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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.35K- 5.95% |
$135K - $168K
|
21.3K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
138+ 6.81% |
$13.9K - $17.2K
|
2.16K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$201 - $249
|
2
$216
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.36K+ 11.35% |
$338K - $418K
|
33K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$1.13M - $1.4M
|
11.3K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-215K- 5.49% |
$21.7M - $26.8M
|
3.71M
$401M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.12K+ 4.07% |
$214K - $264K
|
54.3K
$5.88M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$503 - $622
|
7
$757
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.07K+ 8.64% |
$811K - $1M
|
101K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-83- 0.07% |
$8.34K - $10.3K
|
124K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
82.2K+ 282.76% |
$8.27M - $10.2M
|
111K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
377+ 5.6% |
$37.9K - $46.9K
|
7.11K
$768K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.03K- 13.1% |
$104K - $128K
|
6.84K
$740K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.18K- 6.45% |
$822K - $1.02M
|
119K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.17% |
$201 - $249
|
1.14K
$123K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.41K- 10.48% |
$243K - $300K
|
20.6K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
91New |
$9.15K - $11.3K
|
91
$9.84K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 500.0% |
$9.55K - $11.8K
|
114
$12.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 30.2% |
$270K - $334K
|
6.2K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-437K- 65.03% |
$44M - $54.4M
|
235K
$25.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$180K - $223K
|
1.79K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 3.76% |
$106K - $131K
|
29.1K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.47K+ 14.64% |
$148K - $183K
|
11.5K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
170+ 1.66% |
$17.1K - $21.1K
|
10.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
2.37K+ 14.77% |
$238K - $294K
|
18.4K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-45- 2.28% |
$4.52K - $5.6K
|
1.93K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 3.85% |
$50.3K - $62.2K
|
12.5K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
371New |
$37.3K - $46.2K
|
371
$40.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
34+ 0.21% |
$3.42K - $4.23K
|
16.3K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.94KNew |
$698K - $864K
|
6.94K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.07% |
$201 - $249
|
2.71K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 21.97% |
$337K - $417K
|
18.6K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.16K- 8.2% |
$217K - $269K
|
24.2K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-98- 15.68% |
$9.85K - $12.2K
|
527
$57K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-305- 13.78% |
$30.7K - $37.9K
|
1.91K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-241- 3.74% |
$24.2K - $30K
|
6.21K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
4.3K+ 38.85% |
$433K - $535K
|
15.4K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49+ 1.63% |
$4.93K - $6.1K
|
3.05K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 39.29% |
$1.11K - $1.37K
|
17
$1.84K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
745+ 2.75% |
$74.9K - $92.7K
|
27.8K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
391+ 13.41% |
$39.3K - $48.6K
|
3.31K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 30.31% |
$150K - $186K
|
3.43K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-545- 0.8% |
$54.8K - $67.8K
|
67.8K
$7.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.37K- 21.27% |
$238K - $295K
|
8.77K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-29- 0.48% |
$2.92K - $3.61K
|
6.07K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 11.71% |
$10.6K - $13.1K
|
1K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-20K- 6.84% |
$2.01M - $2.49M
|
272K
$29.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-474- 20.28% |
$47.7K - $59K
|
1.86K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-389- 0.76% |
$39.1K - $48.4K
|
51K
$5.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-6.28K- 17.51% |
$631K - $781K
|
29.6K
$3.2M
|