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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,489
shares
|
$372,590
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$370,668
0.22% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,448
shares
|
$368,211
0.04% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
3,446
shares
|
$367,998
0.02% of portfolio
|
Q4 2024
Reduced 23.59%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,434
shares
|
$366,716
0.36% of portfolio
|
Q2 2022
Reduced 5.97%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,423
shares
|
$365,542
0.0% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$363,086
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,338
shares
|
$356,465
0.0% of portfolio
|
Q3 2024
Added 26.68%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
3,267
shares
|
$348,882
0.01% of portfolio
|
Q3 2024
Reduced 98.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,261
shares
|
$348,242
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$345,999
0.02% of portfolio
|
Q3 2024
Reduced 78.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,239
shares
|
$345,892
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,212
shares
|
$343,009
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
3,200
shares
|
$341,728
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$340,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,162
shares
|
$337,669
0.01% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,150
shares
|
$336,388
0.23% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,122
shares
|
$333,398
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,119
shares
|
$333,078
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,117
shares
|
$332,864
0.1% of portfolio
|
Q2 2024
Added 1336.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,105
shares
|
$331,582
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$331,049
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,063
shares
|
$327,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,001
shares
|
$320,476
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,973
shares
|
$317,486
0.01% of portfolio
|
Q4 2024
Added 36.06%
|