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 |
|---|---|---|---|---|---|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
May 15, 2025 Q1 2025 |
13,277
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
13,189
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 26.37%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
13,053
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 3683.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,966
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 8054.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,901
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2023
Reduced 69.65%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
12,800
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
12,761
shares
|
$1.38 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,759
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
12,750
shares
|
$1.38 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
12,750
shares
|
$1.38 Million
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
12,500
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
12,464
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
12,276
shares
|
$1.33 Million
0.22% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
12,000
shares
|
$1.3 Million
1.16% of portfolio
|
Q2 2022
Added 15.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
11,969
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Price Capital Management, Inc.
Lafayette, LA |
May 06, 2025 Q1 2025 |
11,840
shares
|
$1.28 Million
3.72% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,836
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,833
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 63.35%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
11,831
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
11,820
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,671
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,620
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2022
Reduced 22.1%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
11,582
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
11,570
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
11,497
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Added 14.64%
|