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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
147
shares
|
$15,895
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
146
shares
|
$15,786
0.02% of portfolio
|
Q1 2025
Added 668.42%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
142
shares
|
$15,354
0.0% of portfolio
|
Q1 2025
Added 25.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
141
shares
|
$15,246
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
141
shares
|
$15,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
136
shares
|
$14,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
136
shares
|
$14,705
0.01% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
131
shares
|
$14,165
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
129
shares
|
$13,948
0.01% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
124
shares
|
$13,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
122
shares
|
$13,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
122
shares
|
$13,191
0.0% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
116
shares
|
$12,543
0.0% of portfolio
|
Q1 2025
Added 5700.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
115
shares
|
$12,434
0.0% of portfolio
|
Q3 2022
Added 35.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
114
shares
|
$12,326
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
111
shares
|
$12,002
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
111
shares
|
$12,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
109
shares
|
$11,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
102
shares
|
$11,029
0.01% of portfolio
|
Q1 2025
Added 155.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
100
shares
|
$10,813
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
96
shares
|
$10,380
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
93
shares
|
$10,056
0.0% of portfolio
|
Q2 2023
Reduced 50.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
92
shares
|
$9,947
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
90
shares
|
$9,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
88
shares
|
$9,515
0.01% of portfolio
|
Q1 2025
New holding
|