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Livermore
Livermore
ZHEN

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
Cim, LLC16,342$938.4K0.19%+177+1.1%Added
Bank of Nova Scotia16,288$935.3K0.00%−3,177−16.3%Reduced
Keybank National Association16,240$932.5K0.00%−1,631−9.1%Reduced
Strategic Wealth Partners, Ltd.15,949$915.8K0.14%+779+5.1%Added
Coronation Fund Managers Ltd.15,792$906.8K0.02%−2,279−12.6%Reduced
First National Advisers, LLC15,671$900.0K1.02%+2,440+18.4%Added
Louisiana State Employees Retirement System15,300$878.5K0.02%+100+0.7%Added
Federation des caisses Desjardins du Quebec15,204$873.0K0.01%+11,180+277.8%Added
Everence Capital Management Inc15,040$864.0K0.07%00.0%Unchanged
Baker Tilly Wealth Management, LLC14,863$853.4K0.10%−446−2.9%Reduced
Pacer Advisors, Inc.14,561$836.1K0.00%+14,018+2,581.6%Added
Fuller & Thaler Asset Management, Inc.14,558$835.9K0.00%+10,553+263.5%Added
Virtus ETF Advisers LLC14,323$822.4K0.45%+1,769+14.1%Added
Seven Eight Capital, LP14,025$805.3K0.17%+5,759+69.7%Added
Cubist Systematic Strategies, LLC13,940$800.4K0.01%−45,222−76.4%Reduced
JustInvest LLC13,724$788.0K0.03%−4,855−26.1%Reduced
Hunter Associates Investment Management LLC13,750$788.0K0.17%−1,217−8.1%Reduced
BDO Wealth Advisors, LLC13,599$780.9K0.10%−148−1.1%Reduced
Glenmede Trust Co NA13,408$769.9K0.00%−1,261−8.6%Reduced
Savant Capital, LLC13,169$756.1K0.01%+13,169New
First Hawaiian Bank12,975$745.0K0.03%+491+3.9%Added
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group12,863$738.6K0.43%+12,863New
Oppenheimer Asset Management Inc.12,638$725.7K0.01%−267−2.1%Reduced
Ostrum Asset Management12,224$701.9K0.06%+12,224New
Hyperion Capital Advisors LP12,000$689.0K0.33%−20,000−62.5%Reduced
Cross Staff Investments Inc12,000$689.0K0.68%00.0%Unchanged
Wedbush Securities Inc11,968$687.0K0.03%+1,338+12.6%Added
Resonant Capital Advisors, LLC11,857$680.8K0.08%−114−1.0%Reduced
Advisor Partners II, LLC11,845$680.1K0.04%+157+1.3%Added
Veritable, L.P.11,251$646.0K0.01%−2,292−16.9%Reduced
Norinchukin Bank, The11,189$642.5K0.01%+369+3.4%Added
Metis Global Partners, LLC10,971$630.0K0.04%+2,451+28.8%Added
New Mexico Educational Retirement Board10,900$626.0K0.03%−300−2.7%Reduced
Proficio Capital Partners LLC10,818$621.2K0.10%+131+1.2%Added
Manchester Capital Management LLC10,816$621.1K0.08%+1,038+10.6%Added
Beacon Pointe Advisors, LLC10,759$617.8K0.01%+174+1.6%Added
Toroso Investments, LLC10,743$617.0K0.02%+5,173+92.9%Added
Equitable Trust Co10,725$615.8K0.05%00.0%Unchanged
Guggenheim Capital LLC10,624$610.0K0.01%+756+7.7%Added
Metropolitan Life Insurance Co10,512$603.6K0.03%−2,757−20.8%Reduced
Commerce Bank10,360$594.9K0.00%+339+3.4%Added
Keeley-Teton Advisors, LLC10,200$585.7K0.07%+900+9.7%Added
Thrivent Financial for Lutherans10,090$579.0K0.00%+23+0.2%Added
TownSquare Capital, LLC10,083$579.0K0.01%−607−5.7%Reduced
Creative Planning10,041$576.6K0.00%−5,182−34.0%Reduced
E. Ohman J:or Asset Management AB10,000$574.2K0.02%00.0%Unchanged
Glenview Trust Co9,988$573.5K0.02%+398+4.2%Added
