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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,335
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
14,128
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
14,094
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
13,930
shares
|
$1.12 Million
0.91% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
13,911
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 93.47%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
13,909
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
13,898
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 93.57%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
13,834
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.07%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
13,721
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
13,475
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,393
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,368
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,974
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,901
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2023
Reduced 69.65%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
12,777
shares
|
$1.03 Million
0.9% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,759
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
12,750
shares
|
$1.03 Million
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
12,750
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
12,700
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Suncoast Equity Management
|
Oct 21, 2025 Q3 2025 |
12,569
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
12,537
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,142
shares
|
$979,859
0.04% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
12,035
shares
|
$971,224
0.01% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
12,000
shares
|
$968,400
0.81% of portfolio
|
Q2 2022
Added 15.6%
|
|