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 862 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
12,750
shares
|
$1.35 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
12,633
shares
|
$1.34 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,478
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
12,304
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
12,233
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.98%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
12,208
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,026
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
12,000
shares
|
$1.27 Million
0.95% of portfolio
|
Q2 2022
Added 15.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,943
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
11,831
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
11,820
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Added 5665.85%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
11,695
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,677
shares
|
$1.24 Million
0.29% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
11,670
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,662
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2024
Added 13.37%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
11,646
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,620
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2022
Reduced 22.1%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
11,500
shares
|
$1.22 Million
0.55% of portfolio
|
Q3 2024
Added 61.97%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
11,462
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,347
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
11,341
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
11,323
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2022
Added 183.22%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
11,300
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
11,229
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 103.68%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
11,211
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 17.57%
|