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 977 institutions that hold shares in the stock, with a total of 256 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,138
shares
|
$333,936
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
4,134
shares
|
$333,613
0.08% of portfolio
|
Q3 2025
Reduced 54.06%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
4,117
shares
|
$332,241
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,107
shares
|
$331,434
0.02% of portfolio
|
Q3 2025
Reduced 54.08%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,096
shares
|
$330,547
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
4,070
shares
|
$328,449
0.03% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
4,037
shares
|
$325,785
0.02% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,023
shares
|
$324,656
0.05% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,998
shares
|
$322,638
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,951
shares
|
$318,845
0.01% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
3,917
shares
|
$316,101
0.03% of portfolio
|
Q3 2025
Added 102.74%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,871
shares
|
$312,389
0.09% of portfolio
|
Q3 2025
Added 35.3%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
3,822
shares
|
$308,435
0.12% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
3,819
shares
|
$308,193
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
3,768
shares
|
$304,077
0.05% of portfolio
|
Q2 2025
Added 41.34%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
3,768
shares
|
$304,077
0.05% of portfolio
|
Q2 2025
Added 41.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,761
shares
|
$303,512
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,676
shares
|
$296,653
0.14% of portfolio
|
Q3 2025
Added 88.42%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
3,674
shares
|
$296,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,654
shares
|
$294,877
0.01% of portfolio
|
Q3 2025
Reduced 30.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,653
shares
|
$294,797
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,573
shares
|
$288,341
0.0% of portfolio
|
Q3 2025
Added 39.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,563
shares
|
$287,534
0.01% of portfolio
|
Q3 2025
Reduced 13.94%
|
|