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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$19,909
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
214
shares
|
$19,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
204
shares
|
$18,890
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
198
shares
|
$18,334
0.0% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
198
shares
|
$18,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
196
shares
|
$18,149
0.0% of portfolio
|
Q2 2025
Reduced 93.88%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
192
shares
|
$17,779
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
189
shares
|
$17,501
0.01% of portfolio
|
Q2 2025
Added 18800.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
189
shares
|
$17,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
187
shares
|
$17,316
0.0% of portfolio
|
Q4 2024
Added 122.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
183
shares
|
$16,945
0.0% of portfolio
|
Q2 2025
Added 2950.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
171
shares
|
$15,834
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
171
shares
|
$15,834
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
167
shares
|
$15,464
0.0% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
166
shares
|
$15,371
0.0% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
161
shares
|
$14,908
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
154
shares
|
$14,260
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
150
shares
|
$13,890
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
149
shares
|
$13,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
147
shares
|
$13,612
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
142
shares
|
$13,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
141
shares
|
$13,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
136
shares
|
$12,593
0.01% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
136
shares
|
$12,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
134
shares
|
$12,408
0.02% of portfolio
|
Q2 2025
Reduced 8.22%
|