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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, 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.

Institutional holdersQ4 2022: 573 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 heldQ4 2022: $11.4B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2022.

Institutions holding BRO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kestra Advisory Services, LLC0$00.00%−8,280−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−8,245−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−7,700−100.0%Sold out
SG Americas Securities, LLC0$00.00%−7,214−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−6,453−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,141−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−5,050−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−5,050−100.0%Sold out
Wolverine Trading, LLC0$00.00%−4,800−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−4,700−100.0%Sold out
Wedmont Private Capital0$00.00%−4,520−100.0%Sold out
Walleye Capital LLC0$00.00%−4,266−100.0%Sold out
Winton Group Ltd0$00.00%−4,060−100.0%Sold out
Motive Wealth Advisors0$00.00%−3,673−100.0%Sold out
Cetera Investment Advisers0$00.00%−3,504−100.0%Sold out
Greenleaf Trust0$00.00%−3,490−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−3,400−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,749−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−883−100.0%Sold out
Howe & Rusling Inc0$00.00%−848−100.0%Sold out
Meeder Asset Management Inc0$00.00%−646−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−545−100.0%Sold out
Riverview Trust Co0$00.00%−224−100.0%Sold out
First Manhattan Co0$00.00%−218−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−139−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−101−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−101−100.0%Sold out
Edge Capital Group, LLC0$00.00%−66−100.0%Sold out
Bartlett & Co. LLC0$00.00%−49−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−49−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−38−100.0%Sold out
Evoke Wealth, LLC0$00.00%−26−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−18−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−5−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
Atlanta Capital Management Co L L C––––Not filed
Eaton Vance Management––––Not filed
Jefferies Group LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
FourThought Financial, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed
USA Financial Portformulas Corp––––Not filed