Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=BRO&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=BRO&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=BRO&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "NFSG Corp",
"central_index_key": "0001879757",
"period_of_report": "2026-09-30",
"issuer_name": "BROWN & BROWN INC",
"trading_symbol": "BRO",
"cusip_number": "115236101",
"title_of_security": "COM",
"market_value": 61.0,
"amount_of_securities": 1,
"price_per_security": 61.0,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 7.02834517089858e-8
},
...
]Query Parameters
| Name | Type | Description |
|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. (e.g., MSFT, 594918104, 0001067983) |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. (e.g., 100) |
| format | string | (Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. (e.g., json, csv) |
Endpoint Overview
Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
Company Profile
BROWN & BROWN, INC.
NYSE: BRO- Market Cap:$31.62B
- ISIN:US1152361010
- Fiscal Year End:01/19
- CEO:J. Powell Brown
- Employees:22888
Brown & Brown, Inc. is an American insurance brokerage firm headquartered in Daytona Beach, Florida. It is one of the largest independent insurance intermediaries in the United States, providing risk management solutions, insurance products, and services to businesses, governmental institutions, professional organizations, trade associations, and individuals.
BRO Datasets
BRO Stock QuotesBRO Stock PricesBRO Minute PricesBRO Company InformationBRO Key MetricsBRO Market CapBRO Employee CountBRO Executive CompensationBRO Income StatementsBRO Balance Sheet StatementsBRO Cash Flow StatementsBRO Insider TransactionsBRO Senate TradingBRO Analyst ConsensusBRO Earnings ReleasesBRO Stock SplitsBRO DividendsBRO Short Interest