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 |
|---|---|---|---|---|---|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
2,192
shares
|
$202,979
0.01% of portfolio
|
Q2 2025
Reduced 80.79%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
2,188
shares
|
$202,608
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,149
shares
|
$198,997
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,147
shares
|
$198,812
0.02% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
2,133
shares
|
$197,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,115
shares
|
$195,849
0.01% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,110
shares
|
$195,386
0.01% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$194,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,095
shares
|
$193,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,093
shares
|
$193,811
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
2,062
shares
|
$190,941
0.1% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
2,056
shares
|
$190,385
0.03% of portfolio
|
Q2 2025
Reduced 94.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,052
shares
|
$190,015
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
2,026
shares
|
$187,607
0.01% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
2,015
shares
|
$186,589
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,005
shares
|
$185,663
0.02% of portfolio
|
Q2 2025
Reduced 83.25%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$185,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,995
shares
|
$184,737
0.06% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,995
shares
|
$184,737
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,984
shares
|
$183,718
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,982
shares
|
$183,533
0.07% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,954
shares
|
$180,940
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
1,952
shares
|
$180,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,951
shares
|
$180,662
0.1% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,946
shares
|
$180,199
0.0% of portfolio
|
Q4 2024
Added 50.51%
|