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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.97K+ 9.42% |
$175K - $208K
|
22.9K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
33.2K+ 2.49% |
$2.96M - $3.52M
|
1.37M
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
4.09KNew |
$364K - $433K
|
4.09K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$446 - $529
|
5
$559
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-884- 3.04% |
$78.8K - $93.5K
|
28.2K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.05KNew |
$450K - $535K
|
5.05K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
815+ 10.73% |
$72.6K - $86.2K
|
8.41K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-642- 6.41% |
$57.2K - $67.9K
|
9.37K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.58% |
$178 - $212
|
348
$38.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-648- 15.92% |
$57.7K - $68.6K
|
3.42K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$187K - $222K
|
2.1K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
6.23KNew |
$556K - $660K
|
6.23K
$696K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
70New |
$6.24K - $7.41K
|
70
$7.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-2.76K- 26.03% |
$246K - $292K
|
7.86K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.4KNew |
$303K - $360K
|
3.4K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2+ 0.0% |
$178 - $212
|
50.5K
$5.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$938K - $1.11M
|
10.5K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-85- 2.8% |
$7.57K - $8.99K
|
2.95K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.54% |
$624 - $741
|
205
$22.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.44K- 49.26% |
$306K - $364K
|
3.54K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.64KNew |
$592K - $703K
|
6.64K
$742K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-19.4K- 17.82% |
$1.73M - $2.05M
|
89.5K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$535 - $635
|
6.98K
$780K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
406+ 5.72% |
$36.2K - $43K
|
7.5K
$838K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-626- 8.2% |
$55.8K - $66.2K
|
7.01K
$783K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
197+ 20.1% |
$17.6K - $20.8K
|
1.18K
$131K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$184K - $218K
|
2.06K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 18.75% |
$267 - $317
|
19
$2.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.29KNew |
$471K - $560K
|
5.29K
$591K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.44KNew |
$752K - $893K
|
8.44K
$943K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.62% |
$35.6K - $42.3K
|
64.5K
$7.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
280New |
$25K - $29.6K
|
280
$31.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.2K- 30.96% |
$999K - $1.19M
|
25K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.34K - $1.59K
|
15
$1.68K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
421+ 0.71% |
$37.5K - $44.6K
|
59.6K
$6.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.65KNew |
$236K - $281K
|
2.65K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
60+ 1.63% |
$5.35K - $6.35K
|
3.75K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
52.8KNew |
$4.7M - $5.59M
|
52.8K
$5.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-92- 1.9% |
$8.2K - $9.74K
|
4.75K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2New |
$178 - $212
|
2
$223
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
25New |
$2.23K - $2.65K
|
25
$2.79K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$446 - $529
|
5
$559
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$89.1 - $106
|
2
$223
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
976+ 14.34% |
$87K - $103K
|
7.78K
$869K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.67% |
$356 - $423
|
154
$17.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
482+ 18.83% |
$43K - $51K
|
3.04K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$3.65K - $4.34K
|
41
$4.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
27.2K+ 11.67% |
$2.42M - $2.88M
|
260K
$29.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.19KNew |
$195K - $232K
|
2.19K
$244K
|