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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
85
shares
|
$9,191
0.0% of portfolio
|
Q2 2024
Added 97.67%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
84
shares
|
$9,082
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
72
shares
|
$7,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
70
shares
|
$7,569
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
70
shares
|
$7,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
69
shares
|
$7,460
0.0% of portfolio
|
Q1 2025
Added 46.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
67
shares
|
$7,244
0.0% of portfolio
|
Q1 2025
Reduced 74.91%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
64
shares
|
$6,920
0.0% of portfolio
|
Q1 2025
Added 2033.33%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
57
shares
|
$6,163
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
57
shares
|
$6,163
0.0% of portfolio
|
Q1 2024
Reduced 86.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
57
shares
|
$6,163
0.0% of portfolio
|
Q4 2023
Reduced 49.56%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
54
shares
|
$5,839
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
52
shares
|
$5,622
0.0% of portfolio
|
Q1 2025
Added 766.67%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
49
shares
|
$5,298
0.0% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
48
shares
|
$5,190
0.0% of portfolio
|
Q1 2025
Added 4700.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
48
shares
|
$5,190
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
47
shares
|
$5,082
0.0% of portfolio
|
Q1 2025
Added 571.43%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
46
shares
|
$4,973
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
45
shares
|
$4,865
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
45
shares
|
$4,865
0.0% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
44
shares
|
$4,757
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
44
shares
|
$4,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
42
shares
|
$4,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
41
shares
|
$4,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
39
shares
|
$4,217
0.0% of portfolio
|
Q4 2024
Added 457.14%
|