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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
2,755
shares
|
$222,328
0.02% of portfolio
|
Q3 2025
Reduced 23.75%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
2,750
shares
|
$221,925
0.04% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
2,745
shares
|
$221,521
0.0% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,737
shares
|
$220,875
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
2,729
shares
|
$220,230
0.02% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
2,715
shares
|
$219,100
0.04% of portfolio
|
Q3 2025
Added 34.74%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
2,672
shares
|
$215,630
0.07% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
2,664
shares
|
$214,984
0.07% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
2,661
shares
|
$214,742
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,625
shares
|
$211,837
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,600
shares
|
$209,820
0.0% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
2,599
shares
|
$209,739
0.06% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,598
shares
|
$209,658
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
2,597
shares
|
$209,577
0.12% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,589
shares
|
$208,932
0.0% of portfolio
|
Q3 2025
Reduced 41.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,572
shares
|
$207,560
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,533
shares
|
$204,413
0.0% of portfolio
|
Q3 2025
Added 40.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,529
shares
|
$204,090
0.0% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,525
shares
|
$203,767
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,505
shares
|
$202,153
0.01% of portfolio
|
Q3 2025
Added 139.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,501
shares
|
$201,830
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
2,465
shares
|
$198,925
0.02% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,458
shares
|
$198,360
0.04% of portfolio
|
Q3 2025
Reduced 86.61%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
2,458
shares
|
$198,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,442
shares
|
$197,069
0.0% of portfolio
|
Q3 2025
Reduced 55.59%
|
|