BRO Brown & Brown, Inc.

NYSE
$67.98

Brown & Brown, Inc. (BRO) Institutional Ownership

What the institutions did with BRO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
12
filed both this quarter and last
Managers holding
11
-1 on the quarter
Buyers
3
0 opened new
Sellers
6
1 sold out entirely
Buyer share
33.3%
of managers who traded it
Breadth
-33.3
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 351.7K 72.4%
Stonebridge Financial Group, LLC 61.6K 12.7%
PARK NATIONAL CORP /OH/ 42.0K 8.7%
CACTI ASSET MANAGEMENT LLC 21.0K 4.3%
CX Institutional 6.2K 1.3%
MassMutual Private Wealth & Trust, FSB 1.3K 0.3%
Versant Capital Management, Inc 1.3K 0.3%
BURKETT FINANCIAL SERVICES, LLC 200 0.0%
Hickory Point Bank & Trust 155 0.0%
TOMPKINS FINANCIAL CORP 111 0.0%
Planning Strategies Inc. 72 0.0%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 386.0K 351.7K -34.4K
Stonebridge Financial Group, LLC Reduced 65.0K 61.6K -3.4K
BAKER TILLY WEALTH MANAGEMENT, LLC Sold Out 3.2K 0 -3.2K
PARK NATIONAL CORP /OH/ Reduced 44.0K 42.0K -2.0K
CX Institutional Increased 6.1K 6.2K +189
Versant Capital Management, Inc Increased 1.1K 1.3K +126
MassMutual Private Wealth & Trust, FSB Reduced 1.3K 1.3K -35
Planning Strategies Inc. Reduced 86 72 -14
BURKETT FINANCIAL SERVICES, LLC Increased 199 200 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.