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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
53
shares
|
$4,277
0.0% of portfolio
|
Q3 2025
Added 178.95%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,035
0.0% of portfolio
|
Q2 2025
Added 525.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
49
shares
|
$3,954
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
48
shares
|
$3,873
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
47
shares
|
$3,792
0.0% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
46
shares
|
$3,712
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
45
shares
|
$3,631
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
42
shares
|
$3,389
0.01% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
41
shares
|
$3,308
0.0% of portfolio
|
Q4 2025
Reduced 50.6%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
39
shares
|
$3,147
0.0% of portfolio
|
Q4 2024
Added 457.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
38
shares
|
$3,066
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
38
shares
|
$3,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
38
shares
|
$3,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$2,824
0.0% of portfolio
|
Q3 2025
Reduced 78.92%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
35
shares
|
$2,824
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
32
shares
|
$2,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
31
shares
|
$2,501
0.0% of portfolio
|
Q3 2025
Reduced 76.87%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
28
shares
|
$2,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
25
shares
|
$2,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
25
shares
|
$2,017
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,936
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,936
0.0% of portfolio
|
Q3 2025
Reduced 61.29%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
22
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
21
shares
|
$1,694
0.0% of portfolio
|
Q3 2025
New holding
|
|