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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
333
shares
|
$36,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
332
shares
|
$35,899
0.03% of portfolio
|
Q2 2025
Added 1129.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
313
shares
|
$33,844
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
300
shares
|
$32,439
0.0% of portfolio
|
Q4 2024
Added 581.82%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
273
shares
|
$29,519
0.0% of portfolio
|
Q2 2022
Reduced 36.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
258
shares
|
$27,897
0.0% of portfolio
|
Q2 2023
Reduced 10.73%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
254
shares
|
$27,465
0.0% of portfolio
|
Q1 2025
Added 188.64%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
250
shares
|
$27,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
231
shares
|
$24,978
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
223
shares
|
$24,112
0.0% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
219
shares
|
$23,680
0.01% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
218
shares
|
$23,572
0.0% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
216
shares
|
$23,356
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
215
shares
|
$23,247
0.0% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$23,247
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Bares Capital Management, Inc.
Austin, TX |
May 15, 2025 Q1 2025 |
213
shares
|
$23,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
206
shares
|
$22,274
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
204
shares
|
$22,058
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
195
shares
|
$21,085
0.01% of portfolio
|
Q1 2025
Added 82.24%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
187
shares
|
$20,220
0.01% of portfolio
|
Q4 2024
Added 122.62%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
165
shares
|
$17,841
0.0% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
161
shares
|
$17,408
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
154
shares
|
$16,652
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
150
shares
|
$16,219
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
149
shares
|
$16,111
0.0% of portfolio
|
Q3 2024
New holding
|