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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-682- 5.84% |
$68.6K - $84.8K
|
11K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
11.8KNew |
$1.19M - $1.47M
|
11.8K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20K- 9.02% |
$2.01M - $2.49M
|
202K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
3.17K+ 9.29% |
$319K - $394K
|
37.3K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-123- 2.24% |
$12.4K - $15.3K
|
5.38K
$582K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-35.2K- 27.57% |
$3.54M - $4.38M
|
92.6K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-64- 1.19% |
$6.43K - $7.96K
|
5.29K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 63.35% |
$461K - $571K
|
11.8K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
190+ 2.03% |
$19.1K - $23.6K
|
9.55K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.6K+ 20.94% |
$764K - $945K
|
43.9K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.3K- 21.39% |
$734K - $908K
|
26.8K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27+ 0.6% |
$2.71K - $3.36K
|
4.51K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.84K+ 14.74% |
$486K - $602K
|
37.7K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35+ 19.44% |
$3.52K - $4.35K
|
215
$23.2K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-939- 8.29% |
$94.4K - $117K
|
10.4K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-534- 9.5% |
$53.7K - $66.4K
|
5.09K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
19.2K+ 5.94% |
$1.93M - $2.39M
|
343K
$37.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 2.01% |
$14.7K - $18.2K
|
7.42K
$803K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$176K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-364- 13.88% |
$36.6K - $45.3K
|
2.26K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-139- 1.65% |
$14K - $17.3K
|
8.27K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
389+ 6.0% |
$39.1K - $48.4K
|
6.87K
$743K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-362- 7.82% |
$36.4K - $45K
|
4.27K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$402 - $498
|
4
$433
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.71K+ 226.43% |
$474K - $586K
|
6.79K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
214+ 104.39% |
$21.5K - $26.6K
|
419
$45.3K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-66- 0.63% |
$6.64K - $8.21K
|
10.4K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.79K+ 12.89% |
$280K - $347K
|
24.4K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.86% |
$302 - $373
|
346
$37.4K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-137K- 32.28% |
$13.7M - $17M
|
286K
$31M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
683+ 3.87% |
$68.7K - $85K
|
18.3K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-252K- 51.57% |
$25.4M - $31.4M
|
237K
$25.6M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
62+ 155.0% |
$6.23K - $7.71K
|
102
$11K
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-32.9K- 8.4% |
$3.31M - $4.09M
|
359K
$38.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-13.3K- 7.13% |
$1.34M - $1.66M
|
174K
$18.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.76K+ 4.6% |
$378K - $468K
|
85.5K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$2.31K - $2.86K
|
23
$2.49K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-3.95K- 22.66% |
$397K - $492K
|
13.5K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.75K+ 26.37% |
$277K - $342K
|
13.2K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.09K+ 340.81% |
$110K - $136K
|
1.42K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 5.47% |
$690K - $853K
|
118K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
19.7K+ 6.46% |
$1.98M - $2.44M
|
324K
$35M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-147- 6.22% |
$14.8K - $18.3K
|
2.22K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.11K- 15.55% |
$213K - $263K
|
11.5K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.72KNew |
$173K - $214K
|
1.72K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-88- 1.59% |
$8.85K - $10.9K
|
5.44K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
103+ 3.32% |
$10.4K - $12.8K
|
3.21K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-624- 10.46% |
$62.7K - $77.6K
|
5.34K
$577K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 1.38% |
$7.24K - $8.96K
|
5.15K
$557K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.95KNew |
$196K - $243K
|
1.95K
$211K
|