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Brown & Brown, Inc.

BRO
Exchange
NYSE
Industry
Insurance Agents, Brokers & Service
SEC CIK
0000079282

No open-market purchases or sales by Brown & Brown, Inc. insiders were filed in the last 90 days; 809 institutions reported holding it in 13F filings for Q2 2026, worth $18.1B in total; superinvestors Giverny Capital and Markel Group hold it.

13F holders, Q1 2021

Institutional positions in Brown & Brown, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
458
No complete 13F data for Q4 2020
Shares held
199.7M
No complete 13F data for Q4 2020
Total value
$9.10B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BRO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 458 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2021: $9.10B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BRO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Valeo Financial Advisors, LLC10$00.00%––
Sofos Investments, Inc.9$4090.01%––
Heritage Wealth Advisors18$8230.00%––
Enterprise Financial Services Corp17$1.00K0.00%––
Earnest Partners LLC26$1.00K0.00%––
Bellevue Asset Management, LLC32$1.00K0.00%––
Atlas Private Wealth Advisors23$1.00K0.00%––
Raffa Wealth Management, LLC36$1.65K0.00%––
Washington Trust Co45$2.00K0.00%––
Plante Moran Financial Advisors, LLC49$2.00K0.00%––
Versant Capital Management, Inc39$2.00K0.00%––
Lindbrook Capital, LLC34$2.00K0.00%––
Atticus Wealth Management, LLC42$2.00K0.00%––
Huntington National Bank63$3.00K0.00%––
Parkside Financial Bank & Trust71$3.00K0.00%––
Zions Bancorporation, N.A.76$3.00K0.00%––
Meridian Wealth Partners, LLC71$3.00K0.00%––
Glassman Wealth Services89$4.00K0.00%––
Rockefeller Capital Management L.P.110$4.00K0.00%––
Rockbridge Investment Management, LCC88$4.00K0.00%––
Sutton Wealth Advisors Inc.98$4.48K0.00%––
Montag A & Associates Inc100$5.00K0.00%––
Rocky Mountain Advisers, LLC136$6.00K0.01%––
Global Retirement Partners, LLC150$7.00K0.00%––
Healthcare of Ontario Pension Plan Trust Fund176$8.00K0.00%––
First Manhattan Co218$9.00K0.00%––
Proequities, Inc.200$9.00K0.00%––
Harbour Investments, Inc.202$9.00K0.00%––
Vigilant Capital Management, LLC200$9.00K0.00%––
Prestige Wealth Management Group LLC205$9.00K0.00%––
Piscataqua Savings Bank204$9.00K0.01%––
Cordasco Financial Network216$10.0K0.01%––
Private Capital Group, LLC229$10.0K0.00%––
Delta Asset Management LLC250$11.0K0.00%––
Country Trust Bank270$12.0K0.00%––
RWM Asset Management, LLC273$12.0K0.00%––
Duncker Streett & Co Inc280$13.0K0.00%––
O'Shaughnessy Asset Management, LLC284$13.0K0.00%––
JJJ Advisors Inc.274$13.0K0.01%––
Quadrant Capital Group LLC302$14.0K0.00%––
WealthShield Partners, LLC300$14.0K0.00%––
Center for Financial Planning, Inc.308$14.0K0.00%––
Concord Wealth Partners337$15.0K0.01%––
First Financial Corp372$17.0K0.01%––
TFC Financial Management376$17.0K0.01%––
Meeder Asset Management Inc442$20.0K0.00%––
Carroll Financial Associates, Inc.455$20.0K0.00%––
Fieldpoint Private Securities, LLC428$20.0K0.00%––
Ogorek Anthony Joseph504$23.0K0.01%––
Norway Savings Bank500$23.0K0.01%––
Fifth Third Bancorp533$24.0K0.00%––
Penserra Capital Management LLC585$26.0K0.00%––
SkyView Investment Advisors, LLC580$27.0K0.01%––
Caldwell Trust Co676$30.9K0.00%––
Ameritas Investment Company, LLC748$34.2K0.00%––
Berman Capital Advisors, LLC849$38.0K0.01%––
Archer Investment Corp845$38.6K0.02%––
Howe & Rusling Inc848$39.0K0.01%––
Parallel Advisors, LLC886$41.0K0.00%––
Gables Capital Management Inc.893$41.0K0.02%––
AdvisorNet Financial, Inc920$42.0K0.00%––
Gemmer Asset Management LLC970$44.0K0.01%––
Glen Eagle Advisors, LLC1,000$45.7K0.02%––
Simon Quick Advisors, LLC1,075$49.0K0.01%––
Allred Capital Management, LLC1,101$50.3K0.02%––
Simplex Trading, LLC1,224$55.0K0.00%––
Signaturefd, LLC1,359$62.0K0.00%––
Trust Co of Vermont1,400$64.0K0.00%––
IFP Advisors, Inc1,417$65.0K0.00%––
Sowell Financial Services LLC1,256$67.0K0.00%––
Spire Wealth Management1,614$74.0K0.00%––
Column Capital Advisors, LLC2,106$96.0K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt2,300$105.0K0.01%––
NuWave Investment Management, LLC2,460$112.0K0.14%––
Smithfield Trust Co2,515$115.0K0.01%––
CWM, LLC2,168$115.0K0.00%––
STRS Ohio2,743$125.0K0.00%––
Graves-Light Private Wealth Management, Inc.2,895$132.0K0.02%––
Benjamin F. Edwards & Company, Inc.3,195$146.0K0.01%––
Anchor Investment Management, LLC3,480$159.1K0.02%––
Institutional & Family Asset Management, LLC3,898$178.0K0.03%––
Agf Investments Inc.3,906$179.0K0.00%––
KB Financial Partners, LLC4,002$183.0K0.08%––
Stonebridge Capital Advisors LLC4,300$197.0K0.03%––
Ci Investments Inc.4,341$198.0K0.00%––
Moors & Cabot, Inc.4,392$201.0K0.02%––
Cetera Advisor Networks LLC4,454$204.0K0.00%––
Patron Partners Advisors, LLC4,496$205.0K0.17%––
Checchi Capital Advisers, LLC4,642$212.0K0.03%––
Buckingham Strategic Wealth, LLC4,657$213.0K0.01%––
Financial Enhancement Group LLC4,658$213.0K0.04%––
6 Meridian4,701$215.0K0.02%––
Banque Cantonale Vaudoise4,700$215.0K0.01%––
River Wealth Advisors LLC4,727$216.0K0.04%––
Proficio Capital Partners LLC4,722$216.0K0.03%––
Xcel Wealth Management, LLC4,736$216.0K0.08%––
Strategy Asset Managers LLC4,742$217.0K0.05%––
Barings LLC4,778$218.0K0.01%––
Vaughan Nelson Investment Management, L.P.4,865$223.0K0.00%––
Sabal Trust CO4,868$223.0K0.02%––