BROWN & BROWN, INC. (BRO) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 814
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Cornerstone Financial Management#701 · 181 sh | 181 | $11.6K | <0.01% | +115.5% |
| 702 | Basecamp Wealth Advisors#702 · 179 sh | 179 | $11.5K | <0.01% | +10.5% |
| 703 | Private Wealth Management Group#703 · 174 sh | 174 | $11.2K | — | +370.3% |
| 704 | MV CAPITAL MANAGEMENT#704 · 172 sh | 172 | $11.0K | <0.01% | +52.2% |
| 705 | Avion Wealth#705 · 184 sh | 184 | $11.0K | <0.01% | +116.5% |
| 706 | Strategic Wealth Partners, Ltd.#706 · 168 sh | 168 | $10.8K | <0.01% | +3.7% |
| 707 | True Wealth Design#707 · 167 sh | 167 | $10.7K | — | +160.9% |
| 708 | Raiffeisen Bank International AG#708 · 167 sh | 167 | $10.7K | <0.01% | 0.0% |
| 709 | ORG Wealth Partners#709 · 160 sh | 160 | $10.3K | <0.01% | -90.0% |
| 710 | JFS WEALTH ADVISORS#710 · 158 sh | 158 | $10.1K | <0.01% | +19.7% |
| 711 | Hickory Point Bank#711 · 155 sh | 155 | $9.9K | — | 0.0% |
| 712 | JPL Wealth Management#712 · 152 sh | 152 | $9.8K | <0.01% | -20.8% |
| 713 | FARMERS & MERCHANTS INVESTMENTS#713 · 150 sh | 150 | $9.6K | — | -40.0% |
| 714 | Addison Advisors#714 · 150 sh | 150 | $9.6K | <0.01% | New |
| 715 | Frazier Financial Advisors#715 · 150 sh | 150 | $9.6K | <0.01% | 0.0% |
| 716 | TOUNJIAN ADVISORY PARTNERS#716 · 143 sh | 143 | $9.2K | <0.01% | New |
| 717 | Sankala Group#717 · 130 sh | 130 | $9.1K | <0.01% | -44.4% |
| 718 | Bruce G. Allen Investments#718 · 142 sh | 142 | $9.1K | <0.01% | +39.2% |
| 719 | SRH ADVISORS#719 · 136 sh | 136 | $8.7K | — | 0.0% |
| 720 | Aspect Partners#720 · 134 sh | 134 | $8.6K | — | +272.2% |
| 721 | Bare Financial Services#721 · 131 sh | 131 | $8.4K | <0.01% | +178.7% |
| 722 | Cornerstone Planning Group#722 · 127 sh | 127 | $8.3K | — | +15.5% |
| 723 | Sachetta#723 · 127 sh | 127 | $8.1K | <0.01% | +535.0% |
| 724 | Kemnay Advisory Services#724 · 124 sh | 124 | $8.0K | <0.01% | +5.1% |
| 725 | Fulcrum Asset Management LLP#725 · 121 sh | 121 | $7.7K | <0.01% | New |
| 726 | Kilter Group#726 · 120 sh | 120 | $7.7K | <0.01% | +103.4% |
| 727 | Rialto Wealth Management#727 · 118 sh | 118 | $7.6K | <0.01% | +257.6% |
| 728 | WEST PACES ADVISORS#728 · 117 sh | 117 | $7.5K | — | New |
| 729 | North Star Investment Management#729 · 115 sh | 115 | $7.4K | — | +85.5% |
| 730 | TOMPKINS FINANCIAL#730 · 111 sh | 111 | $7.1K | — | 0.0% |
| 731 | Silver Grove Financial Group#731 · 109 sh | 109 | $7.0K | <0.01% | New |
| 732 | CENTRAL#732 · 108 sh | 108 | $6.9K | <0.01% | -12.9% |
| 733 | Spire Wealth Management#733 · 106 sh | 106 | $6.8K | <0.01% | +488.9% |
| 734 | Crewe Advisors#734 · 97 sh | 97 | $6.2K | <0.01% | New |
| 735 | Hughes Financial Services#735 · 91 sh | 91 | $5.8K | <0.01% | +23.0% |
| 736 | Greykasell Wealth Strategies#736 · 88 sh | 88 | $5.6K | <0.01% | 0.0% |
| 737 | High Note Wealth#737 · 87 sh | 87 | $5.6K | — | New |
| 738 | Planning Strategies#738 · 86 sh | 86 | $5.5K | — | — |
| 739 | Carolina Wealth Advisors#739 · 84 sh | 84 | $5.4K | — | 0.0% |
| 740 | Key FInancial#740 · 84 sh | 84 | $5.4K | <0.01% | 0.0% |
| 741 | Forum Finance Group S.A.#741 · 90 sh | 90 | $5.0K | <0.01% | 0.0% |
| 742 | SouthState Bank#742 · 76 sh | 76 | $4.9K | <0.01% | +171.4% |
| 743 | City State Bank#743 · 74 sh | 74 | $4.7K | — | 0.0% |
| 744 | SUMMIT SECURITIES GROUP#744 · 68 sh | 68 | $4.4K | <0.01% | +41.7% |
| 745 | UNION SAVINGS BANK#745 · 68 sh | 68 | $4.4K | — | 0.0% |
| 746 | Principia Wealth Advisory#746 · 65 sh | 65 | $4.2K | <0.01% | +170.8% |
| 747 | Fortitude Family Office#747 · 64 sh | 64 | $4.1K | — | +82.9% |
| 748 | AdvisorNet Financial#748 · 63 sh | 63 | $4.0K | — | 0.0% |
| 749 | CREATIVE FINANCIAL DESIGNS#749 · 62 sh | 62 | $4.0K | <0.01% | +520.0% |
