BROWN & BROWN, INC. (BRO) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 814
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | TOCQUEVILLE ASSET MANAGEMENT L.P.#601 · 3,200 sh | 3,200 | $205.3K | <0.01% | 0.0% |
| 602 | Asset Management#602 · 3,191 sh | 3,191 | $204.7K | 0.01% | New |
| 603 | Modern Wealth Management#603 · 3,190 sh | 3,190 | $204.7K | <0.01% | New |
| 604 | Foundations Investment Advisors#604 · 3,164 sh | 3,164 | $202.9K | <0.01% | -27.1% |
| 605 | Inscription Capital#605 · 3,146 sh | 3,146 | $201.8K | 0.02% | New |
| 606 | Valeo Financial Advisors#606 · 3,134 sh | 3,134 | $201.0K | — | New |
| 607 | Operose Advisors#607 · 2,900 sh | 2,900 | $186.0K | 0.04% | 0.0% |
| 608 | Advisors Asset Management#608 · 2,733 sh | 2,733 | $175.3K | <0.01% | +32.5% |
| 609 | Farther Finance Advisors#609 · 2,662 sh | 2,662 | $170.6K | — | +3.6% |
| 610 | Parkside Financial Bank#610 · 2,576 sh | 2,576 | $165.3K | — | +178.8% |
| 611 | Boreal Capital Management#611 · 2,458 sh | 2,458 | $157.7K | 0.12% | -51.9% |
| 612 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#612 · 2,452 sh | 2,452 | $157.3K | <0.01% | -99.8% |
| 613 | Pinnacle Wealth Planning Services#613 · 2,354 sh | 2,354 | $151.0K | — | +57.8% |
| 614 | NBC SECURITIES#614 · 2,314 sh | 2,314 | $148.4K | — | 0.0% |
| 615 | PFA Pension, Forsikringsaktieselskab#615 · 2,267 sh | 2,267 | $145.4K | <0.01% | -99.6% |
| 616 | Ronald Blue#616 · 2,098 sh | 2,098 | $134.6K | — | -3.6% |
| 617 | EverSource Wealth Advisors#617 · 1,990 sh | 1,990 | $127.7K | <0.01% | -82.0% |
| 618 | Livforsakringsbolaget Skandia, Omsesidigt#618 · 1,801 sh | 1,801 | $115.5K | — | 0.0% |
| 619 | STEPHENSON NATIONAL BANK#619 · 1,790 sh | 1,790 | $114.8K | — | +36.2% |
| 620 | Penserra Capital Management#620 · 1,718 sh | 1,718 | $109.0K | <0.01% | +5.0% |
| 621 | Owl Creek Wealth Partners#621 · 1,697 sh | 1,697 | $108.9K | — | +199.3% |
| 622 | Global Retirement Partners#622 · 1,683 sh | 1,683 | $107.9K | <0.01% | — |
| 623 | Optiver Holding B.V.#623 · 1,604 sh | 1,604 | $102.9K | 0.00% | New |
| 624 | Anchor Investment Management#624 · 1,481 sh | 1,481 | $95.0K | <0.01% | -53.6% |
| 625 | HARBOUR INVESTMENTS#625 · 1,472 sh | 1,472 | $94.4K | <0.01% | +6.9% |
| 626 | OF VERMONT#626 · 1,401 sh | 1,401 | $89.9K | — | — |
| 627 | MassMutual Private Wealth & , FSB#627 · 1,315 sh | 1,315 | $84.4K | — | +1.2% |
| 628 | Quent Capital#628 · 1,264 sh | 1,264 | $81.1K | <0.01% | -47.1% |
| 629 | LOS ANGELES CAPITAL MANAGEMENT#629 · 1,207 sh | 1,207 | $77.4K | <0.01% | 0.0% |
| 630 | GROUP ONE TRADING, L.P.#630 · 1,203 sh | 1,203 | $77.2K | <0.01% | New |
| 631 | Leonteq Securities AG#631 · 1,200 sh | 1,200 | $77.0K | <0.01% | -79.5% |
