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 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
50+ 2.29% |
$5.03K - $6.22K
|
2.23K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
50+ 1.23% |
$5.03K - $6.22K
|
4.11K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 2.39% |
$5.03K - $6.22K
|
2.14K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49+ 1.63% |
$4.93K - $6.1K
|
3.05K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
49+ 9.23% |
$4.93K - $6.1K
|
580
$53.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
47+ 0.1% |
$4.73K - $5.85K
|
48.8K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
47+ 4700.0% |
$4.73K - $5.85K
|
48
$4.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
46+ 0.87% |
$4.62K - $5.72K
|
5.36K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 766.67% |
$4.62K - $5.72K
|
52
$4.79K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
43+ 0.83% |
$4.32K - $5.35K
|
5.2K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42New |
$4.22K - $5.22K
|
42
$3.87K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41+ 13.95% |
$4.12K - $5.1K
|
335
$30.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 571.43% |
$4.02K - $4.98K
|
47
$4.33K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
38New |
$3.82K - $4.73K
|
38
$3.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36New |
$3.62K - $4.48K
|
36
$3.32K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35+ 19.44% |
$3.52K - $4.35K
|
215
$19.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
34+ 0.21% |
$3.42K - $4.23K
|
16.3K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
33+ 0.69% |
$3.32K - $4.11K
|
4.78K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29+ 25.66% |
$2.92K - $3.61K
|
142
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
28+ 20.44% |
$2.82K - $3.48K
|
165
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
27+ 0.61% |
$2.71K - $3.36K
|
4.44K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27+ 0.6% |
$2.71K - $3.36K
|
4.51K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
26+ 0.96% |
$2.61K - $3.23K
|
2.73K
$252K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$2.31K - $2.86K
|
23
$2.12K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 46.81% |
$2.21K - $2.74K
|
69
$6.36K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 150.0% |
$2.11K - $2.61K
|
35
$3.23K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.61% |
$2.11K - $2.61K
|
3.47K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 1.0% |
$2.11K - $2.61K
|
2.11K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 10.1% |
$2.01K - $2.49K
|
218
$20.1K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
19New |
$1.91K - $2.36K
|
19
$1.75K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.81K - $2.24K
|
4.02K
$371K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 225.0% |
$1.81K - $2.24K
|
26
$2.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16New |
$1.61K - $1.99K
|
16
$1.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$1.61K - $1.99K
|
3.9K
$359K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15New |
$1.51K - $1.87K
|
15
$1.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$1.51K - $1.87K
|
15
$1.38K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14New |
$1.41K - $1.74K
|
14
$1.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 2.0% |
$1.41K - $1.74K
|
713
$65.7K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 1.65% |
$1.41K - $1.74K
|
864
$79.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.16% |
$1.21K - $1.49K
|
7.55K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11+ 0.26% |
$1.11K - $1.37K
|
4.27K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 57.89% |
$1.11K - $1.37K
|
30
$2.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$1.01K - $1.24K
|
20.4K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9+ 0.04% |
$905 - $1.12K
|
23.6K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 1.78% |
$905 - $1.12K
|
515
$47.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.12% |
$905 - $1.12K
|
7.37K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$804 - $995
|
8
$738
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$804 - $995
|
8
$738
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8New |
$804 - $995
|
8
$738
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$804 - $995
|
8
$738
|