Latest Institutional Purchases of Brown & Brown, Inc. (BRO)

BRO Quotes by TradingView

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
May 05, 2025 Q1 2025
Amg National Trust Bank

BUY
 -
1.63K
New
$163K - $202K
1.63K $131K
May 13, 2025 Q1 2025
Manchester Financial Inc

BUY
 -
1.63K
New
$163K - $202K
1.63K $131K
Jun 17, 2025 Q1 2025
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.61K
New
$162K - $200K
1.61K $130K
May 15, 2025 Q1 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
1.13K
New
$114K - $141K
1.13K $91.5K
Apr 17, 2025 Q1 2025
Acropolis Investment Management, LLC

BUY
 -
847
New
$85.2K - $105K
847 $68.4K
May 13, 2025 Q1 2025
Qtron Investments LLC

Boston, MA
BUY
 -
786
+ 9.36%
$79K - $97.8K
9.18K $741K
Apr 29, 2025 Q1 2025
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
715
New
$71.9K - $88.9K
715 $57.7K
Apr 25, 2025 Q1 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
668
New
$67.2K - $83.1K
668 $53.9K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
600
New
$60.3K - $74.6K
600 $48.4K
Apr 28, 2025 Q1 2025
Xcel Wealth Management, LLC

BUY
 -
550
+ 8.75%
$55.3K - $68.4K
6.83K $552K
Apr 30, 2025 Q1 2025
Optimum Investment Advisors

BUY
 -
250
New
$25.1K - $31.1K
250 $20.2K
Apr 16, 2025 Q1 2025
Marshall Financial Group LLC

BUY
 -
167
+ 1.43%
$16.8K - $20.8K
11.8K $956K
Apr 29, 2025 Q1 2025
Hexagon Capital Partners LLC

BUY
 -
142
+ 45.66%
$14.3K - $17.7K
453 $36.6K
Apr 28, 2025 Q1 2025
Financial Advocates Investment Management

Olympia, WA
BUY
 -
136
+ 3.01%
$13.7K - $16.9K
4.66K $376K
Apr 14, 2025 Q1 2025
City Holding CO

BUY
 -
122
New
$12.3K - $15.2K
122 $9.85K
May 15, 2025 Q1 2025
Banque Transatlantique Sa

Paris, I0
BUY
 -
109
New
$11K - $13.6K
109 $8.8K
May 15, 2025 Q1 2025
Saudi Central Bank

Riyadh, T0
BUY
 -
96
New
$9.65K - $11.9K
96 $7.75K
May 09, 2025 Q1 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
BUY
 -
88
New
$8.85K - $10.9K
88 $7.1K
Apr 30, 2025 Q1 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
72
New
$7.24K - $8.96K
72 $5.81K
May 08, 2025 Q1 2025
Howland Capital Management LLC

BUY
 -
43
+ 0.83%
$4.32K - $5.35K
5.2K $419K
May 08, 2025 Q1 2025
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
42
New
$4.22K - $5.22K
42 $3.39K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
38
New
$3.82K - $4.73K
38 $3.07K
May 07, 2025 Q1 2025
Sheaff Brock Investment Advisors, LLC

BUY
 -
18
+ 0.45%
$1.81K - $2.24K
4.02K $325K
Apr 07, 2025 Q1 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
18
+ 225.0%
$1.81K - $2.24K
26 $2.1K
Apr 30, 2025 Q1 2025
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
16
New
$1.61K - $1.99K
16 $1.29K
May 15, 2025 Q1 2025
Greenline Partners, LLC

New York, NY
BUY
 -
14
New
$1.41K - $1.74K
14 $1.13K
Aug 26, 2025 Q1 2025
Winnow Wealth LLC

Waco, TX
BUY
 -
8
New
$804 - $995
8 $646
May 15, 2025 Q1 2025
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
8
New
$804 - $995
8 $646
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
8
New
$804 - $995
8 $646
Aug 14, 2025 Q1 2025
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
New
$503 - $622
5 $404
May 05, 2025 Q1 2025
Cbiz Investment Advisory Services, LLC

BUY
 -
4
New
$402 - $498
4 $323
Apr 07, 2025 Q1 2025
Goal Vest Advisory LLC

BUY
 -
3
New
$302 - $373
3 $242
May 29, 2025 Q1 2025
Quaker Wealth Management, LLC

BUY
 PUT
2
New
$201 - $249
2 $161
Q4 2024
Feb 10, 2025 Q4 2024
Madison Investment Advisors, LLC

Madison, WI
BUY
 -
1.94M
New
$196M - $220M
1.94M $157M
Feb 14, 2025 Q4 2024
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
47K
+ 10.52%
$4.74M - $5.33M
494K $39.8M
Feb 14, 2025 Q4 2024
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
44.6K
+ 1087.83%
$4.5M - $5.06M
48.7K $3.93M
Feb 13, 2025 Q4 2024
Marshall Wace, LLP

London, X0
BUY
 -
39.5K
+ 977.33%
$3.98M - $4.47M
43.5K $3.51M
Feb 14, 2025 Q4 2024
Sone Capital Management, LLC

New York, NY
BUY
 -
26.8K
New
$2.71M - $3.04M
26.8K $2.17M
Feb 13, 2025 Q4 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
13.7K
New
$1.39M - $1.56M
13.7K $1.11M
Feb 13, 2025 Q4 2024
Fiducient Advisors LLC

BUY
 -
12.4K
New
$1.26M - $1.41M
12.4K $1M
Feb 13, 2025 Q4 2024
Nutshell Asset Management LTD

Sevenoaks, X0
BUY
 -
10.5K
New
$1.06M - $1.19M
10.5K $847K
Jan 30, 2025 Q4 2024
Pictet & Cie (Europe) Sa

BUY
 -
8.89K
New
$897K - $1.01M
8.89K $717K
Feb 14, 2025 Q4 2024
Geller Advisors LLC

New York, NY
BUY
 -
7.51K
New
$758K - $852K
7.51K $606K
Apr 01, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
6.74K
New
$680K - $764K
6.74K $544K
Feb 07, 2025 Q4 2024
Gsa Capital Partners LLP

London, X0
BUY
 -
6.06K
New
$612K - $687K
6.06K $489K
Feb 14, 2025 Q4 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
4.64K
New
$469K - $526K
4.64K $375K
Feb 14, 2025 Q4 2024
First Manhattan CO

New York, NY
BUY
 -
4.54K
New
$458K - $515K
4.54K $366K
Feb 11, 2025 Q4 2024
Tap Consulting, LLC

BUY
 -
4.38K
+ 18.02%
$442K - $497K
28.7K $2.31M
Feb 14, 2025 Q4 2024
Prelude Capital Management, LLC

New York, NY
BUY
 -
4K
New
$404K - $454K
4K $323K

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