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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.

Institutional holdersQ3 2022: 568 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ3 2022: $12.1B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2022.

Institutions holding BRO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tobam0$00.00%−716−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−720−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−597−100.0%Sold out
Clear Street Markets LLC0$00.00%−487−100.0%Sold out
West Oak Capital, LLC0$00.00%−400−100.0%Sold out
Concord Wealth Partners0$00.00%−358−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−279−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−250−100.0%Sold out
Retirement Group, LLC0$00.00%−213−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−88−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−73−100.0%Sold out
CVA Family Office, LLC0$00.00%−60−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−75−100.0%Sold out
Horan Securities, Inc.0$00.00%−55−100.0%Sold out
Steward Financial Group LLC0$00.00%−11−100.0%Sold out
Farmer Steven Patrick––––Not filed
Brewin Dolphin Ltd––––Not filed
Dorsey Wright & Associates––––Not filed
Coldstream Capital Management Inc––––Not filed
Advisor Partners LLC––––Not filed
Bruderman Asset Management, LLC––––Not filed
Private Capital Group, LLC––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Cordasco Financial Network––––Not filed