Purchases and Sales Made in Q1 2025 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2025. The information is specifically focused on institutions that hold shares of BROWN & BROWN, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 1.97% |
$5.03K - $6.22K
|
2.49K
$230K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-55- 0.31% |
$5.53K - $6.84K
|
17.6K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-57- 1.27% |
$5.73K - $7.09K
|
4.42K
$408K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-59- 2.16% |
$5.93K - $7.34K
|
2.67K
$247K
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-60- 0.92% |
$6.03K - $7.46K
|
6.45K
$594K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 1.56% |
$6.13K - $7.59K
|
3.85K
$355K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-62- 2.59% |
$6.23K - $7.71K
|
2.34K
$215K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-63- 7.77% |
$6.33K - $7.84K
|
748
$69K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-64- 1.19% |
$6.43K - $7.96K
|
5.29K
$488K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-64- 0.59% |
$6.43K - $7.96K
|
10.8K
$996K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-65- 0.08% |
$6.54K - $8.09K
|
81.4K
$7.5M
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-66- 0.2% |
$6.64K - $8.21K
|
32.5K
$2.99M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-66- 0.63% |
$6.64K - $8.21K
|
10.4K
$963K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 3.97% |
$7.24K - $8.96K
|
1.74K
$160K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 1.38% |
$7.24K - $8.96K
|
5.15K
$475K
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-82- 0.76% |
$8.24K - $10.2K
|
10.6K
$982K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-83- 0.07% |
$8.34K - $10.3K
|
124K
$11.5M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-85- 1.42% |
$8.55K - $10.6K
|
5.89K
$543K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-88- 1.59% |
$8.85K - $10.9K
|
5.44K
$501K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-93- 17.38% |
$9.35K - $11.6K
|
442
$40.8K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-98- 15.68% |
$9.85K - $12.2K
|
527
$48.6K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-98- 3.17% |
$9.85K - $12.2K
|
2.99K
$276K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.16% |
$10.1K - $12.4K
|
64.4K
$5.93M
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-112- 1.8% |
$11.3K - $13.9K
|
6.12K
$565K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-123- 2.24% |
$12.4K - $15.3K
|
5.38K
$496K
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-127- 2.16% |
$12.8K - $15.8K
|
5.75K
$530K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-127- 11.26% |
$12.8K - $15.8K
|
1K
$92.3K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-128- 1.88% |
$12.9K - $15.9K
|
6.68K
$616K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-129- 1.61% |
$13K - $16K
|
7.89K
$727K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-131- 1.24% |
$13.2K - $16.3K
|
10.4K
$959K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-135- 0.19% |
$13.6K - $16.8K
|
70.3K
$6.48M
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-139- 1.65% |
$14K - $17.3K
|
8.27K
$763K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-143- 2.66% |
$14.4K - $17.8K
|
5.23K
$482K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-147- 0.46% |
$14.8K - $18.3K
|
31.8K
$2.93M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-147- 6.22% |
$14.8K - $18.3K
|
2.22K
$205K
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-152- 1.02% |
$15.3K - $18.9K
|
14.8K
$1.36M
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-163- 7.16% |
$16.4K - $20.3K
|
2.12K
$195K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-164- 7.52% |
$16.5K - $20.4K
|
2.02K
$186K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-165- 0.29% |
$16.6K - $20.5K
|
56.3K
$5.19M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-166- 0.32% |
$16.7K - $20.7K
|
51.6K
$4.76M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-167- 6.57% |
$16.8K - $20.8K
|
2.37K
$219K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-182- 1.14% |
$18.3K - $22.6K
|
15.8K
$1.46M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-200- 74.91% |
$20.1K - $24.9K
|
67
$6.18K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.77% |
$20.1K - $24.9K
|
11.1K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-202- 1.59% |
$20.3K - $25.1K
|
12.5K
$1.15M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-203- 23.04% |
$20.4K - $25.3K
|
678
$62.5K
|
|
Aug 12, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-206- 0.07% |
$20.7K - $25.6K
|
295K
$27.2M
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-206- 0.07% |
$20.7K - $25.6K
|
295K
$27.2M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-212- 2.17% |
$21.3K - $26.4K
|
9.54K
$879K
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-221- 5.6% |
$22.2K - $27.5K
|
3.72K
$343K
|