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 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-149- 2.77% |
$15.6K - $18.5K
|
5.23K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-154- 7.06% |
$16.1K - $19.2K
|
2.03K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-156- 2.92% |
$16.3K - $19.4K
|
5.18K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-156- 5.64% |
$16.3K - $19.4K
|
2.61K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-173- 2.3% |
$18.1K - $21.5K
|
7.35K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-175- 0.51% |
$18.3K - $21.8K
|
34.1K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-176- 42.0% |
$18.4K - $21.9K
|
243
$22.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 5.64% |
$18.4K - $21.9K
|
2.94K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-180- 4.24% |
$18.8K - $22.4K
|
4.06K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-181- 18.91% |
$18.9K - $22.5K
|
776
$71.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-186- 7.53% |
$19.4K - $23.1K
|
2.28K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-210- 5.75% |
$21.9K - $26.1K
|
3.44K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-211- 28.21% |
$22K - $26.3K
|
537
$49.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-217- 1.41% |
$22.7K - $27K
|
15.2K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-233- 2.44% |
$24.3K - $29K
|
9.3K
$858K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-239- 1.64% |
$25K - $29.7K
|
14.3K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-250- 8.33% |
$26.1K - $31.1K
|
2.75K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-260- 27.75% |
$27.2K - $32.4K
|
677
$62.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-269- 2.82% |
$28.1K - $33.5K
|
9.28K
$856K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-284- 2.86% |
$29.7K - $35.3K
|
9.66K
$891K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-287- 2.58% |
$30K - $35.7K
|
10.8K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-321- 10.58% |
$33.5K - $39.9K
|
2.71K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-325- 3.5% |
$34K - $40.4K
|
8.97K
$827K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-342- 3.44% |
$35.7K - $42.6K
|
9.6K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-358- 2.1% |
$37.4K - $44.5K
|
16.7K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-363- 0.33% |
$37.9K - $45.2K
|
109K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-375- 0.81% |
$39.2K - $46.7K
|
46.1K
$4.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-379- 2.09% |
$39.6K - $47.2K
|
17.8K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-413- 51.05% |
$43.2K - $51.4K
|
396
$36.5K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-450- 6.48% |
$47K - $56K
|
6.49K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-469- 1.39% |
$49K - $58.4K
|
33.3K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-479- 11.22% |
$50K - $59.6K
|
3.79K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-487- 18.49% |
$50.9K - $60.6K
|
2.15K
$198K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-489- 4.63% |
$51.1K - $60.8K
|
10.1K
$929K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-497- 14.02% |
$51.9K - $61.8K
|
3.05K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-500- 1.62% |
$52.2K - $62.2K
|
30.4K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-519- 0.54% |
$54.2K - $64.6K
|
95.7K
$8.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-547- 12.0% |
$57.2K - $68.1K
|
4.01K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-551- 15.01% |
$57.6K - $68.6K
|
3.12K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-574- 9.31% |
$60K - $71.4K
|
5.59K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-574- 9.89% |
$60K - $71.4K
|
5.23K
$482K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-602- 1.96% |
$62.9K - $74.9K
|
30.1K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-613- 3.39% |
$64K - $76.3K
|
17.5K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-650- 12.74% |
$67.9K - $80.9K
|
4.45K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-654- 5.7% |
$68.3K - $81.4K
|
10.8K
$998K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-654- 1.12% |
$68.3K - $81.4K
|
57.5K
$5.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-655- 2.42% |
$68.4K - $81.5K
|
26.4K
$2.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-661- 0.97% |
$69.1K - $82.2K
|
67.4K
$6.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-689- 1.22% |
$72K - $85.7K
|
55.6K
$5.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-713- 14.91% |
$74.5K - $88.7K
|
4.07K
$375K
|