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 847 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,535
shares
|
$672,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
6,514
shares
|
$670,225
0.29% of portfolio
|
Q4 2023
Reduced 9.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,513
shares
|
$670,122
0.15% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,506
shares
|
$669,402
0.12% of portfolio
|
Q1 2024
Reduced 23.51%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
6,503
shares
|
$669,093
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,430
shares
|
$661,582
0.48% of portfolio
|
Q3 2024
Added 90.07%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,374
shares
|
$655,820
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,328
shares
|
$651,087
0.11% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
6,284
shares
|
$646,560
0.19% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$641,416
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$641,416
0.01% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
6,180
shares
|
$635,860
0.12% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,167
shares
|
$634,522
0.29% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,157
shares
|
$633,493
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,125
shares
|
$630,201
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
6,112
shares
|
$628,863
0.11% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,077
shares
|
$625,262
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,997
shares
|
$617,031
0.7% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,995
shares
|
$616,825
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,944
shares
|
$611,578
0.0% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,849
shares
|
$601,803
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,821
shares
|
$598,922
0.12% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
5,805
shares
|
$597,276
0.04% of portfolio
|
Q2 2024
Reduced 82.69%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
5,615
shares
|
$577,727
0.26% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,533
shares
|
$569,290
0.09% of portfolio
|
Q3 2024
Reduced 0.54%
|