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 |
|---|---|---|---|---|---|
|
Sandia Investment Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$463,000
9.62% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,998
shares
|
$462,814
0.0% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
4,993
shares
|
$462,351
0.06% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,892
shares
|
$452,999
0.21% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,801
shares
|
$444,572
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,751
shares
|
$439,942
0.12% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,738
shares
|
$438,738
0.2% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,728
shares
|
$437,812
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,675
shares
|
$432,905
0.02% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,639
shares
|
$429,571
0.04% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
4,592
shares
|
$425,219
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
4,548
shares
|
$421,144
0.36% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,507
shares
|
$417,348
0.18% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
4,499
shares
|
$416,607
0.03% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,496
shares
|
$416,329
0.09% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
4,452
shares
|
$412,255
0.0% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,441
shares
|
$411,236
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,423
shares
|
$409,569
0.02% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,405
shares
|
$407,903
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,392
shares
|
$406,699
0.01% of portfolio
|
Q2 2025
Added 58.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,392
shares
|
$406,699
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,391
shares
|
$406,606
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,349
shares
|
$402,717
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,343
shares
|
$402,161
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,301
shares
|
$398,272
0.04% of portfolio
|
Q3 2022
Reduced 34.62%
|