BROWN & BROWN, INC. (BRO) — Institutional Holders, Q2 2026 (page 6)
814 institutional investment managers reported a BRO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BRO 13F holders ranked 501–600 of 814
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | MIRABELLA FINANCIAL SERVICES LLP#501 · 6,176 sh | 6,176 | $396.2K | 0.04% | +14.5% |
| 502 | Fisher Asset Management#502 · 6,173 sh | 6,173 | $396.0K | <0.01% | +99.3% |
| 503 | American National Bank of Texas#503 · 6,101 sh | 6,101 | $391.4K | — | +13.7% |
| 504 | Vontobel Holding Ltd.#504 · 6,060 sh | 6,060 | $388.7K | — | +4.4% |
| 505 | CX Institutional#505 · 6,053 sh | 6,053 | $388.0K | — | -25.1% |
| 506 | WealthPLAN Partners#506 · 6,035 sh | 6,035 | $387.2K | — | -69.8% |
| 507 | RWA WEALTH PARTNERS#507 · 5,944 sh | 5,944 | $381.3K | <0.01% | 0.0% |
| 508 | OSSIAM#508 · 5,922 sh | 5,922 | $379.9K | <0.01% | New |
| 509 | Krilogy Financial#509 · 5,831 sh | 5,831 | $374.1K | — | New |
| 510 | Waverly Advisors#510 · 5,816 sh | 5,816 | $373.1K | <0.01% | -4.6% |
| 511 | Facet Wealth#511 · 5,777 sh | 5,777 | $370.6K | <0.01% | New |
| 512 | Groupe la Francaise#512 · 5,751 sh | 5,751 | $368.9K | <0.01% | New |
| 513 | Tower Research Capital (TRC)#513 · 5,747 sh | 5,747 | $368.7K | <0.01% | -59.8% |
| 514 | DRIVE WEALTH MANAGEMENT#514 · 5,718 sh | 5,718 | $366.8K | 0.07% | New |
| 515 | PRELUDE CAPITAL MANAGEMENT#515 · 5,689 sh | 5,689 | $364.9K | 0.03% | New |
| 516 | Osmosis Investment Management UK Ltd#516 · 5,606 sh | 5,606 | $359.6K | 0.02% | -50.2% |
| 517 | RITHOLTZ WEALTH MANAGEMENT#517 · 5,577 sh | 5,577 | $357.8K | <0.01% | -11.0% |
| 518 | Headlands Technologies#518 · 5,531 sh | 5,531 | $354.8K | 0.04% | New |
| 519 | Serenity Investment Advisors#519 · 4,824 sh | 4,824 | $347.7K | 0.15% | -0.6% |
| 520 | Fidelis Capital Partners#520 · 5,361 sh | 5,361 | $343.9K | 0.02% | +5.0% |
| 521 | EVOLVE PRIVATE WEALTH#521 · 5,270 sh | 5,270 | $338.1K | 0.02% | -7.0% |
| 522 | Proficio Capital Partners#522 · 5,230 sh | 5,230 | $335.5K | 0.01% | -42.0% |
| 523 | Bullock Wealth Management Group#523 · 4,947 sh | 4,947 | $333.2K | — | -2.2% |
| 524 | STRATEGY ASSET MANAGERS#524 · 5,177 sh | 5,177 | $332.1K | — | +16.3% |
| 525 | Vestcor#525 · 5,183 sh | 5,183 | $332.0K | <0.01% | 0.0% |
| 526 | CHILTON INVESTMENT#526 · 5,137 sh | 5,137 | $329.5K | <0.01% | -26.3% |
| 527 | Dai-ichi Life Insurance Company, Ltd#527 · 5,083 sh | 5,083 | $326.1K | <0.01% | 0.0% |
| 528 | Centennial Bank#528 · 5,010 sh | 5,010 | $321.4K | 0.10% | -5.9% |
| 529 | BOK Financial Private Wealth#529 · 4,926 sh | 4,926 | $316.0K | 0.02% | -4.3% |
| 530 | WADDELL & ASSOCIATES#530 · 4,906 sh | 4,906 | $314.7K | 0.02% | New |
| 531 | PHILLIPS FINANCIAL MANAGEMENT#531 · 4,904 sh | 4,904 | $314.7K | — | -0.9% |
