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 |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
12,879
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
12,761
shares
|
$1.18 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,759
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
12,750
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
12,750
shares
|
$1.18 Million
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
12,518
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 23.83%
|
|
|
Suncoast Equity Management
|
Aug 11, 2025 Q2 2025 |
12,374
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 32.66%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
12,208
shares
|
$1.13 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
12,169
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
12,109
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
12,070
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
12,000
shares
|
$1.11 Million
0.95% of portfolio
|
Q2 2022
Added 15.6%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,864
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
11,831
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
11,775
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,695
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,671
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
11,635
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,620
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2022
Reduced 22.1%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
11,570
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
11,525
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 78.9%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,398
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
11,323
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2022
Added 183.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,268
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
11,100
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|