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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,585
shares
|
$169,262
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,401
shares
|
$149,612
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,321
shares
|
$141,069
0.0% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,177
shares
|
$125,691
0.01% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,170
shares
|
$124,944
0.04% of portfolio
|
Q2 2022
Added 105.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,150
shares
|
$122,808
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,143
shares
|
$122,060
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,099
shares
|
$117,362
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$106,790
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$106,790
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
996
shares
|
$106,362
0.01% of portfolio
|
Q3 2024
Added 54.18%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
971
shares
|
$103,693
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
962
shares
|
$102,731
0.01% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
957
shares
|
$102,198
0.03% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
897
shares
|
$95,790
0.0% of portfolio
|
Q4 2024
Reduced 57.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
881
shares
|
$94,081
0.0% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
881
shares
|
$94,081
0.04% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
849
shares
|
$90,664
0.02% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
819
shares
|
$87,461
0.01% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
811
shares
|
$86,606
0.01% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
791
shares
|
$84,470
0.0% of portfolio
|
Q4 2024
Added 41.5%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
777
shares
|
$82,975
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
754
shares
|
$80,519
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
710
shares
|
$75,820
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
703
shares
|
$75,073
0.0% of portfolio
|
Q4 2024
Added 7.0%
|