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 |
|---|---|---|---|---|---|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
10,986
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
10,940
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
10,864
shares
|
$1.01 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
10,848
shares
|
$1 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
10,828
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,656
shares
|
$986,745
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,648
shares
|
$986,004
0.89% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
10,568
shares
|
$978,596
0.46% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
10,539
shares
|
$975,911
0.01% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
10,528
shares
|
$974,892
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
10,528
shares
|
$974,892
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
10,428
shares
|
$965,632
0.08% of portfolio
|
Q1 2025
Added 146.52%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,260
shares
|
$950,075
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
10,127
shares
|
$937,760
0.18% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,109
shares
|
$936,093
0.01% of portfolio
|
Q1 2025
Added 209.33%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,079
shares
|
$933,315
0.05% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
10,036
shares
|
$929,333
0.07% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
10,033
shares
|
$929,055
0.03% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$926,000
0.42% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$926,000
0.33% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,986
shares
|
$924,703
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,717
shares
|
$899,794
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
9,684
shares
|
$896,738
0.12% of portfolio
|
Q2 2025
Reduced 90.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,661
shares
|
$894,608
0.02% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
9,651
shares
|
$893,682
0.01% of portfolio
|
Q2 2025
Added 57.64%
|