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 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.12% |
$905 - $1.12K
|
7.37K
$797K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 60.0% |
$302 - $373
|
8
$865
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$402 - $498
|
4
$433
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
6.2K+ 146.52% |
$623K - $771K
|
10.4K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 150.0% |
$2.11K - $2.61K
|
35
$3.78K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$177K - $219K
|
1.76K
$191K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-7.64K- 1.41% |
$768K - $951K
|
533K
$57.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.31K+ 115600.0% |
$232K - $288K
|
2.31K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 29.7% |
$59.5K - $73.6K
|
2.59K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-200- 74.91% |
$20.1K - $24.9K
|
67
$7.24K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-203- 23.04% |
$20.4K - $25.3K
|
678
$73.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
88+ 82.24% |
$8.85K - $10.9K
|
195
$21.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 1.4% |
$201 - $249
|
141
$15.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$189K - $234K
|
1.88K
$204K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-261- 6.64% |
$26.2K - $32.5K
|
3.67K
$397K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.32% |
$1.01K - $1.24K
|
3.14K
$340K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 571.43% |
$4.02K - $4.98K
|
47
$5.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$302 - $373
|
3
$324
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 225.0% |
$1.81K - $2.24K
|
26
$2.81K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
84+ 12.23% |
$8.45K - $10.4K
|
771
$83.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.5K- 8.38% |
$351K - $435K
|
38.2K
$4.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.64KNew |
$165K - $204K
|
1.64K
$177K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
403K+ 39.25% |
$40.7M - $45.8M
|
1.43M
$155M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.91K+ 4.56% |
$294K - $330K
|
66.8K
$7.22M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-490- 0.1% |
$49.5K - $55.6K
|
513K
$55.5M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
31.2KNew |
$3.15M - $3.54M
|
31.2K
$3.38M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.74KNew |
$680K - $764K
|
6.74K
$728K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
2.04KNew |
$206K - $232K
|
2.04K
$221K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.98KNew |
$200K - $225K
|
1.98K
$215K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
70New |
$7.07K - $7.94K
|
70
$7.57K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-8- 0.21% |
$807 - $907
|
3.74K
$404K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
256+ 581.82% |
$25.8K - $29K
|
300
$32.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 2.52% |
$1.32M - $1.49M
|
506K
$54.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4KNew |
$404K - $454K
|
4K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
723+ 16.32% |
$73K - $82K
|
5.15K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 1.3% |
$606 - $681
|
466
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
303New |
$30.6K - $34.4K
|
303
$32.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7.51KNew |
$758K - $852K
|
7.51K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.21K+ 24.71% |
$223K - $250K
|
11.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
117K+ 564.88% |
$11.8M - $13.3M
|
138K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
41.7KNew |
$4.21M - $4.73M
|
41.7K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.58KNew |
$260K - $292K
|
2.58K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.9K+ 84.56% |
$1.2M - $1.35M
|
26K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
102KNew |
$10.3M - $11.5M
|
102K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
628+ 5.54% |
$63.4K - $71.2K
|
12K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-511- 67.77% |
$51.6K - $58K
|
243
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$249K - $280K
|
2.47K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.71M - $3.04M
|
26.8K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.54KNew |
$458K - $515K
|
4.54K
$491K
|
|