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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,348
shares
|
$310,024
0.02% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,307
shares
|
$306,228
0.03% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,304
shares
|
$305,950
0.0% of portfolio
|
Q2 2025
Added 578.44%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
3,278
shares
|
$303,542
0.2% of portfolio
|
Q2 2025
Reduced 90.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,251
shares
|
$301,042
0.03% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,198
shares
|
$296,134
0.13% of portfolio
|
Q2 2025
Reduced 49.98%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,186
shares
|
$295,023
0.03% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,119
shares
|
$288,819
0.1% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
3,115
shares
|
$288,449
0.21% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,088
shares
|
$285,948
0.03% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,049
shares
|
$282,337
0.02% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,985
shares
|
$276,411
0.01% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$275,485
0.08% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
2,973
shares
|
$275,299
0.02% of portfolio
|
Q2 2025
Reduced 66.95%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,953
shares
|
$273,447
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
2,948
shares
|
$272,984
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,942
shares
|
$272,429
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
2,931
shares
|
$271,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
2,920
shares
|
$270,392
0.03% of portfolio
|
Q2 2025
Reduced 74.79%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$268,540
0.09% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,884
shares
|
$267,058
0.15% of portfolio
|
Q2 2025
Added 76.18%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
2,878
shares
|
$266,502
0.07% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
2,861
shares
|
$264,928
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
2,804
shares
|
$259,650
0.07% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,794
shares
|
$258,724
0.01% of portfolio
|
Q2 2025
Reduced 29.09%
|