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, Q2 2022
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 576
- +9 vs. Q1 2022
- Shares held
- 202.1M
- +2.41M (+1.2%) vs. Q1 2022
- Total value
- $11.8B
- −$2.58B (−18.0%) vs. Q1 2022
- New holders
- 85
- 226 more added
- Sold out
- 76
- 178 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 12 | $1.00K | 0.00% | −14,237−99.9% | Reduced |
| MV Capital Management, Inc. | 19 | $1.00K | 0.00% | −38−66.7% | Reduced |
| Manchester Capital Management LLC | 24 | $1.00K | 0.00% | −15−38.5% | Reduced |
| Beacon Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $1.00K | 0.00% | +23 | New |
| Castleview Partners, LLC | 41 | $1.36K | 0.00% | −1,217−96.7% | Reduced |
| AdvisorNet Financial, Inc | 35 | $2.00K | 0.00% | −562−94.1% | Reduced |
| Loomis Sayles & Co L P | 27 | $2.00K | 0.00% | −18−40.0% | Reduced |
| Versant Capital Management, Inc | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 31 | $2.00K | 0.00% | −6−16.2% | Reduced |
| Earnest Partners LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 28 | $2.00K | 0.00% | −1−3.4% | Reduced |
| Global Retirement Partners, LLC | 28 | $2.00K | 0.00% | +1+3.7% | Added |
| Lindbrook Capital, LLC | 42 | $2.00K | 0.00% | +8+23.5% | Added |
| Bellevue Asset Management, LLC | 36 | $2.00K | 0.00% | +4+12.5% | Added |
| Bell Investment Advisors, Inc | 37 | $2.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 49 | $3.00K | 0.00% | +4+8.9% | Added |
| Disciplined Investments, LLC | 47 | $3.00K | 0.00% | +6+14.6% | Added |
| Schubert & Co | 59 | $3.00K | 0.00% | +11+22.9% | Added |
| Horan Securities, Inc. | 55 | $3.00K | 0.00% | +55 | New |
| Crewe Advisors LLC | 54 | $3.00K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 77 | $4.00K | 0.00% | −157−67.1% | Reduced |
| CVA Family Office, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $4.00K | 0.00% | +51+231.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 75 | $4.00K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 88 | $5.13K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $6.00K | 0.00% | +12+14.5% | Added |
| TCI Wealth Advisors, Inc. | 102 | $6.00K | 0.00% | +102 | New |
| Bartlett & Co. Wealth Management LLC | 132 | $7.70K | 0.00% | +132 | New |
| Money Concepts Capital Corp | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 139 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 132 | $8.00K | 0.00% | +132 | New |
| Plante Moran Financial Advisors, LLC | 149 | $9.00K | 0.00% | +100+204.1% | Added |
| Glassman Wealth Services | 191 | $11.0K | 0.00% | +45+30.8% | Added |
| Larson Financial Group LLC | 193 | $11.0K | 0.00% | +193 | New |
| First Manhattan Co | 218 | $12.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 213 | $12.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $12.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $12.2K | 0.00% | +178+574.2% | Added |
| Sutton Wealth Advisors Inc. | 217 | $12.7K | 0.01% | +117+117.0% | Added |
| Cordasco Financial Network | 216 | $13.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 231 | $13.0K | 0.00% | +86+59.3% | Added |
| South State Corp. | 225 | $13.0K | 0.00% | +225 | New |
| Riverview Trust Co | 224 | $13.0K | 0.01% | +224 | New |
| American Portfolios Advisors | 244 | $14.2K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 250 | $14.6K | 0.00% | +250 | New |
| Fieldpoint Private Securities, LLC | 273 | $16.0K | 0.00% | −155−36.2% | Reduced |
| Duncker Streett & Co Inc | 280 | $16.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 279 | $16.0K | 0.00% | +279 | New |
| JJJ Advisors Inc. | 289 | $19.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 319 | $19.0K | 0.00% | +269+538.0% | Added |
| Quadrant Capital Group LLC | 338 | $20.0K | 0.00% | +58+20.7% | Added |
| Concord Wealth Partners | 358 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 372 | $22.0K | 0.00% | −11,663−96.9% | Reduced |
| Private Capital Group, LLC | 380 | $22.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 372 | $22.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $22.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $23.0K | 0.01% | −933−70.0% | Reduced |
| West Oak Capital, LLC | 400 | $23.0K | 0.01% | −150−27.3% | Reduced |
| Clear Street Markets LLC | 487 | $28.0K | 0.01% | +391+407.3% | Added |
| Ogorek Anthony Joseph | 504 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 503 | $29.0K | 0.01% | +227+82.2% | Added |
| Parkside Financial Bank & Trust | 499 | $29.0K | 0.01% | +360+259.0% | Added |
| Washington Trust Advisors, Inc. | 515 | $30.0K | 0.00% | +57+12.4% | Added |
| Allworth Financial LP | 517 | $30.0K | 0.00% | +497+2,485.0% | Added |
| RWM Asset Management, LLC | 558 | $33.0K | 0.01% | +285+104.4% | Added |
| Proequities, Inc. | 583 | $34.0K | 0.00% | −112−16.1% | Reduced |
| CoreCap Advisors, LLC | 597 | $35.0K | 0.00% | +597 | New |
| Meeder Asset Management Inc | 656 | $38.0K | 0.00% | −91−12.2% | Reduced |
| Caldwell Trust Co | 676 | $39.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 720 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 716 | $42.0K | 0.00% | +716 | New |
| Graves-Light Private Wealth Management, Inc. | 800 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 796 | $47.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 824 | $48.0K | 0.00% | +271+49.0% | Added |
| Howe & Rusling Inc | 848 | $49.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 883 | $51.5K | 0.01% | +883 | New |
| Gables Capital Management Inc. | 893 | $52.0K | 0.04% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 994 | $58.0K | 0.00% | −1,135−53.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,035 | $60.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,043 | $61.0K | 0.00% | +15+1.5% | Added |
| Atticus Wealth Management, LLC | 1,170 | $68.0K | 0.03% | +600+105.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $70.0K | 0.01% | −2,000−62.5% | Reduced |
| Annapolis Financial Services, LLC | 1,200 | $70.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $72.9K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,316 | $76.0K | 0.00% | −1,933−59.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,353 | $78.0K | 0.00% | −22,352−94.3% | Reduced |
| State of Wyoming | 1,356 | $79.0K | 0.05% | +933+220.6% | Added |
| Sentry Investment Management LLC | 1,404 | $82.0K | 0.04% | −273−16.3% | Reduced |