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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.49KClosed |
$183K - $206K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-11.5KClosed |
$601K - $677K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.15KClosed |
$217K - $244K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.53KNew |
$132K - $149K
|
2.53K
$306K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-500- 0.37% |
$26.2K - $29.5K
|
134K
$16.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-159Closed |
$8.32K - $9.37K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 31, 2022
Q2 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-14.1KClosed |
$654K - $755K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-64.5KClosed |
$3M - $3.46M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$522K - $602K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
4.14KNew |
$192K - $222K
|
4.14K
$500K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.1KClosed |
$51.2K - $59.1K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-21.5KClosed |
$998K - $1.15M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-23Closed |
$1.07K - $1.23K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-308Closed |
$14.3K - $16.5K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-11.9KClosed |
$552K - $637K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$465 - $537
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
SELL
|
- |
-4.5KClosed |
$209K - $241K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-93Closed |
$4K - $4.47K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-10.9KClosed |
$467K - $522K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-170KClosed |
$7.31M - $8.17M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-60KClosed |
$2.58M - $2.88M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.55KClosed |
$410K - $459K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$579K - $647K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-126KClosed |
$5.41M - $6.05M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-203Closed |
$8.72K - $9.75K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-72Closed |
$3.09K - $3.46K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.6KClosed |
$327K - $365K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-63KClosed |
$2.7M - $3.02M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-204Closed |
$8.76K - $9.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.92KClosed |
$254K - $284K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-18Closed |
$773 - $864
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7Closed |
$301 - $336
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-2.36KClosed |
$101K - $113K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$4.3K - $4.8K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-130- 2.51% |
$5.58K - $6.24K
|
5.05K
$611K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
204New |
$8.76K - $9.8K
|
204
$24.7K
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
85KNew |
$3.65M - $4.08M
|
85K
$10.3M
|
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-400Closed |
$17.2K - $19.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$54.2K - $60.3K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-54.5KClosed |
$2.37M - $2.63M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$217 - $242
|
5
$605
|
|
|
Feb 10, 2021
Q4 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.59KClosed |
$69.1K - $76.8K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-30.6KClosed |
$1.33M - $1.48M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-7.89KClosed |
$343K - $381K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
848New |
$36.9K - $41K
|
848
$103K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
9.64KNew |
$419K - $466K
|
9.64K
$1.17M
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-17KClosed |
$738K - $821K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
University Of Texas
|
SELL
|
- |
-753Closed |
$32.7K - $36.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-5.24KClosed |
$228K - $253K
|
0
$0
|
|