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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
Meritage Portfolio Management11,870$543.0K0.04%––
Nordea Investment Management AB11,810$539.0K0.00%––
BP PLC11,580$529.0K0.02%––
World Asset Management Inc9,760$519.0K0.05%––
LS Investment Advisors, LLC11,215$513.0K0.03%––
Quadrature Capital Ltd11,029$504.0K0.02%––
Daiwa Securities Group Inc.10,836$495.0K0.00%––
Illinois Municipal Retirement Fund10,583$484.0K0.02%––
Exchange Traded Concepts, LLC10,486$479.0K0.02%––
FourThought Financial, LLC10,144$463.0K0.07%––
Bayesian Capital Management, LP10,118$462.0K0.11%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,057$460.0K0.00%––
Mariner, LLC10,020$458.0K0.00%––
Caisse de Depot Et Placement du Quebec9,975$456.0K0.00%––
Seeyond9,595$438.0K0.04%––
National Pension Service9,527$435.0K0.00%––
Brown Brothers Harriman & Co9,395$429.0K0.00%––
Diversified Trust Co9,184$420.0K0.02%––
ETF Managers Group, LLC9,069$417.0K0.01%––
Storebrand Asset Management AS9,026$412.6K0.00%––
Erste Asset Management GmbH8,900$409.5K0.01%––
Fuller & Thaler Asset Management, Inc.8,950$409.0K0.00%––
Fiduciary Trust Co8,904$407.0K0.01%––
Resonant Capital Advisors, LLC8,818$403.0K0.08%––
Teton Advisors, Inc.8,800$402.0K0.06%––
Adams Chetwood Wealth Management LLC8,500$389.0K0.30%––
Cigna Investments Inc8,343$381.0K0.03%––
IBM Retirement Fund8,176$374.0K0.03%––
Occudo Quantitative Strategies LP8,154$373.0K0.08%––
Penobscot Investment Management Company, Inc.8,020$367.0K0.06%––
Sciencast Management LP7,803$367.0K0.07%––
Alphasimplex Group, LLC7,606$348.0K0.15%––
Glenview Trust Co7,454$341.0K0.01%––
Aigen Investment Management, LP7,426$339.0K0.04%––
Palladium Partners LLC7,350$336.0K0.02%––
CWS Financial Advisors, LLC7,147$327.0K0.14%––
Gsa Capital Partners LLP7,003$320.0K0.05%––
First Citizens Bank & Trust Co6,942$317.0K0.01%––
HWG Holdings LP6,715$307.0K0.18%––
Occidental Asset Management, LLC6,517$298.0K0.09%––
Somerset Trust Co6,465$296.0K0.13%––
TAP Consulting, LLC6,471$296.0K0.09%––
Quantitative Investment Management, LLC6,424$293.0K0.02%––
1832 Asset Management L.P.6,220$288.0K0.00%––
Capital Directions Investment Advisors, LLC6,302$288.0K0.09%––
Rowland & Co Investment Counsel6,125$280.0K0.07%––
Fox Run Management, L.L.C.6,001$274.0K0.49%––
Bruderman Asset Management, LLC5,822$266.0K0.07%––
Cannell Peter B & Co Inc5,800$265.0K0.01%––
Advisor Partners LLC5,767$264.0K0.02%––
Symmetry Partners, LLC5,712$261.0K0.02%––
Creative Planning5,690$260.0K0.00%––
Procyon Private Wealth Partners, LLC5,433$248.0K0.11%––
GWM Advisors LLC5,365$245.0K0.01%––
Investors Asset Management of Georgia Inc5,050$231.0K0.13%––
E. Ohman J:or Asset Management AB5,000$228.6K0.01%––
SevenBridge Financial Group, LLC4,978$228.0K0.08%––
Vaughan Nelson Investment Management, L.P.4,865$223.0K0.00%––
Sabal Trust CO4,868$223.0K0.02%––
Barings LLC4,778$218.0K0.01%––
Strategy Asset Managers LLC4,742$217.0K0.05%––
River Wealth Advisors LLC4,727$216.0K0.04%––
Proficio Capital Partners LLC4,722$216.0K0.03%––
Xcel Wealth Management, LLC4,736$216.0K0.08%––
6 Meridian4,701$215.0K0.02%––
Banque Cantonale Vaudoise4,700$215.0K0.01%––
Buckingham Strategic Wealth, LLC4,657$213.0K0.01%––
Financial Enhancement Group LLC4,658$213.0K0.04%––
Checchi Capital Advisers, LLC4,642$212.0K0.03%––
Patron Partners Advisors, LLC4,496$205.0K0.17%––
Cetera Advisor Networks LLC4,454$204.0K0.00%––
Moors & Cabot, Inc.4,392$201.0K0.02%––
Ci Investments Inc.4,341$198.0K0.00%––
Stonebridge Capital Advisors LLC4,300$197.0K0.03%––
KB Financial Partners, LLC4,002$183.0K0.08%––
Agf Investments Inc.3,906$179.0K0.00%––
Institutional & Family Asset Management, LLC3,898$178.0K0.03%––
Anchor Investment Management, LLC3,480$159.1K0.02%––
Benjamin F. Edwards & Company, Inc.3,195$146.0K0.01%––
Graves-Light Private Wealth Management, Inc.2,895$132.0K0.02%––
STRS Ohio2,743$125.0K0.00%––
Smithfield Trust Co2,515$115.0K0.01%––
CWM, LLC2,168$115.0K0.00%––
NuWave Investment Management, LLC2,460$112.0K0.14%––
Livforsakringsbolaget Skandia, Omsesidigt2,300$105.0K0.01%––
Column Capital Advisors, LLC2,106$96.0K0.02%––
Spire Wealth Management1,614$74.0K0.00%––
Sowell Financial Services LLC1,256$67.0K0.00%––
IFP Advisors, Inc1,417$65.0K0.00%––
Trust Co of Vermont1,400$64.0K0.00%––
Signaturefd, LLC1,359$62.0K0.00%––
Simplex Trading, LLC1,224$55.0K0.00%––
Allred Capital Management, LLC1,101$50.3K0.02%––
Simon Quick Advisors, LLC1,075$49.0K0.01%––
Glen Eagle Advisors, LLC1,000$45.7K0.02%––
Gemmer Asset Management LLC970$44.0K0.01%––
AdvisorNet Financial, Inc920$42.0K0.00%––
Parallel Advisors, LLC886$41.0K0.00%––
Gables Capital Management Inc.893$41.0K0.02%––
Howe & Rusling Inc848$39.0K0.01%––