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 864 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
6,728
shares
|
$718,483
0.12% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,677
shares
|
$713,036
0.02% of portfolio
|
Q3 2024
Added 81.54%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,641
shares
|
$709,192
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,535
shares
|
$697,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,513
shares
|
$695,523
0.15% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,506
shares
|
$694,775
0.12% of portfolio
|
Q1 2024
Reduced 23.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,483
shares
|
$692,319
0.01% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,451
shares
|
$688,902
0.05% of portfolio
|
Q4 2024
Added 156.09%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,430
shares
|
$686,659
0.48% of portfolio
|
Q3 2024
Added 90.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,395
shares
|
$682,922
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,374
shares
|
$680,679
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
6,357
shares
|
$678,864
0.0% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,284
shares
|
$671,068
0.18% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$665,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$665,728
0.01% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,208
shares
|
$662,952
0.25% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
6,180
shares
|
$659,962
0.12% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,157
shares
|
$657,506
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,152
shares
|
$656,972
0.01% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,115
shares
|
$653,020
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
6,112
shares
|
$652,700
0.11% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
6,099
shares
|
$651,312
0.45% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
6,035
shares
|
$644,477
0.26% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,997
shares
|
$640,419
0.7% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
5,971
shares
|
$637,643
0.04% of portfolio
|
Q4 2024
Reduced 14.11%
|