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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 5,217 | $295.1K | 0.00% | +618+13.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,165 | $294.0K | 0.01% | −267−4.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,156 | $293.7K | 0.00% | −36,271−87.6% | Reduced |
| Cetera Advisor Networks LLC | 5,105 | $290.9K | 0.00% | +885+21.0% | Added |
| Utah Peaks Capital Inc | 5,088 | $289.9K | 0.56% | +5,088 | New |
| Pathstone Family Office, LLC | 13,891 | $288.3K | 0.01% | +6,256+81.9% | Added |
| Tokio Marine Asset Management Co Ltd | 5,060 | $288.3K | 0.02% | +1,027+25.5% | Added |
| Gateway Investment Advisers LLC | 5,055 | $288.0K | 0.00% | −162,837−97.0% | Reduced |
| Cannell Peter B & Co Inc | 5,050 | $287.7K | 0.01% | +1,450+40.3% | Added |
| KB Financial Partners, LLC | 5,024 | $286.0K | 0.10% | −604−10.7% | Reduced |
| Two Sigma Investments, LP | 5,011 | $285.5K | 0.00% | +5,011 | New |
| SlateStone Wealth, LLC | 5,000 | $284.9K | 0.07% | +5,000 | New |
| Two Sigma Advisers, LP | 4,900 | $279.2K | 0.00% | +4,900 | New |
| Checchi Capital Advisers, LLC | 4,836 | $275.5K | 0.03% | −169−3.4% | Reduced |
| Strategy Asset Managers LLC | 4,810 | $274.0K | 0.07% | −2,228−31.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,804 | $273.7K | 0.00% | −2,553−34.7% | Reduced |
| Larson Financial Group LLC | 4,784 | $272.5K | 0.03% | +32+0.7% | Added |
| Hotaling Investment Management, LLC | 4,751 | $271.0K | 0.12% | −15−0.3% | Reduced |
| Ascent Group, LLC | 4,712 | $268.4K | 0.03% | −1,362−22.4% | Reduced |
| Forum Financial Management, LP | 4,707 | $268.2K | 0.01% | −112−2.3% | Reduced |
| River Wealth Advisors LLC | 4,657 | $265.3K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,656 | $265.3K | 0.02% | +1,017+27.9% | Added |
| Rockefeller Capital Management L.P. | 4,649 | $264.0K | 0.00% | +3,584+336.5% | Added |
| IFP Advisors, Inc | 9,112 | $263.0K | 0.01% | +371+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 4,614 | $262.9K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,547 | $259.0K | 0.00% | +414+10.0% | Added |
| Mercer Global Advisors Inc | 4,611 | $256.0K | 0.00% | −634−12.1% | Reduced |
| Cadent Capital Advisors, LLC | 4,461 | $254.2K | 0.15% | −978−18.0% | Reduced |
| Foundry Partners, LLC | 4,408 | $251.0K | 0.01% | +4,408 | New |
| CWM, LLC | 4,349 | $248.0K | 0.00% | −819−15.8% | Reduced |
| Assenagon Asset Management S.A. | 4,328 | $247.0K | 0.00% | −645,099−99.3% | Reduced |
| Journey Strategic Wealth LLC | 4,272 | $243.4K | 0.03% | +889+26.3% | Added |
| FourThought Financial Partners, LLC | 4,270 | $243.3K | 0.04% | +4,270 | New |
| Simon Quick Advisors, LLC | 4,267 | $243.1K | 0.03% | +4,267 | New |
| AIA Group Ltd | 4,262 | $242.8K | 0.01% | +4,262 | New |
| Acrisure Capital Management, LLC | 4,167 | $237.4K | 0.26% | +4,167 | New |
| Martingale Asset Management L P | 4,150 | $236.4K | 0.00% | −354−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 4,100 | $233.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,046 | $230.5K | 0.01% | −532−11.6% | Reduced |
| Provident Wealth Management, LLC | 4,039 | $230.1K | 0.14% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,024 | $229.2K | 0.00% | −306,482−98.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,005 | $228.0K | 0.00% | −618−13.4% | Reduced |
| Means Investment Co., Inc. | 4,000 | $227.9K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,974 | $226.0K | 0.01% | −809−16.9% | Reduced |
| FORA Capital, LLC | 3,960 | $225.6K | 0.04% | −6,534−62.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,903 | $222.4K | 0.02% | −858−18.0% | Reduced |
