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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
3,547
shares
|
$286,242
0.02% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,534
shares
|
$285,193
0.01% of portfolio
|
Q3 2025
Reduced 32.43%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,508
shares
|
$283,095
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
3,488
shares
|
$281,481
0.71% of portfolio
|
Q3 2025
Reduced 91.43%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
3,440
shares
|
$277,608
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,434
shares
|
$277,123
0.36% of portfolio
|
Q2 2022
Reduced 5.97%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,348
shares
|
$270,183
0.02% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,341
shares
|
$269,618
0.02% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
3,334
shares
|
$269,053
0.04% of portfolio
|
Q4 2025
Reduced 7.9%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
3,321
shares
|
$268,004
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
3,305
shares
|
$266,713
0.03% of portfolio
|
Q3 2025
Added 29.05%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,285
shares
|
$265,099
0.02% of portfolio
|
Q3 2025
Added 35.19%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
3,259
shares
|
$263,001
0.0% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
3,258
shares
|
$262,920
0.01% of portfolio
|
Q3 2025
Added 44.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,251
shares
|
$262,355
0.03% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
3,247
shares
|
$262,032
0.02% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,219
shares
|
$259,773
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,219
shares
|
$259,773
0.0% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,209
shares
|
$258,966
0.01% of portfolio
|
Q3 2025
Added 64.23%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,165
shares
|
$255,415
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,150
shares
|
$254,205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
3,134
shares
|
$252,913
0.07% of portfolio
|
Q4 2025
Reduced 5.89%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,134
shares
|
$252,913
0.07% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
3,115
shares
|
$251,380
0.15% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
3,105
shares
|
$250,573
0.19% of portfolio
|
Q3 2025
New holding
|
|