Purchases and Sales Made in Q4 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 2024. The information is specifically focused on institutions that hold shares of BROWN & BROWN, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.52K+ 2.02% |
$557K - $626K
|
279K
$30.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.5KNew |
$555K - $624K
|
5.5K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.44K+ 144.72% |
$549K - $617K
|
9.2K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.31KNew |
$536K - $602K
|
5.31K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.15KNew |
$520K - $584K
|
5.15K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.08K+ 26.25% |
$513K - $576K
|
24.4K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.98KNew |
$503K - $565K
|
4.98K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.93K+ 39.02% |
$497K - $559K
|
17.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.8KNew |
$485K - $545K
|
4.8K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.76K+ 22.79% |
$480K - $540K
|
25.6K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.76K+ 6.08% |
$480K - $539K
|
82.9K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.64KNew |
$469K - $526K
|
4.64K
$502K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.58K+ 78.2% |
$462K - $519K
|
10.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.54KNew |
$458K - $515K
|
4.54K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.48KNew |
$452K - $508K
|
4.48K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.42K+ 4.93% |
$447K - $502K
|
94.1K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.38K+ 18.02% |
$442K - $497K
|
28.7K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.23K+ 16.58% |
$427K - $479K
|
29.7K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
4.21K+ 8.78% |
$425K - $478K
|
52.2K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.14K+ 67.69% |
$418K - $469K
|
10.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4KNew |
$404K - $454K
|
4K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.99K+ 0.59% |
$403K - $453K
|
685K
$74.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.93K+ 156.09% |
$397K - $446K
|
6.45K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.78K+ 28.6% |
$382K - $429K
|
17K
$1.84M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.78K+ 9.42% |
$382K - $429K
|
43.9K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 4.55% |
$379K - $426K
|
86.3K
$9.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.62KNew |
$365K - $411K
|
3.62K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.5KNew |
$354K - $397K
|
3.5K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
3.5K+ 32.51% |
$353K - $397K
|
14.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.47K+ 4.32% |
$350K - $393K
|
83.7K
$9.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.41KNew |
$344K - $387K
|
3.41K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.4K+ 4.33% |
$343K - $385K
|
81.7K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 5.89% |
$339K - $381K
|
60.4K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.25K+ 131.86% |
$328K - $368K
|
5.71K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.23K+ 6.7% |
$326K - $366K
|
51.5K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
3.22KNew |
$325K - $365K
|
3.22K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$323K - $363K
|
3.2K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3KNew |
$303K - $340K
|
3K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.95KNew |
$298K - $335K
|
2.95K
$319K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.91K+ 4.56% |
$294K - $330K
|
66.8K
$7.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.74K+ 3.03% |
$276K - $310K
|
92.9K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.68KNew |
$271K - $304K
|
2.68K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.66K+ 12.34% |
$268K - $301K
|
24.2K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.58KNew |
$260K - $293K
|
2.58K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.58KNew |
$260K - $292K
|
2.58K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.54KNew |
$256K - $288K
|
2.54K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.48K+ 28.54% |
$251K - $282K
|
11.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$249K - $280K
|
2.47K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.46KNew |
$248K - $279K
|
2.46K
$266K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.45K+ 3.61% |
$247K - $278K
|
70.3K
$7.6M
|