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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
112,312
shares
|
$9.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
111,504
shares
|
$9 Million
0.03% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
110,960
shares
|
$8.95 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
109,246
shares
|
$8.82 Million
0.64% of portfolio
|
Q3 2025
Reduced 31.19%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
108,600
shares
|
$8.76 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
108,200
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.96%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
108,103
shares
|
$8.72 Million
0.22% of portfolio
|
Q3 2025
Added 118.51%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
107,950
shares
|
$8.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
104,954
shares
|
$8.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
103,914
shares
|
$8.39 Million
0.04% of portfolio
|
Q3 2025
Added 30.37%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
103,468
shares
|
$8.35 Million
0.03% of portfolio
|
Q3 2025
Added 28.48%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
102,074
shares
|
$8.24 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
101,700
shares
|
$8.21 Million
0.04% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100,756
shares
|
$8.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 59.74%
|
|
|
Spring Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
100,510
shares
|
$8.11 Million
4.62% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
99,139
shares
|
$8 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
98,837
shares
|
$7.98 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
98,821
shares
|
$7.97 Million
0.16% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
98,699
shares
|
$7.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 89.32%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
97,513
shares
|
$7.87 Million
0.03% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
97,416
shares
|
$7.86 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
95,180
shares
|
$7.68 Million
0.01% of portfolio
|
Q3 2025
Added 35.59%
|
|
|
Speece Thorson Capital Group Inc
|
Nov 20, 2025 Q3 2025 |
94,787
shares
|
$7.65 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Oct 15, 2025 Q3 2025 |
92,540
shares
|
$7.47 Million
2.37% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
91,904
shares
|
$7.42 Million
0.6% of portfolio
|
Q3 2025
Added 0.93%
|
|