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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,138
shares
|
$447,441
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,111
shares
|
$444,522
0.04% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,096
shares
|
$442,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,023
shares
|
$435,006
0.05% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,998
shares
|
$432,303
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,940
shares
|
$426,032
0.02% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,895
shares
|
$421,166
0.16% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
3,884
shares
|
$419,976
0.15% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,853
shares
|
$416,624
0.03% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
3,814
shares
|
$412,407
0.07% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
3,739
shares
|
$404,298
0.22% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
3,724
shares
|
$402,676
0.12% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,670
shares
|
$396,837
0.14% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,653
shares
|
$394,998
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
3,648
shares
|
$394,458
0.01% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,595
shares
|
$388,727
0.05% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
3,556
shares
|
$384,510
0.31% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
3,552
shares
|
$384,077
0.04% of portfolio
|
Q1 2025
Reduced 40.51%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,546
shares
|
$383,428
0.04% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
3,542
shares
|
$382,996
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,537
shares
|
$382,455
0.04% of portfolio
|
Q2 2025
Reduced 84.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,498
shares
|
$378,238
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
3,467
shares
|
$374,886
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
3,461
shares
|
$374,237
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,434
shares
|
$371,318
0.36% of portfolio
|
Q2 2022
Reduced 5.97%
|