| 532 | Fielder Capital Group#532 · 4,885 sh | 4,885 | $313.4K | 0.07% | New |
| 533 | HARBOR CAPITAL ADVISORS#533 · 4,885 sh | 4,885 | $313.0K | — | +0.2% |
| 534 | SFM#534 · 4,829 sh | 4,829 | $309.8K | — | -47.4% |
| 535 | Dorsey & Whitney#535 · 4,828 sh | 4,828 | $309.7K | 0.02% | New |
| 536 | Hamilton Capital Partners#536 · 4,809 sh | 4,809 | $308.5K | <0.01% | -32.5% |
| 537 | Blue Zone Wealth Advisors#537 · 4,800 sh | 4,800 | $307.9K | — | 0.0% |
| 538 | Larson Financial Group#538 · 4,785 sh | 4,785 | $307.0K | <0.01% | +202.7% |
| 539 | Legacy Capital Wealth Partners#539 · 4,692 sh | 4,692 | $301.0K | — | +7.3% |
| 540 | TCW GROUP#540 · 4,677 sh | 4,677 | $300.0K | <0.01% | +1.8% |
| 541 | Bull Harbor Capital#541 · 4,622 sh | 4,622 | $296.5K | 0.06% | New |
| 542 | AlphaCore Capital#542 · 4,587 sh | 4,587 | $294.3K | <0.01% | New |
| 543 | Forum Private Client Group#543 · 4,567 sh | 4,567 | $293.0K | 0.09% | -0.3% |
| 544 | Parallel Advisors#544 · 4,450 sh | 4,450 | $285.5K | <0.01% | +44.6% |
| 545 | VELA Investment Management#545 · 4,392 sh | 4,392 | $281.7K | 0.06% | +10.3% |
| 546 | Meiji Yasuda Life Insurance#546 · 4,390 sh | 4,390 | $281.6K | <0.01% | New |
| 547 | NORTHBRIDGE FINANCIAL GROUP#547 · 4,352 sh | 4,352 | $279.2K | 0.11% | 0.0% |
| 548 | CreativeOne Wealth#548 · 4,351 sh | 4,351 | $279.1K | <0.01% | +0.6% |
| 549 | CATALYST FINANCIAL PARTNERS#549 · 4,325 sh | 4,325 | $277.4K | 0.03% | New |
| 550 | Lewis Asset Management#550 · 4,306 sh | 4,306 | $276.2K | — | New |
| 551 | EWA#551 · 4,303 sh | 4,303 | $276.0K | 0.05% | New |
| 552 | Gen-Wealth Partners#552 · 4,299 sh | 4,299 | $275.8K | 0.08% | -8.1% |
| 553 | Point#553 · 4,296 sh | 4,296 | $275.6K | — | -29.1% |
| 554 | PREVAIL INNOVATIVE WEALTH ADVISORS#554 · 4,289 sh | 4,289 | $275.1K | — | +3.7% |
| 555 | COMPASS FINANCIAL MANAGEMENT#555 · 4,278 sh | 4,278 | $274.4K | 0.03% | — |
| 556 | Faithward Advisors#556 · 4,266 sh | 4,266 | $273.7K | 0.03% | New |
| 557 | ATLAS CAPITAL ADVISORS#557 · 4,250 sh | 4,250 | $272.7K | 0.03% | +8400.0% |
| 558 | Perigon Wealth Management#558 · 4,249 sh | 4,249 | $272.6K | — | New |
| 559 | Phillips Wealth Planners#559 · 3,931 sh | 3,931 | $272.3K | 0.20% | +2.5% |
| 560 | Siemens Fonds Invest GmbH#560 · 4,140 sh | 4,140 | $265.6K | 0.01% | 0.0% |
| 561 | Ballentine Partners#561 · 4,118 sh | 4,118 | $264.2K | <0.01% | +11.0% |
| 562 | Canada Post Registered Pension Plan#562 · 4,110 sh | 4,110 | $263.7K | <0.01% | 0.0% |
| 563 | CIBC WORLD MARKET#563 · 4,106 sh | 4,106 | $263.4K | <0.01% | New |
| 564 | Gibbs Wealth Management#564 · 4,070 sh | 4,070 | $261.1K | — | -15.3% |
| 565 | Engineers Gate Manager#565 · 4,047 sh | 4,047 | $259.6K | <0.01% | -30.7% |
| 566 | WASHINGTON BANK#566 · 4,037 sh | 4,037 | $259.0K | 0.02% | 0.0% |
