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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
187
shares
|
$19,969
0.0% of portfolio
|
Q4 2024
Added 122.62%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
173
shares
|
$18,474
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
161
shares
|
$17,193
0.01% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
159
shares
|
$16,979
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
158
shares
|
$16,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
154
shares
|
$16,445
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
150
shares
|
$16,018
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
149
shares
|
$15,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
147
shares
|
$15,698
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
143
shares
|
$15,270
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
141
shares
|
$15,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
137
shares
|
$14,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
136
shares
|
$14,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
136
shares
|
$14,523
0.01% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
131
shares
|
$13,989
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
115
shares
|
$12,280
0.0% of portfolio
|
Q3 2022
Added 35.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
111
shares
|
$11,853
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
110
shares
|
$11,746
0.01% of portfolio
|
Q2 2024
Added 44.55%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
107
shares
|
$11,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
107
shares
|
$11,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
104
shares
|
$11,106
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
98
shares
|
$10,465
0.0% of portfolio
|
Q3 2024
Added 988.89%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
93
shares
|
$9,931
0.0% of portfolio
|
Q2 2023
Reduced 50.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
90
shares
|
$9,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
85
shares
|
$9,077
0.0% of portfolio
|
Q2 2024
Added 97.67%
|