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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
33,643
shares
|
$2.71 Million
0.09% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
33,552
shares
|
$2.71 Million
0.04% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,187
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Added 183.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
32,925
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.19%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
32,818
shares
|
$2.65 Million
1.86% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
32,654
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
31,248
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
31,219
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
31,104
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
31,019
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
30,980
shares
|
$2.5 Million
0.49% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
30,798
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.91%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
30,757
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
30,557
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
30,364
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
30,282
shares
|
$2.44 Million
0.18% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,258
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 85.94%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
29,823
shares
|
$2.41 Million
0.22% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
29,626
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 95.81%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,600
shares
|
$2.39 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
29,529
shares
|
$2.38 Million
3.32% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
29,232
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
29,209
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
28,904
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
28,785
shares
|
$2.32 Million
0.37% of portfolio
|
Q3 2025
Added 5.73%
|
|