Who Owns Brown & Brown Inc (BRO)? -- Institutional Holders (2026-06-30)

26 institutions reported holding $62.9M of Brown & Brown Inc (BRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($24.8M), Assenagon Asset Management S.A. ($18.5M), Czech National Bank ($5.3M), PensionDanmark Pensionsforsikringsaktieselskab ($5.0M), Stonebridge Financial Group, LLC ($4.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONFLUENCE INVESTMENT MANAGEMENT LLC$24.8M386,030Trimmed
2Assenagon Asset Management S.A.$18.5M289,013Added
3Czech National Bank$5.3M82,971Added
4PensionDanmark Pensionsforsikringsaktieselskab$5.0M78,380New
5Stonebridge Financial Group, LLC$4.2M65,038Added
6CACTI ASSET MANAGEMENT LLC$1.3M21,000Hold
7Balefire, LLC$608,6559,488Added
8Financial Enhancement Group LLC$559,9658,729Trimmed
9GAMMA Investing LLC$498,0077,763Added
10Hennion & Walsh Asset Management, Inc.$407,1606,347Trimmed
11CX Institutional$388,0006,053Trimmed
12SFM, LLC$309,8094,829Trimmed
13TRUST POINT INC.$275,5884,296Trimmed
14Somerset Trust Co$235,6873,674Trimmed
15Valeo Financial Advisors, LLC$201,0433,134New
16MassMutual Private Wealth & Trust, FSB$84,3571,315Added
17Versant Capital Management, Inc$72,2331,126Added
18CoreCap Advisors, LLC$53,993842Trimmed
19Beaird Harris Wealth Management, LLC$25,596399Hold
20THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$25,208393Trimmed
21ELEVATION WEALTH PARTNERS, LLC$14,434225Trimmed
22BURKETT FINANCIAL SERVICES, LLC$12,802199New
23Arlington Trust Co LLC$2574Hold
243 FACTOR INDEXING, LLC$00Exited
25EASTERN BANK$00Exited

Source: SEC Form 13F filings · as of 2026-06-30