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 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.06K- 13.04% |
$611K - $687K
|
40.4K
$4.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-17.3K- 2.5% |
$1.74M - $1.96M
|
672K
$75.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$323K - $363K
|
3.2K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
300New |
$30.3K - $34K
|
300
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.09% |
$101 - $113
|
1.1K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 0.23% |
$101 - $113
|
434
$48.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
167+ 0.86% |
$16.9K - $18.9K
|
19.7K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-416- 6.14% |
$42K - $47.2K
|
6.36K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-26.4K- 1.13% |
$2.66M - $2.99M
|
2.3M
$257M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 16.22% |
$606 - $681
|
31
$3.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.91K+ 16.29% |
$192K - $216K
|
13.6K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.14K+ 26.39% |
$216K - $243K
|
10.3K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
316+ 2.78% |
$31.9K - $35.8K
|
11.7K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-263- 2.27% |
$26.5K - $29.8K
|
11.3K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.5K- 16.8% |
$1.56M - $1.75M
|
76.5K
$8.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
788+ 36.06% |
$79.5K - $89.4K
|
2.97K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.05% |
$2.12K - $2.38K
|
42.1K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
217+ 9.22% |
$21.9K - $24.6K
|
2.57K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
52+ 5.75% |
$5.25K - $5.9K
|
957
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.7K- 8.04% |
$2.59M - $2.91M
|
294K
$32.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33K- 72.98% |
$3.34M - $3.75M
|
12.2K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 13.09% |
$41.1K - $46.2K
|
3.52K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-695- 5.63% |
$70.1K - $78.8K
|
11.6K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 1.75% |
$1.01K - $1.13K
|
561
$62.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-521- 4.91% |
$52.6K - $59.1K
|
10.1K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.02KNew |
$203K - $229K
|
2.02K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
45+ 0.26% |
$4.54K - $5.1K
|
17.5K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10+ 0.36% |
$1.01K - $1.13K
|
2.8K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 0.1% |
$12.3K - $13.8K
|
118K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 16.67% |
$14.3K - $16.1K
|
710
$79.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-27- 0.12% |
$2.73K - $3.06K
|
22.9K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 0.84% |
$2.93K - $3.29K
|
3.49K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
14.7K+ 324.31% |
$1.49M - $1.67M
|
19.3K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 38.43% |
$233K - $261K
|
8.3K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191+ 75.49% |
$19.3K - $21.7K
|
444
$49.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 5.39% |
$131K - $147K
|
22.8K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112- 0.39% |
$11.3K - $12.7K
|
28.3K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
140+ 0.68% |
$14.1K - $15.9K
|
20.9K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
20.1KNew |
$2.03M - $2.28M
|
20.1K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-563- 12.41% |
$56.8K - $63.9K
|
3.97K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99KNew |
$201K - $226K
|
1.99K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$807 - $907
|
7.36K
$823K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
610+ 7.48% |
$61.6K - $69.2K
|
8.77K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
6.67K+ 7.41% |
$673K - $757K
|
96.7K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
961+ 18.51% |
$97K - $109K
|
6.15K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-55- 0.7% |
$5.55K - $6.24K
|
7.79K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1KNew |
$101K - $113K
|
1K
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-274K- 49.58% |
$27.6M - $31.1M
|
278K
$31.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
252+ 2.91% |
$25.4K - $28.6K
|
8.92K
$997K
|