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 |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
6,721
shares
|
$542,384
0.11% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
6,703
shares
|
$540,932
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
6,671
shares
|
$538,349
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
6,625
shares
|
$534,637
0.04% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
6,608
shares
|
$533,265
0.48% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
6,547
shares
|
$528,342
0.01% of portfolio
|
Q4 2025
Reduced 97.95%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
6,545
shares
|
$528,181
0.02% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
6,501
shares
|
$524,630
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
6,472
shares
|
$522,290
0.04% of portfolio
|
Q4 2025
Added 8.41%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
6,432
shares
|
$519,062
0.05% of portfolio
|
Q4 2025
Reduced 8.84%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
6,399
shares
|
$516,399
0.04% of portfolio
|
Q3 2025
Reduced 50.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
6,273
shares
|
$506,231
0.02% of portfolio
|
Q3 2025
Added 34.18%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$503,083
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
6,180
shares
|
$498,726
0.12% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,169
shares
|
$497,838
0.04% of portfolio
|
Q3 2025
Reduced 48.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,143
shares
|
$495,740
0.1% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,132
shares
|
$494,852
0.11% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,055
shares
|
$488,638
0.09% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,017
shares
|
$485,571
0.01% of portfolio
|
Q3 2025
Added 36.04%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,997
shares
|
$483,957
0.7% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5,982
shares
|
$482,747
0.02% of portfolio
|
Q3 2025
Added 170.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,948
shares
|
$480,003
0.04% of portfolio
|
Q3 2025
Added 1882.67%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
5,917
shares
|
$477,501
0.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
5,888
shares
|
$475,161
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
5,869
shares
|
$473,628
0.09% of portfolio
|
Q3 2025
Reduced 26.31%
|
|