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 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.64KNew |
$165K - $204K
|
1.64K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$165K - $204K
|
1.64K
$177K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$164K - $203K
|
1.63K
$176K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.63KNew |
$163K - $202K
|
1.63K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62K+ 2.49% |
$163K - $201K
|
66.8K
$7.22M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
1.61K+ 1.79% |
$162K - $201K
|
91.9K
$9.94M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.61KNew |
$162K - $200K
|
1.61K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.6K+ 20.17% |
$161K - $199K
|
9.53K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 5.96% |
$160K - $198K
|
28.3K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.52K+ 18.27% |
$152K - $189K
|
9.82K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.49KNew |
$150K - $186K
|
1.49K
$161K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.48KNew |
$149K - $184K
|
1.48K
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.47K+ 14.64% |
$148K - $183K
|
11.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.4K+ 14.03% |
$141K - $174K
|
11.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.39K+ 5.79% |
$140K - $173K
|
25.4K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.36K+ 37.33% |
$136K - $169K
|
4.99K
$539K
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.32K+ 0.39% |
$133K - $164K
|
342K
$36.9M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.26K+ 5.56% |
$127K - $157K
|
24K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.18K+ 58.62% |
$119K - $147K
|
3.2K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.16K+ 0.42% |
$117K - $145K
|
280K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.16K+ 6.59% |
$116K - $144K
|
18.7K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.14K+ 2.36% |
$114K - $141K
|
49.3K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.13KNew |
$114K - $141K
|
1.13K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.09K+ 340.81% |
$110K - $136K
|
1.42K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.07K+ 12.04% |
$108K - $134K
|
10K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 3.76% |
$106K - $131K
|
29.1K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
847New |
$85.2K - $105K
|
847
$91.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
846+ 4.67% |
$85.1K - $105K
|
19K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
786+ 9.36% |
$79K - $97.8K
|
9.18K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
782+ 10.42% |
$78.6K - $97.3K
|
8.28K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
771+ 15.6% |
$77.5K - $95.9K
|
5.71K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
746+ 8.11% |
$75K - $92.8K
|
9.95K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
745+ 2.75% |
$74.9K - $92.7K
|
27.8K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
715New |
$71.9K - $88.9K
|
715
$77.3K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
703+ 26.41% |
$70.7K - $87.5K
|
3.37K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
697+ 19.89% |
$70.1K - $86.7K
|
4.2K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
683+ 3.87% |
$68.7K - $85K
|
18.3K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
673+ 19.14% |
$67.7K - $83.7K
|
4.19K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
668New |
$67.2K - $83.1K
|
668
$72.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
632+ 2.78% |
$63.5K - $78.6K
|
23.4K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
630+ 3.21% |
$63.3K - $78.4K
|
20.3K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
611+ 22.68% |
$61.4K - $76K
|
3.31K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
608+ 136.94% |
$61.1K - $75.6K
|
1.05K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
600New |
$60.3K - $74.6K
|
600
$64.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 29.7% |
$59.5K - $73.6K
|
2.59K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
559+ 22.59% |
$56.2K - $69.5K
|
3.03K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
550+ 8.75% |
$55.3K - $68.4K
|
6.83K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
533New |
$53.6K - $66.3K
|
533
$57.6K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
530+ 189.96% |
$53.3K - $65.9K
|
809
$87.5K
|