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 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
725+ 1.08% |
$65.9K - $79K
|
67.7K
$5.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 6.25% |
$454 - $545
|
85
$6.86K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 6.8% |
$5.36K - $6.43K
|
809
$65.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-13.7K- 27.21% |
$1.25M - $1.49M
|
36.7K
$2.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 7.58% |
$1.36K - $1.63K
|
213
$17.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21New |
$1.91K - $2.29K
|
21
$1.69K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83- 3.18% |
$7.54K - $9.04K
|
2.53K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.02K- 5.61% |
$184K - $220K
|
34.1K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.39K+ 49.74% |
$217K - $260K
|
7.19K
$580K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
977+ 19.57% |
$88.8K - $106K
|
5.97K
$482K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.01K+ 35.3% |
$91.8K - $110K
|
3.87K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
490+ 93.51% |
$44.5K - $53.4K
|
1.01K
$81.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 64.23% |
$114K - $137K
|
3.21K
$259K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.13K+ 31.19% |
$829K - $994K
|
38.4K
$3.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.85K- 20.73% |
$168K - $201K
|
7.06K
$569K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-49.5K- 31.19% |
$4.5M - $5.39M
|
109K
$8.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.15KNew |
$195K - $234K
|
2.15K
$173K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
744+ 29.05% |
$67.6K - $81K
|
3.31K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.07K+ 13.13% |
$97.2K - $116K
|
9.21K
$743K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.75K- 29.26% |
$886K - $1.06M
|
23.6K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
56.3K+ 895.94% |
$5.11M - $6.13M
|
62.5K
$5.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.25K- 36.5% |
$113K - $136K
|
2.17K
$175K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.59K+ 95.76% |
$781K - $936K
|
17.6K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
76+ 2.44% |
$6.91K - $8.28K
|
3.2K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-467- 4.44% |
$42.4K - $50.9K
|
10.1K
$812K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-62- 1.6% |
$5.63K - $6.75K
|
3.82K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.67K- 80.87% |
$243K - $291K
|
632
$51K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.45K- 0.48% |
$131K - $157K
|
298K
$24.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-15.9K- 86.61% |
$1.44M - $1.73M
|
2.46K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
10+ 0.14% |
$909 - $1.09K
|
7.39K
$596K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 2.86% |
$7.63K - $9.15K
|
3.03K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.8K- 2.6% |
$255K - $305K
|
105K
$8.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.56% |
$90.9 - $109
|
38
$3.07K
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5.92K- 8.11% |
$538K - $645K
|
67.1K
$5.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17- 0.38% |
$1.54K - $1.85K
|
4.49K
$362K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-171K- 20.32% |
$15.5M - $18.6M
|
670K
$54M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.53K- 27.51% |
$412K - $493K
|
11.9K
$963K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
164+ 3.9% |
$14.9K - $17.9K
|
4.37K
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.64K+ 131.06% |
$422K - $506K
|
8.18K
$660K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18+ 0.7% |
$1.64K - $1.96K
|
2.6K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 23.08% |
$273 - $327
|
10
$807
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-39.9K- 26.96% |
$3.63M - $4.35M
|
108K
$8.73M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
355+ 1.15% |
$32.3K - $38.7K
|
31.1K
$2.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
854+ 11.28% |
$77.6K - $93K
|
8.43K
$680K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 12.77% |
$545 - $654
|
53
$4.28K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
132+ 4.13% |
$12K - $14.4K
|
3.33K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.91K+ 8.62% |
$537K - $643K
|
74.4K
$6.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-449- 16.55% |
$40.8K - $48.9K
|
2.26K
$183K
|
|