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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 399 | $24.0K | 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 |
| First Financial Corp | 372 | $22.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 343 | $21.0K | 0.00% | +24+7.5% | Added |
| 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 |
| JJJ Advisors Inc. | 289 | $18.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $17.1K | 0.00% | +276 | New |
| Duncker Streett & Co Inc | 280 | $17.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $16.0K | 0.00% | 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 |
| Sutton Wealth Advisors Inc. | 217 | $13.1K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 215 | $13.0K | 0.00% | −29−11.9% | Reduced |
| First Manhattan Co | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $12.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $12.0K | 0.00% | −1,000−83.3% | Reduced |
| Piscataqua Savings Bank | 204 | $12.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Farmers & Merchants Investments Inc | 115 | $7.00K | 0.00% | +30+35.3% | Added |
| Absolute Capital Management, LLC | 101 | $6.15K | 0.01% | +101 | 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 |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 49 | $2.96K | 0.00% | −83−62.9% | Reduced |
| Raffa Wealth Management, LLC | 36 | $2.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $2.12K | 0.00% | +36 | 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 |
| 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 |
| 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 |
| Sofos Investments, Inc. | 600 | – | – | +20+3.4% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −138,540−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −88,572−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −80,985−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −47,594−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −27,347−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −18,654−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −17,760−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,853−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −13,446−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,348−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,758−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Disciplined Equity Management, Inc. | 0 | $0 | 0.00% | −4,870−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Infini Capital Management Ltd | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |