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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,621
shares
|
$493,476
0.21% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,570
shares
|
$488,030
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
4,558
shares
|
$486,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
4,519
shares
|
$482,584
0.03% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,514
shares
|
$482,050
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,509
shares
|
$481,516
0.04% of portfolio
|
Q3 2024
Reduced 61.14%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,486
shares
|
$479,059
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,430
shares
|
$473,079
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
4,412
shares
|
$471,157
0.03% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,349
shares
|
$464,429
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
4,343
shares
|
$463,788
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,301
shares
|
$459,303
0.04% of portfolio
|
Q3 2022
Reduced 34.62%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,267
shares
|
$455,672
0.17% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
4,267
shares
|
$455,672
0.01% of portfolio
|
Q1 2024
Reduced 23.67%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,250
shares
|
$453,857
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,230
shares
|
$451,721
0.02% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
4,230
shares
|
$451,721
0.02% of portfolio
|
Q3 2024
Reduced 63.58%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
4,215
shares
|
$450,119
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
4,151
shares
|
$443,285
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
4,147
shares
|
$442,858
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,138
shares
|
$441,897
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,129
shares
|
$440,935
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
4,123
shares
|
$440,295
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,099
shares
|
$437,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,037
shares
|
$431,111
0.0% of portfolio
|
Q3 2024
New holding
|