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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
37,990
shares
|
$3.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
37,837
shares
|
$3.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
37,574
shares
|
$3.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
36,999
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
36,453
shares
|
$3.79 Million
4.1% of portfolio
|
Q1 2024
Reduced 4.85%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
36,058
shares
|
$3.74 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
35,931
shares
|
$3.73 Million
0.6% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
35,772
shares
|
$3.71 Million
2.29% of portfolio
|
Q4 2023
Reduced 3.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
35,701
shares
|
$3.71 Million
0.08% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
35,395
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
35,040
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,332
shares
|
$3.57 Million
0.39% of portfolio
|
Q3 2024
Added 183.71%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
34,287
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
34,287
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
34,000
shares
|
$3.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
33,445
shares
|
$3.47 Million
2.16% of portfolio
|
Q3 2024
Added 82.13%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
32,876
shares
|
$3.41 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
32,590
shares
|
$3.38 Million
0.03% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
32,240
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
31,740
shares
|
$3.3 Million
0.03% of portfolio
|
Q3 2024
Added 18.81%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
31,615
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
31,598
shares
|
$3.28 Million
3.69% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
31,120
shares
|
$3.23 Million
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
30,582
shares
|
$3.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
30,576
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2024
Added 1.93%
|