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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 6,275 | $432.0K | 0.04% | −1,497−19.3% | Reduced |
| Resources Investment Advisors, LLC. | 6,279 | $432.3K | 0.01% | +402+6.8% | Added |
| Symmetry Partners, LLC | 6,315 | $435.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,316 | $435.2K | 0.00% | −9−0.1% | Reduced |
| Xcel Wealth Management, LLC | 6,598 | $454.2K | 0.14% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,633 | $456.6K | 0.01% | +175+2.7% | Added |
| SkyView Investment Advisors, LLC | 6,714 | $462.0K | 0.12% | +325+5.1% | Added |
| Moors & Cabot, Inc. | 6,748 | $464.5K | 0.03% | +72+1.1% | Added |
| Vinva Investment Management Ltd | 6,954 | $470.7K | 0.04% | +2,825+68.4% | Added |
| Aigen Investment Management, LP | 6,889 | $474.2K | 0.07% | +6,889 | New |
| Next Level Private LLC | 6,965 | $478.3K | 0.31% | +6,965 | New |
| Brookstone Capital Management | 7,071 | $479.4K | 0.01% | +77+1.1% | Added |
| Financial Enhancement Group LLC | 6,952 | $491.6K | 0.09% | +142+2.1% | Added |
| Studio Investment Management LLC | 7,233 | $497.9K | 0.14% | +224+3.2% | Added |
| Wealthfront Advisers LLC | 7,296 | $502.3K | 0.00% | +1,029+16.4% | Added |
| Qsemble Capital Management, LP | 7,300 | $502.5K | 0.36% | +7,300 | New |
| Nilsine Partners, LLC | 7,356 | $506.4K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,427 | $511.3K | 0.01% | +38+0.5% | Added |
| Hyperion Capital Advisors LP | 7,500 | $516.3K | 0.28% | −4,500−37.5% | Reduced |
| NFP Retirement, Inc. | 7,612 | $524.0K | 0.10% | −468−5.8% | Reduced |
| Q3 Asset Management | 7,631 | $525.0K | 0.25% | +7,631 | New |
| Manchester Capital Management LLC | 7,781 | $535.6K | 0.07% | −3,035−28.1% | Reduced |
| Mayflower Financial Advisors, LLC | 7,783 | $535.8K | 0.07% | −838−9.7% | Reduced |
| ORG Partners LLC | 7,860 | $538.3K | 0.09% | +7,860 | New |
| American Century Companies Inc | 7,874 | $542.0K | 0.00% | −30.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 8,153 | $561.0K | 0.22% | +8,153 | New |
| Holland Advisory Services, Inc. | 8,239 | $567.1K | 0.72% | +13+0.2% | Added |
| Cetera Advisor Networks LLC | 8,265 | $568.9K | 0.00% | +2,653+47.3% | Added |
| Mercer Global Advisors Inc | 8,316 | $572.0K | 0.00% | +1,733+26.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,451 | $582.0K | 0.04% | +87+1.0% | Added |
| SevenBridge Financial Group, LLC | 8,506 | $585.6K | 0.15% | +558+7.0% | Added |
| Ethic Inc. | 8,673 | $597.0K | 0.02% | +1,805+26.3% | Added |
| MML Investors Services, LLC | 8,694 | $598.0K | 0.00% | +34+0.4% | Added |
| ISAM Funds (UK) Ltd | 8,746 | $602.1K | 0.54% | +8,746 | New |
| Baker Avenue Asset Management, LP | 8,798 | $605.7K | 0.03% | +8,667+6,616.0% | Added |
| M&T Bank Corp | 8,910 | $613.4K | 0.00% | −10−0.1% | Reduced |
| Fiduciary Trust Co | 8,931 | $614.8K | 0.01% | +20.0% | Added |
| Centennial Bank | 8,962 | $616.9K | 0.42% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,022 | $621.1K | 0.00% | +9,022 | New |
| GeoWealth Management, LLC | 9,128 | $628.0K | 0.07% | +9,128 | New |
| Gilbert & Cook, Inc. | 9,169 | $631.2K | 0.10% | +585+6.8% | Added |
| Seven Eight Capital, LP | 9,251 | $636.8K | 0.11% | −4,774−34.0% | Reduced |
| Virtu Financial LLC | 9,343 | $643.0K | 0.05% | +9,343 | New |
| Occidental Asset Management, LLC | 9,548 | $657.3K | 0.15% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,642 | $663.8K | 0.01% | +364+3.9% | Added |
| JSF Financial, LLC | 9,660 | $665.0K | 0.24% | +9,660 | New |
| Creative Planning | 9,662 | $665.1K | 0.00% | −379−3.8% | Reduced |
| Fosun International Ltd | 9,750 | $671.2K | 0.09% | 00.0% | Unchanged |
| FJ Capital Management LLC | 9,835 | $677.0K | 0.09% | +9,835 | New |
| Beacon Pointe Advisors, LLC | 9,989 | $687.6K | 0.01% | −770−7.2% | Reduced |
