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, Q1 2023
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2023. 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
- 570
- +6 vs. Q4 2022
- Shares held
- 202.6M
- +1.24M (+0.6%) vs. Q4 2022
- Total value
- $11.6B
- +$231.2M (+2.0%) vs. Q4 2022
- New holders
- 53
- 241 more added
- Sold out
- 47
- 179 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4 | $229 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 57 | $344 | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $575 | 0.00% | −1−9.1% | Reduced |
| Wolff Wiese Magana LLC | 10 | $575 | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 12 | $689 | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 15 | $870 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $988 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Live Oak Investment Partners | – | $1.03K | 0.00% | – | – |
| Grey Fox Wealth Advisors, LLC | 24 | $1.38K | 0.00% | +24 | New |
| Trifecta Capital Advisors, LLC | 24 | $1.38K | 0.00% | +13+118.2% | Added |
| Earnest Partners LLC | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 25 | $1.53K | 0.00% | +25 | New |
| Disciplined Investments, LLC | 31 | $1.78K | 0.00% | −3−8.8% | Reduced |
| Concord Wealth Partners | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $2.01K | 0.00% | +6+20.7% | Added |
| Iron Horse Wealth Management, LLC | 35 | $2.01K | 0.00% | +35 | New |
| Tucker Asset Management LLC | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $2.13K | 0.00% | −169−82.0% | Reduced |
| Bell Investment Advisors, Inc | 37 | $2.13K | 0.00% | −9−19.6% | Reduced |
| Versant Capital Management, Inc | 39 | $2.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 36 | $2.33K | 0.00% | +12+50.0% | Added |
| JDM Financial Group LLC | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 48 | $2.76K | 0.00% | +5+11.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 48 | $2.76K | 0.00% | +48 | New |
| Schubert & Co | 48 | $2.76K | 0.00% | −22−31.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 49 | $2.81K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 52 | $2.99K | 0.00% | +1+2.0% | Added |
| Central Trust Co | 57 | $3.27K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 63 | $3.62K | 0.00% | +5+8.6% | Added |
| Carolinas Wealth Consulting LLC | 66 | $3.79K | 0.00% | +66 | New |
| Hexagon Capital Partners LLC | 68 | $3.90K | 0.00% | +68 | New |
| Capital Advisors, Ltd. LLC | 66 | $4.00K | 0.00% | −55−45.5% | Reduced |
| First Financial Corp | 74 | $4.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $4.36K | 0.00% | −19−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $4.48K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 101 | $5.00K | 0.00% | +101 | New |
| Lindbrook Capital, LLC | 95 | $5.46K | 0.00% | +31+48.4% | Added |
| AdvisorNet Financial, Inc | 106 | $6.09K | 0.00% | +34+47.2% | Added |
| Cape Investment Advisory, Inc. | 107 | $6.14K | 0.00% | +107 | New |
| Farmers & Merchants Investments Inc | 115 | $6.60K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $7.18K | 0.00% | −100−44.4% | Reduced |
| Baker Avenue Asset Management, LP | 131 | $7.52K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 131 | $7.52K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 136 | $7.81K | 0.00% | +126+1,260.0% | Added |
| GPS Wealth Strategies Group, LLC | 139 | $7.98K | 0.00% | +139 | New |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $8.27K | 0.00% | +6+4.3% | Added |
| Red Tortoise LLC | 147 | $8.44K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $8.73K | 0.00% | +114+300.0% | Added |
| Ronald Blue Trust, Inc. | 154 | $9.00K | 0.00% | −23−13.0% | Reduced |
| Glassman Wealth Services | 161 | $9.24K | 0.00% | −44−21.5% | Reduced |
| WR Wealth Planners, LLC | 174 | $9.99K | 0.00% | +174 | New |
| Duncker Streett & Co Inc | 187 | $10.7K | 0.00% | −93−33.2% | Reduced |
| Sutton Wealth Advisors Inc. | 192 | $11.0K | 0.01% | −23−10.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $12.6K | 0.00% | +220 | New |
| Arlington Partners LLC | 226 | $13.0K | 0.00% | +226 | New |
| Delta Asset Management LLC | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $15.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $15.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 279 | $16.0K | 0.00% | +79+39.5% | Added |
| Quadrant Capital Group LLC | 282 | $16.2K | 0.00% | −3−1.1% | Reduced |
| JJJ Advisors Inc. | 289 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 325 | $18.7K | 0.00% | +325 | New |
| State of Wyoming | 339 | $19.5K | 0.01% | −2,081−86.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 360 | $20.7K | 0.00% | +325+928.6% | Added |
| TD Private Client Wealth LLC | 373 | $21.4K | 0.00% | −6−1.6% | Reduced |
| TFC Financial Management | 376 | $21.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $22.9K | 0.00% | −44−9.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 433 | $24.9K | 0.00% | +407+1,565.4% | Added |
| Clear Street Markets LLC | 461 | $26.0K | 0.01% | +223+93.7% | Added |
| Massmutual Trust Co FSB | 461 | $26.5K | 0.00% | +129+38.9% | Added |
| Ogorek Anthony Joseph | 504 | $28.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 506 | $29.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 520 | $29.9K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 526 | $30.2K | 0.00% | +21+4.2% | Added |
| Quent Capital, LLC | 589 | $33.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $38.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $38.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 698 | $40.1K | 0.01% | −207−22.9% | Reduced |
| Achmea Investment Management B.V. | 758 | $43.0K | 0.00% | −34,275−97.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $45.1K | 0.00% | +786 | New |
| Tilia Fiduciary Partners, Inc. | 796 | $45.7K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 801 | $46.0K | 0.03% | +561+233.8% | Added |
| Orion Capital Management LLC | 807 | $46.3K | 0.03% | +807 | New |
| First Horizon Advisors, Inc. | 821 | $47.1K | 0.00% | +821 | New |
| Covestor Ltd | 956 | $55.0K | 0.05% | +131+15.9% | Added |
| Tobam | 998 | $57.0K | 0.00% | −154−13.4% | Reduced |
| Spire Wealth Management | 1,030 | $59.1K | 0.00% | +783+317.0% | Added |
| Desjardins Global Asset Management Inc. | 1,055 | $61.0K | 0.01% | +1,055 | New |
| Atticus Wealth Management, LLC | 1,170 | $67.2K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,200 | $68.9K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,220 | $69.0K | 0.00% | 00.0% | Unchanged |