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 |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,681
shares
|
$2.31 Million
0.62% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
28,580
shares
|
$2.31 Million
0.05% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,562
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.75%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
28,463
shares
|
$2.3 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
28,276
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,207
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
27,596
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
27,596
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
27,591
shares
|
$2.23 Million
0.48% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
27,170
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
27,083
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
26,633
shares
|
$2.15 Million
0.4% of portfolio
|
Q3 2025
Added 330.4%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
26,463
shares
|
$2.14 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
26,270
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2025
Added 52.25%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
26,161
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
26,028
shares
|
$2.1 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
25,545
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.52%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
25,468
shares
|
$2.06 Million
1.33% of portfolio
|
Q3 2025
Added 61.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
25,464
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
25,115
shares
|
$2.03 Million
3.11% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
24,689
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2025
Added 246.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
24,659
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
24,630
shares
|
$1.99 Million
1.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
24,595
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
24,270
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Added 202.24%
|
|