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 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
396+ 3.97% |
$40K - $44.9K
|
10.4K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
396+ 25.8% |
$40K - $44.9K
|
1.93K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
370+ 1.99% |
$37.3K - $42K
|
18.9K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
361+ 1.22% |
$36.4K - $40.9K
|
29.8K
$3.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
358New |
$36.1K - $40.6K
|
358
$41.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
350+ 2.27% |
$35.3K - $39.7K
|
15.8K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
344+ 9.34% |
$34.7K - $39K
|
4.03K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
341+ 3.62% |
$34.4K - $38.7K
|
9.75K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
337+ 16.57% |
$34K - $38.2K
|
2.37K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
324+ 8.8% |
$32.7K - $36.7K
|
4.01K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
322+ 1.02% |
$32.5K - $36.5K
|
31.9K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
316+ 2.78% |
$31.9K - $35.8K
|
11.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
303New |
$30.6K - $34.4K
|
303
$35.3K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
300New |
$30.3K - $34K
|
300
$35K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
272New |
$27.5K - $30.9K
|
272
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
269+ 9.17% |
$27.2K - $30.5K
|
3.2K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
260+ 0.93% |
$26.2K - $29.5K
|
28.1K
$3.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
256+ 581.82% |
$25.8K - $29K
|
300
$35K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
254+ 445.61% |
$25.6K - $28.8K
|
311
$36.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 10.11% |
$25.6K - $28.8K
|
2.77K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
252+ 2.91% |
$25.4K - $28.6K
|
8.92K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
235+ 534.09% |
$23.7K - $26.7K
|
279
$32.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
234+ 130.73% |
$23.6K - $26.5K
|
413
$48.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
232+ 41.5% |
$23.4K - $26.3K
|
791
$92.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
228+ 9.37% |
$23K - $25.9K
|
2.66K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 14.32% |
$22.9K - $25.7K
|
1.81K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
217+ 79.49% |
$21.9K - $24.6K
|
490
$57.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
217+ 9.22% |
$21.9K - $24.6K
|
2.57K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
207+ 34.27% |
$20.9K - $23.5K
|
811
$94.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191+ 75.49% |
$19.3K - $21.7K
|
444
$51.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
190+ 1.65% |
$19.2K - $21.5K
|
11.7K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 5.6% |
$18.5K - $20.8K
|
3.45K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.65% |
$17.7K - $19.8K
|
3.28K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
175+ 0.16% |
$17.7K - $19.8K
|
111K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
173New |
$17.5K - $19.6K
|
173
$20.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
172+ 1.53% |
$17.4K - $19.5K
|
11.4K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
168+ 2.45% |
$17K - $19.1K
|
7.03K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
167+ 0.86% |
$16.9K - $18.9K
|
19.7K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
162+ 122.73% |
$16.4K - $18.4K
|
294
$34.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159New |
$16K - $18K
|
159
$18.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
157+ 6.77% |
$15.8K - $17.8K
|
2.48K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
157+ 16.17% |
$15.8K - $17.8K
|
1.13K
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
154+ 0.14% |
$15.5K - $17.5K
|
107K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
152+ 22.35% |
$15.3K - $17.2K
|
832
$96.9K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
145+ 17.7% |
$14.6K - $16.4K
|
964
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
144+ 0.47% |
$14.5K - $16.3K
|
30.7K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
143+ 4.58% |
$14.4K - $16.2K
|
3.27K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
140+ 0.68% |
$14.1K - $15.9K
|
20.9K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
139+ 0.91% |
$14K - $15.8K
|
15.5K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
135New |
$13.6K - $15.3K
|
135
$15.7K
|