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 |
|---|---|---|---|---|---|
| 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 |
| Country Trust Bank | 270 | $19.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 273 | $19.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $18.0K | 0.00% | 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 |
| 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 |
| Retirement Group, LLC | 172 | $12.0K | 0.01% | +172 | New |
| Huntington National Bank | 153 | $11.0K | 0.00% | +31+25.4% | Added |
| Rocky Mountain Advisers, LLC | 136 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 139 | $10.0K | 0.00% | +139 | 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 |
| Tucker Asset Management LLC | 120 | $8.38K | 0.00% | +120 | New |
| Altshuler Shaham Ltd | 111 | $8.00K | 0.00% | −985−89.9% | Reduced |
| 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 |
| Sutton Wealth Advisors Inc. | 98 | $6.89K | 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 |
| Zions Bancorporation, N.A. | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 36 | $2.53K | 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 |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $210 | 0.00% | – | – |
| 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 |
| Sofos Investments, Inc. | 840 | – | – | +832+10,400.0% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −135,600−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −69,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −69,381−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −61,033−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −54,427−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −52,258−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,978−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −40,703−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −38,931−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −38,384−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −32,501−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −27,725−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −25,432−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −21,855−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −21,672−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,189−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −22,334−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −20,379−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −19,633−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,346−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,547−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,622−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,485−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,445−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,122−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,652−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,232−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,127−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,486−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,204−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,053−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −379−100.0% | Sold out |