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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
3,791
shares
|
$351,046
0.02% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,776
shares
|
$349,657
0.06% of portfolio
|
Q2 2025
Added 38.87%
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
3,768
shares
|
$348,916
0.06% of portfolio
|
Q2 2025
Added 41.34%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
3,768
shares
|
$348,916
0.06% of portfolio
|
Q2 2025
Added 41.34%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,767
shares
|
$348,824
0.02% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,672
shares
|
$340,027
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,613
shares
|
$334,563
0.04% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
3,565
shares
|
$330,119
0.06% of portfolio
|
Q2 2025
Reduced 30.99%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,561
shares
|
$329,748
0.0% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
3,561
shares
|
$329,748
0.26% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
3,556
shares
|
$329,285
0.05% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
3,542
shares
|
$327,989
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,537
shares
|
$327,526
0.04% of portfolio
|
Q2 2025
Reduced 84.89%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
3,508
shares
|
$324,840
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
3,507
shares
|
$324,748
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,500
shares
|
$324,100
0.02% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,447
shares
|
$319,192
0.01% of portfolio
|
Q2 2025
Reduced 49.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,443
shares
|
$318,821
0.01% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,434
shares
|
$317,988
0.36% of portfolio
|
Q2 2022
Reduced 5.97%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
3,414
shares
|
$316,136
0.31% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
3,410
shares
|
$315,766
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
3,400
shares
|
$314,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,393
shares
|
$314,191
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,374
shares
|
$312,432
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,365
shares
|
$311,599
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|