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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
399
shares
|
$36,947
0.0% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
396
shares
|
$36,669
0.0% of portfolio
|
Q2 2025
Reduced 51.05%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
387
shares
|
$35,836
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
380
shares
|
$35,188
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
380
shares
|
$35,188
0.02% of portfolio
|
Q4 2021
Added 65.94%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
371
shares
|
$34,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
366
shares
|
$33,891
0.01% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
346
shares
|
$32,039
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
344
shares
|
$31,854
0.0% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
332
shares
|
$30,743
0.03% of portfolio
|
Q2 2025
Added 1129.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
300
shares
|
$27,780
0.0% of portfolio
|
Q4 2024
Added 581.82%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
293
shares
|
$27,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
273
shares
|
$25,279
0.0% of portfolio
|
Q2 2022
Reduced 36.21%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
270
shares
|
$25,002
0.01% of portfolio
|
Q4 2024
Added 184.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
267
shares
|
$24,724
0.0% of portfolio
|
Q2 2025
Added 298.51%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Aug 14, 2025 Q2 2025 |
259
shares
|
$23,983
0.0% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
258
shares
|
$23,890
0.0% of portfolio
|
Q2 2023
Reduced 10.73%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
253
shares
|
$23,427
0.0% of portfolio
|
Q2 2025
Reduced 77.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
245
shares
|
$22,687
0.0% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
243
shares
|
$22,501
0.0% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
231
shares
|
$21,390
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
221
shares
|
$20,464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
219
shares
|
$20,279
0.01% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
216
shares
|
$20,001
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
216
shares
|
$20,001
0.0% of portfolio
|
Q2 2025
Reduced 35.52%
|