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 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6New |
$545 - $654
|
6
$484
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 3.88% |
$454 - $545
|
134
$10.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2K+ 9.09% |
$182K - $218K
|
24K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-866K- 90.95% |
$78.7M - $94.4M
|
86.2K
$6.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
4.68K+ 13.36% |
$426K - $510K
|
39.7K
$3.21M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-67- 25.09% |
$6.09K - $7.3K
|
200
$16.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-37.2K- 91.43% |
$3.38M - $4.05M
|
3.49K
$281K
|
|
|
Oct 07, 2025
Q3 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
4.77K+ 4.98% |
$433K - $519K
|
101K
$8.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$90.9 - $109
|
2.28K
$184K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-60- 3.3% |
$5.45K - $6.54K
|
1.76K
$142K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.76KNew |
$342K - $410K
|
3.76K
$304K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
20.4K+ 330.4% |
$1.86M - $2.23M
|
26.6K
$2.15M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-165- 1.85% |
$15K - $18K
|
8.77K
$708K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
69+ 14.68% |
$6.27K - $7.52K
|
539
$43.5K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.17K- 22.19% |
$288K - $345K
|
11.1K
$896K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
4.65KNew |
$422K - $506K
|
4.65K
$375K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-5.45K- 10.57% |
$495K - $594K
|
46.1K
$3.72M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-87.9K- 24.54% |
$9.18M - $10.9M
|
270K
$21.8M
|
|
|
Nov 25, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
57New |
$5.96K - $7.09K
|
57
$4.6K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 4.3% |
$13.8M - $16.4M
|
3.2M
$258M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.53K- 38.72% |
$160K - $190K
|
2.42K
$195K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-312- 3.08% |
$32.6K - $38.8K
|
9.82K
$792K
|
|
|
Oct 07, 2025
Q2 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
19.4KNew |
$2.03M - $2.41M
|
19.4K
$1.57M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-34.1K- 67.04% |
$3.56M - $4.24M
|
16.8K
$1.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 11.11% |
$418 - $498
|
40
$3.23K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
$223K - $265K
|
2.13K
$172K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-63- 98.44% |
$6.58K - $7.84K
|
1
$80.7
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-761- 16.73% |
$79.5K - $94.7K
|
3.79K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
208+ 4.34% |
$21.7K - $25.9K
|
5K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
229+ 0.71% |
$23.9K - $28.5K
|
32.7K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
44.8KNew |
$4.68M - $5.57M
|
44.8K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
2.93KNew |
$306K - $365K
|
2.93K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
677KNew |
$70.7M - $84.2M
|
677K
$54.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
109+ 5.45% |
$11.4K - $13.6K
|
2.11K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
22.3KNew |
$2.33M - $2.78M
|
22.3K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.1K+ 41.34% |
$115K - $137K
|
3.77K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
193KNew |
$20.2M - $24.1M
|
193K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
240KNew |
$25.1M - $29.9M
|
240K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
902New |
$94.2K - $112K
|
902
$72.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.4KNew |
$1.4M - $1.67M
|
13.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-149- 2.77% |
$15.6K - $18.5K
|
5.23K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.9KNew |
$2.39M - $2.84M
|
22.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
457KNew |
$47.7M - $56.9M
|
457K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
223KNew |
$23.3M - $27.8M
|
223K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
131KNew |
$13.6M - $16.2M
|
131K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.96KNew |
$414K - $493K
|
3.96K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.08MNew |
$113M - $134M
|
1.08M
$87.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
99.9KNew |
$10.4M - $12.4M
|
99.9K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Longaeva Partners L.P.
Chicago, IL |
BUY
|
- |
225KNew |
$23.5M - $28M
|
225K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
350KNew |
$36.6M - $43.6M
|
350K
$28.2M
|
|