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 |
|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
3,100
shares
|
$250,170
0.02% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$250,170
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
3,055
shares
|
$246,538
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,027
shares
|
$244,278
0.01% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,026
shares
|
$244,198
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
3,001
shares
|
$242,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
2,990
shares
|
$241,293
0.0% of portfolio
|
Q3 2025
Reduced 79.09%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,984
shares
|
$240,808
0.0% of portfolio
|
Q3 2025
Reduced 76.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,983
shares
|
$240,728
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,977
shares
|
$240,243
0.02% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
2,956
shares
|
$238,549
0.01% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,953
shares
|
$238,307
0.02% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
2,936
shares
|
$236,935
0.02% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,935
shares
|
$236,854
0.01% of portfolio
|
Q3 2025
Reduced 43.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,900
shares
|
$234,030
0.07% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,881
shares
|
$232,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,878
shares
|
$232,254
0.06% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
2,875
shares
|
$232,012
0.11% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
2,842
shares
|
$229,349
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,809
shares
|
$226,686
0.0% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
2,799
shares
|
$225,879
0.04% of portfolio
|
Q3 2025
Added 2.3%
|
|