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 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-717- 0.72% |
$74.9K - $89.2K
|
99.4K
$9.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-719- 12.59% |
$75.1K - $89.5K
|
4.99K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-749- 20.11% |
$78.3K - $93.2K
|
2.98K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-761- 16.73% |
$79.5K - $94.7K
|
3.79K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-784- 8.96% |
$81.9K - $97.6K
|
7.96K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-804- 11.99% |
$84K - $100K
|
5.9K
$544K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-831- 1.23% |
$86.8K - $103K
|
66.9K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-842- 2.97% |
$88K - $105K
|
27.5K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-848- 77.02% |
$88.6K - $106K
|
253
$23.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-858- 30.6% |
$89.6K - $107K
|
1.95K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-858- 7.88% |
$89.6K - $107K
|
10K
$925K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-858- 0.93% |
$89.6K - $107K
|
91.1K
$8.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-913- 2.01% |
$95.4K - $114K
|
44.6K
$4.11M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1K- 6.15% |
$105K - $125K
|
15.3K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.01K- 5.58% |
$105K - $125K
|
17.1K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.02K- 20.06% |
$106K - $127K
|
4.05K
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 91.24% |
$109K - $130K
|
100
$9.22K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.07K- 4.06% |
$112K - $133K
|
25.3K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 2.73% |
$115K - $137K
|
39.1K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 22.24% |
$120K - $143K
|
4.01K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.15K- 29.09% |
$120K - $143K
|
2.79K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.2K- 18.61% |
$126K - $150K
|
5.27K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.27K- 18.48% |
$132K - $157K
|
5.58K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.27K- 1.31% |
$133K - $158K
|
96.2K
$8.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.3K- 5.78% |
$136K - $162K
|
21.2K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33K- 6.95% |
$138K - $165K
|
17.7K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.42K- 10.48% |
$148K - $176K
|
12.1K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.56K- 22.35% |
$163K - $194K
|
5.41K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 4.48% |
$166K - $197K
|
33.8K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.6K- 30.99% |
$167K - $199K
|
3.57K
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.63K- 4.35% |
$171K - $203K
|
35.9K
$3.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.68K- 44.85% |
$175K - $209K
|
2.06K
$190K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.69K- 28.67% |
$176K - $210K
|
4.2K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-1.76K- 0.62% |
$184K - $219K
|
282K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.77K- 20.94% |
$185K - $220K
|
6.69K
$617K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.77K- 3.4% |
$185K - $221K
|
50.5K
$4.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.81K- 1.13% |
$189K - $225K
|
159K
$14.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.86K- 2.12% |
$194K - $231K
|
85.9K
$7.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.87K- 10.91% |
$195K - $233K
|
15.3K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.93K- 17.84% |
$202K - $241K
|
8.9K
$821K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.94K- 10.53% |
$203K - $241K
|
16.5K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.98K- 24.83% |
$207K - $246K
|
5.99K
$553K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.99K- 5.56% |
$208K - $248K
|
33.8K
$3.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.07K- 39.36% |
$216K - $257K
|
3.19K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.1K- 10.83% |
$219K - $261K
|
17.3K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 32.22% |
$230K - $274K
|
4.64K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.23K- 22.29% |
$233K - $277K
|
7.77K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.27K- 20.58% |
$237K - $282K
|
8.75K
$807K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 12.52% |
$243K - $290K
|
16.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.46K- 37.25% |
$257K - $306K
|
4.14K
$382K
|