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Disclosery

BRO BROWN & BROWN INC

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Stock (common), issuer CIK 79282

859 managers (876 13F filers) reported a position in BRO shares at 2024-12-31, 214,496,008 shares in all. 70 filers opened a position and 62 filers sold out during the quarter.

Managers
859
13F filers
876
New
70
Added
339
Reduced
273
Sold out
62
Shares held by filers
214,496,008

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cyndeo Wealth Partners, LLC12,208$1.25M0.08%013F-HRTimeline
Gibbs Wealth Management12,090$1.23M0.33%+2,24013F-HRTimeline
Cross Staff Investments Inc12,000$1.22M0.85%013F-HRTimeline
AXQ CAPITAL, LP11,992$1.22M0.55%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC11,843$1.21M0.03%-8,07113F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC11,701$1.19M0.01%-3,81713F-HRTimelineGroup
EQUITABLE TRUST CO11,695$1.19M0.07%+19013F-HRTimeline
Marshall Financial Group, LLC11,677$1.19M0.29%+31613F-HRTimeline
WEDBUSH SECURITIES INC11,679$1.19M0.04%-26413F-HRTimeline
E. Ohman J:or Asset Management AB11,670$1.19M0.03%+1,77013F-HRTimeline
Compass Ion Advisors, LLC11,662$1.19M0.14%013F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…11,650$1.19M0.02%13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC11,646$1.19M0.13%-69513F-HRTimelineGroup
NORDEN GROUP LLC11,401$1.16M0.13%+17213F-HRTimeline
SIMON QUICK ADVISORS, LLC11,347$1.16M0.07%-26313F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…11,330$1.16M0.67%-2,23013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD11,300$1.15M0.04%-30013F-HRTimeline
CIBC WORLD MARKET INC.11,211$1.14M<0.01%+1,67513F-HRTimeline
NEOS Investment Management LLC11,183$1.14M0.03%+2,48313F-HRTimeline
Davidson Kahn Capital Management, LLC11,076$1.13M1.05%13F-HRTimeline
OSTRUM ASSET MANAGEMENT11,009$1.12M0.1%-45313F-HRTimeline
Proficio Capital Partners LLC10,869$1.11M0.09%+1,17413F-HR/ATimeline
Chaney Capital Management, Inc.10,864$1.11M0.52%013F-HRTimeline
ING GROEP NV10,727$1.09M0.01%-1,20613F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…10,726$1.09M0.01%+5,58613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth10,602$1.08M<0.01%+6,09013F-HR/ATimelineGroup
Greenfield Seitz Capital Management, LLC10,600$1.08M0.41%-50013F-HRTimeline
Parkwoods Wealth Partners, LLC10,528$1.07M0.85%013F-HRTimeline
JSF Financial, LLC10,526$1.07M0.29%+39813F-HRTimeline
Integrated Wealth Concepts LLC10,522$1.07M0.01%+1,12513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC10,507$1.07M0.12%-6,99113F-HRTimeline
Nutshell Asset Management Ltd10,500$1.07M0.68%13F-HRTimeline
Wealthfront Advisers LLC10,437$1.06M<0.01%+1,70013F-HR/ATimeline
Invst, LLC10,374$1.06M0.13%+39613F-HRTimeline
Monte Financial Group, LLC10,258$1.05M0.45%+2,14213F-HRTimeline
Callan Family Office, LLC10,249$1.05M0.07%+4,13713F-HRTimeline
Liontrust Investment Partners LLP10,166$1.04M0.02%-964,70113F-HRTimeline
BRIGHTON JONES LLC10,090$1.03M0.03%-52113F-HR/ATimeline
GAM Holding AGin group GAM Holding AG10,029$1.02M0.08%new13F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The9,966$1.02M0.02%+58013F-HRTimelineGroup
Manchester Capital Management LLC9,749$995K0.12%+34113F-HRTimeline
Glenview Trust Co9,749$995K0.02%+70113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,739$994K0.39%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,521$971K0.01%-36613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp9,370$956K<0.01%+97313F-HRTimelineGroup
EP Wealth Advisors, LLC9,366$956K0.01%-3,11213F-HRTimeline
Gilbert & Cook, Inc.9,359$955K0.13%-50713F-HRTimeline
Resonant Capital Advisors, LLC9,336$952K0.07%+5113F-HRTimeline
Atlas Legacy Advisors, LLC9,207$939K0.23%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,199$938K0.03%+5,44013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,185$937K<0.01%-8,06413F-HRTimeline
Siemens Fonds Invest GmbH9,138$932K0.06%+56713F-HR/ATimeline
Sound Financial Strategies Group, LLC9,032$921K0.77%+71813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,922$910K0.01%+25213F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG8,890$907K0.02%new13F-HR/ATimeline
Sequoia Financial Advisors, LLC8,886$907K0.01%+2,00013F-HR/ATimeline
Financiere des Professionnels - Fonds d…8,854$903K0.06%new13F-HRTimeline
Integrated Investment Consultants, LLC8,769$895K0.18%+61013F-HR/ATimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…8,600$877K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC8,594$877K0.04%+64613F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…8,412$858K0.51%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,399$857K0.07%-1613F-HR/ATimeline
