Purchases and Sales Made in Q4 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.4K- 33.27% |
$93.2K - $106K
|
2.8K
$285K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.4K- 12.39% |
$93.5K - $106K
|
9.9K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.4K- 12.67% |
$93.8K - $106K
|
9.68K
$987K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.45K- 6.25% |
$97K - $110K
|
21.8K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.71K- 66.99% |
$114K - $129K
|
842
$85.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.73K- 5.05% |
$115K - $131K
|
32.5K
$3.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.74K- 16.58% |
$116K - $132K
|
8.75K
$892K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.79K- 10.03% |
$120K - $136K
|
16.1K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.8K- 2.31% |
$120K - $137K
|
76.4K
$7.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 16.46% |
$129K - $146K
|
9.77K
$996K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.95K- 11.53% |
$130K - $147K
|
14.9K
$1.52M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2K- 31.62% |
$133K - $151K
|
4.32K
$440K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.17K- 5.33% |
$145K - $165K
|
38.6K
$3.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.21K- 16.4% |
$148K - $168K
|
11.3K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.35K- 10.1% |
$157K - $178K
|
20.9K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.35K- 8.22% |
$157K - $178K
|
26.2K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.47K- 8.83% |
$165K - $187K
|
25.5K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.57K- 11.4% |
$171K - $194K
|
19.9K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.63K- 7.71% |
$175K - $199K
|
31.4K
$3.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.7K- 5.79% |
$180K - $204K
|
43.9K
$4.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-2.77K- 2.79% |
$185K - $210K
|
96.3K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.07K- 35.18% |
$205K - $232K
|
5.65K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.07K- 16.48% |
$205K - $233K
|
15.6K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.08K- 4.04% |
$206K - $234K
|
73.3K
$7.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.24K- 2.48% |
$216K - $245K
|
127K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.32K- 4.85% |
$222K - $251K
|
65K
$6.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.37K- 2.22% |
$225K - $255K
|
148K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.48K- 7.56% |
$232K - $263K
|
42.5K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.66K- 15.51% |
$244K - $277K
|
19.9K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.72K- 18.56% |
$249K - $282K
|
16.3K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.2K- 3.65% |
$280K - $318K
|
111K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.23K- 1.2% |
$282K - $320K
|
348K
$35.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.28K- 3.63% |
$286K - $324K
|
114K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.48K- 3.23% |
$299K - $340K
|
134K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.92K- 7.31% |
$328K - $372K
|
62.3K
$6.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5.07K- 9.82% |
$338K - $384K
|
46.5K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.16K- 30.38% |
$345K - $391K
|
11.8K
$1.21M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-5.2K- 8.07% |
$347K - $394K
|
59.2K
$6.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.4K- 3.84% |
$361K - $409K
|
135K
$13.8M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.42K- 5.25% |
$362K - $410K
|
97.7K
$9.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 7.54% |
$372K - $422K
|
68.3K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-5.73K- 4.77% |
$383K - $434K
|
114K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-5.82K- 27.25% |
$389K - $441K
|
15.5K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.04K- 23.8% |
$403K - $457K
|
19.3K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6.49K- 1.78% |
$433K - $492K
|
358K
$36.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-6.65K- 5.63% |
$444K - $504K
|
111K
$11.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-7.07K- 43.22% |
$472K - $536K
|
9.29K
$947K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.66K- 96.23% |
$511K - $580K
|
300
$30.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.22K- 1.29% |
$549K - $623K
|
631K
$64.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.72K- 4.26% |
$582K - $661K
|
196K
$20M
|