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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,134
shares
|
$91,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
1,131
shares
|
$91,271
0.01% of portfolio
|
Q3 2025
Reduced 87.07%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,113
shares
|
$89,819
0.01% of portfolio
|
Q3 2025
Added 64.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,106
shares
|
$89,254
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,033
shares
|
$83,363
0.02% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,014
shares
|
$81,829
0.01% of portfolio
|
Q3 2025
Added 93.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$80,700
0.01% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
975
shares
|
$78,682
0.05% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
962
shares
|
$77,633
0.01% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
954
shares
|
$76,987
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
934
shares
|
$75,373
0.0% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
923
shares
|
$74,486
0.0% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
883
shares
|
$71,258
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
862
shares
|
$69,563
0.01% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
854
shares
|
$68,917
0.0% of portfolio
|
Q3 2025
Reduced 97.62%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
835
shares
|
$67,384
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
827
shares
|
$66,738
0.0% of portfolio
|
Q3 2025
Reduced 38.88%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
821
shares
|
$66,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
815
shares
|
$65,770
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
809
shares
|
$65,286
0.0% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
807
shares
|
$65,124
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
768
shares
|
$61,977
0.0% of portfolio
|
Q3 2025
Added 319.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
735
shares
|
$59,314
0.0% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
721
shares
|
$58,184
0.04% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
668
shares
|
$53,907
0.03% of portfolio
|
Q1 2025
New holding
|
|