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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 4,916 | $346.0K | 0.00% | +4,916 | New |
| SevenBridge Financial Group, LLC | 4,898 | $344.0K | 0.10% | −60−1.2% | Reduced |
| Sabal Trust CO | 4,868 | $342.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,780 | $336.0K | 0.02% | +4,780 | New |
| 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 |
| Mayflower Financial Advisors, LLC | 4,600 | $323.0K | 0.04% | 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 |
| 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 |
| Bruderman Asset Management, LLC | 4,519 | $315.0K | 0.24% | −2,497−35.6% | Reduced |
| RMB Capital Management, LLC | 4,455 | $313.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,442 | $312.0K | 0.04% | −8−0.2% | Reduced |
| Gilbert & Cook, Inc. | 4,407 | $310.0K | 0.05% | +40+0.9% | Added |
| Moors & Cabot, Inc. | 4,392 | $309.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,300 | $302.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,286 | $301.0K | 0.01% | +530+14.1% | Added |
| Clark Capital Management Group, Inc. | 4,173 | $293.0K | 0.00% | +4,173 | New |
| Redpoint Investment Management Pty Ltd | 4,138 | $291.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,046 | $284.0K | 0.00% | 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 |
| 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 |
| SkyView Investment Advisors, LLC | 5,130 | $280.0K | 0.06% | −813−13.7% | Reduced |
| Claro Advisors LLC | 3,937 | $277.0K | 0.10% | +171+4.5% | Added |
| Mattern Wealth Management LLC | 3,910 | $275.0K | 0.08% | −74−1.9% | Reduced |
| IBM Retirement Fund | 3,871 | $272.0K | 0.03% | −2,646−40.6% | Reduced |
| Two Sigma Advisers, LP | 3,800 | $267.0K | 0.00% | +3,800 | New |
| MAI Capital Management | 3,759 | $264.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,720 | $261.0K | 0.07% | −1,802−32.6% | Reduced |
| Profund Advisors LLC | 3,694 | $260.0K | 0.01% | +3,694 | New |
| Dark Forest Capital Management LP | 3,672 | $258.0K | 0.10% | +3,672 | New |
| 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 |
| Moloney Securities Asset Management, LLC | 3,594 | $253.0K | 0.04% | −16,296−81.9% | Reduced |
| We Are One Seven, LLC | 3,589 | $252.0K | 0.03% | +3,589 | New |
| American Century Companies Inc | 3,522 | $248.0K | 0.00% | +3,522 | New |
| Tokio Marine Asset Management Co Ltd | 3,500 | $246.0K | 0.02% | +3,500 | New |
| Anchor Investment Management, LLC | 3,480 | $244.6K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,410 | $240.0K | 0.02% | +3,410 | New |
| Pluribus Labs, LLC | 3,406 | $239.0K | 0.25% | +3,406 | New |
| Quantbot Technologies LP | 3,325 | $233.0K | 0.02% | −45,865−93.2% | Reduced |
| IFP Advisors, Inc | 3,288 | $232.0K | 0.00% | −131−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $225.0K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,185 | $224.0K | 0.04% | −4,794−60.1% | Reduced |
| Darwin Advisors, LLC | 3,400 | $218.0K | 0.03% | +3,400 | New |
| Fayez Sarofim & Co | 3,007 | $211.0K | 0.00% | +3,007 | New |
| Graypoint LLC | 3,000 | $211.0K | 0.02% | +3,000 | New |
| Kingsview Wealth Management, LLC | 2,987 | $210.0K | 0.01% | +2,987 | New |
| Mercer Global Advisors Inc | 2,974 | $209.0K | 0.00% | +2,974 | New |
| CWM, LLC | 2,969 | $209.0K | 0.00% | +2,969 | New |
| Vestcor Inc | 2,954 | $208.0K | 0.01% | −589−16.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,887 | $203.0K | 0.10% | +2,887 | New |
| Smithfield Trust Co | 2,515 | $177.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,499 | $176.0K | 0.03% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,391 | $168.0K | 0.04% | +2,391 | New |
| Benjamin Edwards Inc | 2,276 | $160.0K | 0.05% | +1,301+133.4% | Added |
| Alaska Permanent Fund Corp | 2,269 | $151.0K | 0.00% | +2,269 | New |
| Sentry Investment Management LLC | 1,959 | $138.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,702 | $120.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,691 | $119.0K | 0.00% | −3,615−68.1% | Reduced |
| Koshinski Asset Management, Inc. | 1,657 | $116.5K | 0.01% | −33−2.0% | Reduced |
| Annapolis Financial Services, LLC | 1,480 | $104.0K | 0.03% | +1,480 | New |
| Trust Co of Vermont | 1,400 | $98.0K | 0.01% | +1,400 | New |
| Signaturefd, LLC | 1,354 | $95.0K | 0.00% | −27−2.0% | Reduced |
| GraniteShares Advisors LLC | 1,328 | $93.0K | 0.04% | +1,328 | New |
| Atticus Wealth Management, LLC | 1,170 | $82.0K | 0.03% | +1,170 | New |
| Simon Quick Advisors, LLC | 1,081 | $76.0K | 0.02% | −874−44.7% | Reduced |
| Kings Point Capital Management | 1,018 | $72.0K | 0.01% | +9+0.9% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $70.3K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 973 | $68.0K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 937 | $66.0K | 0.09% | +937 | New |
| Gables Capital Management Inc. | 893 | $63.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 883 | $62.1K | 0.00% | +753+579.2% | Added |
| Howe & Rusling Inc | 848 | $60.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 845 | $59.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 814 | $57.0K | 0.00% | −786−49.1% | Reduced |
| Tfo-TDC, LLC | 848 | $57.0K | 0.01% | +848 | New |
| Tobam | 795 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 796 | $56.0K | 0.04% | +796 | New |
| Fifth Third Bancorp | 683 | $48.0K | 0.00% | +25+3.8% | Added |
| Caldwell Trust Co | 676 | $47.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 592 | $42.0K | 0.00% | +20+3.5% | Added |
| CoreCap Advisors, LLC | 595 | $42.0K | 0.00% | +595 | New |
| West Oak Capital, LLC | 550 | $39.0K | 0.01% | +550 | New |
| Fortitude Advisory Group L.L.C. | 538 | $38.0K | 0.02% | +538 | New |
| Ogorek Anthony Joseph | 504 | $35.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 488 | $33.0K | 0.00% | +3+0.6% | Added |
| State of Wyoming | 456 | $32.0K | 0.01% | +25+5.8% | Added |
| Fieldpoint Private Securities, LLC | 428 | $30.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 427 | $30.0K | 0.00% | +427 | 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 |
| Private Capital Group, LLC | 380 | $27.0K | 0.01% | +151+65.9% | Added |
| Fred Alger Management, LLC | 385 | $27.0K | 0.00% | +385 | New |
| First Financial Corp | 372 | $26.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $26.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 305 | $21.0K | 0.01% | +16+5.5% | Added |