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 |
|---|---|---|---|---|---|
| Ethic Inc. | 5,406 | $315.0K | 0.02% | +2,539+88.6% | 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 |
| Pathstone Family Office, LLC | 5,248 | $306.2K | 0.01% | +722+16.0% | Added |
| Strategic Wealth Partners, Ltd. | 5,229 | $305.0K | 0.07% | +5,229 | New |
| PDT Partners, LLC | 5,177 | $302.0K | 0.03% | +5,177 | New |
| 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 |
| Metis Global Partners, LLC | 5,068 | $296.0K | 0.05% | +1,321+35.3% | Added |
| Investors Asset Management of Georgia Inc | 5,050 | $295.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Howland Capital Management LLC | 5,005 | $292.0K | 0.02% | +5,005 | New |
| CWS Financial Advisors, LLC | 4,950 | $289.0K | 0.13% | −1,537−23.7% | Reduced |
| Pearl River Capital, LLC | 4,895 | $286.0K | 0.07% | +4,895 | New |
| Moors & Cabot, Inc. | 4,892 | $285.0K | 0.02% | −100−2.0% | Reduced |
| 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 |
| Buckingham Strategic Wealth, LLC | 4,849 | $283.0K | 0.01% | +182+3.9% | Added |
| Forum Financial Management, LP | 4,819 | $281.0K | 0.01% | +112+2.4% | Added |
| 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 |
| Fuller & Thaler Asset Management, Inc. | 4,768 | $278.0K | 0.00% | −730−13.3% | Reduced |
| KB Financial Partners, LLC | 4,687 | $273.0K | 0.09% | +590+14.4% | Added |
| Meritage Group LP | 4,640 | $271.0K | 0.01% | +4,640 | New |
| Mayflower Financial Advisors, LLC | 4,607 | $269.0K | 0.04% | −3−0.1% | Reduced |
| Cannell Peter B & Co Inc | 4,600 | $268.0K | 0.01% | −500−9.8% | Reduced |
| Martingale Asset Management L P | 4,505 | $264.0K | 0.00% | −10.0% | Reduced |
| Wealthfront Advisers LLC | 4,298 | $251.0K | 0.00% | −15,641−78.4% | Reduced |
| Strategy Asset Managers LLC | 4,251 | $248.0K | 0.08% | −4,722−52.6% | Reduced |
| 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 |
| Redpoint Investment Management Pty Ltd | 4,138 | $241.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,100 | $239.0K | 0.03% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 4,039 | $236.0K | 0.15% | +4,039 | New |
| Means Investment Co., Inc. | 4,000 | $233.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,108 | $232.0K | 0.01% | −3,178−28.2% | Reduced |
| Cetera Advisor Networks LLC | 3,968 | $231.0K | 0.00% | −3,335−45.7% | Reduced |
| Mattern Wealth Management LLC | 3,910 | $228.0K | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,855 | $225.0K | 0.01% | −7,090−64.8% | Reduced |
| 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 |
| 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 |
| Ascent Group, LLC | 3,402 | $221.0K | 0.03% | +3,402 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,770 | $220.0K | 0.01% | −23,440−86.1% | 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 |
| Banque Cantonale Vaudoise | 3,700 | $216.0K | 0.01% | −1,000−21.3% | Reduced |
| Darwin Advisors, LLC | 3,400 | $214.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,639 | $212.3K | 0.02% | −2,560−41.3% | Reduced |
| American Century Companies Inc | 3,604 | $210.0K | 0.00% | +165+4.8% | Added |
| 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 |
| Anchor Investment Management, LLC | 3,480 | $203.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,441 | $201.0K | 0.02% | −19,662−85.1% | Reduced |
| Bruderman Asset Management, LLC | 3,434 | $200.0K | 0.36% | −218−6.0% | Reduced |
| Private Trust Co NA | 2,931 | $171.0K | 0.03% | −861−22.7% | Reduced |
| AIA Group Ltd | 2,883 | $168.0K | 0.01% | +964+50.2% | Added |
| Wakefield Asset Management LLLP | 2,631 | $153.0K | 0.07% | +2,631 | New |
| Smithfield Trust Co | 2,515 | $147.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,343 | $136.0K | 0.36% | +2,343 | New |
| Infini Capital Management Ltd | 2,320 | $135.0K | 0.18% | +2,320 | New |
| Benjamin Edwards Inc | 2,297 | $134.0K | 0.04% | +21+0.9% | Added |
| Fred Alger Management, LLC | 2,072 | $121.0K | 0.00% | +679+48.7% | Added |
| Advisors Asset Management, Inc. | 2,062 | $120.0K | 0.00% | +2,062 | New |
| Column Capital Advisors, LLC | 1,901 | $111.0K | 0.02% | +199+11.7% | Added |
| Parallel Advisors, LLC | 1,864 | $109.0K | 0.01% | −2,602−58.3% | Reduced |
| Covestor Ltd | 1,536 | $90.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,422 | $83.0K | 0.00% | −54−3.7% | Reduced |
| Sentry Investment Management LLC | 1,404 | $82.0K | 0.04% | −273−16.3% | Reduced |
| Trust Co of Vermont | 1,401 | $82.0K | 0.01% | +1,401 | New |
| State of Wyoming | 1,356 | $79.0K | 0.05% | +933+220.6% | Added |
| Rockefeller Capital Management L.P. | 1,353 | $78.0K | 0.00% | −22,352−94.3% | Reduced |
| Penserra Capital Management LLC | 1,316 | $76.0K | 0.00% | −1,933−59.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,250 | $72.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Atticus Wealth Management, LLC | 1,170 | $68.0K | 0.03% | +600+105.3% | Added |
| Spire Wealth Management | 1,043 | $61.0K | 0.00% | +15+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,035 | $60.0K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 994 | $58.0K | 0.00% | −1,135−53.3% | Reduced |
| Gables Capital Management Inc. | 893 | $52.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 883 | $51.5K | 0.01% | +883 | New |
| Howe & Rusling Inc | 848 | $49.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 824 | $48.0K | 0.00% | +271+49.0% | Added |
| 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 |
| Global Wealth Management Investment Advisory, Inc. | 720 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 716 | $42.0K | 0.00% | +716 | New |
| Caldwell Trust Co | 676 | $39.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 656 | $38.0K | 0.00% | −91−12.2% | Reduced |
| CoreCap Advisors, LLC | 597 | $35.0K | 0.00% | +597 | New |
| Proequities, Inc. | 583 | $34.0K | 0.00% | −112−16.1% | Reduced |
| RWM Asset Management, LLC | 558 | $33.0K | 0.01% | +285+104.4% | 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 |