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 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
94+ 0.13% |
$9.45K - $11.7K
|
70K
$7.57M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 46.81% |
$2.21K - $2.74K
|
69
$7.46K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.84KNew |
$185K - $229K
|
1.84K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-42- 0.91% |
$4.22K - $5.22K
|
4.59K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
159+ 4.56% |
$16K - $19.8K
|
3.65K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
703+ 26.41% |
$70.7K - $87.5K
|
3.37K
$364K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-175K- 60.48% |
$17.6M - $21.8M
|
114K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.66K- 4.21% |
$167K - $206K
|
37.7K
$4.07M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-900- 34.0% |
$90.5K - $112K
|
1.75K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-135- 0.19% |
$13.6K - $16.8K
|
70.3K
$7.6M
|
|
|
May 01, 2025
Q1 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-19.2K- 16.96% |
$1.93M - $2.39M
|
94.1K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-432- 1.72% |
$43.4K - $53.7K
|
24.7K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
227+ 3.71% |
$22.8K - $28.2K
|
6.34K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
70New |
$7.04K - $8.71K
|
70
$7.57K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.39K- 4.8% |
$441K - $546K
|
87.1K
$9.42M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.93KNew |
$295K - $365K
|
2.93K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-202- 1.59% |
$20.3K - $25.1K
|
12.5K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 3.97% |
$7.24K - $8.96K
|
1.74K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.07% |
$201 - $249
|
2.77K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-25.8K- 81.39% |
$2.59M - $3.21M
|
5.89K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.61K- 38.9% |
$162K - $201K
|
2.53K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96+ 26.82% |
$9.65K - $11.9K
|
454
$49.1K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.32K+ 56.81% |
$535K - $662K
|
14.7K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 0.22% |
$3.42K - $4.23K
|
15.4K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-8.51K- 3.27% |
$855K - $1.06M
|
252K
$27.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$25.1K - $31.1K
|
250
$27K
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
47+ 0.1% |
$4.73K - $5.85K
|
48.8K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.44K- 9.71% |
$748K - $925K
|
69.1K
$7.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.16K+ 103.59% |
$218K - $269K
|
4.25K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 57.89% |
$1.11K - $1.37K
|
30
$3.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16New |
$1.61K - $1.99K
|
16
$1.73K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.77% |
$20.1K - $24.9K
|
11.1K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 2.36% |
$141K - $175K
|
58.1K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.94KNew |
$195K - $241K
|
1.94K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
257+ 36.56% |
$25.8K - $32K
|
960
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
46+ 0.87% |
$4.62K - $5.72K
|
5.36K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
50+ 1.23% |
$5.03K - $6.22K
|
4.11K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.14K+ 2.36% |
$114K - $141K
|
49.3K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.04% |
$503 - $622
|
12.3K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.54K- 11.49% |
$154K - $191K
|
11.8K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-11.8K- 9.78% |
$1.19M - $1.47M
|
109K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.16% |
$10.1K - $12.4K
|
64.4K
$6.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
164+ 0.57% |
$16.5K - $20.4K
|
29.2K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
23.2KNew |
$2.33M - $2.88M
|
23.2K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
372+ 0.85% |
$37.4K - $46.3K
|
44.2K
$4.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
192+ 1.07% |
$19.3K - $23.9K
|
18.1K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-143- 2.66% |
$14.4K - $17.8K
|
5.23K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-242- 8.65% |
$24.3K - $30.1K
|
2.56K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 2.0% |
$1.41K - $1.74K
|
713
$77.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
72New |
$7.24K - $8.96K
|
72
$7.79K
|