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
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
167+ 5.16% |
$16.8K - $20.8K
|
3.41K
$368K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
167+ 1.43% |
$16.8K - $20.8K
|
11.8K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
166+ 188.64% |
$16.7K - $20.7K
|
254
$27.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
164+ 0.57% |
$16.5K - $20.4K
|
29.2K
$3.15M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
163+ 7.71% |
$16.4K - $20.3K
|
2.28K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
161+ 0.47% |
$16.2K - $20K
|
34.6K
$3.74M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
159+ 4.56% |
$16K - $19.8K
|
3.65K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
147+ 4.26% |
$14.8K - $18.3K
|
3.6K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 2.01% |
$14.7K - $18.2K
|
7.42K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 45.66% |
$14.3K - $17.7K
|
453
$49K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
138+ 6.81% |
$13.9K - $17.2K
|
2.16K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
136+ 3.01% |
$13.7K - $16.9K
|
4.66K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
134+ 0.71% |
$13.5K - $16.7K
|
19.1K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
133+ 4.15% |
$13.4K - $16.5K
|
3.34K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
127+ 668.42% |
$12.8K - $15.8K
|
146
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
124New |
$12.5K - $15.4K
|
124
$13.4K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
122New |
$12.3K - $15.2K
|
122
$13.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
114+ 5700.0% |
$11.5K - $14.2K
|
116
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
109New |
$11K - $13.6K
|
109
$11.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
105+ 12.62% |
$10.6K - $13.1K
|
937
$101K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 11.71% |
$10.6K - $13.1K
|
1K
$108K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
103+ 4.24% |
$10.4K - $12.8K
|
2.53K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
103+ 3.32% |
$10.4K - $12.8K
|
3.21K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
97+ 2.3% |
$9.75K - $12.1K
|
4.31K
$466K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96+ 26.82% |
$9.65K - $11.9K
|
454
$49.1K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
96New |
$9.65K - $11.9K
|
96
$10.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 500.0% |
$9.55K - $11.8K
|
114
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
94+ 0.13% |
$9.45K - $11.7K
|
70K
$7.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
91New |
$9.15K - $11.3K
|
91
$9.84K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
88New |
$8.85K - $10.9K
|
88
$9.52K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
88+ 82.24% |
$8.85K - $10.9K
|
195
$21.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
88+ 3.42% |
$8.85K - $10.9K
|
2.66K
$288K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
84+ 12.23% |
$8.45K - $10.4K
|
771
$83.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
79+ 1.9% |
$7.94K - $9.83K
|
4.24K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 0.07% |
$7.84K - $9.7K
|
118K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 1.19% |
$7.64K - $9.45K
|
6.47K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
72New |
$7.24K - $8.96K
|
72
$7.79K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
71+ 0.15% |
$7.14K - $8.83K
|
46.5K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
70New |
$7.04K - $8.71K
|
70
$7.57K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
67+ 24.28% |
$6.74K - $8.33K
|
343
$37.1K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
62+ 155.0% |
$6.23K - $7.71K
|
102
$11K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
61+ 2033.33% |
$6.13K - $7.59K
|
64
$6.92K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
54+ 0.58% |
$5.43K - $6.72K
|
9.39K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
53+ 12.21% |
$5.33K - $6.59K
|
487
$52.7K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 2.39% |
$5.03K - $6.22K
|
2.14K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
50+ 1.23% |
$5.03K - $6.22K
|
4.11K
$445K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
50+ 2.29% |
$5.03K - $6.22K
|
2.23K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49+ 1.63% |
$4.93K - $6.1K
|
3.05K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
49+ 9.23% |
$4.93K - $6.1K
|
580
$62.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
47+ 0.1% |
$4.73K - $5.85K
|
48.8K
$5.28M
|