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, Q4 2021
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 553
- +40 vs. Q3 2021
- Shares held
- 206.2M
- +1.32M (+0.6%) vs. Q3 2021
- Total value
- $14.4B
- +$3.11B (+27.4%) vs. Q3 2021
- New holders
- 94
- 188 more added
- Sold out
- 54
- 178 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 6 | $0 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +4 | New |
| Evoke Wealth, LLC | 6 | $0 | 0.00% | +6 | New |
| Amplius Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 3 | $210 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 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 |
| Earnest Partners LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $2.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 36 | $2.53K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $3.00K | 0.00% | +36 | New |
| South State Corp. | 55 | $4.00K | 0.00% | −1,789−97.0% | Reduced |
| Central Trust Co | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 61 | $4.00K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 61 | $4.00K | 0.00% | +61 | New |
| Zions Bancorporation, N.A. | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 82 | $6.00K | 0.00% | +42+105.0% | Added |
| Snowden Capital Advisors LLC | 91 | $6.00K | 0.00% | +91 | New |
| Quent Capital, LLC | 87 | $6.00K | 0.00% | +87 | New |
| Sutton Wealth Advisors Inc. | 98 | $6.89K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 105 | $7.00K | 0.00% | +16+18.0% | Added |
| Altshuler Shaham Ltd | 111 | $8.00K | 0.00% | −985−89.9% | Reduced |
| Tucker Asset Management LLC | 120 | $8.38K | 0.00% | +120 | New |
| NEXT Financial Group, Inc | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 131 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 139 | $10.0K | 0.00% | +139 | New |
| Huntington National Bank | 153 | $11.0K | 0.00% | +31+25.4% | Added |
| Retirement Group, LLC | 172 | $12.0K | 0.01% | +172 | New |
| Proequities, Inc. | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 205 | $14.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 216 | $15.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 207 | $15.0K | 0.00% | +207 | New |
| Delta Asset Management LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $19.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 273 | $19.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 280 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 278 | $20.0K | 0.00% | +6+2.2% | Added |
| JJJ Advisors Inc. | 305 | $21.0K | 0.01% | +16+5.5% | Added |
| First Financial Corp | 372 | $26.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $26.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 380 | $27.0K | 0.01% | +151+65.9% | Added |
| Fred Alger Management, LLC | 385 | $27.0K | 0.00% | +385 | New |
| Concord Wealth Partners | 404 | $28.0K | 0.01% | +370+1,088.2% | Added |
| Aquatic Capital Management LLC | 400 | $28.0K | 0.05% | +400 | New |
| Fieldpoint Private Securities, LLC | 428 | $30.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 427 | $30.0K | 0.00% | +427 | New |
| State of Wyoming | 456 | $32.0K | 0.01% | +25+5.8% | Added |
| Carroll Financial Associates, Inc. | 488 | $33.0K | 0.00% | +3+0.6% | Added |
| Ogorek Anthony Joseph | 504 | $35.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 538 | $38.0K | 0.02% | +538 | New |
| West Oak Capital, LLC | 550 | $39.0K | 0.01% | +550 | New |
| AdvisorNet Financial, Inc | 592 | $42.0K | 0.00% | +20+3.5% | Added |
| CoreCap Advisors, LLC | 595 | $42.0K | 0.00% | +595 | New |
| Caldwell Trust Co | 676 | $47.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 683 | $48.0K | 0.00% | +25+3.8% | Added |
| Tobam | 795 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 796 | $56.0K | 0.04% | +796 | New |
| Spire Wealth Management | 814 | $57.0K | 0.00% | −786−49.1% | Reduced |
| Tfo-TDC, LLC | 848 | $57.0K | 0.01% | +848 | New |
| Archer Investment Corp | 845 | $59.4K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 848 | $60.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 883 | $62.1K | 0.00% | +753+579.2% | Added |
| Gables Capital Management Inc. | 893 | $63.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 937 | $66.0K | 0.09% | +937 | New |
| Gemmer Asset Management LLC | 973 | $68.0K | 0.01% | +1+0.1% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $70.3K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,018 | $72.0K | 0.01% | +9+0.9% | Added |
| Simon Quick Advisors, LLC | 1,081 | $76.0K | 0.02% | −874−44.7% | Reduced |
| Atticus Wealth Management, LLC | 1,170 | $82.0K | 0.03% | +1,170 | New |
| GraniteShares Advisors LLC | 1,328 | $93.0K | 0.04% | +1,328 | New |
| Signaturefd, LLC | 1,354 | $95.0K | 0.00% | −27−2.0% | Reduced |
| Trust Co of Vermont | 1,400 | $98.0K | 0.01% | +1,400 | New |
| Annapolis Financial Services, LLC | 1,480 | $104.0K | 0.03% | +1,480 | New |
| Koshinski Asset Management, Inc. | 1,657 | $116.5K | 0.01% | −33−2.0% | Reduced |
| Ci Investments Inc. | 1,691 | $119.0K | 0.00% | −3,615−68.1% | Reduced |
| Column Capital Advisors, LLC | 1,702 | $120.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,959 | $138.0K | 0.04% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,269 | $151.0K | 0.00% | +2,269 | New |
| Benjamin Edwards Inc | 2,276 | $160.0K | 0.05% | +1,301+133.4% | Added |
| TAP Consulting, LLC | 2,391 | $168.0K | 0.04% | +2,391 | New |
| Graves-Light Private Wealth Management, Inc. | 2,499 | $176.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,515 | $177.0K | 0.01% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,887 | $203.0K | 0.10% | +2,887 | New |
| Vestcor Inc | 2,954 | $208.0K | 0.01% | −589−16.6% | Reduced |
| Mercer Global Advisors Inc | 2,974 | $209.0K | 0.00% | +2,974 | New |