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 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$246K - $276K
|
2.43K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.43KNew |
$245K - $275K
|
2.43K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2.42K+ 1.02% |
$245K - $275K
|
240K
$26M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.37KNew |
$239K - $268K
|
2.37K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.36KNew |
$238K - $268K
|
2.36K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.33K+ 2.94% |
$235K - $264K
|
81.4K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.33K+ 7.91% |
$235K - $264K
|
31.7K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 38.43% |
$233K - $261K
|
8.3K
$897K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.3K+ 0.95% |
$232K - $261K
|
244K
$26.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.25KNew |
$227K - $255K
|
2.25K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.21K+ 24.71% |
$223K - $250K
|
11.1K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.18KNew |
$220K - $247K
|
2.18K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.14K+ 26.39% |
$216K - $243K
|
10.3K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.1KNew |
$211K - $238K
|
2.1K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$211K - $237K
|
2.09K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.04K+ 12.7% |
$206K - $232K
|
18.1K
$1.96M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
2.04KNew |
$206K - $232K
|
2.04K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.02KNew |
$203K - $229K
|
2.02K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2K+ 29.04% |
$202K - $227K
|
8.89K
$961K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99KNew |
$201K - $226K
|
1.99K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.99K+ 1.23% |
$201K - $226K
|
164K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 10.55% |
$200K - $225K
|
20.8K
$2.25M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.98KNew |
$200K - $225K
|
1.98K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.97KNew |
$199K - $223K
|
1.97K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.97KNew |
$199K - $223K
|
1.97K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.95KNew |
$197K - $222K
|
1.95K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.91K+ 16.29% |
$192K - $216K
|
13.6K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.88K+ 1.98% |
$189K - $213K
|
96.4K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.87KNew |
$188K - $212K
|
1.87K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 83.9% |
$180K - $203K
|
3.92K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.77K+ 4.22% |
$179K - $201K
|
43.8K
$4.74M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.77K+ 17.88% |
$179K - $201K
|
11.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.73K+ 1.2% |
$175K - $196K
|
146K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.72KNew |
$173K - $195K
|
1.72K
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.71K+ 4.61% |
$172K - $194K
|
38.7K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.69K+ 0.45% |
$171K - $192K
|
379K
$41M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.68K+ 17.57% |
$169K - $190K
|
11.2K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.66K+ 11.53% |
$167K - $188K
|
16K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.65K+ 76.9% |
$166K - $187K
|
3.79K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.65K+ 0.27% |
$166K - $187K
|
615K
$66.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.63K+ 5.76% |
$165K - $185K
|
30K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.62K+ 0.28% |
$164K - $184K
|
577K
$62.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.61K+ 5.85% |
$162K - $182K
|
29.1K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.6K+ 7.09% |
$162K - $182K
|
24.2K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.6K+ 1.72% |
$161K - $181K
|
94.4K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.58K+ 31.7% |
$159K - $179K
|
6.55K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 68.3% |
$144K - $162K
|
3.51K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 6.96% |
$141K - $159K
|
21.5K
$2.33M
|