Purchases and Sales Made in Q4 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.21K+ 24.71% |
$223K - $250K
|
11.1K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.18KNew |
$220K - $247K
|
2.18K
$254K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.14K+ 26.39% |
$216K - $243K
|
10.3K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.1KNew |
$211K - $238K
|
2.1K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$211K - $237K
|
2.09K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.04K+ 12.7% |
$206K - $232K
|
18.1K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.02KNew |
$203K - $229K
|
2.02K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2K+ 29.04% |
$202K - $227K
|
8.89K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99KNew |
$201K - $226K
|
1.99K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.99K+ 1.23% |
$201K - $226K
|
164K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 10.55% |
$200K - $225K
|
20.8K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.97KNew |
$199K - $223K
|
1.97K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.97KNew |
$199K - $223K
|
1.97K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.95KNew |
$197K - $222K
|
1.95K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.91K+ 16.29% |
$192K - $216K
|
13.6K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.88K+ 1.98% |
$189K - $213K
|
96.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.87KNew |
$188K - $212K
|
1.87K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 83.9% |
$180K - $203K
|
3.92K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.77K+ 4.22% |
$179K - $201K
|
43.8K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.77K+ 17.88% |
$179K - $201K
|
11.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.73K+ 1.2% |
$175K - $196K
|
146K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.72KNew |
$173K - $195K
|
1.72K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.71K+ 4.61% |
$172K - $194K
|
38.7K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.69K+ 0.45% |
$171K - $192K
|
379K
$44.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.68K+ 17.57% |
$169K - $190K
|
11.2K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.66K+ 11.53% |
$167K - $188K
|
16K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.65K+ 76.9% |
$166K - $187K
|
3.79K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.65K+ 0.27% |
$166K - $187K
|
615K
$71.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.63K+ 5.76% |
$165K - $185K
|
30K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.62K+ 0.28% |
$164K - $184K
|
577K
$67.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.61K+ 5.85% |
$162K - $182K
|
29.1K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.6K+ 7.09% |
$162K - $182K
|
24.2K
$2.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.6K+ 1.72% |
$161K - $181K
|
94.4K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.58K+ 31.7% |
$159K - $179K
|
6.55K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 68.3% |
$144K - $162K
|
3.51K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 6.96% |
$141K - $159K
|
21.5K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
1.37K+ 1.99% |
$138K - $155K
|
69.9K
$8.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.36K+ 6.58% |
$137K - $154K
|
22K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$134K - $150K
|
1.32K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.31K+ 1.26% |
$132K - $149K
|
106K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.3KNew |
$131K - $147K
|
1.3K
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
1.26K+ 3.83% |
$127K - $143K
|
34.1K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.2KNew |
$121K - $136K
|
1.2K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.16K+ 36.24% |
$117K - $131K
|
4.35K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 11.97% |
$114K - $128K
|
10.5K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.12K+ 24.9% |
$113K - $127K
|
5.64K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.12K+ 22.79% |
$113K - $127K
|
6.04K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.11K+ 7.88% |
$112K - $126K
|
15.3K
$1.78M
|