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Disclosery

BRO BROWN & BROWN INC

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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
Wallace Advisory Group, LLC3,414$425K0.31%+27413F-HRTimeline
Outlook Wealth Advisors, LLC3,827$424K0.11%-6813F-HRTimeline
Mutual Advisors, LLC4,091$423K0.01%-9913F-HRTimeline
River Wealth Advisors LLC3,814$423K0.05%013F-HRTimeline
HighPoint Advisor Group LLC3,791$420K0.02%-47913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,787$420K0.14%+85413F-HR/ATimeline
V-Square Quantitative Management LLC3,776$419K0.06%+1,05713F-HRTimeline
Prescott Group Capital Management, L.L.…3,768$418K0.05%+1,10213F-HRTimeline
George Kaiser Family Foundation3,768$418K0.06%+1,10213F-HRTimeline
PROFUND ADVISORS LLC3,767$418K0.02%+37813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding3,728$413K+392Timeline
BRIGHTON SECURITIES CORP.3,675$407K0.22%-1,75513F-HRTimeline
Ballentine Partners, LLC3,672$407K0.01%+2413F-HRTimeline
INTRUST BANK NA3,613$401K0.04%+24113F-HRTimeline
UNIQUE WEALTH, LLC3,565$395K0.06%-1,60113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,561$395K<0.01%+63613F-HRTimelineGroup
W.H. Cornerstone Investments Inc.3,561$395K0.25%+513F-HRTimeline
Cynosure Group, LLC3,556$394K0.04%+68913F-HRTimeline
CWC Advisors, LLC.3,542$393K0.2%new13F-HRTimeline
Procyon Advisors, LLC3,537$392K0.04%-19,86713F-HRTimeline
Checchi Capital Advisers, LLC3,508$389K0.03%+4113F-HRTimeline
CWA Asset Management Group, LLC3,500$388K0.02%+19313F-HRTimeline
Global Retirement Partners, LLC3,447$382K0.01%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,443$382K0.01%-21013F-HRTimeline
Canada Post Corp Registered Pension Plan3,410$378K0.02%new13F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC3,400$377K<0.01%new13F-HRTimeline
Kathmere Capital Management, LLC3,374$374K0.03%+913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,365$373K<0.01%-13313F-HRTimelineGroup
Graypoint LLC3,348$371K0.02%+14013F-HRTimeline
Stonebridge Capital Advisors LLC3,307$367K0.03%-2313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,304$366K<0.01%+2,81713F-HRTimeline
Brendel Financial Advisors LLC3,278$363K0.2%-30,83613F-HRTimeline
Anchor Investment Management, LLC3,251$360K0.03%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,198$355K0.13%-3,19513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,186$353K0.03%-2,06813F-HRTimeline
Legacy Wealth Asset Management, LLC3,119$346K0.09%-55113F-HRTimeline
OPTIMIZE FINANCIAL INC.3,115$345K0.21%-2213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,088$342K0.03%+9813F-HRTimeline
Frank, Rimerman Advisors LLC3,049$338K0.02%-49713F-HRTimeline
BURNEY CO/2,985$331K0.01%-12513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,973$330K0.02%-6,02213F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT2,975$330K0.08%-74913F-HRTimeline
R Squared Ltd2,948$327K0.18%new13F-HRTimeline
Farther Finance Advisors, LLC2,942$326K0.01%-17613F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…2,931$325K<0.01%new13F-HR/ATimelineGroup
Sepio Capital, LP2,920$324K0.02%-8,66213F-HRTimeline
Operose Advisors LLC2,900$322K0.09%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,884$320K+441Timeline
Quantum Portfolio Management LLC2,884$320K0.15%+1,24713F-HRTimeline
Mattern Wealth Management LLC2,878$319K0.07%013F-HRTimeline
Triangle Securities Wealth Management2,861$317K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Net Worth Advisory Group2,804$311K0.07%+11513F-HRTimeline
Argent Trust Co2,794$310K0.01%-1,14613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,792$310K0.01%-19,94113F-HRTimelineGroup
OneDigital Investment Advisors LLC2,786$309K<0.01%new13F-HRTimeline
SOMERVILLE KURT F2,750$305K0.05%-25013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,736$304K0.05%+24313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,738$304K0.01%+68613F-HRTimeline
Merit Financial Group, LLC2,735$303K<0.01%+15013F-HRTimeline
Trust Asset Management LLC2,729$303K0.02%013F-HRTimeline
EWA, LLC2,727$302K0.1%+1713F-HRTimeline
Otter Creek Advisors, LLC2,671$296K0.22%-12,71613F-HRTimeline
Phillips Wealth Planners LLC2,745$294K0.27%+8613F-HRTimeline
