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Public ownership evidence

Brown & Brown, Inc. (BRO) Ownership Disclosures

Read BRO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29181$11,611None
Cornerstone Financial Management LLC2026-03-312026-08-2984$5,478None
Cornerstone Financial Management LLC2025-12-312026-08-2975$5,978None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-291,957$243,494None
Advisors Asset Management, Inc.2021-12-312026-08-289,455$664,497None
Advisors Asset Management, Inc.2022-12-312026-08-282,156$122,827None
Advisors Asset Management, Inc.2020-06-302026-08-2812,497$509,378None
Advisors Asset Management, Inc.2022-06-302026-08-282,062$120,000None
Advisors Asset Management, Inc.2021-09-302026-08-2812,483$692,000None
Corient Private Wealth LP2026-06-302026-08-283,462$222,088None
Corient Private Wealth LP2026-06-302026-08-2836,688$2,353,518None
Principia Wealth Advisory, LLC2026-06-302026-08-2765$4,170None
Principia Wealth Advisory, LLC2026-03-312026-08-2724$1,565None
Advisors Asset Management, Inc.2024-03-312026-08-27517$45,258None
Advisors Asset Management, Inc.2022-09-302026-08-272,359$143,000None
Advisors Asset Management, Inc.2020-12-312026-08-2716,859$799,000None
Advisors Asset Management, Inc.2022-03-312026-08-277,752$560,237None
Advisors Asset Management, Inc.2023-06-302026-08-271,604$110,419None
Advisors Asset Management, Inc.2023-09-302026-08-271,225$85,554None
Advisors Asset Management, Inc.2023-03-312026-08-271,741$99,968None
Advisors Asset Management, Inc.2021-03-312026-08-2716,319$745,941None
Advisors Asset Management, Inc.2021-06-302026-08-2716,119$857,000None
Advisors Asset Management, Inc.2020-09-302026-08-2714,353$649,760None
Advisors Asset Management, Inc.2023-12-312026-08-27829$58,950None
Giverny Capital Inc.2026-06-302026-08-27753,288$48,323,425None
Groupe la Francaise2026-06-302026-08-265,751$368,927None
Advisors Asset Management, Inc.2019-12-312026-08-266,696$264,358None
Serenity Investment Advisors2026-06-302026-08-254,824$347,714None
Vancity Investment Management Ltd2026-06-302026-08-2579,052$5,071,000None
CYBER HORNET ETFs LLC2026-06-302026-08-25796$51,063None
First Eagle Investment Management, LLC2026-06-302026-08-2511,496,048$737,471,479None
First Eagle Investment Management, LLC2026-06-302026-08-25231,466$14,848,561None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25422,898$27,128,907None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2527,128,907$422,898,000None
Kings Path Partners LLC2026-03-312026-08-22190$12,390None
Advisors Asset Management, Inc.2024-06-302026-08-22474$42,380None
Advisors Asset Management, Inc.2020-03-312026-08-229,150$331,413None
Assenagon Asset Management S.A.2026-06-302026-08-22289,013$18,540,184None
Bullock Wealth Management Group2026-06-302026-08-204,947$333,212None
Kingsview Wealth Management, LLC2026-06-302026-08-2049,505$3,175,758None
Kingsview Wealth Management, LLC2026-06-302026-08-2033,855$2,171,798None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2030,737$1,971,784None
Sankala Group LLC2026-06-302026-08-19130$9,146None
Copia Wealth Management2026-06-302026-08-1935$2,245None
Advisors Asset Management, Inc.2019-09-302026-08-193,299$118,962None
Advisors Asset Management, Inc.2019-06-302026-08-19479$16,047None
Ensign Peak Advisors, Inc2026-03-312026-08-1958,761$3,831,805None
Ensign Peak Advisors, Inc2025-12-312026-08-1952,284$4,167,035None
Ensign Peak Advisors, Inc2025-09-302026-08-19142,199$13,336,844None
Fulcrum Asset Management LLP2026-06-302026-08-19121$7,739None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.