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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
35
shares
|
$3,241
0.0% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
34
shares
|
$3,148
0.0% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
28
shares
|
$2,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
25
shares
|
$2,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
24
shares
|
$2,222
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
23
shares
|
$2,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,852
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
19
shares
|
$1,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
17
shares
|
$1,574
0.0% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
17
shares
|
$1,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
17
shares
|
$1,574
0.0% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$1,389
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
14
shares
|
$1,296
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
13
shares
|
$1,203
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$1,203
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
13
shares
|
$1,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
12
shares
|
$1,111
0.0% of portfolio
|
Q1 2025
Reduced 99.2%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
11
shares
|
$1,018
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$926
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
9
shares
|
$833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
9
shares
|
$833
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$740
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8
shares
|
$740
0.0% of portfolio
|
Q1 2025
New holding
|