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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
Banco Bilbao Vizcaya Argentaria, S.A.6,633$456.6K0.01%+175+2.7%Added
Xcel Wealth Management, LLC6,598$454.2K0.14%00.0%Unchanged
Macquarie Group Ltd6,316$435.2K0.00%−9−0.1%Reduced
Symmetry Partners, LLC6,315$435.0K0.02%00.0%Unchanged
Resources Investment Advisors, LLC.6,279$432.3K0.01%+402+6.8%Added
Simon Quick Advisors, LLC6,275$432.0K0.04%−1,497−19.3%Reduced
KB Financial Partners, LLC6,132$422.0K0.12%+276+4.7%Added
Inceptionr LLC6,082$418.7K0.22%+6,082New
Cannell Peter B & Co Inc6,050$416.5K0.01%+1,000+19.8%Added
Kapitalo Investimentos Ltda5,957$410.1K0.08%+5,957New
Ieq Capital, LLC5,928$408.1K0.01%−1,912−24.4%Reduced
Washington Trust Bank5,712$393.2K0.04%00.0%Unchanged
Capstone Investment Advisors, LLC5,693$391.9K0.01%+3,836+206.6%Added
Hamilton Capital Partners Inc.5,678$390.9K0.14%−3,110−35.4%Reduced
Vontobel Holding Ltd.5,675$390.7K0.00%00.0%Unchanged
Argonautica Private Wealth Management, Inc5,654$389.2K0.18%+119+2.1%Added
Vestcor Inc5,650$389.0K0.01%−44−0.8%Reduced
Integrated Investment Consultants, LLC5,572$383.6K0.12%+948+20.5%Added
Somerset Trust Co5,524$380.3K0.16%−21−0.4%Reduced
Tokio Marine Asset Management Co Ltd5,416$372.8K0.02%+156+3.0%Added
Schechter Investment Advisors, LLC5,378$370.2K0.03%+103+2.0%Added
Rockefeller Capital Management L.P.5,209$358.6K0.00%−400,410−98.7%Reduced
Atom Investors LP5,149$354.5K0.13%+5,149New
Buckingham Strategic Wealth, LLC5,075$349.4K0.00%+461+10.0%Added
Wetherby Asset Management Inc5,067$348.8K0.02%+78+1.6%Added
Cadent Capital Advisors, LLC5,041$347.0K0.22%+579+13.0%Added
Davenport & Co LLC5,031$346.3K0.00%+228+4.7%Added
Independent Financial Group, LLC4,996$344.0K0.02%+277+5.9%Added
CWM, LLC4,922$339.0K0.00%−122−2.4%Reduced
Fidelis Capital Partners, LLC4,887$336.4K0.12%+898+22.5%Added
Fifth Third Bancorp4,876$335.7K0.00%+157+3.3%Added
Gateway Investment Advisers LLC4,862$334.7K0.00%00.0%Unchanged
Larson Financial Group LLC4,824$332.1K0.03%+37+0.8%Added
Checchi Capital Advisers, LLC4,809$331.1K0.03%−27−0.6%Reduced
B. Metzler seel. Sohn & Co. AG4,804$330.7K0.00%00.0%Unchanged
River Wealth Advisors LLC4,759$327.6K0.06%00.0%Unchanged
Forum Financial Management, LP4,726$325.3K0.01%+19+0.4%Added
CWS Financial Advisors, LLC4,679$322.1K0.12%00.0%Unchanged
Strategy Asset Managers LLC4,590$316.0K0.07%+21+0.5%Added
Banque Cantonale Vaudoise4,500$309.0K0.01%+800+21.6%Added
Abn Amro Investment Solutions4,359$300.1K0.01%+4,359New
Foundry Partners, LLC4,341$298.8K0.02%00.0%Unchanged
Diversified Trust Co4,289$295.3K0.01%−2,982−41.0%Reduced
Lumature Wealth Partners, LLC4,267$293.7K0.17%−60−1.4%Reduced
Alberta Investment Management Corp4,200$289.1K0.00%00.0%Unchanged
Boothbay Fund Management, LLC4,141$285.1K0.01%−265−6.0%Reduced
Stonebridge Capital Advisors LLC4,100$282.2K0.03%00.0%Unchanged
Pinnacle Associates Ltd4,060$279.5K0.00%+9+0.2%Added
