Purchases and Sales Made in Q1 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.19K+ 5.17% |
$152K - $191K
|
44.4K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.16K+ 1.6% |
$150K - $189K
|
137K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.15K+ 7.92% |
$149K - $188K
|
29.3K
$3.42M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.13KNew |
$148K - $186K
|
2.13K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 6.4% |
$130K - $164K
|
31.2K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.83K+ 11.79% |
$127K - $161K
|
17.4K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.83K+ 9.41% |
$127K - $160K
|
21.3K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.82K+ 1.47% |
$127K - $160K
|
126K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.82K+ 55.9% |
$127K - $160K
|
5.08K
$592K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.8K+ 9.76% |
$125K - $158K
|
20.2K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.72K+ 8.65% |
$119K - $150K
|
21.6K
$2.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.66K+ 69.81% |
$115K - $145K
|
4.04K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.6K+ 10.63% |
$111K - $140K
|
16.7K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.53K+ 3.43% |
$106K - $134K
|
46.1K
$5.37M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52K+ 18.08% |
$106K - $133K
|
9.95K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.52K+ 52.13% |
$105K - $133K
|
4.43K
$516K
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
1.52K+ 13.08% |
$105K - $133K
|
13.1K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
1.43K+ 2.15% |
$99.5K - $125K
|
68.1K
$7.93M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.42K+ 9.25% |
$98.3K - $124K
|
16.7K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 11.48% |
$97.2K - $123K
|
13.6K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 0.05% |
$97.2K - $123K
|
2.62M
$305M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.38K+ 13.37% |
$95.5K - $120K
|
11.7K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.37K+ 3.72% |
$95K - $120K
|
38.1K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.32K+ 0.71% |
$92K - $116K
|
187K
$21.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$89.9K - $113K
|
1.29K
$151K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$89.7K - $113K
|
1.29K
$151K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.25KNew |
$86.8K - $109K
|
1.25K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.15K+ 4.37% |
$80K - $101K
|
27.5K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.1KNew |
$76.3K - $96.1K
|
1.1K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.07K+ 21.58% |
$74K - $93.2K
|
6K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.06K+ 5.02% |
$73.4K - $92.5K
|
22.1K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.03K+ 3.15% |
$71.5K - $90.1K
|
33.7K
$3.93M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
974+ 36.75% |
$67.6K - $85.3K
|
3.62K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
962+ 0.67% |
$66.8K - $84.2K
|
145K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
919+ 114.3% |
$63.8K - $80.4K
|
1.72K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
913+ 132.9% |
$63.4K - $79.9K
|
1.6K
$186K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
889+ 16.38% |
$61.7K - $77.8K
|
6.32K
$736K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
885+ 189.1% |
$61.5K - $77.5K
|
1.35K
$158K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
874+ 28.87% |
$60.7K - $76.5K
|
3.9K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
874+ 109.52% |
$60.7K - $76.5K
|
1.67K
$195K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
872+ 5.56% |
$60.6K - $76.3K
|
16.6K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
853+ 9.75% |
$59.2K - $74.7K
|
9.6K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
845+ 5.86% |
$58.7K - $74K
|
15.3K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
841+ 5.23% |
$58.4K - $73.6K
|
16.9K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
770+ 3.98% |
$53.5K - $67.4K
|
20.1K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
720+ 5.15% |
$50K - $63K
|
14.7K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
703+ 0.65% |
$48.8K - $61.5K
|
109K
$12.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
656+ 12.51% |
$45.6K - $57.4K
|
5.9K
$687K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
654+ 128.49% |
$45.4K - $57.3K
|
1.16K
$135K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649+ 13.6% |
$45.1K - $56.8K
|
5.42K
$632K
|