Qtron Investments LLC8,398$857K0.12%013F-HRTimeline
Compound Planning, Inc.8,299$847K0.04%+2,30413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…8,164$833K0.01%-77413F-HRTimelineGroup
Portside Wealth Group, LLC8,079$824K0.14%+23613F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/8,018$818K0.39%-16113F-HRTimelineGroup
Occidental Asset Management, LLC7,934$809K0.13%-12613F-HRTimeline
GAMMA Investing LLC7,906$807K0.07%+60813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,738$789K0.02%new13F-HRTimelineGroup
NOVEM GROUP7,552$771K0.11%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,551$770K0.01%+6413F-HRTimelineGroup
Cannell & Spears LLC7,523$767K0.02%-713F-HRTimeline
Geller Advisors LLC7,513$766K0.05%new13F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.7,502$765K0.03%013F-HRTimelineGroup
Hyperion Capital Advisors LP7,500$765K0.39%013F-HRTimeline
Holland Advisory Services, Inc.7,364$751K0.98%+813F-HRTimeline
Vinva Investment Management Ltd7,339$749K0.03%-4,96513F-HRTimeline
Private Advisor Group, LLC7,278$743K<0.01%-18913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,244$739K<0.01%-5413F-HRTimeline
Claro Advisors Inc.7,145$729K0.1%-2,56413F-HRTimeline
VestGen Investment Management7,083$723K0.2%-41513F-HRTimeline
OSSIAM7,068$721K0.01%-250,43113F-HRTimeline
Summit Financial, LLC7,025$717K0.03%+16813F-HRTimeline
SevenBridge Financial Group, LLC6,506$708K0.13%013F-HRTimeline
Moors & Cabot, Inc.6,804$694K0.03%-1613F-HRTimeline
Global Retirement Partners, LLC6,782$692K0.02%-10,00513F-HRTimeline
Financial Enhancement Group LLC6,728$690K0.11%-8213F-HRTimeline
Talon Private Wealth, LLC6,735$687K0.14%013F-HR/ATimeline
Wealthspire Retirement, LLC6,680$681K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,548$668K<0.01%+1,57613F-HRTimeline
AssuredPartners Investment Advisors, LLC6,452$658K0.13%13F-HRTimeline
TRUST POINT INC.6,451$658K0.05%+3,93213F-HRTimeline
Bullock Wealth Management Group6,422$655K0.38%-53113F-HRTimeline
Venturi Wealth Management, LLC6,395$652K0.03%-17813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC6,368$650K0.14%-14513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,357$649K<0.01%-41613F-HRTimelineGroup
Xcel Wealth Management, LLC6,284$641K0.18%013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,234$636K0.01%013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP6,216$634K0.01%+5913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,208$633K0.25%+4113F-HRTimeline
HB Wealth Management, LLC6,152$628K0.01%+96113F-HRTimeline
CWM, LLCin group CWM, LLC6,115$624K<0.01%-1013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP6,059$618K0.05%new13F-HRTimeline
Geneva Partners, LLC6,035$616K0.25%+1,12013F-HRTimeline
Plato Investment Management Ltd5,971$611K0.04%-98113F-HRTimeline
RWA WEALTH PARTNERS, LLC5,973$609K0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC5,963$608K0.15%-36513F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,902$602K0.12%+8113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,877$600K0.01%-9,32913F-HRTimelineGroup
Numerai GP LLC5,723$584K0.16%new13F-HRTimeline
Headlands Technologies LLC5,706$582K0.06%+3,24513F-HRTimeline
FORA Capital, LLC5,689$580K0.07%new13F-HRTimeline
Radnor Capital Management, LLC5,690$580K0.1%+50013F-HRTimeline
BRIGHTON SECURITIES CORP.5,645$576K0.28%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,638$575K0.03%+1,12413F-HRTimelineGroup
Jackson Creek Investment Advisors LLC5,620$573K0.17%+39913F-HRTimeline
Gen-Wealth Partners Inc5,613$573K0.25%-213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,373$567K0.06%+813F-HRTimeline
Mayflower Financial Advisors, LLC5,525$564K0.08%-813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,501$561K0.06%new13F-HRTimelineGroup
Next Level Private LLC5,429$554K0.22%-1,08513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,358$547K0.18%+8713F-HRTimeline
MJP ASSOCIATES INC /ADV5,311$542K0.1%new13F-HRTimeline
Kingsview Wealth Management, LLC5,225$533K0.01%-4213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,153$526K0.02%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…5,153$526K0.03%+72313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,112$522K<0.01%+60713F-HRTimelineGroup
Farringdon Capital, Ltd.4,979$508K0.21%13F-HRTimeline
Global X Japan Co., Ltd.4,941$504K0.06%+61713F-HRTimeline
HighPoint Advisor Group LLC4,632$504K0.03%+50913F-HRTimeline
