Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 470 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 heldQ2 2021: $10.7B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2021.

Institutions holding BRO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
B. Metzler seel. Sohn & Co. Holding AG4,494$239.0K0.00%+4,494New
6 Meridian4,543$241.0K0.02%−158−3.4%Reduced
Wealthfront Advisers LLC4,537$241.0K0.00%+4,537New
Mayflower Financial Advisors, LLC4,595$244.0K0.03%+4,595New
Buckingham Strategic Wealth, LLC4,657$247.0K0.01%00.0%Unchanged
Banque Cantonale Vaudoise4,700$250.0K0.01%00.0%Unchanged
TAP Consulting, LLC4,767$253.0K0.07%−1,704−26.3%Reduced
Barings LLC4,778$254.0K0.01%00.0%Unchanged
KB Financial Partners, LLC4,773$254.0K0.10%+771+19.3%Added
Sabal Trust CO4,868$259.0K0.02%00.0%Unchanged
River Wealth Advisors LLC4,897$260.0K0.05%+170+3.6%Added
Seven Eight Capital, LP4,900$260.0K0.04%+4,900New
Centiva Capital, LP4,956$263.0K0.02%+4,956New
SevenBridge Financial Group, LLC4,978$265.0K0.09%00.0%Unchanged
Claybrook Capital, LLC4,978$265.0K0.09%+4,978New
Proficio Capital Partners LLC5,004$266.0K0.03%+282+6.0%Added
Livforsakringsbolaget Skandia, Omsesidigt5,000$266.0K0.02%+2,700+117.4%Added
Investors Asset Management of Georgia Inc5,050$268.0K0.14%00.0%Unchanged
Financial Enhancement Group LLC5,039$268.0K0.06%+381+8.2%Added
Creative Planning5,076$270.0K0.00%−614−10.8%Reduced
Mirabella Financial Services LLP5,164$274.0K0.05%+5,164New
Strategy Asset Managers LLC5,197$276.0K0.06%+455+9.6%Added
Integrated Investment Consultants, LLC5,250$279.0K0.08%+5,250New
Occidental Asset Management, LLC5,279$281.0K0.07%−1,238−19.0%Reduced
Wetherby Asset Management Inc5,321$283.0K0.02%+5,321New
Ci Investments Inc.5,344$284.0K0.00%+1,003+23.1%Added
Procyon Private Wealth Partners, LLC5,433$289.0K0.08%00.0%Unchanged
Walleye Trading LLC5,641$300.0K0.01%+5,641New
Symmetry Partners, LLC5,712$304.0K0.02%00.0%Unchanged
Advisor Partners LLC5,742$305.0K0.02%−25−0.4%Reduced
Cannell Peter B & Co Inc5,800$308.0K0.01%00.0%Unchanged
Xcel Wealth Management, LLC5,939$316.0K0.10%+1,203+25.4%Added
Rowland & Co Investment Counsel6,125$325.5K0.08%00.0%Unchanged
Canada Pension Plan Investment Board6,156$327.0K0.00%−46,644−88.3%Reduced
First Citizens Bank & Trust Co6,162$327.0K0.02%−780−11.2%Reduced
Bruderman Asset Management, LLC6,237$332.0K0.10%+415+7.1%Added
Capital Directions Investment Advisors, LLC6,302$335.0K0.10%00.0%Unchanged
Somerset Trust Co6,401$340.0K0.14%−64−1.0%Reduced
IBM Retirement Fund6,517$346.0K0.03%−1,659−20.3%Reduced
Jefferies Group LLC6,571$349.2K0.01%+6,571New
Brookstone Capital Management6,818$359.0K0.01%+6,818New
BP PLC6,936$369.0K0.02%−4,644−40.1%Reduced
GWM Advisors LLC7,090$377.0K0.01%+1,725+32.2%Added
Cigna Investments Inc7,198$382.0K0.03%−1,145−13.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,211$383.0K0.00%−2,846−28.3%Reduced
CWS Financial Advisors, LLC7,322$389.0K0.16%+175+2.4%Added
1832 Asset Management L.P.7,295$390.0K0.00%+1,075+17.3%Added
Palladium Partners LLC7,350$391.0K0.02%00.0%Unchanged
Glenview Trust Co7,454$396.0K0.02%00.0%Unchanged
