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 |
|---|---|---|---|---|---|
| CWM, LLC | 5,044 | $290.0K | 0.00% | +695+16.0% | Added |
| Cannell Peter B & Co Inc | 5,050 | $290.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,989 | $286.5K | 0.02% | −538−9.7% | Reduced |
| Gateway Investment Advisers LLC | 4,862 | $279.2K | 0.00% | −193−3.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 4,848 | $278.0K | 0.01% | +4,848 | New |
| Checchi Capital Advisers, LLC | 4,836 | $277.7K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,804 | $275.8K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,803 | $275.8K | 0.00% | +256+5.6% | Added |
| Engineers Gate Manager LP | 4,802 | $275.7K | 0.01% | +4,802 | New |
| Larson Financial Group LLC | 4,787 | $274.9K | 0.03% | +3+0.1% | Added |
| River Wealth Advisors LLC | 4,759 | $273.3K | 0.05% | +102+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,762 | $273.0K | 0.01% | −403−7.8% | Reduced |
| Independent Financial Group, LLC | 4,719 | $271.0K | 0.02% | +63+1.4% | Added |
| Fifth Third Bancorp | 4,719 | $271.0K | 0.00% | −563−10.7% | Reduced |
| Forum Financial Management, LP | 4,707 | $270.3K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,679 | $268.7K | 0.11% | −2,468−34.5% | Reduced |
| Integrated Investment Consultants, LLC | 4,624 | $265.5K | 0.08% | +865+23.0% | Added |
| Truadvice, LLC | 4,084 | $263.0K | 0.10% | +4,084 | New |
| Buckingham Strategic Wealth, LLC | 4,614 | $262.9K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,569 | $262.3K | 0.06% | −241−5.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,989 | $260.5K | 0.11% | +3,989 | New |
| Cadent Capital Advisors, LLC | 4,462 | $256.2K | 0.15% | +10.0% | Added |
| Boothbay Fund Management, LLC | 4,406 | $253.0K | 0.01% | +717+19.4% | Added |
| Foundry Partners, LLC | 4,341 | $249.3K | 0.02% | −67−1.5% | Reduced |
| Lumature Wealth Partners, LLC | 4,327 | $248.5K | 0.14% | +4,327 | New |
| Journey Strategic Wealth LLC | 4,274 | $245.4K | 0.03% | +20.0% | Added |
| Alberta Investment Management Corp | 4,200 | $241.2K | 0.00% | +4,200 | New |
| Natixis | 4,122 | $236.7K | 0.00% | −229,163−98.2% | Reduced |
| Stonebridge Capital Advisors LLC | 4,100 | $235.4K | 0.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,129 | $233.8K | 0.02% | +4,129 | New |
| Pinnacle Associates Ltd | 4,051 | $232.6K | 0.00% | +5+0.1% | Added |
| Acrisure Capital Management, LLC | 4,049 | $232.5K | 0.24% | −118−2.8% | Reduced |
| Provident Wealth Management, LLC | 4,039 | $231.9K | 0.12% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,000 | $230.0K | 0.05% | −1,000−20.0% | Reduced |
| Means Investment Co., Inc. | 4,000 | $229.7K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,960 | $227.0K | 0.01% | −14−0.4% | Reduced |
| Mattern Wealth Management LLC | 3,810 | $218.8K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 3,775 | $216.8K | 0.01% | −487−11.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,740 | $215.0K | 0.01% | +3,740 | New |
| Smith Shellnut Wilson LLC | 3,725 | $213.9K | 0.13% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,715 | $213.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,714 | $213.0K | 0.01% | −5,925−61.5% | Reduced |
| Banque Cantonale Vaudoise | 3,700 | $212.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 3,400 | $203.4K | 0.06% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,513 | $202.0K | 0.18% | +7+0.2% | Added |
| M&G Investment Management Ltd | 3,513 | $200.2K | 0.00% | −1,927−35.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,471 | $199.0K | 0.01% | +451+14.9% | Added |
