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 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-127- 0.86% |
$8.82K - $11.1K
|
14.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-130- 1.08% |
$9.03K - $11.4K
|
11.9K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-132- 0.28% |
$9.17K - $11.6K
|
46.4K
$5.4M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-147- 1.86% |
$10.2K - $12.9K
|
7.75K
$903K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-159- 1.8% |
$11K - $13.9K
|
8.69K
$1.01M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163- 1.23% |
$11.3K - $14.3K
|
13K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-164- 0.13% |
$11.4K - $14.4K
|
123K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-172- 3.83% |
$11.9K - $15.1K
|
4.32K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-178- 0.32% |
$12.4K - $15.6K
|
55.3K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-191- 0.99% |
$13.3K - $16.7K
|
19.1K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-197- 1.9% |
$13.7K - $17.2K
|
10.2K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-200- 3.48% |
$13.9K - $17.5K
|
5.56K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-222- 4.69% |
$15.4K - $19.4K
|
4.51K
$526K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-224- 65.88% |
$15.6K - $19.6K
|
116
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-231- 0.56% |
$16K - $20.2K
|
40.7K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-247- 2.51% |
$17.2K - $21.6K
|
9.6K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-251- 8.97% |
$17.4K - $22K
|
2.55K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-257- 5.91% |
$17.8K - $22.5K
|
4.1K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-263- 7.79% |
$18.3K - $23K
|
3.11K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-280- 9.66% |
$19.4K - $24.5K
|
2.62K
$305K
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-289- 1.74% |
$20.1K - $25.3K
|
16.3K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-291- 0.3% |
$20.2K - $25.5K
|
97.2K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-312- 9.87% |
$21.7K - $27.3K
|
2.85K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-312- 37.64% |
$21.7K - $27.3K
|
517
$60.2K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-343- 7.97% |
$23.8K - $30K
|
3.96K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-366- 7.36% |
$25.4K - $32K
|
4.61K
$537K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-367- 1.51% |
$25.5K - $32.1K
|
23.9K
$2.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-376- 86.84% |
$26.1K - $32.9K
|
57
$6.64K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-390- 3.88% |
$27.1K - $34.1K
|
9.66K
$1.13M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-400- 0.68% |
$27.8K - $35K
|
58.8K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-410- 1.34% |
$28.5K - $35.9K
|
30.2K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-450- 10.98% |
$31.3K - $39.4K
|
3.65K
$425K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.5% |
$34.7K - $43.8K
|
13.8K
$1.61M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-500- 6.96% |
$34.7K - $43.8K
|
6.68K
$778K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-509- 2.72% |
$35.4K - $44.6K
|
18.2K
$2.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-541- 2.96% |
$37.6K - $47.4K
|
17.7K
$2.06M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-543- 39.84% |
$37.7K - $47.5K
|
820
$95.5K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-572- 74.09% |
$39.7K - $50.1K
|
200
$23.3K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-581- 2.67% |
$40.4K - $50.9K
|
21.2K
$2.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-592- 3.7% |
$41.1K - $51.8K
|
15.4K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-593- 1.91% |
$41.2K - $51.9K
|
30.4K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-600- 6.29% |
$41.7K - $52.5K
|
8.94K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-606- 16.12% |
$42.1K - $53K
|
3.15K
$367K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-608- 0.94% |
$42.2K - $53.2K
|
64.4K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-620- 7.37% |
$43.1K - $54.3K
|
7.8K
$908K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-628- 10.52% |
$43.6K - $55K
|
5.34K
$623K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-631- 1.44% |
$43.8K - $55.2K
|
43.2K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-640- 0.76% |
$44.4K - $56K
|
83.1K
$9.68M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-654- 18.07% |
$45.4K - $57.3K
|
2.97K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-655- 1.6% |
$45.5K - $57.3K
|
40.4K
$4.71M
|