Cadent Capital Advisors, LLC4,925$502K0.18%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,885$498K0.01%-2,49713F-HRTimeline
Aptus Capital Advisors, LLC4,801$490K0.01%new13F-HRTimeline
Washington Trust Bank4,750$485K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Forum Financial Management, LPin group Forum Financial Management, LP4,714$481K0.01%+113F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,690$479K<0.01%+12013F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.4,664$476K0.02%+11313F-HRTimeline
SHERBROOKE PARK ADVISERS LLC4,642$474K0.15%new13F-HRTimeline
Forum Private Client Group LLC4,627$472K0.21%+613F-HRTimeline
FIRST MANHATTAN CO. LLC.4,541$463K<0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…4,519$461K0.03%-30813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,486$458K0.02%+9913F-HRTimeline
Moment Partners, LLC4,481$457K0.09%13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,469$456K<0.01%-9,39813F-HRTimelineGroup
Klingman & Associates, LLC4,412$450K0.03%-1,39313F-HRTimeline
Pine Valley Investments Ltd Liability Co4,349$444K0.03%-3013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,346$443K0.01%+1,15613F-HRTimelineGroup
Apriem Advisors4,343$443K0.05%013F-HRTimeline
Vestcor Inc4,262$435K0.01%-513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…4,250$434K0.01%013F-HRTimelineGroup
Argent Trust Co4,230$432K0.02%013F-HRTimeline
Unigestion Holding SA4,230$432K0.02%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,215$430K<0.01%+6613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,164$425K<0.01%+3513F-HRTimelineGroup
MEANS INVESTMENT CO., INC.4,151$423K0.04%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …4,147$423K0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,061$414K0.03%+2713F-HRTimeline
Belpointe Asset Management LLC3,914$412K0.02%-3213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,029$411K0.02%+34413F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC4,005$409K0.04%+32413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,000$408K0.03%new13F-HRTimeline
Somerset Trust Co3,974$405K0.15%-56313F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,945$402K0.1%-10613F-HRTimeline
Legacy Wealth Asset Management, LLC3,931$401K0.11%-25913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,927$401K<0.01%+58913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,917$400K<0.01%+1,78713F-HRTimelineGroup
Outlook Wealth Advisors, LLC3,879$396K0.11%-11313F-HRTimeline
River Wealth Advisors LLC3,814$389K0.05%-10213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,791$387K0.02%+1,64813F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV3,739$381K0.17%-813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,722$380K0.01%new13F-HRTimelineGroup
Stonebridge Capital Advisors LLC3,680$375K0.03%+3013F-HRTimeline
PROFUND ADVISORS LLC3,670$374K0.01%+1213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,670$374K0.01%-1,07013F-HRTimelineGroup
Mutual Advisors, LLC3,517$373K0.01%+40713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,632$371K<0.01%-119,54113F-HRTimelineGroup
Fermata Advisors, LLC3,620$369K0.07%new13F-HRTimeline
W.H. Cornerstone Investments Inc.3,551$362K0.24%+513F-HRTimeline
UNIQUE WEALTH, LLC3,509$358K0.07%+1,42413F-HRTimeline
MUFG SECURITIES AMERICAS INC.3,504$357K0.05%13F-HRTimeline
Ballentine Partners, LLC3,489$356K0.01%+2913F-HRTimeline
PRIVATE TRUST CO NA3,448$352K0.04%+18313F-HRTimeline
Checchi Capital Advisers, LLC3,446$352K0.03%-1,06413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC3,423$349K<0.01%013F-HRTimelineGroup
Canada Post Corp Registered Pension Plan3,410$348K0.02%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,275$334K<0.01%+17513F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,268$333K<0.01%-28013F-HRTimeline
Orion Portfolio Solutions, LLC3,268$333K<0.01%-28013F-HRTimeline
Frank, Rimerman Advisors LLC3,265$333K0.02%+14313F-HRTimeline
Anchor Investment Management, LLC3,251$332K0.03%-1013F-HRTimeline
Horizon Investments, LLC3,239$330K0.01%+2713F-HRTimeline
OPTIMIZE FINANCIAL INC.3,221$329K0.25%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,203$327K0.02%+26913F-HRTimelineGroup
Hamilton Capital Partners Inc.3,203$327K0.02%-84913F-HRTimeline
BOCHK Asset Management Ltd3,200$326K0.1%new13F-HRTimeline
Wallace Advisory Group, LLC3,150$326K0.23%+1813F-HRTimeline
Bleakley Financial Group, LLC3,162$323K0.01%+10313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,157$322K<0.01%-8213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,128$319K0.02%+40613F-HRTimelineGroup