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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 63.64% |
$2.54K - $3.05K
|
72
$5.81K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
79+ 1.42% |
$7.18K - $8.61K
|
5.66K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 0.64% |
$8.27K - $9.91K
|
14.3K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-304- 51.61% |
$27.6K - $33.1K
|
285
$23K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.67KNew |
$697K - $835K
|
7.67K
$619K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.44KNew |
$313K - $375K
|
3.44K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$2.91K - $3.49K
|
32
$2.58K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
24New |
$2.18K - $2.61K
|
24
$1.94K
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
569K+ 69.72% |
$51.7M - $62M
|
1.39M
$112M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-38- 61.29% |
$3.45K - $4.14K
|
24
$1.94K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.14K+ 2.5% |
$194K - $233K
|
87.8K
$7.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-50- 0.75% |
$4.54K - $5.45K
|
6.63K
$535K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
7.99K+ 2.32% |
$726K - $871K
|
352K
$28.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
65.1K+ 13.39% |
$5.92M - $7.1M
|
552K
$44.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
8.79K+ 34.12% |
$799K - $957K
|
34.5K
$2.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
431+ 0.34% |
$39.2K - $46.9K
|
128K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.8KNew |
$1.07M - $1.28M
|
11.8K
$951K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
70KNew |
$6.37M - $7.63M
|
70K
$5.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-128- 3.72% |
$11.6K - $13.9K
|
3.32K
$268K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
55.4KNew |
$5.03M - $6.03M
|
55.4K
$4.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-21.7K- 21.93% |
$1.97M - $2.36M
|
77.3K
$6.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
2.95K+ 1.66% |
$268K - $322K
|
180K
$14.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
399+ 0.45% |
$36.3K - $43.5K
|
88.6K
$7.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
265+ 13.58% |
$24.1K - $28.9K
|
2.22K
$179K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.53K+ 2.5% |
$139K - $166K
|
62.5K
$5.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37- 26.06% |
$3.36K - $4.03K
|
105
$8.47K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-55- 2.02% |
$5K - $5.99K
|
2.67K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.36K- 3.22% |
$124K - $148K
|
40.8K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-983- 3.44% |
$89.3K - $107K
|
27.6K
$2.23M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.14KNew |
$195K - $233K
|
2.14K
$173K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
233+ 2.2% |
$21.2K - $25.4K
|
10.8K
$872K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-35- 50.0% |
$3.18K - $3.81K
|
35
$2.82K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
101+ 439.13% |
$9.18K - $11K
|
124
$10K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 1.01% |
$3.73K - $4.47K
|
4.1K
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
84+ 1.28% |
$7.63K - $9.15K
|
6.67K
$538K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
14.9K+ 10.83% |
$1.35M - $1.62M
|
152K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
220K+ 1004.87% |
$20M - $23.9M
|
241K
$19.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
70+ 205.88% |
$6.36K - $7.63K
|
104
$8.39K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 3.61% |
$1.09K - $1.31K
|
320
$25.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
298+ 44.02% |
$27.1K - $32.5K
|
975
$78.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.04K- 22.61% |
$185K - $222K
|
6.98K
$563K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
79+ 10.09% |
$7.18K - $8.61K
|
862
$69.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-6- 8.45% |
$545 - $654
|
65
$5.25K
|
|
|
Oct 30, 2025
Q3 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-118- 0.11% |
$10.7K - $12.9K
|
109K
$8.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-32.8K- 44.84% |
$2.98M - $3.57M
|
40.3K
$3.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-600- 7.87% |
$54.5K - $65.4K
|
7.02K
$567K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.38K- 9.59% |
$125K - $150K
|
13K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.1K+ 10.94% |
$99.8K - $120K
|
11.1K
$898K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
9.66K+ 61.09% |
$878K - $1.05M
|
25.5K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
211+ 2.1% |
$19.2K - $23K
|
10.2K
$827K
|
|