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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
68
shares
|
$6,296
0.0% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
66
shares
|
$6,111
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
64
shares
|
$5,926
0.0% of portfolio
|
Q2 2025
Reduced 98.44%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
62
shares
|
$5,741
0.0% of portfolio
|
Q2 2025
Added 158.33%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
61
shares
|
$5,648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
57
shares
|
$5,278
0.0% of portfolio
|
Q4 2023
Reduced 49.56%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
57
shares
|
$5,278
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
55
shares
|
$5,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
54
shares
|
$5,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
52
shares
|
$4,815
0.0% of portfolio
|
Q2 2025
Added 73.33%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
51
shares
|
$4,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,630
0.0% of portfolio
|
Q2 2025
Added 525.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
48
shares
|
$4,444
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
47
shares
|
$4,352
0.0% of portfolio
|
Q1 2025
Added 571.43%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
46
shares
|
$4,259
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
46
shares
|
$4,259
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
45
shares
|
$4,167
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
44
shares
|
$4,074
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
40
shares
|
$3,704
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$3,611
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
39
shares
|
$3,611
0.0% of portfolio
|
Q4 2024
Added 457.14%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
38
shares
|
$3,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
38
shares
|
$3,518
0.0% of portfolio
|
Q2 2024
Added 245.45%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
38
shares
|
$3,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
36
shares
|
$3,333
0.0% of portfolio
|
Q3 2022
New holding
|