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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1,536 | $111.0K | 0.08% | +599+63.9% | Added |
| Koshinski Asset Management, Inc. | 1,618 | $116.9K | 0.01% | −39−2.4% | Reduced |
| Sentry Investment Management LLC | 1,677 | $121.0K | 0.04% | −282−14.4% | Reduced |
| Column Capital Advisors, LLC | 1,702 | $123.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 1,919 | $139.0K | 0.01% | +1,919 | New |
| Fifth Third Bancorp | 1,950 | $141.0K | 0.00% | +1,267+185.5% | Added |
| Alaska Permanent Fund Corp | 2,129 | $153.0K | 0.00% | −140−6.2% | Reduced |
| Benjamin Edwards Inc | 2,276 | $164.0K | 0.05% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 2,374 | $172.0K | 0.07% | +2,374 | New |
| Point72 Hong Kong Ltd | 2,523 | $182.0K | 0.02% | −4,872−65.9% | Reduced |
| Smithfield Trust Co | 2,515 | $182.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,589 | $187.0K | 0.00% | +2,478+2,232.4% | Added |
| CenterStar Asset Management, LLC | – | $188.0K | 0.13% | – | New |
| Group One Trading, L.P. | 2,787 | $201.0K | 0.00% | +2,787 | New |
| Greenleaf Trust | 2,776 | $201.0K | 0.00% | +2,776 | New |
| Ambassador Advisors, LLC | 2,804 | $202.0K | 0.04% | −381−12.0% | Reduced |
| Ethic Inc. | 2,867 | $207.0K | 0.01% | +2,867 | New |
| Wolverine Trading, LLC | 2,885 | $210.0K | 0.01% | +2,885 | New |
| AlphaCrest Capital Management LLC | 3,009 | $217.0K | 0.01% | −20,991−87.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,017 | $218.0K | 0.11% | +130+4.5% | Added |
| MSH Capital Advisors LLC | 3,022 | $218.4K | 0.09% | +3,022 | New |
| EP Wealth Advisors, LLC | 3,071 | $222.0K | 0.00% | −569−15.6% | Reduced |
| Kingsview Wealth Management, LLC | 3,081 | $222.7K | 0.01% | +94+3.1% | Added |
| Virtu Financial LLC | 3,112 | $225.0K | 0.02% | +3,112 | New |
| Schechter Investment Advisors, LLC | 3,150 | $227.0K | 0.02% | +3,150 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $231.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,220 | $233.0K | 0.00% | +3,220 | New |
| Penserra Capital Management LLC | 3,249 | $234.0K | 0.01% | −22,156−87.2% | Reduced |
| Diversified Trust Co | 3,264 | $236.0K | 0.01% | −1,935−37.2% | Reduced |
| Gsa Capital Partners LLP | 3,275 | $237.0K | 0.03% | +3,275 | New |
| Profund Advisors LLC | 3,307 | $239.0K | 0.01% | −387−10.5% | Reduced |
| Wrapmanager Inc | 3,317 | $240.0K | 0.06% | +3,317 | New |
| Darwin Advisors, LLC | 3,400 | $246.0K | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 3,439 | $249.0K | 0.00% | −83−2.4% | Reduced |
| Anchor Investment Management, LLC | 3,480 | $251.5K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,500 | $253.0K | 0.02% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 3,498 | $253.0K | 0.12% | +3,498 | New |
| Canada Pension Plan Investment Board | 3,600 | $260.0K | 0.00% | −182,543−98.1% | Reduced |
| Bruderman Asset Management, LLC | 3,652 | $266.0K | 0.40% | −867−19.2% | Reduced |
| IBM Retirement Fund | 3,684 | $266.0K | 0.04% | −187−4.8% | Reduced |
| Metis Global Partners, LLC | 3,747 | $271.0K | 0.03% | +3,747 | New |
| Private Trust Co NA | 3,792 | $274.0K | 0.04% | −9,704−71.9% | Reduced |
| Vestcor Inc | 3,797 | $274.0K | 0.01% | +843+28.5% | Added |
| MAI Capital Management | 3,812 | $275.0K | 0.00% | +53+1.4% | Added |
| Journey Strategic Wealth LLC | 3,815 | $275.0K | 0.03% | +405+11.9% | Added |
| Claro Advisors LLC | 3,937 | $277.0K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,910 | $283.0K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,000 | $289.0K | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,000 | $289.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,046 | $292.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 4,063 | $294.0K | 0.00% | +4,063 | New |
