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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
454New |
$47.4K - $56.5K
|
454
$36.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.36K+ 9.57% |
$142K - $170K
|
15.6K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-250- 8.33% |
$26.1K - $31.1K
|
2.75K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
136+ 6.02% |
$14.2K - $16.9K
|
2.39K
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
61.3KNew |
$6.41M - $7.63M
|
61.3K
$4.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.02K- 20.06% |
$106K - $127K
|
4.05K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
545+ 5.24% |
$56.9K - $67.8K
|
10.9K
$883K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-19.9K- 87.72% |
$2.08M - $2.48M
|
2.79K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-602- 1.96% |
$62.9K - $74.9K
|
30.1K
$2.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214New |
$22.4K - $26.6K
|
214
$17.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
61New |
$6.37K - $7.59K
|
61
$4.92K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$2.09K - $2.49K
|
20
$1.61K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
115+ 4.28% |
$12K - $14.3K
|
2.8K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
2.07K+ 40.87% |
$216K - $258K
|
7.14K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
72+ 3.77% |
$7.52K - $8.96K
|
1.98K
$160K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 50.0% |
$104 - $124
|
1
$80.7
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-848- 77.02% |
$88.6K - $106K
|
253
$20.4K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.06K+ 38.87% |
$110K - $132K
|
3.78K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.02KNew |
$838K - $998K
|
8.02K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
812+ 1.16% |
$84.8K - $101K
|
70.8K
$5.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 45.16% |
$1.46K - $1.74K
|
17
$1.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
979New |
$102K - $122K
|
979
$79K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 60.0% |
$2.19K - $2.61K
|
14
$1.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
140+ 4.36% |
$14.6K - $17.4K
|
3.35K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.46K+ 11.78% |
$361K - $430K
|
32.8K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.92K+ 45.27% |
$722K - $860K
|
22.2K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 4.35% |
$522 - $622
|
120
$9.68K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
111New |
$11.6K - $13.8K
|
111
$8.96K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$627 - $747
|
1.18K
$94.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 3.88% |
$355K - $423K
|
91K
$7.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.7K+ 17.29% |
$805K - $958K
|
52.3K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-12K- 11.47% |
$1.25M - $1.49M
|
92.5K
$7.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 1.09% |
$6.79K - $8.09K
|
6.06K
$489K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 10.51% |
$115K - $137K
|
11.6K
$934K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-34.5K- 94.37% |
$3.6M - $4.29M
|
2.06K
$166K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
22.4KNew |
$2.34M - $2.79M
|
22.4K
$1.81M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.18K+ 18.04% |
$219K - $271K
|
14.3K
$1.15M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8New |
$804 - $995
|
8
$646
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$503 - $622
|
5
$404
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.61KNew |
$162K - $200K
|
1.61K
$130K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.48KNew |
$149K - $184K
|
1.48K
$119K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$201 - $249
|
2
$161
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-72.1K- 62.57% |
$7.24M - $8.96M
|
43.1K
$3.48M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.42K- 40.51% |
$243K - $301K
|
3.55K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$804 - $995
|
8
$646
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.73KNew |
$275K - $340K
|
2.73K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
4.9KNew |
$493K - $610K
|
4.9K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.61KNew |
$262K - $324K
|
2.61K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.13KNew |
$114K - $141K
|
1.13K
$91.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84K+ 209.33% |
$688K - $851K
|
10.1K
$816K
|
|