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, 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
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.23K- 1.37% |
$112K - $134K
|
88.7K
$7.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-5.72K- 11.26% |
$520K - $623K
|
45K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
55.4K+ 9.44% |
$5.03M - $6.03M
|
642K
$51.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-79.7K- 38.93% |
$7.24M - $8.68M
|
125K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.07% |
$909 - $1.09K
|
15K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-2- 25.0% |
$182 - $218
|
6
$484
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.5K- 31.95% |
$227K - $272K
|
5.32K
$430K
|
|
|
Nov 07, 2025
Q3 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
40K+ 8.9% |
$3.64M - $4.36M
|
490K
$39.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-94.7K- 98.49% |
$8.61M - $10.3M
|
1.45K
$117K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.35K+ 13.68% |
$577K - $691K
|
52.7K
$4.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.67KNew |
$334K - $400K
|
3.67K
$296K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 40.0% |
$182 - $218
|
7
$565
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
24.2K+ 30.37% |
$2.2M - $2.64M
|
104K
$8.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.13M+ 141.64% |
$103M - $123M
|
1.93M
$156M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.08K+ 13.65% |
$98K - $117K
|
8.98K
$725K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
396+ 4.43% |
$36K - $43.1K
|
9.34K
$754K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-284- 13.22% |
$25.8K - $30.9K
|
1.87K
$151K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.57K+ 57.34% |
$143K - $171K
|
4.32K
$349K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.71M+ 4.79% |
$155M - $186M
|
37.3M
$3.01B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.02K+ 52.25% |
$819K - $982K
|
26.3K
$2.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-197- 2.12% |
$17.9K - $21.5K
|
9.11K
$735K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-25.8K- 26.07% |
$2.34M - $2.81M
|
73.1K
$5.9M
|
|