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 |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,928
shares
|
$945,564
0.45% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,922
shares
|
$944,929
0.01% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Nov 14, 2024 Q3 2024 |
8,891
shares
|
$941,645
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
8,890
shares
|
$941,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
8,854
shares
|
$937,727
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
8,769
shares
|
$928,724
0.02% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
8,737
shares
|
$925,335
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$921,417
0.03% of portfolio
|
Q3 2024
Added 22.95%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
8,571
shares
|
$907,754
0.06% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
8,440
shares
|
$893,880
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
8,412
shares
|
$890,914
0.52% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,399
shares
|
$889,538
0.07% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,398
shares
|
$889,432
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
8,397
shares
|
$889,326
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,314
shares
|
$880,535
0.76% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,299
shares
|
$878,947
0.04% of portfolio
|
Q4 2024
Added 38.43%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
8,179
shares
|
$866,237
0.39% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,133
shares
|
$861,366
0.02% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
8,098
shares
|
$857,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
8,045
shares
|
$852,045
0.14% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
7,980
shares
|
$845,161
0.02% of portfolio
|
Q3 2024
Added 45.62%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$842,619
0.03% of portfolio
|
Q3 2024
Added 74.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,948
shares
|
$841,772
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,934
shares
|
$840,289
0.13% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,906
shares
|
$837,324
0.07% of portfolio
|
Q4 2024
Added 8.33%
|