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 |
|---|---|---|---|---|---|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
17,577
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
17,564
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 95.76%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
17,516
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
17,269
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
17,256
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
17,213
shares
|
$1.39 Million
0.95% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
17,196
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
17,141
shares
|
$1.38 Million
0.98% of portfolio
|
Q3 2025
Added 60.98%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
16,994
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
16,959
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
16,844
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Added 73.94%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,594
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.63%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
16,495
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,375
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
15,932
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
15,818
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
15,725
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
15,598
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
15,400
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
15,358
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
15,276
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
15,179
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15,149
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
15,045
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
14,940
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|