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Disclosery

BRO BROWN & BROWN INC

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Stock (common), issuer CIK 79282

896 managers (913 13F filers) reported a position in BRO shares at 2025-03-31, 219,533,789 shares in all. 119 filers opened a position and 82 filers sold out during the quarter.

Managers
896
13F filers
913
New
119
Added
338
Reduced
318
Sold out
82
Shares held by filers
219,533,789

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Centiva Capital, LP3,171$394K0.02%-17,22513F-HRTimeline
OPTIMIZE FINANCIAL INC.3,137$390K0.28%-8413F-HR/ATimeline
Farther Finance Advisors, LLC3,118$387K0.01%+24313F-HRTimeline
BURNEY CO/3,110$387K0.01%+45513F-HRTimeline
Hamilton Capital Partners Inc.3,017$375K0.02%-18613F-HRTimeline
SOMERVILLE KURT F3,000$373K0.06%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,990$372K0.03%-1113F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC2,933$364K0.14%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,925$364K<0.01%-1,00213F-HRTimelineGroup
Operose Advisors LLC2,900$361K0.12%013F-HRTimeline
Wedmont Private Capital3,034$361K0.02%+55913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,890$360K0.01%-6313F-HRTimeline
Mattern Wealth Management LLC2,878$358K0.08%013F-HRTimeline
Cynosure Group, LLC2,867$357K0.05%+113F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,829$352K<0.01%-5,77113F-HRTimeline
NorthCoast Asset Management LLC2,804$349K<0.01%-12513F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,768$344K0.01%+213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,765$344K0.01%-513F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …2,759$343K<0.01%-31,43813F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd2,757$343K0.06%+3713F-HR/ATimelineGroup
Trust Asset Management LLC2,729$339K0.03%+2613F-HRTimeline
V-Square Quantitative Management LLC2,719$338K0.05%-22713F-HRTimeline
EWA, LLC2,710$337K0.13%+213F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC2,731$336K0.01%new13F-HRTimeline
Strategies Wealth Advisors, LLC2,694$335K0.04%new13F-HRTimeline
Net Worth Advisory Group2,689$334K0.11%new13F-HRTimeline
Snowden Capital Advisors LLC2,674$333K0.01%-5913F-HRTimeline
Prescott Group Capital Management, L.L.…2,666$332K0.05%new13F-HRTimeline
George Kaiser Family Foundation2,666$332K0.05%new13F-HRTimeline
Brightwater Advisory LLC2,662$331K0.26%013F-HR/ATimeline
MATHER GROUP, LLC.2,637$328K<0.01%+20913F-HRTimeline
MBB PUBLIC MARKETS I LLC2,634$328K0.04%new13F-HR/ATimeline
Schonfeld Strategic Advisors LLC2,627$327K<0.01%new13F-HRTimeline
Fieldview Capital Management, LLC2,605$324K0.05%new13F-HRTimeline
Clarius Group, LLC2,587$322K0.02%new13F-HRTimeline
Merit Financial Group, LLC2,585$322K<0.01%+59213F-HRTimeline
Wallace Advisory Group, LLC3,140$320K0.22%-1013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC2,570$320K0.04%-9,07613F-HRTimelineGroup
Phillips Wealth Planners LLC2,659$316K0.33%+8813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,534$315K0.01%-1,61313F-HR/ATimelineGroup
NorthRock Partners, LLC2,530$315K0.01%+10313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,499$311K<0.01%-65813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,493$310K0.06%-5013F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC2,470$307K0.06%013F-HRTimeline
Callahan Advisors, LLC2,458$306K0.03%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,443$304K+324Timeline
Longboard Asset Management, LP2,434$303K0.89%013F-HRTimeline
GROUP ONE TRADING LLC2,418$301K0.01%new13F-HRTimeline
Parallel Advisors, LLC2,405$299K0.01%-3013F-HRTimeline
Covenant Partners, LLC2,383$296K0.1%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,380$296K0.13%013F-HRTimeline
First Affirmative Financial Network2,379$296K0.18%-35813F-HRTimeline
MSH Capital Advisors LLC2,374$295K0.09%-16713F-HRTimeline
Tower Wealth Partners, Inc.2,356$293K0.16%+38913F-HRTimeline
BOSTON FAMILY OFFICE LLC2,350$292K0.02%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,335$290K<0.01%-6213F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,327$289K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,314$287K0.02%+2,31213F-HRTimeline
Moloney Securities Asset Management, LLC2,296$286K0.04%013F-HRTimeline
