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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10- 4.5% |
$764 - $960
|
212
$17.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
186K+ 23.44% |
$14.2M - $17.9M
|
981K
$79.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.4% |
$76.4 - $96
|
254
$20.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-927- 18.81% |
$70.8K - $89K
|
4K
$323K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-34- 64.15% |
$2.6K - $3.26K
|
19
$1.53K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 82.35% |
$1.07K - $1.34K
|
31
$2.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-16- 7.51% |
$1.22K - $1.54K
|
197
$15.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
19+ 0.27% |
$1.45K - $1.82K
|
7.04K
$568K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
208+ 1.39% |
$15.9K - $20K
|
15.1K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.63K- 1.55% |
$125K - $156K
|
103K
$8.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
SELL
|
- |
-12.1K- 45.53% |
$927K - $1.16M
|
14.5K
$1.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7New |
$535 - $672
|
7
$565
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.31K+ 152.26% |
$406K - $510K
|
8.8K
$710K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.89% |
$76.4 - $96
|
54
$4.36K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1- 0.14% |
$76.4 - $96
|
720
$58.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3KNew |
$229K - $288K
|
3K
$242K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-459- 12.99% |
$35.1K - $44K
|
3.08K
$248K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
841New |
$64.3K - $80.7K
|
841
$67.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
982+ 49.9% |
$75K - $94.2K
|
2.95K
$238K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.72K- 46.67% |
$208K - $261K
|
3.11K
$251K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
121+ 0.62% |
$9.25K - $11.6K
|
19.7K
$1.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.99K+ 5.31% |
$228K - $287K
|
59.3K
$4.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-12- 0.28% |
$917 - $1.15K
|
4.28K
$345K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
125+ 2.46% |
$9.55K - $12K
|
5.2K
$420K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.71K- 6.79% |
$513K - $644K
|
92.1K
$7.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.61% |
$993 - $1.25K
|
822
$66.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
980New |
$74.9K - $94K
|
980
$79.1K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-40- 52.63% |
$3.06K - $3.84K
|
36
$2.91K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.6% |
$30.6K - $38.4K
|
15K
$1.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-9.95K- 5.42% |
$760K - $955K
|
174K
$14M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$382 - $480
|
5
$404
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.25K+ 1.37% |
$95.4K - $120K
|
92.2K
$7.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-37- 0.06% |
$2.83K - $3.55K
|
62.5K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-30.9K- 80.51% |
$2.36M - $2.97M
|
7.48K
$604K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
10.3K+ 19.63% |
$783K - $984K
|
62.5K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
57.3K+ 2.09% |
$4.38M - $5.5M
|
2.8M
$226M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-6- 0.06% |
$459 - $576
|
10.1K
$811K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.57K- 39.32% |
$196K - $246K
|
3.96K
$319K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.39K+ 6.86% |
$259K - $325K
|
52.8K
$4.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 22.35% |
$1.45K - $1.82K
|
66
$5.33K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.41% |
$917 - $1.15K
|
2.92K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4+ 0.01% |
$306 - $384
|
29.5K
$2.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
17.7K+ 48.47% |
$1.35M - $1.7M
|
54.1K
$4.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.1KNew |
$313K - $393K
|
4.1K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 13.16% |
$382 - $480
|
33
$2.66K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.9K- 46.57% |
$906K - $1.14M
|
13.6K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.9K+ 24.25% |
$221K - $278K
|
14.8K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-77- 12.18% |
$5.88K - $7.39K
|
555
$44.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-253- 58.43% |
$19.3K - $24.3K
|
180
$14.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-18- 18.95% |
$1.38K - $1.73K
|
77
$6.21K
|
|