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 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$1.13M - $1.4M
|
11.2K
$1.21M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
11.1K+ 76.61% |
$1.11M - $1.38M
|
25.5K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.9K+ 27.14% |
$1.1M - $1.36M
|
51.2K
$5.54M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.9KNew |
$1.09M - $1.35M
|
10.9K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
10.5KNew |
$1.05M - $1.3M
|
10.5K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
10.3K+ 39.28% |
$1.04M - $1.28M
|
36.5K
$3.95M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
9.92KNew |
$997K - $1.23M
|
9.92K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.77K+ 58.99% |
$982K - $1.22M
|
26.3K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
9.47K+ 53.82% |
$952K - $1.18M
|
27.1K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.26K+ 38.31% |
$931K - $1.15M
|
33.4K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.25K+ 0.57% |
$930K - $1.15M
|
1.62M
$175M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
9.2K+ 10.4% |
$925K - $1.14M
|
97.6K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
8.95KNew |
$900K - $1.11M
|
8.95K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.93KNew |
$898K - $1.11M
|
8.93K
$966K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.65K+ 57.89% |
$869K - $1.08M
|
23.6K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.63K+ 7.31% |
$867K - $1.07M
|
127K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.07K+ 8.64% |
$811K - $1M
|
101K
$11M
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
7.97KNew |
$802K - $992K
|
7.97K
$862K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.73K+ 2.54% |
$777K - $961K
|
312K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.6K+ 20.94% |
$764K - $945K
|
43.9K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.47K+ 16.17% |
$751K - $930K
|
53.7K
$5.81M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
7.41K+ 0.39% |
$745K - $922K
|
1.92M
$208M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
7.33KNew |
$737K - $912K
|
7.33K
$793K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.31K+ 118.84% |
$735K - $909K
|
13.5K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
7.17K+ 7.72% |
$721K - $892K
|
100K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.96KNew |
$700K - $866K
|
6.96K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.94KNew |
$698K - $864K
|
6.94K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
6.92K+ 13.04% |
$696K - $861K
|
60K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.88KNew |
$692K - $856K
|
6.88K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84K+ 209.33% |
$688K - $851K
|
10.1K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.58K+ 22.12% |
$662K - $819K
|
36.3K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.46K+ 16.74% |
$649K - $803K
|
45K
$4.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.36K+ 10.3% |
$639K - $791K
|
68.1K
$7.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
6.2K+ 146.52% |
$623K - $771K
|
10.4K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6K+ 6.37% |
$603K - $746K
|
100K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
5.8K+ 580.0% |
$583K - $722K
|
6.8K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
5.74K+ 5.64% |
$577K - $714K
|
107K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.72KNew |
$575K - $711K
|
5.72K
$618K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.7KNew |
$573K - $709K
|
5.7K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.66KNew |
$569K - $704K
|
5.66K
$612K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.55K+ 9.51% |
$558K - $690K
|
63.9K
$6.91M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.38K+ 2844.44% |
$541K - $669K
|
5.57K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.32K+ 56.81% |
$535K - $662K
|
14.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.26KNew |
$529K - $654K
|
5.26K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.25KNew |
$528K - $654K
|
5.25K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23K+ 88.66% |
$526K - $651K
|
11.1K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.11K+ 0.88% |
$513K - $635K
|
583K
$63M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$510K - $631K
|
5.07K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
5.07KNew |
$509K - $630K
|
5.07K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
4.9KNew |
$493K - $610K
|
4.9K
$530K
|