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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-16- 13.11% |
$1.67K - $1.99K
|
106
$9.77K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 34.62% |
$1.88K - $2.24K
|
34
$3.14K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-18- 0.06% |
$1.88K - $2.24K
|
29.5K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 9.17% |
$2.09K - $2.49K
|
198
$18.3K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-21- 0.06% |
$2.19K - $2.61K
|
35.2K
$3.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 60.0% |
$2.19K - $2.61K
|
14
$1.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-22- 0.7% |
$2.3K - $2.74K
|
3.12K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-23- 0.54% |
$2.4K - $2.86K
|
4.21K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-23- 0.69% |
$2.4K - $2.86K
|
3.31K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-25- 0.09% |
$2.61K - $3.11K
|
27.1K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-31- 30.39% |
$3.24K - $3.86K
|
71
$6.55K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-32- 0.6% |
$3.34K - $3.98K
|
5.26K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-33- 80.49% |
$3.45K - $4.11K
|
8
$738
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-35- 16.99% |
$3.66K - $4.36K
|
171
$15.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-36- 1.91% |
$3.76K - $4.48K
|
1.85K
$170K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 2.61% |
$4.18K - $4.98K
|
1.5K
$138K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-46- 0.5% |
$4.81K - $5.72K
|
9.17K
$846K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-50- 0.37% |
$5.22K - $6.22K
|
13.5K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-57- 0.64% |
$5.96K - $7.09K
|
8.86K
$817K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-58- 1.47% |
$6.06K - $7.22K
|
3.88K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-59- 0.62% |
$6.16K - $7.34K
|
9.48K
$874K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-59- 0.11% |
$6.16K - $7.34K
|
51.6K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 4.38% |
$6.48K - $7.71K
|
1.35K
$125K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-62- 0.98% |
$6.48K - $7.71K
|
6.28K
$579K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-63- 98.44% |
$6.58K - $7.84K
|
1
$92.2
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-65- 7.52% |
$6.79K - $8.09K
|
799
$73.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-65- 0.82% |
$6.79K - $8.09K
|
7.82K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.55% |
$7K - $8.34K
|
4.25K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-68- 0.55% |
$7.1K - $8.46K
|
12.2K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.75% |
$7.1K - $8.46K
|
3.83K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-71- 3.28% |
$7.42K - $8.83K
|
2.09K
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-72- 0.06% |
$7.52K - $8.96K
|
118K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-86- 4.26% |
$8.99K - $10.7K
|
1.93K
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-88- 34.65% |
$9.19K - $10.9K
|
166
$15.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-88- 45.13% |
$9.19K - $10.9K
|
107
$9.87K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-90- 1.57% |
$9.4K - $11.2K
|
5.63K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-99- 2.36% |
$10.3K - $12.3K
|
4.09K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-109- 4.31% |
$11.4K - $13.6K
|
2.42K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-110- 24.23% |
$11.5K - $13.7K
|
344
$31.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-110- 1.83% |
$11.5K - $13.7K
|
5.9K
$544K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-119- 35.52% |
$12.4K - $14.8K
|
216
$19.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-125- 4.02% |
$13.1K - $15.6K
|
2.99K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-133- 3.8% |
$13.9K - $16.5K
|
3.37K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-133- 24.95% |
$13.9K - $16.5K
|
400
$36.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-134- 13.37% |
$14K - $16.7K
|
868
$80K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-136- 2.54% |
$14.2K - $16.9K
|
5.22K
$481K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-138- 0.68% |
$14.4K - $17.2K
|
20.1K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-138- 0.49% |
$14.4K - $17.2K
|
28.1K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-141- 1.19% |
$14.7K - $17.5K
|
11.7K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-141- 5.35% |
$14.7K - $17.5K
|
2.5K
$230K
|