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 |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,681
shares
|
$3.1 Million
0.62% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
28,582
shares
|
$3.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
28,312
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,275
shares
|
$3.06 Million
0.07% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
28,205
shares
|
$3.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
27,803
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
27,679
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
27,088
shares
|
$2.93 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
27,057
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Added 53.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
27,022
shares
|
$2.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
26,826
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
26,760
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
26,336
shares
|
$2.85 Million
0.02% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
25,495
shares
|
$2.76 Million
0.48% of portfolio
|
Q1 2025
Added 76.61%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
25,376
shares
|
$2.74 Million
0.05% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
25,000
shares
|
$2.7 Million
0.78% of portfolio
|
Q3 2024
Reduced 30.96%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
24,655
shares
|
$2.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
24,464
shares
|
$2.65 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
24,449
shares
|
$2.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 89.99%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
24,429
shares
|
$2.64 Million
0.1% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
24,335
shares
|
$2.63 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
24,197
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
24,191
shares
|
$2.62 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
24,011
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
24,000
shares
|
$2.6 Million
0.54% of portfolio
|
Q1 2018
Added 100.0%
|