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 847 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
43
shares
|
$4,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
41
shares
|
$4,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
40
shares
|
$4,154
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
38
shares
|
$3,946
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
38
shares
|
$3,946
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
38
shares
|
$3,946
0.0% of portfolio
|
Q2 2024
Added 245.45%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
37
shares
|
$3,842
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
37
shares
|
$3,842
0.0% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
36
shares
|
$3,738
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
35
shares
|
$3,634
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
33
shares
|
$3,427
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
29
shares
|
$3,011
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
27
shares
|
$2,803
0.0% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27
shares
|
$2,803
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
25
shares
|
$2,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
24
shares
|
$2,492
0.0% of portfolio
|
Q1 2023
Added 118.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
23
shares
|
$2,388
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
20
shares
|
$2,077
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
19
shares
|
$1,973
0.0% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
18
shares
|
$1,869
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
17
shares
|
$1,765
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
15
shares
|
$1,557
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
15
shares
|
$1,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
15
shares
|
$1,557
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,557
0.0% of portfolio
|
Q3 2024
New holding
|