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 997 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $24.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
7,117
shares
|
$659,034
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,050
shares
|
$652,830
0.02% of portfolio
|
Q3 2023
Added 16.53%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Aug 01, 2025 Q2 2025 |
6,997
shares
|
$647,922
0.49% of portfolio
|
Q2 2025
Reduced 32.66%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,834
shares
|
$632,828
0.23% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,832
shares
|
$632,643
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,792
shares
|
$628,939
0.04% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
6,735
shares
|
$623,661
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
6,714
shares
|
$621,716
0.67% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
6,692
shares
|
$619,679
0.11% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,680
shares
|
$618,568
0.07% of portfolio
|
Q1 2024
Reduced 6.96%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,675
shares
|
$618,105
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,663
shares
|
$616,993
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
6,587
shares
|
$609,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
6,494
shares
|
$601,344
0.05% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,451
shares
|
$597,362
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
6,446
shares
|
$596,899
0.14% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
6,313
shares
|
$584,583
0.04% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,280
shares
|
$581,528
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$577,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
6,211
shares
|
$575,138
0.06% of portfolio
|
Q2 2025
Added 47.85%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
6,188
shares
|
$573,008
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
6,180
shares
|
$572,268
0.12% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
6,112
shares
|
$565,971
0.29% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,055
shares
|
$560,693
0.11% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,997
shares
|
$555,322
0.7% of portfolio
|
Q1 2024
Reduced 23.77%
|