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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.1KNew |
$211K - $238K
|
2.1K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
272New |
$27.5K - $30.9K
|
272
$22K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-30- 0.69% |
$3.03K - $3.4K
|
4.35K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 1.68% |
$3.73K - $4.2K
|
2.23K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
76+ 3.46% |
$7.67K - $8.62K
|
2.27K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.65K+ 0.27% |
$166K - $187K
|
615K
$49.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-54- 2.82% |
$5.45K - $6.12K
|
1.86K
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.99K+ 1.23% |
$201K - $226K
|
164K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.46KNew |
$248K - $279K
|
2.46K
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.89KNew |
$897K - $1.01M
|
8.89K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90New |
$9.08K - $10.2K
|
90
$7.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 51.72% |
$1.51K - $1.7K
|
14
$1.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 4.17% |
$10.1K - $11.3K
|
2.3K
$185K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 3.37% |
$10.4K - $11.7K
|
3.16K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.12K+ 22.79% |
$113K - $127K
|
6.04K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
173New |
$17.5K - $19.6K
|
173
$14K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$246K - $276K
|
2.43K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$505 - $567
|
5
$404
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
655New |
$66.1K - $74.3K
|
655
$52.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$323K - $363K
|
3.2K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 1.75% |
$1.01K - $1.13K
|
561
$45.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.62KNew |
$365K - $411K
|
3.62K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 457.14% |
$3.23K - $3.63K
|
39
$3.15K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
113+ 2.48% |
$11.4K - $12.8K
|
4.66K
$376K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-209- 7.39% |
$21.1K - $23.7K
|
2.62K
$211K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
60New |
$6.06K - $6.81K
|
60
$4.84K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-519K- 13.27% |
$46.2M - $54.9M
|
3.39M
$274M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
161+ 2.04% |
$14.3K - $17K
|
8.05K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$178K - $212K
|
2K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.18M - $1.4M
|
13.2K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
8.89KNew |
$792K - $941K
|
8.89K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.02K- 77.85% |
$715K - $849K
|
2.28K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
69.3K+ 423.56% |
$6.18M - $7.33M
|
85.7K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.4K+ 74.78% |
$303K - $360K
|
7.96K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-262- 6.72% |
$23.3K - $27.7K
|
3.64K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.6K+ 5665.85% |
$1.04M - $1.23M
|
11.8K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-250- 20.0% |
$22.3K - $26.5K
|
1K
$80.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.25KNew |
$379K - $450K
|
4.25K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
22.4KNew |
$2M - $2.37M
|
22.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
30.2KNew |
$2.69M - $3.19M
|
30.2K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-15.5K- 62.49% |
$1.38M - $1.64M
|
9.31K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
29.6KNew |
$2.64M - $3.13M
|
29.6K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
60.7KNew |
$5.41M - $6.42M
|
60.7K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43New |
$3.83K - $4.55K
|
43
$3.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.66K- 41.01% |
$504K - $598K
|
8.13K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-12.9K- 6.88% |
$1.15M - $1.37M
|
175K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.56KNew |
$406K - $482K
|
4.56K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.94KNew |
$173K - $205K
|
1.94K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.97K+ 9.42% |
$175K - $208K
|
22.9K
$1.84M
|
|