Purchases and Sales Made in Q2 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
966+ 5.28% |
$55.7K - $66.5K
|
19.2K
$2.24M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
953+ 5.57% |
$54.9K - $65.6K
|
18.1K
$2.1M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
931+ 0.83% |
$53.7K - $64.1K
|
113K
$13.1M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
898+ 22.51% |
$51.8K - $61.8K
|
4.89K
$569K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
818+ 361.95% |
$47.2K - $56.3K
|
1.04K
$122K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
800+ 21.62% |
$46.1K - $55.1K
|
4.5K
$524K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
790New |
$45.5K - $54.4K
|
790
$92K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
720New |
$41.5K - $49.6K
|
720
$83.9K
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
684+ 1.72% |
$39.4K - $47.1K
|
40.5K
$4.72M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
658+ 1.41% |
$37.9K - $45.3K
|
47.5K
$5.53M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
623+ 3.23% |
$35.9K - $42.9K
|
19.9K
$2.32M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
612+ 1.2% |
$35.3K - $42.1K
|
51.4K
$5.99M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
590+ 19.22% |
$34K - $40.6K
|
3.66K
$426K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
585+ 6.82% |
$33.7K - $40.3K
|
9.17K
$1.07M
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
579+ 12.98% |
$33.4K - $39.9K
|
5.04K
$587K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
560+ 4.68% |
$32.3K - $38.6K
|
12.5K
$1.46M
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
558+ 7.02% |
$32.2K - $38.4K
|
8.51K
$991K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
553+ 4.67% |
$31.9K - $38.1K
|
12.4K
$1.44M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
547+ 0.09% |
$31.5K - $37.7K
|
639K
$74.5M
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
538+ 1.55% |
$31K - $37K
|
35.2K
$4.1M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
519New |
$29.9K - $35.7K
|
519
$60.5K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
515+ 128.75% |
$29.7K - $35.5K
|
915
$107K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
514+ 1427.78% |
$29.6K - $35.4K
|
550
$64.1K
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
509+ 20.03% |
$29.3K - $35K
|
3.05K
$355K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 4.59% |
$28.8K - $34.4K
|
11.4K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
461+ 9.99% |
$26.6K - $31.7K
|
5.08K
$591K
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
457+ 13.17% |
$26.3K - $31.5K
|
3.93K
$458K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
402+ 6.84% |
$23.2K - $27.7K
|
6.28K
$732K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
388New |
$22.4K - $26.7K
|
388
$45.2K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
380New |
$21.9K - $26.2K
|
380
$44.3K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
364+ 3.92% |
$21K - $25.1K
|
9.64K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
361+ 0.74% |
$20.8K - $24.9K
|
49.4K
$5.75M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
344+ 1.85% |
$19.8K - $23.7K
|
18.9K
$2.21M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
343+ 32.51% |
$19.8K - $23.6K
|
1.4K
$163K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
325+ 5.09% |
$18.7K - $22.4K
|
6.71K
$782K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
293+ 1.59% |
$16.9K - $20.2K
|
18.8K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
276+ 4.71% |
$15.9K - $19K
|
6.13K
$714K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
268+ 50.95% |
$15.5K - $18.4K
|
794
$92.5K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
228+ 4.75% |
$13.1K - $15.7K
|
5.03K
$586K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
224+ 3.2% |
$12.9K - $15.4K
|
7.23K
$843K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
219+ 50.58% |
$12.6K - $15.1K
|
652
$76K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
207+ 8.23% |
$11.9K - $14.2K
|
2.72K
$317K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
202+ 15.7% |
$11.6K - $13.9K
|
1.49K
$173K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.31% |
$11.5K - $13.8K
|
64.8K
$7.54M
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 1.1% |
$11.5K - $13.8K
|
18.3K
$2.14M
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
195+ 0.32% |
$11.2K - $13.4K
|
61.4K
$7.15M
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
195+ 0.32% |
$11.2K - $13.4K
|
61.4K
$7.15M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
193+ 0.7% |
$11.1K - $13.3K
|
27.9K
$3.25M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
191New |
$11K - $13.1K
|
191
$22.3K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
182+ 0.71% |
$10.5K - $12.5K
|
26K
$3.03M
|