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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
699
shares
|
$74,646
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
687
shares
|
$73,364
0.01% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
680
shares
|
$72,617
0.04% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
668
shares
|
$71,335
0.04% of portfolio
|
Q3 2022
Reduced 25.2%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
655
shares
|
$69,947
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
625
shares
|
$66,743
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
589
shares
|
$62,899
0.01% of portfolio
|
Q3 2023
Added 150.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
561
shares
|
$59,909
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
535
shares
|
$57,132
0.01% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
506
shares
|
$54,035
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
506
shares
|
$54,035
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
498
shares
|
$53,181
0.01% of portfolio
|
Q3 2023
Reduced 4.05%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
486
shares
|
$51,899
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
460
shares
|
$49,123
0.01% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
445
shares
|
$47,521
0.03% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
444
shares
|
$47,414
0.01% of portfolio
|
Q4 2024
Added 75.49%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
434
shares
|
$46,346
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
424
shares
|
$45,278
0.01% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
413
shares
|
$44,104
0.01% of portfolio
|
Q4 2024
Added 130.73%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
412
shares
|
$43,997
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
400
shares
|
$42,716
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
399
shares
|
$42,609
0.0% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
386
shares
|
$41,220
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
380
shares
|
$40,580
0.02% of portfolio
|
Q4 2021
Added 65.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
380
shares
|
$40,580
0.01% of portfolio
|
Q2 2023
New holding
|