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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.61KNew |
$162K - $200K
|
1.61K
$174K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.48KNew |
$149K - $184K
|
1.48K
$160K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
11.1K+ 76.61% |
$1.11M - $1.38M
|
25.5K
$2.76M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-7.9K- 2.56% |
$794K - $982K
|
301K
$32.5M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-9.08K- 77.93% |
$913K - $1.13M
|
2.57K
$278K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-247- 2.38% |
$24.8K - $30.7K
|
10.1K
$1.1M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$201 - $249
|
2
$216
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.38K+ 2844.44% |
$541K - $669K
|
5.57K
$602K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-72.1K- 62.57% |
$7.24M - $8.96M
|
43.1K
$4.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36New |
$3.62K - $4.48K
|
36
$3.89K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-212- 2.17% |
$21.3K - $26.4K
|
9.54K
$1.03M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-198K- 40.77% |
$19.9M - $24.6M
|
287K
$31M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 1.56% |
$6.13K - $7.59K
|
3.85K
$417K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
19.6K+ 1.25% |
$1.97M - $2.44M
|
1.59M
$171M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
163+ 7.71% |
$16.4K - $20.3K
|
2.28K
$246K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.1KNew |
$412K - $510K
|
4.1K
$443K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.42K- 40.51% |
$243K - $301K
|
3.55K
$384K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-225- 0.75% |
$22.6K - $28K
|
29.8K
$3.22M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
22.3K+ 101.08% |
$2.24M - $2.77M
|
44.3K
$4.79M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 6.67% |
$101 - $124
|
16
$1.73K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$402 - $498
|
4
$433
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
3.14KNew |
$315K - $390K
|
3.14K
$339K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
846+ 4.67% |
$85.1K - $105K
|
19K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.66KNew |
$569K - $704K
|
5.66K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.29K+ 8.7% |
$331K - $410K
|
41.1K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-44.2K- 5.46% |
$4.44M - $5.5M
|
765K
$82.7M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
6.92K+ 13.04% |
$696K - $861K
|
60K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-29.4K- 1.22% |
$2.96M - $3.66M
|
2.38M
$257M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-66- 0.2% |
$6.64K - $8.21K
|
32.5K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.22K- 31.3% |
$525K - $649K
|
11.5K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
511+ 1.66% |
$51.4K - $63.6K
|
31.2K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
49.4K+ 0.44% |
$4.96M - $6.14M
|
11.2M
$1.21B
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-615- 2.01% |
$61.8K - $76.5K
|
30K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
13.3KNew |
$1.33M - $1.65M
|
13.3K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.51K+ 22.41% |
$252K - $312K
|
13.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$804 - $995
|
8
$865
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
47+ 4700.0% |
$4.73K - $5.85K
|
48
$5.19K
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
12.5K+ 3.03% |
$1.26M - $1.56M
|
425K
$46M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.73KNew |
$275K - $340K
|
2.73K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.4K- 35.09% |
$2.96M - $3.66M
|
54.5K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.04K+ 93.01% |
$406K - $503K
|
8.39K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.17K+ 10.07% |
$218K - $270K
|
23.7K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
4.9KNew |
$493K - $610K
|
4.9K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.61KNew |
$262K - $324K
|
2.61K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.13KNew |
$114K - $141K
|
1.13K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84K+ 209.33% |
$688K - $851K
|
10.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-4.56K- 28.26% |
$459K - $568K
|
11.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.94K- 3.57% |
$195K - $242K
|
52.5K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-715- 6.8% |
$71.9K - $88.9K
|
9.81K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
134+ 0.71% |
$13.5K - $16.7K
|
19.1K
$2.06M
|