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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
2,143
shares
|
$228,850
0.01% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,130
shares
|
$227,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,106
shares
|
$224,899
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$224,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,093
shares
|
$223,511
0.0% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,092
shares
|
$223,404
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,092
shares
|
$223,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,081
shares
|
$222,229
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,080
shares
|
$222,123
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,079
shares
|
$222,016
0.0% of portfolio
|
Q4 2024
Reduced 71.66%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,064
shares
|
$220,414
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,052
shares
|
$219,133
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,034
shares
|
$217,210
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,026
shares
|
$216,356
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,015
shares
|
$215,181
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$213,580
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,993
shares
|
$212,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,970
shares
|
$210,376
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,940
shares
|
$207,172
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,931
shares
|
$206,211
0.01% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,917
shares
|
$204,716
0.01% of portfolio
|
Q3 2023
Added 0.84%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,863
shares
|
$198,949
0.2% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
1,801
shares
|
$192,328
0.01% of portfolio
|
Q3 2024
Added 228.65%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,724
shares
|
$184,105
0.15% of portfolio
|
Q2 2024
Reduced 34.2%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,716
shares
|
$183,251
0.1% of portfolio
|
Q4 2024
New holding
|