Fosun International Ltd9,750$559.8K0.05%+4,000+69.6%Added
Occidental Asset Management, LLC9,548$548.2K0.14%00.0%Unchanged
Roundview Capital LLC9,384$538.8K0.06%+9,384New
O'Shaughnessy Asset Management, LLC9,278$532.7K0.01%−10,599−53.3%Reduced
Centennial Bank8,962$514.6K0.34%−209−2.3%Reduced
Empirical Asset Management, LLC8,945$513.6K0.49%+8,945New
Fiduciary Trust Co8,929$512.7K0.01%+30.0%Added
M&T Bank Corp8,920$512.2K0.00%+198+2.3%Added
Hamilton Capital Partners Inc.8,788$504.6K0.18%−2,636−23.1%Reduced
MML Investors Services, LLC8,660$497.0K0.00%+599+7.4%Added
Mayflower Financial Advisors, LLC8,621$495.0K0.07%+1,937+29.0%Added
Gilbert & Cook, Inc.8,584$492.9K0.09%+1,031+13.7%Added
Procyon Private Wealth Partners, LLC8,561$491.6K0.08%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund8,364$480.0K0.04%−37−0.4%Reduced
Claro Advisors LLC8,339$478.8K0.14%+886+11.9%Added
Holland Advisory Services, Inc.8,226$472.3K0.55%+14+0.2%Added
NFP Retirement, Inc.8,080$464.0K0.09%−900−10.0%Reduced
Agf Management Ltd7,965$457.4K0.00%+66+0.8%Added
SevenBridge Financial Group, LLC7,948$456.4K0.13%00.0%Unchanged
American Century Companies Inc7,877$452.3K0.00%+536+7.3%Added
Ieq Capital, LLC7,840$450.2K0.01%+1,464+23.0%Added
Financial Enhancement Group LLC6,810$447.5K0.09%−298−4.2%Reduced
Simon Quick Advisors, LLC7,772$446.3K0.05%+3,505+82.1%Added
Northwestern Mutual Investment Management Company, LLC7,389$424.3K0.01%+22+0.3%Added
Nilsine Partners, LLC7,356$422.4K0.07%+7,356New
Brookstone Capital Management6,994$418.3K0.01%+184+2.7%Added
Diversified Trust Co7,271$417.5K0.02%+1,942+36.4%Added
Studio Investment Management LLC7,009$402.5K0.12%+602+9.4%Added
Credit Capital Investments LLC6,936$398.3K0.52%+6,936New
Ethic Inc.6,868$394.4K0.02%+3,287+91.8%Added
Moors & Cabot, Inc.6,676$383.3K0.03%00.0%Unchanged
Xcel Wealth Management, LLC6,598$378.9K0.13%00.0%Unchanged
Mercer Global Advisors Inc6,583$378.0K0.00%+1,972+42.8%Added
CWM Advisors, LLC6,536$375.3K0.05%+519+8.6%Added
Numerai GP LLC6,517$374.2K0.13%+6,517New
Banco Bilbao Vizcaya Argentaria, S.A.6,458$370.8K0.00%+1,302+25.3%Added
SkyView Investment Advisors, LLC6,389$367.0K0.09%+1,003+18.6%Added
Macquarie Group Ltd6,325$363.3K0.00%−11−0.2%Reduced
Symmetry Partners, LLC6,315$363.0K0.02%00.0%Unchanged
Wealthfront Advisers LLC6,267$359.9K0.00%+665+11.9%Added
Resources Investment Advisors, LLC.5,877$337.4K0.01%+5,877New
KB Financial Partners, LLC5,856$336.0K0.10%+832+16.6%Added
Washington Trust Bank5,712$328.0K0.04%00.0%Unchanged
Vestcor Inc5,694$327.0K0.01%00.0%Unchanged
Vontobel Holding Ltd.5,675$325.9K0.00%+458+8.8%Added
Cetera Advisor Networks LLC5,612$322.2K0.00%+507+9.9%Added
Fox Run Management, L.L.C.5,587$320.8K0.10%−907−14.0%Reduced
Somerset Trust Co5,545$318.4K0.14%−436−7.3%Reduced
Argonautica Private Wealth Management, Inc5,535$317.8K0.16%−1,012−15.5%Reduced
Oak Thistle LLC5,525$317.2K0.19%+5,525New
Legacy Capital Wealth Partners, LLC5,315$305.2K0.08%+5,315New
Schechter Investment Advisors, LLC5,275$302.9K0.03%+1,372+35.2%Added
Tokio Marine Asset Management Co Ltd5,260$302.0K0.02%+200+4.0%Added