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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-220- 7.63% |
$20K - $24K
|
2.66K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
7.12K+ 14.1% |
$647K - $775K
|
57.6K
$4.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
13.3K+ 2.55% |
$1.2M - $1.44M
|
532K
$43M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.84KNew |
$258K - $310K
|
2.84K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.5K- 37.91% |
$2.04M - $2.45M
|
36.8K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
553+ 25.23% |
$50.3K - $60.2K
|
2.75K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
10.9KNew |
$986K - $1.18M
|
10.9K
$876K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.36KNew |
$396K - $474K
|
4.36K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
28New |
$2.54K - $3.05K
|
28
$2.26K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.32K+ 24.44% |
$120K - $144K
|
6.73K
$543K
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$727 - $871
|
88.3K
$7.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
240New |
$21.8K - $26.1K
|
240
$19.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.51KNew |
$319K - $382K
|
3.51K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
72.1K+ 15.61% |
$6.55M - $7.85M
|
533K
$43.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
18.9K+ 14.47% |
$1.72M - $2.06M
|
150K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 28.57% |
$182 - $218
|
5
$404
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-434- 15.85% |
$39.4K - $47.3K
|
2.3K
$186K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-48- 1.14% |
$4.36K - $5.23K
|
4.17K
$336K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
857+ 2.43% |
$77.9K - $93.4K
|
36.1K
$2.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.2K- 22.94% |
$1.2M - $1.44M
|
44.3K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.14K- 12.14% |
$285K - $342K
|
22.7K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.66K+ 17.55% |
$151K - $181K
|
11.1K
$899K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$994K - $1.19M
|
10.9K
$883K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
514+ 3.84% |
$46.7K - $56K
|
13.9K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$90.9 - $109
|
11.7K
$942K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
879+ 2.46% |
$79.9K - $95.7K
|
36.6K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
60K+ 7.89% |
$5.45M - $6.54M
|
821K
$66.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.8K+ 19.83% |
$164K - $196K
|
10.9K
$879K
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-77- 1.28% |
$7K - $8.39K
|
5.92K
$478K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 2.48% |
$272K - $326K
|
124K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
327K+ 63.58% |
$29.8M - $35.7M
|
842K
$68M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
954New |
$86.7K - $104K
|
954
$77K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$909 - $1.09K
|
10
$807
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
34+ 178.95% |
$3.09K - $3.7K
|
53
$4.28K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-103- 76.87% |
$9.36K - $11.2K
|
31
$2.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.78K+ 408.72% |
$162K - $194K
|
2.22K
$179K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 19.16% |
$168K - $202K
|
11.5K
$929K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
252+ 5.6% |
$22.9K - $27.5K
|
4.75K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 1.75% |
$161K - $193K
|
99.1K
$8M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-185- 29.94% |
$16.8K - $20.2K
|
433
$34.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-166- 22.59% |
$15.1K - $18.1K
|
569
$45.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
18K+ 72.62% |
$1.63M - $1.96M
|
42.7K
$3.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-728- 20.58% |
$66.2K - $79.3K
|
2.81K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
52+ 2.61% |
$4.73K - $5.66K
|
2.05K
$165K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.51K+ 26.95% |
$773K - $927K
|
40.1K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-182K- 2.6% |
$16.6M - $19.9M
|
6.83M
$552M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.26% |
$90.9 - $109
|
386
$31.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 14.55% |
$727 - $871
|
47
$3.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23+ 60.53% |
$2.09K - $2.51K
|
61
$4.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-239- 3.91% |
$21.7K - $26K
|
5.87K
$474K
|
|