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 $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
17,498
shares
|
$1.82 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
17,488
shares
|
$1.81 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
17,443
shares
|
$1.81 Million
0.55% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,249
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 22.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
16,980
shares
|
$1.76 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
16,787
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
16,659
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
16,647
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
16,494
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,082
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,031
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.95%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
15,929
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.64%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
15,629
shares
|
$1.62 Million
0.56% of portfolio
|
Q3 2024
Reduced 45.15%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
15,563
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2024
Added 1797.93%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
15,518
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 346.3%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
15,400
shares
|
$1.6 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
15,353
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
15,336
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 290.73%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,206
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 60.42%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
15,199
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
15,064
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
15,040
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,942
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
14,784
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
14,355
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
Added 2.87%
|