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Livermore
Livermore
ZHEN

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, Q1 2022

Institutional positions in Brown & Brown, Inc. as of Mar 31, 2022. 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
581
+33 vs. Q4 2021
Shares held
205.1M
−974.7K (−0.5%) vs. Q4 2021
Total value
$14.8B
+$332.0M (+2.3%) vs. Q4 2021
New holders
84
219 more added
Sold out
51
192 more reduced

5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 581 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2022: $14.8B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2021.

Institutions holding BRO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC1$00.00%+1New
Dixon Hughes Goodman Wealth Advisors LLC1$00.00%+1New
WestEnd Advisors, LLC–$2160.00%––
Longfellow Investment Management Co LLC5$1.00K0.00%00.0%Unchanged
Allworth Financial LP20$1.00K0.00%+14+233.3%Added
Financial Management Professionals, Inc.8$1.00K0.00%+4+100.0%Added
JNBA Financial Advisors10$1.00K0.00%+10New
First Horizon Advisors, Inc.8$1.00K0.00%+8New
SJS Investment Consulting Inc.8$1.00K0.00%+8New
Beacon Capital Management, LLC15$1.00K0.00%+15New
Ci Investments Inc.29$2.00K0.00%−1,662−98.3%Reduced
Earnest Partners LLC26$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC34$2.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC32$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC22$2.00K0.00%+22New
Global Retirement Partners, LLC27$2.00K0.00%+27New
Newbridge Financial Services Group, Inc.22$2.00K0.00%+22New
TD Private Client Wealth LLC31$2.24K0.00%+31New
Raffa Wealth Management, LLC36$2.60K0.00%00.0%Unchanged
Washington Trust Co45$3.00K0.00%−37−45.1%Reduced
Manchester Capital Management LLC39$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc39$3.00K0.00%00.0%Unchanged
Schubert & Co48$3.00K0.00%+12+33.3%Added
Evoke Wealth, LLC37$3.00K0.00%+31+516.7%Added
Loomis Sayles & Co L P45$3.00K0.00%+45New
Disciplined Investments, LLC41$3.00K0.00%+41New
CFS Investment Advisory Services, LLC206,692$3.00K0.01%+206,692New
Central Trust Co56$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC62$4.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB50$4.00K0.00%+10+25.0%Added
Plante Moran Financial Advisors, LLC49$4.00K0.00%00.0%Unchanged
MV Capital Management, Inc.57$4.00K0.00%+57New
CVA Family Office, LLC60$4.00K0.00%+60New
TCWP LLC70$5.00K0.00%+70New
Farmers & Merchants Investments Inc85$6.00K0.00%−122−58.9%Reduced
Vigilant Capital Management, LLC88$6.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.83$6.00K0.00%+7+9.2%Added
IndexIQ Advisors LLC78$6.00K0.00%+78New
Cordant, Inc.80$6.00K0.00%+80New
Worth Asset Management, LLC100$6.00K0.00%+100New
Rockbridge Investment Management, LCC88$6.39K0.00%00.0%Unchanged
Montag A & Associates Inc100$7.00K0.00%00.0%Unchanged
Clear Street Markets LLC96$7.00K0.00%+96New
Sutton Wealth Advisors Inc.100$7.23K0.00%+2+2.0%Added
Dark Forest Capital Management LP130$9.00K0.00%−3,542−96.5%Reduced
BerganKDV Wealth Management, LLC131$9.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC136$10.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC139$10.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust139$10.0K0.00%+38+37.6%Added
JFS Wealth Advisors, LLC145$10.0K0.00%+84+137.7%Added
Money Concepts Capital Corp137$10.0K0.00%+137New
Huntington National Bank153$11.0K0.00%00.0%Unchanged
Glassman Wealth Services146$11.0K0.00%+41+39.0%Added
Healthcare of Ontario Pension Plan Trust Fund176$13.0K0.00%−45,525−99.6%Reduced
First Manhattan Co218$15.0K0.00%00.0%Unchanged
Piscataqua Savings Bank204$15.0K0.01%00.0%Unchanged
Retirement Group, LLC213$15.0K0.01%+41+23.8%Added
Cordasco Financial Network216$16.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC234$17.0K0.00%+29+14.1%Added
American Portfolios Advisors244$17.6K0.00%−639−72.4%Reduced
Duncker Streett & Co Inc280$20.0K0.00%00.0%Unchanged
Country Trust Bank270$20.0K0.00%00.0%Unchanged
RWM Asset Management, LLC273$20.0K0.00%00.0%Unchanged
Quent Capital, LLC276$20.0K0.00%+189+217.2%Added
Pinebridge Investments, L.P.281$20.0K0.00%+281New
JJJ Advisors Inc.289$21.0K0.01%−16−5.2%Reduced
Quadrant Capital Group LLC280$21.0K0.00%+2+0.7%Added
Concord Wealth Partners358$26.0K0.01%−46−11.4%Reduced
First Financial Corp372$27.0K0.02%00.0%Unchanged
TFC Financial Management376$27.0K0.01%00.0%Unchanged
Private Capital Group, LLC380$28.0K0.01%00.0%Unchanged
State of Wyoming423$31.0K0.02%−33−7.2%Reduced
Fieldpoint Private Securities, LLC428$31.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.458$33.0K0.00%+31+7.3%Added
Ogorek Anthony Joseph504$36.0K0.01%00.0%Unchanged
West Oak Capital, LLC550$40.0K0.02%00.0%Unchanged
PEAK6 Investments LLC553$40.0K0.00%+553New
Atticus Wealth Management, LLC570$41.0K0.01%−600−51.3%Reduced
AdvisorNet Financial, Inc597$43.0K0.00%+5+0.8%Added
Fortitude Advisory Group L.L.C.597$43.0K0.02%+59+11.0%Added
GHP Investment Advisors, Inc.603$44.0K0.00%+603New
Caldwell Trust Co676$48.9K0.01%00.0%Unchanged
Proequities, Inc.695$50.0K0.00%+495+247.5%Added
Global Wealth Management Investment Advisory, Inc.720$52.0K0.02%+720New
Meeder Asset Management Inc747$54.0K0.00%+747New
Graves-Light Private Wealth Management, Inc.800$58.0K0.01%−1,699−68.0%Reduced
Tilia Fiduciary Partners, Inc.796$58.0K0.05%00.0%Unchanged
Howe & Rusling Inc848$61.0K0.01%00.0%Unchanged
Gables Capital Management Inc.893$65.0K0.04%00.0%Unchanged
Gemmer Asset Management LLC973$70.0K0.01%00.0%Unchanged
Kings Point Capital Management1,009$73.0K0.01%−9−0.9%Reduced
Spire Wealth Management1,028$74.0K0.00%+214+26.3%Added
Cullen/Frost Bankers, Inc.1,035$75.0K0.00%+1,035New
Simon Quick Advisors, LLC1,082$78.0K0.02%+1+0.1%Added
Annapolis Financial Services, LLC1,200$87.0K0.03%−280−18.9%Reduced
Castleview Partners, LLC1,258$90.0K0.06%−70,076−98.2%Reduced
Glen Eagle Advisors, LLC1,250$90.3K0.02%+250+25.0%Added
Beaird Harris Wealth Management, LLC1,332$96.0K0.03%+1,332New
Fred Alger Management, LLC1,393$101.0K0.00%+1,008+261.8%Added
Signaturefd, LLC1,476$107.0K0.00%+122+9.0%Added