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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-182- 1.14% |
$18.3K - $22.6K
|
15.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.8M - $2.22M
|
17.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-127- 2.16% |
$12.8K - $15.8K
|
5.75K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-3.2K- 56.14% |
$322K - $398K
|
2.5K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.93KNew |
$898K - $1.11M
|
8.93K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
96New |
$9.65K - $11.9K
|
96
$7.75K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$341K - $422K
|
3.39K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
109New |
$11K - $13.6K
|
109
$8.8K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14New |
$1.41K - $1.74K
|
14
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-233K- 54.66% |
$23.4M - $29M
|
193K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
127KNew |
$12.8M - $15.8M
|
127K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.26KNew |
$529K - $654K
|
5.26K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
11.5K+ 62.88% |
$1.16M - $1.43M
|
29.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-660- 16.38% |
$66.4K - $82.1K
|
3.37K
$272K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.7KNew |
$573K - $709K
|
5.7K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-21- 0.05% |
$2.11K - $2.61K
|
42K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.86KNew |
$187K - $232K
|
1.86K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.1K+ 161.56% |
$1.82M - $2.25M
|
29.3K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.79KNew |
$180K - $222K
|
1.79K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.96KNew |
$197K - $244K
|
1.96K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$271K - $335K
|
2.69K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.25KNew |
$326K - $404K
|
3.25K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
60.7KNew |
$6.1M - $7.55M
|
60.7K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-236- 3.8% |
$23.7K - $29.4K
|
5.98K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-59- 2.16% |
$5.93K - $7.34K
|
2.67K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.42KNew |
$243K - $301K
|
2.42K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
96KNew |
$9.65M - $11.9M
|
96K
$7.75M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-85- 1.42% |
$8.55K - $10.6K
|
5.89K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
786+ 9.36% |
$79K - $97.8K
|
9.18K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.72K+ 37.01% |
$273K - $338K
|
10.1K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.97KNew |
$198K - $245K
|
1.97K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
8.95KNew |
$900K - $1.11M
|
8.95K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.35K- 18.88% |
$136K - $168K
|
5.8K
$468K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
7.41K+ 0.39% |
$745K - $922K
|
1.92M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.79KNew |
$180K - $223K
|
1.79K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.49K- 15.53% |
$351K - $435K
|
19K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
38New |
$3.82K - $4.73K
|
38
$3.07K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
26+ 0.96% |
$2.61K - $3.23K
|
2.73K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
10.5KNew |
$1.05M - $1.3M
|
10.5K
$844K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$1.13M - $1.4M
|
11.2K
$906K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
88New |
$8.85K - $10.9K
|
88
$7.1K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42New |
$4.22K - $5.22K
|
42
$3.39K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 3.85% |
$402 - $498
|
100
$8.07K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
43+ 0.83% |
$4.32K - $5.35K
|
5.2K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
600New |
$60.3K - $74.6K
|
600
$48.4K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.46KNew |
$348K - $431K
|
3.46K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$136K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.81K - $2.24K
|
4.02K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-485- 2.86% |
$48.8K - $60.3K
|
16.5K
$1.33M
|
|