Alphasimplex Group, LLC7,606$404.0K0.20%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.7,850$417.0K0.00%−1,100−12.3%Reduced
Penobscot Investment Management Company, Inc.8,270$439.0K0.07%+250+3.1%Added
Resonant Capital Advisors, LLC8,691$462.0K0.09%−127−1.4%Reduced
Ergoteles LLC8,785$467.0K0.01%+8,785New
Teton Advisors, Inc.8,800$468.0K0.06%00.0%Unchanged
Ambassador Advisors, LLC8,860$470.0K0.09%−14,244−61.7%Reduced
Fiduciary Trust Co8,904$473.0K0.01%00.0%Unchanged
Erste Asset Management GmbH8,900$476.3K0.01%00.0%Unchanged
Storebrand Asset Management AS9,026$479.6K0.00%00.0%Unchanged
World Asset Management Inc9,364$498.0K0.05%−396−4.1%Reduced
Seeyond9,638$512.0K0.05%+43+0.4%Added
FORA Capital, LLC10,108$537.0K0.10%+10,108New
FourThought Financial, LLC10,198$541.0K0.07%+54+0.5%Added
E. Ohman J:or Asset Management AB10,400$552.7K0.02%+5,400+108.0%Added
Illinois Municipal Retirement Fund10,583$562.0K0.02%00.0%Unchanged
National Pension Service10,820$575.0K0.00%+1,293+13.6%Added
Laurion Capital Management LP11,000$585.0K0.01%+11,000New
IHT Wealth Management, LLC11,165$593.0K0.04%+11,165New
Commerce Bank11,428$607.0K0.00%−8,536−42.8%Reduced
Daiwa Securities Group Inc.11,436$608.0K0.00%+600+5.5%Added
Exchange Traded Concepts, LLC11,461$609.0K0.02%+975+9.3%Added
AGF Investments LLC11,490$611.0K0.06%−1,989−14.8%Reduced
ExodusPoint Capital Management, LP11,528$613.0K0.01%−92,693−88.9%Reduced
Regentatlantic Capital LLC11,631$618.0K0.02%+11,631New
Unigestion Holding SA11,617$622.0K0.02%−6,549−36.1%Reduced
Ossiam11,785$641.0K0.02%+11,785New
Wedbush Securities Inc12,381$658.0K0.03%−129−1.0%Reduced
JustInvest LLC12,521$665.0K0.07%+12,521New
M&T Bank Corp12,555$667.0K0.00%−493−3.8%Reduced
Nordea Investment Management AB12,553$667.0K0.00%+743+6.3%Added
Shell Asset Management Co12,737$677.0K0.01%−1,799−12.4%Reduced
Shelton Capital Management13,111$697.0K0.03%00.0%Unchanged
Optimal Asset Management, Inc.13,416$713.0K0.08%00.0%Unchanged
Profund Advisors LLC14,193$755.0K0.03%−475−3.2%Reduced
Kennedy Capital Management, Inc.14,210$755.0K0.02%+664+4.9%Added
Oppenheimer Asset Management Inc.14,277$759.0K0.01%+441+3.2%Added
Allianz Asset Management GmbH14,763$784.0K0.00%−22,208−60.1%Reduced
Private Trust Co NA15,388$818.0K0.12%−1,120−6.8%Reduced
Qube Research & Technologies Ltd15,553$826.0K0.01%−147,750−90.5%Reduced
BDO Wealth Advisors, LLC15,554$827.0K0.09%+27+0.2%Added
Achmea Investment Management B.V.15,835$842.0K0.03%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd15,961$848.0K0.02%−3,410−17.6%Reduced
Worldquant Millennium Advisors LLC16,100$856.0K0.02%+16,100New
Harvest Investment Services, LLC16,132$857.0K0.36%−4,229−20.8%Reduced
Advisors Asset Management, Inc.16,119$857.0K0.01%−200−1.2%Reduced
First Republic Investment Management, Inc.16,169$859.0K0.00%−3,181−16.4%Reduced
Prospera Financial Services Inc16,528$878.0K0.04%+69+0.4%Added
First Hawaiian Bank16,669$886.0K0.04%−695−4.0%Reduced
Elo Mutual Pension Insurance Co17,140$911.0K0.03%−499−2.8%Reduced
Orrstown Financial Services Inc17,152$918.0K1.33%−610−3.4%Reduced