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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,435
shares
|
$196,504
0.01% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,412
shares
|
$194,648
0.01% of portfolio
|
Q3 2025
Reduced 66.25%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,394
shares
|
$193,195
0.07% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,385
shares
|
$192,469
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
2,383
shares
|
$192,308
0.06% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,381
shares
|
$192,146
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,380
shares
|
$192,066
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,351
shares
|
$189,725
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,344
shares
|
$189,160
0.01% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
2,326
shares
|
$187,708
0.03% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,324
shares
|
$187,546
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,304
shares
|
$185,932
0.0% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,296
shares
|
$185,287
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
2,279
shares
|
$183,915
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
2,264
shares
|
$182,704
0.01% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,239
shares
|
$180,687
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$180,283
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,225
shares
|
$179,557
0.02% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,218
shares
|
$178,992
0.0% of portfolio
|
Q3 2025
Added 408.72%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
2,218
shares
|
$178,992
0.0% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
2,217
shares
|
$178,911
0.0% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
2,212
shares
|
$178,508
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
2,188
shares
|
$176,571
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
2,168
shares
|
$174,957
0.19% of portfolio
|
Q3 2025
Reduced 36.5%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
2,148
shares
|
$173,343
0.04% of portfolio
|
Q3 2025
New holding
|
|