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 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 4.05% |
$54.5K - $65.4K
|
15.4K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-397- 11.77% |
$36.1K - $43.2K
|
2.98K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.73K- 66.25% |
$430K - $516K
|
2.41K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
20K+ 7.34% |
$1.82M - $2.18M
|
292K
$23.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 0.79% |
$636 - $763
|
883
$71.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
23.1K+ 79.25% |
$2.1M - $2.52M
|
52.2K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
849+ 0.93% |
$77.2K - $92.5K
|
91.9K
$7.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.9K+ 82.88% |
$3.17M - $3.8M
|
77K
$6.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.78KNew |
$616K - $738K
|
6.78K
$547K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
13.2K+ 11.06% |
$1.2M - $1.44M
|
132K
$10.7M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
568+ 4369.23% |
$51.6K - $61.9K
|
581
$46.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
564+ 10.11% |
$51.3K - $61.4K
|
6.14K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.8K+ 119.33% |
$346K - $414K
|
6.99K
$564K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.11KNew |
$101K - $120K
|
1.11K
$89.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
195+ 1.58% |
$17.7K - $21.2K
|
12.6K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 11.76% |
$727 - $871
|
76
$6.13K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
9.52K+ 80.82% |
$865K - $1.04M
|
21.3K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-540- 0.54% |
$49.1K - $58.8K
|
98.8K
$7.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
55+ 1.54% |
$5K - $5.99K
|
3.62K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176+ 9.82% |
$16K - $19.2K
|
1.97K
$159K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 87.07% |
$692K - $830K
|
1.13K
$91.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
860+ 10.18% |
$78.2K - $93.7K
|
9.31K
$751K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
200+ 8.83% |
$18.2K - $21.8K
|
2.47K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.22KNew |
$293K - $351K
|
3.22K
$260K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$273 - $327
|
3
$242
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.34K- 38.96% |
$122K - $146K
|
2.1K
$170K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
190+ 4.48% |
$17.3K - $20.7K
|
4.44K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
480+ 1.64% |
$43.6K - $52.3K
|
29.8K
$2.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.68K+ 253.36% |
$425K - $509K
|
6.52K
$526K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.35KNew |
$214K - $256K
|
2.35K
$190K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
459New |
$41.7K - $50K
|
459
$37K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-163- 4.97% |
$14.8K - $17.8K
|
3.12K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
60KNew |
$5.45M - $6.53M
|
60K
$4.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.7K- 32.43% |
$154K - $185K
|
3.53K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.63KNew |
$239K - $286K
|
2.63K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
16.3K+ 0.76% |
$1.48M - $1.77M
|
2.16M
$174M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-45K- 71.72% |
$4.09M - $4.9M
|
17.8K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.26K+ 192.36% |
$478K - $573K
|
8K
$645K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-666K- 19.53% |
$60.5M - $72.6M
|
2.75M
$222M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
746+ 1.34% |
$67.8K - $81.3K
|
56.3K
$4.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
15New |
$1.36K - $1.63K
|
15
$1.21K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
188+ 2350.0% |
$17.1K - $20.5K
|
196
$15.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.2% |
$454 - $545
|
2.5K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$90.9 - $109
|
5.44K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.57KNew |
$234K - $280K
|
2.57K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
200+ 3.55% |
$18.2K - $21.8K
|
5.83K
$470K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.46K- 18.18% |
$497K - $595K
|
24.6K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28- 24.78% |
$2.54K - $3.05K
|
85
$6.86K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
58.6K+ 118.51% |
$5.33M - $6.39M
|
108K
$8.72M
|
|