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 $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,365
shares
|
$556,565
0.07% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
5,288
shares
|
$548,577
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
5,271
shares
|
$546,813
0.18% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,267
shares
|
$546,398
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,221
shares
|
$541,626
0.16% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,191
shares
|
$538,514
0.01% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,190
shares
|
$538,410
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
5,054
shares
|
$524,301
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,972
shares
|
$515,795
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,925
shares
|
$510,919
0.16% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,915
shares
|
$509,882
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,892
shares
|
$507,496
0.21% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,827
shares
|
$500,752
0.03% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,751
shares
|
$492,868
0.12% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
4,750
shares
|
$492,765
0.05% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
4,740
shares
|
$491,727
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,713
shares
|
$488,926
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,621
shares
|
$479,382
0.21% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,570
shares
|
$474,091
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
4,558
shares
|
$472,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,551
shares
|
$472,120
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
4,545
shares
|
$471,498
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
4,537
shares
|
$470,668
0.18% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,514
shares
|
$468,282
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,510
shares
|
$467,867
0.03% of portfolio
|
Q2 2024
Reduced 1.44%
|