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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,455
shares
|
$227,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,430
shares
|
$225,018
0.02% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,421
shares
|
$224,184
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,394
shares
|
$221,684
0.07% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
2,383
shares
|
$220,665
0.08% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,380
shares
|
$220,388
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,379
shares
|
$220,295
0.19% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,378
shares
|
$220,202
0.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,375
shares
|
$219,925
0.01% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,374
shares
|
$219,832
0.0% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
2,337
shares
|
$216,406
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,327
shares
|
$215,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,314
shares
|
$214,276
0.02% of portfolio
|
Q1 2025
Added 115600.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,296
shares
|
$212,609
0.04% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,294
shares
|
$212,424
0.1% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
2,284
shares
|
$211,498
0.05% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
2,278
shares
|
$210,942
0.08% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,265
shares
|
$209,739
0.02% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
2,259
shares
|
$209,183
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,239
shares
|
$207,331
0.0% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,239
shares
|
$207,331
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$206,868
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
|
$205,386
0.29% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
2,215
shares
|
$205,109
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,212
shares
|
$204,831
0.02% of portfolio
|
Q2 2025
Added 0.41%
|