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 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
326+ 15.91% |
$34.1K - $40.6K
|
2.38K
$219K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
305+ 1129.63% |
$31.9K - $38K
|
332
$30.6K
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
300+ 4.36% |
$31.3K - $37.3K
|
7.18K
$662K
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
299+ 7.11% |
$31.2K - $37.2K
|
4.51K
$416K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
295+ 12.63% |
$30.8K - $36.7K
|
2.63K
$243K
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
293New |
$30.6K - $36.5K
|
293
$27K
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
278+ 2.42% |
$29K - $34.6K
|
11.8K
$1.09M
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
274+ 8.73% |
$28.6K - $34.1K
|
3.41K
$315K
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
274+ 1.49% |
$28.6K - $34.1K
|
18.6K
$1.72M
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
261+ 2.68% |
$27.3K - $32.5K
|
10K
$922K
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
260+ 12.3% |
$27.2K - $32.4K
|
2.37K
$219K
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
243+ 9.75% |
$25.4K - $30.2K
|
2.74K
$252K
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
241+ 7.15% |
$25.2K - $30K
|
3.61K
$333K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
235+ 2.28% |
$24.6K - $29.2K
|
10.5K
$972K
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
230+ 1.58% |
$24K - $28.6K
|
14.8K
$1.36M
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
229+ 0.71% |
$23.9K - $28.5K
|
32.7K
$3.01M
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
228+ 11.04% |
$23.8K - $28.4K
|
2.29K
$212K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
223+ 27.13% |
$23.3K - $27.7K
|
1.05K
$96.4K
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
221New |
$23.1K - $27.5K
|
221
$20.4K
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
217+ 1.24% |
$22.7K - $27K
|
17.7K
$1.63M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214New |
$22.4K - $26.6K
|
214
$19.7K
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
208+ 4.34% |
$21.7K - $25.9K
|
5K
$461K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
202+ 5.24% |
$21.1K - $25.1K
|
4.06K
$374K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 298.51% |
$20.9K - $24.9K
|
267
$24.6K
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
198New |
$20.7K - $24.6K
|
198
$18.3K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
195+ 0.67% |
$20.4K - $24.3K
|
29.3K
$2.71M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
193+ 5.84% |
$20.2K - $24K
|
3.5K
$323K
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
192New |
$20.1K - $23.9K
|
192
$17.7K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
189New |
$19.7K - $23.5K
|
189
$17.4K
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
188+ 18800.0% |
$19.6K - $23.4K
|
189
$17.4K
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
185+ 0.76% |
$19.3K - $23K
|
24.5K
$2.26M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 2950.0% |
$18.5K - $22K
|
183
$16.9K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 24.65% |
$18.4K - $21.9K
|
890
$82.1K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
175+ 9.02% |
$18.3K - $21.8K
|
2.12K
$195K
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
171+ 5.13% |
$17.9K - $21.3K
|
3.51K
$323K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
171New |
$17.9K - $21.3K
|
171
$15.8K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
162+ 3.59% |
$16.9K - $20.2K
|
4.68K
$431K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
152+ 3.57% |
$15.9K - $18.9K
|
4.41K
$406K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
150+ 5.8% |
$15.7K - $18.7K
|
2.74K
$252K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
142New |
$14.8K - $17.7K
|
142
$13.1K
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
140+ 1.34% |
$14.6K - $17.4K
|
10.6K
$974K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
140+ 4.36% |
$14.6K - $17.4K
|
3.35K
$309K
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
138+ 2.96% |
$14.4K - $17.2K
|
4.8K
$443K
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
136+ 6.02% |
$14.2K - $16.9K
|
2.39K
$221K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
132+ 7.09% |
$13.8K - $16.4K
|
2K
$184K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
123+ 39.3% |
$12.9K - $15.3K
|
436
$40.2K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
115+ 4.28% |
$12K - $14.3K
|
2.8K
$259K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
114+ 2.21% |
$11.9K - $14.2K
|
5.27K
$486K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
111New |
$11.6K - $13.8K
|
111
$10.2K
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
109+ 5.45% |
$11.4K - $13.6K
|
2.11K
$195K
|