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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 93.88% |
$314K - $374K
|
196
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
626+ 6.89% |
$65.4K - $77.9K
|
9.72K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
159KNew |
$16.6M - $19.8M
|
159K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.89K+ 23.84% |
$719K - $857K
|
35.8K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
114KNew |
$11.9M - $14.2M
|
114K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$522K - $622K
|
5K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
29.7KNew |
$3.1M - $3.7M
|
29.7K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.28KNew |
$865K - $1.03M
|
8.28K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
36.7KNew |
$3.83M - $4.56M
|
36.7K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-487- 18.49% |
$50.9K - $60.6K
|
2.15K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
2.5KNew |
$261K - $311K
|
2.5K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-483K- 89.94% |
$50.5M - $60.2M
|
54.1K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
46+ 21.6% |
$4.81K - $5.72K
|
259
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
261+ 2.68% |
$27.3K - $32.5K
|
10K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
750KNew |
$78.4M - $93.3M
|
750K
$60.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
SELL
|
- |
-110K- 59.43% |
$11.5M - $13.7M
|
75.1K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
1.14MNew |
$120M - $142M
|
1.14M
$92.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
42+ 525.0% |
$4.39K - $5.23K
|
50
$4.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
10.7KNew |
$1.11M - $1.33M
|
10.7K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.02K- 66.95% |
$629K - $749K
|
2.97K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.4KNew |
$355K - $423K
|
3.4K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$1.54M - $1.83M
|
14.7K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
8.3KNew |
$867K - $1.03M
|
8.3K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.72KNew |
$180K - $215K
|
1.72K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8.66K- 74.79% |
$905K - $1.08M
|
2.92K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.83KNew |
$609K - $725K
|
5.83K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-12.6K- 33.58% |
$1.31M - $1.57M
|
24.9K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.5K- 10.71% |
$1.41M - $1.68M
|
112K
$9.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 40.05% |
$50.5K - $60.1K
|
1.69K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-22- 0.7% |
$2.3K - $2.74K
|
3.12K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
13New |
$1.36K - $1.62K
|
13
$1.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-79.4K- 91.55% |
$8.3M - $9.88M
|
7.33K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-91.4K- 92.14% |
$9.55M - $11.4M
|
7.79K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
200K+ 6304.1% |
$20.9M - $24.9M
|
203K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
13.3KNew |
$1.39M - $1.66M
|
13.3K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
171New |
$17.9K - $21.3K
|
171
$13.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3- 4.35% |
$313 - $373
|
66
$5.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.7K+ 15.23% |
$1.22M - $1.46M
|
88.6K
$7.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4New |
$418 - $498
|
4
$323
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$2.01M - $2.4M
|
19.3K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$188K - $224K
|
1.8K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-50- 0.37% |
$5.22K - $6.22K
|
13.5K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
689+ 24.03% |
$72K - $85.7K
|
3.56K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.47KNew |
$258K - $307K
|
2.47K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.13K+ 7.69% |
$118K - $141K
|
15.8K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
4.15KNew |
$434K - $517K
|
4.15K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 32.22% |
$230K - $274K
|
4.64K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
542New |
$56.6K - $67.4K
|
542
$43.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.66KNew |
$278K - $331K
|
2.66K
$215K
|
|