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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.59KNew |
$260K - $322K
|
2.59K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.51K+ 22.41% |
$252K - $312K
|
13.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.42KNew |
$243K - $301K
|
2.42K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.4K+ 15.34% |
$242K - $299K
|
18.1K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.4K+ 31.74% |
$241K - $298K
|
9.95K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
2.37K+ 14.77% |
$238K - $294K
|
18.4K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$236K - $292K
|
2.35K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.34K+ 7.39% |
$236K - $292K
|
34.1K
$3.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.31K+ 115600.0% |
$232K - $288K
|
2.31K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.3K+ 18.83% |
$232K - $287K
|
14.5K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.18KNew |
$219K - $271K
|
2.18K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.17K+ 10.07% |
$218K - $270K
|
23.7K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.16K+ 103.59% |
$218K - $269K
|
4.25K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.16K+ 24.42% |
$217K - $269K
|
11K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.12K+ 4.07% |
$214K - $264K
|
54.3K
$5.88M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.08K+ 4.12% |
$209K - $258K
|
52.5K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.07K+ 13.59% |
$208K - $258K
|
17.3K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.05KNew |
$206K - $255K
|
2.05K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$206K - $255K
|
2.05K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03K+ 16.6% |
$204K - $252K
|
14.2K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.02K+ 3.43% |
$203K - $251K
|
60.9K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$201K - $249K
|
2K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.99K+ 84.21% |
$200K - $247K
|
4.35K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.97KNew |
$198K - $245K
|
1.97K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.96KNew |
$197K - $244K
|
1.96K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.95KNew |
$196K - $243K
|
1.95K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.94KNew |
$195K - $241K
|
1.94K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.91KNew |
$192K - $238K
|
1.91K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$189K - $234K
|
1.88K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.86KNew |
$187K - $232K
|
1.86K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.86KNew |
$187K - $232K
|
1.86K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.84KNew |
$185K - $229K
|
1.84K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 522.7% |
$183K - $226K
|
2.17K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.81K+ 2.94% |
$182K - $225K
|
63.4K
$6.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.8KNew |
$181K - $224K
|
1.8K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$180K - $223K
|
1.79K
$194K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.79KNew |
$180K - $223K
|
1.79K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.79KNew |
$180K - $222K
|
1.79K
$193K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$177K - $219K
|
1.76K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.75KNew |
$176K - $218K
|
1.75K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.74K+ 70.64% |
$175K - $217K
|
4.21K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.72KNew |
$173K - $214K
|
1.72K
$186K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.71KNew |
$172K - $213K
|
1.71K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 36.4% |
$172K - $212K
|
6.4K
$692K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 2.1% |
$171K - $211K
|
82.8K
$8.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.69KNew |
$170K - $210K
|
1.69K
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$169K - $209K
|
1.68K
$182K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 3.87% |
$168K - $208K
|
44.9K
$4.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 47.22% |
$167K - $206K
|
5.17K
$559K
|