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, Q3 2021
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 518
- +55 vs. Q2 2021
- Shares held
- 205.0M
- +4.06M (+2.0%) vs. Q2 2021
- Total value
- $11.3B
- +$687.7M (+6.5%) vs. Q2 2021
- New holders
- 86
- 174 more added
- Sold out
- 31
- 160 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 70 | $0 | 0.00% | +70 | New |
| WestEnd Advisors, LLC | – | $166 | 0.00% | – | New |
| National Pension Service | 26 | $1.00K | 0.00% | −10,794−99.8% | Reduced |
| Earnest Partners LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $2.00K | 0.00% | −303−89.9% | Reduced |
| Washington Trust Co | 40 | $2.00K | 0.00% | −5−11.1% | Reduced |
| Massmutual Trust Co FSB | 40 | $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 |
| Bellevue Asset Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 39 | $2.00K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 37 | $2.00K | 0.00% | +37 | New |
| Plante Moran Financial Advisors, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 56 | $3.00K | 0.00% | +56 | New |
| Capstone Investment Advisors, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Asset Dedication, LLC | 62 | $3.00K | 0.00% | +62 | New |
| Meridian Wealth Partners, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Bellwether Advisors, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Zions Bancorporation, N.A. | 76 | $4.00K | 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 |
| Vigilant Capital Management, LLC | 88 | $5.00K | 0.00% | +88 | New |
| D'Orazio & Associates, Inc. | 87 | $5.00K | 0.00% | +87 | New |
| Sutton Wealth Advisors Inc. | 98 | $5.43K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $6.00K | 0.00% | +24+31.2% | Added |
| Huntington National Bank | 122 | $7.00K | 0.00% | +4+3.4% | Added |
| NEXT Financial Group, Inc | 123 | $7.00K | 0.00% | +123 | New |
| BerganKDV Wealth Management, LLC | 131 | $7.00K | 0.00% | +131 | New |
| American Portfolios Advisors | 130 | $7.21K | 0.00% | +130 | New |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $9.00K | 0.01% | +147 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 176 | $10.0K | 0.00% | −141−44.5% | Reduced |
| 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 |
| First Manhattan Co | 218 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 216 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 229 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 272 | $15.0K | 0.00% | +36+15.3% | Added |
| RWM Asset Management, LLC | 273 | $15.0K | 0.00% | +273 | New |
| Duncker Streett & Co Inc | 280 | $16.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 289 | $16.0K | 0.01% | +15+5.5% | Added |
| Consolidated Planning Corp | 316 | $18.0K | 0.01% | +316 | New |
| First Financial Corp | 372 | $21.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 379 | $21.0K | 0.00% | +379 | New |
| State of Wyoming | 431 | $24.0K | 0.02% | −157−26.7% | Reduced |
| Fieldpoint Private Securities, LLC | 428 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 485 | $26.0K | 0.00% | +36+8.0% | Added |
| Ogorek Anthony Joseph | 504 | $27.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 572 | $32.0K | 0.00% | −348−37.8% | Reduced |
| Meeder Asset Management Inc | 641 | $36.0K | 0.00% | +57+9.8% | Added |
| Fifth Third Bancorp | 658 | $36.0K | 0.00% | +175+36.2% | Added |
| Caldwell Trust Co | 676 | $37.5K | 0.00% | 00.0% | Unchanged |
| Tobam | 795 | $44.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 845 | $46.9K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 848 | $47.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 893 | $50.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 956 | $53.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 972 | $54.0K | 0.01% | +1+0.1% | Added |
| Benjamin Edwards Inc | 975 | $54.0K | 0.03% | +975 | New |
| Glen Eagle Advisors, LLC | 1,000 | $55.5K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,009 | $56.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,096 | $61.0K | 0.00% | −235−17.7% | Reduced |
| Berman Capital Advisors, LLC | 1,303 | $72.0K | 0.01% | +406+45.3% | Added |
| Signaturefd, LLC | 1,381 | $77.0K | 0.00% | +180+15.0% | Added |
| Neo Ivy Capital Management | 2,053 | $84.0K | 0.10% | +2,053 | New |
| Spire Wealth Management | 1,600 | $89.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,690 | $93.7K | 0.01% | +1,690 | New |
| Column Capital Advisors, LLC | 1,702 | $94.0K | 0.02% | −243−12.5% | Reduced |
| South State Corp. | 1,844 | $102.0K | 0.01% | +1,844 | New |
| Simon Quick Advisors, LLC | 1,955 | $108.0K | 0.03% | +878+81.5% | Added |
| Sentry Investment Management LLC | 1,959 | $109.0K | 0.03% | +1,959 | New |
| NuWave Investment Management, LLC | 2,110 | $117.0K | 0.13% | +2,110 | New |
| Smithfield Trust Co | 2,515 | $139.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,499 | $139.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 2,743 | $152.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $177.0K | 0.01% | −1,800−36.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,195 | $177.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,285 | $182.0K | 0.03% | +19+0.6% | Added |
| Simplex Trading, LLC | 3,487 | $186.0K | 0.01% | +2+0.1% | Added |
| IFP Advisors, Inc | 3,419 | $190.0K | 0.00% | +129+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 3,425 | $190.0K | 0.00% | +1,973+135.9% | Added |
| Anchor Investment Management, LLC | 3,480 | $193.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 3,543 | $196.0K | 0.01% | −480−11.9% | Reduced |
| EP Wealth Advisors, LLC | 3,698 | $205.0K | 0.01% | +3,698 | New |
| Parallel Advisors, LLC | 3,756 | $208.0K | 0.01% | +1,228+48.6% | Added |
| MAI Capital Management | 3,759 | $208.0K | 0.00% | +3,759 | New |
| Claro Advisors LLC | 3,766 | $209.0K | 0.09% | +3,766 | New |
| Vontobel Holding Ltd. | 3,894 | $216.0K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 3,962 | $220.0K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,984 | $221.0K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,000 | $222.0K | 0.07% | 00.0% | Unchanged |