| E. Ohman J:or Asset Management AB | 10,000 | $688.4K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,023 | $690.0K | 0.00% | −67−0.7% | Reduced |
| Oak Thistle LLC | 10,046 | $691.6K | 0.37% | +4,521+81.8% | Added |
| Claro Advisors LLC | 10,168 | $700.0K | 0.17% | +1,829+21.9% | Added |
| Keeley-Teton Advisors, LLC | 10,200 | $702.2K | 0.09% | 00.0% | Unchanged |
| Veritable, L.P. | 10,213 | $703.1K | 0.01% | −1,038−9.2% | Reduced |
| Metropolitan Life Insurance Co | 10,258 | $706.2K | 0.03% | −254−2.4% | Reduced |
| Commerce Bank | 10,456 | $719.8K | 0.01% | +96+0.9% | Added |
| Swiss Life Asset Management Ltd | 10,542 | $725.9K | 0.01% | +10,542 | New |
| Proficio Capital Partners LLC | 10,809 | $744.1K | 0.10% | −9−0.1% | Reduced |
| Glenview Trust Co | 11,123 | $765.7K | 0.02% | +1,135+11.4% | Added |
| Glenmede Trust Co NA | 13,408 | $769.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,263 | $775.3K | 0.03% | +7,549+203.3% | Added |
| Integrated Wealth Concepts LLC | 11,400 | $784.7K | 0.01% | +11,400 | New |
| New Mexico Educational Retirement Board | 11,400 | $785.0K | 0.03% | +500+4.6% | Added |
| Edgestream Partners, L.P. | 11,425 | $786.5K | 0.07% | +11,425 | New |
| Resonant Capital Advisors, LLC | 11,597 | $798.3K | 0.09% | −260−2.2% | Reduced |
| Equitable Trust Co | 11,708 | $806.0K | 0.06% | +983+9.2% | Added |
| Cyndeo Wealth Partners, LLC | 11,797 | $812.1K | 0.08% | +11,797 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 11,945 | $822.3K | 0.95% | −4,672−28.1% | Reduced |
| Cross Staff Investments Inc | 12,000 | $826.1K | 0.76% | 00.0% | Unchanged |
| Ostrum Asset Management | 12,234 | $842.2K | 0.07% | +10+0.1% | Added |
| Change Path, LLC | 12,334 | $849.0K | 0.04% | +12,334 | New |
| Integrated Advisors Network LLC | 12,344 | $849.8K | 0.05% | +12,344 | New |
| Advisor Partners II, LLC | 12,398 | $853.5K | 0.04% | +553+4.7% | Added |
| Oppenheimer Asset Management Inc. | 12,407 | $854.1K | 0.01% | −231−1.8% | Reduced |
| Wedbush Securities Inc | 12,528 | $862.0K | 0.04% | +560+4.7% | Added |
| Metis Global Partners, LLC | 12,614 | $868.3K | 0.05% | +1,643+15.0% | Added |
| Savant Capital, LLC | 13,163 | $906.1K | 0.01% | −60.0% | Reduced |
| Hunter Associates Investment Management LLC | 13,200 | $909.0K | 0.18% | −550−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,327 | $917.4K | 0.12% | +4,766+55.7% | Added |
| BDO Wealth Advisors, LLC | 13,393 | $921.9K | 0.11% | −206−1.5% | Reduced |
| Lindenwold Advisors | 13,570 | $934.2K | 0.57% | −3,637−21.1% | Reduced |
| Everence Capital Management Inc | 15,040 | $937.0K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,692 | $942.6K | 0.00% | +13,692 | New |
| JustInvest LLC | 13,808 | $950.5K | 0.03% | +84+0.6% | Added |
| Roundview Capital LLC | 13,965 | $961.4K | 0.09% | +4,581+48.8% | Added |
| Pacer Advisors, Inc. | 14,422 | $992.8K | 0.00% | −139−1.0% | Reduced |
| Louisiana State Employees Retirement System | 14,600 | $1.01M | 0.02% | −700−4.6% | Reduced |
| Coronation Fund Managers Ltd. | 14,831 | $1.02M | 0.03% | −961−6.1% | Reduced |
| Cim, LLC | 14,955 | $1.03M | 0.19% | −1,387−8.5% | Reduced |
| Keybank National Association | 15,289 | $1.05M | 0.00% | −951−5.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,373 | $1.06M | 0.00% | −10,956−41.6% | Reduced |
| First National Advisers, LLC | 15,734 | $1.08M | 1.00% | +63+0.4% | Added |
| Chilton Investment Co LLC | 15,768 | $1.09M | 0.03% | −137,395−89.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 15,804 | $1.09M | 0.14% | −145−0.9% | Reduced |
| Spouting Rock Asset Management, LLC | 15,939 | $1.10M | 0.40% | −562−3.4% | Reduced |
| Versor Investments LP | 16,237 | $1.12M | 0.19% | −6,663−29.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,694 | $1.15M | 0.12% | +1,831+12.3% | Added |
| La Banque Postale Asset Management SA | 16,712 | $1.15M | 0.03% | +16,712 | New |