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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 1,226 | $84.4K | 0.03% | +1,226 | New |
| Annapolis Financial Services, LLC | 1,236 | $85.1K | 0.02% | +36+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,250 | $86.0K | 0.00% | −13,954−91.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,250 | $86.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,365 | $93.0K | 0.00% | −37,922−96.5% | Reduced |
| Montag A & Associates Inc | 1,377 | $94.8K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,398 | $96.2K | 0.01% | +343+32.5% | Added |
| Trust Co of Vermont | 1,401 | $96.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,576 | $100.3K | 0.01% | −750−17.3% | Reduced |
| Signaturefd, LLC | 1,489 | $102.5K | 0.00% | +202+15.7% | Added |
| Sentry Investment Management LLC | 1,523 | $105.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,546 | $106.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,601 | $110.2K | 0.00% | +53+3.4% | Added |
| Advisors Asset Management, Inc. | 1,604 | $110.4K | 0.00% | −137−7.9% | Reduced |
| UniSuper Management Pty Ltd | 1,700 | $117.0K | 0.00% | +1,700 | New |
| Benjamin Edwards Inc | 1,825 | $126.0K | 0.03% | −304−14.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,864 | $128.3K | 0.12% | +1,864 | New |
| Shell Asset Management Co | 1,884 | $130.0K | 0.01% | −2,076−52.4% | Reduced |
| Column Capital Advisors, LLC | 1,901 | $130.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,967 | $135.0K | 0.02% | −167−7.8% | Reduced |
| Ci Investments Inc. | 2,009 | $138.0K | 0.00% | +54+2.8% | Added |
| Tobam | 2,551 | $176.0K | 0.01% | +1,553+155.6% | Added |
| Smithfield Trust Co | 2,722 | $187.0K | 0.01% | +207+8.2% | Added |
| Waterloo Capital, L.P. | 2,915 | $200.7K | 0.06% | +2,915 | New |
| Private Trust Co NA | 2,931 | $201.8K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,935 | $202.0K | 0.01% | +2,935 | New |
| CoreCap Advisors, LLC | 2,940 | $202.4K | 0.01% | +2,940 | New |
| Journey Strategic Wealth LLC | 2,972 | $204.6K | 0.01% | −1,302−30.5% | Reduced |
| Axxcess Wealth Management, LLC | 2,973 | $204.7K | 0.01% | +2,973 | New |
| Moody National Bank Trust Division | 2,982 | $205.3K | 0.01% | +2,982 | New |
| Tudor Investment Corp Et Al | 3,029 | $208.5K | 0.00% | −152,164−98.0% | Reduced |
| MSH Capital Advisors LLC | 3,050 | $210.0K | 0.08% | +3,050 | New |
| Fund Management at Engine No. 1 LLC | 3,068 | $211.2K | 0.04% | +3,068 | New |
| Anchor Investment Management, LLC | 3,080 | $212.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 3,099 | $213.3K | 0.02% | +3,099 | New |
| Penserra Capital Management LLC | 3,155 | $216.0K | 0.00% | +1,935+158.6% | Added |
| Carmel Capital Partners, LLC | 3,162 | $217.7K | 0.11% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,164 | $217.8K | 0.20% | +3,164 | New |
| Petrus Trust Company, LTA | 3,203 | $220.5K | 0.02% | +3,203 | New |
| Summit Financial, LLC | 3,204 | $220.6K | 0.02% | +3,204 | New |
| Johnson Financial Group, Inc. | 3,231 | $222.4K | 0.02% | +3,231 | New |
| Tocqueville Asset Management L.P. | 3,239 | $223.0K | 0.00% | +3,239 | New |
| Greenleaf Trust | 3,387 | $233.2K | 0.00% | +3,387 | New |
| Darwin Advisors, LLC | 3,400 | $236.1K | 0.06% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,449 | $237.4K | 0.09% | +3,449 | New |
| W.H. Cornerstone Investments Inc. | 3,519 | $242.0K | 0.22% | +6+0.2% | Added |
| Two Sigma Advisers, LP | 3,600 | $247.8K | 0.00% | −44,000−92.4% | Reduced |
| Horizon Investments, LLC | 3,660 | $251.6K | 0.01% | +590+19.2% | Added |
| Truadvice, LLC | 3,576 | $251.9K | 0.09% | −508−12.4% | Reduced |
| Smith Shellnut Wilson LLC | 3,687 | $253.8K | 0.14% | −38−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,775 | $259.9K | 0.03% | +3,775 | New |
