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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
25
shares
|
$2,017
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
25
shares
|
$2,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,936
0.0% of portfolio
|
Q3 2025
Reduced 61.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,936
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
22
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
21
shares
|
$1,694
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
18
shares
|
$1,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
17
shares
|
$1,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,371
0.0% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
17
shares
|
$1,371
0.0% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
15
shares
|
$1,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
15
shares
|
$1,210
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
14
shares
|
$1,129
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
13
shares
|
$1,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
12
shares
|
$968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
10
shares
|
$807
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
10
shares
|
$807
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9
shares
|
$726
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
9
shares
|
$726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
7
shares
|
$564
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7
shares
|
$564
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
7
shares
|
$564
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|