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 997 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $24.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,350
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2025
Added 107.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
57,665
shares
|
$5.34 Million
0.03% of portfolio
|
Q2 2025
Added 203.96%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
57,657
shares
|
$5.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
57,494
shares
|
$5.32 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
55,577
shares
|
$5.15 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
Jul 28, 2025 Q2 2025 |
54,440
shares
|
$5.04 Million
1.61% of portfolio
|
Q2 2025
Reduced 62.05%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,092
shares
|
$5.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 89.94%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
53,103
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2025
Added 1824.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
52,985
shares
|
$4.91 Million
0.04% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
52,258
shares
|
$4.84 Million
0.06% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
51,763
shares
|
$4.79 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
51,578
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
51,575
shares
|
$4.78 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
50,822
shares
|
$4.71 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
50,765
shares
|
$4.7 Million
0.05% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
50,763
shares
|
$4.7 Million
0.05% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
50,618
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Added 809.58%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
50,461
shares
|
$4.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
50,416
shares
|
$4.67 Million
0.33% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
49,995
shares
|
$4.63 Million
0.36% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
49,473
shares
|
$4.58 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
46,376
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
46,119
shares
|
$4.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
45,800
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
45,528
shares
|
$4.22 Million
0.42% of portfolio
|
Q2 2025
Added 242.91%
|