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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$1,453
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$1,142
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$1,038
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
10
shares
|
$1,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
7
shares
|
$726
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
6
shares
|
$623
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5
shares
|
$519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5
shares
|
$519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2
shares
|
$207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$207
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|