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 958 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
33,810
shares
|
$3.66 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
33,763
shares
|
$3.65 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
33,444
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 38.31%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
32,993
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
32,450
shares
|
$3.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
31,790
shares
|
$3.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
31,570
shares
|
$3.41 Million
0.03% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
31,231
shares
|
$3.38 Million
0.03% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
31,192
shares
|
$3.37 Million
0.17% of portfolio
|
Q1 2025
Reduced 75.88%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
31,151
shares
|
$3.37 Million
0.95% of portfolio
|
Q1 2025
Reduced 22.85%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
30,931
shares
|
$3.34 Million
0.73% of portfolio
|
Q1 2025
Added 440.47%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
30,715
shares
|
$3.32 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
30,004
shares
|
$3.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
29,821
shares
|
$3.22 Million
0.91% of portfolio
|
Q1 2025
Added 62.88%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
29,797
shares
|
$3.22 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,600
shares
|
$3.2 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
29,560
shares
|
$3.2 Million
5.09% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
29,490
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
29,360
shares
|
$3.17 Million
1.94% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
29,324
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2025
Added 161.56%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
29,297
shares
|
$3.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
29,178
shares
|
$3.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
29,157
shares
|
$3.15 Million
4.28% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
29,148
shares
|
$3.15 Million
0.35% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
28,886
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.4%
|