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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 1,377 | $94.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,365 | $93.0K | 0.00% | −37,922−96.5% | Reduced |
| 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 |
| Annapolis Financial Services, LLC | 1,236 | $85.1K | 0.02% | +36+3.0% | Added |
| Headlands Technologies LLC | 1,226 | $84.4K | 0.03% | +1,226 | New |
| Atticus Wealth Management, LLC | 1,170 | $80.5K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,132 | $77.9K | 0.00% | +102+9.9% | Added |
| Arlington Partners LLC | 1,044 | $71.9K | 0.01% | +818+361.9% | Added |
| Cary Street Partner Investment Advisory LLC | 915 | $63.0K | 0.00% | +515+128.8% | Added |
| First Horizon Advisors, Inc. | 821 | $56.5K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 796 | $54.8K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 794 | $54.7K | 0.00% | +268+51.0% | Added |
| Exchange Traded Concepts, LLC | 790 | $54.4K | 0.00% | +790 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $54.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 777 | $54.0K | 0.04% | −179−18.7% | Reduced |
| Achmea Investment Management B.V. | 758 | $52.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 720 | $49.6K | 0.01% | +720 | New |
| Parkside Financial Bank & Trust | 711 | $48.9K | 0.01% | +13+1.9% | Added |
| Caldwell Trust Co | 676 | $46.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $46.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 652 | $44.9K | 0.00% | +219+50.6% | Added |
| Quent Capital, LLC | 596 | $41.0K | 0.01% | +7+1.2% | Added |
| Global Retirement Partners, LLC | 550 | $37.9K | 0.00% | +514+1,427.8% | Added |
| Massmutual Trust Co FSB | 530 | $36.5K | 0.00% | +69+15.0% | Added |
| Castleview Partners, LLC | 520 | $35.8K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 519 | $35.7K | 0.02% | +519 | New |
| Asset Dedication, LLC | 506 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $34.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 418 | $28.8K | 0.01% | +79+23.3% | Added |
| Armstrong Advisory Group, Inc | 400 | $27.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $27.5K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 388 | $26.7K | 0.02% | +388 | New |
| TFC Financial Management | 386 | $26.6K | 0.01% | +10+2.7% | Added |
| Quarry LP | 380 | $26.2K | 0.02% | −421−52.6% | Reduced |
| First Capital Advisors Group, LLC. | 380 | $26.2K | 0.01% | +380 | New |
| TD Private Client Wealth LLC | 339 | $23.3K | 0.00% | −34−9.1% | Reduced |
| Clear Street Markets LLC | 308 | $21.0K | 0.01% | −153−33.2% | Reduced |
| Quadrant Capital Group LLC | 282 | $19.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $18.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $18.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 258 | $17.8K | 0.00% | −31−10.7% | Reduced |
| Delta Asset Management LLC | 250 | $17.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 235 | $16.2K | 0.00% | +96+69.1% | Added |
| Ancora Advisors, LLC | 220 | $15.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $14.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 192 | $13.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 191 | $13.1K | 0.00% | +191 | New |
| Capital Advisors, Ltd. LLC | 195 | $13.0K | 0.00% | +129+195.5% | Added |
| Glassman Wealth Services | 161 | $11.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 160 | $11.0K | 0.00% | +8+5.3% | Added |
| WR Wealth Planners, LLC | 157 | $10.8K | 0.00% | −17−9.8% | Reduced |
| Red Tortoise LLC | 147 | $10.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 145 | $9.98K | 0.00% | +1+0.7% | Added |
| Tfo-TDC, LLC | 136 | $9.36K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 131 | $9.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $8.61K | 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 |
| Farmers & Merchants Investments Inc | 115 | $7.92K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $7.81K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $7.02K | 0.00% | +7+7.4% | Added |
| HHM Wealth Advisors, LLC | 100 | $6.88K | 0.00% | +100 | New |
| Duncker Streett & Co Inc | 93 | $6.40K | 0.00% | −94−50.3% | Reduced |
| Key Financial Inc | 84 | $5.78K | 0.00% | +84 | New |
| Zions Bancorporation, N.A. | 76 | $5.23K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 68 | $4.68K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $4.55K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 61 | $4.20K | 0.00% | −2−3.2% | Reduced |
| Versant Capital Management, Inc | 60 | $4.13K | 0.00% | +21+53.8% | Added |
| City State Bank | 54 | $4.00K | 0.00% | +54 | New |
| Central Trust Co | 57 | $3.92K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 54 | $3.72K | 0.00% | −20−27.0% | Reduced |
| AdvisorNet Financial, Inc | 50 | $3.44K | 0.00% | −56−52.8% | Reduced |
| Bellevue Asset Management, LLC | 49 | $3.37K | 0.00% | +1+2.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 48 | $3.30K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $3.17K | 0.00% | 00.0% | Unchanged |
| 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 |
| MV Capital Management, Inc. | 42 | $2.89K | 0.00% | +7+20.0% | Added |
| SJS Investment Consulting Inc. | 36 | $2.48K | 0.00% | −1−2.7% | Reduced |
| Raffa Wealth Management, LLC | 36 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $2.48K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $2.41K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $2.34K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $2.34K | 0.00% | +3+9.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $2.00K | 0.00% | +35 | New |
| Proequities, Inc. | 29 | $2.00K | 0.00% | −250−89.6% | Reduced |
| Earnest Partners LLC | 26 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.24K | 0.00% | – | – |
| DT Investment Partners, LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $826 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $689 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $482 | 0.00% | +7 | New |
| Venturi Wealth Management, LLC | 6 | $414 | 0.00% | +6 | New |
| Harbour Investments, Inc. | 4 | $275 | 0.00% | +4 | New |