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, Q4 2022
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 573
- +14 vs. Q3 2022
- Shares held
- 201.4M
- +7.49M (+3.9%) vs. Q3 2022
- Total value
- $11.4B
- −$341.9M (−2.9%) vs. Q3 2022
- New holders
- 76
- 229 more added
- Sold out
- 62
- 193 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 121 | $0 | 0.00% | +17+16.3% | Added |
| Sofos Investments, Inc. | 57 | $93 | 0.00% | −543−90.5% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $114 | 0.00% | +2 | New |
| RWM Asset Management, LLC | 5 | $296 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5 | $299 | 0.00% | +5 | New |
| Comerica Securities,inc. | 10 | $570 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 10 | $582 | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 11 | $627 | 0.00% | −1−8.3% | Reduced |
| Trifecta Capital Advisors, LLC | 11 | $627 | 0.00% | +11 | New |
| Colonial Trust Advisors | 14 | $798 | 0.00% | +14 | New |
| DT Investment Partners, LLC | 15 | $855 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $862 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.02K | 0.00% | – | New |
| Global Retirement Partners, LLC | 24 | $1.37K | 0.00% | −19−44.2% | Reduced |
| Earnest Partners LLC | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $1.48K | 0.00% | +7+36.8% | Added |
| MV Capital Management, Inc. | 29 | $1.65K | 0.00% | +4+16.0% | Added |
| Disciplined Investments, LLC | 34 | $1.94K | 0.00% | +4+13.3% | Added |
| Concord Wealth Partners | 34 | $1.94K | 0.00% | +34 | New |
| Cullen/Frost Bankers, Inc. | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $2.05K | 0.00% | +36 | New |
| Tucker Asset Management LLC | 36 | $2.08K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $2.17K | 0.00% | +38 | New |
| Versant Capital Management, Inc | 39 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 43 | $2.43K | 0.00% | +5+13.2% | Added |
| JDM Financial Group LLC | 45 | $2.56K | 0.00% | +45 | New |
| Prestige Wealth Management Group LLC | 46 | $2.62K | 0.00% | −23−33.3% | Reduced |
| Bell Investment Advisors, Inc | 46 | $2.62K | 0.00% | +9+24.3% | Added |
| Plante Moran Financial Advisors, LLC | 49 | $2.79K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 51 | $2.90K | 0.00% | +51 | New |
| Crewe Advisors LLC | 54 | $3.08K | 0.00% | −75−58.1% | Reduced |
| Central Trust Co | 57 | $3.25K | 0.00% | +1+1.8% | Added |
| Washington Trust Co | 58 | $3.30K | 0.00% | +10+20.8% | Added |
| Cassady Schiller Wealth Management, LLC | 59 | $3.36K | 0.00% | +59 | New |
| Lindbrook Capital, LLC | 64 | $3.65K | 0.00% | −114−64.0% | Reduced |
| Schubert & Co | 70 | $3.99K | 0.00% | −3−4.1% | Reduced |
| AdvisorNet Financial, Inc | 72 | $4.10K | 0.00% | +17+30.9% | Added |
| First Financial Corp | 74 | $4.21K | 0.00% | −298−80.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $4.44K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $5.41K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $6.00K | 0.00% | +98 | New |
| Farmers & Merchants Investments Inc | 115 | $6.55K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 131 | $7.46K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 131 | $7.46K | 0.00% | +131 | New |
| JFS Wealth Advisors, LLC | 138 | $7.86K | 0.00% | −44−24.2% | Reduced |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $8.38K | 0.01% | +147 | New |
| Money Concepts Capital Corp | 170 | $9.69K | 0.00% | +33+24.1% | Added |
| Ronald Blue Trust, Inc. | 177 | $11.0K | 0.00% | +9+5.4% | Added |
| Proequities, Inc. | 200 | $11.4K | 0.00% | −483−70.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $11.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 205 | $11.7K | 0.00% | +37+22.0% | Added |
| SJS Investment Consulting Inc. | 206 | $11.7K | 0.00% | −514−71.4% | Reduced |
| Sutton Wealth Advisors Inc. | 215 | $12.2K | 0.00% | −2−0.9% | Reduced |
| South State Corp. | 225 | $12.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 240 | $13.7K | 0.02% | +240 | New |
| Spire Wealth Management | 247 | $14.0K | 0.00% | +18+7.9% | Added |
| Clear Street Markets LLC | 238 | $14.0K | 0.00% | +238 | New |
| Delta Asset Management LLC | 250 | $14.2K | 0.00% | +250 | New |
| Country Trust Bank | 270 | $15.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $15.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 280 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 285 | $16.2K | 0.00% | −37−11.5% | Reduced |
| Fred Alger Management, LLC | 310 | $17.7K | 0.00% | −1,032−76.9% | Reduced |
| JJJ Advisors Inc. | 289 | $17.8K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 348 | $19.0K | 0.03% | −507−59.3% | Reduced |
| Massmutual Trust Co FSB | 332 | $19.0K | 0.00% | −11−3.2% | Reduced |
| TFC Financial Management | 376 | $21.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 379 | $21.6K | 0.00% | +170+81.3% | Added |
| Cary Street Partner Investment Advisory LLC | 400 | $22.8K | 0.00% | +400 | New |
| Armstrong Advisory Group, Inc | 400 | $22.8K | 0.00% | +400 | New |
| My Personal CFO, LLC | 431 | $24.6K | 0.02% | +431 | New |
| Beaird Harris Wealth Management, LLC | 443 | $25.2K | 0.00% | +44+11.0% | Added |
| Ogorek Anthony Joseph | 504 | $28.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 505 | $28.8K | 0.00% | −77−13.2% | Reduced |
| Loomis Sayles & Co L P | 511 | $29.0K | 0.00% | +68+15.3% | Added |
| Asset Dedication, LLC | 506 | $29.0K | 0.00% | +506 | New |
| Castleview Partners, LLC | 520 | $29.6K | 0.03% | −245−32.0% | Reduced |
| Pacer Advisors, Inc. | 543 | $30.9K | 0.00% | +65+13.6% | Added |
| Quent Capital, LLC | 589 | $33.6K | 0.01% | +86+17.1% | Added |
| Alaska Permanent Fund Corp | 628 | $36.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $38.1K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $38.5K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 746 | $42.5K | 0.00% | +746 | New |
| Tilia Fiduciary Partners, Inc. | 796 | $45.3K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 825 | $47.0K | 0.04% | +205+33.1% | Added |
| Parkside Financial Bank & Trust | 905 | $51.6K | 0.01% | +391+76.1% | Added |
| CoreCap Advisors, LLC | 969 | $55.2K | 0.00% | +969 | New |
| MinichMacGregor Wealth Management, LLC | 1,102 | $62.8K | 0.02% | +1,102 | New |
| Tobam | 1,152 | $66.0K | 0.00% | +1,152 | New |
| Atticus Wealth Management, LLC | 1,170 | $66.7K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,220 | $68.0K | 0.00% | −130−9.6% | Reduced |
| Annapolis Financial Services, LLC | 1,200 | $68.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $71.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,392 | $79.3K | 0.00% | −8−0.6% | Reduced |
| Trust Co of Vermont | 1,401 | $79.8K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,408 | $80.2K | 0.02% | +1,408 | New |