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 11, 2025
Q2 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$15.7M - $18.7M
|
150K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
1.81K+ 4.84% |
$189K - $225K
|
39.1K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.75% |
$7.1K - $8.46K
|
3.83K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
7.07K+ 20.49% |
$739K - $880K
|
41.6K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
189New |
$19.7K - $23.5K
|
189
$15.3K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$522 - $622
|
3.56K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-186- 7.53% |
$19.4K - $23.1K
|
2.28K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
910+ 21.3% |
$95.1K - $113K
|
5.18K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46KNew |
$256K - $305K
|
2.46K
$198K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 12.97% |
$160K - $191K
|
13.4K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.44KNew |
$986K - $1.17M
|
9.44K
$762K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
85New |
$8.88K - $10.6K
|
85
$6.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
108+ 6.02% |
$11.3K - $13.4K
|
1.9K
$153K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
1.1K+ 41.34% |
$115K - $137K
|
3.77K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.63K- 67.42% |
$484K - $576K
|
2.24K
$181K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.79KNew |
$291K - $347K
|
2.79K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
274+ 1.49% |
$28.6K - $34.1K
|
18.6K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-661- 0.97% |
$69.1K - $82.2K
|
67.4K
$5.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
38New |
$3.97K - $4.73K
|
38
$3.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-713- 14.91% |
$74.5K - $88.7K
|
4.07K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.11K+ 9.91% |
$220K - $263K
|
23.4K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.68K- 44.85% |
$175K - $209K
|
2.06K
$166K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-125- 4.02% |
$13.1K - $15.6K
|
2.99K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15K- 60.0% |
$1.57M - $1.87M
|
10K
$807K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.34KNew |
$244K - $291K
|
2.34K
$189K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-7- 6.03% |
$731 - $871
|
109
$8.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 2.61% |
$4.18K - $4.98K
|
1.5K
$121K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
446New |
$46.6K - $55.5K
|
446
$36K
|
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 13.86% |
$422K - $503K
|
25.1K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-3.39K- 32.66% |
$355K - $422K
|
7K
$565K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
293New |
$30.6K - $36.5K
|
293
$23.6K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.95KNew |
$308K - $367K
|
2.95K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.26KNew |
$967K - $1.15M
|
9.26K
$747K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.07K+ 10.75% |
$111K - $133K
|
11K
$887K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-574- 9.31% |
$60K - $71.4K
|
5.59K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
192New |
$20.1K - $23.9K
|
192
$15.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.51K+ 3.38% |
$889K - $1.06M
|
260K
$21M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-8.4K- 2.1% |
$878K - $1.05M
|
392K
$31.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.7K- 82.64% |
$1.33M - $1.58M
|
2.67K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
175+ 9.02% |
$18.3K - $21.8K
|
2.12K
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28New |
$2.93K - $3.48K
|
28
$2.26K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
152+ 3.57% |
$15.9K - $18.9K
|
4.41K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.82K+ 1.63% |
$190K - $226K
|
113K
$9.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-89K- 62.05% |
$9.3M - $11.1M
|
54.4K
$4.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
108+ 4.58% |
$11.3K - $13.4K
|
2.46K
$199K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.5K+ 22.06% |
$157K - $187K
|
8.3K
$670K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 4.35% |
$104 - $124
|
24
$1.94K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$940 - $1.12K
|
9
$726
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.24KNew |
$234K - $279K
|
2.24K
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
73New |
$7.63K - $9.08K
|
73
$5.89K
|
|