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 255 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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$3.43 Million
0.03% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
42,048
shares
|
$3.39 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
41,751
shares
|
$3.37 Million
0.27% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
41,584
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
40,833
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
40,312
shares
|
$3.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 44.84%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
40,077
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2025 Q3 2025 |
39,734
shares
|
$3.21 Million
1.84% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
39,728
shares
|
$3.21 Million
0.03% of portfolio
|
Q3 2025
Added 22.62%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
39,634
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
38,488
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
38,394
shares
|
$3.1 Million
0.05% of portfolio
|
Q3 2025
Added 31.19%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
37,699
shares
|
$3.04 Million
0.39% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
36,848
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.91%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
36,697
shares
|
$2.96 Million
0.19% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
36,570
shares
|
$2.95 Million
0.58% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
36,453
shares
|
$2.94 Million
4.1% of portfolio
|
Q1 2024
Reduced 4.85%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
36,098
shares
|
$2.91 Million
0.47% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
35,984
shares
|
$2.9 Million
0.62% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
35,776
shares
|
$2.89 Million
1.79% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
35,771
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
35,180
shares
|
$2.84 Million
1.24% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
34,545
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
34,073
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
33,676
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2025
Added 21.88%
|
|