Trinity Financial Advisors LLC2,278$283K0.1%013F-HR/ATimeline
Copperwynd Financial, LLC2,258$281K0.08%-36413F-HRTimeline
Fulton Bank, N.A.2,234$278K0.01%+5013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,555$276K0.02%-24213F-HRTimelineGroup
Capital A Wealth Management, LLC2,218$276K0.29%-14713F-HRTimeline
Tradition Wealth Management, LLC2,203$274K0.02%+213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,188$272K0.05%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,180$272K0.01%13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,167$270K0.01%+1,81913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,164$269K0.02%+13813F-HRTimeline
Smithfield Trust Co2,161$269K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,142$266K0.02%+5013F-HRTimelineGroup
Wealthspire Advisors, LLC2,114$263K<0.01%+2113F-HRTimeline
Douglass Winthrop Advisors, LLC2,100$261K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,052$255K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,049$255K0.01%new13F-HRTimelineGroup
FourThought Financial Partners, LLC2,018$251K0.03%-16413F-HRTimeline
Mechanics Bank Trust Department2,015$251K0.03%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,001$249K<0.01%new13F-HRTimelineGroup
RBF Capital, LLC2,000$249K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC1,984$247K0.08%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,975$246K0.02%-39613F-HRTimelineGroup
VestGen Advisors, LLC1,967$245K0.01%13F-HRTimeline
SPROTT INC.1,960$244K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,957$243K0.01%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI1,952$243K0.01%new13F-HRTimeline
Quotient Wealth Partners, LLC1,940$241K0.01%new13F-HRTimeline
RFP Financial Group LLC1,925$240K0.1%-4513F-HRTimeline
Impact Capital Partners LLC1,910$238K0.09%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,909$237K0.03%-30513F-HRTimeline
FULLCIRCLE WEALTH LLC2,066$237K0.1%+20013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,095$234K0.01%013F-HRTimeline
Baron Wealth Management LLC1,863$232K0.1%new13F-HRTimeline
Hutchens & Kramer Investment Management…1,862$232K0.13%new13F-HRTimeline
ORG Partners LLC1,863$231K0.06%-47413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,849$230K<0.01%-1,82113F-HRTimelineGroup
IFC Advisors LLC1,838$229K0.05%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,829$228K0.08%new13F-HR/ATimeline
MAI Capital Management1,807$225K<0.01%+50813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,801$224K0.01%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,797$224K0.16%new13F-HRTimeline
Western Wealth Management, LLC1,794$223K0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC1,794$223K0.02%new13F-HRTimeline
Portfolio Design Labs, LLC1,788$222K0.05%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,763$219K0.02%new13F-HRTimeline
Moss Adams Wealth Advisors LLC1,753$218K0.02%new13F-HRTimeline
Schechter Investment Advisors, LLC1,747$217K0.02%-90013F-HRTimeline
SIGNATUREFD, LLC1,740$216K<0.01%-7213F-HRTimeline
Trust Investment Advisors1,719$214K0.14%new13F-HRTimeline
Atlatl Advisers LLC1,701$212K0.14%-1513F-HRTimeline
Texas Yale Capital Corp.1,690$210K0.01%new13F-HRTimeline
Ipswich Investment Management Co., Inc.1,690$210K0.05%new13F-HRTimeline
Red Door Wealth Management, LLC1,684$209K0.03%new13F-HRTimeline
Legacy Wealth Management, LLC / MS1,640$204K0.07%new13F-HRTimeline
Quantum Portfolio Management LLC1,637$204K0.1%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,632$203K0.05%new13F-HRTimeline
AMG National Trust Bank1,626$202K0.01%new13F-HRTimeline
MANCHESTER FINANCIAL INC1,625$202K0.05%new13F-HRTimeline
HOWE & RUSLING INC1,610$200K0.02%new13F-HRTimeline
First Horizon Advisors, Inc.1,535$191K0.01%+21413F-HRTimeline
eCIO, Inc.1,478$184K0.06%13F-HRTimeline
Larson Financial Group LLC1,415$176K0.01%+1,09413F-HRTimeline
TRUST CO OF VERMONT1,401$174K0.01%013F-HRTimeline
Promus Capital, LLC1,323$165K0.12%013F-HR/ATimeline
CoreCap Advisors, LLC1,267$158K0.01%-7,32713F-HRTimeline
GeoWealth Management, LLC1,206$150K0.01%-89713F-HRTimeline
State of Wyoming1,182$147K0.02%+21813F-HRTimeline
MONTAG A & ASSOCIATES INC1,177$146K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,170$146K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,141$142K<0.01%-213F-HRTimelineGroup
