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 |
|---|---|---|---|---|---|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
3,267
shares
|
$338,918
0.01% of portfolio
|
Q3 2024
Reduced 98.21%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,265
shares
|
$338,711
0.04% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,261
shares
|
$338,296
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$336,117
0.02% of portfolio
|
Q3 2024
Reduced 78.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,239
shares
|
$336,013
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,212
shares
|
$333,212
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$330,930
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,132
shares
|
$324,913
0.2% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,122
shares
|
$323,876
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,119
shares
|
$323,565
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,117
shares
|
$323,357
0.1% of portfolio
|
Q2 2024
Added 1336.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,110
shares
|
$322,631
0.01% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$321,594
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,082
shares
|
$319,726
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,079
shares
|
$319,415
0.03% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,063
shares
|
$317,755
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,059
shares
|
$317,340
0.01% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,042
shares
|
$315,577
0.01% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,953
shares
|
$306,344
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
2,947
shares
|
$305,721
0.17% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,934
shares
|
$304,373
0.02% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,914
shares
|
$302,298
0.01% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,878
shares
|
$298,563
0.07% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
2,829
shares
|
$293,480
0.03% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
2,813
shares
|
$291,820
0.02% of portfolio
|
Q3 2024
Reduced 33.26%
|