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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2019
Q3 2019
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-28.1KClosed |
$957K - $1.04M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-70Closed |
$2.38K - $2.58K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-676Closed |
$23K - $24.9K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.67KClosed |
$56.9K - $61.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 08, 2025
Q2 2019
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-103KClosed |
$3.05M - $3.45M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.9KClosed |
$234K - $265K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-15Closed |
$445 - $503
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-14.6KClosed |
$433K - $489K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-103KClosed |
$3.04M - $3.44M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16Closed |
$475 - $536
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-64Closed |
$1.9K - $2.14K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-302Closed |
$8.96K - $10.1K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-58Closed |
$1.72K - $1.94K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
216New |
$6.41K - $7.24K
|
216
$20.5K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-91Closed |
$2.43K - $2.72K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-46.7KClosed |
$1.25M - $1.4M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11KClosed |
$293K - $328K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-800Closed |
$21.4K - $23.9K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-44.8KClosed |
$1.2M - $1.34M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-39.2KClosed |
$1.02M - $1.16M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-45.7KClosed |
$1.19M - $1.35M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.38KClosed |
$35.9K - $40.8K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-408Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.3KClosed |
$86K - $97.8K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-44Closed |
$1.15K - $1.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-3.96KClosed |
$103K - $117K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-59Closed |
$1.54K - $1.75K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.91KClosed |
$75.9K - $86.2K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-47Closed |
$1.23K - $1.39K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-592Closed |
$15.4K - $17.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Royce & Associates LP
|
SELL
|
- |
-119KClosed |
$3.28M - $3.71M
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-152Closed |
$4.21K - $4.76K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-71.1KClosed |
$1.97M - $2.23M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-763KClosed |
$18.9M - $21.8M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-3.84KClosed |
$95.4K - $110K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-782KClosed |
$19.4M - $22.3M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-27.1KClosed |
$673K - $775K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Buckhead Capital Management LLC
|
SELL
|
- |
-108KClosed |
$2.68M - $3.08M
|
0
$0
|
|
|
Jul 02, 2018
Q2 2018
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 100.0% |
$261K - $300K
|
21K
$1.99M
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
68+ 100.0% |
$1.7K - $1.83K
|
136
$12.9K
|
|
|
May 15, 2018
Q1 2018
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
13+ 100.0% |
$325 - $350
|
26
$2.46K
|
|
|
May 15, 2018
Q1 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-4KClosed |
$99.9K - $108K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Covington Capital Management
|
SELL
|
- |
-180Closed |
$4.49K - $4.84K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Harbor Advisors LLC
|
BUY
|
- |
12K+ 100.0% |
$300K - $323K
|
24K
$2.27M
|
|
|
May 09, 2018
Q1 2018
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-1.27MClosed |
$31.7M - $34.2M
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-70Closed |
$1.75K - $1.88K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
CALL |
-30KClosed |
$726K - $779K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-110Closed |
$2.66K - $2.86K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-229KClosed |
$5.54M - $5.95M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 02, 2017
Q3 2017
|
Nelson Capital Management, LLC
|
SELL
|
- |
-100Closed |
$2.17K - $2.44K
|
0
$0
|
|