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 961 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
6,471
shares
|
$698,738
0.05% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
6,446
shares
|
$696,039
0.17% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,397
shares
|
$690,748
0.0% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,342
shares
|
$684,809
0.0% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$673,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
6,211
shares
|
$670,663
0.15% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,202
shares
|
$669,691
0.01% of portfolio
|
Q1 2025
Reduced 30.2%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
6,180
shares
|
$667,316
0.12% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
6,163
shares
|
$665,480
0.6% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
6,122
shares
|
$661,053
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
6,070
shares
|
$655,438
0.34% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,055
shares
|
$653,818
0.11% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
6,012
shares
|
$649,175
0.16% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,997
shares
|
$647,556
0.7% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,980
shares
|
$645,720
0.01% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
5,893
shares
|
$636,326
0.03% of portfolio
|
Q1 2025
Reduced 81.39%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
5,888
shares
|
$635,786
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
5,804
shares
|
$626,715
0.03% of portfolio
|
Q1 2025
Added 85.55%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,796
shares
|
$625,852
0.11% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,750
shares
|
$620,885
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,703
shares
|
$615,809
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
5,656
shares
|
$610,734
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,626
shares
|
$607,495
0.03% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,579
shares
|
$602,420
0.12% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,565
shares
|
$600,908
0.0% of portfolio
|
Q1 2025
Added 2844.44%
|