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 906 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
2,089
shares
|
$248,987
0.01% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,081
shares
|
$248,034
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,079
shares
|
$247,796
0.0% of portfolio
|
Q4 2024
Reduced 71.66%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,052
shares
|
$244,577
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,046
shares
|
$243,862
0.0% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
111 Capital
Paris, I0 |
Mar 18, 2025 Q4 2024 |
2,043
shares
|
$243,505
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,026
shares
|
$241,478
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,018
shares
|
$240,525
0.0% of portfolio
|
Q4 2024
Reduced 35.3%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,015
shares
|
$240,167
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$238,380
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,993
shares
|
$237,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
1,984
shares
|
$236,472
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,970
shares
|
$234,804
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
1,967
shares
|
$234,446
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
1,953
shares
|
$232,778
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,931
shares
|
$230,155
0.01% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,917
shares
|
$228,487
0.01% of portfolio
|
Q3 2023
Added 0.84%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,866
shares
|
$222,408
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,863
shares
|
$222,050
0.2% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,812
shares
|
$215,972
0.0% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
1,801
shares
|
$214,661
0.01% of portfolio
|
Q3 2024
Added 228.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,726
shares
|
$205,721
0.0% of portfolio
|
Q4 2024
Added 50.09%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
1,724
shares
|
$205,483
0.15% of portfolio
|
Q2 2024
Reduced 34.2%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,716
shares
|
$204,530
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,588
shares
|
$189,273
0.11% of portfolio
|
Q4 2024
Reduced 23.65%
|