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 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-107- 29.23% |
$9.72K - $11.7K
|
259
$20.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
940+ 22.78% |
$85.4K - $102K
|
5.07K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.02% |
$90.9 - $109
|
4.73K
$381K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-25- 0.08% |
$2.27K - $2.72K
|
29.5K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
129+ 0.7% |
$11.7K - $14.1K
|
18.6K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.41K- 3.05% |
$582K - $698K
|
204K
$16.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
4.29KNew |
$390K - $468K
|
4.29K
$346K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.4K
|
22
$1.78K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
530+ 15.11% |
$48.2K - $57.7K
|
4.04K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.88KNew |
$262K - $314K
|
2.88K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-138- 62.44% |
$12.5K - $15K
|
83
$6.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.6K- 35.52% |
$1.05M - $1.26M
|
21K
$1.7M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
821New |
$74.6K - $89.4K
|
821
$66.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.3K- 79.09% |
$1.03M - $1.23M
|
2.99K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-550- 3.75% |
$50K - $59.9K
|
14.1K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 0.49% |
$45.4K - $54.5K
|
102K
$8.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3+ 0.04% |
$273 - $327
|
7.77K
$627K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
265+ 1.32% |
$24.1K - $28.9K
|
20.4K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.77K+ 26.9% |
$343K - $411K
|
17.8K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
437+ 64.64% |
$39.7K - $47.6K
|
1.11K
$89.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
324+ 2.99% |
$29.4K - $35.3K
|
11.2K
$900K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5- 5.0% |
$454 - $545
|
95
$7.67K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
16+ 0.13% |
$1.45K - $1.74K
|
12.8K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.45K- 4.08% |
$222K - $266K
|
57.5K
$4.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-259- 4.92% |
$23.5K - $28.2K
|
5.01K
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
253+ 8.19% |
$23K - $27.6K
|
3.34K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.08K- 0.34% |
$97.8K - $117K
|
319K
$25.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-28- 0.53% |
$2.54K - $3.05K
|
5.23K
$422K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20.2K- 28.98% |
$1.83M - $2.2M
|
49.4K
$3.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.02% |
$90.9 - $109
|
5.43K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-106- 1.58% |
$9.63K - $11.5K
|
6.61K
$533K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
12New |
$1.09K - $1.31K
|
12
$968
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
328+ 2.21% |
$29.8K - $35.7K
|
15.1K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-235- 0.75% |
$21.4K - $25.6K
|
31.2K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
9.46K+ 39.28% |
$860K - $1.03M
|
33.6K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
187+ 1.05% |
$17K - $20.4K
|
18K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
389+ 2.03% |
$35.4K - $42.4K
|
19.6K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2- 0.28% |
$182 - $218
|
721
$58.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
16.6K+ 15.46% |
$1.5M - $1.8M
|
124K
$9.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 7.1% |
$1.09M - $1.3M
|
180K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
700+ 34.74% |
$63.6K - $76.3K
|
2.72K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
835New |
$75.9K - $91K
|
835
$67.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-172- 22.16% |
$15.6K - $18.7K
|
604
$48.7K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$90.9 - $109
|
7
$565
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-544- 15.54% |
$49.4K - $59.3K
|
2.96K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-513- 2.18% |
$46.6K - $55.9K
|
23.1K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-440K- 97.43% |
$39.9M - $47.9M
|
11.6K
$935K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-284- 1.87% |
$25.8K - $30.9K
|
14.9K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.4K+ 24.3% |
$127K - $152K
|
7.14K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
63+ 2.3% |
$5.73K - $6.86K
|
2.8K
$226K
|
|