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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
120
shares
|
$9,684
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
111
shares
|
$8,957
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
111
shares
|
$8,957
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
105
shares
|
$8,473
0.0% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
104
shares
|
$8,392
0.0% of portfolio
|
Q3 2025
Added 205.88%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
103
shares
|
$8,312
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
101
shares
|
$8,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
100
shares
|
$8,070
0.01% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
100
shares
|
$8,070
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
95
shares
|
$7,666
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
93
shares
|
$7,505
0.0% of portfolio
|
Q2 2023
Reduced 50.27%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
92
shares
|
$7,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
89
shares
|
$7,182
0.0% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
88
shares
|
$7,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
85
shares
|
$6,859
0.0% of portfolio
|
Q3 2025
Reduced 24.78%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
85
shares
|
$6,859
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
85
shares
|
$6,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
84
shares
|
$6,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
83
shares
|
$6,698
0.0% of portfolio
|
Q3 2025
Added 591.67%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
83
shares
|
$6,698
0.0% of portfolio
|
Q3 2025
Reduced 62.44%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
76
shares
|
$6,133
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
72
shares
|
$5,810
0.0% of portfolio
|
Q3 2025
Added 63.64%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
67
shares
|
$5,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
65
shares
|
$5,245
0.0% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
63
shares
|
$5,084
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|