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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 325 | $18.7K | 0.00% | +325 | New |
| JJJ Advisors Inc. | 289 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $16.2K | 0.00% | −3−1.1% | Reduced |
| Proequities, Inc. | 279 | $16.0K | 0.00% | +79+39.5% | Added |
| TD Waterhouse Canada Inc. | 276 | $15.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $15.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 226 | $13.0K | 0.00% | +226 | New |
| Ancora Advisors, LLC | 220 | $12.6K | 0.00% | +220 | New |
| Piscataqua Savings Bank | 204 | $11.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 192 | $11.0K | 0.01% | −23−10.7% | Reduced |
| Duncker Streett & Co Inc | 187 | $10.7K | 0.00% | −93−33.2% | Reduced |
| WR Wealth Planners, LLC | 174 | $9.99K | 0.00% | +174 | New |
| Glassman Wealth Services | 161 | $9.24K | 0.00% | −44−21.5% | Reduced |
| Ronald Blue Trust, Inc. | 154 | $9.00K | 0.00% | −23−13.0% | Reduced |
| EverSource Wealth Advisors, LLC | 152 | $8.73K | 0.00% | +114+300.0% | Added |
| Red Tortoise LLC | 147 | $8.44K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $8.27K | 0.00% | +6+4.3% | Added |
| Rocky Mountain Advisers, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 139 | $7.98K | 0.00% | +139 | New |
| Tfo-TDC, LLC | 136 | $7.81K | 0.00% | +126+1,260.0% | Added |
| BerganKDV Wealth Management, LLC | 131 | $7.52K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 131 | $7.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $7.18K | 0.00% | −100−44.4% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $6.60K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 107 | $6.14K | 0.00% | +107 | New |
| AdvisorNet Financial, Inc | 106 | $6.09K | 0.00% | +34+47.2% | Added |
| Lindbrook Capital, LLC | 95 | $5.46K | 0.00% | +31+48.4% | Added |
| Simplex Trading, LLC | 101 | $5.00K | 0.00% | +101 | New |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $4.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $4.36K | 0.00% | −19−20.0% | Reduced |
| First Financial Corp | 74 | $4.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $4.00K | 0.00% | −55−45.5% | Reduced |
| Hexagon Capital Partners LLC | 68 | $3.90K | 0.00% | +68 | New |
| Carolinas Wealth Consulting LLC | 66 | $3.79K | 0.00% | +66 | New |
| Washington Trust Co | 63 | $3.62K | 0.00% | +5+8.6% | Added |
| Central Trust Co | 57 | $3.27K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 52 | $2.99K | 0.00% | +1+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 49 | $2.81K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $2.76K | 0.00% | −22−31.4% | Reduced |
| 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 |
| Prestige Wealth Management Group LLC | 46 | $2.64K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 36 | $2.33K | 0.00% | +12+50.0% | Added |
| Versant Capital Management, Inc | 39 | $2.24K | 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 |
| Tucker Asset Management LLC | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.07K | 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 |
| Concord Wealth Partners | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $1.78K | 0.00% | −3−8.8% | Reduced |
| Ameritas Advisory Services, LLC | 25 | $1.53K | 0.00% | +25 | New |
| Earnest Partners LLC | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $1.38K | 0.00% | +13+118.2% | Added |
| Grey Fox Wealth Advisors, LLC | 24 | $1.38K | 0.00% | +24 | New |
| Live Oak Investment Partners | – | $1.03K | 0.00% | – | – |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| DT Investment Partners, LLC | 15 | $988 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $870 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $689 | 0.00% | +12 | New |
| TCI Wealth Advisors, Inc. | 10 | $575 | 0.00% | −1−9.1% | Reduced |
| Wolff Wiese Magana LLC | 10 | $575 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 57 | $344 | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4 | $229 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 442 | – | – | +442 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,097,388−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −250,577−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −205,141−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −134,100−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −121,004−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −115,837−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −98,879−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −17,880−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,551−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −13,058−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,795−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −9,986−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −8,883−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,483−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −7,897−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −13,891−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |