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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
4,751
shares
|
$383,405
0.02% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,727
shares
|
$381,468
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,677
shares
|
$377,433
0.03% of portfolio
|
Q3 2025
Added 123.46%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,652
shares
|
$375,416
0.04% of portfolio
|
Q4 2025
Reduced 14.41%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
4,632
shares
|
$373,802
0.08% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
4,610
shares
|
$372,027
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
4,599
shares
|
$371,139
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,590
shares
|
$370,413
0.0% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
4,585
shares
|
$370,009
0.1% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,490
shares
|
$362,343
0.15% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
4,435
shares
|
$357,904
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,369
shares
|
$352,578
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
4,356
shares
|
$351,529
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,349
shares
|
$350,964
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,346
shares
|
$350,722
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
4,319
shares
|
$348,543
0.34% of portfolio
|
Q3 2025
Added 57.34%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,301
shares
|
$347,090
0.04% of portfolio
|
Q3 2022
Reduced 34.62%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
4,293
shares
|
$346,445
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,267
shares
|
$344,346
0.17% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
4,250
shares
|
$342,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,190
shares
|
$338,133
0.02% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,184
shares
|
$337,648
0.01% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
4,165
shares
|
$336,115
0.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,153
shares
|
$335,147
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
4,152
shares
|
$335,066
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|