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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 5,863 | $342.0K | 0.14% | 00.0% | Unchanged |
| Vestcor Inc | 5,652 | $342.0K | 0.01% | +70+1.3% | Added |
| KB Financial Partners, LLC | 5,628 | $340.0K | 0.12% | +941+20.1% | Added |
| Mayflower Financial Advisors, LLC | 5,531 | $335.0K | 0.05% | +924+20.1% | Added |
| 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 |
| Wetherby Asset Management Inc | 5,395 | $326.0K | 0.02% | −231−4.1% | Reduced |
| Ethic Inc. | 5,283 | $320.0K | 0.02% | −123−2.3% | Reduced |
| Mercer Global Advisors Inc | 5,245 | $317.0K | 0.00% | −1,448−21.6% | Reduced |
| CWM, LLC | 5,168 | $313.0K | 0.00% | +388+8.1% | Added |
| American Century Companies Inc | 5,076 | $307.0K | 0.00% | +1,472+40.8% | Added |
| 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 |
| Checchi Capital Advisers, LLC | 5,005 | $303.0K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,938 | $299.0K | 0.14% | −12−0.2% | Reduced |
| Fifth Third Bancorp | 4,920 | $298.0K | 0.00% | +747+17.9% | Added |
| TownSquare Capital, LLC | 4,914 | $297.0K | 0.01% | −354−6.7% | Reduced |
| Moors & Cabot, Inc. | 4,892 | $296.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,846 | $293.0K | 0.04% | −424−8.0% | Reduced |
| Wolverine Trading, LLC | 4,800 | $292.0K | 0.01% | −1,522−24.1% | Reduced |
| Forum Financial Management, LP | 4,819 | $291.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,783 | $289.0K | 0.01% | −1,257−20.8% | Reduced |
| 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 |
| Larson Financial Group LLC | 4,752 | $287.0K | 0.04% | +4,559+2,362.2% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $284.3K | 0.09% | −700−13.0% | Reduced |
| River Wealth Advisors LLC | 4,657 | $282.0K | 0.06% | −370−7.4% | 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 |
| Buckingham Strategic Wealth, LLC | 4,614 | $279.0K | 0.01% | −235−4.8% | Reduced |
| Pinnacle Associates Ltd | 4,578 | $277.0K | 0.01% | +415+10.0% | Added |
| Martingale Asset Management L P | 4,504 | $274.0K | 0.01% | −10.0% | Reduced |
| Wedmont Private Capital | 4,520 | $273.0K | 0.05% | +4,520 | New |
| Diversified Trust Co | 4,421 | $267.0K | 0.01% | −695−13.6% | Reduced |
| FourThought Financial, LLC | 4,301 | $260.0K | 0.04% | −2,277−34.6% | Reduced |
| Walleye Capital LLC | 4,266 | $258.0K | 0.01% | −8,854−67.5% | Reduced |
| Cetera Advisor Networks LLC | 4,220 | $255.0K | 0.00% | +252+6.4% | 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 |
| IFP Advisors, Inc | 8,741 | $249.0K | 0.01% | +633+7.8% | Added |
| Stonebridge Capital Advisors LLC | 4,100 | $248.0K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 4,060 | $246.0K | 0.02% | +4,060 | New |
| 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 |
| Means Investment Co., Inc. | 4,000 | $242.0K | 0.05% | 00.0% | Unchanged |
| Seeyond | 3,998 | $241.0K | 0.03% | −5,084−56.0% | Reduced |
| Toroso Investments, LLC | 3,975 | $240.0K | 0.01% | +120+3.1% | Added |
| Mattern Wealth Management LLC | 3,910 | $236.0K | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,801 | $229.9K | 0.02% | +3,801 | New |
| Banque Cantonale Vaudoise | 3,700 | $223.0K | 0.01% | 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 |
| Independent Financial Group, LLC | 3,639 | $220.1K | 0.02% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 3,600 | $218.0K | 0.01% | −1,000−21.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,504 | $217.0K | 0.23% | +3,504 | New |
| Cetera Investment Advisers | 3,504 | $212.0K | 0.00% | −214−5.8% | Reduced |
| Greenleaf Trust | 3,490 | $211.0K | 0.00% | +3,490 | New |
| Darwin Advisors, LLC | 3,400 | $208.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,400 | $206.0K | 0.01% | −370−9.8% | Reduced |
| Journey Strategic Wealth LLC | 3,383 | $205.0K | 0.03% | +3,383 | New |
| Anchor Investment Management, LLC | 3,280 | $198.4K | 0.03% | −200−5.7% | Reduced |
| Private Trust Co NA | 2,931 | $177.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,515 | $152.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,359 | $143.0K | 0.00% | +297+14.4% | Added |
| Benjamin Edwards Inc | 2,343 | $142.0K | 0.04% | +46+2.0% | Added |
| 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 |
| Tradition Wealth Management, LLC | 1,960 | $119.0K | 0.02% | +1,960 | New |
| Column Capital Advisors, LLC | 1,901 | $115.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,749 | $106.0K | 0.00% | +1,749 | New |
| Montag A & Associates Inc | 1,728 | $105.0K | 0.01% | +1,628+1,628.0% | 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 |
| 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 |
| Neo Ivy Capital Management | 1,284 | $78.0K | 0.21% | −1,059−45.2% | Reduced |
| Glen Eagle Advisors, LLC | 1,250 | $75.6K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,200 | $73.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,170 | $68.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,065 | $64.0K | 0.00% | −288−21.3% | Reduced |
| Atlas Capital Advisors LLC | 883 | $53.4K | 0.01% | 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 |
| Tilia Fiduciary Partners, Inc. | 796 | $49.0K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 765 | $46.0K | 0.04% | +724+1,765.9% | Added |
| SJS Investment Consulting Inc. | 720 | $44.0K | 0.01% | +720 | New |
| Proequities, Inc. | 683 | $41.0K | 0.00% | +100+17.2% | Added |
| Caldwell Trust Co | 676 | $40.9K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $40.0K | 0.03% | −225−25.2% | Reduced |
| Meeder Asset Management Inc | 646 | $39.0K | 0.00% | −10−1.5% | Reduced |
| Covestor Ltd | 620 | $38.0K | 0.03% | −916−59.6% | Reduced |
| Alaska Permanent Fund Corp | 628 | $38.0K | 0.00% | −366−36.8% | Reduced |
| Allworth Financial LP | 582 | $35.0K | 0.00% | +65+12.6% | Added |
| Washington Trust Advisors, Inc. | 545 | $33.0K | 0.00% | +30+5.8% | Added |
| Parkside Financial Bank & Trust | 514 | $31.0K | 0.01% | +15+3.0% | Added |
| Ogorek Anthony Joseph | 504 | $30.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 503 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 478 | $29.0K | 0.00% | +106+28.5% | Added |
| Loomis Sayles & Co L P | 443 | $27.0K | 0.00% | +416+1,540.7% | Added |