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 |
|---|---|---|---|---|---|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
5,994
shares
|
$555,044
0.1% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
5,902
shares
|
$546,525
0.14% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,901
shares
|
$546,432
0.0% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
5,888
shares
|
$545,228
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
5,826
shares
|
$539,487
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,741
shares
|
$531,616
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,626
shares
|
$520,967
0.03% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,589
shares
|
$517,541
0.47% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
5,579
shares
|
$516,615
0.05% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,579
shares
|
$516,615
0.12% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,499
shares
|
$509,207
0.0% of portfolio
|
Q2 2025
Added 472.81%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,436
shares
|
$503,373
0.09% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,431
shares
|
$502,910
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,406
shares
|
$500,595
0.02% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,267
shares
|
$487,724
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,267
shares
|
$487,724
0.03% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
5,262
shares
|
$487,261
0.18% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
5,230
shares
|
$484,297
0.02% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,229
shares
|
$484,205
0.06% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,221
shares
|
$483,464
0.09% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,201
shares
|
$481,612
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
5,196
shares
|
$481,149
0.02% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,189
shares
|
$480,501
0.02% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
5,183
shares
|
$479,945
0.02% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,183
shares
|
$479,945
0.13% of portfolio
|
Q2 2025
Reduced 2.92%
|