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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.65% |
$17.7K - $19.8K
|
3.28K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
173New |
$17.5K - $19.6K
|
173
$16K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
172+ 1.53% |
$17.4K - $19.5K
|
11.4K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
168+ 2.45% |
$17K - $19.1K
|
7.03K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
167+ 0.86% |
$16.9K - $18.9K
|
19.7K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
162+ 122.73% |
$16.4K - $18.4K
|
294
$27.1K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
159+ 1.11% |
$16K - $18K
|
14.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159New |
$16K - $18K
|
159
$14.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
157+ 16.17% |
$15.8K - $17.8K
|
1.13K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
157+ 6.77% |
$15.8K - $17.8K
|
2.48K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
154+ 0.14% |
$15.5K - $17.5K
|
107K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
152+ 22.35% |
$15.3K - $17.2K
|
832
$76.7K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
145+ 17.7% |
$14.6K - $16.4K
|
964
$88.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
144+ 0.47% |
$14.5K - $16.3K
|
30.7K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
143+ 4.58% |
$14.4K - $16.2K
|
3.27K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
140+ 0.68% |
$14.1K - $15.9K
|
20.9K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
139+ 0.91% |
$14K - $15.8K
|
15.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
135New |
$13.6K - $15.3K
|
135
$12.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
130+ 0.64% |
$13.1K - $14.7K
|
20.4K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
125New |
$12.6K - $14.2K
|
125
$11.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 0.1% |
$12.3K - $13.8K
|
118K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120+ 2.63% |
$12.1K - $13.6K
|
4.69K
$432K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
113+ 2.48% |
$11.4K - $12.8K
|
4.66K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
107New |
$10.8K - $12.1K
|
107
$9.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
107+ 10.74% |
$10.8K - $12.1K
|
1.1K
$102K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
103+ 3.66% |
$10.4K - $11.7K
|
2.92K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
103+ 122.62% |
$10.4K - $11.7K
|
187
$17.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 3.37% |
$10.4K - $11.7K
|
3.16K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
99+ 2.26% |
$9.99K - $11.2K
|
4.49K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
94+ 4.02% |
$9.49K - $10.7K
|
2.44K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90New |
$9.08K - $10.2K
|
90
$8.3K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
88New |
$8.88K - $9.98K
|
88
$8.11K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
87+ 1.65% |
$8.78K - $9.87K
|
5.36K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
84+ 4.18% |
$8.48K - $9.53K
|
2.09K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
82+ 83.67% |
$8.28K - $9.3K
|
180
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
81+ 1.39% |
$8.18K - $9.19K
|
5.9K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
76+ 3.46% |
$7.67K - $8.62K
|
2.27K
$209K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
70New |
$7.07K - $7.94K
|
70
$6.45K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
66+ 1.59% |
$6.66K - $7.49K
|
4.22K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
64+ 0.85% |
$6.46K - $7.26K
|
7.55K
$696K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
60New |
$6.06K - $6.81K
|
60
$5.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
59+ 0.96% |
$5.95K - $6.69K
|
6.22K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 0.6% |
$5.55K - $6.24K
|
9.22K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
52+ 2.02% |
$5.25K - $5.9K
|
2.62K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
52+ 5.75% |
$5.25K - $5.9K
|
957
$88.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
51+ 0.55% |
$5.15K - $5.78K
|
9.34K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49New |
$4.95K - $5.56K
|
49
$4.52K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 18.01% |
$4.95K - $5.56K
|
321
$29.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
47New |
$4.74K - $5.33K
|
47
$4.33K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.74% |
$4.64K - $5.22K
|
2.69K
$248K
|