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 |
|---|---|---|---|---|---|
| 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 |
| Clear Street Markets LLC | 487 | $28.0K | 0.01% | +391+407.3% | Added |
| 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 |
| 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 |
| Concord Wealth Partners | 358 | $21.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 338 | $20.0K | 0.00% | +58+20.7% | Added |
| JJJ Advisors Inc. | 289 | $19.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 319 | $19.0K | 0.00% | +269+538.0% | Added |
| 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 |
| Venture Visionary Partners LLC | 250 | $14.6K | 0.00% | +250 | New |
| American Portfolios Advisors | 244 | $14.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 217 | $12.7K | 0.01% | +117+117.0% | Added |
| TD Private Client Wealth LLC | 209 | $12.2K | 0.00% | +178+574.2% | Added |
| 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 |
| Glassman Wealth Services | 191 | $11.0K | 0.00% | +45+30.8% | Added |
| Larson Financial Group LLC | 193 | $11.0K | 0.00% | +193 | New |
| Plante Moran Financial Advisors, LLC | 149 | $9.00K | 0.00% | +100+204.1% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 132 | $7.70K | 0.00% | +132 | New |
| 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 |
| Rockbridge Investment Management, LCC | 88 | $5.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Castleview Partners, LLC | 41 | $1.36K | 0.00% | −1,217−96.7% | Reduced |
| 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 |
| 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 |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 580 | – | – | −140−19.4% | Reduced |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −150,730−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −377,700−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −194,791−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −130,960−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −78,300−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −56,529−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −47,522−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −44,879−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −40,928−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −37,493−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −34,521−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −33,841−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −33,453−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,939−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,455−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −22,184−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −22,037−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −19,072−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −18,454−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −16,357−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −15,483−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −12,820−100.0% | Sold out |