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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
517+ 2.47% |
$52K - $64.3K
|
21.4K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
515+ 3.03% |
$51.8K - $64.1K
|
17.5K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
511+ 1.66% |
$51.4K - $63.6K
|
31.2K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
508+ 39.11% |
$51.1K - $63.2K
|
1.81K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
500+ 0.07% |
$50.3K - $62.2K
|
686K
$74.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
490+ 0.1% |
$49.3K - $61K
|
514K
$55.5M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
455+ 17.14% |
$45.7K - $56.6K
|
3.11K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 7.08% |
$45.2K - $56K
|
6.81K
$736K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
391+ 13.41% |
$39.3K - $48.6K
|
3.31K
$358K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
389+ 19.78% |
$39.1K - $48.4K
|
2.36K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
389+ 6.0% |
$39.1K - $48.4K
|
6.87K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
385+ 4.77% |
$38.7K - $47.9K
|
8.46K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
377+ 5.6% |
$37.9K - $46.9K
|
7.11K
$768K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
372+ 0.85% |
$37.4K - $46.3K
|
44.2K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
371New |
$37.3K - $46.2K
|
371
$40.1K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
333New |
$33.5K - $41.4K
|
333
$36K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
333+ 10.96% |
$33.5K - $41.4K
|
3.37K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
332+ 67.76% |
$33.4K - $41.3K
|
822
$88.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
332+ 4.4% |
$33.4K - $41.3K
|
7.88K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
331+ 0.64% |
$33.3K - $41.2K
|
52.2K
$5.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
328+ 4.21% |
$33K - $40.8K
|
8.12K
$878K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
319+ 77.24% |
$32.1K - $39.7K
|
732
$79.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
307+ 0.51% |
$30.9K - $38.2K
|
60.7K
$6.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 5.27% |
$30.2K - $37.3K
|
5.99K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
281+ 8.61% |
$28.3K - $35K
|
3.55K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
277+ 1.94% |
$27.8K - $34.5K
|
14.5K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
275+ 0.23% |
$27.6K - $34.2K
|
119K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
275+ 17.32% |
$27.6K - $34.2K
|
1.86K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
257+ 36.56% |
$25.8K - $32K
|
960
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$25.1K - $31.1K
|
250
$27K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
243+ 8.45% |
$24.4K - $30.2K
|
3.12K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
235+ 0.33% |
$23.6K - $29.2K
|
70.5K
$7.62M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
227+ 3.71% |
$22.8K - $28.2K
|
6.34K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
224+ 8.68% |
$22.5K - $27.9K
|
2.8K
$303K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
223+ 6.81% |
$22.4K - $27.7K
|
3.5K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
219+ 0.09% |
$22K - $27.2K
|
244K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
218+ 22.61% |
$21.9K - $27.1K
|
1.18K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
217+ 4.44% |
$21.8K - $27K
|
5.1K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
214+ 16.2% |
$21.5K - $26.6K
|
1.54K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
214+ 104.39% |
$21.5K - $26.6K
|
419
$45.3K
|
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
213New |
$21.4K - $26.5K
|
213
$23K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
209+ 8.61% |
$21K - $26K
|
2.64K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
206New |
$20.7K - $25.6K
|
206
$22.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
200+ 10.72% |
$20.1K - $24.9K
|
2.07K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
194+ 0.08% |
$19.5K - $24.1K
|
247K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
193+ 1.98% |
$19.4K - $24K
|
9.94K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
192+ 1.07% |
$19.3K - $23.9K
|
18.1K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
190+ 2.03% |
$19.1K - $23.6K
|
9.55K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
185+ 2.98% |
$18.6K - $23K
|
6.39K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
170+ 1.66% |
$17.1K - $21.1K
|
10.4K
$1.13M
|