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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
192+ 1.07% |
$19.3K - $23.9K
|
18.1K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
190+ 2.03% |
$19.1K - $23.6K
|
9.55K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
170+ 1.66% |
$17.1K - $21.1K
|
10.4K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
167+ 5.16% |
$16.8K - $20.8K
|
3.41K
$368K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
167+ 1.43% |
$16.8K - $20.8K
|
11.8K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
166+ 188.64% |
$16.7K - $20.7K
|
254
$27.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
164+ 0.57% |
$16.5K - $20.4K
|
29.2K
$3.15M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
163+ 7.71% |
$16.4K - $20.3K
|
2.28K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
159+ 4.56% |
$16K - $19.8K
|
3.65K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
147+ 4.26% |
$14.8K - $18.3K
|
3.6K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 2.01% |
$14.7K - $18.2K
|
7.42K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 45.66% |
$14.3K - $17.7K
|
453
$49K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
138+ 6.81% |
$13.9K - $17.2K
|
2.16K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
136+ 3.01% |
$13.7K - $16.9K
|
4.66K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
134+ 0.71% |
$13.5K - $16.7K
|
19.1K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
133+ 4.15% |
$13.4K - $16.5K
|
3.34K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
127+ 668.42% |
$12.8K - $15.8K
|
146
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
124New |
$12.5K - $15.4K
|
124
$13.4K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
122New |
$12.3K - $15.2K
|
122
$13.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
114+ 5700.0% |
$11.5K - $14.2K
|
116
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
109New |
$11K - $13.6K
|
109
$11.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
105+ 12.62% |
$10.6K - $13.1K
|
937
$101K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 11.71% |
$10.6K - $13.1K
|
1K
$108K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
103+ 4.24% |
$10.4K - $12.8K
|
2.53K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
103+ 3.32% |
$10.4K - $12.8K
|
3.21K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
96New |
$9.65K - $11.9K
|
96
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96+ 26.82% |
$9.65K - $11.9K
|
454
$49.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 500.0% |
$9.55K - $11.8K
|
114
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
94+ 0.13% |
$9.45K - $11.7K
|
70K
$7.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
91New |
$9.15K - $11.3K
|
91
$9.84K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
88New |
$8.85K - $10.9K
|
88
$9.52K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
88+ 82.24% |
$8.85K - $10.9K
|
195
$21.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
84+ 12.23% |
$8.45K - $10.4K
|
771
$83.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
79+ 1.9% |
$7.94K - $9.83K
|
4.24K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 1.19% |
$7.64K - $9.45K
|
6.47K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
72New |
$7.24K - $8.96K
|
72
$7.79K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
71+ 0.15% |
$7.14K - $8.83K
|
46.5K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
70New |
$7.04K - $8.71K
|
70
$7.57K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
67+ 24.28% |
$6.74K - $8.33K
|
343
$37.1K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
62+ 155.0% |
$6.23K - $7.71K
|
102
$11K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
61+ 2033.33% |
$6.13K - $7.59K
|
64
$6.92K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
54+ 0.58% |
$5.43K - $6.72K
|
9.39K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 2.39% |
$5.03K - $6.22K
|
2.14K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
50+ 1.23% |
$5.03K - $6.22K
|
4.11K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
49+ 9.23% |
$4.93K - $6.1K
|
580
$62.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49+ 1.63% |
$4.93K - $6.1K
|
3.05K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
47+ 4700.0% |
$4.73K - $5.85K
|
48
$5.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
47+ 0.1% |
$4.73K - $5.85K
|
48.8K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
46+ 0.87% |
$4.62K - $5.72K
|
5.36K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 766.67% |
$4.62K - $5.72K
|
52
$5.62K
|