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 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-465- 3.13% |
$46.8K - $57.8K
|
14.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
11.8KNew |
$1.19M - $1.47M
|
11.8K
$955K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20K- 9.02% |
$2.01M - $2.49M
|
202K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-534- 9.5% |
$53.7K - $66.4K
|
5.09K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$131K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-139- 1.65% |
$14K - $17.3K
|
8.27K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$402 - $498
|
4
$323
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-66- 0.63% |
$6.64K - $8.21K
|
10.4K
$843K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.86% |
$302 - $373
|
346
$27.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-147- 6.22% |
$14.8K - $18.3K
|
2.22K
$179K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.72KNew |
$173K - $214K
|
1.72K
$139K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.84KNew |
$185K - $229K
|
1.84K
$148K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-900- 34.0% |
$90.5K - $112K
|
1.75K
$141K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-25.8K- 81.39% |
$2.59M - $3.21M
|
5.89K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.61K- 38.9% |
$162K - $201K
|
2.53K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$25.1K - $31.1K
|
250
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16New |
$1.61K - $1.99K
|
16
$1.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
23.2KNew |
$2.33M - $2.88M
|
23.2K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-242- 8.65% |
$24.3K - $30.1K
|
2.56K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
72New |
$7.24K - $8.96K
|
72
$5.81K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
715New |
$71.9K - $88.9K
|
715
$57.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 45.66% |
$14.3K - $17.7K
|
453
$36.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
14K+ 3.25% |
$1.41M - $1.74M
|
445K
$35.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-15- 0.87% |
$1.51K - $1.87K
|
1.7K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
136+ 3.01% |
$13.7K - $16.9K
|
4.66K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.4K+ 31.74% |
$241K - $298K
|
9.95K
$803K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
550+ 8.75% |
$55.3K - $68.4K
|
6.83K
$552K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.86KNew |
$187K - $232K
|
1.86K
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$1.51K - $1.87K
|
15
$1.21K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$169K - $209K
|
1.68K
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
668New |
$67.2K - $83.1K
|
668
$53.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$1.13M - $1.4M
|
11.3K
$908K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.12K+ 4.07% |
$214K - $264K
|
54.3K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 3.85% |
$50.3K - $62.2K
|
12.5K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
371New |
$37.3K - $46.2K
|
371
$29.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-98- 15.68% |
$9.85K - $12.2K
|
527
$42.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-305- 13.78% |
$30.7K - $37.9K
|
1.91K
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 39.29% |
$1.11K - $1.37K
|
17
$1.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 30.31% |
$150K - $186K
|
3.43K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.71KNew |
$172K - $213K
|
1.71K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
847New |
$85.2K - $105K
|
847
$68.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$804 - $995
|
8
$646
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$136K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
167+ 1.43% |
$16.8K - $20.8K
|
11.8K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$164K - $203K
|
1.63K
$132K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
122New |
$12.3K - $15.2K
|
122
$9.85K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
6.2K+ 146.52% |
$623K - $771K
|
10.4K
$842K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$177K - $219K
|
1.76K
$142K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$302 - $373
|
3
$242
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 225.0% |
$1.81K - $2.24K
|
26
$2.1K
|
|