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 996 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
122,140
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
120,869
shares
|
$11.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 54.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
120,565
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
119,198
shares
|
$11 Million
1.67% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
117,815
shares
|
$10.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
114,028
shares
|
$10.5 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
113,762
shares
|
$10.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
113,372
shares
|
$10.5 Million
0.28% of portfolio
|
Q1 2024
Added 13.37%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
113,137
shares
|
$10.4 Million
0.4% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
112,312
shares
|
$10.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
108,718
shares
|
$10 Million
4.33% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
108,626
shares
|
$10 Million
0.05% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
107,758
shares
|
$9.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
107,126
shares
|
$9.88 Million
0.04% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
106,975
shares
|
$9.86 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
106,187
shares
|
$9.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
104,814
shares
|
$9.66 Million
0.0% of portfolio
|
Q2 2025
Added 164.16%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
101,200
shares
|
$9.33 Million
0.05% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
100,908
shares
|
$9.3 Million
0.88% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
99,886
shares
|
$9.21 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
99,377
shares
|
$9.16 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
98,968
shares
|
$9.13 Million
0.04% of portfolio
|
Q2 2025
Added 48.45%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
98,935
shares
|
$9.12 Million
0.05% of portfolio
|
Q2 2025
Added 88.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
98,821
shares
|
$9.11 Million
0.16% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
98,571
shares
|
$9.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 29.48%
|