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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.72KNew |
$180K - $215K
|
1.72K
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 12.97% |
$160K - $191K
|
13.4K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.13K+ 7.69% |
$118K - $141K
|
15.8K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.1K+ 41.34% |
$115K - $137K
|
3.77K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
1.1K+ 41.34% |
$115K - $137K
|
3.77K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 10.51% |
$115K - $137K
|
11.6K
$934K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.07K+ 10.75% |
$111K - $133K
|
11K
$887K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.06K+ 38.87% |
$110K - $132K
|
3.78K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
979New |
$102K - $122K
|
979
$79K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
910+ 21.3% |
$95.1K - $113K
|
5.18K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
902New |
$94.2K - $112K
|
902
$72.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
812+ 1.16% |
$84.8K - $101K
|
70.8K
$5.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
689+ 24.03% |
$72K - $85.7K
|
3.56K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
626+ 6.89% |
$65.4K - $77.9K
|
9.72K
$784K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
545+ 5.24% |
$56.9K - $67.8K
|
10.9K
$883K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
542New |
$56.6K - $67.4K
|
542
$43.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 40.05% |
$50.5K - $60.1K
|
1.69K
$136K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
454New |
$47.4K - $56.5K
|
454
$36.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
446New |
$46.6K - $55.5K
|
446
$36K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
293New |
$30.6K - $36.5K
|
293
$23.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
274+ 1.49% |
$28.6K - $34.1K
|
18.6K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
261+ 2.68% |
$27.3K - $32.5K
|
10K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
229+ 0.71% |
$23.9K - $28.5K
|
32.7K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214New |
$22.4K - $26.6K
|
214
$17.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
208+ 4.34% |
$21.7K - $25.9K
|
5K
$403K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
192New |
$20.1K - $23.9K
|
192
$15.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
189New |
$19.7K - $23.5K
|
189
$15.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
175+ 9.02% |
$18.3K - $21.8K
|
2.12K
$171K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
171New |
$17.9K - $21.3K
|
171
$13.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
152+ 3.57% |
$15.9K - $18.9K
|
4.41K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
140+ 4.36% |
$14.6K - $17.4K
|
3.35K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
136+ 6.02% |
$14.2K - $16.9K
|
2.39K
$193K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
115+ 4.28% |
$12K - $14.3K
|
2.8K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
111New |
$11.6K - $13.8K
|
111
$8.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
109+ 5.45% |
$11.4K - $13.6K
|
2.11K
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
108+ 6.02% |
$11.3K - $13.4K
|
1.9K
$153K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
108+ 4.58% |
$11.3K - $13.4K
|
2.46K
$199K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
85New |
$8.88K - $10.6K
|
85
$6.86K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
73New |
$7.63K - $9.08K
|
73
$5.89K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 1.09% |
$6.79K - $8.09K
|
6.06K
$489K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
61New |
$6.37K - $7.59K
|
61
$4.92K
|
|
|
Nov 25, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
57New |
$5.96K - $7.09K
|
57
$4.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
46+ 21.6% |
$4.81K - $5.72K
|
259
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
42+ 525.0% |
$4.39K - $5.23K
|
50
$4.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
38New |
$3.97K - $4.73K
|
38
$3.07K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28New |
$2.93K - $3.48K
|
28
$2.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$2.09K - $2.49K
|
20
$1.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
13New |
$1.36K - $1.62K
|
13
$1.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$940 - $1.12K
|
9
$726
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$627 - $747
|
1.18K
$94.9K
|
|