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
|
Western Wealth Management, LLC
|
BUY
|
- |
108+ 6.02% |
$11.3K - $13.4K
|
1.9K
$175K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
108+ 4.58% |
$11.3K - $13.4K
|
2.46K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
107+ 0.43% |
$11.2K - $13.3K
|
24.8K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103+ 0.48% |
$10.8K - $12.8K
|
21.5K
$1.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
103+ 4.28% |
$10.8K - $12.8K
|
2.51K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
94+ 1.42% |
$9.82K - $11.7K
|
6.71K
$619K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
91New |
$9.51K - $11.3K
|
91
$8.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 4.72% |
$9.19K - $10.9K
|
1.95K
$180K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
86+ 3.23% |
$8.99K - $10.7K
|
2.75K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
85New |
$8.88K - $10.6K
|
85
$7.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
80+ 3.4% |
$8.36K - $9.95K
|
2.43K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
74+ 7.39% |
$7.73K - $9.21K
|
1.08K
$99.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
73New |
$7.63K - $9.08K
|
73
$6.73K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
72+ 3.77% |
$7.52K - $8.96K
|
1.98K
$183K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
72+ 1.63% |
$7.52K - $8.96K
|
4.5K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 1.09% |
$6.79K - $8.09K
|
6.06K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
61New |
$6.37K - $7.59K
|
61
$5.62K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
60+ 1.35% |
$6.27K - $7.47K
|
4.5K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55New |
$5.75K - $6.84K
|
55
$5.07K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 2.99% |
$5.43K - $6.47K
|
1.79K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
51New |
$5.33K - $6.35K
|
51
$4.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
48+ 2.22% |
$5.02K - $5.97K
|
2.22K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
46+ 21.6% |
$4.81K - $5.72K
|
259
$23.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 0.69% |
$4.39K - $5.23K
|
6.11K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
42+ 525.0% |
$4.39K - $5.23K
|
50
$4.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41+ 0.94% |
$4.28K - $5.1K
|
4.39K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
41+ 1.18% |
$4.28K - $5.1K
|
3.51K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39+ 0.57% |
$4.07K - $4.85K
|
6.83K
$630K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
38+ 1.25% |
$3.97K - $4.73K
|
3.09K
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
38+ 158.33% |
$3.97K - $4.73K
|
62
$5.72K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
38New |
$3.97K - $4.73K
|
38
$3.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
31+ 1.39% |
$3.24K - $3.86K
|
2.27K
$209K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28+ 6.33% |
$2.93K - $3.48K
|
470
$43.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28New |
$2.93K - $3.48K
|
28
$2.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 32.94% |
$2.93K - $3.48K
|
113
$10.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 18.44% |
$2.72K - $3.24K
|
167
$15.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
24+ 0.66% |
$2.51K - $2.99K
|
3.67K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 54.55% |
$2.51K - $2.99K
|
68
$6.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24+ 0.96% |
$2.51K - $2.99K
|
2.52K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
23+ 6.71% |
$2.4K - $2.86K
|
366
$33.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23+ 0.06% |
$2.4K - $2.86K
|
37.7K
$3.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 40.35% |
$2.4K - $2.86K
|
80
$7.38K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 73.33% |
$2.3K - $2.74K
|
52
$4.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 9.87% |
$2.3K - $2.74K
|
245
$22.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$2.09K - $2.49K
|
20
$1.84K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 3.75% |
$1.99K - $2.36K
|
525
$48.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
17+ 0.63% |
$1.78K - $2.12K
|
2.73K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.39% |
$1.67K - $1.99K
|
4.13K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.3% |
$1.46K - $1.74K
|
4.73K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.36K - $1.62K
|
9.33K
$860K
|