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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
15,789
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Added 1610.62%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,503
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
15,441
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
May 13, 2025 Q1 2025 |
15,387
shares
|
$1.66 Million
1.33% of portfolio
|
Q1 2025
Reduced 53.37%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
15,379
shares
|
$1.66 Million
1.47% of portfolio
|
Q1 2025
Added 38.85%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
15,275
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.93%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
15,174
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
15,045
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
14,759
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
14,702
shares
|
$1.59 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
14,693
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 56.81%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
14,537
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
14,536
shares
|
$1.57 Million
1.19% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
14,398
shares
|
$1.56 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
14,270
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
14,235
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
14,077
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.4%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
13,947
shares
|
$1.51 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
13,788
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
13,689
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
13,527
shares
|
$1.46 Million
0.58% of portfolio
|
Q1 2025
Added 684.63%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
13,525
shares
|
$1.46 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
13,490
shares
|
$1.46 Million
0.45% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
13,463
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 118.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,393
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2023
Reduced 1.51%
|