Wedmont Private Capital2,713$293K0.01%-32113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,630$292K<0.01%+29513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,612$290K0.01%-15613F-HRTimelineGroup
Clarius Group, LLC2,580$286K0.02%-713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,565$284K<0.01%new13F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC2,561$284K0.03%-913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC2,523$280K<0.01%+2413F-HRTimeline
Parallel Advisors, LLC2,508$278K0.01%+10313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,501$277K0.02%+35913F-HRTimelineGroup
MATHER GROUP, LLC.2,496$277K<0.01%-14113F-HRTimeline
AXQ CAPITAL, LP2,469$274K0.09%new13F-HRTimeline
Tower Wealth Partners, Inc.2,464$273K0.16%+10813F-HRTimeline
Callahan Advisors, LLC2,458$273K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC2,455$272K<0.01%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,430$269K0.02%+8013F-HRTimeline
NorthRock Partners, LLC2,421$268K0.01%-10913F-HR/ATimeline
Catalyst Funds Management Pty Ltd2,400$266K0.07%new13F-HRTimeline
Copperwynd Financial, LLC2,394$265K0.07%+13613F-HRTimeline
Covenant Partners, LLC2,383$264K0.08%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,380$264K0.11%013F-HRTimeline
MSH Capital Advisors LLC2,378$264K0.08%+413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,375$263K0.01%+32613F-HRTimelineGroup
Wealthspire Advisors, LLC2,374$263K<0.01%+26013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,343$260K-414Timeline
Corton Capital Inc.2,337$259K0.3%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,327$258K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,314$256K0.02%013F-HRTimeline
Moloney Securities Asset Management, LLC2,296$255K0.03%013F-HRTimeline
First Affirmative Financial Network2,293$254K0.13%-8613F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,284$253K0.05%-18613F-HRTimeline
Trinity Financial Advisors LLC2,278$253K0.08%013F-HRTimeline
Fulton Bank, N.A.2,265$251K0.01%+3113F-HRTimeline
Voleon Capital Management LP2,259$250K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.2,239$248K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,215$246K0.01%+4813F-HRTimeline
Hamilton Capital Partners Inc.2,213$245K0.01%-80413F-HRTimeline
Tradition Wealth Management, LLC2,212$245K0.02%+913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,188$243K0.03%013F-HRTimeline
MBB PUBLIC MARKETS I LLC2,147$238K0.03%-48713F-HRTimeline
Smithfield Trust Co2,149$238K0.01%-1213F-HRTimeline
Quotient Wealth Partners, LLC2,115$234K0.01%+17513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,110$234K<0.01%+10913F-HRTimelineGroup
WOLVERINE TRADING, LLC2,133$234K0.01%new13F-HRTimeline
Douglass Winthrop Advisors, LLC2,100$233K<0.01%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,095$232K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,093$232K0.02%-7113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,062$229K0.1%-1,67713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,026$225K0.01%-15413F-HRTimelineGroup
Insight Wealth Strategies, LLC2,056$224K0.03%-34,46813F-HRTimeline
Mechanics Bank Trust Department2,015$223K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,005$222K0.02%13F-HRTimeline
RBF Capital, LLC2,000$222K0.01%013F-HRTimeline
DRW Securities, LLC1,995$221K0.02%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,984$220K0.07%013F-HRTimeline
Impact Capital Partners LLC1,982$220K0.07%+7213F-HRTimeline
MAI Capital Management1,968$218K<0.01%+16113F-HRTimeline
ORG Partners LLC1,995$218K0.05%+13213F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI1,952$217K<0.01%013F-HRTimeline
World Investment Advisors1,954$217K<0.01%new13F-HRTimeline
NorthCoast Asset Management LLC1,946$216K<0.01%-85813F-HRTimeline
BARR E S & CO1,937$215K0.01%new13F-HRTimeline
FourThought Financial Partners, LLC1,932$214K0.02%-8613F-HRTimeline
RFP Financial Group LLC1,925$213K0.09%013F-HRTimeline
FULLCIRCLE WEALTH LLC2,294$213K0.08%+22813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,909$212K0.02%013F-HRTimeline
Western Wealth Management, LLC1,902$211K0.01%+10813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,849$205K<0.01%013F-HRTimelineGroup
