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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 607 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ2 2023: $13.9B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2023.

Institutions holding BRO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Norinchukin Bank, The17,256$1.19M0.02%+6,067+54.2%Added
Penobscot Investment Management Company, Inc.17,078$1.18M0.19%+50+0.3%Added
Ameritas Investment Partners, Inc.16,985$1.17M0.04%−6,300−27.1%Reduced
Evermay Wealth Management LLC16,980$1.17M0.22%00.0%Unchanged
Tributary Capital Management, LLC16,900$1.16M0.10%−532−3.1%Reduced
Hartford Investment Management Co16,802$1.16M0.04%−3,326−16.5%Reduced
La Banque Postale Asset Management SA16,712$1.15M0.03%+16,712New
Baker Tilly Wealth Management, LLC16,694$1.15M0.12%+1,831+12.3%Added
Versor Investments LP16,237$1.12M0.19%−6,663−29.1%Reduced
Spouting Rock Asset Management, LLC15,939$1.10M0.40%−562−3.4%Reduced
Strategic Wealth Partners, Ltd.15,804$1.09M0.14%−145−0.9%Reduced
Chilton Investment Co LLC15,768$1.09M0.03%−137,395−89.7%Reduced
First National Advisers, LLC15,734$1.08M1.00%+63+0.4%Added
Cambridge Investment Research Advisors, Inc.15,373$1.06M0.00%−10,956−41.6%Reduced
Keybank National Association15,289$1.05M0.00%−951−5.9%Reduced
Cim, LLC14,955$1.03M0.19%−1,387−8.5%Reduced
Coronation Fund Managers Ltd.14,831$1.02M0.03%−961−6.1%Reduced
Louisiana State Employees Retirement System14,600$1.01M0.02%−700−4.6%Reduced
Pacer Advisors, Inc.14,422$992.8K0.00%−139−1.0%Reduced
Roundview Capital LLC13,965$961.4K0.09%+4,581+48.8%Added
JustInvest LLC13,808$950.5K0.03%+84+0.6%Added
Brown Advisory Inc13,692$942.6K0.00%+13,692New
Everence Capital Management Inc15,040$937.0K0.08%00.0%Unchanged
Lindenwold Advisors13,570$934.2K0.57%−3,637−21.1%Reduced
BDO Wealth Advisors, LLC13,393$921.9K0.11%−206−1.5%Reduced
Procyon Private Wealth Partners, LLC13,327$917.4K0.12%+4,766+55.7%Added
Hunter Associates Investment Management LLC13,200$909.0K0.18%−550−4.0%Reduced
Savant Capital, LLC13,163$906.1K0.01%−60.0%Reduced
Metis Global Partners, LLC12,614$868.3K0.05%+1,643+15.0%Added
Wedbush Securities Inc12,528$862.0K0.04%+560+4.7%Added
Oppenheimer Asset Management Inc.12,407$854.1K0.01%−231−1.8%Reduced
Advisor Partners II, LLC12,398$853.5K0.04%+553+4.7%Added
Integrated Advisors Network LLC12,344$849.8K0.05%+12,344New
Change Path, LLC12,334$849.0K0.04%+12,334New
Ostrum Asset Management12,234$842.2K0.07%+10+0.1%Added
Cross Staff Investments Inc12,000$826.1K0.76%00.0%Unchanged
Cognios Beta Neutral Large Cap Fund, LP11,945$822.3K0.95%−4,672−28.1%Reduced
Cyndeo Wealth Partners, LLC11,797$812.1K0.08%+11,797New
Equitable Trust Co11,708$806.0K0.06%+983+9.2%Added
Resonant Capital Advisors, LLC11,597$798.3K0.09%−260−2.2%Reduced
Edgestream Partners, L.P.11,425$786.5K0.07%+11,425New
New Mexico Educational Retirement Board11,400$785.0K0.03%+500+4.6%Added
Integrated Wealth Concepts LLC11,400$784.7K0.01%+11,400New
Tower Research Capital LLC (TRC)11,263$775.3K0.03%+7,549+203.3%Added
Glenmede Trust Co NA13,408$769.9K0.00%00.0%Unchanged
Glenview Trust Co11,123$765.7K0.02%+1,135+11.4%Added
