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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
589
shares
|
$63,688
0.01% of portfolio
|
Q3 2023
Added 150.64%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
580
shares
|
$62,715
0.0% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
533
shares
|
$57,633
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
527
shares
|
$56,984
0.01% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
515
shares
|
$55,686
0.02% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
506
shares
|
$54,713
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
504
shares
|
$54,497
0.0% of portfolio
|
Q1 2025
Reduced 73.9%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
498
shares
|
$53,848
0.02% of portfolio
|
Q3 2023
Reduced 4.05%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
470
shares
|
$50,821
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
466
shares
|
$50,388
0.01% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
454
shares
|
$49,091
0.0% of portfolio
|
Q1 2025
Added 26.82%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
453
shares
|
$48,982
0.01% of portfolio
|
Q1 2025
Added 45.66%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
445
shares
|
$48,117
0.03% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
424
shares
|
$45,847
0.01% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
419
shares
|
$45,306
0.0% of portfolio
|
Q1 2025
Added 104.39%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
412
shares
|
$44,549
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
400
shares
|
$43,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
399
shares
|
$43,143
0.0% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
386
shares
|
$41,738
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
380
shares
|
$41,089
0.02% of portfolio
|
Q4 2021
Added 65.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
380
shares
|
$41,089
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
371
shares
|
$40,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
346
shares
|
$37,412
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
343
shares
|
$37,088
0.01% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
335
shares
|
$36,223
0.0% of portfolio
|
Q1 2025
Added 13.95%
|