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 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
683+ 3.87% |
$68.7K - $85K
|
18.3K
$1.98M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
673+ 19.14% |
$67.7K - $83.7K
|
4.19K
$453K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
668New |
$67.2K - $83.1K
|
668
$72.2K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
611+ 22.68% |
$61.4K - $76K
|
3.31K
$357K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
608+ 136.94% |
$61.1K - $75.6K
|
1.05K
$114K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
600New |
$60.3K - $74.6K
|
600
$64.9K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 29.7% |
$59.5K - $73.6K
|
2.59K
$280K
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
550+ 8.75% |
$55.3K - $68.4K
|
6.83K
$739K
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
533New |
$53.6K - $66.3K
|
533
$57.6K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
530+ 189.96% |
$53.3K - $65.9K
|
809
$87.5K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
517+ 2.47% |
$52K - $64.3K
|
21.4K
$2.32M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
515+ 3.03% |
$51.8K - $64.1K
|
17.5K
$1.89M
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
511+ 1.66% |
$51.4K - $63.6K
|
31.2K
$3.38M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
508+ 39.11% |
$51.1K - $63.2K
|
1.81K
$195K
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
500+ 0.07% |
$50.3K - $62.2K
|
686K
$74.1M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
455+ 17.14% |
$45.7K - $56.6K
|
3.11K
$336K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 7.08% |
$45.2K - $56K
|
6.81K
$736K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
391+ 13.41% |
$39.3K - $48.6K
|
3.31K
$358K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
389+ 6.0% |
$39.1K - $48.4K
|
6.87K
$743K
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
389+ 19.78% |
$39.1K - $48.4K
|
2.36K
$255K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
385+ 4.77% |
$38.7K - $47.9K
|
8.46K
$915K
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
377+ 5.6% |
$37.9K - $46.9K
|
7.11K
$768K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
372+ 0.85% |
$37.4K - $46.3K
|
44.2K
$4.78M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
371New |
$37.3K - $46.2K
|
371
$40.1K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
333New |
$33.5K - $41.4K
|
333
$36K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
333+ 10.96% |
$33.5K - $41.4K
|
3.37K
$365K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
332+ 67.76% |
$33.4K - $41.3K
|
822
$88.9K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
332+ 4.4% |
$33.4K - $41.3K
|
7.88K
$852K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
331+ 0.64% |
$33.3K - $41.2K
|
52.2K
$5.65M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
307+ 0.51% |
$30.9K - $38.2K
|
60.7K
$6.56M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
281+ 8.61% |
$28.3K - $35K
|
3.55K
$383K
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
277+ 1.94% |
$27.8K - $34.5K
|
14.5K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
275+ 0.23% |
$27.6K - $34.2K
|
119K
$12.9M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
275+ 17.32% |
$27.6K - $34.2K
|
1.86K
$201K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
257+ 36.56% |
$25.8K - $32K
|
960
$104K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$25.1K - $31.1K
|
250
$27K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
227+ 3.71% |
$22.8K - $28.2K
|
6.34K
$686K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
224+ 8.68% |
$22.5K - $27.9K
|
2.8K
$303K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
223+ 6.81% |
$22.4K - $27.7K
|
3.5K
$378K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
219+ 0.09% |
$22K - $27.2K
|
244K
$26.4M
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
218+ 22.61% |
$21.9K - $27.1K
|
1.18K
$128K
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
217+ 4.44% |
$21.8K - $27K
|
5.1K
$552K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
214+ 104.39% |
$21.5K - $26.6K
|
419
$45.3K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
214+ 16.2% |
$21.5K - $26.6K
|
1.54K
$166K
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
213New |
$21.4K - $26.5K
|
213
$23K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
209+ 8.61% |
$21K - $26K
|
2.64K
$285K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
206New |
$20.7K - $25.6K
|
206
$22.3K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
200+ 10.72% |
$20.1K - $24.9K
|
2.07K
$223K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
194+ 0.08% |
$19.5K - $24.1K
|
247K
$26.7M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
193+ 1.98% |
$19.4K - $24K
|
9.94K
$1.08M
|