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 958 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
2,278
shares
|
$246,320
0.08% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,265
shares
|
$244,914
0.02% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
2,258
shares
|
$244,157
0.08% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$241,562
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,218
shares
|
$239,832
0.29% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,203
shares
|
$238,210
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
2,188
shares
|
$236,588
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
2,180
shares
|
$235,723
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,167
shares
|
$234,317
0.01% of portfolio
|
Q1 2025
Added 522.7%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,164
shares
|
$233,993
0.02% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,161
shares
|
$233,668
0.01% of portfolio
|
Q4 2023
Reduced 23.12%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,142
shares
|
$231,614
0.02% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,114
shares
|
$228,586
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,100
shares
|
$227,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
2,095
shares
|
$226,532
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
2,066
shares
|
$223,396
0.11% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
2,056
shares
|
$222,315
0.03% of portfolio
|
Q2 2025
Reduced 94.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,052
shares
|
$221,882
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,052
shares
|
$221,882
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,049
shares
|
$221,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
2,018
shares
|
$218,206
0.03% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
2,015
shares
|
$217,881
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,001
shares
|
$216,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$216,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,984
shares
|
$214,529
0.1% of portfolio
|
Q4 2024
New holding
|