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
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 2.78% |
$545 - $654
|
222
$17.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
9.19K+ 2296.25% |
$835K - $1M
|
9.59K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
10.1K+ 53.85% |
$919K - $1.1M
|
28.9K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-858- 23.75% |
$78K - $93.5K
|
2.76K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-156K- 38.1% |
$14.2M - $17M
|
253K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
12.7K+ 27.73% |
$1.15M - $1.38M
|
58.5K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-376- 12.64% |
$34.2K - $41K
|
2.6K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
85.5K+ 5.28% |
$7.77M - $9.32M
|
1.71M
$138M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.81K- 28.71% |
$346K - $415K
|
9.45K
$763K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.23K- 1.4% |
$112K - $134K
|
86.7K
$6.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
585+ 319.67% |
$53.2K - $63.7K
|
768
$62K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.41K+ 8.41% |
$128K - $153K
|
18.1K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
9New |
$818 - $980
|
9
$726
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 139.71% |
$133K - $159K
|
2.51K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.14KNew |
$195K - $233K
|
2.14K
$173K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.73K+ 88.42% |
$157K - $188K
|
3.68K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
726+ 40.18% |
$66K - $79.1K
|
2.53K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-530- 56.81% |
$48.2K - $57.7K
|
403
$32.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.74KNew |
$249K - $298K
|
2.74K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
67New |
$6.09K - $7.3K
|
67
$5.41K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-336- 72.1% |
$30.5K - $36.6K
|
130
$10.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-738- 6.55% |
$67.1K - $80.4K
|
10.5K
$850K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.89K+ 15.45% |
$171K - $205K
|
14.1K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3+ 0.07% |
$273 - $327
|
4.35K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
5.49K+ 36.89% |
$499K - $598K
|
20.4K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.69K+ 27.21% |
$154K - $184K
|
7.9K
$638K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-85.4K- 37.93% |
$7.76M - $9.3M
|
140K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$614K - $736K
|
6.76K
$545K
|
|