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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
Financial Network Wealth Advisors LLC146$18.2K0.02%+12713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.142$17.7K<0.01%+2913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC141$17.5K<0.01%-213F-HRTimeline
SRH ADVISORS, LLC136$16.9K0.01%013F-HRTimeline
Rise Advisors, LLC129$16K0.01%-3013F-HRTimeline
Accredited Wealth Management, LLC124$15.4K0.01%new13F-HRTimeline
CITY HOLDING CO122$15.2K<0.01%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.122$15K<0.01%-1313F-HRTimelineGroup
NewSquare Capital LLC116$14.4K<0.01%+11413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115$14.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV114$14.2K<0.01%+9513F-HRTimeline
Whipplewood Advisors, LLC195$13.3K0.01%+8813F-HRTimeline
Millstone Evans Group, LLC102$12.7K0.01%+6213F-HRTimeline
HHM Wealth Advisors, LLC100$12.4K<0.01%-413F-HRTimeline
Saudi Central Bank96$11.9K0.06%new13F-HRTimeline
DUNCKER STREETT & CO INC93$11.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.92$11.4K<0.01%+313F-HRTimeline
SIERRA OCEAN, LLC90$11.2K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.88$10.9K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC85$10.6K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC84$10.4K0.01%013F-HRTimeline
Park Square Financial Group, LLC72$8.96K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.36$8.96K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Copia Wealth Management70$8.71K0.01%013F-HRTimeline
Hughes Financial Services, LLC70$8.69K<0.01%new13F-HRTimeline
Transce3nd, LLC69$8.58K<0.01%+2213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC67$8.34K<0.01%-20013F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.64$7.96K<0.01%+6113F-HRTimelineGroup
Leonteq Securities AG59$7.34K<0.01%-8013F-HRTimeline
CENTRAL TRUST Co57$7.09K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.57$7.09K<0.01%013F-HRTimeline
Fortitude Family Office, LLC57$7.09K<0.01%013F-HRTimeline
City State Bank54$6.72K<0.01%013F-HRTimeline
CVA Family Office, LLC52$6.47K<0.01%+4613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC49$6.09K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.48$5.97K<0.01%013F-HRTimeline
Activest Wealth Management48$5.97K<0.01%+4713F-HRTimeline
AdvisorNet Financial, Inc47$5.85K<0.01%+4013F-HRTimeline
Prestige Wealth Management Group LLC46$5.72K<0.01%013F-HR/ATimeline
JDM Financial Group LLC45$5.6K<0.01%013F-HRTimeline
First Pacific Financial44$5.47K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.44$5.47K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC41$5.1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc42$5K<0.01%new13F-HRTimeline
Abound Wealth Management39$4.85K<0.01%013F-HRTimeline
Sandy Spring Bank38$4.73K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.38$4.73K<0.01%013F-HRTimeline
Sachetta, LLC38$4.73K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.35$4.35K<0.01%+2113F-HRTimeline
Tortoise Investment Management, LLC33$4.11K<0.01%013F-HR/ATimeline
Avion Wealth45$4K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.31$3.86K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$3.86K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$3.55K<0.01%+1113F-HRTimeline
Bruce G. Allen Investments, LLC27$3.36K<0.01%013F-HRTimeline
Global Financial Private Client, LLC26$3.23K<0.01%+1813F-HRTimeline
SITTNER & NELSON, LLC25$3.11K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC24$2.99K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.23$2.86K<0.01%new13F-HRTimeline
LRI Investments, LLC23$2.86K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc20$2.49K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST19$2.36K<0.01%new13F-HRTimeline
Dunhill Financial, LLC17$2.17K<0.01%-1113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.17$2.12K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC16$1.99K<0.01%+113F-HRTimeline
Dogwood Wealth Management LLC16$1.99K<0.01%new13F-HRTimeline
DT Investment Partners, LLC15$1.87K<0.01%013F-HRTimeline
True Wealth Design, LLC15$1.87K<0.01%new13F-HRTimeline
Greenline Partners, LLC14$1.74K<0.01%new13F-HRTimeline
Clark Wealth Partners13$1.62K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC12$1.49K<0.01%new13F-HR/ATimeline
Riggs Asset Managment Co. Inc.11$1.37K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$1.24K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC15$1K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC8$996<0.01%new13F-HRTimeline
Bare Financial Services, Inc8$995<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC8$995<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC8$933<0.01%+313F-HRTimeline
WINNACLE WEALTH LLC8$879<0.01%+313F-HRTimeline
WestEnd Advisors, LLC7$871<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC7$870<0.01%new13F-HRTimeline
Clearstead Advisors, LLC6$747<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.6$746<0.01%013F-HRTimeline
NVWM, LLC5$622<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5$622<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC4$498<0.01%new13F-HR/ATimeline
Rialto Wealth Management, LLC4$498<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$498<0.01%13F-HRTimeline
GoalVest Advisory LLC3$373<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2$249<0.01%new13F-HRTimeline
American Capital Advisory, LLC2$249<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$124<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,10313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd335$112+4113F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
CURIO WEALTH, LLC1$122K-1,19913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.