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 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.59K+ 10.52% |
$326K - $391K
|
37.7K
$3.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-903- 3.42% |
$82.1K - $98.4K
|
25.5K
$2.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.57K+ 937.13% |
$142K - $170K
|
1.73K
$140K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-8.24K- 16.49% |
$749K - $898K
|
41.8K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.5KNew |
$1.14M - $1.37M
|
12.5K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.9K- 48.89% |
$536K - $643K
|
6.17K
$498K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
230+ 3.9% |
$20.9K - $25.1K
|
6.13K
$495K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-6- 0.11% |
$545 - $654
|
5.22K
$421K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-255- 0.09% |
$23.2K - $27.8K
|
282K
$22.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
11.7KNew |
$1.06M - $1.27M
|
11.7K
$944K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
326K+ 876.91% |
$29.6M - $35.5M
|
363K
$29.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-4- 2.34% |
$364 - $436
|
167
$13.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.97K+ 16.73% |
$270K - $323K
|
20.7K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.78K- 24.59% |
$344K - $412K
|
11.6K
$937K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$90.9 - $109
|
4.15K
$335K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.0% |
$90.9 - $109
|
35.8K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18New |
$1.64K - $1.96K
|
18
$1.45K
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
166+ 1.22% |
$15.1K - $18.1K
|
13.7K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
46.1K+ 8.68% |
$4.19M - $5.02M
|
577K
$46.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.61KNew |
$419K - $502K
|
4.61K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-33.5K- 1.64% |
$3.05M - $3.65M
|
2.01M
$162M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.32K- 16.15% |
$483K - $579K
|
27.6K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.98KNew |
$271K - $325K
|
2.98K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
300+ 48.15% |
$27.3K - $32.7K
|
923
$74.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
520+ 3.05% |
$47.3K - $56.6K
|
17.6K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 26.76% |
$916K - $1.1M
|
27.6K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.57K+ 9.66% |
$506K - $606K
|
63.2K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7- 6.54% |
$636 - $763
|
100
$8.07K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
278+ 2.34% |
$25.3K - $30.3K
|
12.1K
$980K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-17.4K- 77.66% |
$1.58M - $1.9M
|
5.01K
$404K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
136+ 3.02% |
$12.4K - $14.8K
|
4.63K
$374K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
184+ 322.81% |
$16.7K - $20K
|
241
$19.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.13% |
$273 - $327
|
2.38K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
17KNew |
$1.54M - $1.85M
|
17K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
14K+ 8.26% |
$1.27M - $1.53M
|
184K
$14.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.71K- 22.29% |
$791K - $949K
|
30.4K
$2.45M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-131- 78.92% |
$11.9K - $14.3K
|
35
$2.82K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-600- 2.22% |
$54.5K - $65.4K
|
26.5K
$2.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
510+ 4.43% |
$46.3K - $55.6K
|
12K
$971K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.94K+ 9.19% |
$176K - $211K
|
23K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.76K- 26.34% |
$160K - $192K
|
4.93K
$398K
|
|
|
Nov 05, 2025
Q3 2025
|
C World Wide Group Holding A
|
BUY
|
- |
2.12K+ 9.86% |
$193K - $231K
|
23.6K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.15% |
$636 - $763
|
4.6K
$371K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-244- 6.44% |
$22.2K - $26.6K
|
3.55K
$286K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-42- 6.19% |
$3.82K - $4.58K
|
636
$51.3K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
3.1K+ 4.07% |
$282K - $338K
|
79.3K
$6.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-24.5K- 8.92% |
$2.23M - $2.67M
|
250K
$20.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
2.19K+ 64.22% |
$199K - $239K
|
5.6K
$452K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$364 - $436
|
9
$726
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-12.9K- 13.93% |
$1.17M - $1.41M
|
79.7K
$6.43M
|
|