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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 16,227 | $924.4K | 0.01% | +16,227 | New |
| National Bank of Canada | 15,365 | $875.3K | 0.00% | −241−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,309 | $872.2K | 0.11% | +6,008+64.6% | Added |
| Creative Planning | 15,223 | $867.3K | 0.00% | +1,483+10.8% | Added |
| Louisiana State Employees Retirement System | 15,200 | $866.0K | 0.02% | +200+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 15,170 | $864.3K | 0.16% | +7,318+93.2% | Added |
| Everence Capital Management Inc | 15,040 | $857.0K | 0.07% | +15,040 | New |
| Hunter Associates Investment Management LLC | 14,967 | $852.0K | 0.21% | +125+0.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 14,760 | $840.9K | 0.81% | +14,760 | New |
| Glenmede Trust Co NA | 14,669 | $835.7K | 0.00% | +1,799+14.0% | Added |
| HRT Financial LP | 14,551 | $828.0K | 0.01% | −61,527−80.9% | Reduced |
| BDO Wealth Advisors, LLC | 13,747 | $783.2K | 0.10% | +27+0.2% | Added |
| Veritable, L.P. | 13,543 | $771.5K | 0.01% | −2,439−15.3% | Reduced |
| Metropolitan Life Insurance Co | 13,269 | $755.9K | 0.03% | −345−2.5% | Reduced |
| First National Advisers, LLC | 13,231 | $754.0K | 0.97% | +3,941+42.4% | Added |
| Kula Investments, LLC | 13,058 | $743.9K | 0.26% | +13,058 | New |
| Oppenheimer Asset Management Inc. | 12,905 | $735.2K | 0.01% | −463−3.5% | Reduced |
| Centiva Capital, LP | 12,795 | $728.9K | 0.06% | +12,795 | New |
| Capital Directions Investment Advisors, LLC | 12,750 | $726.4K | 0.27% | +12,750 | Added |
| Heron Bay Capital Management | 12,689 | $722.9K | 0.45% | +12,689 | New |
| Virtus ETF Advisers LLC | 12,554 | $715.2K | 0.37% | +1,658+15.2% | Added |
| First Hawaiian Bank | 12,484 | $711.0K | 0.03% | −10,769−46.3% | Reduced |
| Qsemble Capital Management, LP | 12,200 | $695.0K | 0.48% | +12,200 | New |
| Cross Staff Investments Inc | 12,000 | $683.6K | 0.72% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 11,971 | $682.0K | 0.09% | +308+2.6% | Added |
| Pendal Group Limited | 11,831 | $674.0K | 0.01% | +11,831 | New |
| Advisor Partners II, LLC | 11,688 | $665.9K | 0.04% | +3,318+39.6% | Added |
| Hamilton Capital Partners Inc. | 11,424 | $650.8K | 0.28% | +11,424 | New |
| Seeyond | 11,323 | $645.1K | 0.06% | +7,325+183.2% | Added |
| New Mexico Educational Retirement Board | 11,200 | $638.0K | 0.03% | −800−6.7% | Reduced |
| Aquatic Capital Management LLC | 11,200 | $638.0K | 0.05% | +11,200 | New |
| Cumberland Partners Ltd | 11,000 | $626.7K | 0.07% | −3,000−21.4% | Reduced |
| Norinchukin Bank, The | 10,820 | $616.4K | 0.01% | −2,458−18.5% | Reduced |
| Equitable Trust Co | 10,725 | $611.0K | 0.05% | +10,725 | New |
| TownSquare Capital, LLC | 10,690 | $609.0K | 0.02% | +5,776+117.5% | Added |
| Proficio Capital Partners LLC | 10,687 | $608.8K | 0.12% | +70+0.7% | Added |
| Wedbush Securities Inc | 10,630 | $606.0K | 0.03% | −21−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 10,585 | $603.0K | 0.01% | +10,585 | New |
| CenterBook Partners LP | 10,151 | $578.3K | 0.10% | +10,151 | New |
| Thrivent Financial for Lutherans | 10,067 | $574.0K | 0.00% | +68+0.7% | Added |
| Commerce Bank | 10,021 | $570.9K | 0.00% | −1,525−13.2% | Reduced |
| E. Ohman J:or Asset Management AB | 10,000 | $569.7K | 0.02% | +10,000 | New |
| Allstate Corp | 9,986 | $568.9K | 0.02% | +2,767+38.3% | Added |
| Allstate Investment Management Co | 9,986 | $568.9K | 0.02% | +9,986 | New |
| Guggenheim Capital LLC | 9,868 | $562.2K | 0.00% | −3,105−23.9% | Reduced |
| Manchester Capital Management LLC | 9,778 | $557.1K | 0.08% | +9,757+46,461.9% | Added |
| Tower Research Capital LLC (TRC) | 9,639 | $550.0K | 0.02% | −9,000−48.3% | Reduced |
| Glenview Trust Co | 9,590 | $546.3K | 0.02% | +1,279+15.4% | Added |
