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 977 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
213
shares
|
$17,189
0.0% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
204
shares
|
$16,462
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
200
shares
|
$16,140
0.0% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
199
shares
|
$16,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
197
shares
|
$15,897
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
196
shares
|
$15,817
0.0% of portfolio
|
Q3 2025
Added 2350.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
192
shares
|
$15,494
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
189
shares
|
$15,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
188
shares
|
$15,171
0.0% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
182
shares
|
$14,687
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
167
shares
|
$13,476
0.01% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
161
shares
|
$12,992
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
161
shares
|
$12,992
0.0% of portfolio
|
Q3 2025
Added 2583.33%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
156
shares
|
$12,589
0.0% of portfolio
|
Q3 2025
Reduced 99.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
154
shares
|
$12,427
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
150
shares
|
$12,105
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
147
shares
|
$11,862
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
141
shares
|
$11,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
136
shares
|
$10,975
0.01% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
136
shares
|
$10,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
134
shares
|
$10,813
0.0% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
131
shares
|
$10,571
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
130
shares
|
$10,491
0.0% of portfolio
|
Q3 2025
Reduced 72.1%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
127
shares
|
$10,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
124
shares
|
$10,006
0.0% of portfolio
|
Q3 2025
Added 439.13%
|
|