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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,130
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
15,055
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.4%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
14,885
shares
|
$1.38 Million
0.92% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,821
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
14,800
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
14,766
shares
|
$1.37 Million
1.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
14,746
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
14,678
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
14,350
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
14,298
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
14,270
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,244
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
14,209
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 4166.97%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,009
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
13,870
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
13,555
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
13,475
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,441
shares
|
$1.24 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
13,395
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,393
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,368
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
13,339
shares
|
$1.24 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
13,258
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 56.31%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
12,917
shares
|
$1.2 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,901
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2023
Reduced 69.65%
|