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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
Graypoint LLC3,105$317K0.02%+2313F-HRTimeline
INTRUST BANK NA3,039$310K0.03%+66113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,001$306K0.02%new13F-HRTimeline
Dempze Nancy E3,000$306K0.18%-95413F-HRTimeline
Advisory Alpha, LLC2,973$303K0.01%+78813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd2,954$301K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
INDEPENDENT FINANCIAL GROUP, LLC2,953$301K0.01%013F-HRTimeline
V-Square Quantitative Management LLC2,946$301K0.04%-33913F-HRTimeline
NorthCoast Asset Management LLC2,929$299K<0.01%new13F-HR/ATimeline
CWA Asset Management Group, LLC2,916$297K0.01%+10313F-HRTimeline
Operose Advisors LLC2,900$296K0.1%-21713F-HRTimeline
Mattern Wealth Management LLC2,878$294K0.06%013F-HRTimeline
Farther Finance Advisors, LLC2,875$293K0.01%-3913F-HRTimeline
Cynosure Group, LLC2,866$292K0.04%-73513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,797$285K0.02%+1013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,770$283K0.01%+2213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,766$282K0.01%+25413F-HRTimelineGroup
First Affirmative Financial Network2,737$279K0.16%-21013F-HRTimeline
Snowden Capital Advisors LLC2,733$279K0.01%+3913F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd2,720$277K0.05%13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,716$277K0.02%-9213F-HRTimeline
EWA, LLC2,708$276K0.1%-1313F-HRTimeline
Trust Asset Management LLC2,703$276K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,694$275K0.01%+4613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…2,681$274K0.03%new13F-HRTimelineGroup
Kathmere Capital Management, LLC2,662$272K0.02%+22813F-HRTimeline
Brightwater Advisory LLC2,662$272K0.21%013F-HRTimeline
BURNEY CO/2,655$271K0.01%+2513F-HRTimeline
Schechter Investment Advisors, LLC2,647$270K0.02%-43213F-HRTimeline
Copperwynd Financial, LLC2,622$268K0.07%+5213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,620$267K0.03%-20913F-HRTimelineGroup
Petrus Trust Company, LTA2,576$263K0.03%new13F-HRTimeline
Phillips Wealth Planners LLC2,571$262K0.26%+21713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,543$260K0.05%013F-HRTimelineGroup
MSH Capital Advisors LLC2,541$259K0.08%+313F-HRTimeline
DRW Securities, LLC2,521$257K0.02%-4,15613F-HRTimeline
Revisor Wealth Management LLC2,466$254K0.23%-1,00513F-HRTimeline
Wedmont Private Capital2,475$252K0.01%+15713F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,470$252K0.05%13F-HRTimeline
Callahan Advisors, LLC2,458$251K0.02%new13F-HRTimeline
Parallel Advisors, LLC2,435$248K0.01%+9413F-HRTimeline
Longboard Asset Management, LP2,434$248K0.66%13F-HRTimeline
MATHER GROUP, LLC.2,428$248K<0.01%-213F-HRTimeline
NorthRock Partners, LLC2,427$248K0.01%+513F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,397$245K<0.01%013F-HRTimelineGroup
Covenant Partners, LLC2,383$243K0.07%-7213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,380$243K0.11%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,371$242K0.02%+33713F-HRTimelineGroup
Capital A Wealth Management, LLC2,365$241K0.4%13F-HRTimeline
Waverly Advisors, LLC2,362$241K<0.01%new13F-HRTimeline
ORG Partners LLC2,337$238K0.03%-9613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,327$237K<0.01%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC2,296$234K0.03%-10013F-HRTimeline
NewEdge Wealth, LLC2,270$232K<0.01%+7613F-HRTimeline
Blueshift Asset Management, LLC2,252$230K0.08%new13F-HRTimeline
Trinity Financial Advisors LLC2,278$229K0.09%+113F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC2,234$228K0.01%+3713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,214$226K0.03%013F-HRTimeline
Tradition Wealth Management, LLC2,201$225K0.02%-2513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,188$223K0.04%013F-HRTimeline
Fulton Bank, N.A.2,184$223K0.01%+3313F-HRTimeline
FourThought Financial Partners, LLC2,182$223K0.02%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,095$222K0.01%new13F-HRTimeline
