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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,432
shares
|
$371,102
0.16% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,406
shares
|
$368,290
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$367,642
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,393
shares
|
$366,885
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,389
shares
|
$366,452
0.02% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
3,372
shares
|
$364,614
0.04% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,369
shares
|
$364,289
0.02% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,365
shares
|
$363,857
0.04% of portfolio
|
Q1 2025
Added 26.41%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
3,336
shares
|
$360,721
0.02% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,330
shares
|
$360,072
0.03% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
3,307
shares
|
$357,585
0.02% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,305
shares
|
$357,369
0.02% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,304
shares
|
$357,261
0.0% of portfolio
|
Q2 2025
Added 578.44%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
3,278
shares
|
$354,450
0.2% of portfolio
|
Q2 2025
Reduced 90.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,251
shares
|
$351,530
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
3,245
shares
|
$350,881
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
3,208
shares
|
$346,881
0.03% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,201
shares
|
$346,124
0.0% of portfolio
|
Q1 2025
Added 58.62%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,198
shares
|
$345,799
0.13% of portfolio
|
Q2 2025
Reduced 49.98%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,186
shares
|
$344,502
0.03% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,171
shares
|
$342,880
0.01% of portfolio
|
Q1 2025
Reduced 84.45%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
3,140
shares
|
$339,528
0.22% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
3,110
shares
|
$336,284
0.02% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,050
shares
|
$329,796
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
3,000
shares
|
$324,390
0.07% of portfolio
|
Q1 2025
New holding
|