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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,091
shares
|
$983,009
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
8,995
shares
|
$972,629
0.06% of portfolio
|
Q1 2025
Added 59.54%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
8,954
shares
|
$968,196
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,935
shares
|
$966,141
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,932
shares
|
$965,817
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
8,912
shares
|
$963,654
0.01% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
8,890
shares
|
$961,275
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,766
shares
|
$947,867
0.0% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
8,749
shares
|
$946,029
0.06% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
8,748
shares
|
$945,921
0.15% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,482
shares
|
$917,158
0.06% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
8,464
shares
|
$915,212
0.17% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8,388
shares
|
$906,994
0.02% of portfolio
|
Q1 2025
Added 93.01%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
8,284
shares
|
$895,748
0.04% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
8,273
shares
|
$894,559
0.59% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,133
shares
|
$879,421
0.02% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
7,974
shares
|
$862,228
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
7,889
shares
|
$853,037
0.47% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,883
shares
|
$852,388
0.02% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,768
shares
|
$839,953
0.01% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
7,574
shares
|
$818,976
0.14% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
7,548
shares
|
$816,165
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,531
shares
|
$814,327
0.03% of portfolio
|
Q2 2022
Added 17.05%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
7,525
shares
|
$813,678
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,513
shares
|
$812,380
0.05% of portfolio
|
Q4 2024
New holding
|