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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,046 | $124.0K | 0.01% | +182+9.8% | Added |
| Wipfli Financial Advisors LLC, | 2,052 | $124.0K | 0.01% | +2,052 | New |
| Benjamin Edwards Inc | 2,343 | $142.0K | 0.04% | +46+2.0% | Added |
| Advisors Asset Management, Inc. | 2,359 | $143.0K | 0.00% | +297+14.4% | Added |
| Smithfield Trust Co | 2,515 | $152.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,931 | $177.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,280 | $198.4K | 0.03% | −200−5.7% | Reduced |
| Journey Strategic Wealth LLC | 3,383 | $205.0K | 0.03% | +3,383 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,400 | $206.0K | 0.01% | −370−9.8% | Reduced |
| Darwin Advisors, LLC | 3,400 | $208.0K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 3,490 | $211.0K | 0.00% | +3,490 | New |
| Cetera Investment Advisers | 3,504 | $212.0K | 0.00% | −214−5.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,504 | $217.0K | 0.23% | +3,504 | New |
| Cannell Peter B & Co Inc | 3,600 | $218.0K | 0.01% | −1,000−21.7% | Reduced |
| Independent Financial Group, LLC | 3,639 | $220.1K | 0.02% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,673 | $222.0K | 0.18% | −18,623−83.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,671 | $222.0K | 0.15% | +3,671 | New |
| Banque Cantonale Vaudoise | 3,700 | $223.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,801 | $229.9K | 0.02% | +3,801 | New |
| Mattern Wealth Management LLC | 3,910 | $236.0K | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,975 | $240.0K | 0.01% | +120+3.1% | Added |
| Seeyond | 3,998 | $241.0K | 0.03% | −5,084−56.0% | Reduced |
| Means Investment Co., Inc. | 4,000 | $242.0K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 4,039 | $244.0K | 0.15% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,033 | $244.0K | 0.02% | +202+5.3% | Added |
| Winton Group Ltd | 4,060 | $246.0K | 0.02% | +4,060 | New |
| Stonebridge Capital Advisors LLC | 4,100 | $248.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,741 | $249.0K | 0.01% | +633+7.8% | Added |
| Redpoint Investment Management Pty Ltd | 4,138 | $250.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,133 | $250.0K | 0.00% | +644+18.5% | Added |
| Cetera Advisor Networks LLC | 4,220 | $255.0K | 0.00% | +252+6.4% | Added |
| Walleye Capital LLC | 4,266 | $258.0K | 0.01% | −8,854−67.5% | Reduced |
| FourThought Financial, LLC | 4,301 | $260.0K | 0.04% | −2,277−34.6% | Reduced |
| Diversified Trust Co | 4,421 | $267.0K | 0.01% | −695−13.6% | Reduced |
| Wedmont Private Capital | 4,520 | $273.0K | 0.05% | +4,520 | New |
| Martingale Asset Management L P | 4,504 | $274.0K | 0.01% | −10.0% | Reduced |
| Pinnacle Associates Ltd | 4,578 | $277.0K | 0.01% | +415+10.0% | Added |
| Buckingham Strategic Wealth, LLC | 4,614 | $279.0K | 0.01% | −235−4.8% | Reduced |
| Vontobel Holding Ltd. | 4,599 | $280.0K | 0.00% | −223−4.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,623 | $280.0K | 0.00% | −145−3.0% | Reduced |
| River Wealth Advisors LLC | 4,657 | $282.0K | 0.06% | −370−7.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,700 | $284.3K | 0.09% | −700−13.0% | Reduced |
| Larson Financial Group LLC | 4,752 | $287.0K | 0.04% | +4,559+2,362.2% | Added |
| Hotaling Investment Management, LLC | 4,766 | $288.0K | 0.14% | −96−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,761 | $288.0K | 0.03% | +934+24.4% | Added |
| Shell Asset Management Co | 4,783 | $289.0K | 0.01% | −1,257−20.8% | Reduced |
| Forum Financial Management, LP | 4,819 | $291.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,800 | $292.0K | 0.01% | −1,522−24.1% | Reduced |
| CWM Advisors, LLC | 4,846 | $293.0K | 0.04% | −424−8.0% | Reduced |
