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 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
10.9KNew |
$835K - $1.05M
|
10.9K
$882K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-112- 18.54% |
$8.56K - $10.7K
|
492
$39.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-73.3K- 85.0% |
$5.6M - $7.03M
|
12.9K
$1.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
218K+ 7294.95% |
$16.7M - $20.9M
|
221K
$17.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-89.1K- 13.3% |
$6.81M - $8.55M
|
581K
$46.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-96.4K- 11.44% |
$7.37M - $9.25M
|
746K
$60.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.9K+ 86.98% |
$833K - $1.05M
|
23.4K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.1K- 51.75% |
$1.46M - $1.83M
|
17.8K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-340- 59.75% |
$26K - $32.6K
|
229
$18.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
180+ 7.3% |
$13.8K - $17.3K
|
2.65K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-196- 5.89% |
$15K - $18.8K
|
3.13K
$253K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-96- 2.9% |
$7.34K - $9.21K
|
3.22K
$260K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
413+ 3.83% |
$31.6K - $39.6K
|
11.2K
$904K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
10New |
$764 - $960
|
10
$807
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
77New |
$5.88K - $7.39K
|
77
$6.21K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
535+ 60.59% |
$40.9K - $51.3K
|
1.42K
$114K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-54- 1.92% |
$4.13K - $5.18K
|
2.76K
$222K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-41- 0.26% |
$3.13K - $3.93K
|
15.6K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.78KNew |
$212K - $266K
|
2.78K
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.55K- 13.89% |
$118K - $148K
|
9.59K
$774K
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
264+ 5.68% |
$20.2K - $25.3K
|
4.91K
$396K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$38.2K - $48K
|
500
$40.4K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-286- 7.9% |
$21.9K - $27.4K
|
3.33K
$269K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 3.34% |
$1.38K - $1.73K
|
557
$44.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
115K+ 38.53% |
$8.79M - $11M
|
413K
$33.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-1.45K- 3.14% |
$111K - $139K
|
44.7K
$3.61M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.84K- 21.01% |
$141K - $177K
|
6.93K
$559K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.49K+ 2.23% |
$318K - $381K
|
160K
$12.9M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$273 - $327
|
3
$242
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.21KNew |
$201K - $241K
|
2.21K
$179K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.6K+ 14.41% |
$145K - $174K
|
12.7K
$1.02M
|
|
|
Dec 05, 2025
Q3 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
55.2K+ 168.29% |
$5.02M - $6.01M
|
88K
$7.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-332- 1.6% |
$30.2K - $36.2K
|
20.5K
$1.65M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.06K- 55.59% |
$278K - $333K
|
2.44K
$197K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 25.0% |
$454 - $545
|
25
$2.02K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-60.2K- 59.74% |
$5.47M - $6.56M
|
40.6K
$3.27M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34M- 95.61% |
$122M - $146M
|
61.7K
$4.98M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 6.67% |
$3.18K - $3.81K
|
560
$45.2K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
304+ 13.26% |
$27.6K - $33.1K
|
2.6K
$210K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-976- 60.55% |
$88.7K - $106K
|
636
$51.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-1.07K- 1.11% |
$97K - $116K
|
94.8K
$7.65M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
815New |
$74.1K - $88.8K
|
815
$65.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
629+ 23.92% |
$57.2K - $68.5K
|
3.26K
$263K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.17K+ 4.15% |
$106K - $127K
|
29.2K
$2.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.7K+ 2.34% |
$1.06M - $1.27M
|
510K
$41.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
230+ 0.75% |
$20.9K - $25.1K
|
31K
$2.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.65K+ 1882.67% |
$513K - $615K
|
5.95K
$480K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
6.5KNew |
$591K - $708K
|
6.5K
$525K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-31.5K- 8.81% |
$2.86M - $3.43M
|
326K
$26.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.1K- 26.31% |
$190K - $228K
|
5.87K
$474K
|
|