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, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-884- 3.04% |
$78.8K - $93.5K
|
28.2K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
3.95KNew |
$352K - $418K
|
3.95K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.05KNew |
$450K - $535K
|
5.05K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.13% |
$535 - $635
|
4.62K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.4K+ 0.08% |
$214K - $254K
|
3.1M
$322M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.64K- 16.0% |
$235K - $279K
|
13.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
86+ 1.27% |
$7.66K - $9.1K
|
6.86K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
96+ 1.5% |
$8.55K - $10.2K
|
6.51K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
815+ 10.73% |
$72.6K - $86.2K
|
8.41K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-144- 0.82% |
$12.8K - $15.2K
|
17.5K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-642- 6.41% |
$57.2K - $67.9K
|
9.37K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.58% |
$178 - $212
|
348
$36.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 1.25% |
$159K - $188K
|
144K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
833K+ 32.28% |
$74.3M - $88.2M
|
3.42M
$355M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
344+ 8.51% |
$30.7K - $36.4K
|
4.39K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
669+ 7.07% |
$59.6K - $70.8K
|
10.1K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.38KNew |
$658K - $781K
|
7.38K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.9K+ 53.33% |
$1.68M - $2M
|
54.3K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71- 3.28% |
$6.33K - $7.51K
|
2.09K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
68+ 1.31% |
$6.06K - $7.2K
|
5.27K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.37K- 15.51% |
$390K - $463K
|
23.8K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
258+ 3.04% |
$23K - $27.3K
|
8.74K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.73K+ 4.1% |
$244K - $289K
|
69.5K
$7.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
480+ 6.81% |
$42.8K - $50.8K
|
7.53K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
67.2K+ 4.03% |
$5.99M - $7.12M
|
1.73M
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
756+ 8.61% |
$67.4K - $80K
|
9.54K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-648- 15.92% |
$57.7K - $68.6K
|
3.42K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
68+ 2.14% |
$6.06K - $7.2K
|
3.24K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
81+ 21.37% |
$7.22K - $8.57K
|
460
$47.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.26K+ 12.14% |
$290K - $345K
|
30.1K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.93K- 68.7% |
$172K - $205K
|
881
$91.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 454.69% |
$156K - $185K
|
2.13K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
385K+ 207.4% |
$34.3M - $40.7M
|
570K
$59.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$187K - $222K
|
2.1K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.3K- 2.66% |
$1.27M - $1.51M
|
523K
$54.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
6.54KNew |
$582K - $692K
|
6.54K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.46KNew |
$219K - $260K
|
2.46K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-260- 48.87% |
$23.2K - $27.5K
|
272
$28.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 1.14% |
$1.16K - $1.38K
|
1.15K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.3K- 5.46% |
$1.99M - $2.36M
|
386K
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.1K+ 11.79% |
$276K - $328K
|
29.4K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.95KNew |
$352K - $418K
|
3.95K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.52% |
$26.7K - $31.7K
|
11.6K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
231New |
$20.6K - $24.4K
|
231
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-338- 0.73% |
$30.1K - $35.8K
|
45.7K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-225K- 42.0% |
$20.1M - $23.8M
|
311K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8- 0.18% |
$713 - $847
|
4.51K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.29K- 13.69% |
$293K - $348K
|
20.8K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.15K+ 9.75% |
$369K - $439K
|
46.7K
$4.85M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
6.23KNew |
$556K - $660K
|
6.23K
$647K
|