Purchases and Sales Made in Q2 2025 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
324K+ 51.49% |
$33.8M - $40.3M
|
952K
$103M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.7K+ 107.26% |
$3.21M - $3.82M
|
59.4K
$6.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
22.4KNew |
$2.34M - $2.79M
|
22.4K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14K+ 25.68% |
$1.46M - $1.74M
|
68.5K
$7.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.72K+ 2.47% |
$806K - $960K
|
320K
$34.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.7K+ 17.29% |
$805K - $958K
|
52.3K
$5.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
5.83K+ 13.06% |
$609K - $725K
|
50.4K
$5.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.35K+ 11.98% |
$455K - $541K
|
40.7K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.54KNew |
$370K - $441K
|
3.54K
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 3.88% |
$355K - $423K
|
91K
$9.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.86KNew |
$299K - $356K
|
2.86K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.82K+ 578.44% |
$294K - $351K
|
3.3K
$357K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.52K+ 3.57% |
$263K - $314K
|
73K
$7.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.48K+ 4.92% |
$155K - $184K
|
31.6K
$3.41M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 10.51% |
$115K - $137K
|
11.6K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
488+ 1.41% |
$51K - $60.7K
|
35.1K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
305+ 1129.63% |
$31.9K - $38K
|
332
$35.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 24.65% |
$18.4K - $21.9K
|
890
$96.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
111New |
$11.6K - $13.8K
|
111
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
103+ 4.28% |
$10.8K - $12.8K
|
2.51K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
86+ 3.23% |
$8.99K - $10.7K
|
2.75K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 1.09% |
$6.79K - $8.09K
|
6.06K
$655K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
31+ 1.39% |
$3.24K - $3.86K
|
2.27K
$245K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28+ 6.33% |
$2.93K - $3.48K
|
470
$50.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$627 - $747
|
1.18K
$127K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.41% |
$313 - $373
|
735
$79.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$209 - $249
|
11.7K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.04% |
$209 - $249
|
5.43K
$587K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-58- 1.47% |
$6.06K - $7.22K
|
3.88K
$420K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-59- 0.11% |
$6.16K - $7.34K
|
51.6K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.55% |
$7K - $8.34K
|
4.25K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-72- 0.06% |
$7.52K - $8.96K
|
118K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-138- 0.68% |
$14.4K - $17.2K
|
20.1K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 5.64% |
$18.4K - $21.9K
|
2.94K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-321- 10.58% |
$33.5K - $39.9K
|
2.71K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-519- 0.54% |
$54.2K - $64.6K
|
95.7K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-719- 12.59% |
$75.1K - $89.5K
|
4.99K
$540K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.69K- 28.67% |
$176K - $210K
|
4.2K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.94K- 10.53% |
$203K - $241K
|
16.5K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.99K- 5.56% |
$208K - $248K
|
33.8K
$3.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.07K- 39.36% |
$216K - $257K
|
3.19K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.27K- 20.58% |
$237K - $282K
|
8.75K
$946K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.2K- 49.98% |
$334K - $398K
|
3.2K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-12K- 11.47% |
$1.25M - $1.49M
|
92.5K
$10M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.9K- 84.89% |
$2.08M - $2.47M
|
3.54K
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-30.8K- 90.39% |
$3.22M - $3.84M
|
3.28K
$354K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-34.5K- 94.37% |
$3.6M - $4.29M
|
2.06K
$222K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-194K- 39.25% |
$20.2M - $24.1M
|
300K
$32.4M
|