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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
860+ 10.18% |
$78.2K - $93.7K
|
9.31K
$751K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
857+ 2.43% |
$77.9K - $93.4K
|
36.1K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
855+ 35.19% |
$77.7K - $93.1K
|
3.29K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
854+ 11.28% |
$77.6K - $93K
|
8.43K
$680K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
849+ 0.93% |
$77.2K - $92.5K
|
91.9K
$7.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
848+ 13.06% |
$77.1K - $92.4K
|
7.34K
$592K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
835New |
$75.9K - $91K
|
835
$67.4K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
821New |
$74.6K - $89.4K
|
821
$66.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
815New |
$74.1K - $88.8K
|
815
$65.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
746+ 1.34% |
$67.8K - $81.3K
|
56.3K
$4.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
744+ 29.05% |
$67.6K - $81K
|
3.31K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
733+ 11.61% |
$66.6K - $79.8K
|
7.05K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
726+ 40.18% |
$66K - $79.1K
|
2.53K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
725+ 1.08% |
$65.9K - $79K
|
67.7K
$5.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
700+ 34.74% |
$63.6K - $76.3K
|
2.72K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
677+ 4.44% |
$61.5K - $73.7K
|
15.9K
$1.29M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
629+ 23.92% |
$57.2K - $68.5K
|
3.26K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
609+ 0.19% |
$55.3K - $66.3K
|
322K
$26M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 4.05% |
$54.5K - $65.4K
|
15.4K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
596+ 2.48% |
$54.2K - $64.9K
|
24.7K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
589+ 0.33% |
$53.5K - $64.2K
|
179K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
585+ 319.67% |
$53.2K - $63.7K
|
768
$62K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
581+ 25.33% |
$52.8K - $63.3K
|
2.88K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
568+ 4369.23% |
$51.6K - $61.9K
|
581
$46.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
564+ 10.11% |
$51.3K - $61.4K
|
6.14K
$496K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
553+ 25.23% |
$50.3K - $60.2K
|
2.75K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
530+ 15.11% |
$48.2K - $57.7K
|
4.04K
$326K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
520+ 3.05% |
$47.3K - $56.6K
|
17.6K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
514+ 3.84% |
$46.7K - $56K
|
13.9K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
510+ 4.43% |
$46.3K - $55.6K
|
12K
$971K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
500+ 23.81% |
$45.4K - $54.5K
|
2.6K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 0.49% |
$45.4K - $54.5K
|
102K
$8.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
490+ 93.51% |
$44.5K - $53.4K
|
1.01K
$81.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
480+ 1.64% |
$43.6K - $52.3K
|
29.8K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
459New |
$41.7K - $50K
|
459
$37K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
437+ 64.64% |
$39.7K - $47.6K
|
1.11K
$89.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
431+ 0.34% |
$39.2K - $46.9K
|
128K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
417+ 11.07% |
$37.9K - $45.4K
|
4.18K
$338K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
399+ 0.45% |
$36.3K - $43.5K
|
88.6K
$7.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
396+ 4.43% |
$36K - $43.1K
|
9.34K
$754K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
389+ 2.03% |
$35.4K - $42.4K
|
19.6K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
374+ 8.87% |
$34K - $40.7K
|
4.59K
$370K
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
369+ 19.96% |
$33.5K - $40.2K
|
2.22K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
359+ 7.58% |
$32.6K - $39.1K
|
5.1K
$411K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
359+ 3.96% |
$32.6K - $39.1K
|
9.42K
$760K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
355+ 1.15% |
$32.3K - $38.7K
|
31.1K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
349+ 1.05% |
$31.7K - $38K
|
33.6K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
BUY
|
- |
349+ 2.06% |
$31.7K - $38K
|
17.3K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
341+ 2.01% |
$31K - $37.1K
|
17.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
328+ 2.21% |
$29.8K - $35.7K
|
15.1K
$1.22M
|
|