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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 4,486 | $249.0K | 0.02% | +4,486 | New |
| Proficio Capital Partners LLC | 4,450 | $247.0K | 0.03% | −554−11.1% | Reduced |
| RMB Capital Management, LLC | 4,455 | $247.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 4,430 | $246.0K | 0.03% | +4,430 | New |
| Moors & Cabot, Inc. | 4,392 | $244.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,408 | $244.0K | 0.00% | +4,408 | New |
| Jump Financial, LLC | 4,400 | $244.0K | 0.02% | +4,400 | New |
| Gilbert & Cook, Inc. | 4,367 | $242.0K | 0.04% | +98+2.3% | Added |
| Stonebridge Capital Advisors LLC | 4,300 | $238.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,204 | $233.0K | 0.02% | +4,204 | New |
| Marshall Wace, LLP | 4,161 | $231.0K | 0.00% | +4,161 | New |
| Redpoint Investment Management Pty Ltd | 4,138 | $229.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,099 | $227.0K | 0.10% | +10.0% | Added |
| Bayesian Capital Management, LP | 4,100 | $227.0K | 0.07% | +4,100 | New |
| Pinnacle Associates Ltd | 4,046 | $224.0K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 4,022 | $223.0K | 0.02% | −521−11.5% | Reduced |
| 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 |
| Mattern Wealth Management LLC | 3,984 | $221.0K | 0.07% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 3,962 | $220.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,894 | $216.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,766 | $209.0K | 0.09% | +3,766 | 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 |
| EP Wealth Advisors, LLC | 3,698 | $205.0K | 0.01% | +3,698 | New |
| Vestcor Inc | 3,543 | $196.0K | 0.01% | −480−11.9% | Reduced |
| Anchor Investment Management, LLC | 3,480 | $193.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Simplex Trading, LLC | 3,487 | $186.0K | 0.01% | +2+0.1% | Added |
| Institutional & Family Asset Management, LLC | 3,285 | $182.0K | 0.03% | +19+0.6% | Added |
| 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 |
| STRS Ohio | 2,743 | $152.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| NuWave Investment Management, LLC | 2,110 | $117.0K | 0.13% | +2,110 | New |
| Sentry Investment Management LLC | 1,959 | $109.0K | 0.03% | +1,959 | New |
| Simon Quick Advisors, LLC | 1,955 | $108.0K | 0.03% | +878+81.5% | Added |
| South State Corp. | 1,844 | $102.0K | 0.01% | +1,844 | New |
| Column Capital Advisors, LLC | 1,702 | $94.0K | 0.02% | −243−12.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,690 | $93.7K | 0.01% | +1,690 | New |
| Spire Wealth Management | 1,600 | $89.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,053 | $84.0K | 0.10% | +2,053 | New |
| Signaturefd, LLC | 1,381 | $77.0K | 0.00% | +180+15.0% | Added |
| Berman Capital Advisors, LLC | 1,303 | $72.0K | 0.01% | +406+45.3% | Added |
| Altshuler Shaham Ltd | 1,096 | $61.0K | 0.00% | −235−17.7% | Reduced |
| Kings Point Capital Management | 1,009 | $56.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,000 | $55.5K | 0.02% | 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 |
| BBVA USA | 956 | $53.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 893 | $50.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 848 | $47.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 845 | $46.9K | 0.02% | 00.0% | Unchanged |
| Tobam | 795 | $44.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $37.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 572 | $32.0K | 0.00% | −348−37.8% | Reduced |
| Norway Savings Bank | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 485 | $26.0K | 0.00% | +36+8.0% | Added |
| State of Wyoming | 431 | $24.0K | 0.02% | −157−26.7% | Reduced |
| Fieldpoint Private Securities, LLC | 428 | $24.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Consolidated Planning Corp | 316 | $18.0K | 0.01% | +316 | 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 |
| 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 |
| Delta Asset Management LLC | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 229 | $13.0K | 0.00% | 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 |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 176 | $10.0K | 0.00% | −141−44.5% | Reduced |
| Red Tortoise LLC | 147 | $9.00K | 0.01% | +147 | New |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 130 | $7.21K | 0.00% | +130 | New |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 98 | $5.43K | 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 |
| 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 |
| Central Trust Co | 56 | $3.00K | 0.00% | +56 | New |
| Capstone Investment Advisors, LLC | 57 | $3.00K | 0.00% | +57 | New |