Skip to content
Disclosery

BRO BROWN & BROWN INC

Follow

Stock (common), issuer CIK 79282

910 managers (932 13F filers) reported a position in BRO shares at 2025-06-30, 266,493,475 shares in all. 119 filers opened a position and 100 filers sold out during the quarter.

Managers
910
13F filers
932
New
119
Added
371
Reduced
307
Sold out
100
Shares held by filers
266,493,475

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC15,598$1.73M0.1%+1,36313F-HRTimeline
Wealthfront Advisers LLC15,389$1.71M<0.01%+2,20013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,255$1.69M0.01%-1,86913F-HRTimelineGroup
GREENLEAF TRUST15,224$1.69M0.01%-21713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,196$1.68M0.01%+50313F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC15,130$1.68M0.01%-11,63013F-HRTimeline
CHOREO, LLC15,055$1.67M0.02%-14,12313F-HRTimeline
Fairbanks Capital Management, Inc.14,885$1.65M0.94%+93813F-HRTimeline
Capital Investment Advisors, LLC14,821$1.64M0.03%-68213F-HR/ATimeline
Louisiana State Employees Retirement Sy…14,800$1.64M0.03%+2,00013F-HRTimeline
Nicholson Wealth Management Group, LLC14,766$1.64M1.01%+23013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd14,746$1.63M0.03%new13F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC14,678$1.63M0.05%+2,21413F-HRTimeline
SG Americas Securities, LLC14,298$1.58M0.01%-23913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC14,270$1.58M0.1%013F-HRTimeline
AE Wealth Management LLC14,244$1.58M0.01%-3,52813F-HRTimeline
SIMPLEX TRADING, LLC14,209$1.57M0.04%+13,87613F-HRTimeline
HB Wealth Management, LLC14,009$1.55M0.01%+54613F-HRTimeline
Gibbs Wealth Management13,870$1.54M0.3%-40113F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding13,833$1.53M-1,418Timeline
ING GROEP NV13,555$1.5M0.01%+2,91013F-HRTimeline
SlateStone Wealth, LLC13,475$1.49M0.14%-5013F-HRTimeline
Harvest Investment Services, LLC13,441$1.49M0.33%new13F-HRTimeline
Maryland State Retirement & Pension Sys…13,395$1.49M0.03%+2,23213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,368$1.48M0.01%+1,53513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC13,339$1.48M0.16%new13F-HRTimeline
EQUITABLE TRUST CO13,258$1.47M0.07%+4,77613F-HRTimeline
Caitlin John, LLC12,917$1.43M1.3%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,879$1.43M0.11%-3,86513F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC12,761$1.41M1.17%013F-HRTimeline
Orion Porfolio Solutions, LLC12,518$1.39M0.01%+2,40913F-HR/ATimeline
Suncoast Equity Management12,374$1.37M0.14%-6,00113F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …12,208$1.35M0.19%-6813F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The12,169$1.35M0.02%+80513F-HRTimelineGroup
BOK Financial Private Wealth, Inc.12,070$1.34M0.09%-2,97513F-HRTimeline
Cross Staff Investments Inc12,000$1.33M0.99%013F-HRTimeline
Henshaw Capital LLC11,894$1.32M0.05%-14,31213F-HRTimeline
WEDBUSH SECURITIES INC11,864$1.31M0.05%+86713F-HRTimeline
GAM Holding AGin group GAM Holding AG11,775$1.31M0.09%+27813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,695$1.3M<0.01%-14113F-HRTimeline
Compass Ion Advisors, LLC11,671$1.29M0.14%+213F-HRTimeline
Proficio Capital Partners LLC11,635$1.29M0.08%+83013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding11,691$1.28M-1,223Timeline
E. Ohman J:or Asset Management AB11,570$1.28M0.03%+1,10013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,558$1.28M<0.01%+40913F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…11,525$1.28M0.01%-43,08913F-HRTimelineGroup
Integrated Wealth Concepts LLC11,398$1.26M0.01%+1,59113F-HRTimeline
Compound Planning, Inc.11,268$1.25M0.05%+1,45313F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD11,100$1.23M0.04%013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS10,986$1.22M0.06%+1,06613F-HRTimeline
JSF Financial, LLC10,940$1.21M0.29%+54513F-HRTimeline
Chaney Capital Management, Inc.10,864$1.2M0.47%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,848$1.2M0.22%-28713F-HRTimeline
Tributary Capital Management, LLC10,828$1.2M0.11%-65413F-HRTimeline
Scott Marsh Financial, LLC10,656$1.18M0.44%13F-HRTimeline
Greenfield Seitz Capital Management, LLC10,600$1.18M0.42%013F-HRTimeline
Monte Financial Group, LLC10,568$1.17M0.46%+14013F-HRTimeline
Federation des caisses Desjardins du Qu…10,539$1.17M0.01%+23513F-HRTimeline
Parkwoods Wealth Partners, LLC10,528$1.17M0.67%013F-HRTimeline
Engineers Gate Manager LP10,260$1.14M0.01%new13F-HRTimeline
Resonant Capital Advisors, LLC10,036$1.11M0.07%+64613F-HRTimeline
