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 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
43+ 0.83% |
$4.32K - $5.35K
|
5.2K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42New |
$4.22K - $5.22K
|
42
$4.54K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41+ 13.95% |
$4.12K - $5.1K
|
335
$36.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 571.43% |
$4.02K - $4.98K
|
47
$5.08K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
38New |
$3.82K - $4.73K
|
38
$4.11K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36New |
$3.62K - $4.48K
|
36
$3.89K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35+ 19.44% |
$3.52K - $4.35K
|
215
$23.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
34+ 0.21% |
$3.42K - $4.23K
|
16.3K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
33+ 0.69% |
$3.32K - $4.11K
|
4.78K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29+ 25.66% |
$2.92K - $3.61K
|
142
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
28+ 20.44% |
$2.82K - $3.48K
|
165
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
27+ 0.61% |
$2.71K - $3.36K
|
4.44K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27+ 0.6% |
$2.71K - $3.36K
|
4.51K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
26+ 0.96% |
$2.61K - $3.23K
|
2.73K
$295K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$2.31K - $2.86K
|
23
$2.49K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 46.81% |
$2.21K - $2.74K
|
69
$7.46K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 1.0% |
$2.11K - $2.61K
|
2.11K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.61% |
$2.11K - $2.61K
|
3.47K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 150.0% |
$2.11K - $2.61K
|
35
$3.78K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 10.1% |
$2.01K - $2.49K
|
218
$23.6K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
19New |
$1.91K - $2.36K
|
19
$2.05K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.81K - $2.24K
|
4.02K
$435K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 225.0% |
$1.81K - $2.24K
|
26
$2.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16New |
$1.61K - $1.99K
|
16
$1.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$1.61K - $1.99K
|
3.9K
$421K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15New |
$1.51K - $1.87K
|
15
$1.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$1.51K - $1.87K
|
15
$1.62K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14New |
$1.41K - $1.74K
|
14
$1.51K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 1.65% |
$1.41K - $1.74K
|
864
$93.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 2.0% |
$1.41K - $1.74K
|
713
$77.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.16% |
$1.21K - $1.49K
|
7.55K
$816K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11+ 0.26% |
$1.11K - $1.37K
|
4.27K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 57.89% |
$1.11K - $1.37K
|
30
$3.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$1.01K - $1.24K
|
20.4K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9+ 0.04% |
$905 - $1.12K
|
23.6K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 1.78% |
$905 - $1.12K
|
515
$55.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.12% |
$905 - $1.12K
|
7.37K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$804 - $995
|
8
$865
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$804 - $995
|
8
$865
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$804 - $995
|
8
$865
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$704 - $871
|
7
$757
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$603 - $746
|
6
$649
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$503 - $622
|
3.56K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$503 - $622
|
5
$541
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.04% |
$503 - $622
|
12.3K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$503 - $622
|
7
$757
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$402 - $498
|
4
$433
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$402 - $498
|
4
$433
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$402 - $498
|
4
$433
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 3.37% |
$302 - $373
|
92
$9.95K
|