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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 400 | $22.8K | 0.00% | +400 | New |
| TD Private Client Wealth LLC | 379 | $21.6K | 0.00% | +170+81.3% | Added |
| TFC Financial Management | 376 | $21.4K | 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 |
| JJJ Advisors Inc. | 289 | $17.8K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 310 | $17.7K | 0.00% | −1,032−76.9% | Reduced |
| Quadrant Capital Group LLC | 285 | $16.2K | 0.00% | −37−11.5% | Reduced |
| Duncker Streett & Co Inc | 280 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $15.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $15.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $14.2K | 0.00% | +250 | New |
| Spire Wealth Management | 247 | $14.0K | 0.00% | +18+7.9% | Added |
| Clear Street Markets LLC | 238 | $14.0K | 0.00% | +238 | New |
| Quarry LP | 240 | $13.7K | 0.02% | +240 | New |
| South State Corp. | 225 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 215 | $12.2K | 0.00% | −2−0.9% | Reduced |
| SJS Investment Consulting Inc. | 206 | $11.7K | 0.00% | −514−71.4% | Reduced |
| Glassman Wealth Services | 205 | $11.7K | 0.00% | +37+22.0% | Added |
| Piscataqua Savings Bank | 204 | $11.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $11.4K | 0.00% | −483−70.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 177 | $11.0K | 0.00% | +9+5.4% | Added |
| Money Concepts Capital Corp | 170 | $9.69K | 0.00% | +33+24.1% | Added |
| Red Tortoise LLC | 147 | $8.38K | 0.01% | +147 | New |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $7.86K | 0.00% | −44−24.2% | Reduced |
| BerganKDV Wealth Management, LLC | 131 | $7.46K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 131 | $7.46K | 0.00% | +131 | New |
| Farmers & Merchants Investments Inc | 115 | $6.55K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $6.00K | 0.00% | +98 | New |
| Zions Bancorporation, N.A. | 95 | $5.41K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $4.44K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 74 | $4.21K | 0.00% | −298−80.1% | Reduced |
| AdvisorNet Financial, Inc | 72 | $4.10K | 0.00% | +17+30.9% | Added |
| Schubert & Co | 70 | $3.99K | 0.00% | −3−4.1% | Reduced |
| Lindbrook Capital, LLC | 64 | $3.65K | 0.00% | −114−64.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 59 | $3.36K | 0.00% | +59 | New |
| Washington Trust Co | 58 | $3.30K | 0.00% | +10+20.8% | Added |
| Central Trust Co | 57 | $3.25K | 0.00% | +1+1.8% | Added |
| Crewe Advisors LLC | 54 | $3.08K | 0.00% | −75−58.1% | Reduced |
| Fortis Capital Advisors, LLC | 51 | $2.90K | 0.00% | +51 | New |
| Plante Moran Financial Advisors, LLC | 49 | $2.79K | 0.00% | 00.0% | Unchanged |
| 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 |
| JDM Financial Group LLC | 45 | $2.56K | 0.00% | +45 | New |
| Bellevue Asset Management, LLC | 43 | $2.43K | 0.00% | +5+13.2% | Added |
| Versant Capital Management, Inc | 39 | $2.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $2.17K | 0.00% | +38 | New |
| Tucker Asset Management LLC | 36 | $2.08K | 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 |
| Cullen/Frost Bankers, Inc. | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $1.94K | 0.00% | +4+13.3% | Added |
| Concord Wealth Partners | 34 | $1.94K | 0.00% | +34 | New |
| MV Capital Management, Inc. | 29 | $1.65K | 0.00% | +4+16.0% | Added |
| Huntington National Bank | 26 | $1.48K | 0.00% | +7+36.8% | Added |
| Earnest Partners LLC | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $1.37K | 0.00% | −19−44.2% | Reduced |
| Live Oak Investment Partners | – | $1.02K | 0.00% | – | New |
| Beacon Capital Management, LLC | 15 | $862 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $855 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $798 | 0.00% | +14 | New |
| TCI Wealth Advisors, Inc. | 11 | $627 | 0.00% | −1−8.3% | Reduced |
| Trifecta Capital Advisors, LLC | 11 | $627 | 0.00% | +11 | New |
| Tfo-TDC, LLC | 10 | $582 | 0.00% | +10 | New |
| Comerica Securities,inc. | 10 | $570 | 0.00% | +10 | New |
| Accurate Wealth Management, LLC | 5 | $299 | 0.00% | +5 | New |
| RWM Asset Management, LLC | 5 | $296 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $114 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 57 | $93 | 0.00% | −543−90.5% | Reduced |
| Capital Advisors, Ltd. LLC | 121 | $0 | 0.00% | +17+16.3% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −970,025−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −334,325−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −164,569−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −100,072−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −54,655−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −46,225−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −38,349−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −35,158−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −31,403−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −30,285−100.0% | Sold out |
| Bensler, LLC | 0 | $0 | 0.00% | −26,008−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,035−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −21,659−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,489−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,043−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −16,283−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,914−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −13,245−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,760−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −9,681−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |