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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,509
shares
|
$467,763
0.04% of portfolio
|
Q3 2024
Reduced 61.14%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
4,505
shares
|
$467,348
0.0% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,430
shares
|
$459,568
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,387
shares
|
$455,107
0.02% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
4,379
shares
|
$454,277
0.03% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
4,343
shares
|
$450,542
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
4,324
shares
|
$448,571
0.06% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,301
shares
|
$446,185
0.04% of portfolio
|
Q3 2022
Reduced 34.62%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
4,267
shares
|
$442,658
0.01% of portfolio
|
Q1 2024
Reduced 23.67%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,267
shares
|
$442,658
0.17% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,250
shares
|
$440,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,230
shares
|
$438,820
0.02% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
4,230
shares
|
$438,820
0.02% of portfolio
|
Q3 2024
Reduced 63.58%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,190
shares
|
$434,670
0.13% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
4,151
shares
|
$430,624
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
4,149
shares
|
$430,417
0.0% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
4,147
shares
|
$430,209
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,138
shares
|
$429,276
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,129
shares
|
$428,342
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
4,123
shares
|
$427,720
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,099
shares
|
$425,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
4,088
shares
|
$424,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
4,051
shares
|
$420,250
0.11% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,037
shares
|
$418,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,034
shares
|
$418,487
0.03% of portfolio
|
Q3 2024
New holding
|