| Mattern Wealth Management LLC | 3,810 | $262.3K | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,916 | $269.6K | 0.00% | +3,916 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,928 | $270.0K | 0.01% | +457+13.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,977 | $274.0K | 0.01% | −785−16.5% | Reduced |
| SlateStone Wealth, LLC | 4,000 | $275.0K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,000 | $275.4K | 0.04% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 4,039 | $278.0K | 0.14% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,060 | $279.5K | 0.00% | +9+0.2% | Added |
| Stonebridge Capital Advisors LLC | 4,100 | $282.2K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,141 | $285.1K | 0.01% | −265−6.0% | Reduced |
| Alberta Investment Management Corp | 4,200 | $289.1K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,267 | $293.7K | 0.17% | −60−1.4% | Reduced |
| Diversified Trust Co | 4,289 | $295.3K | 0.01% | −2,982−41.0% | Reduced |
| Foundry Partners, LLC | 4,341 | $298.8K | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,359 | $300.1K | 0.01% | +4,359 | New |
| Banque Cantonale Vaudoise | 4,500 | $309.0K | 0.01% | +800+21.6% | Added |
| Strategy Asset Managers LLC | 4,590 | $316.0K | 0.07% | +21+0.5% | Added |
| CWS Financial Advisors, LLC | 4,679 | $322.1K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,726 | $325.3K | 0.01% | +19+0.4% | Added |
| River Wealth Advisors LLC | 4,759 | $327.6K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,804 | $330.7K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,809 | $331.1K | 0.03% | −27−0.6% | Reduced |
| Larson Financial Group LLC | 4,824 | $332.1K | 0.03% | +37+0.8% | Added |
| Gateway Investment Advisers LLC | 4,862 | $334.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,876 | $335.7K | 0.00% | +157+3.3% | Added |
| Fidelis Capital Partners, LLC | 4,887 | $336.4K | 0.12% | +898+22.5% | Added |
| CWM, LLC | 4,922 | $339.0K | 0.00% | −122−2.4% | Reduced |
| Independent Financial Group, LLC | 4,996 | $344.0K | 0.02% | +277+5.9% | Added |
| Davenport & Co LLC | 5,031 | $346.3K | 0.00% | +228+4.7% | Added |
| Cadent Capital Advisors, LLC | 5,041 | $347.0K | 0.22% | +579+13.0% | Added |
| Wetherby Asset Management Inc | 5,067 | $348.8K | 0.02% | +78+1.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,075 | $349.4K | 0.00% | +461+10.0% | Added |
| Atom Investors LP | 5,149 | $354.5K | 0.13% | +5,149 | New |
| Rockefeller Capital Management L.P. | 5,209 | $358.6K | 0.00% | −400,410−98.7% | Reduced |
| Schechter Investment Advisors, LLC | 5,378 | $370.2K | 0.03% | +103+2.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,416 | $372.8K | 0.02% | +156+3.0% | Added |
| Somerset Trust Co | 5,524 | $380.3K | 0.16% | −21−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 5,572 | $383.6K | 0.12% | +948+20.5% | Added |
| Vestcor Inc | 5,650 | $389.0K | 0.01% | −44−0.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,654 | $389.2K | 0.18% | +119+2.1% | Added |
| Vontobel Holding Ltd. | 5,675 | $390.7K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,678 | $390.9K | 0.14% | −3,110−35.4% | Reduced |
| Capstone Investment Advisors, LLC | 5,693 | $391.9K | 0.01% | +3,836+206.6% | Added |
| Washington Trust Bank | 5,712 | $393.2K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,928 | $408.1K | 0.01% | −1,912−24.4% | Reduced |
| Kapitalo Investimentos Ltda | 5,957 | $410.1K | 0.08% | +5,957 | New |
| Cannell Peter B & Co Inc | 6,050 | $416.5K | 0.01% | +1,000+19.8% | Added |
| Inceptionr LLC | 6,082 | $418.7K | 0.22% | +6,082 | New |
| KB Financial Partners, LLC | 6,132 | $422.0K | 0.12% | +276+4.7% | Added |