Latest Institutional Purchases of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.79KNew |
$180K - $223K
|
1.79K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$180K - $223K
|
1.79K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.79KNew |
$180K - $222K
|
1.79K
$193K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$177K - $219K
|
1.76K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.75KNew |
$176K - $218K
|
1.75K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.74K+ 70.64% |
$175K - $217K
|
4.21K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.72KNew |
$173K - $214K
|
1.72K
$186K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.71KNew |
$172K - $213K
|
1.71K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 36.4% |
$172K - $212K
|
6.4K
$692K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 2.1% |
$171K - $211K
|
82.8K
$8.95M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$169K - $209K
|
1.68K
$182K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 3.87% |
$168K - $208K
|
44.9K
$4.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 47.22% |
$167K - $206K
|
5.17K
$559K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.64KNew |
$165K - $204K
|
1.64K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$165K - $204K
|
1.64K
$177K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$164K - $203K
|
1.63K
$176K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62K+ 2.49% |
$163K - $201K
|
66.8K
$7.22M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
1.61K+ 1.79% |
$162K - $201K
|
91.9K
$9.94M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.61KNew |
$162K - $200K
|
1.61K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.6K+ 20.17% |
$161K - $199K
|
9.53K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 5.96% |
$160K - $198K
|
28.3K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.52K+ 18.27% |
$152K - $189K
|
9.82K
$1.06M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.48KNew |
$149K - $184K
|
1.48K
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.47K+ 14.64% |
$148K - $183K
|
11.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.4K+ 14.03% |
$141K - $174K
|
11.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.39K+ 5.79% |
$140K - $173K
|
25.4K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.36K+ 37.33% |
$136K - $169K
|
4.99K
$539K
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.32K+ 0.39% |
$133K - $164K
|
342K
$36.9M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.26K+ 5.56% |
$127K - $157K
|
24K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.18K+ 58.62% |
$119K - $147K
|
3.2K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.16K+ 0.42% |
$117K - $145K
|
280K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.16K+ 6.59% |
$116K - $144K
|
18.7K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.14K+ 2.36% |
$114K - $141K
|
49.3K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.13KNew |
$114K - $141K
|
1.13K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.09K+ 340.81% |
$110K - $136K
|
1.42K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.07K+ 12.04% |
$108K - $134K
|
10K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 3.76% |
$106K - $131K
|
29.1K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
847New |
$85.2K - $105K
|
847
$91.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
846+ 4.67% |
$85.1K - $105K
|
19K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
786+ 9.36% |
$79K - $97.8K
|
9.18K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
782+ 10.42% |
$78.6K - $97.3K
|
8.28K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
746+ 8.11% |
$75K - $92.8K
|
9.95K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
745+ 2.75% |
$74.9K - $92.7K
|
27.8K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
715New |
$71.9K - $88.9K
|
715
$77.3K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
703+ 26.41% |
$70.7K - $87.5K
|
3.37K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
697+ 19.89% |
$70.1K - $86.7K
|
4.2K
$454K
|