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 |
|---|---|---|---|---|---|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
10,428
shares
|
$1.13 Million
0.52% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
10,395
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
May 05, 2025 Q1 2025 |
10,391
shares
|
$1.12 Million
0.7% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
10,304
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 57.36%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
10,127
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,109
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 209.33%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
10,055
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 37.01%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,986
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
9,949
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,945
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
9,942
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
9,920
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
9,850
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 86.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
9,815
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,807
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
9,739
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
9,549
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
9,537
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,475
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,390
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,318
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 94.08%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,297
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
9,290
shares
|
$1 Million
0.24% of portfolio
|
Q4 2023
Reduced 43.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,218
shares
|
$996,742
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
9,184
shares
|
$993,065
0.18% of portfolio
|
Q1 2025
Added 9.36%
|