Institutional Ownership Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO). We have compiled data on the 847 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
48,127
shares
|
$5 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
48,010
shares
|
$4.99 Million
1.62% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
46,666
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
46,436
shares
|
$4.82 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
46,243
shares
|
$4.8 Million
0.04% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
45,671
shares
|
$4.74 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
45,378
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
45,280
shares
|
$4.7 Million
0.02% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
44,647
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Added 494.11%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
44,600
shares
|
$4.63 Million
0.04% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
43,626
shares
|
$4.53 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$4.41 Million
0.03% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
42,048
shares
|
$4.37 Million
1.67% of portfolio
|
Q1 2022
Added 26.81%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
42,024
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
41,648
shares
|
$4.33 Million
0.14% of portfolio
|
Q3 2024
Added 34.49%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
41,285
shares
|
$4.29 Million
0.02% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
41,228
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
41,057
shares
|
$4.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
40,689
shares
|
$4.23 Million
0.78% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
40,450
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
40,355
shares
|
$4.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
40,148
shares
|
$4.17 Million
0.11% of portfolio
|
Q3 2024
Added 137.45%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
39,390
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Nov 12, 2024 Q3 2024 |
39,213
shares
|
$4.07 Million
3.04% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
38,829
shares
|
$4.03 Million
5.84% of portfolio
|
Q3 2024
Reduced 2.39%
|