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 958 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,663
shares
|
$504,210
0.0% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,655
shares
|
$503,345
0.04% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,595
shares
|
$496,857
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
4,585
shares
|
$495,776
0.25% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
4,557
shares
|
$492,748
0.01% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,513
shares
|
$487,990
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
4,439
shares
|
$479,989
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,424
shares
|
$478,367
0.11% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,351
shares
|
$470,473
0.01% of portfolio
|
Q1 2025
Added 84.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,349
shares
|
$470,257
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
4,343
shares
|
$469,608
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,301
shares
|
$465,067
0.04% of portfolio
|
Q3 2022
Reduced 34.62%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
4,273
shares
|
$462,039
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,270
shares
|
$461,715
0.03% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,267
shares
|
$461,390
0.17% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
4,253
shares
|
$459,876
0.01% of portfolio
|
Q1 2025
Added 103.59%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
4,250
shares
|
$459,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
4,245
shares
|
$459,011
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,243
shares
|
$458,795
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
4,236
shares
|
$458,038
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
4,208
shares
|
$455,011
0.23% of portfolio
|
Q1 2025
Added 70.64%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,203
shares
|
$454,470
0.04% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,201
shares
|
$454,254
0.06% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,190
shares
|
$453,064
0.02% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,151
shares
|
$448,847
0.06% of portfolio
|
Q3 2024
Added 0.02%
|