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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,064
shares
|
$214,119
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,052
shares
|
$212,874
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,034
shares
|
$211,007
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,009
shares
|
$208,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,004
shares
|
$207,894
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$207,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
1,954
shares
|
$202,707
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,940
shares
|
$201,255
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
1,917
shares
|
$198,869
0.17% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,917
shares
|
$198,869
0.01% of portfolio
|
Q3 2023
Added 0.84%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
1,801
shares
|
$186,835
0.01% of portfolio
|
Q3 2024
Added 228.65%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,724
shares
|
$178,847
0.15% of portfolio
|
Q2 2024
Reduced 34.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,585
shares
|
$164,427
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,535
shares
|
$159,240
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,464
shares
|
$151,875
0.0% of portfolio
|
Q3 2024
Added 166.18%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,428
shares
|
$148,140
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,401
shares
|
$145,339
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,277
shares
|
$132,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,177
shares
|
$122,101
0.01% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,170
shares
|
$121,375
0.04% of portfolio
|
Q2 2022
Added 105.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,150
shares
|
$119,301
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,143
shares
|
$118,574
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,098
shares
|
$113,906
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,025
shares
|
$106,333
0.04% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$103,740
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|