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, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.4K- 15.23% |
$214K - $254K
|
13.4K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$3.92K - $4.66K
|
44
$4.92K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-483- 4.13% |
$43K - $51.1K
|
11.2K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
26.8K+ 65.25% |
$2.39M - $2.83M
|
67.8K
$7.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
13.3KNew |
$1.18M - $1.41M
|
13.3K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$10.1M - $12M
|
113K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-533- 0.98% |
$47.5K - $56.4K
|
53.7K
$6M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
137New |
$12.2K - $14.5K
|
137
$15.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
84New |
$7.49K - $8.89K
|
84
$9.38K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
141New |
$12.6K - $14.9K
|
141
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-88- 2.97% |
$7.84K - $9.31K
|
2.88K
$322K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 21.57% |
$980 - $1.16K
|
40
$4.47K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 298.51% |
$17.8K - $21.2K
|
267
$29.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.48K+ 1.85% |
$756K - $898K
|
468K
$52.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.4K+ 11.5% |
$659K - $783K
|
71.7K
$8.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$89.1 - $106
|
4.15K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
370+ 3.13% |
$33K - $39.2K
|
12.2K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-118- 2.34% |
$10.5K - $12.5K
|
4.93K
$550K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 6.62% |
$891 - $1.06K
|
161
$18K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10New |
$891 - $1.06K
|
10
$1.12K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.4K+ 61.97% |
$392K - $466K
|
11.5K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.7% |
$89.1 - $106
|
38
$4.24K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.28KNew |
$114K - $135K
|
1.28K
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 1.55% |
$1.6K - $1.9K
|
1.14K
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$174K - $207K
|
1.95K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.25K+ 228.65% |
$112K - $133K
|
1.8K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 66.67% |
$1.07K - $1.27K
|
6
$670
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.34K+ 125.15% |
$476K - $566K
|
9.61K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$89.1 - $106
|
1
$112
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-33- 7.22% |
$2.94K - $3.49K
|
424
$47.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
40+ 6.18% |
$3.56K - $4.23K
|
687
$76.7K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49+ 44.55% |
$3.95K - $4.57K
|
159
$17.8K
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.66KNew |
$215K - $248K
|
2.66K
$297K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
113New |
$9.11K - $10.5K
|
113
$12.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
40K+ 61.54% |
$3.22M - $3.73M
|
105K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
15New |
$1.21K - $1.4K
|
15
$1.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.3K- 14.96% |
$266K - $308K
|
18.7K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-896- 34.2% |
$72.2K - $83.6K
|
1.72K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
259KNew |
$20.9M - $24.2M
|
259K
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14KNew |
$1.13M - $1.3M
|
14K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43- 8.32% |
$3.47K - $4.01K
|
474
$53K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1K+ 5263.16% |
$80.6K - $93.3K
|
1.02K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-237K- 59.01% |
$19.1M - $22.1M
|
164K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8KNew |
$645K - $747K
|
8K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-15.2K- 13.32% |
$1.23M - $1.42M
|
99.2K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-220K- 77.53% |
$17.8M - $20.6M
|
63.9K
$7.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.51KNew |
$525K - $608K
|
6.51K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$322 - $373
|
4
$447
|
|
|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.27KNew |
$183K - $212K
|
2.27K
$253K
|
|