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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,808
shares
|
$291,301
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,787
shares
|
$289,123
0.03% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,748
shares
|
$285,077
0.01% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,722
shares
|
$282,380
0.02% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
2,721
shares
|
$282,276
0.11% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,703
shares
|
$280,409
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$279,475
0.01% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
2,662
shares
|
$276,155
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,653
shares
|
$275,222
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,648
shares
|
$274,703
0.01% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
2,630
shares
|
$272,836
0.01% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
2,570
shares
|
$266,611
0.08% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
2,543
shares
|
$263,810
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,519
shares
|
$261,321
0.02% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,512
shares
|
$260,594
0.01% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,461
shares
|
$255,304
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,455
shares
|
$254,681
0.08% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,434
shares
|
$252,503
0.02% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,433
shares
|
$252,399
0.04% of portfolio
|
Q3 2024
Reduced 70.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,430
shares
|
$252,088
0.0% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,397
shares
|
$248,664
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,396
shares
|
$248,561
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,380
shares
|
$246,901
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,378
shares
|
$246,693
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
2,354
shares
|
$244,203
0.24% of portfolio
|
Q3 2024
Reduced 0.42%
|