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 |
|---|---|---|---|---|---|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
7,502
shares
|
$811,191
0.0% of portfolio
|
Q1 2025
Reduced 61.45%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
7,500
shares
|
$810,975
0.53% of portfolio
|
Q2 2023
Reduced 37.5%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,500
shares
|
$810,975
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,424
shares
|
$802,757
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
7,373
shares
|
$797,242
1.4% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
7,330
shares
|
$792,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
7,180
shares
|
$776,373
0.23% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
7,070
shares
|
$764,479
0.07% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,050
shares
|
$762,316
0.02% of portfolio
|
Q3 2023
Added 16.53%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,962
shares
|
$752,801
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
6,944
shares
|
$750,854
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
6,880
shares
|
$743,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,872
shares
|
$743,069
0.01% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,844
shares
|
$740,041
0.08% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
6,834
shares
|
$738,960
0.27% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
6,807
shares
|
$736,040
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
6,800
shares
|
$735,284
0.97% of portfolio
|
Q1 2025
Added 580.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,793
shares
|
$734,527
0.03% of portfolio
|
Q1 2025
Added 226.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,782
shares
|
$733,337
0.02% of portfolio
|
Q4 2024
Reduced 59.6%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
6,735
shares
|
$728,255
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,705
shares
|
$725,011
0.0% of portfolio
|
Q1 2025
Reduced 62.81%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,680
shares
|
$722,308
0.07% of portfolio
|
Q1 2024
Reduced 6.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
6,676
shares
|
$721,875
0.04% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
6,620
shares
|
$715,820
0.78% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,598
shares
|
$713,441
0.02% of portfolio
|
Q1 2025
Reduced 84.98%
|