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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
167+ 1.43% |
$16.8K - $20.8K
|
11.8K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
161+ 0.47% |
$16.2K - $20K
|
34.6K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
122New |
$12.3K - $15.2K
|
122
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
114+ 5700.0% |
$11.5K - $14.2K
|
116
$13.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 11.71% |
$10.6K - $13.1K
|
1K
$117K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
97+ 2.3% |
$9.75K - $12.1K
|
4.31K
$505K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
88+ 82.24% |
$8.85K - $10.9K
|
195
$22.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
84+ 12.23% |
$8.45K - $10.4K
|
771
$90.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 0.07% |
$7.84K - $9.7K
|
118K
$13.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
61+ 2033.33% |
$6.13K - $7.59K
|
64
$7.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
53+ 12.21% |
$5.33K - $6.59K
|
487
$57.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
50+ 2.29% |
$5.03K - $6.22K
|
2.23K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49+ 1.63% |
$4.93K - $6.1K
|
3.05K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 766.67% |
$4.62K - $5.72K
|
52
$6.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 571.43% |
$4.02K - $4.98K
|
47
$5.51K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 150.0% |
$2.11K - $2.61K
|
35
$4.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 10.1% |
$2.01K - $2.49K
|
218
$25.6K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
19New |
$1.91K - $2.36K
|
19
$2.23K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 225.0% |
$1.81K - $2.24K
|
26
$3.05K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$1.61K - $1.99K
|
3.9K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.12% |
$905 - $1.12K
|
7.37K
$864K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$804 - $995
|
8
$938
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$402 - $498
|
4
$469
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 0.56% |
$402 - $498
|
714
$83.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 60.0% |
$302 - $373
|
8
$938
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$302 - $373
|
3
$352
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.18% |
$201 - $249
|
1.1K
$129K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.9MNew |
$1.3B - $1.46B
|
12.9M
$1.51B
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.07MNew |
$310M - $348M
|
3.07M
$360M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.03M+ 626.55% |
$205M - $230M
|
2.35M
$275M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.94MNew |
$196M - $220M
|
1.94M
$228M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.34M+ 4.67% |
$135M - $152M
|
29.9M
$3.51B
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
764K+ 1711.82% |
$77.1M - $86.7M
|
809K
$94.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
705KNew |
$71.1M - $80M
|
705K
$82.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
680K+ 9262.24% |
$68.6M - $77.1M
|
687K
$80.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
662K+ 90.18% |
$66.9M - $75.1M
|
1.4M
$164M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
566K+ 15.6% |
$57.1M - $64.2M
|
4.2M
$492M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
388K+ 11.37% |
$39.2M - $44.1M
|
3.8M
$446M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
354K+ 108.95% |
$35.7M - $40.1M
|
679K
$79.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
295KNew |
$29.8M - $33.4M
|
295K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
293K+ 14.48% |
$29.6M - $33.3M
|
2.32M
$272M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
283K+ 2.6% |
$28.5M - $32.1M
|
11.1M
$1.31B
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
275KNew |
$27.8M - $31.2M
|
275K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
271K+ 35.67% |
$27.4M - $30.8M
|
1.03M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
265K+ 22.74% |
$26.8M - $30.1M
|
1.43M
$168M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
255K+ 144.83% |
$25.7M - $28.9M
|
431K
$50.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
240K+ 18.11% |
$24.2M - $27.2M
|
1.57M
$184M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
206K+ 11.9% |
$20.8M - $23.4M
|
1.94M
$228M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
188K+ 185.71% |
$19M - $21.3M
|
289K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
180K+ 140.07% |
$18.2M - $20.4M
|
308K
$36.2M
|
|