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 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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
100New |
$9.09K - $10.9K
|
100
$8.07K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
92New |
$8.36K - $10K
|
92
$7.42K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
91+ 100.0% |
$8.27K - $9.91K
|
182
$14.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 0.64% |
$8.27K - $9.91K
|
14.3K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
84+ 1.28% |
$7.63K - $9.15K
|
6.67K
$538K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 2.86% |
$7.63K - $9.15K
|
3.03K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
79+ 1.42% |
$7.18K - $8.61K
|
5.66K
$457K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
79+ 10.09% |
$7.18K - $8.61K
|
862
$69.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 0.38% |
$6.54K - $7.84K
|
18.8K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
67New |
$6.09K - $7.3K
|
67
$5.41K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
63+ 2.3% |
$5.73K - $6.86K
|
2.8K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
61New |
$5.54K - $6.64K
|
61
$4.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
54+ 1.33% |
$4.91K - $5.88K
|
4.12K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
45+ 2.34% |
$4.09K - $4.9K
|
1.97K
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 1.01% |
$3.73K - $4.47K
|
4.1K
$331K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39+ 26.17% |
$3.54K - $4.25K
|
188
$15.2K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 6.67% |
$3.18K - $3.81K
|
560
$45.2K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
34+ 178.95% |
$3.09K - $3.7K
|
53
$4.28K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 13.58% |
$3K - $3.59K
|
276
$22.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$2.91K - $3.49K
|
32
$2.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
29+ 2.46% |
$2.64K - $3.16K
|
1.21K
$97.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 63.64% |
$2.54K - $3.05K
|
72
$5.81K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
28New |
$2.54K - $3.05K
|
28
$2.26K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
24New |
$2.18K - $2.61K
|
24
$1.94K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
23+ 0.34% |
$2.09K - $2.51K
|
6.7K
$541K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23+ 60.53% |
$2.09K - $2.51K
|
61
$4.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
22+ 3.57% |
$2K - $2.4K
|
639
$51.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.4K
|
22
$1.78K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21New |
$1.91K - $2.29K
|
21
$1.69K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18New |
$1.64K - $1.96K
|
18
$1.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18+ 1.36% |
$1.64K - $1.96K
|
1.34K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
16+ 0.13% |
$1.45K - $1.74K
|
12.8K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
15New |
$1.36K - $1.63K
|
15
$1.21K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 7.58% |
$1.36K - $1.63K
|
213
$17.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 40.0% |
$1.27K - $1.53K
|
49
$3.95K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.59% |
$1.18K - $1.42K
|
2.23K
$180K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
12New |
$1.09K - $1.31K
|
12
$968
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
11+ 21.57% |
$1K - $1.2K
|
62
$5K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.43% |
$909 - $1.09K
|
2.32K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.42% |
$909 - $1.09K
|
2.39K
$192K
|
|