| Moors & Cabot, Inc. | 4,892 | $296.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,914 | $297.0K | 0.01% | −354−6.7% | Reduced |
| Fifth Third Bancorp | 4,920 | $298.0K | 0.00% | +747+17.9% | Added |
| CWS Financial Advisors, LLC | 4,938 | $299.0K | 0.14% | −12−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,005 | $303.0K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,050 | $305.0K | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,050 | $305.0K | 0.40% | +1,550+44.3% | Added |
| American Century Companies Inc | 5,076 | $307.0K | 0.00% | +1,472+40.8% | Added |
| CWM, LLC | 5,168 | $313.0K | 0.00% | +388+8.1% | Added |
| Mercer Global Advisors Inc | 5,245 | $317.0K | 0.00% | −1,448−21.6% | Reduced |
| Ethic Inc. | 5,283 | $320.0K | 0.02% | −123−2.3% | Reduced |
| Wetherby Asset Management Inc | 5,395 | $326.0K | 0.02% | −231−4.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,432 | $329.0K | 0.02% | −263−4.6% | Reduced |
| Cadent Capital Advisors, LLC | 5,439 | $329.0K | 0.20% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,531 | $335.0K | 0.05% | +924+20.1% | Added |
| KB Financial Partners, LLC | 5,628 | $340.0K | 0.12% | +941+20.1% | Added |
| Claro Advisors LLC | 5,863 | $342.0K | 0.14% | 00.0% | Unchanged |
| Vestcor Inc | 5,652 | $342.0K | 0.01% | +70+1.3% | Added |
| Washington Trust Bank | 5,712 | $345.0K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,074 | $357.0K | 0.04% | +2,672+78.5% | Added |
| RMB Capital Management, LLC | 5,952 | $360.0K | 0.01% | +97+1.7% | Added |
| SkyView Investment Advisors, LLC | 5,945 | $360.0K | 0.11% | +921+18.3% | Added |
| Somerset Trust Co | 5,981 | $362.0K | 0.17% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 6,069 | $364.0K | 0.00% | −2,074−25.5% | Reduced |
| Studio Investment Management LLC | 6,131 | $370.8K | 0.13% | +43+0.7% | Added |
| Aigen Investment Management, LP | 6,141 | $371.0K | 0.05% | −20,227−76.7% | Reduced |
| Symmetry Partners, LLC | 6,315 | $382.0K | 0.03% | +603+10.6% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $386.0K | 0.15% | −6,375−100.0% | Reduced |
| Gilbert & Cook, Inc. | 6,759 | $386.0K | 0.09% | +917+15.7% | Added |
| Metis Global Partners, LLC | 6,410 | $387.0K | 0.06% | +1,342+26.5% | Added |
| Prelude Capital Management, LLC | 6,453 | $390.0K | 0.02% | −5,955−48.0% | Reduced |
| Xcel Wealth Management, LLC | 6,447 | $390.0K | 0.15% | 00.0% | Unchanged |
| Next Level Private LLC | 6,465 | $412.0K | 0.36% | +6,465 | New |
| Brookstone Capital Management | 6,810 | $413.0K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 6,948 | $420.0K | 0.14% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 6,975 | $422.0K | 0.13% | −24,367−77.7% | Reduced |
| Ieq Capital, LLC | 7,039 | $426.0K | 0.01% | +378+5.7% | Added |
| Strategy Asset Managers LLC | 7,038 | $426.0K | 0.12% | +2,787+65.6% | Added |
| SG Americas Securities, LLC | 7,214 | $436.0K | 0.01% | −15,008−67.5% | Reduced |
| Allstate Corp | 7,219 | $437.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,357 | $445.0K | 0.01% | +1,553+26.8% | Added |
| Financial Enhancement Group LLC | 7,369 | $446.0K | 0.10% | +174+2.4% | Added |
| Macquarie Group Ltd | 7,571 | $459.0K | 0.00% | −68,481−90.0% | Reduced |
| Pathstone Family Office, LLC | 7,635 | $461.8K | 0.01% | +2,387+45.5% | Added |
| Boulder Hill Capital Management LP | 7,700 | $466.0K | 0.35% | +7,700 | New |
| Strategic Wealth Partners, Ltd. | 7,852 | $474.9K | 0.10% | +2,623+50.2% | Added |
| Contravisory Investment Management, Inc. | 7,873 | $476.0K | 0.16% | 00.0% | Unchanged |
| M&T Bank Corp | 8,128 | $492.0K | 0.00% | +170+2.1% | Added |
| MML Investors Services, LLC | 8,183 | $495.0K | 0.00% | −5,889−41.8% | Reduced |
| Holland Advisory Services, Inc. | 8,198 | $496.0K | 0.61% | +11+0.1% | Added |
| Sender Co & Partners, Inc. | 8,245 | $499.0K | 2.33% | +8,245 | New |