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 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-563K- 87.38% |
$51.2M - $61.3M
|
81.3K
$6.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
465K+ 6.31% |
$42.3M - $50.7M
|
7.83M
$632M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.38K+ 4.7% |
$398K - $477K
|
97.5K
$7.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-994- 82.15% |
$90.3K - $108K
|
216
$17.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
303K+ 15630.41% |
$27.5M - $33M
|
305K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3- 2.83% |
$273 - $327
|
103
$8.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.6K+ 34.18% |
$145K - $174K
|
6.27K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.64K- 22.67% |
$240K - $287K
|
9K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.61K- 30.62% |
$147K - $176K
|
3.65K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96K+ 21.37% |
$178K - $214K
|
11.1K
$898K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-725- 2.6% |
$65.9K - $79K
|
27.2K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.8K+ 6.71% |
$255K - $305K
|
44.6K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
4.15K+ 2.45% |
$377K - $452K
|
173K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.42% |
$909 - $1.09K
|
2.39K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
110+ 0.45% |
$10K - $12K
|
24.6K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
SELL
|
- |
-375K- 50.0% |
$34.1M - $40.8M
|
375K
$30.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
29+ 2.46% |
$2.64K - $3.16K
|
1.21K
$97.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.8K- 5.02% |
$1.26M - $1.51M
|
262K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.15KNew |
$286K - $343K
|
3.15K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-141- 13.12% |
$12.8K - $15.4K
|
934
$75.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.5K+ 1.19% |
$1.68M - $2.02M
|
1.57M
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 2.46% |
$255K - $305K
|
111K
$8.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.62K+ 2.36% |
$147K - $177K
|
70.4K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-80.1K- 20.62% |
$7.28M - $8.73M
|
309K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-10.1K- 1.77% |
$919K - $1.1M
|
563K
$45.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 1.41% |
$430K - $516K
|
341K
$27.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17.6K+ 100.0% |
$1.6M - $1.92M
|
35.2K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-47.8K- 6.78% |
$4.35M - $5.21M
|
658K
$53.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Local Pensions Partnership Investment LTD
London, X0 |
BUY
|
- |
127K+ 48.47% |
$11.5M - $13.8M
|
389K
$31.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.36K+ 26.13% |
$123K - $148K
|
6.55K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
71+ 591.67% |
$6.45K - $7.73K
|
83
$6.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 13.58% |
$3K - $3.59K
|
276
$22.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-2.28K- 0.78% |
$207K - $248K
|
290K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
855+ 35.19% |
$77.7K - $93.1K
|
3.29K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-207- 6.26% |
$18.8K - $22.5K
|
3.1K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-548- 0.61% |
$49.8K - $59.7K
|
89.3K
$7.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160+ 1.71% |
$14.5K - $17.4K
|
9.49K
$766K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.53K- 76.16% |
$866K - $1.04M
|
2.98K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-467K- 15.65% |
$42.4M - $50.8M
|
2.52M
$203M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
100New |
$9.09K - $10.9K
|
100
$8.07K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.21K- 10.43% |
$201K - $241K
|
19K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-277K- 92.8% |
$25.2M - $30.2M
|
21.5K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
374+ 8.87% |
$34K - $40.7K
|
4.59K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-432- 17.22% |
$39.3K - $47.1K
|
2.08K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.51K+ 31.56% |
$501K - $600K
|
23K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
165K+ 169.12% |
$15M - $17.9M
|
262K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.52% |
$2.09K - $2.51K
|
4.37K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.32KNew |
$302K - $362K
|
3.32K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.01K- 0.27% |
$273K - $328K
|
1.13M
$91M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-600- 50.0% |
$54.5K - $65.4K
|
600
$48.4K
|
|