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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
17,729
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
17,656
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
17,590
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
17,454
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,276
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
17,255
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Added 26.05%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
17,057
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
16,928
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Added 105700.0%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
16,907
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
16,712
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
16,576
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
16,495
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
16,467
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,273
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
15,929
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.64%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
15,833
shares
|
$1.47 Million
0.41% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
15,818
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
15,810
shares
|
$1.46 Million
1.13% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
15,725
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
15,598
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
15,389
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
15,301
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
15,255
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,224
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
15,196
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 3.42%
|