| 567 | MEANS INVESTMENT#567 · 4,015 sh | 4,015 | $257.6K | 0.02% | +0.4% |
| 568 | Close Asset Management Ltd#568 · 4,010 sh | 4,010 | $257.0K | <0.01% | -45.2% |
| 569 | PCM Encore#569 · 3,980 sh | 3,980 | $255.3K | 0.04% | New |
| 570 | Frank, Rimerman Advisors#570 · 3,974 sh | 3,974 | $254.9K | — | +15.5% |
| 571 | Moment Partners#571 · 3,913 sh | 3,913 | $251.0K | 0.05% | +4.8% |
| 572 | FORTRESS PRIVATE LEDGER#572 · 3,903 sh | 3,903 | $250.4K | 0.07% | New |
| 573 | Keel Point#573 · 3,884 sh | 3,884 | $249.2K | 0.01% | New |
| 574 | Centiva Capital#574 · 3,882 sh | 3,882 | $249.0K | <0.01% | New |
| 575 | Mount Yale Investment Advisors#575 · 3,855 sh | 3,855 | $247.3K | <0.01% | +18.8% |
| 576 | SUMMITRY#576 · 3,804 sh | 3,804 | $244.0K | <0.01% | -53.0% |
| 577 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#577 · 3,768 sh | 3,768 | $241.7K | 0.02% | 0.0% |
| 578 | GEORGE KAISER FAMILY FOUNDATION#578 · 3,768 sh | 3,768 | $241.7K | 0.02% | 0.0% |
| 579 | Somerset#579 · 3,674 sh | 3,674 | $235.7K | — | -3.2% |
| 580 | Pallas Capital Advisors#580 · 3,624 sh | 3,624 | $232.5K | <0.01% | New |
| 581 | Belpointe Asset Management#581 · 3,608 sh | 3,608 | $231.5K | <0.01% | -12.9% |
| 582 | MGO ONE SEVEN#582 · 3,603 sh | 3,603 | $231.1K | <0.01% | -81.0% |
| 583 | MAI Capital Management#583 · 3,554 sh | 3,554 | $228.0K | <0.01% | +42.0% |
| 584 | AM INVESTMENT STRATEGIES#584 · 3,542 sh | 3,542 | $227.0K | 0.04% | New |
| 585 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#585 · 3,537 sh | 3,537 | $226.9K | — | +2.8% |
| 586 | ClearAlpha Technologies#586 · 3,537 sh | 3,537 | $226.9K | 0.39% | New |
| 587 | World Investment Advisors#587 · 3,451 sh | 3,451 | $224.6K | <0.01% | +1.0% |
| 588 | Red Door Wealth Management#588 · 3,427 sh | 3,427 | $219.8K | 0.02% | +1.0% |
| 589 | ARQ WEALTH ADVISORS#589 · 3,350 sh | 3,350 | $219.1K | 0.03% | -10.1% |
| 590 | Prosperity Consulting Group#590 · 3,413 sh | 3,413 | $218.9K | <0.01% | New |
| 591 | LEUCADIA NATIONAL#591 · 3,399 sh | 3,399 | $218.0K | <0.01% | New |
| 592 | Ashton Thomas Private Wealth#592 · 3,367 sh | 3,367 | $216.0K | <0.01% | -4.2% |
| 593 | Allworth Financial#593 · 3,319 sh | 3,319 | $212.9K | <0.01% | +83.1% |
| 594 | CWA Asset Management Group#594 · 3,316 sh | 3,316 | $212.7K | — | New |
| 595 | SmartHarvest Portfolios#595 · 3,279 sh | 3,279 | $210.3K | — | New |
| 596 | Essential Partners#596 · 3,272 sh | 3,272 | $209.9K | — | New |
| 597 | XXI WEALTH#597 · 3,269 sh | 3,269 | $209.7K | — | -5.1% |
| 598 | Walleye Capital#598 · 3,251 sh | 3,251 | $208.6K | <0.01% | -92.7% |
| 599 | BAKER TILLY WEALTH MANAGEMENT#599 · 3,219 sh | 3,219 | $206.5K | — | New |
| 600 | Venator Management#600 · 3,200 sh | 3,200 | $205.3K | 0.05% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.