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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, 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.

Institutional holdersQ1 2023: 570 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 heldQ1 2023: $11.6B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2022.

Institutions holding BRO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
One Wealth Advisors, LLC0$00.00%−1,408−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−1,102−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−746−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−511−100.0%Sold out
My Personal CFO, LLC0$00.00%−431−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−348−100.0%Sold out
Fred Alger Management, LLC0$00.00%−310−100.0%Sold out
Money Concepts Capital Corp0$00.00%−170−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−98−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−81−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−59−100.0%Sold out
Crewe Advisors LLC0$00.00%−54−100.0%Sold out
Harbour Investments, Inc.0$00.00%−36−100.0%Sold out
Colonial Trust Advisors0$00.00%−14−100.0%Sold out
Comerica Securities,inc.0$00.00%−10−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−5−100.0%Sold out
RWM Asset Management, LLC0$00.00%−5−100.0%Sold out
Comerica Bank––––Not filed
Capital Directions Investment Advisors, LLC––––Not filed
Pendal Group Limited––––Not filed
Seeyond––––Not filed
Allstate Investment Management Co––––Not filed
Neo Ivy Capital Management––––Not filed
Hotaling Investment Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed