Latest Institutional Purchases of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
22+ 3.57% |
$2K - $2.4K
|
639
$51.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.4K
|
22
$1.78K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21New |
$1.91K - $2.29K
|
21
$1.69K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18New |
$1.64K - $1.96K
|
18
$1.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18+ 1.36% |
$1.64K - $1.96K
|
1.34K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
16+ 0.13% |
$1.45K - $1.74K
|
12.8K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
15New |
$1.36K - $1.63K
|
15
$1.21K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 40.0% |
$1.27K - $1.53K
|
49
$3.95K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.59% |
$1.18K - $1.42K
|
2.23K
$180K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
12New |
$1.09K - $1.31K
|
12
$968
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
11+ 21.57% |
$1K - $1.2K
|
62
$5K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.43% |
$909 - $1.09K
|
2.32K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.42% |
$909 - $1.09K
|
2.39K
$192K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
10+ 5.35% |
$909 - $1.09K
|
197
$15.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$909 - $1.09K
|
10
$807
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
9New |
$818 - $980
|
9
$726
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$727 - $871
|
88.3K
$7.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.15% |
$636 - $763
|
4.6K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6New |
$545 - $654
|
6
$484
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
6New |
$545 - $654
|
6
$484
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6New |
$545 - $654
|
6
$484
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 25.0% |
$454 - $545
|
25
$2.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5+ 0.13% |
$454 - $545
|
3.82K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$454 - $545
|
5
$404
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 3.88% |
$454 - $545
|
134
$10.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$364 - $436
|
9
$726
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$273 - $327
|
3
$242
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3+ 0.07% |
$273 - $327
|
4.35K
$351K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.13% |
$273 - $327
|
2.38K
$192K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3+ 0.04% |
$273 - $327
|
7.77K
$627K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$273 - $327
|
3
$242
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2+ 0.08% |
$182 - $218
|
2.53K
$204K
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.02% |
$90.9 - $109
|
5.43K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$90.9 - $109
|
7
$565
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$90.9 - $109
|
2.28K
$184K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
1.14MNew |
$120M - $142M
|
1.14M
$92.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.08MNew |
$113M - $134M
|
1.08M
$87.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
750KNew |
$78.4M - $93.3M
|
750K
$60.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
677KNew |
$70.7M - $84.2M
|
677K
$54.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
457KNew |
$47.7M - $56.9M
|
457K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
350KNew |
$36.6M - $43.6M
|
350K
$28.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
240KNew |
$25.1M - $29.9M
|
240K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Longaeva Partners L.P.
Chicago, IL |
BUY
|
- |
225KNew |
$23.5M - $28M
|
225K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
223KNew |
$23.3M - $27.8M
|
223K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
200K+ 6304.1% |
$20.9M - $24.9M
|
203K
$16.4M
|
|