Latest Institutional Transactions on Brown & Brown, Inc. (BRO)
This table provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
86+ 3.23% |
$8.99K - $10.7K
|
2.75K
$297K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
324K+ 51.49% |
$33.8M - $40.3M
|
952K
$103M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-519- 0.54% |
$54.2K - $64.6K
|
95.7K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-719- 12.59% |
$75.1K - $89.5K
|
4.99K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-30.8K- 90.39% |
$3.22M - $3.84M
|
3.28K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-72- 0.06% |
$7.52K - $8.96K
|
118K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-138- 0.68% |
$14.4K - $17.2K
|
20.1K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.07K- 39.36% |
$216K - $257K
|
3.19K
$345K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.94K- 10.53% |
$203K - $241K
|
16.5K
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 5.64% |
$18.4K - $21.9K
|
2.94K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$209 - $249
|
11.7K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.48K+ 4.92% |
$155K - $184K
|
31.6K
$3.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-321- 10.58% |
$33.5K - $39.9K
|
2.71K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
111New |
$11.6K - $13.8K
|
111
$12K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.52K+ 3.57% |
$263K - $314K
|
73K
$7.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.7K+ 107.26% |
$3.21M - $3.82M
|
59.4K
$6.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$627 - $747
|
1.18K
$127K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 3.88% |
$355K - $423K
|
91K
$9.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
31+ 1.39% |
$3.24K - $3.86K
|
2.27K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.82K+ 578.44% |
$294K - $351K
|
3.3K
$357K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.72K+ 2.47% |
$806K - $960K
|
320K
$34.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.2K- 49.98% |
$334K - $398K
|
3.2K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
5.83K+ 13.06% |
$609K - $725K
|
50.4K
$5.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.99K- 5.56% |
$208K - $248K
|
33.8K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.69K- 28.67% |
$176K - $210K
|
4.2K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.54KNew |
$370K - $441K
|
3.54K
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.86KNew |
$299K - $356K
|
2.86K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.7K+ 17.29% |
$805K - $958K
|
52.3K
$5.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-12K- 11.47% |
$1.25M - $1.49M
|
92.5K
$10M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14K+ 25.68% |
$1.46M - $1.74M
|
68.5K
$7.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.55% |
$7K - $8.34K
|
4.25K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.27K- 20.58% |
$237K - $282K
|
8.75K
$946K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 1.09% |
$6.79K - $8.09K
|
6.06K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
305+ 1129.63% |
$31.9K - $38K
|
332
$35.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.9K- 84.89% |
$2.08M - $2.47M
|
3.54K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
488+ 1.41% |
$51K - $60.7K
|
35.1K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 10.51% |
$115K - $137K
|
11.6K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.04% |
$209 - $249
|
5.43K
$587K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 24.65% |
$18.4K - $21.9K
|
890
$96.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.35K+ 11.98% |
$455K - $541K
|
40.7K
$4.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-34.5K- 94.37% |
$3.6M - $4.29M
|
2.06K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
22.4KNew |
$2.34M - $2.79M
|
22.4K
$2.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.41% |
$313 - $373
|
735
$79.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-58- 1.47% |
$6.06K - $7.22K
|
3.88K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
103+ 4.28% |
$10.8K - $12.8K
|
2.51K
$271K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-59- 0.11% |
$6.16K - $7.34K
|
51.6K
$5.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-194K- 39.25% |
$20.2M - $24.1M
|
300K
$32.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28+ 6.33% |
$2.93K - $3.48K
|
470
$50.8K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.47K- 21.25% |
$751K - $929K
|
27.7K
$2.99M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
9.92KNew |
$997K - $1.23M
|
9.92K
$1.07M
|
|