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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 23.84% |
$2.51K - $2.98K
|
213
$23K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.47KClosed |
$395K - $470K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7.06KClosed |
$431K - $513K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-48.4KClosed |
$2.96M - $3.52M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.93KClosed |
$363K - $431K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.17KClosed |
$353K - $433K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-38.6KClosed |
$2.21M - $2.71M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22KNew |
$1.26M - $1.55M
|
22K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
796New |
$45.5K - $55.9K
|
796
$86.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-5.23KClosed |
$299K - $368K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.29KClosed |
$188K - $231K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-183Closed |
$10.5K - $12.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-61KClosed |
$3.49M - $4.29M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.91KNew |
$224K - $275K
|
3.91K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-316Closed |
$18.1K - $22.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-379Closed |
$21.7K - $26.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-43KClosed |
$2.46M - $3.02M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-4.78KClosed |
$273K - $336K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-87Closed |
$4.97K - $6.11K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-69.4KClosed |
$3.97M - $4.88M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
30KNew |
$1.72M - $2.11M
|
30K
$3.24M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 65.94% |
$8.63K - $10.6K
|
380
$41.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.11KClosed |
$121K - $148K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-500Closed |
$28.6K - $35.1K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-500Closed |
$28.6K - $35.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-4.98KClosed |
$260K - $293K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-19.6KClosed |
$1.02M - $1.15M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-13.1KClosed |
$686K - $773K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-17Closed |
$889 - $1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-7.61KClosed |
$398K - $448K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2KClosed |
$584K - $658K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
131New |
$6.85K - $7.72K
|
131
$14.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-526Closed |
$27.5K - $31K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-300Closed |
$15.7K - $17.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
71New |
$3.71K - $4.18K
|
71
$7.68K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-6.94KClosed |
$363K - $409K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.49KClosed |
$183K - $206K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-11.5KClosed |
$601K - $677K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.15KClosed |
$217K - $244K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.53KNew |
$132K - $149K
|
2.53K
$273K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-500- 0.37% |
$26.2K - $29.5K
|
134K
$14.5M
|
|
| Q2 2021 | |||||||
|
Mar 31, 2022
Q2 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-14.1KClosed |
$654K - $755K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-64.5KClosed |
$3M - $3.46M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$522K - $602K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
4.14KNew |
$192K - $222K
|
4.14K
$447K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.1KClosed |
$51.2K - $59.1K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-21.5KClosed |
$998K - $1.15M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-23Closed |
$1.07K - $1.23K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-308Closed |
$14.3K - $16.5K
|
0
$0
|
|