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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-233K- 54.66% |
$23.4M - $29M
|
193K
$15.6M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-72.1K- 62.57% |
$7.24M - $8.96M
|
43.1K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-25.8K- 81.39% |
$2.59M - $3.21M
|
5.89K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20K- 9.02% |
$2.01M - $2.49M
|
202K
$16.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.5K- 8.38% |
$351K - $435K
|
38.2K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.49K- 15.53% |
$351K - $435K
|
19K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-3.2K- 56.14% |
$322K - $398K
|
2.5K
$202K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.42K- 40.51% |
$243K - $301K
|
3.55K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.61K- 38.9% |
$162K - $201K
|
2.53K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 30.31% |
$150K - $186K
|
3.43K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.35K- 18.88% |
$136K - $168K
|
5.8K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-900- 34.0% |
$90.5K - $112K
|
1.75K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-660- 16.38% |
$66.4K - $82.1K
|
3.37K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-534- 9.5% |
$53.7K - $66.4K
|
5.09K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 3.85% |
$50.3K - $62.2K
|
12.5K
$1.01M
|
|