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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,740
shares
|
$188,146
0.0% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
1,719
shares
|
$185,875
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
1,713
shares
|
$185,226
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,701
shares
|
$183,929
0.14% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
1,690
shares
|
$182,739
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
1,690
shares
|
$182,739
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,684
shares
|
$182,090
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,637
shares
|
$177,008
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
1,626
shares
|
$175,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
1,625
shares
|
$175,711
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,610
shares
|
$174,089
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,535
shares
|
$165,979
0.01% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,478
shares
|
$159,816
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,415
shares
|
$153,003
0.01% of portfolio
|
Q1 2025
Added 340.81%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,401
shares
|
$151,490
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,323
shares
|
$143,055
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,267
shares
|
$137,000
0.01% of portfolio
|
Q1 2025
Reduced 85.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,206
shares
|
$130,404
0.01% of portfolio
|
Q1 2025
Reduced 42.65%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,182
shares
|
$127,809
0.02% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,177
shares
|
$127,269
0.01% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,176
shares
|
$127,160
0.04% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,141
shares
|
$123,376
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,134
shares
|
$122,619
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,101
shares
|
$119,051
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,052
shares
|
$113,752
0.03% of portfolio
|
Q1 2025
Added 136.94%
|