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 |
|---|---|---|---|---|---|
| CWM, LLC | 2,969 | $209.0K | 0.00% | +2,969 | New |
| Kingsview Wealth Management, LLC | 2,987 | $210.0K | 0.01% | +2,987 | New |
| Fayez Sarofim & Co | 3,007 | $211.0K | 0.00% | +3,007 | New |
| Graypoint LLC | 3,000 | $211.0K | 0.02% | +3,000 | New |
| Darwin Advisors, LLC | 3,400 | $218.0K | 0.03% | +3,400 | New |
| Ambassador Advisors, LLC | 3,185 | $224.0K | 0.04% | −4,794−60.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $225.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,288 | $232.0K | 0.00% | −131−3.8% | Reduced |
| Quantbot Technologies LP | 3,325 | $233.0K | 0.02% | −45,865−93.2% | Reduced |
| Pluribus Labs, LLC | 3,406 | $239.0K | 0.25% | +3,406 | New |
| Journey Strategic Wealth LLC | 3,410 | $240.0K | 0.02% | +3,410 | New |
| Anchor Investment Management, LLC | 3,480 | $244.6K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,500 | $246.0K | 0.02% | +3,500 | New |
| American Century Companies Inc | 3,522 | $248.0K | 0.00% | +3,522 | New |
| We Are One Seven, LLC | 3,589 | $252.0K | 0.03% | +3,589 | New |
| Moloney Securities Asset Management, LLC | 3,594 | $253.0K | 0.04% | −16,296−81.9% | Reduced |
| EP Wealth Advisors, LLC | 3,640 | $256.0K | 0.01% | −58−1.6% | Reduced |
| TownSquare Capital, LLC | 3,648 | $256.0K | 0.01% | +3,648 | New |
| Dark Forest Capital Management LP | 3,672 | $258.0K | 0.10% | +3,672 | New |
| Profund Advisors LLC | 3,694 | $260.0K | 0.01% | +3,694 | New |
| KB Financial Partners, LLC | 3,720 | $261.0K | 0.07% | −1,802−32.6% | Reduced |
| MAI Capital Management | 3,759 | $264.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,800 | $267.0K | 0.00% | +3,800 | New |
| IBM Retirement Fund | 3,871 | $272.0K | 0.03% | −2,646−40.6% | Reduced |
| Mattern Wealth Management LLC | 3,910 | $275.0K | 0.08% | −74−1.9% | Reduced |
| Claro Advisors LLC | 3,937 | $277.0K | 0.10% | +171+4.5% | Added |
| SkyView Investment Advisors, LLC | 5,130 | $280.0K | 0.06% | −813−13.7% | Reduced |
| Means Investment Co., Inc. | 4,000 | $281.0K | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,000 | $281.0K | 0.08% | 00.0% | Unchanged |
| 6 Meridian | 4,030 | $283.0K | 0.02% | +8+0.2% | Added |
| Vontobel Holding Ltd. | 4,048 | $283.0K | 0.00% | +154+4.0% | Added |
| Pinnacle Associates Ltd | 4,046 | $284.0K | 0.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,138 | $291.0K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 4,173 | $293.0K | 0.00% | +4,173 | New |
| Parallel Advisors, LLC | 4,286 | $301.0K | 0.01% | +530+14.1% | Added |
| Stonebridge Capital Advisors LLC | 4,300 | $302.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,392 | $309.0K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 4,407 | $310.0K | 0.05% | +40+0.9% | Added |
| Proficio Capital Partners LLC | 4,442 | $312.0K | 0.04% | −8−0.2% | Reduced |
| RMB Capital Management, LLC | 4,455 | $313.0K | 0.01% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 4,519 | $315.0K | 0.24% | −2,497−35.6% | Reduced |
| Martingale Asset Management L P | 4,511 | $318.0K | 0.00% | −588−11.5% | Reduced |
| Pathstone Family Office, LLC | 4,526 | $318.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,546 | $319.0K | 0.04% | +40+0.9% | Added |
| Hotaling Investment Management, LLC | 4,537 | $319.0K | 0.11% | +51+1.1% | Added |
| Mayflower Financial Advisors, LLC | 4,600 | $323.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,700 | $330.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,698 | $330.0K | 0.01% | +41+0.9% | Added |
| Forum Financial Management, LP | 4,780 | $336.0K | 0.02% | +4,780 | New |
| Sabal Trust CO | 4,868 | $342.0K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,898 | $344.0K | 0.10% | −60−1.2% | Reduced |