| Occidental Asset Management, LLC | 9,548 | $544.0K | 0.15% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,424 | $536.9K | 0.00% | +9,424 | New |
| Keeley-Teton Advisors, LLC | 9,300 | $529.8K | 0.07% | +500+5.7% | Added |
| Centennial Bank | 9,171 | $522.5K | 0.30% | +9,171 | New |
| NFP Retirement, Inc. | 8,980 | $511.6K | 0.11% | −128−1.4% | Reduced |
| Fiduciary Trust Co | 8,926 | $508.5K | 0.01% | −34−0.4% | Reduced |
| Contravisory Investment Management, Inc. | 8,883 | $506.1K | 0.14% | +1,010+12.8% | Added |
| M&T Bank Corp | 8,722 | $496.9K | 0.00% | +594+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,613 | $490.7K | 0.07% | +4,812+126.6% | Added |
| Procyon Private Wealth Partners, LLC | 8,561 | $487.7K | 0.09% | −449−5.0% | Reduced |
| GWM Advisors LLC | 21,056 | $485.6K | 0.01% | +2,952+16.3% | Added |
| Metis Global Partners, LLC | 8,520 | $485.4K | 0.04% | +2,110+32.9% | Added |
| Blueshift Asset Management, LLC | 8,483 | $483.3K | 0.22% | −16,420−65.9% | Reduced |
| Neo Ivy Capital Management | 8,466 | $482.0K | 0.33% | +7,182+559.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,401 | $479.0K | 0.04% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 8,266 | $470.9K | 0.12% | +8,266 | New |
| Holland Advisory Services, Inc. | 8,212 | $467.9K | 0.56% | +14+0.2% | Added |
| MML Investors Services, LLC | 8,061 | $459.0K | 0.00% | −122−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 7,948 | $452.8K | 0.13% | +1,000+14.4% | Added |
| Agf Management Ltd | 7,899 | $450.0K | 0.00% | +7,899 | New |
| SRB Corp | 7,897 | $450.0K | 0.03% | +7,897 | New |
| Verition Fund Management LLC | 7,682 | $437.6K | 0.01% | −2,864−27.2% | Reduced |
| Gilbert & Cook, Inc. | 7,553 | $430.3K | 0.08% | +794+11.7% | Added |
| Claro Advisors LLC | 7,453 | $424.6K | 0.14% | +1,590+27.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,367 | $419.7K | 0.01% | −1,340−15.4% | Reduced |
| Financial Enhancement Group LLC | 7,108 | $419.1K | 0.08% | −261−3.5% | Reduced |
| American Century Companies Inc | 7,341 | $418.2K | 0.00% | +2,265+44.6% | Added |
| Next Level Private LLC | 6,965 | $409.8K | 0.30% | +500+7.7% | Added |
| Brookstone Capital Management | 6,810 | $400.6K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,684 | $380.8K | 0.05% | +1,153+20.8% | Added |
| Moors & Cabot, Inc. | 6,676 | $380.3K | 0.03% | +1,784+36.5% | Added |
| Xcel Wealth Management, LLC | 6,598 | $375.9K | 0.15% | +151+2.3% | Added |
| Argonautica Private Wealth Management, Inc | 6,547 | $373.0K | 0.19% | +6,547 | New |
| Fox Run Management, L.L.C. | 6,494 | $370.0K | 0.15% | −1,847−22.1% | Reduced |
| Studio Investment Management LLC | 6,407 | $365.0K | 0.12% | +276+4.5% | Added |
| Ieq Capital, LLC | 6,376 | $363.3K | 0.01% | −663−9.4% | Reduced |
| Macquarie Group Ltd | 6,336 | $360.6K | 0.00% | −1,235−16.3% | Reduced |
| Symmetry Partners, LLC | 6,315 | $360.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,017 | $342.8K | 0.04% | +1,171+24.2% | Added |
| Somerset Trust Co | 5,981 | $341.0K | 0.14% | 00.0% | Unchanged |
| Fosun International Ltd | 5,750 | $327.6K | 0.03% | +5,750 | New |
| CWS Financial Advisors, LLC | 7,147 | $327.0K | 0.14% | +2,209+44.7% | Added |
| Washington Trust Bank | 5,712 | $325.0K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 5,694 | $324.0K | 0.01% | +42+0.7% | Added |
| Wealthfront Advisers LLC | 5,602 | $319.1K | 0.00% | −3,390−37.7% | Reduced |
| Toroso Investments, LLC | 5,570 | $317.0K | 0.01% | +1,595+40.1% | Added |
| Wetherby Asset Management Inc | 5,527 | $314.9K | 0.02% | +132+2.4% | Added |
| M&G Investment Management Ltd | 5,440 | $310.1K | 0.00% | −629−10.4% | Reduced |
| SkyView Investment Advisors, LLC | 5,386 | $307.0K | 0.09% | −559−9.4% | Reduced |
| Diversified Trust Co | 5,329 | $304.0K | 0.01% | +908+20.5% | Added |
| Fifth Third Bancorp | 5,282 | $300.9K | 0.00% | +362+7.4% | Added |
| Jane Street Group, LLC | 5,183 | $295.3K | 0.00% | −17,942−77.6% | Reduced |