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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 69 | $180 | 0.00% | +12+21.1% | Added |
| SRS Capital Advisors, Inc. | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $135 | 0.00% | +2 | New |
| Comerica Bank | 476,501 | $11 | 0.00% | +476,501 | New |
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | −151−98.1% | Reduced |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Quilter Plc | 442 | – | – | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −411,200−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −319,100−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −192,336−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −74,154−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −57,587−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −53,585−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −49,505−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,835−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −26,088−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,698−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −19,510−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,870−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,940−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −8,945−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −7,965−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cooper Investors Pty Ltd | – | – | – | – | Not filed |