Filing Research | BRO - Brown & Brown, Inc. Institutional Holdings

Snapshot holdings

50 / 185 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	2.2MSH	$143.9M
2	Vest Financial, LLC	Shares	704.3KSH	$45.2M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	386.0KSH	$24.8M
4	PhiloSmith Capital Corp	Shares	376.3KSH	$24.1M
5	Assenagon Asset Management S.A.	Shares	289.0KSH	$18.5M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	284.3KSH	$18.2M
7	MATTERN CAPITAL MANAGEMENT, LLC	Shares	169.9KSH	$10.9M
8	Hi-Line Capital Management, LLC	Shares	165.3KSH	$10.6M
9	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	163.3KSH	$10.5M
10	River Road Asset Management, LLC	Shares	158.2KSH	$10.2M
11	Courant Investment Management LLC	Shares	116.4KSH	$7.5M
12	GHP Investment Advisors, Inc.	Shares	109.7KSH	$7.0M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	104.7KSH	$6.7M
14	SPRING CAPITAL MANAGEMENT, LLC	Shares	103.8KSH	$6.7M
15	Apollon Wealth Management, LLC	Shares	97.9KSH	$6.3M
16	BENJAMIN EDWARDS INC	Shares	95.5KSH	$6.1M
17	FIRST MERCHANTS CORP	Shares	88.4KSH	$5.7M
18	Boston Trust Walden Corp	Shares	85.9KSH	$5.5M
19	Mirae Asset Global Investments Co., Ltd.	Shares	85.4KSH	$5.5M
20	Czech National Bank	Shares	83.0KSH	$5.3M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	78.4KSH	$5.0M
22	Stonebridge Financial Group, LLC	Shares	65.0KSH	$4.2M
23	Triad Investment Management	Shares	64.6KSH	$4.1M
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	64.4KSH	$4.1M
25	IFM Investors Pty Ltd	Shares	46.4KSH	$3.0M
26	Police & Firemen's Retirement System of New Jersey	Shares	44.0KSH	$2.8M
27	PARK NATIONAL CORP /OH/	Shares	44.0KSH	$2.8M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.4KSH	$2.8M
29	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	42.8KSH	$2.7M
30	Davidson Kahn Capital Management, LLC	Shares	41.7KSH	$2.7M
31	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	41.1KSH	$2.6M
32	Poehling Capital Management, INC.	Shares	39.2KSH	$2.5M
33	Legacy Financial Strategies, LLC	Shares	32.5KSH	$2.1M
34	Wedmont Private Capital	Shares	28.7KSH	$1.9M
35	Avanza Fonder AB	Shares	30.1KSH	$1.9M
36	Elser Financial Planning, Inc	Shares	29.5KSH	$1.9M
37	Pictet North America Advisors SA	Shares	26.4KSH	$1.7M
38	Jones Kertz & Associates, Inc.	Shares	24.1KSH	$1.5M
39	SALEM INVESTMENT COUNSELORS INC	Shares	24.0KSH	$1.5M
40	Prospera Financial Services Inc	Shares	22.9KSH	$1.5M
41	CACTI ASSET MANAGEMENT LLC	Shares	21.0KSH	$1.3M
42	Diversified Trust Co	Shares	18.9KSH	$1.2M
43	MIZUHO SECURITIES USA LLC	Shares	17.7KSH	$1.2M
44	ABN AMRO INVESTMENT SOLUTIONS	Shares	17.6KSH	$1.1M
45	Cyndeo Wealth Partners, LLC	Shares	16.8KSH	$1.1M
46	HARTFORD INVESTMENT MANAGEMENT CO	Shares	16.0KSH	$1.0M
47	Blackhawk Capital Partners, LLC	Shares	15.9KSH	$1.0M
48	Louisiana State Employees Retirement System	Shares	14.9KSH	$955.8K
49	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.8KSH	$952.6K
50	CATHY PARETO & ASSOCIATES, INC	Shares	12.7KSH	$815.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 218 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+284.7K	+$18.3M	$18.5M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+152.2K	+$9.6M	$18.2M