Baker Avenue Asset Management, LP10,033$1.11M0.03%-85813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,000$1.11M0.42%+26113F-HRTimeline
Access Investment Management LLC10,000$1.11M0.32%13F-HRTimeline
Sequoia Financial Advisors, LLC9,832$1.09M0.01%+3,63013F-HRTimeline
Invst, LLC9,815$1.09M0.14%-31213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,746$1.08M+1,057Timeline
MIRABELLA FINANCIAL SERVICES LLP9,684$1.08M0.11%-95,10613F-HRTimeline
EP Wealth Advisors, LLC9,717$1.08M0.01%+62613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,661$1.07M0.02%-28413F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG9,651$1.07M0.01%+3,52913F-HRTimelineGroup
Manchester Capital Management LLC9,600$1.06M0.14%-34213F-HRTimeline
Occidental Asset Management, LLC9,475$1.05M0.14%-5913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,441$1.05M0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC9,331$1.03M0.01%+1313F-HRTimeline
Glenview Trust Co9,304$1.03M0.02%-23313F-HRTimeline
Gilbert & Cook, Inc.9,280$1.03M0.14%-26913F-HRTimeline
Nilsine Partners, LLC9,259$1.03M0.1%new13F-HRTimeline
Qtron Investments LLC9,184$1.02M0.13%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.9,092$1.01M0.04%+80813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC9,058$1M0.01%+67013F-HRTimelineGroup
Atlas Legacy Advisors, LLC9,020$1M0.22%+1,84013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC8,999$998K0.22%-4,49113F-HRTimeline
BRIGHTON JONES LLC8,972$995K0.03%-32513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,943$992K0.04%new13F-HRTimelineGroup
GAMMA Investing LLC8,935$991K0.06%-1013F-HRTimeline
NORDEN GROUP LLC8,901$987K0.11%-1,93313F-HRTimeline
Bank Pictet & Cie (Europe) AG8,890$986K0.02%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,855$982K0.01%-5713F-HRTimelineGroup
Financiere des Professionnels - Fonds d…8,749$970K0.06%-2,26713F-HR/ATimeline
SIMON QUICK ADVISORS, LLC8,451$937K0.05%-2,11713F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD8,317$922K<0.01%-4,73613F-HRTimeline
Board of the Pension Protection Fund8,300$920K0.99%+1,50013F-HRTimeline
Williamson Legacy Group, LLC8,296$920K0.78%new13F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP8,275$917K0.69%new13F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…8,273$917K0.48%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…8,141$903K0.58%+6,34413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,140$903K-5,437Timeline
CAPITAL INTERNATIONAL SARLin group Capital International Investo…8,030$890K0.02%+70013F-HRTimelineGroup
Dakota Wealth Management8,022$889K0.02%new13F-HRTimeline
Integrated Investment Consultants, LLC7,964$883K0.17%-78413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,824$867K0.36%-6513F-HR/ATimelineGroup
Jump Financial, LLCin group Jump Financial, LLC7,794$864K0.01%-91,42813F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,768$861K0.01%-2,22813F-HRTimelineGroup
Horizon Investments, LLC7,740$857K0.01%+4,33413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,620$842K0.12%-4,20013F-HRTimeline
Hyperion Capital Advisors LP7,500$832K0.52%013F-HRTimeline
Holland Advisory Services, Inc.7,381$818K1.2%+813F-HRTimeline
Cannell & Spears LLC7,352$815K0.02%-17313F-HRTimeline
TOWNSQUARE CAPITAL LLC7,328$812K0.08%-79,44213F-HRTimeline
T. Rowe Price Investment Management, In…7,320$812K<0.01%new13F-HRTimeline
Financial Enhancement Group LLC7,574$809K0.12%+46913F-HRTimeline
Investment Management Corp of Ontario7,180$796K0.01%+30013F-HRTimeline
CoreCap Advisors, LLC7,146$792K0.03%+5,87913F-HRTimeline
GF FUND MANAGEMENT CO. LTD.7,135$791K0.02%+2,07013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP7,117$789K0.03%new13F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…6,997$776K0.49%-3,39413F-HRTimeline
Xcel Wealth Management, LLC6,834$758K0.22%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,832$757K0.02%+3913F-HRTimeline
OSTRUM ASSET MANAGEMENT6,792$753K0.04%-3,93213F-HRTimeline
Talon Private Wealth, LLC6,735$747K0.1%013F-HRTimeline
Sound Financial Strategies Group, LLC6,714$744K0.63%+9413F-HRTimeline
Wealthspire Retirement, LLC6,703$743K0.05%+2313F-HRTimeline
Portside Wealth Group, LLC6,692$742K0.11%-1,77213F-HRTimeline
AlphaQuest LLC6,675$740K0.07%new13F-HRTimeline
Moors & Cabot, Inc.6,663$739K0.03%-1313F-HRTimeline
STRS OHIO6,587$730K<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC6,451$715K0.01%new13F-HRTimeline
Siemens Fonds Invest GmbH6,313$700K0.04%+65713F-HRTimeline
CWM, LLCin group CWM, LLC6,280$696K<0.01%-6213F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.6,211$689K0.06%+2,01013F-HRTimeline
