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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,953
shares
|
$319,307
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,942
shares
|
$318,118
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,933
shares
|
$317,145
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,925
shares
|
$316,280
0.0% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,900
shares
|
$313,577
0.12% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,878
shares
|
$311,198
0.09% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
2,867
shares
|
$310,008
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
2,861
shares
|
$309,359
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,829
shares
|
$305,899
0.0% of portfolio
|
Q1 2025
Reduced 67.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,804
shares
|
$303,196
0.0% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,768
shares
|
$299,303
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,765
shares
|
$298,979
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
2,762
shares
|
$298,655
0.0% of portfolio
|
Q1 2025
Reduced 90.48%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
2,759
shares
|
$298,330
0.0% of portfolio
|
Q1 2025
Reduced 91.93%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,745
shares
|
$296,816
0.27% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,731
shares
|
$295,303
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
2,729
shares
|
$295,086
0.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,719
shares
|
$294,005
0.05% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,713
shares
|
$293,356
0.01% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
2,710
shares
|
$293,032
0.13% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,694
shares
|
$291,302
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
2,689
shares
|
$290,761
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,674
shares
|
$289,139
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
2,666
shares
|
$288,274
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
2,666
shares
|
$288,274
0.05% of portfolio
|
Q1 2025
New holding
|