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, Q2 2023
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 607
- +38 vs. Q1 2023
- Shares held
- 203.1M
- +624.9K (+0.3%) vs. Q1 2023
- Total value
- $13.9B
- +$2.31B (+19.9%) vs. Q1 2023
- New holders
- 78
- 229 more added
- Sold out
- 40
- 198 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | −151−98.1% | Reduced |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Comerica Bank | 476,501 | $11 | 0.00% | +476,501 | New |
| Colonial Trust Co | 2 | $135 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 69 | $180 | 0.00% | +12+21.1% | Added |
| Harbour Investments, Inc. | 4 | $275 | 0.00% | +4 | New |
| Venturi Wealth Management, LLC | 6 | $414 | 0.00% | +6 | New |
| Abound Wealth Management | 7 | $482 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 10 | $689 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $826 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.24K | 0.00% | – | – |
| Trifecta Capital Advisors, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $1.79K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 29 | $2.00K | 0.00% | −250−89.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $2.00K | 0.00% | +35 | New |
| Concord Wealth Partners | 34 | $2.34K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $2.34K | 0.00% | +3+9.7% | Added |
| Iron Horse Wealth Management, LLC | 35 | $2.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $2.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $2.48K | 0.00% | −1−2.7% | Reduced |
| MV Capital Management, Inc. | 42 | $2.89K | 0.00% | +7+20.0% | Added |
| JDM Financial Group LLC | 45 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $3.10K | 0.00% | +8+21.6% | Added |
| Prestige Wealth Management Group LLC | 46 | $3.17K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 48 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 49 | $3.37K | 0.00% | +1+2.1% | Added |
| AdvisorNet Financial, Inc | 50 | $3.44K | 0.00% | −56−52.8% | Reduced |
| First Financial Corp | 54 | $3.72K | 0.00% | −20−27.0% | Reduced |
| Central Trust Co | 57 | $3.92K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $4.00K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 60 | $4.13K | 0.00% | +21+53.8% | Added |
| Washington Trust Co | 61 | $4.20K | 0.00% | −2−3.2% | Reduced |
| Carolinas Wealth Consulting LLC | 66 | $4.55K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 68 | $4.68K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $5.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $5.78K | 0.00% | +84 | New |
| Duncker Streett & Co Inc | 93 | $6.40K | 0.00% | −94−50.3% | Reduced |
| HHM Wealth Advisors, LLC | 100 | $6.88K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 102 | $7.02K | 0.00% | +7+7.4% | Added |
| Rocky Mountain Advisers, LLC | 136 | $7.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 115 | $7.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $8.00K | 0.00% | +110 | New |
| Harvest Fund Management Co., Ltd | 111 | $8.00K | 0.00% | +111 | New |
| South State Corp. | 125 | $8.61K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 131 | $9.02K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 136 | $9.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 145 | $9.98K | 0.00% | +1+0.7% | Added |
| Red Tortoise LLC | 147 | $10.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 157 | $10.8K | 0.00% | −17−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 160 | $11.0K | 0.00% | +8+5.3% | Added |
| Glassman Wealth Services | 161 | $11.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $13.0K | 0.00% | +129+195.5% | Added |
| Park Place Capital Corp | 191 | $13.1K | 0.00% | +191 | New |
| Sutton Wealth Advisors Inc. | 192 | $13.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $15.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 235 | $16.2K | 0.00% | +96+69.1% | Added |
| Delta Asset Management LLC | 250 | $17.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 258 | $17.8K | 0.00% | −31−10.7% | Reduced |
| Country Trust Bank | 270 | $18.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $18.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $19.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 308 | $21.0K | 0.01% | −153−33.2% | Reduced |
| TD Private Client Wealth LLC | 339 | $23.3K | 0.00% | −34−9.1% | Reduced |
| Quarry LP | 380 | $26.2K | 0.02% | −421−52.6% | Reduced |
| First Capital Advisors Group, LLC. | 380 | $26.2K | 0.01% | +380 | New |
| TFC Financial Management | 386 | $26.6K | 0.01% | +10+2.7% | Added |
| West Tower Group, LLC | 388 | $26.7K | 0.02% | +388 | New |
| Beaird Harris Wealth Management, LLC | 399 | $27.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $27.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 418 | $28.8K | 0.01% | +79+23.3% | Added |
| Ogorek Anthony Joseph | 504 | $34.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 506 | $35.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 519 | $35.7K | 0.02% | +519 | New |
| Castleview Partners, LLC | 520 | $35.8K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 530 | $36.5K | 0.00% | +69+15.0% | Added |
| Global Retirement Partners, LLC | 550 | $37.9K | 0.00% | +514+1,427.8% | Added |
| Quent Capital, LLC | 596 | $41.0K | 0.01% | +7+1.2% | Added |
| Huntington National Bank | 652 | $44.9K | 0.00% | +219+50.6% | Added |
| Gables Capital Management Inc. | 668 | $46.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $46.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 711 | $48.9K | 0.01% | +13+1.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 720 | $49.6K | 0.01% | +720 | New |
| Achmea Investment Management B.V. | 758 | $52.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 777 | $54.0K | 0.04% | −179−18.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $54.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 790 | $54.4K | 0.00% | +790 | New |
| Allworth Financial LP | 794 | $54.7K | 0.00% | +268+51.0% | Added |
| Tilia Fiduciary Partners, Inc. | 796 | $54.8K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 821 | $56.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 915 | $63.0K | 0.00% | +515+128.8% | Added |
| Arlington Partners LLC | 1,044 | $71.9K | 0.01% | +818+361.9% | Added |
| Spire Wealth Management | 1,132 | $77.9K | 0.00% | +102+9.9% | Added |
| Atticus Wealth Management, LLC | 1,170 | $80.5K | 0.03% | 00.0% | Unchanged |