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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,002
shares
|
$108,346
0.0% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,001
shares
|
$108,238
0.0% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,000
shares
|
$108,130
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
962
shares
|
$104,021
0.01% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
960
shares
|
$103,804
0.0% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
957
shares
|
$103,480
0.04% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
937
shares
|
$101,317
0.08% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
890
shares
|
$96,235
0.0% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
864
shares
|
$93,424
0.05% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
847
shares
|
$91,586
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
822
shares
|
$88,882
0.01% of portfolio
|
Q1 2025
Added 67.76%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
809
shares
|
$87,477
0.0% of portfolio
|
Q1 2025
Added 189.96%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
807
shares
|
$87,260
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
777
shares
|
$84,017
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
774
shares
|
$83,692
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
771
shares
|
$83,368
0.01% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
748
shares
|
$80,881
0.01% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
735
shares
|
$79,475
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
715
shares
|
$77,312
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
713
shares
|
$77,096
0.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
678
shares
|
$73,312
0.05% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
668
shares
|
$72,230
0.04% of portfolio
|
Q3 2022
Reduced 25.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
668
shares
|
$72,230
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
655
shares
|
$70,825
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
600
shares
|
$64,878
0.01% of portfolio
|
Q1 2025
New holding
|