| Cetera Advisor Networks LLC | 4,916 | $346.0K | 0.00% | +4,916 | New |
| MML Investors Services, LLC | 4,936 | $347.0K | 0.00% | +528+12.0% | Added |
| E. Ohman J:or Asset Management AB | 5,000 | $351.4K | 0.01% | −5,400−51.9% | Reduced |
| Creative Planning | 5,016 | $353.0K | 0.00% | −61−1.2% | Reduced |
| Investors Asset Management of Georgia Inc | 5,050 | $355.0K | 0.17% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 5,067 | $356.0K | 0.06% | +170+3.5% | Added |
| Diversified Trust Co | 5,199 | $365.0K | 0.01% | +5,199 | New |
| Cigna Investments Inc | 5,248 | $369.0K | 0.03% | −1,850−26.1% | Reduced |
| Wetherby Asset Management Inc | 5,244 | $369.0K | 0.02% | −132−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,304 | $370.0K | 0.00% | +5,304 | New |
| Cannell Peter B & Co Inc | 5,300 | $372.0K | 0.01% | −500−8.6% | Reduced |
| Shell Asset Management Co | 5,416 | $381.0K | 0.01% | +30+0.6% | Added |
| Cadent Capital Advisors, LLC | 5,437 | $382.0K | 0.17% | +1,338+32.6% | Added |
| Cubist Systematic Strategies, LLC | 5,462 | $384.0K | 0.00% | −190,666−97.2% | Reduced |
| Krane Funds Advisors LLC | 5,520 | $388.0K | 0.01% | −1,713−23.7% | Reduced |
| Washington Trust Bank | 5,692 | $400.0K | 0.04% | +1,262+28.5% | Added |
| Symmetry Partners, LLC | 5,712 | $401.0K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,869 | $410.0K | 0.01% | +140+2.4% | Added |
| Rowland & Co Investment Counsel | 5,930 | $416.8K | 0.09% | −195−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,932 | $417.0K | 0.00% | −1,578−21.0% | Reduced |
| Financial Enhancement Group LLC | 5,943 | $418.0K | 0.07% | +665+12.6% | Added |
| Baker Tilly Wealth Management, LLC | 5,949 | $418.0K | 0.04% | +1,168+24.4% | Added |
| Independent Financial Group, LLC | 5,949 | $418.1K | 0.03% | +5,949 | New |
| CWM Advisors, LLC | 5,980 | $420.0K | 0.05% | −55−0.9% | Reduced |
| SEI Investments Co | 6,131 | $431.0K | 0.00% | +6,131 | New |
| Xcel Wealth Management, LLC | 6,227 | $438.0K | 0.11% | +200+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,278 | $441.0K | 0.04% | +149+2.4% | Added |
| Walleye Capital LLC | 6,294 | $442.0K | 0.01% | +6,294 | New |
| Capital Directions Investment Advisors, LLC | 6,302 | $443.0K | 0.13% | 00.0% | Unchanged |
| JSF Financial, LLC | 6,306 | $443.0K | 0.22% | +591+10.3% | Added |
| Somerset Trust Co | 6,346 | $446.0K | 0.16% | +113+1.8% | Added |
| Advisor Partners LLC | 6,342 | $446.0K | 0.03% | +458+7.8% | Added |
| Seven Eight Capital, LP | 6,388 | $449.0K | 0.08% | −13,505−67.9% | Reduced |
| Horizon Investments, LLC | 6,473 | $454.0K | 0.01% | +6,473 | New |
| Chemistry Wealth Management LLC | 6,465 | $454.0K | 0.38% | +6,465 | New |
| Next Level Private LLC | 6,465 | $454.0K | 0.38% | +6,465 | New |
| Brookstone Capital Management | 6,818 | $468.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,870 | $483.0K | 0.01% | +3,445+100.6% | Added |
| 1832 Asset Management L.P. | 6,861 | $484.0K | 0.00% | −5,943−46.4% | Reduced |
| Harvest Investment Services, LLC | 7,057 | $495.0K | 0.21% | −10,381−59.5% | Reduced |
| CWS Financial Advisors, LLC | 7,100 | $499.0K | 0.18% | +7,100 | New |
| Tributary Capital Management, LLC | 7,200 | $506.0K | 0.04% | +7,200 | New |
| Norinchukin Bank, The | 7,273 | $511.0K | 0.01% | −100−1.4% | Reduced |
| Palladium Partners LLC | 7,350 | $517.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 7,395 | $520.0K | 0.04% | +7,395 | New |
| Glenview Trust Co | 7,454 | $524.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7,473 | $525.0K | 0.07% | −512−6.4% | Reduced |
| ETF Managers Group, LLC | 7,670 | $535.0K | 0.01% | +7,670 | New |
| Two Sigma Investments, LP | 7,946 | $558.0K | 0.00% | +7,946 | New |