| 632 | GW&K Investment Management#632 · 1,170 sh | 1,170 | $75.0K | <0.01% | +265.6% |
| 633 | Private Wealth Asset Management#633 · 1,131 sh | 1,131 | $72.6K | <0.01% | 0.0% |
| 634 | Versant Capital Management#634 · 1,126 sh | 1,126 | $72.2K | — | +359.6% |
| 635 | Clearstead Advisors#635 · 1,107 sh | 1,107 | $71.0K | <0.01% | -54.5% |
| 636 | SOA Wealth Advisors#636 · 1,106 sh | 1,106 | $71.0K | 0.01% | 0.0% |
| 637 | Generali Investments, Management#637 · 1,084 sh | 1,084 | $69.5K | — | +100.0% |
| 638 | PRIVATE NA#638 · 1,072 sh | 1,072 | $68.8K | — | -8.9% |
| 639 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#639 · 1,068 sh | 1,068 | $68.5K | <0.01% | +186.3% |
| 640 | Dorato Capital Management#640 · 980 sh | 980 | $66.3K | — | 0.0% |
| 641 | Glen Eagle Advisors#641 · 1,000 sh | 1,000 | $64.2K | <0.01% | 0.0% |
| 642 | Smithfield#642 · 1,007 sh | 1,007 | $63.0K | <0.01% | -46.5% |
| 643 | Quantbot Technologies#643 · 916 sh | 916 | $58.8K | <0.01% | -99.4% |
| 644 | Caldwell#644 · 895 sh | 895 | $57.4K | <0.01% | -19.6% |
| 645 | CoreCap Advisors#645 · 842 sh | 842 | $54.0K | — | -35.2% |
| 646 | FIRST HORIZON NATIONAL#646 · 833 sh | 833 | $53.4K | — | -1.4% |
| 647 | Covestor Ltd#647 · 828 sh | 828 | $53.0K | 0.03% | +25.5% |
| 648 | Smartleaf Asset Management#648 · 821 sh | 821 | $52.5K | <0.01% | 0.0% |
| 649 | ONEFUND#649 · 796 sh | 796 | $51.1K | 0.03% | -1.5% |
| 650 | SJS Investment Consulting#650 · 704 sh | 704 | $45.2K | — | +445.7% |
| 651 | Wilmington Savings Fund Society, FSB#651 · 702 sh | 702 | $45.0K | — | +75.5% |
| 652 | CVA Family Office#652 · 695 sh | 695 | $44.6K | <0.01% | +6.3% |
| 653 | IFP Advisors#653 · 681 sh | 681 | $43.7K | — | -80.5% |
| 654 | GABLES CAPITAL MANAGEMENT#654 · 668 sh | 668 | $42.9K | 0.02% | 0.0% |
| 655 | Smallwood Wealth Investment Management#655 · 668 sh | 668 | $42.9K | 0.02% | 0.0% |
| 656 | HORIZON FINANCIAL SERVICES#656 · 635 sh | 635 | $40.7K | 0.02% | +108.2% |
| 657 | ROTHSCHILD INVESTMENT#657 · 632 sh | 632 | $40.5K | <0.01% | +50.1% |
| 658 | WELLINGTON-ALTUS USA#658 · 606 sh | 606 | $39.5K | 0.03% | 0.0% |
| 659 | Johnson Financial Group#659 · 572 sh | 572 | $36.7K | <0.01% | -2.9% |
| 660 | Allied Private Wealth#660 · 517 sh | 517 | $35.4K | 0.02% | — |
| 661 | LRI Investments#661 · 534 sh | 534 | $34.2K | <0.01% | +2125.0% |
| 662 | Cheviot Value Management#662 · 530 sh | 530 | $34.0K | <0.01% | 0.0% |
| 663 | Continuum Advisory#663 · 527 sh | 527 | $33.8K | <0.01% | New |
| 664 | MONTAG A & ASSOCIATES#664 · 511 sh | 511 | $32.8K | <0.01% | -68.2% |
| 665 | First Command Advisory Services#665 · 510 sh | 510 | $32.7K | <0.01% | +62.4% |
| 666 | OGOREK ANTHONY JOSEPH /NY#666 · 511 sh | 511 | $32.0K | <0.01% | -1.2% |
