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 970 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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
100
shares
|
$8,070
0.01% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
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
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
87
shares
|
$7,020
0.0% of portfolio
|
Q4 2025
Reduced 16.35%
|
|
|
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
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
83
shares
|
$6,698
0.0% of portfolio
|
Q3 2025
Reduced 62.44%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
77
shares
|
$6,213
0.0% of portfolio
|
Q4 2025
Reduced 18.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
77
shares
|
$6,213
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
62
shares
|
$5,003
0.0% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
61
shares
|
$4,922
0.0% of portfolio
|
Q3 2025
Added 60.53%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
61
shares
|
$4,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
57
shares
|
$4,599
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
54
shares
|
$4,357
0.0% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
54
shares
|
$4,357
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
53
shares
|
$4,277
0.0% of portfolio
|
Q3 2025
Added 12.77%
|
|