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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
2,792
shares
|
$258,539
0.01% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,786
shares
|
$257,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
2,750
shares
|
$254,649
0.05% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,745
shares
|
$254,186
0.27% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,738
shares
|
$253,538
0.01% of portfolio
|
Q2 2025
Added 33.43%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
2,736
shares
|
$253,353
0.05% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,735
shares
|
$253,260
0.0% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
2,729
shares
|
$252,705
0.02% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
2,727
shares
|
$252,520
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,713
shares
|
$251,223
0.01% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Jul 29, 2025 Q2 2025 |
2,671
shares
|
$247,334
0.23% of portfolio
|
Q2 2025
Reduced 82.64%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,662
shares
|
$246,501
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,630
shares
|
$243,537
0.0% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,612
shares
|
$241,871
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
2,586
shares
|
$239,463
0.03% of portfolio
|
Q2 2025
Added 3092.59%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,580
shares
|
$238,907
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,565
shares
|
$237,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
2,561
shares
|
$237,148
0.03% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,523
shares
|
$233,629
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,508
shares
|
$232,240
0.01% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,501
shares
|
$231,592
0.02% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,496
shares
|
$231,129
0.0% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
2,469
shares
|
$228,629
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
2,464
shares
|
$228,166
0.16% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,458
shares
|
$227,610
0.03% of portfolio
|
Q4 2024
New holding
|