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 970 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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,656
shares
|
$859,939
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
10,605
shares
|
$855,823
0.01% of portfolio
|
Q3 2025
Reduced 33.42%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
10,600
shares
|
$855,420
0.32% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,570
shares
|
$852,999
0.01% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
10,548
shares
|
$851,223
0.02% of portfolio
|
Q3 2025
Added 43.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,530
shares
|
$849,771
0.03% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
10,528
shares
|
$849,609
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
10,428
shares
|
$841,539
0.08% of portfolio
|
Q1 2025
Added 146.52%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,247
shares
|
$826,932
0.06% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,109
shares
|
$815,796
0.01% of portfolio
|
Q1 2025
Added 209.33%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,094
shares
|
$814,585
0.02% of portfolio
|
Q3 2025
Reduced 80.5%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
10,061
shares
|
$811,922
0.32% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
10,000
shares
|
$807,000
0.32% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$807,000
0.26% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,986
shares
|
$805,870
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
9,926
shares
|
$801,028
0.04% of portfolio
|
Q3 2025
Added 389.93%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
9,815
shares
|
$792,070
0.14% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,787
shares
|
$789,810
0.01% of portfolio
|
Q3 2025
Added 190.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,717
shares
|
$784,161
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
9,687
shares
|
$781,740
0.0% of portfolio
|
Q3 2025
Reduced 36.25%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
9,591
shares
|
$773,993
0.09% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
9,585
shares
|
$773,509
0.01% of portfolio
|
Q3 2025
Added 2296.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,491
shares
|
$765,923
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
9,452
shares
|
$762,776
0.04% of portfolio
|
Q3 2025
Reduced 28.71%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,441
shares
|
$761,888
0.05% of portfolio
|
Q2 2025
New holding
|
|