Smithfield Trust Co2,161$220K0.01%013F-HRTimeline
GTS SECURITIES LLC2,154$220K0.01%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,148$219K0.12%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,119$216K+39Timeline
GeoWealth Management, LLC2,103$215K0.01%+1113F-HRTimeline
Douglass Winthrop Advisors, LLC2,100$214K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC2,093$214K<0.01%+8413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,092$213K0.02%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,089$213K0.01%-11913F-HRTimeline
J.W. COLE ADVISORS, INC.2,081$212K0.01%-413F-HRTimeline
IEQ CAPITAL, LLC2,079$212K<0.01%-5,25713F-HRTimeline
Curi Capital, LLC2,046$209K<0.01%-1,01713F-HRTimeline
111 Capital2,043$208K0.04%13F-HRTimeline
FULLCIRCLE WEALTH LLC1,866$207K0.08%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,026$207K0.01%+2213F-HRTimeline
Mechanics Bank Trust Department2,015$206K0.03%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,018$205K<0.01%-1,10113F-HRTimelineGroup
RBF Capital, LLC2,000$204K0.01%013F-HRTimeline
Merit Financial Group, LLC1,993$203K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,984$202K0.07%13F-HRTimeline
RFP Financial Group LLC1,970$201K0.08%new13F-HRTimeline
Tower Wealth Partners, Inc.1,967$201K0.1%new13F-HRTimeline
Kapitalo Investimentos Ltda1,953$199K0.13%new13F-HRTimeline
Arax Advisory Partners1,931$197K0.01%+39613F-HRTimeline
AlphaCentric Advisors LLC1,863$190K0.19%-5413F-HRTimeline
SIGNATUREFD, LLC1,812$185K<0.01%+22713F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,801$184K0.01%013F-HRTimeline
Atlatl Advisers LLC1,716$175K0.1%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,726$175K<0.01%+57613F-HRTimelineGroup
TRUST CO OF VERMONT1,401$143K0.01%013F-HRTimeline
Promus Capital, LLC1,323$135K0.1%13F-HR/ATimeline
First Horizon Advisors, Inc.1,321$135K<0.01%-10713F-HRTimeline
MAI Capital Management1,299$133K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1,200$122K0.07%13F-HRTimeline
MONTAG A & ASSOCIATES INC1,177$120K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,170$119K0.04%013F-HRTimeline
iA Global Asset Management Inc.1,159$118K<0.01%-2,10813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,143$117K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,103$116K0.01%+10713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,128$115K<0.01%+15713F-HRTimelineGroup
Sound Income Strategies, LLC1,099$112K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC1,000$102K0.02%013F-HRTimeline
Board of the Pension Protection Fund1,000$102K0.12%13F-HRTimeline
State of Wyoming964$98.3K0.01%+14513F-HRTimeline
Park Place Capital Corp957$97.6K0.03%+5213F-HRTimeline
TD Waterhouse Canada Inc.923$94.1K<0.01%+4213F-HRTimeline
Blue Trust, Inc.897$91.5K<0.01%-56713F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC881$90K0.04%-14413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…850$86.7K0.02%+113F-HRTimeline
Covestor Ltd832$85K0.05%+15213F-HRTimeline
Smartleaf Asset Management LLC811$82.7K0.01%+20713F-HRTimeline
Orion Capital Management LLC807$82.3K0.04%new13F-HRTimeline
Wilmington Savings Fund Society, FSB791$80.7K<0.01%+23213F-HRTimeline
Parkside Financial Bank & Trust777$79.3K0.01%-1213F-HRTimeline
Darwin Wealth Management, LLC769$78.5K0.03%-2,63113F-HR/ATimeline
Allworth Financial LP703$73.9K<0.01%+4613F-HRTimeline
MassMutual Private Wealth & Trust, FSB710$72.4K<0.01%-14213F-HRTimeline
Cromwell Holdings LLC699$71.3K0.04%013F-HRTimeline
Quent Capital, LLC687$70.1K0.01%013F-HRTimeline
Caldwell Trust Co676$69K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.668$68.1K0.03%013F-HRTimeline
Crews Bank & Trust655$66.8K0.01%13F-HRTimeline
Continuum Advisory, LLC625$63.8K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC589$60.1K0.01%013F-HRTimeline
Avior Wealth Management, LLC561$57.2K<0.01%-1013F-HRTimeline
Central Pacific Bank - Trust Division535$54.6K0.01%-22213F-HRTimeline
Asset Dedication, LLC506$51.6K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV506$51K0.02%+113F-HRTimeline
