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, Q2 2021
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 470
- +13 vs. Q1 2021
- Shares held
- 201.5M
- +2.12M (+1.1%) vs. Q1 2021
- Total value
- $10.7B
- +$1.59B (+17.5%) vs. Q1 2021
- New holders
- 58
- 141 more added
- Sold out
- 45
- 179 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 809 | $18.1B |
| Q1 2026 | 816 | $18.2B |
| Q4 2025 | 890 | $21.7B |
| Q3 2025 | 897 | $24.6B |
| Q2 2025 | 931 | $29.5B |
| Q1 2025 | 911 | $27.3B |
| Q4 2024 | 875 | $21.9B |
| Q3 2024 | 823 | $21.7B |
| Q2 2024 | 760 | $18.7B |
| Q1 2024 | 718 | $18.0B |
| Q4 2023 | 686 | $14.6B |
| Q3 2023 | 631 | $14.1B |
| Q2 2023 | 607 | $13.9B |
| Q1 2023 | 570 | $11.6B |
| Q4 2022 | 573 | $11.4B |
| Q3 2022 | 568 | $12.1B |
| Q2 2022 | 576 | $11.8B |
| Q1 2022 | 581 | $14.8B |
| Q4 2021 | 553 | $14.4B |
| Q3 2021 | 518 | $11.3B |
| Q2 2021 | 470 | $10.7B |
| Q1 2021 | 458 | $9.10B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 18 | $957 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $1.91K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $2.00K | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Plante Moran Financial Advisors, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 77 | $4.00K | 0.00% | +6+8.5% | Added |
| Zions Bancorporation, N.A. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 98 | $5.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 118 | $6.00K | 0.00% | +55+87.3% | Added |
| Rocky Mountain Advisers, LLC | 136 | $7.00K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 159 | $8.00K | 0.00% | +159 | New |
| Cordasco Financial Network | 216 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 218 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 202 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 229 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 236 | $13.0K | 0.00% | −66−21.9% | Reduced |
| Delta Asset Management LLC | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 249 | $13.0K | 0.01% | +249 | New |
| Country Trust Bank | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 280 | $15.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 274 | $15.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 317 | $17.0K | 0.00% | +141+80.1% | Added |
| Concord Wealth Partners | 337 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 372 | $20.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 449 | $23.0K | 0.00% | −6−1.3% | Reduced |
| Fieldpoint Private Securities, LLC | 428 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 483 | $26.0K | 0.00% | −50−9.4% | Reduced |
| Ogorek Anthony Joseph | 504 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 510 | $26.0K | 0.00% | +400+363.6% | Added |
| SkyView Investment Advisors, LLC | 580 | $27.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 526 | $28.0K | 0.01% | +526 | New |
| Meeder Asset Management Inc | 584 | $31.0K | 0.00% | +142+32.1% | Added |
| State of Wyoming | 588 | $31.0K | 0.02% | +588 | New |
| Caldwell Trust Co | 676 | $35.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 795 | $42.0K | 0.00% | +795 | New |
| Archer Investment Corp | 845 | $44.9K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 848 | $45.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 893 | $47.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 897 | $47.0K | 0.01% | +48+5.7% | Added |
| AdvisorNet Financial, Inc | 920 | $49.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 956 | $51.0K | 0.00% | +956 | New |
| Alpha Paradigm Partners, LLC | 966 | $51.0K | 0.02% | +966 | New |
| Gemmer Asset Management LLC | 971 | $52.0K | 0.01% | +1+0.1% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $53.1K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,009 | $54.0K | 0.00% | +1,009 | New |
| Castleview Partners, LLC | 1,015 | $54.0K | 0.02% | +1,015 | New |
| Simon Quick Advisors, LLC | 1,077 | $57.0K | 0.02% | +2+0.2% | Added |
| Signaturefd, LLC | 1,201 | $64.0K | 0.00% | −158−11.6% | Reduced |
| Altshuler Shaham Ltd | 1,331 | $71.0K | 0.00% | +1,331 | New |
| Trust Co of Vermont | 1,400 | $74.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,452 | $77.0K | 0.00% | +1,168+411.3% | Added |
| Spire Wealth Management | 1,600 | $85.0K | 0.00% | −14−0.9% | Reduced |
| Column Capital Advisors, LLC | 1,945 | $103.0K | 0.02% | −161−7.6% | Reduced |
| CWM, LLC | 2,168 | $115.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,499 | $133.0K | 0.02% | −396−13.7% | Reduced |
| Smithfield Trust Co | 2,515 | $134.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,528 | $134.0K | 0.01% | +1,642+185.3% | Added |
| STRS Ohio | 2,743 | $145.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,195 | $170.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,266 | $174.0K | 0.03% | −632−16.2% | Reduced |
| IFP Advisors, Inc | 3,290 | $177.0K | 0.00% | +1,873+132.2% | Added |
| Anchor Investment Management, LLC | 3,480 | $184.9K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,485 | $185.0K | 0.01% | +2,261+184.7% | Added |
| Agf Investments Inc. | 3,492 | $186.0K | 0.00% | −414−10.6% | Reduced |
| Vontobel Holding Ltd. | 3,894 | $209.0K | 0.00% | +3,894 | New |
| Chilton Investment Co LLC | 3,962 | $211.0K | 0.01% | +3,962 | New |
| Hunter Associates Investment Management LLC | 4,000 | $213.0K | 0.07% | −17,200−81.1% | Reduced |
| Means Investment Co., Inc. | 4,000 | $213.0K | 0.04% | +4,000 | New |
| Vestcor Inc | 4,023 | $214.0K | 0.01% | −17,090−80.9% | Reduced |
| Mattern Wealth Management LLC | 3,984 | $214.0K | 0.07% | +3,984 | New |
| Pinnacle Associates Ltd | 4,046 | $215.0K | 0.00% | +4,046 | New |
| Cadent Capital Advisors, LLC | 4,098 | $218.0K | 0.09% | +4,098 | New |
| Exencial Wealth Advisors, LLC | 4,147 | $220.0K | 0.01% | +4,147 | New |
| Redpoint Investment Management Pty Ltd | 4,138 | $220.0K | 0.02% | +4,138 | New |
| Baker Tilly Wealth Management, LLC | 4,182 | $222.0K | 0.04% | +4,182 | New |
| Toroso Investments, LLC | 4,199 | $223.0K | 0.01% | +4,199 | New |
| Weld Capital Management LLC | 4,207 | $224.0K | 0.23% | +4,207 | New |
| Hotaling Investment Management, LLC | 4,215 | $224.0K | 0.09% | +4,215 | New |
| Gilbert & Cook, Inc. | 4,269 | $227.0K | 0.04% | +4,269 | New |
| Stonebridge Capital Advisors LLC | 4,300 | $229.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,392 | $233.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,439 | $236.0K | 0.00% | −15−0.3% | Reduced |
| RMB Capital Management, LLC | 4,455 | $237.0K | 0.01% | +4,455 | New |
| Checchi Capital Advisers, LLC | 4,496 | $239.0K | 0.03% | −146−3.1% | Reduced |