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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,341
shares
|
$242,855
0.01% of portfolio
|
Q3 2024
Added 28.56%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,327
shares
|
$241,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,318
shares
|
$240,469
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,314
shares
|
$240,054
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,283
shares
|
$236,838
0.0% of portfolio
|
Q3 2024
Reduced 77.85%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
2,277
shares
|
$236,215
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,258
shares
|
$234,244
0.0% of portfolio
|
Q3 2024
Reduced 99.12%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,226
shares
|
$230,925
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
2,214
shares
|
$229,680
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,208
shares
|
$229,057
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,197
shares
|
$227,916
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$227,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
2,188
shares
|
$226,983
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
2,185
shares
|
$226,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,161
shares
|
$224,182
0.01% of portfolio
|
Q4 2023
Reduced 23.12%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
2,151
shares
|
$223,144
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
2,143
shares
|
$222,314
0.01% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,130
shares
|
$220,966
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,130
shares
|
$220,966
0.0% of portfolio
|
Q3 2024
Added 454.69%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,106
shares
|
$218,476
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$217,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,092
shares
|
$217,024
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,085
shares
|
$216,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
2,085
shares
|
$216,297
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,080
shares
|
$215,779
0.01% of portfolio
|
Q3 2024
New holding
|