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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,401 | $82.0K | 0.01% | +1,401 | New |
| Signaturefd, LLC | 1,422 | $83.0K | 0.00% | −54−3.7% | Reduced |
| Covestor Ltd | 1,536 | $90.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,864 | $109.0K | 0.01% | −2,602−58.3% | Reduced |
| Column Capital Advisors, LLC | 1,901 | $111.0K | 0.02% | +199+11.7% | Added |
| Advisors Asset Management, Inc. | 2,062 | $120.0K | 0.00% | +2,062 | New |
| Fred Alger Management, LLC | 2,072 | $121.0K | 0.00% | +679+48.7% | Added |
| Benjamin Edwards Inc | 2,297 | $134.0K | 0.04% | +21+0.9% | Added |
| Infini Capital Management Ltd | 2,320 | $135.0K | 0.18% | +2,320 | New |
| Neo Ivy Capital Management | 2,343 | $136.0K | 0.36% | +2,343 | New |
| Smithfield Trust Co | 2,515 | $147.0K | 0.01% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,631 | $153.0K | 0.07% | +2,631 | New |
| AIA Group Ltd | 2,883 | $168.0K | 0.01% | +964+50.2% | Added |
| Private Trust Co NA | 2,931 | $171.0K | 0.03% | −861−22.7% | Reduced |
| Bruderman Asset Management, LLC | 3,434 | $200.0K | 0.36% | −218−6.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,441 | $201.0K | 0.02% | −19,662−85.1% | Reduced |
| Anchor Investment Management, LLC | 3,480 | $203.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,489 | $204.0K | 0.00% | +3,489 | New |
| Yorktown Management & Research Co Inc | 3,500 | $204.0K | 0.26% | +3,500 | New |
| American Century Companies Inc | 3,604 | $210.0K | 0.00% | +165+4.8% | Added |
| Independent Financial Group, LLC | 3,639 | $212.3K | 0.02% | −2,560−41.3% | Reduced |
| Darwin Advisors, LLC | 3,400 | $214.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,700 | $216.0K | 0.01% | −1,000−21.3% | Reduced |
| Cetera Investment Advisers | 3,718 | $217.0K | 0.00% | +498+15.5% | Added |
| Walleye Trading LLC | 3,717 | $217.0K | 0.01% | +3,717 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,770 | $220.0K | 0.01% | −23,440−86.1% | Reduced |
| Ascent Group, LLC | 3,402 | $221.0K | 0.03% | +3,402 | New |
| MAI Capital Management | 3,808 | $222.0K | 0.00% | −4−0.1% | Reduced |
| Quantamental Technologies LLC | 3,802 | $222.0K | 0.10% | +3,802 | New |
| Kestra Advisory Services, LLC | 3,804 | $222.0K | 0.00% | +3,804 | New |
| Tokio Marine Asset Management Co Ltd | 3,831 | $224.0K | 0.02% | +331+9.5% | Added |
| Schechter Investment Advisors, LLC | 3,827 | $224.0K | 0.02% | +677+21.5% | Added |
| Stevens Capital Management LP | 3,839 | $224.0K | 0.16% | +3,839 | New |
| Toroso Investments, LLC | 3,855 | $225.0K | 0.01% | −7,090−64.8% | Reduced |
| Mattern Wealth Management LLC | 3,910 | $228.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,968 | $231.0K | 0.00% | −3,335−45.7% | Reduced |
| IFP Advisors, Inc | 8,108 | $232.0K | 0.01% | −3,178−28.2% | Reduced |
| Means Investment Co., Inc. | 4,000 | $233.0K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 4,039 | $236.0K | 0.15% | +4,039 | New |
| Stonebridge Capital Advisors LLC | 4,100 | $239.0K | 0.03% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,138 | $241.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,163 | $243.0K | 0.01% | +117+2.9% | Added |
| Fifth Third Bancorp | 4,173 | $243.0K | 0.00% | +2,223+114.0% | Added |
| Strategy Asset Managers LLC | 4,251 | $248.0K | 0.08% | −4,722−52.6% | Reduced |
| Wealthfront Advisers LLC | 4,298 | $251.0K | 0.00% | −15,641−78.4% | Reduced |
| Martingale Asset Management L P | 4,505 | $264.0K | 0.00% | −10.0% | Reduced |
| Cannell Peter B & Co Inc | 4,600 | $268.0K | 0.01% | −500−9.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,607 | $269.0K | 0.04% | −3−0.1% | Reduced |
| Meritage Group LP | 4,640 | $271.0K | 0.01% | +4,640 | New |
