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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-189- 2.53% |
$19.1K - $21.4K
|
7.28K
$813K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.26K- 71.66% |
$531K - $596K
|
2.08K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.71K- 2.82% |
$274K - $308K
|
93.4K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
561+ 0.63% |
$56.6K - $63.6K
|
90.3K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.74K+ 3.03% |
$276K - $310K
|
92.9K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$505 - $567
|
3.55K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-339- 10.32% |
$34.2K - $38.4K
|
2.95K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.89KNew |
$897K - $1.01M
|
8.89K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 57.65% |
$123K - $138K
|
897
$100K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-14.9K- 6.57% |
$1.5M - $1.69M
|
212K
$23.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.4K- 1.89% |
$242K - $272K
|
125K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.59% |
$30.3K - $34K
|
11.3K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.8K- 9.88% |
$1.09M - $1.22M
|
98.5K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.71K- 1.86% |
$980K - $1.1M
|
513K
$57.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-317- 0.61% |
$32K - $36K
|
51.3K
$5.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
341+ 3.62% |
$34.4K - $38.7K
|
9.75K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-87.1K- 6.4% |
$8.79M - $9.88M
|
1.27M
$142M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-365- 5.77% |
$36.8K - $41.4K
|
5.96K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
324+ 8.8% |
$32.7K - $36.7K
|
4.01K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46+ 7.0% |
$4.64K - $5.22K
|
703
$78.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 0.6% |
$5.55K - $6.24K
|
9.22K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4- 0.19% |
$404 - $454
|
2.08K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90New |
$9.08K - $10.2K
|
90
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
190+ 1.65% |
$19.2K - $21.5K
|
11.7K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
56.4KNew |
$5.7M - $6.4M
|
56.4K
$6.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
398+ 3.93% |
$40.2K - $45.1K
|
10.5K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.76% |
$50.5K - $56.7K
|
12.8K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 51.72% |
$1.51K - $1.7K
|
14
$1.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-288- 1.89% |
$29.1K - $32.7K
|
14.9K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.88K+ 0.18% |
$694K - $780K
|
3.92M
$438M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.89K- 4.08% |
$393K - $441K
|
91.5K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 21.62% |
$807 - $907
|
45
$5.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
45+ 19.48% |
$4.54K - $5.1K
|
276
$30.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49New |
$4.95K - $5.56K
|
49
$5.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
607+ 13.47% |
$61.3K - $68.8K
|
5.11K
$571K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
666+ 2.66% |
$67.2K - $75.5K
|
25.7K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.79K+ 1.01% |
$584K - $657K
|
578K
$64.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
617+ 14.27% |
$62.3K - $70K
|
4.94K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
255K+ 144.83% |
$25.7M - $28.9M
|
431K
$48.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 0.8% |
$4.24K - $4.76K
|
5.23K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 10.11% |
$25.6K - $28.8K
|
2.77K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
43.1K+ 8.65% |
$4.35M - $4.89M
|
541K
$60.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 4.17% |
$10.1K - $11.3K
|
2.3K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
232+ 41.5% |
$23.4K - $26.3K
|
791
$88.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.36K+ 6.58% |
$137K - $154K
|
22K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-3.85K- 6.32% |
$389K - $437K
|
57K
$6.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.97KNew |
$199K - $223K
|
1.97K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
26.3K+ 80.78% |
$2.66M - $2.99M
|
58.9K
$6.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-597- 2.32% |
$60.3K - $67.7K
|
25.1K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.15KNew |
$520K - $584K
|
5.15K
$576K
|