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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.92K- 9.96% |
$193K - $239K
|
17.4K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
24.3KNew |
$2.45M - $3.03M
|
24.3K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 3.85% |
$402 - $498
|
100
$10.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 3.37% |
$302 - $373
|
92
$9.95K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24.5KNew |
$2.46M - $3.04M
|
24.5K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-152- 1.02% |
$15.3K - $18.9K
|
14.8K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-128- 1.88% |
$12.9K - $15.9K
|
6.68K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
43+ 0.83% |
$4.32K - $5.35K
|
5.2K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
62.9K+ 208.98% |
$6.33M - $7.83M
|
93.1K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.9KNew |
$1.09M - $1.35M
|
10.9K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-609- 6.4% |
$61.2K - $75.8K
|
8.91K
$964K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
600New |
$60.3K - $74.6K
|
600
$64.9K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.21K- 27.47% |
$323K - $400K
|
8.48K
$917K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 2.39% |
$5.03K - $6.22K
|
2.14K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.08K+ 4.12% |
$209K - $258K
|
52.5K
$5.68M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2.67KNew |
$268K - $332K
|
2.67K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.46KNew |
$348K - $431K
|
3.46K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$503 - $622
|
5
$541
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.31K+ 118.84% |
$735K - $909K
|
13.5K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21- 0.24% |
$2.11K - $2.61K
|
8.75K
$946K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
219+ 0.09% |
$22K - $27.2K
|
244K
$26.4M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-164- 7.52% |
$16.5K - $20.4K
|
2.02K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.11K- 5.93% |
$313K - $387K
|
49.4K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.7K+ 29.25% |
$6.41M - $7.93M
|
282K
$30.4M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.81K - $2.24K
|
4.02K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.48K- 99.2% |
$149K - $184K
|
12
$1.3K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.4K+ 15.34% |
$242K - $299K
|
18.1K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.72K+ 8.35% |
$273K - $338K
|
35.3K
$3.81M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6K+ 6.37% |
$603K - $746K
|
100K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-567- 4.97% |
$57K - $70.5K
|
10.8K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.03K- 22.02% |
$204K - $252K
|
7.18K
$776K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-131- 1.24% |
$13.2K - $16.3K
|
10.4K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-485- 2.86% |
$48.8K - $60.3K
|
16.5K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
133+ 4.15% |
$13.4K - $16.5K
|
3.34K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.36K+ 59.54% |
$338K - $418K
|
9K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.16K- 6.9% |
$217K - $269K
|
29.2K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-36.6K- 21.58% |
$3.68M - $4.56M
|
133K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
48.6KNew |
$4.88M - $6.04M
|
48.6K
$5.25M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-64- 0.59% |
$6.43K - $7.96K
|
10.8K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 2.1% |
$171K - $211K
|
82.8K
$8.95M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
3KNew |
$302K - $373K
|
3K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.28K- 1.43% |
$128K - $159K
|
88.3K
$9.54M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-110K- 8.02% |
$11M - $13.6M
|
1.26M
$136M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
120K+ 6.17% |
$12.1M - $14.9M
|
2.06M
$223M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.65K+ 57.89% |
$869K - $1.08M
|
23.6K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-465- 3.13% |
$46.8K - $57.8K
|
14.4K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 1.19% |
$7.64K - $9.45K
|
6.47K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-411- 2.26% |
$41.3K - $51.1K
|
17.8K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
455+ 17.14% |
$45.7K - $56.6K
|
3.11K
$336K
|