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 |
|---|---|---|---|---|---|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
1,937
shares
|
$179,366
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,932
shares
|
$178,903
0.02% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,925
shares
|
$178,255
0.09% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,917
shares
|
$177,514
0.01% of portfolio
|
Q3 2023
Added 0.84%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,909
shares
|
$176,773
0.02% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,902
shares
|
$176,125
0.01% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,863
shares
|
$172,513
0.2% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,849
shares
|
$171,217
0.0% of portfolio
|
Q1 2025
Reduced 49.62%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,846
shares
|
$170,939
0.01% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,818
shares
|
$168,346
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,807
shares
|
$167,328
0.0% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,801
shares
|
$166,772
0.01% of portfolio
|
Q3 2024
Added 228.65%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,798
shares
|
$166,494
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,792
shares
|
$165,939
0.0% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,747
shares
|
$161,772
0.03% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,724
shares
|
$159,642
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,689
shares
|
$156,401
0.01% of portfolio
|
Q2 2025
Added 40.05%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,610
shares
|
$149,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,495
shares
|
$138,437
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,401
shares
|
$129,732
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,353
shares
|
$125,287
0.01% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,326
shares
|
$122,787
0.0% of portfolio
|
Q2 2025
Reduced 93.64%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,323
shares
|
$122,509
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,210
shares
|
$112,046
0.0% of portfolio
|
Q2 2025
Added 1215.22%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
1,200
shares
|
$111,120
0.06% of portfolio
|
Q2 2025
Added 119900.0%
|