PSI Advisors, LLC498$50.8K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…490$50K<0.01%+21713F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors466$47.6K0.01%+613F-HRTimelineGroup
OARSMAN CAPITAL, INC.450$45.9K0.01%-3613F-HRTimeline
Intelligent Financial Strategies445$45.4K0.03%013F-HRTimeline
Brooklyn Investment Group444$45.2K0.01%+19113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC434$44.3K<0.01%-113F-HRTimeline
First PREMIER Bank424$43K0.01%013F-HRTimeline
Versant Capital Management, Inc413$42.1K0.01%+23413F-HRTimeline
Alaska Permanent Fund Corp412$42K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…410$41.8K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC400$40.8K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC399$40.7K<0.01%013F-HRTimeline
TFC Financial Management, Inc.386$39.4K0.01%013F-HRTimeline
SBI Securities Co., Ltd.358$36.5K<0.01%13F-HRTimeline
Lindbrook Capital, LLC349$35.6K<0.01%+2113F-HRTimeline
QUADRANT CAPITAL GROUP LLC348$35.5K<0.01%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD345$35.2K<0.01%-94,76513F-HRTimeline
Larson Financial Group LLC321$32.8K<0.01%+4913F-HRTimeline
Hexagon Capital Partners LLC311$31.7K0.01%+25413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC311$31.7K<0.01%-1913F-HRTimeline
Caitong International Asset Management …303$30.9K0.03%13F-HR/ATimeline
R Squared Ltd300$30.6K0.03%13F-HRTimeline
Sunbelt Securities, Inc.300$30.6K<0.01%+25613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.279$29.2K<0.01%+23513F-HRTimelineGroup
Hemington Wealth Management276$28K0.01%+4513F-HRTimeline
Kohmann Bosshard Financial Services, LLC272$27.8K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC267$27.2K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN250$25.5K<0.01%013F-HRTimeline
Quarry LP243$24.8K<0.01%-51113F-HRTimeline
Kings Path Partners LLC231$23.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC223$22.8K<0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC205$21K<0.01%013F-HRTimeline
Piscataqua Savings Bank204$20.8K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC198$20K<0.01%-113F-HRTimeline
LGT Financial Advisors LLC188$19.2K0.04%013F-HRTimeline
Key Financial Inc187$19.1K<0.01%+10313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC180$18.4K<0.01%+8213F-HRTimelineGroup
Financial Life Planners173$17.7K0.01%13F-HRTimeline
WR Wealth Planners, LLC161$16.4K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC159$16.2K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC159$16.2K0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC154$15.7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC150$15.3K0.01%013F-HRTimeline
Truvestments Capital LLC149$15.2K<0.01%013F-HRTimeline
Red Tortoise LLC147$15K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC143$14.6K<0.01%+313F-HRTimeline
Leonteq Securities AG139$14.2K<0.01%new13F-HRTimeline
EASTERN BANK137$14K<0.01%013F-HRTimeline
SRH ADVISORS, LLC136$13.9K<0.01%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.135$13.8K<0.01%new13F-HRTimelineGroup
Cyrus J. Lawrence, LLC125$12K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115$11.7K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.113$11.5K<0.01%+613F-HRTimelineGroup
Caitlin John, LLC110$11.2K0.01%-14913F-HRTimeline
Whipplewood Advisors, LLC107$10.9K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC104$10.6K<0.01%+413F-HRTimeline
DUNCKER STREETT & CO INC93$9.49K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC90$9.2K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.89$9.08K<0.01%+1413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp88$8.98K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC85$8.67K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC84$8.57K<0.01%013F-HRTimeline
Copia Wealth Management70$7.14K0.01%13F-HRTimeline
Modus Advisors, LLC60$6.12K<0.01%new13F-HRTimeline
CENTRAL TRUST Co57$5.82K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.57$5.82K<0.01%+313F-HRTimeline
Fortitude Family Office, LLC57$5.82K<0.01%013F-HRTimeline
City State Bank54$5.51K<0.01%013F-HRTimeline