| SG Americas Securities, LLC | 3,307 | $190.0K | 0.00% | +3,307 | New |
| Carmel Capital Partners, LLC | 3,162 | $181.6K | 0.11% | +3,162 | New |
| Anchor Investment Management, LLC | 3,080 | $176.9K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,070 | $176.0K | 0.01% | +3,070 | New |
| Private Trust Co NA | 2,931 | $168.3K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,882 | $165.5K | 0.01% | +802+38.6% | Added |
| Smithfield Trust Co | 2,515 | $144.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,479 | $142.3K | 0.03% | +2,479 | New |
| Tradition Wealth Management, LLC | 2,134 | $123.0K | 0.02% | +174+8.9% | Added |
| Benjamin Edwards Inc | 2,129 | $122.0K | 0.03% | −6−0.3% | Reduced |
| IFP Advisors, Inc | 4,326 | $121.3K | 0.01% | −4,786−52.5% | Reduced |
| Ci Investments Inc. | 1,955 | $112.0K | 0.00% | −66−3.3% | Reduced |
| Column Capital Advisors, LLC | 1,901 | $109.2K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,857 | $106.6K | 0.00% | +1,857 | New |
| Advisors Asset Management, Inc. | 1,741 | $100.0K | 0.00% | −415−19.2% | Reduced |
| Parallel Advisors, LLC | 1,548 | $88.9K | 0.00% | +91+6.2% | Added |
| Farther Finance Advisors, LLC | 1,546 | $88.8K | 0.03% | −198−11.4% | Reduced |
| Sentry Investment Management LLC | 1,523 | $87.0K | 0.04% | −18−1.2% | Reduced |
| Trust Co of Vermont | 1,401 | $80.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,377 | $79.1K | 0.01% | −351−20.3% | Reduced |
| Signaturefd, LLC | 1,287 | $73.9K | 0.00% | −105−7.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,250 | $71.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,220 | $69.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,200 | $68.9K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,170 | $67.2K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,055 | $61.0K | 0.01% | +1,055 | New |
| Spire Wealth Management | 1,030 | $59.1K | 0.00% | +783+317.0% | Added |
| Tobam | 998 | $57.0K | 0.00% | −154−13.4% | Reduced |
| Covestor Ltd | 956 | $55.0K | 0.05% | +131+15.9% | Added |
| First Horizon Advisors, Inc. | 821 | $47.1K | 0.00% | +821 | New |
| Orion Capital Management LLC | 807 | $46.3K | 0.03% | +807 | New |
| Quarry LP | 801 | $46.0K | 0.03% | +561+233.8% | Added |
| Tilia Fiduciary Partners, Inc. | 796 | $45.7K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $45.1K | 0.00% | +786 | New |
| Achmea Investment Management B.V. | 758 | $43.0K | 0.00% | −34,275−97.8% | Reduced |
| Parkside Financial Bank & Trust | 698 | $40.1K | 0.01% | −207−22.9% | Reduced |
| Caldwell Trust Co | 676 | $38.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $38.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 589 | $33.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 526 | $30.2K | 0.00% | +21+4.2% | Added |
| Castleview Partners, LLC | 520 | $29.9K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 506 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $28.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 461 | $26.5K | 0.00% | +129+38.9% | Added |
| Clear Street Markets LLC | 461 | $26.0K | 0.01% | +223+93.7% | Added |
| Huntington National Bank | 433 | $24.9K | 0.00% | +407+1,565.4% | Added |
| 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 |
| Beaird Harris Wealth Management, LLC | 399 | $22.9K | 0.00% | −44−9.9% | Reduced |
| TFC Financial Management | 376 | $21.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 373 | $21.4K | 0.00% | −6−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 360 | $20.7K | 0.00% | +325+928.6% | Added |
| State of Wyoming | 339 | $19.5K | 0.01% | −2,081−86.0% | Reduced |