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 |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
36,159
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
36,097
shares
|
$3.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.87%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
35,958
shares
|
$3.33 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
35,893
shares
|
$3.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
35,837
shares
|
$3.32 Million
0.11% of portfolio
|
Q2 2025
Added 263.83%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
35,775
shares
|
$3.31 Million
2.22% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
35,771
shares
|
$3.31 Million
0.03% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
35,691
shares
|
$3.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
35,241
shares
|
$3.26 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
35,051
shares
|
$3.25 Million
2.12% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
34,112
shares
|
$3.16 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
33,922
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
33,830
shares
|
$3.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
33,810
shares
|
$3.13 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
33,327
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 24.23%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
33,320
shares
|
$3.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 36.53%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
33,294
shares
|
$3.08 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
32,906
shares
|
$3.05 Million
0.73% of portfolio
|
Q2 2025
Added 69.86%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
32,818
shares
|
$3.04 Million
1.86% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
Aug 05, 2025 Q2 2025 |
32,800
shares
|
$3.04 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
32,679
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
32,629
shares
|
$3.02 Million
0.12% of portfolio
|
Q2 2025
Added 88.04%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
32,400
shares
|
$3 Million
0.04% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
31,906
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
31,570
shares
|
$2.92 Million
0.03% of portfolio
|
Q2 2025
Added 4.92%
|