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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
IHT Wealth Management, LLC11,165$593.0K0.04%+11,165New
Laurion Capital Management LP11,000$585.0K0.01%+11,000New
National Pension Service10,820$575.0K0.00%+1,293+13.6%Added
Illinois Municipal Retirement Fund10,583$562.0K0.02%00.0%Unchanged
E. Ohman J:or Asset Management AB10,400$552.7K0.02%+5,400+108.0%Added
FourThought Financial, LLC10,198$541.0K0.07%+54+0.5%Added
FORA Capital, LLC10,108$537.0K0.10%+10,108New
Seeyond9,638$512.0K0.05%+43+0.4%Added
World Asset Management Inc9,364$498.0K0.05%−396−4.1%Reduced
Storebrand Asset Management AS9,026$479.6K0.00%00.0%Unchanged
Erste Asset Management GmbH8,900$476.3K0.01%00.0%Unchanged
Fiduciary Trust Co8,904$473.0K0.01%00.0%Unchanged
Ambassador Advisors, LLC8,860$470.0K0.09%−14,244−61.7%Reduced
Teton Advisors, Inc.8,800$468.0K0.06%00.0%Unchanged
Ergoteles LLC8,785$467.0K0.01%+8,785New
Resonant Capital Advisors, LLC8,691$462.0K0.09%−127−1.4%Reduced
Penobscot Investment Management Company, Inc.8,270$439.0K0.07%+250+3.1%Added
Fuller & Thaler Asset Management, Inc.7,850$417.0K0.00%−1,100−12.3%Reduced
Alphasimplex Group, LLC7,606$404.0K0.20%00.0%Unchanged
Glenview Trust Co7,454$396.0K0.02%00.0%Unchanged
Palladium Partners LLC7,350$391.0K0.02%00.0%Unchanged
1832 Asset Management L.P.7,295$390.0K0.00%+1,075+17.3%Added
CWS Financial Advisors, LLC7,322$389.0K0.16%+175+2.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,211$383.0K0.00%−2,846−28.3%Reduced
Cigna Investments Inc7,198$382.0K0.03%−1,145−13.7%Reduced
GWM Advisors LLC7,090$377.0K0.01%+1,725+32.2%Added
BP PLC6,936$369.0K0.02%−4,644−40.1%Reduced
Brookstone Capital Management6,818$359.0K0.01%+6,818New
Jefferies Group LLC6,571$349.2K0.01%+6,571New
IBM Retirement Fund6,517$346.0K0.03%−1,659−20.3%Reduced
Somerset Trust Co6,401$340.0K0.14%−64−1.0%Reduced
Capital Directions Investment Advisors, LLC6,302$335.0K0.10%00.0%Unchanged
Bruderman Asset Management, LLC6,237$332.0K0.10%+415+7.1%Added
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
Rowland & Co Investment Counsel6,125$325.5K0.08%00.0%Unchanged
Xcel Wealth Management, LLC5,939$316.0K0.10%+1,203+25.4%Added
Cannell Peter B & Co Inc5,800$308.0K0.01%00.0%Unchanged
Advisor Partners LLC5,742$305.0K0.02%−25−0.4%Reduced
Symmetry Partners, LLC5,712$304.0K0.02%00.0%Unchanged
Walleye Trading LLC5,641$300.0K0.01%+5,641New
Procyon Private Wealth Partners, LLC5,433$289.0K0.08%00.0%Unchanged
Ci Investments Inc.5,344$284.0K0.00%+1,003+23.1%Added
Wetherby Asset Management Inc5,321$283.0K0.02%+5,321New
Occidental Asset Management, LLC5,279$281.0K0.07%−1,238−19.0%Reduced
Integrated Investment Consultants, LLC5,250$279.0K0.08%+5,250New
Strategy Asset Managers LLC5,197$276.0K0.06%+455+9.6%Added
Mirabella Financial Services LLP5,164$274.0K0.05%+5,164New
Creative Planning5,076$270.0K0.00%−614−10.8%Reduced
