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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.74K+ 3.03% |
$276K - $310K
|
92.9K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.68KNew |
$271K - $304K
|
2.68K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.66K+ 12.34% |
$268K - $301K
|
24.2K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.58KNew |
$260K - $293K
|
2.58K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.58KNew |
$260K - $292K
|
2.58K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.48K+ 28.54% |
$251K - $282K
|
11.2K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$249K - $280K
|
2.47K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.46KNew |
$248K - $279K
|
2.46K
$288K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.45K+ 3.61% |
$247K - $278K
|
70.3K
$8.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$246K - $276K
|
2.43K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.43KNew |
$245K - $275K
|
2.43K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2.42K+ 1.02% |
$245K - $275K
|
240K
$28.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.37KNew |
$239K - $268K
|
2.37K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.36KNew |
$238K - $268K
|
2.36K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.33K+ 2.94% |
$235K - $264K
|
81.4K
$9.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.33K+ 7.91% |
$235K - $264K
|
31.7K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 38.43% |
$233K - $261K
|
8.3K
$973K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.3K+ 0.95% |
$232K - $261K
|
244K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.25KNew |
$227K - $255K
|
2.25K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.21K+ 24.71% |
$223K - $250K
|
11.1K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.18KNew |
$220K - $247K
|
2.18K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.15KNew |
$217K - $244K
|
2.15K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.14K+ 26.39% |
$216K - $243K
|
10.3K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.1KNew |
$211K - $238K
|
2.1K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$211K - $237K
|
2.09K
$245K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
2.04KNew |
$206K - $232K
|
2.04K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.04K+ 12.7% |
$206K - $232K
|
18.1K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.02KNew |
$203K - $229K
|
2.02K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2K+ 29.04% |
$202K - $227K
|
8.89K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.99K+ 1.23% |
$201K - $226K
|
164K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 10.55% |
$200K - $225K
|
20.8K
$2.44M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.98KNew |
$200K - $225K
|
1.98K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.97KNew |
$199K - $223K
|
1.97K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.95KNew |
$197K - $222K
|
1.95K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.91K+ 16.29% |
$192K - $216K
|
13.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
1.9K+ 50.0% |
$192K - $215K
|
5.7K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.88K+ 1.98% |
$189K - $213K
|
96.4K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.87KNew |
$188K - $212K
|
1.87K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 83.9% |
$180K - $203K
|
3.92K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.77K+ 4.22% |
$179K - $201K
|
43.8K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.73K+ 1.2% |
$175K - $196K
|
146K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.72KNew |
$173K - $195K
|
1.72K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.71K+ 4.61% |
$172K - $194K
|
38.7K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.69K+ 0.45% |
$171K - $192K
|
379K
$44.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.68K+ 17.57% |
$169K - $190K
|
11.2K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.66K+ 11.53% |
$167K - $188K
|
16K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.65K+ 76.9% |
$166K - $187K
|
3.79K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.65K+ 0.27% |
$166K - $187K
|
615K
$72.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.63K+ 5.76% |
$165K - $185K
|
30K
$3.52M
|