| KB Financial Partners, LLC | 4,687 | $273.0K | 0.09% | +590+14.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,768 | $278.0K | 0.00% | −730−13.3% | Reduced |
| Krane Funds Advisors LLC | 4,774 | $279.0K | 0.01% | −863−15.3% | Reduced |
| Vontobel Holding Ltd. | 4,822 | $279.0K | 0.00% | −728−13.1% | Reduced |
| CWM, LLC | 4,780 | $279.0K | 0.00% | +603+14.4% | Added |
| Forum Financial Management, LP | 4,819 | $281.0K | 0.01% | +112+2.4% | Added |
| Buckingham Strategic Wealth, LLC | 4,849 | $283.0K | 0.01% | +182+3.9% | Added |
| Hotaling Investment Management, LLC | 4,862 | $284.0K | 0.12% | +104+2.2% | Added |
| Disciplined Equity Management, Inc. | 4,870 | $284.0K | 0.26% | +4,870 | New |
| Moors & Cabot, Inc. | 4,892 | $285.0K | 0.02% | −100−2.0% | Reduced |
| Pearl River Capital, LLC | 4,895 | $286.0K | 0.07% | +4,895 | New |
| CWS Financial Advisors, LLC | 4,950 | $289.0K | 0.13% | −1,537−23.7% | Reduced |
| Howland Capital Management LLC | 5,005 | $292.0K | 0.02% | +5,005 | New |
| River Wealth Advisors LLC | 5,027 | $293.0K | 0.05% | −410−7.5% | Reduced |
| SkyView Investment Advisors, LLC | 5,024 | $293.0K | 0.08% | +647+14.8% | Added |
| Investors Asset Management of Georgia Inc | 5,050 | $295.0K | 0.15% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,068 | $296.0K | 0.05% | +1,321+35.3% | Added |
| Gsa Capital Partners LLP | 5,100 | $298.0K | 0.04% | +1,825+55.7% | Added |
| Diversified Trust Co | 5,116 | $298.0K | 0.01% | +1,852+56.7% | Added |
| PDT Partners, LLC | 5,177 | $302.0K | 0.03% | +5,177 | New |
| Strategic Wealth Partners, Ltd. | 5,229 | $305.0K | 0.07% | +5,229 | New |
| Pathstone Family Office, LLC | 5,248 | $306.2K | 0.01% | +722+16.0% | Added |
| CWM Advisors, LLC | 5,270 | $307.0K | 0.04% | +278+5.6% | Added |
| TownSquare Capital, LLC | 5,268 | $307.0K | 0.01% | +419+8.6% | Added |
| Ethic Inc. | 5,406 | $315.0K | 0.02% | +2,539+88.6% | Added |
| Paradigm Asset Management Co LLC | 5,400 | $315.0K | 0.10% | +5,400 | New |
| Cadent Capital Advisors, LLC | 5,439 | $317.0K | 0.19% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 5,005 | $326.0K | 0.03% | +502+11.1% | Added |
| Vestcor Inc | 5,582 | $326.0K | 0.01% | +1,785+47.0% | Added |
| Wetherby Asset Management Inc | 5,626 | $328.0K | 0.02% | +437+8.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,695 | $332.0K | 0.02% | −17,975−75.9% | Reduced |
| Washington Trust Bank | 5,712 | $333.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,712 | $333.0K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,804 | $339.0K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,842 | $341.0K | 0.06% | +957+19.6% | Added |
| RMB Capital Management, LLC | 5,855 | $342.0K | 0.01% | −1,277−17.9% | Reduced |
| Claro Advisors LLC | 5,863 | $342.0K | 0.14% | +1,926+48.9% | Added |
| Somerset Trust Co | 5,981 | $349.0K | 0.15% | −102−1.7% | Reduced |
| Shell Asset Management Co | 6,040 | $352.0K | 0.01% | +1,322+28.0% | Added |
| Studio Investment Management LLC | 6,088 | $355.0K | 0.12% | +6,088 | New |
| Man Group plc | – | $360.0K | 0.00% | – | – |
| Wolverine Trading, LLC | 6,322 | $367.0K | 0.01% | +3,437+119.1% | Added |
| Capital Directions Investment Advisors, LLC | 6,375 | $372.0K | 0.12% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 6,447 | $376.0K | 0.14% | +300+4.9% | Added |
| FourThought Financial, LLC | 6,578 | $384.0K | 0.06% | −542−7.6% | Reduced |
| First National Advisers, LLC | 6,580 | $384.0K | 0.80% | +6,580 | New |
| Ieq Capital, LLC | 6,661 | $389.0K | 0.01% | +6,661 | New |
| Mercer Global Advisors Inc | 6,693 | $390.0K | 0.00% | +2,546+61.4% | Added |
| SevenBridge Financial Group, LLC | 6,948 | $405.0K | 0.16% | +2,050+41.9% | Added |
| Brookstone Capital Management | 6,810 | $409.0K | 0.01% | −28−0.4% | Reduced |
| Credit Capital Investments LLC | 7,028 | $410.0K | 0.47% | +7,028 | New |