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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
SevenBridge Financial Group, LLC4,978$228.0K0.08%––
E. Ohman J:or Asset Management AB5,000$228.6K0.01%––
Investors Asset Management of Georgia Inc5,050$231.0K0.13%––
GWM Advisors LLC5,365$245.0K0.01%––
Procyon Private Wealth Partners, LLC5,433$248.0K0.11%––
Creative Planning5,690$260.0K0.00%––
Symmetry Partners, LLC5,712$261.0K0.02%––
Advisor Partners LLC5,767$264.0K0.02%––
Cannell Peter B & Co Inc5,800$265.0K0.01%––
Bruderman Asset Management, LLC5,822$266.0K0.07%––
Fox Run Management, L.L.C.6,001$274.0K0.49%––
Rowland & Co Investment Counsel6,125$280.0K0.07%––
1832 Asset Management L.P.6,220$288.0K0.00%––
Capital Directions Investment Advisors, LLC6,302$288.0K0.09%––
Quantitative Investment Management, LLC6,424$293.0K0.02%––
Somerset Trust Co6,465$296.0K0.13%––
TAP Consulting, LLC6,471$296.0K0.09%––
Occidental Asset Management, LLC6,517$298.0K0.09%––
HWG Holdings LP6,715$307.0K0.18%––
First Citizens Bank & Trust Co6,942$317.0K0.01%––
Gsa Capital Partners LLP7,003$320.0K0.05%––
CWS Financial Advisors, LLC7,147$327.0K0.14%––
Palladium Partners LLC7,350$336.0K0.02%––
Aigen Investment Management, LP7,426$339.0K0.04%––
Glenview Trust Co7,454$341.0K0.01%––
Alphasimplex Group, LLC7,606$348.0K0.15%––
Penobscot Investment Management Company, Inc.8,020$367.0K0.06%––
Sciencast Management LP7,803$367.0K0.07%––
Occudo Quantitative Strategies LP8,154$373.0K0.08%––
IBM Retirement Fund8,176$374.0K0.03%––
Cigna Investments Inc8,343$381.0K0.03%––
Adams Chetwood Wealth Management LLC8,500$389.0K0.30%––
Teton Advisors, Inc.8,800$402.0K0.06%––
Resonant Capital Advisors, LLC8,818$403.0K0.08%––
Fiduciary Trust Co8,904$407.0K0.01%––
Fuller & Thaler Asset Management, Inc.8,950$409.0K0.00%––
Erste Asset Management GmbH8,900$409.5K0.01%––
Storebrand Asset Management AS9,026$412.6K0.00%––
ETF Managers Group, LLC9,069$417.0K0.01%––
Diversified Trust Co9,184$420.0K0.02%––
Brown Brothers Harriman & Co9,395$429.0K0.00%––
National Pension Service9,527$435.0K0.00%––
Seeyond9,595$438.0K0.04%––
Caisse de Depot Et Placement du Quebec9,975$456.0K0.00%––
Mariner, LLC10,020$458.0K0.00%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,057$460.0K0.00%––
Bayesian Capital Management, LP10,118$462.0K0.11%––
FourThought Financial, LLC10,144$463.0K0.07%––
Exchange Traded Concepts, LLC10,486$479.0K0.02%––
Illinois Municipal Retirement Fund10,583$484.0K0.02%––
Daiwa Securities Group Inc.10,836$495.0K0.00%––
Quadrature Capital Ltd11,029$504.0K0.02%––
LS Investment Advisors, LLC11,215$513.0K0.03%––
World Asset Management Inc9,760$519.0K0.05%––
BP PLC11,580$529.0K0.02%––
Nordea Investment Management AB11,810$539.0K0.00%––
Meritage Portfolio Management11,870$543.0K0.04%––
Cipher Capital LP12,116$554.0K0.06%––
Wedbush Securities Inc12,510$572.0K0.03%––
Gyon Technologies Capital Management, LP12,554$574.0K0.25%––
M&T Bank Corp13,048$596.0K0.00%––
Shelton Capital Management13,111$599.0K0.02%––
Swiss Life Asset Management Ltd13,362$610.8K0.01%––
Optimal Asset Management, Inc.13,416$613.0K0.08%––
AGF Investments LLC13,479$616.0K0.07%––
Kennedy Capital Management, Inc.13,546$619.0K0.01%––
Oppenheimer Asset Management Inc.13,836$632.0K0.01%––
ZWJ Investment Counsel Inc14,055$642.0K0.04%––
Neo Ivy Capital Management14,218$650.0K0.71%––
Shell Asset Management Co14,536$664.0K0.01%––
Macquarie Group Ltd14,523$664.0K0.00%––
Profund Advisors LLC14,668$670.0K0.03%––
BDO Wealth Advisors, LLC15,527$710.0K0.08%––
SEI Investments Co15,609$713.0K0.00%––
Achmea Investment Management B.V.15,835$724.0K0.03%––
Advisors Asset Management, Inc.16,319$745.9K0.01%––
Prospera Financial Services Inc16,459$752.0K0.04%––
Private Trust Co NA16,508$754.0K0.12%––
Cumberland Partners Ltd16,500$754.0K0.06%––
Moloney Securities Asset Management, LLC17,010$778.0K0.15%––
First Hawaiian Bank17,364$794.0K0.03%––
Elo Mutual Pension Insurance Co17,639$806.0K0.03%––
Caxton Associates LP17,733$811.0K0.08%––
CX Institutional17,997$823.0K0.07%––
Maryland State Retirement & Pension System17,999$823.0K0.03%––
Orrstown Financial Services Inc17,762$826.0K1.17%––
Unigestion Holding SA18,166$830.0K0.03%––
Whittier Trust Co of Nevada Inc18,322$837.0K0.04%––
Crawford Investment Counsel Inc18,565$849.0K0.02%––
Sumitomo Mitsui DS Asset Management Company, Ltd19,371$885.0K0.02%––
First Republic Investment Management, Inc.19,350$885.0K0.00%––
Westpac Banking Corp19,510$891.8K0.01%––
Echo Street Capital Management LLC19,554$894.0K0.01%––
Veritable, L.P.19,602$896.0K0.02%––
Commerce Bank19,964$913.0K0.01%––
Raymond James Trust N.A.20,205$924.0K0.03%––
Harvest Investment Services, LLC20,361$930.0K0.42%––
Twinbeech Capital LP20,854$953.0K0.14%––
Neuberger Berman Group LLC21,204$956.0K0.00%––
Cacti Asset Management LLC21,000$960.0K0.08%––