Private Wealth Asset Management, LLC1,134$141K0.02%13F-HRTimeline
Sound Income Strategies, LLC1,101$137K0.01%+213F-HRTimeline
Brooklyn Investment Group1,052$131K0.03%+60813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,001$125K<0.01%-12713F-HRTimelineGroup
Blue Trust, Inc.1,002$125K<0.01%+10513F-HRTimeline
Glen Eagle Advisors, LLC1,000$124K0.02%013F-HRTimeline
Park Place Capital Corp957$119K0.03%013F-HRTimeline
Covestor Ltd937$117K0.08%+10513F-HRTimeline
Allworth Financial LP960$113K<0.01%+25713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…864$107K0.05%+1413F-HRTimeline
Acropolis Investment Management, LLC847$105K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…822$102K0.01%+33213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.809$101K<0.01%+53013F-HRTimelineGroup
Orion Capital Management LLC807$100K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB777$96.7K<0.01%-1413F-HRTimeline
Parkside Financial Bank & Trust774$96.3K0.01%-313F-HRTimeline
Quent Capital, LLC771$96K0.01%+8413F-HRTimeline
Smartleaf Asset Management LLC748$92K0.01%-6313F-HRTimeline
Versant Capital Management, Inc732$91.1K0.02%+31913F-HRTimeline
MassMutual Private Wealth & Trust, FSB714$88.8K<0.01%+413F-HRTimeline
Cromwell Holdings LLC713$88.7K0.06%+1413F-HRTimeline
Wayfinding Financial, LLC715$88K0.04%new13F-HRTimeline
Caldwell Trust Co676$84.1K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.668$83.1K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…668$83.1K0.05%new13F-HRTimeline
Crews Bank & Trust655$81.5K0.01%013F-HRTimeline
Darwin Wealth Management, LLC769$78.5K0.03%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC678$76K0.05%-20313F-HRTimeline
GPS Wealth Strategies Group, LLC589$73.3K0.01%013F-HRTimeline
Cheviot Value Management, LLC600$66.2K0.01%new13F-HRTimeline
Continuum Advisory, LLC527$65.6K0.01%-9813F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…533$65.5K<0.01%new13F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV515$64K0.02%+913F-HRTimeline
Asset Dedication, LLC506$62.9K0.01%013F-HRTimeline
Arax Advisory Partners504$62.7K<0.01%-1,42713F-HRTimeline
PSI Advisors, LLC498$62K0.02%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC487$60.6K<0.01%+5313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors466$58K0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.454$56.5K<0.01%+9613F-HRTimeline
Hexagon Capital Partners LLC453$56.4K0.01%+14213F-HRTimeline
Intelligent Financial Strategies445$55.4K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division442$55K0.01%-9313F-HRTimeline
First PREMIER Bank424$53K0.01%013F-HRTimeline
GW&K Investment Management, LLC419$52K<0.01%+21413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…410$51K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC399$49.6K<0.01%013F-HRTimeline
TFC Financial Management, Inc.386$48K0.01%013F-HRTimeline
Garde Capital, Inc.371$46.2K<0.01%new13F-HRTimeline
Alaska Permanent Fund Corp412$45.6K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…362$45K<0.01%13F-HRTimeline
Lindbrook Capital, LLC346$43K<0.01%-313F-HRTimeline
Hemington Wealth Management343$42K0.01%+6713F-HRTimeline
SIMPLEX TRADING, LLC333$41K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC400$40.8K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC313$38.9K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.300$37.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp254$31.6K<0.01%+16613F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS250$31.1K0.01%new13F-HRTimeline
Kings Path Partners LLC231$28.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC223$27.7K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC218$27K<0.01%+2013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC215$26.7K<0.01%+3513F-HRTimelineGroup
Bares Capital Management, Inc.213$26.5K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.206$25.6K0.02%new13F-HRTimeline
Piscataqua Savings Bank204$25.4K0.02%013F-HRTimeline
Key Financial Inc187$23.3K0.01%013F-HRTimeline
EASTERN BANK165$20.5K<0.01%+2813F-HRTimeline
JFS WEALTH ADVISORS, LLC154$19.2K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC150$18.7K0.01%013F-HRTimeline
Truvestments Capital LLC149$18.5K<0.01%013F-HRTimeline
Red Tortoise LLC147$18.3K0.01%013F-HRTimeline