Provident Wealth Management, LLC4,039$278.0K0.14%00.0%Unchanged
Means Investment Co., Inc.4,000$275.4K0.04%00.0%Unchanged
SlateStone Wealth, LLC4,000$275.0K0.05%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,977$274.0K0.01%−785−16.5%Reduced
BI Asset Management Fondsmaeglerselskab A/S3,928$270.0K0.01%+457+13.2%Added
Pathstone Family Office, LLC3,916$269.6K0.00%+3,916New
Mattern Wealth Management LLC3,810$262.3K0.08%00.0%Unchanged
Pine Valley Investments Ltd Liability Co3,775$259.9K0.03%+3,775New
Smith Shellnut Wilson LLC3,687$253.8K0.14%−38−1.0%Reduced
Truadvice, LLC3,576$251.9K0.09%−508−12.4%Reduced
Horizon Investments, LLC3,660$251.6K0.01%+590+19.2%Added
Two Sigma Advisers, LP3,600$247.8K0.00%−44,000−92.4%Reduced
W.H. Cornerstone Investments Inc.3,519$242.0K0.22%+6+0.2%Added
DoubleLine ETF Adviser LP3,449$237.4K0.09%+3,449New
Darwin Advisors, LLC3,400$236.1K0.06%00.0%Unchanged
Greenleaf Trust3,387$233.2K0.00%+3,387New
Tocqueville Asset Management L.P.3,239$223.0K0.00%+3,239New
Johnson Financial Group, Inc.3,231$222.4K0.02%+3,231New
Summit Financial, LLC3,204$220.6K0.02%+3,204New
Petrus Trust Company, LTA3,203$220.5K0.02%+3,203New
Revisor Wealth Management LLC3,164$217.8K0.20%+3,164New
Carmel Capital Partners, LLC3,162$217.7K0.11%00.0%Unchanged
Penserra Capital Management LLC3,155$216.0K0.00%+1,935+158.6%Added
Veriti Management LLC3,099$213.3K0.02%+3,099New
Anchor Investment Management, LLC3,080$212.0K0.03%00.0%Unchanged
Fund Management at Engine No. 1 LLC3,068$211.2K0.04%+3,068New
MSH Capital Advisors LLC3,050$210.0K0.08%+3,050New
Tudor Investment Corp Et Al3,029$208.5K0.00%−152,164−98.0%Reduced
Moody National Bank Trust Division2,982$205.3K0.01%+2,982New
Axxcess Wealth Management, LLC2,973$204.7K0.01%+2,973New
Journey Strategic Wealth LLC2,972$204.6K0.01%−1,302−30.5%Reduced
CoreCap Advisors, LLC2,940$202.4K0.01%+2,940New
Miracle Mile Advisors, LLC2,935$202.0K0.01%+2,935New
Private Trust Co NA2,931$201.8K0.03%00.0%Unchanged
Waterloo Capital, L.P.2,915$200.7K0.06%+2,915New
Smithfield Trust Co2,722$187.0K0.01%+207+8.2%Added
Tobam2,551$176.0K0.01%+1,553+155.6%Added
Ci Investments Inc.2,009$138.0K0.00%+54+2.8%Added
Tradition Wealth Management, LLC1,967$135.0K0.02%−167−7.8%Reduced
Column Capital Advisors, LLC1,901$130.9K0.02%00.0%Unchanged
Shell Asset Management Co1,884$130.0K0.01%−2,076−52.4%Reduced
Counterpoint Mutual Funds LLC1,864$128.3K0.12%+1,864New
Benjamin Edwards Inc1,825$126.0K0.03%−304−14.3%Reduced
UniSuper Management Pty Ltd1,700$117.0K0.00%+1,700New
Advisors Asset Management, Inc.1,604$110.4K0.00%−137−7.9%Reduced
Parallel Advisors, LLC1,601$110.2K0.00%+53+3.4%Added
Farther Finance Advisors, LLC1,546$106.4K0.02%00.0%Unchanged
Sentry Investment Management LLC1,523$105.0K0.04%00.0%Unchanged
Signaturefd, LLC1,489$102.5K0.00%+202+15.7%Added
IFP Advisors, Inc3,576$100.3K0.01%−750−17.3%Reduced
Trust Co of Vermont1,401$96.4K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.1,398$96.2K0.01%+343+32.5%Added