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 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
61+ 2033.33% |
$6.13K - $7.59K
|
64
$6.92K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.59KNew |
$260K - $322K
|
2.59K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.18% |
$201 - $249
|
1.1K
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.71KNew |
$172K - $213K
|
1.71K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.8KNew |
$181K - $224K
|
1.8K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-793- 7.86% |
$79.7K - $98.6K
|
9.3K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
847New |
$85.2K - $105K
|
847
$91.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03K+ 16.6% |
$204K - $252K
|
14.2K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-13- 0.04% |
$1.31K - $1.62K
|
29.4K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.4K- 9.67% |
$2.85M - $3.53M
|
265K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$510K - $631K
|
5.07K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$804 - $995
|
8
$865
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.65KNew |
$367K - $454K
|
3.65K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.72KNew |
$575K - $711K
|
5.72K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.14K+ 15.56% |
$316K - $391K
|
23.3K
$2.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-9.23K- 22.85% |
$928K - $1.15M
|
31.2K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 766.67% |
$4.62K - $5.72K
|
52
$5.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
167+ 1.43% |
$16.8K - $20.8K
|
11.8K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-971- 0.6% |
$97.6K - $121K
|
161K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 18.51% |
$156K - $193K
|
6.84K
$740K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.05KNew |
$206K - $255K
|
2.05K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.02K+ 3.43% |
$203K - $251K
|
60.9K
$6.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.3K+ 18.83% |
$232K - $287K
|
14.5K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.16K+ 6.59% |
$116K - $144K
|
18.7K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.36K+ 10.3% |
$639K - $791K
|
68.1K
$7.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.8K- 23.93% |
$483K - $598K
|
15.3K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
832K+ 172.52% |
$83.7M - $104M
|
1.31M
$142M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 10.1% |
$2.01K - $2.49K
|
218
$23.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-779- 6.87% |
$78.3K - $96.9K
|
10.6K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 7.08% |
$45.2K - $56K
|
6.81K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
19New |
$1.91K - $2.36K
|
19
$2.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.69KNew |
$270K - $335K
|
2.69K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$164K - $203K
|
1.63K
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.07K+ 12.04% |
$108K - $134K
|
10K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.5KNew |
$1.56M - $1.93M
|
15.5K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$1.61K - $1.99K
|
3.9K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-154K- 6.71% |
$15.5M - $19.2M
|
2.14M
$232M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
114+ 5700.0% |
$11.5K - $14.2K
|
116
$12.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
385+ 4.77% |
$38.7K - $47.9K
|
8.46K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.75KNew |
$176K - $218K
|
1.75K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
122New |
$12.3K - $15.2K
|
122
$13.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.47K- 7.62% |
$952K - $1.18M
|
115K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.32K- 4.66% |
$133K - $164K
|
27K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.1M- 99.2% |
$111M - $137M
|
8.95K
$967K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
389+ 19.78% |
$39.1K - $48.4K
|
2.36K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 47.22% |
$167K - $206K
|
5.17K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.91KNew |
$192K - $238K
|
1.91K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-164K- 12.88% |
$16.5M - $20.4M
|
1.11M
$120M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-358- 13.08% |
$36K - $44.5K
|
2.38K
$257K
|