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 973 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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,797
shares
|
$629,217
0.1% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
7,696
shares
|
$621,067
0.0% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
7,666
shares
|
$618,646
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
7,552
shares
|
$609,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,531
shares
|
$607,751
0.03% of portfolio
|
Q2 2022
Added 17.05%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,513
shares
|
$606,299
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,500
shares
|
$605,250
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
7,500
shares
|
$605,250
0.41% of portfolio
|
Q2 2023
Reduced 37.5%
|
|
|
Holland Advisory Services, Inc.
|
Oct 14, 2025 Q3 2025 |
7,391
shares
|
$596,453
0.95% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,386
shares
|
$596,050
0.01% of portfolio
|
Q3 2025
Reduced 67.27%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
7,342
shares
|
$592,499
0.05% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
7,189
shares
|
$580,152
0.0% of portfolio
|
Q3 2025
Added 49.74%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
7,136
shares
|
$575,875
0.03% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,069
shares
|
$570,468
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
7,056
shares
|
$569,419
0.07% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,050
shares
|
$568,935
0.02% of portfolio
|
Q3 2023
Added 16.53%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
7,046
shares
|
$568,612
0.04% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
7,020
shares
|
$566,514
0.09% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,988
shares
|
$563,931
0.05% of portfolio
|
Q3 2025
Added 119.33%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
6,981
shares
|
$563,366
0.13% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,927
shares
|
$559,008
0.03% of portfolio
|
Q4 2025
Reduced 21.01%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
6,834
shares
|
$551,503
0.18% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,832
shares
|
$551,342
0.01% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,805
shares
|
$549,163
0.03% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Oct 22, 2025 Q3 2025 |
6,777
shares
|
$546,903
0.01% of portfolio
|
Q3 2025
New holding
|
|