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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,973
shares
|
$317,486
0.01% of portfolio
|
Q4 2024
Added 36.06%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,953
shares
|
$315,350
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
2,946
shares
|
$314,603
0.04% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,934
shares
|
$313,321
0.02% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,916
shares
|
$311,399
0.02% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,914
shares
|
$311,186
0.01% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,878
shares
|
$307,341
0.07% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,808
shares
|
$299,866
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,797
shares
|
$298,691
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,766
shares
|
$295,381
0.01% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,748
shares
|
$293,458
0.01% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
2,737
shares
|
$292,284
0.17% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,722
shares
|
$290,682
0.02% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
2,721
shares
|
$290,575
0.11% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
2,703
shares
|
$288,653
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$287,692
0.01% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,662
shares
|
$284,274
0.03% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
2,662
shares
|
$284,274
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
2,655
shares
|
$283,527
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,648
shares
|
$282,779
0.01% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,620
shares
|
$279,789
0.03% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,571
shares
|
$274,557
0.26% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
2,570
shares
|
$274,450
0.08% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
2,543
shares
|
$271,566
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,475
shares
|
$264,305
0.01% of portfolio
|
Q4 2024
Added 6.77%
|