Purchases and Sales Made in Q3 2022 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.8K+ 29.07% |
$280K - $327K
|
21.3K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.69K+ 109.21% |
$274K - $320K
|
8.99K
$1.05M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.56K+ 2362.18% |
$266K - $311K
|
4.75K
$554K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
4.52KNew |
$264K - $308K
|
4.52K
$527K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.48K+ 117.67% |
$261K - $305K
|
8.28K
$965K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.4K+ 95.57% |
$257K - $300K
|
9.01K
$1.05M
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.18K+ 6.19% |
$243K - $284K
|
71.6K
$8.34M
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.16K+ 24.91% |
$243K - $283K
|
20.9K
$2.43M
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.06KNew |
$237K - $277K
|
4.06K
$473K
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4K+ 40.0% |
$233K - $273K
|
14K
$1.63M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.8KNew |
$222K - $259K
|
3.8K
$443K
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.67KNew |
$214K - $250K
|
3.67K
$428K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.61K+ 8.22% |
$210K - $246K
|
47.5K
$5.53M
|
|
Oct 18, 2022
Q3 2022
|
Triad Investment Management
|
BUY
|
- |
3.55K+ 13.48% |
$207K - $242K
|
29.9K
$3.48M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.54K+ 22.74% |
$206K - $241K
|
19.1K
$2.23M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.5KNew |
$204K - $239K
|
3.5K
$408K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5K+ 8.97% |
$204K - $238K
|
42.5K
$4.95M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.49KNew |
$203K - $238K
|
3.49K
$407K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.38KNew |
$197K - $231K
|
3.38K
$394K
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.1K+ 29.51% |
$181K - $211K
|
13.6K
$1.59M
|
|
Nov 08, 2022
Q3 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3K+ 22.22% |
$175K - $204K
|
16.5K
$1.92M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.82K+ 11.03% |
$164K - $192K
|
28.3K
$3.3M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.79K+ 25.38% |
$163K - $190K
|
13.8K
$1.61M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.79K+ 65.56% |
$162K - $190K
|
7.04K
$820K
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.71K+ 41.19% |
$158K - $185K
|
9.29K
$1.08M
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.7K+ 8.9% |
$157K - $184K
|
33K
$3.84M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.67K+ 78.54% |
$156K - $182K
|
6.07K
$708K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.62K+ 50.16% |
$153K - $179K
|
7.85K
$915K
|
|
Nov 03, 2022
Q3 2022
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
2.44K+ 3.29% |
$142K - $166K
|
76.8K
$8.94M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.39K+ 45.48% |
$139K - $163K
|
7.64K
$889K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.29K+ 2.65% |
$133K - $156K
|
88.6K
$10.3M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.27K+ 15.9% |
$133K - $155K
|
16.6K
$1.93M
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.23K+ 7.19% |
$130K - $152K
|
33.2K
$3.86M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.13K+ 7.51% |
$124K - $145K
|
30.5K
$3.56M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$120K - $140K
|
2.05K
$239K
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
1.99K+ 3.37% |
$116K - $135K
|
60.8K
$7.09M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.97K+ 4.17% |
$115K - $135K
|
49.3K
$5.74M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$114K - $134K
|
1.96K
$228K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.96K+ 12.14% |
$114K - $134K
|
18.1K
$2.11M
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.82K+ 1.71% |
$106K - $124K
|
108K
$12.6M
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.79K+ 4.93% |
$104K - $122K
|
38.1K
$4.44M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.77K+ 10.4% |
$103K - $121K
|
18.8K
$2.19M
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.75KNew |
$102K - $119K
|
1.75K
$204K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.66K+ 1.17% |
$97K - $113K
|
144K
$16.7M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.63K+ 1628.0% |
$94.9K - $111K
|
1.73K
$201K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.61K+ 2.62% |
$93.8K - $110K
|
63K
$7.34M
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.55K+ 26.76% |
$90.5K - $106K
|
7.36K
$857K
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.55K+ 44.29% |
$90.4K - $106K
|
5.05K
$588K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 3.81% |
$88.3K - $103K
|
41.2K
$4.8M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.47K+ 40.84% |
$85.8K - $100K
|
5.08K
$591K
|