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 905 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,600
shares
|
$3.64 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
29,373
shares
|
$3.61 Million
1.63% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
29,305
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
29,083
shares
|
$3.57 Million
0.1% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
29,024
shares
|
$3.57 Million
0.02% of portfolio
|
Q4 2024
Added 1185.39%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
28,993
shares
|
$3.56 Million
3.44% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,681
shares
|
$3.52 Million
0.62% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
28,343
shares
|
$3.48 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
28,093
shares
|
$3.45 Million
0.26% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
27,363
shares
|
$3.36 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
27,058
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Sone Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,829
shares
|
$3.3 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
26,719
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
26,351
shares
|
$3.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
26,223
shares
|
$3.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
25,980
shares
|
$3.19 Million
0.05% of portfolio
|
Q4 2024
Added 84.56%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,820
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Added 274.91%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
25,739
shares
|
$3.16 Million
0.0% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
25,720
shares
|
$3.16 Million
0.03% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
25,637
shares
|
$3.15 Million
0.02% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
25,610
shares
|
$3.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
25,087
shares
|
$3.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
25,000
shares
|
$3.07 Million
0.78% of portfolio
|
Q3 2024
Reduced 30.96%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
24,427
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
24,194
shares
|
$2.97 Million
0.05% of portfolio
|
Q4 2024
Added 12.34%
|