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 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-285- 2.59% |
$28.7K - $35.5K
|
10.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-290- 6.86% |
$29.2K - $36.1K
|
3.94K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-305- 13.78% |
$30.7K - $37.9K
|
1.91K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-350- 9.51% |
$35.2K - $43.5K
|
3.33K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-356- 5.59% |
$35.8K - $44.3K
|
6.01K
$650K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-358- 13.08% |
$36K - $44.5K
|
2.38K
$257K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-362- 7.82% |
$36.4K - $45K
|
4.27K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-364- 13.88% |
$36.6K - $45.3K
|
2.26K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-372- 1.62% |
$37.4K - $46.3K
|
22.5K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-389- 0.76% |
$39.1K - $48.4K
|
51K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-396- 16.7% |
$39.8K - $49.3K
|
1.98K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-411- 2.26% |
$41.3K - $51.1K
|
17.8K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-432- 1.72% |
$43.4K - $53.7K
|
24.7K
$2.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-449- 8.78% |
$45.1K - $55.9K
|
4.66K
$504K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-450- 1.3% |
$45.2K - $56K
|
34.1K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-465- 3.13% |
$46.8K - $57.8K
|
14.4K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-474- 20.28% |
$47.7K - $59K
|
1.86K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-478- 0.49% |
$48.1K - $59.5K
|
96.3K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-485- 2.86% |
$48.8K - $60.3K
|
16.5K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 3.85% |
$50.3K - $62.2K
|
12.5K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-520- 1.66% |
$52.3K - $64.7K
|
30.7K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-529- 2.84% |
$53.2K - $65.8K
|
18.1K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-534- 9.5% |
$53.7K - $66.4K
|
5.09K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-544- 1.82% |
$54.7K - $67.7K
|
29.3K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-545- 0.8% |
$54.8K - $67.8K
|
67.8K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-559- 8.67% |
$56.2K - $69.5K
|
5.89K
$637K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-562- 1.09% |
$56.5K - $69.9K
|
50.8K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-567- 4.97% |
$57K - $70.5K
|
10.8K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-592- 0.33% |
$59.5K - $73.6K
|
181K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-609- 6.4% |
$61.2K - $75.8K
|
8.91K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-615- 2.01% |
$61.8K - $76.5K
|
30K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-624- 10.46% |
$62.7K - $77.6K
|
5.34K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-658- 20.84% |
$66.2K - $81.9K
|
2.5K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-660- 16.38% |
$66.4K - $82.1K
|
3.37K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-682- 5.84% |
$68.6K - $84.8K
|
11K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-715- 6.8% |
$71.9K - $88.9K
|
9.81K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-716- 0.73% |
$72K - $89.1K
|
97.9K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-779- 6.87% |
$78.3K - $96.9K
|
10.6K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-793- 7.86% |
$79.7K - $98.6K
|
9.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-826- 1.06% |
$83K - $103K
|
76.9K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-875- 15.59% |
$88K - $109K
|
4.74K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-897- 42.65% |
$90.2K - $112K
|
1.21K
$130K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-900- 34.0% |
$90.5K - $112K
|
1.75K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-920- 12.99% |
$92.5K - $114K
|
6.16K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-939- 8.29% |
$94.4K - $117K
|
10.4K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-971- 0.6% |
$97.6K - $121K
|
161K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 25.52% |
$101K - $125K
|
2.93K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.03K- 13.1% |
$104K - $128K
|
6.84K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.1KClosed |
$111K - $137K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 99.92% |
$121K - $149K
|
1
$108
|