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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
460
shares
|
$47,720
0.01% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
445
shares
|
$46,164
0.03% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
435
shares
|
$45,126
0.0% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
428
shares
|
$44,400
0.0% of portfolio
|
Q3 2024
Added 315.53%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
424
shares
|
$43,985
0.01% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
412
shares
|
$42,740
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
400
shares
|
$41,496
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
399
shares
|
$41,392
0.0% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
386
shares
|
$40,043
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
380
shares
|
$39,421
0.02% of portfolio
|
Q4 2021
Added 65.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
380
shares
|
$39,421
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
348
shares
|
$36,101
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
330
shares
|
$34,234
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
328
shares
|
$34,026
0.0% of portfolio
|
Q3 2024
Added 31.73%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
299
shares
|
$31,018
0.0% of portfolio
|
Q1 2024
Added 52.55%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
280
shares
|
$29,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
273
shares
|
$28,321
0.0% of portfolio
|
Q2 2022
Reduced 36.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
273
shares
|
$28,321
0.0% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
272
shares
|
$28,217
0.0% of portfolio
|
Q3 2024
Reduced 48.87%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
270
shares
|
$28,009
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
267
shares
|
$27,698
0.0% of portfolio
|
Q3 2024
Added 298.51%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
259
shares
|
$26,868
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
258
shares
|
$26,764
0.0% of portfolio
|
Q2 2023
Reduced 10.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
253
shares
|
$26,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
250
shares
|
$25,935
0.0% of portfolio
|
Q4 2022
New holding
|