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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,998
shares
|
$414,752
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,992
shares
|
$414,130
0.14% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
3,954
shares
|
$410,187
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,946
shares
|
$409,358
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,916
shares
|
$406,245
0.05% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
3,908
shares
|
$405,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,759
shares
|
$389,958
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
3,747
shares
|
$388,713
0.18% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,717
shares
|
$385,601
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
3,685
shares
|
$382,281
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,681
shares
|
$381,866
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,658
shares
|
$379,480
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,650
shares
|
$378,651
0.03% of portfolio
|
Q1 2024
Reduced 10.98%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,639
shares
|
$377,509
0.09% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
3,601
shares
|
$373,567
0.05% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,548
shares
|
$368,069
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
3,546
shares
|
$367,862
0.25% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
3,542
shares
|
$367,447
0.15% of portfolio
|
Q3 2024
Reduced 49.26%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$360,081
0.22% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
3,460
shares
|
$358,940
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,434
shares
|
$356,243
0.36% of portfolio
|
Q2 2022
Reduced 5.97%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,423
shares
|
$355,102
0.0% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$352,716
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,338
shares
|
$346,284
0.0% of portfolio
|
Q3 2024
Added 26.68%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,285
shares
|
$340,785
0.05% of portfolio
|
Q2 2024
Reduced 9.35%
|