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 |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
31,483
shares
|
$2.92 Million
0.04% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
30,750
shares
|
$2.85 Million
0.57% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
30,749
shares
|
$2.85 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
30,431
shares
|
$2.82 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
30,113
shares
|
$2.79 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
30,059
shares
|
$2.78 Million
0.06% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
30,024
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,000
shares
|
$2.78 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
29,716
shares
|
$2.75 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,600
shares
|
$2.74 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
29,542
shares
|
$2.74 Million
0.19% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
29,519
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.41%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
29,343
shares
|
$2.72 Million
0.28% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
29,267
shares
|
$2.71 Million
0.05% of portfolio
|
Q2 2025
Added 271.27%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
29,135
shares
|
$2.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.19%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,681
shares
|
$2.66 Million
0.62% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
28,579
shares
|
$2.65 Million
0.04% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
28,067
shares
|
$2.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
27,895
shares
|
$2.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
27,630
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 17.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,470
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
27,225
shares
|
$2.52 Million
0.42% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
27,063
shares
|
$2.51 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
26,367
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
26,189
shares
|
$2.43 Million
0.2% of portfolio
|
Q2 2025
Added 11.04%
|