3	Apollon Wealth Management, LLC added	Shares	+92.6K	+$5.9M	$6.3M
4	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+52.0K	+$3.2M	$10.5M
5	Hi-Line Capital Management, LLC added	Shares	+52.0K	+$3.2M	$10.6M
6	Poehling Capital Management, INC. new	Shares	+39.2K	+$2.5M	$2.5M
7	BENJAMIN EDWARDS INC added	Shares	+35.9K	+$2.2M	$6.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+28.6K	+$2.0M	$2.8M
9	Wedmont Private Capital new	Shares	+28.7K	+$1.9M	$1.9M
10	Vest Financial, LLC added	Shares	+41.0K	+$1.9M	$45.2M
11	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+27.2K	+$1.6M	$10.9M
12	PhiloSmith Capital Corp added	Shares	+28.8K	+$1.5M	$24.1M
13	Blackhawk Capital Partners, LLC new	Shares	+15.9K	+$1.0M	$1.0M
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+11.6K	+$663.7K	$5.5M
15	Fideuram Asset Management (Ireland) dac new	Shares	+10.6K	+$638.6K	$638.6K
16	Sivia Capital Partners, LLC new	Shares	+9.9K	+$633.9K	$633.9K
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+9.1K	+$578.3K	$952.6K
18	Merit Financial Group, LLC added	Shares	+7.9K	+$506.3K	$712.0K
19	Curated Wealth Partners LLC new	Shares	+500.7K	+$498.2K	$498.2K
20	Diversified Trust Co added	Shares	+7.4K	+$459.8K	$1.2M
21	Stonebridge Financial Group, LLC added	Shares	+7.6K	+$426.5K	$4.2M
22	J.W. COLE ADVISORS, INC. new	Shares	+6.6K	+$420.4K	$420.4K
23	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+7.7K	+$419.0K	$5.0M
24	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+5.7K	+$366.8K	$366.8K
25	WADDELL & ASSOCIATES, LLC new	Shares	+4.9K	+$314.7K	$314.7K
26	Lewis Asset Management, LLC new	Shares	+4.3K	+$276.2K	$276.2K
27	EWA, LLC new	Shares	+4.3K	+$276.0K	$276.0K
28	SIGNATUREFD, LLC added	Shares	+4.3K	+$269.4K	$596.3K
29	CWA Asset Management Group, LLC new	Shares	+3.3K	+$212.7K	$212.7K
30	BAKER TILLY WEALTH MANAGEMENT, LLC new	Shares	+3.2K	+$206.5K	$206.5K
31	Trust Asset Management LLC new	Shares	+3.2K	+$204.7K	$204.7K
32	Valeo Financial Advisors, LLC new	Shares	+3.1K	+$201.0K	$201.0K
33	Xcel Wealth Management, LLC added	Shares	+2.9K	+$177.8K	$623.4K
34	Tema ETFs LLC added	Shares	+2.1K	+$127.1K	$407.6K
35	Czech National Bank added	Shares	+3.2K	+$123.3K	$5.3M
36	Balefire, LLC added	Shares	+1.8K	+$108.6K	$608.7K
37	GAMMA Investing LLC added	Shares	+1.2K	+$72.7K	$498.0K
38	Owl Creek Wealth Partners LLC added	Shares	+1.1K	+$71.9K	$108.9K
39	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$64.6K	$811.9K
40	SPRING CAPITAL MANAGEMENT, LLC added	Shares	+2.6K	+$57.5K	$6.7M
41	Versant Capital Management, Inc added	Shares	+881	+$56.3K	$72.2K
42	Global X Japan Co., Ltd. added	Shares	+859	+$46.9K	$549.1K
43	Revisor Wealth Management LLC added	Shares	+867	+$39.4K	$410.2K
44	SJS Investment Consulting Inc. added	Shares	+575	+$36.7K	$45.2K
45	Generali Investments, Management Co LLC added	Shares	+542	+$34.2K	$69.5K
46	LRI Investments, LLC added	Shares	+510	+$32.7K	$34.2K
47	STEPH & CO added	Shares	+476	+$29.1K	$114.8K
48	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-100	+$25.7K	$539.8K
49	Radnor Capital Management, LLC added	Shares	+540	+$24.3K	$660.7K
50	Ballentine Partners, LLC added	Shares	+409	+$22.3K	$264.2K

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