| 750 | Manchester Capital Management#750 · 60 sh | 60 | $3.8K | — | -18.9% |
| 751 | Transamerica Financial Advisors#751 · 58 sh | 58 | $3.7K | <0.01% | -54.0% |
| 752 | Asset Dedication#752 · 56 sh | 56 | $3.6K | <0.01% | -90.0% |
| 753 | N.E.W. Advisory Services#753 · 52 sh | 52 | $3.3K | <0.01% | New |
| 754 | Highland Investment Advisors#754 · 51 sh | 51 | $3.2K | <0.01% | — |
| 755 | Cassaday & Wealth Management#755 · 48 sh | 48 | $3.1K | — | -32.4% |
| 756 | Princeton Global Asset Management#756 · 48 sh | 48 | $3.1K | — | New |
| 757 | Rossby Financial, LCC#757 · 48 sh | 48 | $3.1K | <0.01% | +45.5% |
| 758 | Marquette Asset Management#758 · 47 sh | 47 | $3.0K | — | New |
| 759 | Prestige Wealth Management Group#759 · 46 sh | 46 | $3.0K | <0.01% | 0.0% |
| 760 | ACTION POINT FINANCIAL PLANNING#760 · 50 sh | 50 | $3.0K | <0.01% | New |
| 761 | Abound Wealth Management#761 · 41 sh | 41 | $2.6K | — | +5.1% |
| 762 | Register Financial Advisors#762 · 39 sh | 39 | $2.5K | — | New |
| 763 | Union Bankshares#763 · 38 sh | 38 | $2.4K | 0.00% | -83.6% |
| 764 | Dunhill Financial#764 · 35 sh | 35 | $2.3K | <0.01% | +75.0% |
| 765 | VALLEY NATIONAL ADVISERS#765 · 35 sh | 35 | $2.2K | — | +12.9% |
| 766 | NVWM#766 · 35 sh | 35 | $2.2K | — | +191.7% |
| 767 | Copia Wealth Management#767 · 35 sh | 35 | $2.2K | <0.01% | 0.0% |
| 768 | Cape Investment Advisory#768 · 33 sh | 33 | $2.1K | — | New |
| 769 | SITTNER & NELSON#769 · 25 sh | 25 | $1.6K | <0.01% | 0.0% |
| 770 | Caitong International Asset Management , Ltd#770 · 22 sh | 22 | $1.4K | <0.01% | -99.2% |
| 771 | Signature Equity Partners#771 · 19 sh | 19 | $1.2K | <0.01% | -26.9% |
| 772 | DiNuzzo Private Wealth#772 · 18 sh | 18 | $1.2K | — | -21.7% |
| 773 | BARTLETT & WEALTH MANAGEMENT#773 · 18 sh | 18 | $1.2K | 0.00% | -71.4% |
| 774 | American Capital Advisory#774 · 18 sh | 18 | $1.2K | <0.01% | +100.0% |
| 775 | Barnes Dennig Private Wealth Management#775 · 18 sh | 18 | $1.2K | <0.01% | New |
| 776 | Davis Capital Management#776 · 16 sh | 16 | $1.0K | — | +300.0% |
| 777 | Creative Capital Management Investments#777 · 16 sh | 16 | $1.0K | <0.01% | New |
| 778 | DT Investment Partners#778 · 15 sh | 15 | $963.00 | — | 0.0% |
| 779 | FINANCIAL CONSULATE#779 · 15 sh | 15 | $963.00 | — | New |
| 780 | Caitlin John#780 · 15 sh | 15 | $962.00 | <0.01% | -55.9% |
| 781 | Financial Management Professionals#781 · 14 sh | 14 | $898.00 | — | -41.7% |
| 782 | RAFFA WEALTH MANAGEMENT#782 · 14 sh | 14 | $898.00 | <0.01% | -56.2% |
| 783 | Activest Wealth Management#783 · 14 sh | 14 | $898.00 | — | New |
| 784 | WPG Advisers#784 · 14 sh | 14 | $898.00 | — | New |
| 785 | Marshall & Sterling Wealth Advisors#785 · 13 sh | 13 | $844.00 | <0.01% | 0.0% |
| 786 | NBT BANK N A#786 · 13 sh | 13 | $834.00 | — | -63.9% |
| 787 | WestEnd Advisors#787 · 10 sh | 10 | $642.00 | — | +11.1% |
| 788 | WOLFF WIESE MAGANA#788 · 10 sh | 10 | $642.00 | — | 0.0% |
| 789 | Aventura Private Wealth#789 · 10 sh | 10 | $642.00 | <0.01% | 0.0% |
| 790 | Avalon#790 · 9 sh | 9 | $578.00 | 0.00% | 0.0% |
| 791 | Breakwater Investment Management#791 · 8 sh | 8 | $514.00 | — | +14.3% |
| 792 | Salomon & Ludwin#792 · 7 sh | 7 | $472.00 | 0.00% | -12.5% |
| 793 | MOTCO#793 · 7 sh | 7 | $449.00 | 0.00% | New |
| 794 | Strengthening Families & Communities#794 · 7 sh | 7 | $449.00 | — | New |
| 795 | United Community Bank#795 · 6 sh | 6 | $385.00 | <0.01% | 0.0% |
| 796 | Spectrum Wealth Advisory Group#796 · 5 sh | 5 | $322.00 | <0.01% | New |
| 797 | Bay Harbor Wealth Management#797 · 5 sh | 5 | $321.00 | <0.01% | -44.4% |
| 798 | HFM Investment Advisors#798 · 5 sh | 5 | $321.00 | <0.01% | New |
| 799 | Nvest Wealth Strategies#799 · 5 sh | 5 | $321.00 | — | New |
| 800 | Arlington#800 · 4 sh | 4 | $257.00 | — | 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.