STEPH & CO1,818$202K0.07%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,801$200K0.01%013F-HR/ATimeline
Gitterman Wealth Management, LLC1,798$199K0.05%new13F-HRTimeline
SIGNATUREFD, LLC1,792$199K<0.01%+5213F-HRTimeline
GeoWealth Management, LLC1,689$187K0.01%+48313F-HRTimeline
First Horizon Advisors, Inc.1,495$166K<0.01%-4013F-HRTimeline
TRUST CO OF VERMONT1,401$155K0.01%013F-HRTimeline
Larson Financial Group LLC1,353$150K0.01%-6213F-HRTimeline
Promus Capital, LLC1,323$147K0.1%013F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,326$146K<0.01%-19,51613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,210$134K<0.01%+1,11813F-HRTimeline
CURIO WEALTH, LLC1,200$133K0.06%+1,19913F-HRTimeline
MONTAG A & ASSOCIATES INC1,177$130K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,176$130K0.04%+613F-HRTimeline
Private Wealth Asset Management, LLC1,134$126K0.02%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,075$119K<0.01%+7413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,045$116K0.01%+22313F-HRTimelineGroup
Glen Eagle Advisors, LLC1,000$111K0.02%013F-HRTimeline
MASECO LLP979$109K<0.01%13F-HRTimeline
Headlands Technologies LLC902$100K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB890$98.7K<0.01%+17613F-HRTimeline
Blue Trust, Inc.868$96.2K<0.01%-13413F-HRTimeline
MUFG Securities EMEA plc828$91.8K<0.01%new13F-HR/ATimeline
Orion Capital Management LLC807$89.5K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…799$88.5K0.03%-6513F-HRTimeline
Parkside Financial Bank & Trust783$86.8K0.01%+913F-HRTimeline
Wilmington Savings Fund Society, FSB779$86.4K<0.01%+213F-HRTimeline
Park Place Capital Corp776$84.5K0.02%-18113F-HRTimeline
Versant Capital Management, Inc735$81.5K0.01%+313F-HRTimeline
Cromwell Holdings LLC723$80.2K0.05%+1013F-HRTimeline
Covestor Ltd677$75K0.04%-26013F-HRTimeline
Caldwell Trust Co676$74.9K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.668$74.1K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…668$74.1K0.04%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC678$73K0.04%013F-HRTimeline
Crews Bank & Trust655$72.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC623$69.1K<0.01%+40813F-HRTimelineGroup
EASTERN BANK618$68.5K<0.01%+45313F-HRTimeline
CYBER HORNET ETFs LLC617$68K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC589$65.3K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.551$60K<0.01%-15,23813F-HRTimeline
Generali Investments, Management Co LLC542$60K0.01%new13F-HRTimeline
Arax Advisory Partners507$59.1K<0.01%+313F-HRTimeline
Smartleaf Asset Management LLC537$58.8K0.01%-21113F-HRTimeline
Asset Dedication, LLC525$58.2K<0.01%+1913F-HRTimeline
PRIVATE TRUST CO NA524$58.1K0.01%-3,07113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV515$57K0.02%013F-HRTimeline
Cheviot Value Management, LLC600$56.2K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division470$52.1K0.01%+2813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors466$51.7K0.01%013F-HRTimelineGroup
HORIZON BANCORP INC /IN/454$50K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Intelligent Financial Strategies445$49.3K0.03%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …446$49K<0.01%new13F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC436$48.3K<0.01%+12313F-HRTimeline
First PREMIER Bank424$47K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…410$45.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC400$44.3K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC399$44.2K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.396$43.9K<0.01%-41313F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…400$43.4K<0.01%-13313F-HRTimelineGroup
TFC Financial Management, Inc.387$42.9K0.01%+113F-HRTimeline
Garde Capital, Inc.371$41.1K<0.01%013F-HRTimeline
Hemington Wealth Management366$40K0.01%+2313F-HRTimeline
Leonteq Securities AG344$38.1K<0.01%+28513F-HRTimeline
SBI Securities Co., Ltd.344$38.1K<0.01%-11013F-HRTimeline
Bruce G. Allen Investments, LLC332$36.8K0.03%+30513F-HRTimeline
Sunbelt Securities, Inc.300$30.6K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC270$30K0.01%-49913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC267$29.6K<0.01%+20013F-HRTimelineGroup
Bares Capital Management, Inc.259$28.7K<0.01%+4613F-HRTimeline