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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,034
shares
|
$430,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,005
shares
|
$427,693
0.04% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,998
shares
|
$426,946
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
3,974
shares
|
$424,383
0.16% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
3,954
shares
|
$422,247
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,946
shares
|
$421,393
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
3,945
shares
|
$421,286
0.1% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,931
shares
|
$419,791
0.12% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,917
shares
|
$418,296
0.0% of portfolio
|
Q4 2024
Added 83.9%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,916
shares
|
$418,189
0.05% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
3,908
shares
|
$417,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,879
shares
|
$414,238
0.14% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
3,747
shares
|
$400,142
0.18% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,717
shares
|
$396,938
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
3,685
shares
|
$393,521
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,658
shares
|
$390,637
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,650
shares
|
$389,783
0.03% of portfolio
|
Q1 2024
Reduced 10.98%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,639
shares
|
$388,608
0.09% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,620
shares
|
$386,579
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
3,601
shares
|
$384,550
0.05% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
3,551
shares
|
$379,211
0.25% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,548
shares
|
$378,890
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
3,542
shares
|
$378,250
0.15% of portfolio
|
Q3 2024
Reduced 49.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,517
shares
|
$375,580
0.01% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
3,509
shares
|
$374,726
0.07% of portfolio
|
Q4 2024
Added 68.3%
|