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 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.34K - $1.55K
|
25
$2.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-44- 9.93% |
$2.35K - $2.73K
|
399
$43.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$534 - $620
|
10
$1.08K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4New |
$214 - $248
|
4
$433
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
12.8KNew |
$702K - $812K
|
12.8K
$1.38M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-26KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18New |
$991 - $1.15K
|
18
$1.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
7.9KNew |
$435K - $503K
|
7.9K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
251KNew |
$13.8M - $16M
|
251K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41KNew |
$77.5K - $89.7K
|
1.41K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.31% |
$826 - $956
|
4.75K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 76.9% |
$56.8K - $65.7K
|
310
$33.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
325K+ 185.71% |
$17.9M - $20.7M
|
500K
$54.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.99KNew |
$550K - $636K
|
9.99K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$719K - $832K
|
13.1K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
5.09KNew |
$280K - $324K
|
5.09K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.2KNew |
$559K - $647K
|
10.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
250New |
$13.8K - $15.9K
|
250
$27K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-354- 7.86% |
$19.5K - $22.6K
|
4.15K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.33K+ 183.22% |
$403K - $467K
|
11.3K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.01K- 57.42% |
$220K - $255K
|
2.97K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10New |
$551 - $637
|
10
$1.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
68+ 15.35% |
$3.74K - $4.33K
|
511
$55.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 33.33% |
$1.27K - $1.47K
|
46
$4.97K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3K- 21.43% |
$165K - $191K
|
11K
$1.19M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
746New |
$41.1K - $47.5K
|
746
$80.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 32.03% |
$13.5K - $15.6K
|
520
$56.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$702K - $812K
|
12.8K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
147New |
$8.09K - $9.37K
|
147
$15.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
11.8KNew |
$651K - $754K
|
11.8K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
506New |
$27.9K - $32.2K
|
506
$54.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
400New |
$22K - $25.5K
|
400
$43.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.01K+ 12.83% |
$55.6K - $64.3K
|
8.88K
$961K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$275 - $319
|
5
$541
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
431New |
$23.7K - $27.5K
|
431
$46.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-507- 59.3% |
$27.9K - $32.3K
|
348
$37.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45New |
$2.48K - $2.87K
|
45
$4.87K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$60.7K - $70.2K
|
1.1K
$119K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-88Closed |
$5.13K - $6K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5K+ 8.97% |
$204K - $238K
|
42.5K
$4.6M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$2.1K - $2.45K
|
36
$3.89K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-18K- 37.33% |
$1.05M - $1.23M
|
30.3K
$3.27M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.28K- 34.62% |
$133K - $155K
|
4.3K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
15New |
$875 - $1.02K
|
15
$1.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
7.7KNew |
$449K - $525K
|
7.7K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.3K- 22.1% |
$192K - $225K
|
11.6K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
970KNew |
$56.6M - $66.1M
|
970K
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40.5K- 46.7% |
$2.36M - $2.76M
|
46.2K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-117K- 41.63% |
$6.84M - $8M
|
165K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
18New |
$1.05K - $1.23K
|
18
$1.95K
|
|