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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,457 | $83.0K | 0.00% | −589−28.8% | Reduced |
| Sentry Investment Management LLC | 1,541 | $88.0K | 0.04% | +137+9.8% | Added |
| Ossiam | 1,554 | $88.5K | 0.00% | −29,160−94.9% | Reduced |
| Montag A & Associates Inc | 1,728 | $98.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,744 | $99.4K | 0.04% | +1,744 | New |
| Column Capital Advisors, LLC | 1,901 | $108.3K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,960 | $112.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,021 | $115.0K | 0.00% | +1,711+551.9% | Added |
| Belpointe Asset Management LLC | 2,080 | $118.5K | 0.01% | +2,080 | New |
| Benjamin Edwards Inc | 2,135 | $122.0K | 0.03% | −208−8.9% | Reduced |
| Advisors Asset Management, Inc. | 2,156 | $122.8K | 0.00% | −203−8.6% | Reduced |
| State of Wyoming | 2,420 | $137.9K | 0.05% | +2,032+523.7% | Added |
| Smithfield Trust Co | 2,515 | $143.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,931 | $167.0K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,970 | $169.2K | 0.06% | −4,005−57.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,020 | $172.0K | 0.00% | +3,020 | New |
| Anchor Investment Management, LLC | 3,080 | $175.5K | 0.03% | −200−6.1% | Reduced |
| Point72 Middle East FZE | 3,324 | $189.4K | 0.01% | +3,324 | New |
| Ethic Inc. | 3,581 | $204.0K | 0.01% | −1,702−32.2% | Reduced |
| Darwin Advisors, LLC | 3,400 | $208.3K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,689 | $210.2K | 0.01% | +3,689 | New |
| Banque Cantonale Vaudoise | 3,700 | $211.0K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,715 | $211.6K | 0.01% | −2,237−37.6% | Reduced |
| Smith Shellnut Wilson LLC | 3,725 | $212.2K | 0.13% | +54+1.5% | Added |
| Integrated Investment Consultants, LLC | 3,759 | $214.2K | 0.07% | +3,759 | New |
| W.H. Cornerstone Investments Inc. | 3,506 | $214.8K | 0.20% | +2+0.1% | Added |
| Mattern Wealth Management LLC | 3,810 | $217.1K | 0.09% | −100−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 3,903 | $222.4K | 0.02% | −858−18.0% | Reduced |
| FORA Capital, LLC | 3,960 | $225.6K | 0.04% | −6,534−62.3% | Reduced |
| Shell Asset Management Co | 3,974 | $226.0K | 0.01% | −809−16.9% | Reduced |
| Means Investment Co., Inc. | 4,000 | $227.9K | 0.05% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 4,005 | $228.0K | 0.00% | −618−13.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,024 | $229.2K | 0.00% | −306,482−98.7% | Reduced |
| Provident Wealth Management, LLC | 4,039 | $230.1K | 0.14% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,046 | $230.5K | 0.01% | −532−11.6% | Reduced |
| Stonebridge Capital Advisors LLC | 4,100 | $233.6K | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,150 | $236.4K | 0.00% | −354−7.9% | Reduced |
| Acrisure Capital Management, LLC | 4,167 | $237.4K | 0.26% | +4,167 | New |
| AIA Group Ltd | 4,262 | $242.8K | 0.01% | +4,262 | New |
| Simon Quick Advisors, LLC | 4,267 | $243.1K | 0.03% | +4,267 | New |
| FourThought Financial Partners, LLC | 4,270 | $243.3K | 0.04% | +4,270 | New |
| Journey Strategic Wealth LLC | 4,272 | $243.4K | 0.03% | +889+26.3% | Added |
| Assenagon Asset Management S.A. | 4,328 | $247.0K | 0.00% | −645,099−99.3% | Reduced |
| CWM, LLC | 4,349 | $248.0K | 0.00% | −819−15.8% | Reduced |
| Foundry Partners, LLC | 4,408 | $251.0K | 0.01% | +4,408 | New |
| Cadent Capital Advisors, LLC | 4,461 | $254.2K | 0.15% | −978−18.0% | Reduced |
| Mercer Global Advisors Inc | 4,611 | $256.0K | 0.00% | −634−12.1% | Reduced |
| Davenport & Co LLC | 4,547 | $259.0K | 0.00% | +414+10.0% | Added |
| Buckingham Strategic Wealth, LLC | 4,614 | $262.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,112 | $263.0K | 0.01% | +371+4.2% | Added |