Proficio Capital Partners LLC10,809$744.1K0.10%−9−0.1%Reduced
Swiss Life Asset Management Ltd10,542$725.9K0.01%+10,542New
Commerce Bank10,456$719.8K0.01%+96+0.9%Added
Metropolitan Life Insurance Co10,258$706.2K0.03%−254−2.4%Reduced
Veritable, L.P.10,213$703.1K0.01%−1,038−9.2%Reduced
Keeley-Teton Advisors, LLC10,200$702.2K0.09%00.0%Unchanged
Claro Advisors LLC10,168$700.0K0.17%+1,829+21.9%Added
Oak Thistle LLC10,046$691.6K0.37%+4,521+81.8%Added
Thrivent Financial for Lutherans10,023$690.0K0.00%−67−0.7%Reduced
E. Ohman J:or Asset Management AB10,000$688.4K0.02%00.0%Unchanged
Beacon Pointe Advisors, LLC9,989$687.6K0.01%−770−7.2%Reduced
FJ Capital Management LLC9,835$677.0K0.09%+9,835New
Fosun International Ltd9,750$671.2K0.09%00.0%Unchanged
Creative Planning9,662$665.1K0.00%−379−3.8%Reduced
JSF Financial, LLC9,660$665.0K0.24%+9,660New
O'Shaughnessy Asset Management, LLC9,642$663.8K0.01%+364+3.9%Added
Occidental Asset Management, LLC9,548$657.3K0.15%00.0%Unchanged
Virtu Financial LLC9,343$643.0K0.05%+9,343New
Seven Eight Capital, LP9,251$636.8K0.11%−4,774−34.0%Reduced
Gilbert & Cook, Inc.9,169$631.2K0.10%+585+6.8%Added
GeoWealth Management, LLC9,128$628.0K0.07%+9,128New
Squarepoint Ops LLC9,022$621.1K0.00%+9,022New
Centennial Bank8,962$616.9K0.42%00.0%Unchanged
Fiduciary Trust Co8,931$614.8K0.01%+20.0%Added
M&T Bank Corp8,910$613.4K0.00%−10−0.1%Reduced
Baker Avenue Asset Management, LP8,798$605.7K0.03%+8,667+6,616.0%Added
ISAM Funds (UK) Ltd8,746$602.1K0.54%+8,746New
MML Investors Services, LLC8,694$598.0K0.00%+34+0.4%Added
Ethic Inc.8,673$597.0K0.02%+1,805+26.3%Added
SevenBridge Financial Group, LLC8,506$585.6K0.15%+558+7.0%Added
Kentucky Retirement Systems Insurance Trust Fund8,451$582.0K0.04%+87+1.0%Added
Mercer Global Advisors Inc8,316$572.0K0.00%+1,733+26.3%Added
Cetera Advisor Networks LLC8,265$568.9K0.00%+2,653+47.3%Added
Holland Advisory Services, Inc.8,239$567.1K0.72%+13+0.2%Added
Jackson Creek Investment Advisors LLC8,153$561.0K0.22%+8,153New
American Century Companies Inc7,874$542.0K0.00%−30.0%Reduced
ORG Partners LLC7,860$538.3K0.09%+7,860New
Mayflower Financial Advisors, LLC7,783$535.8K0.07%−838−9.7%Reduced
Manchester Capital Management LLC7,781$535.6K0.07%−3,035−28.1%Reduced
Q3 Asset Management7,631$525.0K0.25%+7,631New
NFP Retirement, Inc.7,612$524.0K0.10%−468−5.8%Reduced
Hyperion Capital Advisors LP7,500$516.3K0.28%−4,500−37.5%Reduced
Northwestern Mutual Investment Management Company, LLC7,427$511.3K0.01%+38+0.5%Added
Nilsine Partners, LLC7,356$506.4K0.07%00.0%Unchanged
Qsemble Capital Management, LP7,300$502.5K0.36%+7,300New
Wealthfront Advisers LLC7,296$502.3K0.00%+1,029+16.4%Added
Studio Investment Management LLC7,233$497.9K0.14%+224+3.2%Added
Financial Enhancement Group LLC6,952$491.6K0.09%+142+2.1%Added
Brookstone Capital Management7,071$479.4K0.01%+77+1.1%Added
Next Level Private LLC6,965$478.3K0.31%+6,965New
Aigen Investment Management, LP6,889$474.2K0.07%+6,889New
Vinva Investment Management Ltd6,954$470.7K0.04%+2,825+68.4%Added
Moors & Cabot, Inc.6,748$464.5K0.03%+72+1.1%Added
SkyView Investment Advisors, LLC6,714$462.0K0.12%+325+5.1%Added