BRO · Company research
Brown & Brown, Inc. (BRO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 6760000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42008 | 2558287000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 64 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8809 | 565 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1026 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3768 | 241717 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137859 | 8843655 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165944 | 10645308 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5689 | 364949 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55412 | 3554680 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1170 | 75 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60948 | 3909847 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20016 | 1284051 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154452 | 9908096 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6506 | 417360 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3335 | 213915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6709042 | 430385044 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hyperion Capital Advisors LP | 1794499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8900 | 570935 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital International, Inc./CA/ | 895213 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69173 | 4437448 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143 | 9151 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1601 | 102713 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3884 | 249159 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66740 | 4281371 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 673809 | 43225 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2733 | 175322 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158 | 10136 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 898 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Boston Trust Walden Corp | 1534866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34216 | 2194956 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3624 | 232480 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11464 | 735416 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 321 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103530 | 6641450 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 3016 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Aspect Partners, LLC | 1985284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134 | 8596 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111800 | 7171970 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Greykasell Wealth Strategies, Inc. | 2041220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88 | 5645 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3882 | 249030 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Key Financial Inc | 1801720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84 | 5389 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 288 | 18475 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1228242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42780 | 2744337 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2160 | 138564 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1401 | 89874 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4278 | 274434 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 399 | 25596 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78380 | 5028077 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 4362 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Kingsview Wealth Management, LLC | 1791965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49505 | 3175758 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33981 | 2179881 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 257 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Gobi Capital LLC | 1698060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1780046 | 114189951 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74825 | 4800024 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124842 | 7998 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4885 | 313 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Stonebridge Financial Group, LLC | 2009367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65038 | 4172198 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 464414 | 29792161 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BURKETT FINANCIAL SERVICES, LLC | 1762716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199 | 12802 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| ARQ WEALTH ADVISORS, LLC | 1811827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3350 | 219057 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 365 | 23415 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| United Community Bank | 2000314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 385 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TimesSquare Capital Management, LLC | 1313816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347624 | 22300080 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97628 | 6262836 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrity Financial Corp /WA | 1917704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35780 | 2295307 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Nutshell Asset Management Ltd | 2021442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58739 | 3768107 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 15396 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Heron Bay Capital Management | 1842149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184321 | 11824207 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18986 | 1217959 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39509 | 2534502 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1634644 | 104862413 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3608 | 231463 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 449 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ABN AMRO INVESTMENT SOLUTIONS | 2080520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17629 | 1130900 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Tandem Investment Advisors, Inc. | 1694284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 889649 | 57070983 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97853 | 6277286 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155211 | 9956786 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46616 | 2990416 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18941212 | 1215078750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1656283 | 106250555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Serenity Investment Advisors | 2105389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4824 | 347714 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Cannell & Spears LLC | 1426319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11663 | 748181 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.