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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,177
shares
|
$108,990
0.01% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,176
shares
|
$108,897
0.04% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,134
shares
|
$105,008
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,075
shares
|
$99,545
0.0% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,052
shares
|
$97,415
0.02% of portfolio
|
Q2 2025
Added 449.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,045
shares
|
$96,767
0.01% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$92,600
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
979
shares
|
$90,655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
962
shares
|
$89,081
0.01% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
933
shares
|
$86,395
0.0% of portfolio
|
Q2 2025
Added 60.86%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
902
shares
|
$83,525
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
890
shares
|
$82,414
0.0% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
868
shares
|
$80,376
0.0% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
828
shares
|
$76,672
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
807
shares
|
$74,728
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
799
shares
|
$73,987
0.03% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
783
shares
|
$72,505
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
779
shares
|
$72,135
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
776
shares
|
$71,857
0.02% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
735
shares
|
$68,061
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
723
shares
|
$66,949
0.05% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
678
shares
|
$62,782
0.04% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
677
shares
|
$62,690
0.04% of portfolio
|
Q2 2025
Reduced 27.75%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
676
shares
|
$62,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
668
shares
|
$61,856
0.04% of portfolio
|
Q3 2022
Reduced 25.2%
|