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 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
561+ 0.63% |
$56.6K - $63.6K
|
90.3K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
544+ 2.16% |
$54.9K - $61.7K
|
25.7K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
531New |
$53.6K - $60.2K
|
531
$57.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
515+ 2.85% |
$52K - $58.4K
|
18.6K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
509+ 12.35% |
$51.4K - $57.7K
|
4.63K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
500+ 9.63% |
$50.5K - $56.7K
|
5.69K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
421+ 0.82% |
$42.5K - $47.7K
|
51.9K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 13.09% |
$41.1K - $46.2K
|
3.52K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
406+ 6.68% |
$41K - $46K
|
6.48K
$701K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
406+ 14.92% |
$41K - $46K
|
3.13K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
399+ 7.64% |
$40.3K - $45.3K
|
5.62K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
398+ 3.93% |
$40.2K - $45.1K
|
10.5K
$1.14M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
396+ 3.97% |
$40K - $44.9K
|
10.4K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
396+ 25.8% |
$40K - $44.9K
|
1.93K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
370+ 1.99% |
$37.3K - $42K
|
18.9K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
361+ 1.22% |
$36.4K - $40.9K
|
29.8K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
358New |
$36.1K - $40.6K
|
358
$38.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
350+ 2.27% |
$35.3K - $39.7K
|
15.8K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
344+ 9.34% |
$34.7K - $39K
|
4.03K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
341+ 3.62% |
$34.4K - $38.7K
|
9.75K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
337+ 16.57% |
$34K - $38.2K
|
2.37K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
324+ 8.8% |
$32.7K - $36.7K
|
4.01K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
322+ 1.02% |
$32.5K - $36.5K
|
31.9K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
316+ 2.78% |
$31.9K - $35.8K
|
11.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
303New |
$30.6K - $34.4K
|
303
$32.8K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
300New |
$30.3K - $34K
|
300
$32.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
272New |
$27.5K - $30.9K
|
272
$29.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
269+ 9.17% |
$27.2K - $30.5K
|
3.2K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
260+ 0.93% |
$26.2K - $29.5K
|
28.1K
$3.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
256+ 581.82% |
$25.8K - $29K
|
300
$32.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
254+ 445.61% |
$25.6K - $28.8K
|
311
$33.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 10.11% |
$25.6K - $28.8K
|
2.77K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
252+ 2.91% |
$25.4K - $28.6K
|
8.92K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
235+ 534.09% |
$23.7K - $26.7K
|
279
$30.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
234+ 130.73% |
$23.6K - $26.5K
|
413
$44.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
232+ 41.5% |
$23.4K - $26.3K
|
791
$85.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
228+ 9.37% |
$23K - $25.9K
|
2.66K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 14.32% |
$22.9K - $25.7K
|
1.81K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
217+ 79.49% |
$21.9K - $24.6K
|
490
$53K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
217+ 9.22% |
$21.9K - $24.6K
|
2.57K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
207+ 34.27% |
$20.9K - $23.5K
|
811
$87.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191+ 75.49% |
$19.3K - $21.7K
|
444
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
190+ 1.65% |
$19.2K - $21.5K
|
11.7K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 5.6% |
$18.5K - $20.8K
|
3.45K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
175+ 0.16% |
$17.7K - $19.8K
|
111K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.65% |
$17.7K - $19.8K
|
3.28K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
173New |
$17.5K - $19.6K
|
173
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
172+ 1.53% |
$17.4K - $19.5K
|
11.4K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
168+ 2.45% |
$17K - $19.1K
|
7.03K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
167+ 0.86% |
$16.9K - $18.9K
|
19.7K
$2.12M
|