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, Q3 2022
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 568
- +1 vs. Q2 2022
- Shares held
- 200.2M
- −948.7K (−0.5%) vs. Q2 2022
- Total value
- $12.1B
- +$379.4M (+3.2%) vs. Q2 2022
- New holders
- 48
- 207 more added
- Sold out
- 47
- 221 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 5 | $0 | 0.00% | −553−99.1% | Reduced |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $1.00K | 0.00% | −90−88.2% | Reduced |
| Manchester Capital Management LLC | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| USA Financial Portformulas Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $1.00K | 0.00% | +19 | New |
| DT Investment Partners, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Bellwether Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 35 | $2.00K | 0.00% | −1,000−96.6% | Reduced |
| Disciplined Investments, LLC | 30 | $2.00K | 0.00% | −17−36.2% | Reduced |
| Earnest Partners LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26 | $2.00K | 0.00% | −5−16.1% | Reduced |
| Bellevue Asset Management, LLC | 38 | $2.00K | 0.00% | +2+5.6% | Added |
| Bell Investment Advisors, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $2.00K | 0.00% | +6+31.6% | Added |
| Almanack Investment Partners, LLC. | 38 | $2.00K | 0.00% | +38 | New |
| Tucker Asset Management LLC | 36 | $2.12K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 36 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 49 | $2.96K | 0.00% | −83−62.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 49 | $3.00K | 0.00% | −100−67.1% | Reduced |
| Bartlett & Co. LLC | 49 | $3.00K | 0.00% | −83−62.9% | Reduced |
| Central Trust Co | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 48 | $3.00K | 0.00% | −1−2.0% | Reduced |
| AdvisorNet Financial, Inc | 55 | $3.00K | 0.00% | +20+57.1% | Added |
| Global Retirement Partners, LLC | 43 | $3.00K | 0.00% | +15+53.6% | Added |
| Edge Capital Group, LLC | 66 | $4.00K | 0.00% | −63,947−99.9% | Reduced |
| Prestige Wealth Management Group LLC | 69 | $4.00K | 0.00% | −8−10.4% | Reduced |
| Schubert & Co | 73 | $4.00K | 0.00% | +14+23.7% | Added |
| Vigilant Capital Management, LLC | 81 | $5.00K | 0.00% | −7−8.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $5.00K | 0.00% | +78 | New |
| Zions Bancorporation, N.A. | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 104 | $6.00K | 0.00% | +81+352.2% | Added |
| MUFG Americas Holdings Corp | 101 | $6.00K | 0.00% | +101 | New |
| Absolute Capital Management, LLC | 101 | $6.15K | 0.01% | +101 | New |
| Farmers & Merchants Investments Inc | 115 | $7.00K | 0.00% | +30+35.3% | 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 |
| BerganKDV Wealth Management, LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 139 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 129 | $8.00K | 0.00% | +75+138.9% | Added |
| Glassman Wealth Services | 168 | $10.0K | 0.00% | −23−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 168 | $10.0K | 0.00% | +163+3,260.0% | Added |
| JFS Wealth Advisors, LLC | 182 | $11.0K | 0.00% | −49−21.2% | Reduced |
| Lindbrook Capital, LLC | 178 | $11.0K | 0.00% | +136+323.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $12.0K | 0.00% | −1,000−83.3% | Reduced |
| Piscataqua Savings Bank | 204 | $12.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 215 | $13.0K | 0.00% | −29−11.9% | Reduced |
| Sutton Wealth Advisors Inc. | 217 | $13.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 229 | $14.0K | 0.00% | −814−78.0% | Reduced |
| South State Corp. | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 224 | $14.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 280 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $17.1K | 0.00% | +276 | New |
| JJJ Advisors Inc. | 289 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 322 | $19.0K | 0.00% | −16−4.7% | Reduced |
| Ci Investments Inc. | 310 | $19.0K | 0.00% | +282+1,007.1% | Added |
| Massmutual Trust Co FSB | 343 | $21.0K | 0.00% | +24+7.5% | Added |
| First Financial Corp | 372 | $22.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 388 | $23.0K | 0.01% | −968−71.4% | Reduced |
| TFC Financial Management | 376 | $23.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $24.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 443 | $27.0K | 0.00% | +416+1,540.7% | Added |
| Pacer Advisors, Inc. | 478 | $29.0K | 0.00% | +106+28.5% | Added |
| Ogorek Anthony Joseph | 504 | $30.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 503 | $30.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 514 | $31.0K | 0.01% | +15+3.0% | Added |
| Washington Trust Advisors, Inc. | 545 | $33.0K | 0.00% | +30+5.8% | Added |
| Allworth Financial LP | 582 | $35.0K | 0.00% | +65+12.6% | Added |
| Covestor Ltd | 620 | $38.0K | 0.03% | −916−59.6% | Reduced |
| Alaska Permanent Fund Corp | 628 | $38.0K | 0.00% | −366−36.8% | Reduced |
| Meeder Asset Management Inc | 646 | $39.0K | 0.00% | −10−1.5% | Reduced |
| Gables Capital Management Inc. | 668 | $40.0K | 0.03% | −225−25.2% | Reduced |
| Caldwell Trust Co | 676 | $40.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 683 | $41.0K | 0.00% | +100+17.2% | Added |
| SJS Investment Consulting Inc. | 720 | $44.0K | 0.01% | +720 | New |
| Castleview Partners, LLC | 765 | $46.0K | 0.04% | +724+1,765.9% | Added |
| Tilia Fiduciary Partners, Inc. | 796 | $49.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 848 | $51.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 855 | $51.0K | 0.04% | +855 | New |
| Atlas Capital Advisors LLC | 883 | $53.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,065 | $64.0K | 0.00% | −288−21.3% | Reduced |
| Atticus Wealth Management, LLC | 1,170 | $68.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,200 | $73.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $75.6K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,284 | $78.0K | 0.21% | −1,059−45.2% | Reduced |
| Fred Alger Management, LLC | 1,342 | $81.0K | 0.00% | −730−35.2% | Reduced |
| Penserra Capital Management LLC | 1,350 | $81.0K | 0.00% | +34+2.6% | Added |
| Signaturefd, LLC | 1,400 | $85.0K | 0.00% | −22−1.5% | Reduced |
| Sentry Investment Management LLC | 1,404 | $85.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,401 | $85.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,728 | $105.0K | 0.01% | +1,628+1,628.0% | Added |
| Group One Trading, L.P. | 1,749 | $106.0K | 0.00% | +1,749 | New |
| Column Capital Advisors, LLC | 1,901 | $115.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,960 | $119.0K | 0.02% | +1,960 | New |