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 978 institutions that hold shares in the stock, with a total of 255 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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,142
shares
|
$172,859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,142
shares
|
$172,859
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,104
shares
|
$169,792
0.0% of portfolio
|
Q3 2025
Reduced 38.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,095
shares
|
$169,066
0.0% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,076
shares
|
$167,533
0.0% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,052
shares
|
$165,596
0.04% of portfolio
|
Q3 2025
Added 936.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,052
shares
|
$165,596
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,047
shares
|
$165,192
0.04% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,970
shares
|
$158,979
0.08% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,968
shares
|
$158,817
0.0% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,917
shares
|
$154,701
0.01% of portfolio
|
Q3 2023
Added 0.84%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,913
shares
|
$154,379
0.01% of portfolio
|
Q3 2025
Added 383.08%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,865
shares
|
$150,505
0.01% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,863
shares
|
$150,344
0.2% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,801
shares
|
$145,340
0.01% of portfolio
|
Q3 2024
Added 228.65%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,758
shares
|
$141,870
0.06% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,747
shares
|
$140,982
0.03% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,732
shares
|
$139,772
0.01% of portfolio
|
Q3 2025
Added 937.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,495
shares
|
$120,646
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,482
shares
|
$119,597
0.01% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
1,453
shares
|
$117,257
0.01% of portfolio
|
Q3 2025
Reduced 98.49%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,401
shares
|
$113,060
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,344
shares
|
$108,460
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,323
shares
|
$106,766
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,206
shares
|
$97,324
0.01% of portfolio
|
Q3 2025
Added 2.46%
|
|