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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
324+ 2.99% |
$29.4K - $35.3K
|
11.2K
$900K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
316+ 167.2% |
$28.7K - $34.4K
|
505
$40.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
310+ 3.02% |
$28.2K - $33.8K
|
10.6K
$853K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
304+ 13.26% |
$27.6K - $33.1K
|
2.6K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
300+ 48.15% |
$27.3K - $32.7K
|
923
$74.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
298+ 44.02% |
$27.1K - $32.5K
|
975
$78.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
278+ 2.34% |
$25.3K - $30.3K
|
12.1K
$980K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
275+ 4.27% |
$25K - $30K
|
6.72K
$542K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
265+ 13.58% |
$24.1K - $28.9K
|
2.22K
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
265+ 1.32% |
$24.1K - $28.9K
|
20.4K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
253+ 8.19% |
$23K - $27.6K
|
3.34K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
252+ 5.6% |
$22.9K - $27.5K
|
4.75K
$383K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
240New |
$21.8K - $26.1K
|
240
$19.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
237+ 3.47% |
$21.5K - $25.8K
|
7.07K
$570K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
234+ 29.29% |
$21.3K - $25.5K
|
1.03K
$83.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
233+ 2.2% |
$21.2K - $25.4K
|
10.8K
$872K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
230+ 0.75% |
$20.9K - $25.1K
|
31K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
230+ 3.9% |
$20.9K - $25.1K
|
6.13K
$495K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
220+ 423.08% |
$20K - $24K
|
272
$22K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
218New |
$19.8K - $23.7K
|
218
$17.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
211+ 2.1% |
$19.2K - $23K
|
10.2K
$827K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
CALL |
200New |
$18.2K - $21.8K
|
200
$16.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
200+ 8.83% |
$18.2K - $21.8K
|
2.47K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
200+ 3.55% |
$18.2K - $21.8K
|
5.83K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
199New |
$18.1K - $21.7K
|
199
$16.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
198+ 36.87% |
$18K - $21.6K
|
735
$59.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
195+ 1.58% |
$17.7K - $21.2K
|
12.6K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
190+ 4.48% |
$17.3K - $20.7K
|
4.44K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
188+ 2350.0% |
$17.1K - $20.5K
|
196
$15.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
187+ 1.05% |
$17K - $20.4K
|
18K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
184+ 322.81% |
$16.7K - $20K
|
241
$19.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
183+ 4.57% |
$16.6K - $19.9K
|
4.19K
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176+ 9.82% |
$16K - $19.2K
|
1.97K
$159K
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
166+ 1.22% |
$15.1K - $18.1K
|
13.7K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
164+ 3.9% |
$14.9K - $17.9K
|
4.37K
$352K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160+ 1.71% |
$14.5K - $17.4K
|
9.49K
$766K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
155+ 2583.33% |
$14.1K - $16.9K
|
161
$13K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 2.13% |
$12.9K - $15.5K
|
6.81K
$549K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
136+ 3.02% |
$12.4K - $14.8K
|
4.63K
$374K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
132+ 4.13% |
$12K - $14.4K
|
3.33K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
129+ 0.7% |
$11.7K - $14.1K
|
18.6K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
127New |
$11.5K - $13.8K
|
127
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
125+ 0.71% |
$11.4K - $13.6K
|
17.9K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
110+ 0.45% |
$10K - $12K
|
24.6K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
101New |
$9.18K - $11K
|
101
$8.15K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
101+ 439.13% |
$9.18K - $11K
|
124
$10K
|
|