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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,437
shares
|
$587,087
0.11% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,431
shares
|
$586,439
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,378
shares
|
$580,716
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
5,357
shares
|
$578,448
0.12% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
5,339
shares
|
$576,505
0.15% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
5,294
shares
|
$571,646
0.23% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,261
shares
|
$568,082
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
5,230
shares
|
$564,735
0.06% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
5,196
shares
|
$561,064
0.03% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
5,166
shares
|
$557,824
0.12% of portfolio
|
Q1 2025
Added 47.22%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,153
shares
|
$556,420
0.03% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,153
shares
|
$556,420
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
5,102
shares
|
$550,913
0.01% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
5,086
shares
|
$549,186
0.2% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,071
shares
|
$547,566
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
5,065
shares
|
$546,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
4,993
shares
|
$539,144
0.06% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,988
shares
|
$538,604
0.0% of portfolio
|
Q1 2025
Added 37.33%
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
4,900
shares
|
$529,102
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,892
shares
|
$528,238
0.21% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
4,790
shares
|
$517,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
4,783
shares
|
$516,468
0.06% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,751
shares
|
$513,012
0.12% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,738
shares
|
$511,609
0.25% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,714
shares
|
$509,017
0.01% of portfolio
|
Q4 2024
Added 0.02%
|