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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,600 | $85.0K | 0.00% | −14−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,452 | $77.0K | 0.00% | +1,168+411.3% | Added |
| Trust Co of Vermont | 1,400 | $74.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,331 | $71.0K | 0.00% | +1,331 | New |
| Signaturefd, LLC | 1,201 | $64.0K | 0.00% | −158−11.6% | Reduced |
| Simon Quick Advisors, LLC | 1,077 | $57.0K | 0.02% | +2+0.2% | Added |
| 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 |
| Glen Eagle Advisors, LLC | 1,000 | $53.1K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 971 | $52.0K | 0.01% | +1+0.1% | Added |
| BBVA USA | 956 | $51.0K | 0.00% | +956 | New |
| Alpha Paradigm Partners, LLC | 966 | $51.0K | 0.02% | +966 | New |
| AdvisorNet Financial, Inc | 920 | $49.0K | 0.00% | 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 |
| Howe & Rusling Inc | 848 | $45.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 845 | $44.9K | 0.02% | 00.0% | Unchanged |
| Tobam | 795 | $42.0K | 0.00% | +795 | New |
| Caldwell Trust Co | 676 | $35.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 584 | $31.0K | 0.00% | +142+32.1% | Added |
| State of Wyoming | 588 | $31.0K | 0.02% | +588 | New |
| FFT Wealth Management LLC | 526 | $28.0K | 0.01% | +526 | New |
| SkyView Investment Advisors, LLC | 580 | $27.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 500 | $27.0K | 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 |
| 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 |
| First Financial Corp | 372 | $20.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $20.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 337 | $18.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 317 | $17.0K | 0.00% | +141+80.1% | Added |
| WealthShield Partners, LLC | 300 | $16.0K | 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 |
| Country Trust Bank | 270 | $14.0K | 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 |
| Private Capital Group, LLC | 229 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Red Door Wealth Management, LLC | 159 | $8.00K | 0.00% | +159 | New |
| Rocky Mountain Advisers, LLC | 136 | $7.00K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 118 | $6.00K | 0.00% | +55+87.3% | Added |
| Sutton Wealth Advisors Inc. | 98 | $5.21K | 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 |
| 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 |
| Plante Moran Financial Advisors, LLC | 49 | $3.00K | 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 |
| Raffa Wealth Management, LLC | 36 | $1.91K | 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 |
| Heritage Wealth Advisors | 18 | $957 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | – | – | −1−11.1% | Reduced |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −314,430−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −298,233−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −95,292−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −68,025−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −64,470−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −57,183−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,864−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −36,169−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,696−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,364−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,869−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −25,140−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −21,459−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,854−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −19,554−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −15,609−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14,218−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −14,055−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,116−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −11,870−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −9,069−100.0% | Sold out |
| Adams Chetwood Wealth Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,154−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,426−100.0% | Sold out |