Oak Thistle LLC6,188$686K0.1%new13F-HRTimeline
Radnor Capital Management, LLC6,055$671K0.11%+6513F-HRTimeline
S-Bank Fund Management Ltd5,994$665K0.1%-1,98013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,902$654K0.13%-11013F-HRTimeline
RWA WEALTH PARTNERS, LLC5,888$653K0.01%013F-HRTimeline
Blueshift Asset Management, LLC5,826$646K0.2%new13F-HRTimeline
Brooklyn Investment Group5,783$641K0.08%+4,73113F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.5,741$637K0.03%new13F-HRTimeline
Sowell Financial Services LLC5,626$624K0.03%-9013F-HRTimeline
VestGen Investment Management5,589$620K0.44%-57413F-HRTimeline
SevenBridge Financial Group, LLC6,446$611K0.11%013F-HRTimeline
Allworth Financial LP5,499$610K<0.01%+4,53913F-HRTimeline
Mayflower Financial Advisors, LLC5,436$603K0.08%-113F-HRTimeline
Next Level Private LLC5,431$602K0.2%+213F-HRTimeline
Arkadios Wealth Advisors5,406$599K0.02%-1,55613F-HRTimeline
Venturi Wealth Management, LLC5,267$584K0.03%-1,20413F-HRTimeline
Kingsview Wealth Management, LLC5,267$584K0.01%+11413F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,262$583K0.18%-3213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,230$580K0.02%-57413F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC5,229$580K0.06%-14913F-HRTimelineGroup
MJP ASSOCIATES INC /ADV5,221$579K0.09%-13613F-HRTimeline
Vise Technologies, Inc.5,201$577K0.02%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,196$576K0.02%013F-HRTimeline
Advisory Alpha, LLC5,189$575K0.02%+1,09313F-HRTimeline
Vestcor Inc5,183$575K0.02%+91013F-HRTimeline
Legacy Capital Wealth Partners, LLC5,183$575K0.13%-15613F-HRTimeline
Sandia Investment Management LP5,000$554K1.42%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co4,998$554K<0.01%+20813F-HRTimelineGroup
Global X Japan Co., Ltd.4,993$554K0.06%-71913F-HRTimeline
Bullock Wealth Management Group5,034$548K0.29%-12413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,802$532K0.01%+1,91213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,801$532K<0.01%+13813F-HRTimelineGroup
Gen-Wealth Partners Inc4,738$525K0.2%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,728$524K0.01%+1413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC4,675$518K0.02%+16213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,639$514K0.04%-2,20513F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC5,579$512K0.05%+34913F-HRTimeline
Forum Private Client Group LLC4,592$509K0.2%+713F-HRTimeline
Klingman & Associates, LLC4,499$499K0.03%+6013F-HRTimeline
Moment Partners, LLC4,496$498K0.09%+7213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,452$494K<0.01%-65013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,449$493K0.03%+10013F-HRTimeline
Curi Capital, LLC4,441$492K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,423$490K0.02%+1,11813F-HRTimeline
Revisor Wealth Management LLC4,507$489K0.18%+29913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,405$488K0.01%+15213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,392$487K0.01%+1,62713F-HRTimelineGroup
Waverly Advisors, LLC4,392$487K0.01%+4113F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd4,391$487K0.02%new13F-HRTimelineGroup
Apriem Advisors4,343$482K0.05%013F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…4,250$471K0.01%013F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC4,245$471K0.01%-6713F-HRTimeline
Private Advisor Group, LLC4,216$467K<0.01%-3,20813F-HRTimeline
ASR Vermogensbeheer N.V.4,213$467K0.01%-2313F-HRTimeline
TRUST POINT INC.4,203$466K0.04%-1,68913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,186$464K<0.01%-11,74313F-HRTimelineGroup
Boreal Capital Management LLC4,153$460K0.38%13F-HRTimeline
MEANS INVESTMENT CO., INC.4,151$460K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,142$459K0.01%-7,31113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,140$459K0.01%-2,45813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,127$458K0.03%+1613F-HRTimeline
Washington Trust Bank4,070$451K0.04%-71313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN ADVISORY INCin group BROWN ADVISORY INC4,063$451K<0.01%-18013F-HRTimelineGroup
Belpointe Asset Management LLC4,055$450K0.02%+20213F-HRTimeline
Brown Miller Wealth Management, LLC4,054$449K0.14%-1,01713F-HRTimeline
OSSIAM4,010$445K<0.01%-54713F-HRTimeline
Laird Norton Wetherby Wealth Management…4,007$444K0.02%13F-HRTimeline
Petrus Trust Company, LTA3,964$439K0.05%new13F-HRTimeline
Somerset Trust Co3,884$431K0.14%-5813F-HRTimeline