| Mattern Wealth Management LLC | 3,810 | $217.1K | 0.09% | −100−2.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,506 | $214.8K | 0.20% | +2+0.1% | Added |
| Integrated Investment Consultants, LLC | 3,759 | $214.2K | 0.07% | +3,759 | New |
| Smith Shellnut Wilson LLC | 3,725 | $212.2K | 0.13% | +54+1.5% | Added |
| RMB Capital Management, LLC | 3,715 | $211.6K | 0.01% | −2,237−37.6% | Reduced |
| Banque Cantonale Vaudoise | 3,700 | $211.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,689 | $210.2K | 0.01% | +3,689 | New |
| Darwin Advisors, LLC | 3,400 | $208.3K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 3,581 | $204.0K | 0.01% | −1,702−32.2% | Reduced |
| Point72 Middle East FZE | 3,324 | $189.4K | 0.01% | +3,324 | New |
| Anchor Investment Management, LLC | 3,080 | $175.5K | 0.03% | −200−6.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,020 | $172.0K | 0.00% | +3,020 | New |
| Gyon Technologies Capital Management, LP | 2,970 | $169.2K | 0.06% | −4,005−57.4% | Reduced |
| Private Trust Co NA | 2,931 | $167.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,515 | $143.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,420 | $137.9K | 0.05% | +2,032+523.7% | Added |
| Advisors Asset Management, Inc. | 2,156 | $122.8K | 0.00% | −203−8.6% | Reduced |
| Benjamin Edwards Inc | 2,135 | $122.0K | 0.03% | −208−8.9% | Reduced |
| Belpointe Asset Management LLC | 2,080 | $118.5K | 0.01% | +2,080 | New |
| Ci Investments Inc. | 2,021 | $115.0K | 0.00% | +1,711+551.9% | Added |
| Tradition Wealth Management, LLC | 1,960 | $112.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,901 | $108.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,744 | $99.4K | 0.04% | +1,744 | New |
| Montag A & Associates Inc | 1,728 | $98.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,554 | $88.5K | 0.00% | −29,160−94.9% | Reduced |
| Sentry Investment Management LLC | 1,541 | $88.0K | 0.04% | +137+9.8% | Added |
| Parallel Advisors, LLC | 1,457 | $83.0K | 0.00% | −589−28.8% | Reduced |
| One Wealth Advisors, LLC | 1,408 | $80.2K | 0.02% | +1,408 | New |
| Trust Co of Vermont | 1,401 | $79.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,392 | $79.3K | 0.00% | −8−0.6% | Reduced |
| Glen Eagle Advisors, LLC | 1,250 | $71.2K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,200 | $68.4K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,220 | $68.0K | 0.00% | −130−9.6% | Reduced |
| Atticus Wealth Management, LLC | 1,170 | $66.7K | 0.03% | 00.0% | Unchanged |
| Tobam | 1,152 | $66.0K | 0.00% | +1,152 | New |
| MinichMacGregor Wealth Management, LLC | 1,102 | $62.8K | 0.02% | +1,102 | New |
| CoreCap Advisors, LLC | 969 | $55.2K | 0.00% | +969 | New |
| Parkside Financial Bank & Trust | 905 | $51.6K | 0.01% | +391+76.1% | Added |
| Covestor Ltd | 825 | $47.0K | 0.04% | +205+33.1% | Added |
| Tilia Fiduciary Partners, Inc. | 796 | $45.3K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 746 | $42.5K | 0.00% | +746 | New |
| Caldwell Trust Co | 676 | $38.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $38.1K | 0.03% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 628 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 589 | $33.6K | 0.01% | +86+17.1% | Added |
| Pacer Advisors, Inc. | 543 | $30.9K | 0.00% | +65+13.6% | Added |
| Castleview Partners, LLC | 520 | $29.6K | 0.03% | −245−32.0% | 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 |
| Allworth Financial LP | 505 | $28.8K | 0.00% | −77−13.2% | Reduced |
| Ogorek Anthony Joseph | 504 | $28.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 443 | $25.2K | 0.00% | +44+11.0% | Added |
| My Personal CFO, LLC | 431 | $24.6K | 0.02% | +431 | New |
| Cary Street Partner Investment Advisory LLC | 400 | $22.8K | 0.00% | +400 | New |