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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 6.34% |
$224K - $252K
|
32.8K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-2.23K- 16.45% |
$225K - $253K
|
11.3K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 99.91% |
$233K - $262K
|
2
$217
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.4K- 1.89% |
$242K - $272K
|
125K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.56K- 26.41% |
$259K - $291K
|
7.15K
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 8.24% |
$263K - $295K
|
29K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.67K- 2.06% |
$269K - $303K
|
127K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.71K- 2.82% |
$274K - $308K
|
93.4K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.88K- 32.96% |
$291K - $327K
|
5.86K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.99K- 7.71% |
$302K - $340K
|
35.8K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3K- 0.98% |
$303K - $340K
|
304K
$33M
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.04K- 2.45% |
$306K - $344K
|
121K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-3.23K- 7.84% |
$326K - $367K
|
38K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.39K- 9.42% |
$342K - $384K
|
32.5K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.48K- 7.46% |
$351K - $395K
|
43.2K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-3.85K- 6.32% |
$389K - $437K
|
57K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.89K- 4.08% |
$393K - $441K
|
91.5K
$9.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-4.96K- 1.2% |
$501K - $563K
|
407K
$44.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.26K- 71.66% |
$531K - $596K
|
2.08K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.53K- 33.17% |
$558K - $627K
|
11.1K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.06K- 13.04% |
$611K - $687K
|
40.4K
$4.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.07K- 13.28% |
$612K - $688K
|
39.6K
$4.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.22K- 15.86% |
$628K - $705K
|
33K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.56K- 21.8% |
$663K - $744K
|
23.5K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.71K- 1.86% |
$980K - $1.1M
|
513K
$55.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10K- 59.6% |
$1.01M - $1.13M
|
6.78K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.8K- 9.88% |
$1.09M - $1.22M
|
98.5K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-11.8K- 8.42% |
$1.19M - $1.33M
|
128K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-12.6K- 12.77% |
$1.27M - $1.43M
|
86K
$9.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 18.83% |
$1.37M - $1.53M
|
58.3K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-14.9K- 6.57% |
$1.5M - $1.69M
|
212K
$23M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15K- 6.34% |
$1.51M - $1.7M
|
222K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.5K- 16.8% |
$1.56M - $1.75M
|
76.5K
$8.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-16.7K- 3.09% |
$1.69M - $1.89M
|
524K
$56.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-17.3K- 2.5% |
$1.74M - $1.96M
|
672K
$73M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-18.8K- 50.0% |
$1.9M - $2.13M
|
18.8K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-19.9K- 6.43% |
$2.01M - $2.26M
|
290K
$31.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-20.7K- 37.75% |
$2.09M - $2.35M
|
34.1K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-22.2K- 5.35% |
$2.24M - $2.51M
|
392K
$42.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.7K- 8.04% |
$2.59M - $2.91M
|
294K
$31.9M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-26.3K- 7.18% |
$2.66M - $2.99M
|
340K
$36.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-26.4K- 1.13% |
$2.66M - $2.99M
|
2.3M
$250M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-31.2K- 31.32% |
$3.15M - $3.53M
|
68.3K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-33K- 10.14% |
$3.33M - $3.74M
|
292K
$31.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33K- 72.98% |
$3.34M - $3.75M
|
12.2K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-34K- 4.73% |
$3.43M - $3.86M
|
685K
$74.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-58K- 10.6% |
$5.85M - $6.58M
|
489K
$53.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-87.1K- 6.4% |
$8.79M - $9.88M
|
1.27M
$138M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-96.1K- 40.79% |
$9.7M - $10.9M
|
140K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-274K- 49.58% |
$27.6M - $31.1M
|
278K
$30.2M
|