Purchases and Sales Made in Q2 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.2K+ 61.97% |
$1.06M - $1.23M
|
34.4K
$3.65M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
13K+ 24.84% |
$1.04M - $1.21M
|
65.1K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
12.7K+ 0.9% |
$1.02M - $1.18M
|
1.43M
$151M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
12.3K+ 8.09% |
$993K - $1.15M
|
165K
$17.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2K+ 69.74% |
$986K - $1.14M
|
29.8K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.6KNew |
$935K - $1.08M
|
11.6K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
11.2KNew |
$905K - $1.05M
|
11.2K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
10.6KNew |
$856K - $991K
|
10.6K
$1.13M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 60.58% |
$831K - $963K
|
27.3K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 55.74% |
$822K - $951K
|
28.5K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10KNew |
$810K - $938K
|
10K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10KNew |
$807K - $935K
|
10K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.99K+ 75.99% |
$724K - $839K
|
20.8K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.91K+ 15.07% |
$718K - $832K
|
68.1K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 1.92% |
$703K - $813K
|
463K
$49.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
8.47KNew |
$683K - $790K
|
8.47K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.4K+ 3.04% |
$678K - $784K
|
284K
$30.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.38K+ 6.39% |
$676K - $782K
|
139K
$14.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
8.14K+ 8.86% |
$656K - $760K
|
100K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8KNew |
$645K - $747K
|
8K
$848K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.72K+ 1219.43% |
$622K - $720K
|
8.35K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.58K+ 167.6% |
$611K - $707K
|
12.1K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.52K+ 24.1% |
$606K - $702K
|
38.7K
$4.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
7.37K+ 2.18% |
$594K - $687K
|
344K
$36.5M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.24K+ 37.17% |
$584K - $676K
|
26.7K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
7.1KNew |
$572K - $663K
|
7.1K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.98KNew |
$563K - $652K
|
6.98K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.94K+ 29.29% |
$560K - $648K
|
30.6K
$3.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
6.94K+ 4.14% |
$560K - $648K
|
174K
$18.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.93KNew |
$559K - $647K
|
6.93K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.92K+ 15.57% |
$558K - $646K
|
51.4K
$5.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.78K+ 49.28% |
$546K - $633K
|
20.5K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.75K+ 144.46% |
$544K - $630K
|
11.4K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.72K+ 31.8% |
$541K - $627K
|
27.8K
$2.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
6.68K+ 27.32% |
$538K - $623K
|
31.1K
$3.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.61K+ 26.86% |
$533K - $617K
|
31.2K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.51KNew |
$525K - $608K
|
6.51K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.21K+ 79.37% |
$501K - $580K
|
14K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.95KNew |
$480K - $556K
|
5.95K
$631K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.92KNew |
$478K - $553K
|
5.92K
$628K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.51K+ 68.48% |
$444K - $514K
|
13.5K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.19K+ 3.79% |
$418K - $484K
|
142K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
5.03K+ 0.21% |
$406K - $470K
|
2.41M
$256M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.8K+ 2.85% |
$387K - $448K
|
174K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.77K+ 19.97% |
$384K - $445K
|
28.7K
$3.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.56KNew |
$367K - $425K
|
4.56K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.55KNew |
$367K - $425K
|
4.55K
$483K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.54KNew |
$366K - $424K
|
4.54K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
4.53K+ 0.95% |
$365K - $423K
|
479K
$50.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.44K+ 20.93% |
$358K - $414K
|
25.6K
$2.72M
|