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 |
|---|---|---|---|---|---|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
30,184
shares
|
$3.13 Million
2.62% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
30,176
shares
|
$3.13 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
30,110
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
29,946
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
29,892
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
29,754
shares
|
$3.09 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,600
shares
|
$3.07 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
29,480
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
29,413
shares
|
$3.05 Million
0.06% of portfolio
|
Q3 2024
Added 69.24%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
29,394
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,710
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
28,455
shares
|
$2.96 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
28,388
shares
|
$2.95 Million
0.52% of portfolio
|
Q3 2024
Added 847.21%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
28,231
shares
|
$2.93 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
27,929
shares
|
$2.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
27,833
shares
|
$2.89 Million
0.27% of portfolio
|
Q2 2024
Added 31.8%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,787
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
27,508
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
27,476
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
27,404
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
27,363
shares
|
$2.84 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
26,999
shares
|
$2.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,863
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
25,684
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
25,483
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|