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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
131
shares
|
$12,130
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
129
shares
|
$11,945
0.01% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
124
shares
|
$11,482
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
124
shares
|
$11,482
0.0% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
120
shares
|
$11,112
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
113
shares
|
$10,463
0.0% of portfolio
|
Q2 2025
Added 32.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
111
shares
|
$10,278
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
111
shares
|
$10,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
109
shares
|
$10,093
0.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
107
shares
|
$9,908
0.01% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
106
shares
|
$9,815
0.0% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$9,260
0.0% of portfolio
|
Q2 2025
Reduced 91.24%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$9,260
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
93
shares
|
$8,611
0.0% of portfolio
|
Q2 2023
Reduced 50.27%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
91
shares
|
$8,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
90
shares
|
$8,334
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
88
shares
|
$8,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
85
shares
|
$7,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
84
shares
|
$7,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
80
shares
|
$7,408
0.0% of portfolio
|
Q2 2025
Added 40.35%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
77
shares
|
$7,130
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
73
shares
|
$6,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
72
shares
|
$6,667
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
71
shares
|
$6,574
0.01% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
70
shares
|
$6,482
0.01% of portfolio
|
Q4 2024
New holding
|