Latest Institutional Sells of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$90.9 - $109
|
11.7K
$942K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.26% |
$90.9 - $109
|
386
$31.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.02% |
$90.9 - $109
|
4.73K
$381K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-483K- 89.94% |
$50.5M - $60.2M
|
54.1K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
SELL
|
- |
-110K- 59.43% |
$11.5M - $13.7M
|
75.1K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-91.4K- 92.14% |
$9.55M - $11.4M
|
7.79K
$629K
|
|
|
Jul 28, 2025
Q2 2025
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-89K- 62.05% |
$9.3M - $11.1M
|
54.4K
$4.39M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-87.9K- 24.54% |
$9.18M - $10.9M
|
270K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-79.4K- 91.55% |
$8.3M - $9.88M
|
7.33K
$591K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-34.5K- 94.37% |
$3.6M - $4.29M
|
2.06K
$166K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-34.1K- 67.04% |
$3.56M - $4.24M
|
16.8K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-19.9K- 87.72% |
$2.08M - $2.48M
|
2.79K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15K- 60.0% |
$1.57M - $1.87M
|
10K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.5K- 10.71% |
$1.41M - $1.68M
|
112K
$9.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.7K- 82.64% |
$1.33M - $1.58M
|
2.67K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-12.6K- 33.58% |
$1.31M - $1.57M
|
24.9K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-12K- 11.47% |
$1.25M - $1.49M
|
92.5K
$7.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8.66K- 74.79% |
$905K - $1.08M
|
2.92K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-8.4K- 2.1% |
$878K - $1.05M
|
392K
$31.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.02K- 66.95% |
$629K - $749K
|
2.97K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.63K- 67.42% |
$484K - $576K
|
2.24K
$181K
|
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 13.86% |
$422K - $503K
|
25.1K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-3.39K- 32.66% |
$355K - $422K
|
7K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 93.88% |
$314K - $374K
|
196
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 32.22% |
$230K - $274K
|
4.64K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.68K- 44.85% |
$175K - $209K
|
2.06K
$166K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.53K- 38.72% |
$160K - $190K
|
2.42K
$195K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.02K- 20.06% |
$106K - $127K
|
4.05K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-848- 77.02% |
$88.6K - $106K
|
253
$20.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-761- 16.73% |
$79.5K - $94.7K
|
3.79K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-713- 14.91% |
$74.5K - $88.7K
|
4.07K
$328K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-661- 0.97% |
$69.1K - $82.2K
|
67.4K
$5.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-602- 1.96% |
$62.9K - $74.9K
|
30.1K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-574- 9.31% |
$60K - $71.4K
|
5.59K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-487- 18.49% |
$50.9K - $60.6K
|
2.15K
$173K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-312- 3.08% |
$32.6K - $38.8K
|
9.82K
$792K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-250- 8.33% |
$26.1K - $31.1K
|
2.75K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-186- 7.53% |
$19.4K - $23.1K
|
2.28K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-149- 2.77% |
$15.6K - $18.5K
|
5.23K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-125- 4.02% |
$13.1K - $15.6K
|
2.99K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.75% |
$7.1K - $8.46K
|
3.83K
$309K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-63- 98.44% |
$6.58K - $7.84K
|
1
$80.7
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-50- 0.37% |
$5.22K - $6.22K
|
13.5K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 2.61% |
$4.18K - $4.98K
|
1.5K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-22- 0.7% |
$2.3K - $2.74K
|
3.12K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 60.0% |
$2.19K - $2.61K
|
14
$1.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 45.16% |
$1.46K - $1.74K
|
17
$1.37K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-7- 6.03% |
$731 - $871
|
109
$8.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3- 4.35% |
$313 - $373
|
66
$5.33K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 50.0% |
$104 - $124
|
1
$80.7
|
|