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 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-875- 15.59% |
$88K - $109K
|
4.74K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-897- 42.65% |
$90.2K - $112K
|
1.21K
$111K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-900- 34.0% |
$90.5K - $112K
|
1.75K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-920- 12.99% |
$92.5K - $114K
|
6.16K
$568K
|
|
|
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
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-971- 0.6% |
$97.6K - $121K
|
161K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 25.52% |
$101K - $125K
|
2.93K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.03K- 13.1% |
$104K - $128K
|
6.84K
$631K
|
|
|
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
$92.2
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 10.28% |
$121K - $149K
|
10.5K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.24K- 1.83% |
$124K - $154K
|
66.2K
$6.11M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.28K- 1.43% |
$128K - $159K
|
88.3K
$8.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.32K- 4.66% |
$133K - $164K
|
27K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.35K- 5.95% |
$135K - $168K
|
21.3K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.35K- 18.88% |
$136K - $168K
|
5.8K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 2.36% |
$141K - $175K
|
58.1K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 73.9% |
$143K - $178K
|
504
$46.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.44K- 6.91% |
$144K - $179K
|
19.4K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.44K- 5.62% |
$145K - $179K
|
24.2K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.47K- 1.17% |
$147K - $182K
|
123K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.48K- 99.2% |
$149K - $184K
|
12
$1.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 30.31% |
$150K - $186K
|
3.43K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-1.53K- 0.54% |
$154K - $190K
|
284K
$26.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.54K- 11.49% |
$154K - $191K
|
11.8K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 18.51% |
$156K - $193K
|
6.84K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.59K- 12.45% |
$160K - $198K
|
11.2K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.61K- 38.9% |
$162K - $201K
|
2.53K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.66K- 4.21% |
$167K - $206K
|
37.7K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.78K- 0.68% |
$179K - $221K
|
259K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.82K- 49.62% |
$183K - $227K
|
1.85K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.91K- 11.16% |
$192K - $237K
|
15.2K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.92K- 9.96% |
$193K - $239K
|
17.4K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.94K- 3.57% |
$195K - $242K
|
52.5K
$4.84M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.03K- 22.02% |
$204K - $252K
|
7.18K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.11K- 15.55% |
$213K - $263K
|
11.5K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.16K- 8.2% |
$217K - $269K
|
24.2K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.16K- 6.9% |
$217K - $269K
|
29.2K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.17K- 5.47% |
$218K - $270K
|
37.5K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.23K- 14.13% |
$224K - $277K
|
13.5K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.3K- 5.04% |
$231K - $286K
|
43.3K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.37K- 21.27% |
$238K - $295K
|
8.77K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.41K- 26.71% |
$243K - $300K
|
6.62K
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.41K- 10.48% |
$243K - $300K
|
20.6K
$1.9M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.42K- 40.51% |
$243K - $301K
|
3.55K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-2.42K- 2.18% |
$244K - $301K
|
109K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.47K- 11.82% |
$248K - $307K
|
18.4K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.49K- 12.75% |
$251K - $310K
|
17.1K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.51K- 35.53% |
$252K - $312K
|
4.56K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.6K- 8.44% |
$261K - $323K
|
28.2K
$2.6M
|