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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-11.9KClosed |
$552K - $637K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$465 - $537
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
SELL
|
- |
-4.5KClosed |
$209K - $241K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-93Closed |
$4K - $4.47K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-10.9KClosed |
$467K - $522K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-170KClosed |
$7.31M - $8.17M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-60KClosed |
$2.58M - $2.88M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.55KClosed |
$410K - $459K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$579K - $647K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-126KClosed |
$5.41M - $6.05M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-203Closed |
$8.72K - $9.75K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-72Closed |
$3.09K - $3.46K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.6KClosed |
$327K - $365K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-63KClosed |
$2.7M - $3.02M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-204Closed |
$8.76K - $9.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.92KClosed |
$254K - $284K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-18Closed |
$773 - $864
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7Closed |
$301 - $336
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-2.36KClosed |
$101K - $113K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$4.3K - $4.8K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-130- 2.51% |
$5.58K - $6.24K
|
5.05K
$546K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
204New |
$8.76K - $9.8K
|
204
$22.1K
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
85KNew |
$3.65M - $4.08M
|
85K
$9.19M
|
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-400Closed |
$17.2K - $19.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$54.2K - $60.3K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-54.5KClosed |
$2.37M - $2.63M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$217 - $242
|
5
$541
|
|
|
Feb 10, 2021
Q4 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.59KClosed |
$69.1K - $76.8K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-30.6KClosed |
$1.33M - $1.48M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-7.89KClosed |
$343K - $381K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-17KClosed |
$738K - $821K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
University Of Texas
|
SELL
|
- |
-753Closed |
$32.7K - $36.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-5.24KClosed |
$228K - $253K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Country Trust Bank
|
BUY
|
- |
270New |
$11.7K - $13K
|
270
$29.2K
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.97KClosed |
$129K - $143K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.7KClosed |
$272K - $316K
|
0
$0
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250New |
$10.2K - $11.8K
|
250
$27K
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-45.8KClosed |
$1.86M - $2.16M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.03KClosed |
$41.9K - $48.7K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Fortis Capital Management LLC
|
SELL
|
- |
-43.6KClosed |
$1.77M - $2.06M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.28KClosed |
$255K - $296K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-9.88KClosed |
$401K - $466K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-41.4KClosed |
$1.68M - $1.95M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-23.9KClosed |
$969K - $1.13M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-116Closed |
$4.71K - $5.47K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-500Closed |
$16.7K - $21.5K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Parametrica Management LTD
|
SELL
|
- |
-7.24KClosed |
$242K - $312K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.1KClosed |
$36.8K - $47.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Plaisance Capital LLC
Denver, CO |
SELL
|
- |
-13.2KClosed |
$441K - $568K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-12.7KClosed |
$425K - $548K
|
0
$0
|
|