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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,461
shares
|
$262,810
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,458
shares
|
$262,489
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,455
shares
|
$262,169
0.08% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,434
shares
|
$259,926
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,428
shares
|
$259,286
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,397
shares
|
$255,975
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,380
shares
|
$254,160
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,378
shares
|
$253,946
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,341
shares
|
$249,995
0.01% of portfolio
|
Q3 2024
Added 28.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,337
shares
|
$249,568
0.03% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,327
shares
|
$248,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,296
shares
|
$245,189
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,283
shares
|
$243,801
0.0% of portfolio
|
Q3 2024
Reduced 77.85%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,278
shares
|
$243,267
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
2,270
shares
|
$242,413
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,258
shares
|
$241,131
0.0% of portfolio
|
Q3 2024
Reduced 99.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$238,568
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,226
shares
|
$237,714
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
2,214
shares
|
$236,433
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,208
shares
|
$235,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
2,188
shares
|
$233,656
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,184
shares
|
$233,229
0.02% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
2,182
shares
|
$233,015
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,161
shares
|
$230,773
0.01% of portfolio
|
Q4 2023
Reduced 23.12%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
2,148
shares
|
$229,384
0.12% of portfolio
|
Q4 2024
New holding
|