| 667 | Capital Advisors, Ltd.#667 · 466 sh | 466 | $30.0K | — | +58.5% |
| 668 | Basepoint Wealth#668 · 433 sh | 433 | $27.8K | 0.02% | +30.0% |
| 669 | TD Waterhouse Canada#669 · 412 sh | 412 | $27.8K | — | -98.6% |
| 670 | Catalyst Capital Advisors#670 · 420 sh | 420 | $26.9K | <0.01% | 0.0% |
| 671 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#671 · 410 sh | 410 | $26.3K | <0.01% | 0.0% |
| 672 | ARMSTRONG ADVISORY GROUP#672 · 400 sh | 400 | $25.7K | — | 0.0% |
| 673 | Beaird Harris Wealth Management#673 · 399 sh | 399 | $25.6K | <0.01% | 0.0% |
| 674 | THURSTON, SPRINGER, MILLER, HERD & TITAK#674 · 393 sh | 393 | $25.2K | — | -94.7% |
| 675 | Physician Wealth Advisors#675 · 391 sh | 391 | $25.1K | — | +666.7% |
| 676 | TFC Financial Management#676 · 376 sh | 376 | $24.1K | — | -2.6% |
| 677 | Keating Financial Advisory Services#677 · 365 sh | 365 | $23.4K | <0.01% | +380.3% |
| 678 | Nova Wealth Management#678 · 322 sh | 322 | $20.7K | 0.01% | New |
| 679 | SBI Securities , Ltd.#679 · 314 sh | 314 | $20.1K | — | +50.2% |
| 680 | BOKF, NA#680 · 312 sh | 312 | $20.0K | — | +78.3% |
| 681 | Evelyn Partners Group Ltd#681 · 275 sh | 275 | $17.6K | 0.00% | — |
| 682 | Millstone Evans Group#682 · 262 sh | 262 | $16.8K | <0.01% | +303.1% |
| 683 | IFG Advisory#683 · 244 sh | 244 | $15.6K | <0.01% | New |
| 684 | Bell Investment Advisors#684 · 240 sh | 240 | $15.4K | <0.01% | +182.4% |
| 685 | TD PRIVATE CLIENT WEALTH#685 · 238 sh | 238 | $15.3K | <0.01% | -77.2% |
| 686 | ZRC WEALTH MANAGEMENT#686 · 225 sh | 225 | $14.4K | — | -31.2% |
| 687 | Westfuller Advisors#687 · 220 sh | 220 | $14.1K | <0.01% | +136.6% |
| 688 | Ancora Advisors#688 · 220 sh | 220 | $14.1K | <0.01% | -9.1% |
| 689 | Westside Investment Management#689 · 216 sh | 216 | $13.9K | <0.01% | 0.0% |
| 690 | SHP Wealth Management#690 · 213 sh | 213 | $13.6K | <0.01% | +80.5% |
| 691 | Piscataqua Savings Bank#691 · 204 sh | 204 | $13.1K | — | 0.0% |
| 692 | Colonial / SC#692 · 203 sh | 203 | $13.0K | <0.01% | -10.2% |
| 693 | Compagnie Lombard Odier SCmA#693 · 200 sh | 200 | $12.8K | <0.01% | New |
| 694 | ST GERMAIN D J#694 · 200 sh | 200 | $12.8K | <0.01% | 0.0% |
| 695 | BURKETT FINANCIAL SERVICES#695 · 199 sh | 199 | $12.8K | — | New |
| 696 | James T. Borello RIA#696 · 198 sh | 198 | $12.7K | — | +4.8% |
| 697 | Bogart Wealth#697 · 191 sh | 191 | $12.3K | <0.01% | +730.4% |
| 698 | Truvestments Capital#698 · 191 sh | 191 | $12.3K | <0.01% | -17.0% |
| 699 | J.Safra Asset Management#699 · 190 sh | 190 | $12.2K | <0.01% | +90.0% |
| 700 | Cromwell#700 · 187 sh | 187 | $12.0K | <0.01% | -69.9% |
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.