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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
380
shares
|
$30,666
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
346
shares
|
$27,922
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
320
shares
|
$25,824
0.02% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
303
shares
|
$24,452
0.0% of portfolio
|
Q3 2025
Reduced 97.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
285
shares
|
$22,999
0.0% of portfolio
|
Q3 2025
Reduced 51.61%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
276
shares
|
$22,273
0.0% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
273
shares
|
$22,031
0.0% of portfolio
|
Q2 2022
Reduced 36.21%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
272
shares
|
$21,950
0.0% of portfolio
|
Q3 2025
Added 423.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
272
shares
|
$21,950
0.0% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
270
shares
|
$21,789
0.01% of portfolio
|
Q4 2024
Added 184.81%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
259
shares
|
$20,901
0.0% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Nov 14, 2025 Q3 2025 |
259
shares
|
$20,901
0.0% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
258
shares
|
$20,820
0.0% of portfolio
|
Q2 2023
Reduced 10.73%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
253
shares
|
$20,417
0.0% of portfolio
|
Q2 2025
Reduced 77.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
242
shares
|
$19,529
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
241
shares
|
$19,448
0.0% of portfolio
|
Q3 2025
Added 322.81%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
240
shares
|
$19,368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
231
shares
|
$18,641
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
222
shares
|
$17,915
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
219
shares
|
$17,673
0.0% of portfolio
|
Q3 2025
Reduced 60.25%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
219
shares
|
$17,673
0.01% of portfolio
|
Q3 2023
Added 14.06%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
218
shares
|
$17,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
216
shares
|
$17,431
0.0% of portfolio
|
Q3 2025
Reduced 82.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
216
shares
|
$17,431
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$17,350
0.0% of portfolio
|
Q2 2020
Closed
|
|