| Stonebridge Capital Advisors LLC | 4,100 | $296.0K | 0.03% | −200−4.7% | Reduced |
| KB Financial Partners, LLC | 4,097 | $296.0K | 0.08% | +377+10.1% | Added |
| Cigna Investments Inc | 4,123 | $298.0K | 0.04% | −1,125−21.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,138 | $299.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,138 | $299.0K | 0.03% | +4,138 | New |
| Mercer Global Advisors Inc | 4,147 | $300.0K | 0.00% | +1,173+39.4% | Added |
| Clark Capital Management Group, Inc. | 4,173 | $302.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,177 | $302.0K | 0.00% | +1,208+40.7% | Added |
| StoneX Group Inc. | 4,320 | $312.2K | 0.03% | +4,320 | New |
| SkyView Investment Advisors, LLC | 4,377 | $316.0K | 0.07% | −753−14.7% | Reduced |
| IFP Advisors, Inc | 11,286 | $320.0K | 0.00% | +7,998+243.2% | Added |
| Checchi Capital Advisers, LLC | 4,503 | $325.0K | 0.03% | −43−0.9% | Reduced |
| Parallel Advisors, LLC | 4,466 | $325.0K | 0.01% | +180+4.2% | Added |
| Martingale Asset Management L P | 4,506 | $327.0K | 0.00% | −5−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 4,610 | $333.0K | 0.04% | +10+0.2% | Added |
| Buckingham Strategic Wealth, LLC | 4,667 | $337.0K | 0.01% | −31−0.7% | Reduced |
| Forum Financial Management, LP | 4,707 | $340.0K | 0.02% | −73−1.5% | Reduced |
| Banque Cantonale Vaudoise | 4,700 | $340.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,718 | $341.0K | 0.01% | −698−12.9% | Reduced |
| Hotaling Investment Management, LLC | 4,758 | $344.0K | 0.13% | +221+4.9% | Added |
| TownSquare Capital, LLC | 4,849 | $350.0K | 0.01% | +1,201+32.9% | Added |
| Gilbert & Cook, Inc. | 4,885 | $353.0K | 0.06% | +478+10.8% | Added |
| SevenBridge Financial Group, LLC | 4,898 | $354.0K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,895 | $354.0K | 0.00% | +4,895 | New |
| Maven Securities LTD | 4,900 | $354.0K | 0.07% | +4,900 | New |
| CWM Advisors, LLC | 4,992 | $361.0K | 0.04% | −988−16.5% | Reduced |
| Moors & Cabot, Inc. | 4,992 | $361.0K | 0.02% | +600+13.7% | Added |
| Investors Asset Management of Georgia Inc | 5,050 | $365.0K | 0.18% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 5,100 | $369.0K | 0.01% | −200−3.8% | Reduced |
| Wetherby Asset Management Inc | 5,189 | $375.0K | 0.02% | −55−1.0% | Reduced |
| Cadent Capital Advisors, LLC | 5,438 | $393.0K | 0.18% | +10.0% | Added |
| River Wealth Advisors LLC | 5,437 | $393.0K | 0.06% | +370+7.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,498 | $397.0K | 0.00% | −434−7.3% | Reduced |
| Vontobel Holding Ltd. | 5,550 | $404.0K | 0.00% | +1,502+37.1% | Added |
| Krane Funds Advisors LLC | 5,637 | $407.0K | 0.02% | +117+2.1% | Added |
| Toews Corp | 5,700 | $412.0K | 0.07% | +5,700 | New |
| Symmetry Partners, LLC | 5,712 | $413.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 5,712 | $413.0K | 0.05% | +20+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,804 | $419.0K | 0.01% | +500+9.4% | Added |
| Financial Enhancement Group LLC | 5,991 | $433.0K | 0.08% | +48+0.8% | Added |
| Simplex Trading, LLC | 6,013 | $434.0K | 0.01% | +6,013 | New |
| Engineers Gate Manager LP | 6,017 | $435.0K | 0.02% | +6,017 | New |
| Somerset Trust Co | 6,083 | $440.0K | 0.17% | −263−4.1% | Reduced |
| M&G Investment Management Ltd | 6,148 | $443.0K | 0.00% | +6,148 | New |
| Xcel Wealth Management, LLC | 6,147 | $444.0K | 0.12% | −80−1.3% | Reduced |
| Independent Financial Group, LLC | 6,199 | $448.0K | 0.04% | +250+4.2% | Added |
| Capital Directions Investment Advisors, LLC | 6,375 | $461.0K | 0.14% | +73+1.2% | Added |
| Integrated Investment Consultants, LLC | 6,387 | $462.0K | 0.13% | −1,924−23.2% | Reduced |
| Advisor Partners LLC | 6,434 | $465.0K | 0.03% | +92+1.5% | Added |