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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,267
shares
|
$395,124
0.17% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$393,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
4,245
shares
|
$393,087
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,216
shares
|
$390,401
0.0% of portfolio
|
Q2 2025
Reduced 43.21%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
4,213
shares
|
$390,123
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,203
shares
|
$389,197
0.04% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,153
shares
|
$384,567
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
4,151
shares
|
$384,382
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,142
shares
|
$383,549
0.01% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,140
shares
|
$383,364
0.01% of portfolio
|
Q2 2025
Reduced 37.25%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,138
shares
|
$383,178
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,127
shares
|
$382,160
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,091
shares
|
$378,826
0.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
4,070
shares
|
$376,882
0.04% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
4,063
shares
|
$376,233
0.0% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,055
shares
|
$375,493
0.02% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,054
shares
|
$375,400
0.14% of portfolio
|
Q2 2025
Reduced 20.06%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,023
shares
|
$372,529
0.05% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,010
shares
|
$371,326
0.01% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,007
shares
|
$371,048
0.02% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,998
shares
|
$370,214
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,964
shares
|
$367,066
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
3,884
shares
|
$359,658
0.15% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,827
shares
|
$354,380
0.13% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
3,814
shares
|
$353,176
0.05% of portfolio
|
Q4 2024
Reduced 2.6%
|