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
Proficio Capital Partners LLC5,004$266.0K0.03%+282+6.0%Added
Livforsakringsbolaget Skandia, Omsesidigt5,000$266.0K0.02%+2,700+117.4%Added
SevenBridge Financial Group, LLC4,978$265.0K0.09%00.0%Unchanged
Claybrook Capital, LLC4,978$265.0K0.09%+4,978New
Centiva Capital, LP4,956$263.0K0.02%+4,956New
River Wealth Advisors LLC4,897$260.0K0.05%+170+3.6%Added
Seven Eight Capital, LP4,900$260.0K0.04%+4,900New
Sabal Trust CO4,868$259.0K0.02%00.0%Unchanged
Barings LLC4,778$254.0K0.01%00.0%Unchanged
KB Financial Partners, LLC4,773$254.0K0.10%+771+19.3%Added
TAP Consulting, LLC4,767$253.0K0.07%−1,704−26.3%Reduced
Banque Cantonale Vaudoise4,700$250.0K0.01%00.0%Unchanged
Buckingham Strategic Wealth, LLC4,657$247.0K0.01%00.0%Unchanged
Mayflower Financial Advisors, LLC4,595$244.0K0.03%+4,595New
6 Meridian4,543$241.0K0.02%−158−3.4%Reduced
Wealthfront Advisers LLC4,537$241.0K0.00%+4,537New
Checchi Capital Advisers, LLC4,496$239.0K0.03%−146−3.1%Reduced
B. Metzler seel. Sohn & Co. Holding AG4,494$239.0K0.00%+4,494New
RMB Capital Management, LLC4,455$237.0K0.01%+4,455New
Cetera Advisor Networks LLC4,439$236.0K0.00%−15−0.3%Reduced
Moors & Cabot, Inc.4,392$233.0K0.02%00.0%Unchanged
Stonebridge Capital Advisors LLC4,300$229.0K0.03%00.0%Unchanged
Gilbert & Cook, Inc.4,269$227.0K0.04%+4,269New
Weld Capital Management LLC4,207$224.0K0.23%+4,207New
Hotaling Investment Management, LLC4,215$224.0K0.09%+4,215New
Toroso Investments, LLC4,199$223.0K0.01%+4,199New
Baker Tilly Wealth Management, LLC4,182$222.0K0.04%+4,182New
Exencial Wealth Advisors, LLC4,147$220.0K0.01%+4,147New
Redpoint Investment Management Pty Ltd4,138$220.0K0.02%+4,138New
Cadent Capital Advisors, LLC4,098$218.0K0.09%+4,098New
Pinnacle Associates Ltd4,046$215.0K0.00%+4,046New
Vestcor Inc4,023$214.0K0.01%−17,090−80.9%Reduced
Mattern Wealth Management LLC3,984$214.0K0.07%+3,984New
Hunter Associates Investment Management LLC4,000$213.0K0.07%−17,200−81.1%Reduced
Means Investment Co., Inc.4,000$213.0K0.04%+4,000New
Chilton Investment Co LLC3,962$211.0K0.01%+3,962New
Vontobel Holding Ltd.3,894$209.0K0.00%+3,894New
Agf Investments Inc.3,492$186.0K0.00%−414−10.6%Reduced
Simplex Trading, LLC3,485$185.0K0.01%+2,261+184.7%Added
Anchor Investment Management, LLC3,480$184.9K0.03%00.0%Unchanged
IFP Advisors, Inc3,290$177.0K0.00%+1,873+132.2%Added
Institutional & Family Asset Management, LLC3,266$174.0K0.03%−632−16.2%Reduced
Benjamin F. Edwards & Company, Inc.3,195$170.0K0.01%00.0%Unchanged
STRS Ohio2,743$145.0K0.00%00.0%Unchanged
Smithfield Trust Co2,515$134.0K0.01%00.0%Unchanged
Parallel Advisors, LLC2,528$134.0K0.01%+1,642+185.3%Added
Graves-Light Private Wealth Management, Inc.2,499$133.0K0.02%−396−13.7%Reduced
CWM, LLC2,168$115.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC1,945$103.0K0.02%−161−7.6%Reduced