| Rockefeller Capital Management L.P. | 4,649 | $264.0K | 0.00% | +3,584+336.5% | Added |
| Independent Financial Group, LLC | 4,656 | $265.3K | 0.02% | +1,017+27.9% | Added |
| River Wealth Advisors LLC | 4,657 | $265.3K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,707 | $268.2K | 0.01% | −112−2.3% | Reduced |
| Ascent Group, LLC | 4,712 | $268.4K | 0.03% | −1,362−22.4% | Reduced |
| Hotaling Investment Management, LLC | 4,751 | $271.0K | 0.12% | −15−0.3% | Reduced |
| Larson Financial Group LLC | 4,784 | $272.5K | 0.03% | +32+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,804 | $273.7K | 0.00% | −2,553−34.7% | Reduced |
| Strategy Asset Managers LLC | 4,810 | $274.0K | 0.07% | −2,228−31.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,836 | $275.5K | 0.03% | −169−3.4% | Reduced |
| Two Sigma Advisers, LP | 4,900 | $279.2K | 0.00% | +4,900 | New |
| SlateStone Wealth, LLC | 5,000 | $284.9K | 0.07% | +5,000 | New |
| Two Sigma Investments, LP | 5,011 | $285.5K | 0.00% | +5,011 | New |
| KB Financial Partners, LLC | 5,024 | $286.0K | 0.10% | −604−10.7% | Reduced |
| Cannell Peter B & Co Inc | 5,050 | $287.7K | 0.01% | +1,450+40.3% | Added |
| Gateway Investment Advisers LLC | 5,055 | $288.0K | 0.00% | −162,837−97.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,060 | $288.3K | 0.02% | +1,027+25.5% | Added |
| Pathstone Family Office, LLC | 13,891 | $288.3K | 0.01% | +6,256+81.9% | Added |
| Utah Peaks Capital Inc | 5,088 | $289.9K | 0.56% | +5,088 | New |
| Cetera Advisor Networks LLC | 5,105 | $290.9K | 0.00% | +885+21.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,156 | $293.7K | 0.00% | −36,271−87.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,165 | $294.0K | 0.01% | −267−4.9% | Reduced |
| Vontobel Holding Ltd. | 5,217 | $295.1K | 0.00% | +618+13.4% | Added |
| Jane Street Group, LLC | 5,183 | $295.3K | 0.00% | −17,942−77.6% | Reduced |
| Fifth Third Bancorp | 5,282 | $300.9K | 0.00% | +362+7.4% | Added |
| Diversified Trust Co | 5,329 | $304.0K | 0.01% | +908+20.5% | Added |
| SkyView Investment Advisors, LLC | 5,386 | $307.0K | 0.09% | −559−9.4% | Reduced |
| M&G Investment Management Ltd | 5,440 | $310.1K | 0.00% | −629−10.4% | Reduced |
| Wetherby Asset Management Inc | 5,527 | $314.9K | 0.02% | +132+2.4% | Added |
| Toroso Investments, LLC | 5,570 | $317.0K | 0.01% | +1,595+40.1% | Added |
| Wealthfront Advisers LLC | 5,602 | $319.1K | 0.00% | −3,390−37.7% | Reduced |
| Vestcor Inc | 5,694 | $324.0K | 0.01% | +42+0.7% | Added |
| Washington Trust Bank | 5,712 | $325.0K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 7,147 | $327.0K | 0.14% | +2,209+44.7% | Added |
| Fosun International Ltd | 5,750 | $327.6K | 0.03% | +5,750 | New |
| Somerset Trust Co | 5,981 | $341.0K | 0.14% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,017 | $342.8K | 0.04% | +1,171+24.2% | Added |
| Symmetry Partners, LLC | 6,315 | $360.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,336 | $360.6K | 0.00% | −1,235−16.3% | Reduced |
| Ieq Capital, LLC | 6,376 | $363.3K | 0.01% | −663−9.4% | Reduced |
| Studio Investment Management LLC | 6,407 | $365.0K | 0.12% | +276+4.5% | Added |
| Fox Run Management, L.L.C. | 6,494 | $370.0K | 0.15% | −1,847−22.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,547 | $373.0K | 0.19% | +6,547 | New |
| Xcel Wealth Management, LLC | 6,598 | $375.9K | 0.15% | +151+2.3% | Added |
| Moors & Cabot, Inc. | 6,676 | $380.3K | 0.03% | +1,784+36.5% | Added |
| Mayflower Financial Advisors, LLC | 6,684 | $380.8K | 0.05% | +1,153+20.8% | Added |
| Brookstone Capital Management | 6,810 | $400.6K | 0.01% | 00.0% | Unchanged |
| Next Level Private LLC | 6,965 | $409.8K | 0.30% | +500+7.7% | Added |
| American Century Companies Inc | 7,341 | $418.2K | 0.00% | +2,265+44.6% | Added |
| Financial Enhancement Group LLC | 7,108 | $419.1K | 0.08% | −261−3.5% | Reduced |