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, Q3 2023
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 631
- +29 vs. Q2 2023
- Shares held
- 201.3M
- −1.64M (−0.8%) vs. Q2 2023
- Total value
- $14.1B
- +$200.6M (+1.4%) vs. Q2 2023
- New holders
- 68
- 219 more added
- Sold out
- 39
- 223 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $9 | 0.00% | −69−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $278 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 4 | $279 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $489 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $699 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $838 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +15+166.7% | Added |
| Beacon Capital Management, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15 | $1.05K | 0.00% | +9+150.0% | Added |
| Live Oak Investment Partners | – | $1.26K | 0.00% | – | – |
| Proequities, Inc. | 19 | $1.33K | 0.00% | −10−34.5% | Reduced |
| Bell Investment Advisors, Inc | 20 | $1.40K | 0.00% | −25−55.6% | Reduced |
| Trifecta Capital Advisors, LLC | 24 | $1.68K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $1.82K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $2.23K | 0.00% | +32 | New |
| Concord Wealth Partners | 34 | $2.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $2.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.51K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $2.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $2.59K | 0.00% | +33+1,650.0% | Added |
| SJS Investment Consulting Inc. | 38 | $2.65K | 0.00% | +2+5.6% | Added |
| JDM Financial Group LLC | 45 | $3.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $3.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $3.28K | 0.00% | +5+11.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 48 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 49 | $3.42K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 54 | $3.77K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $4.19K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 62 | $4.33K | 0.00% | +1+1.6% | Added |
| Hexagon Capital Partners LLC | 68 | $4.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $5.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $5.87K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 93 | $6.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 111 | $7.00K | 0.00% | +111 | New |
| Lindbrook Capital, LLC | 113 | $7.89K | 0.00% | +11+10.8% | Added |
| Central Trust Co | 113 | $7.89K | 0.00% | +56+98.2% | Added |
| GW&K Investment Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 115 | $8.03K | 0.00% | −46−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $8.03K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 136 | $9.36K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $9.50K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $10.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 152 | $10.6K | 0.00% | +7+4.8% | Added |
| WR Wealth Planners, LLC | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 179 | $13.0K | 0.00% | +176+5,866.7% | Added |
| LGT Financial Advisors LLC | 188 | $13.1K | 0.02% | +188 | New |
| Park Place Capital Corp | 191 | $13.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $14.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $15.2K | 0.01% | +217 | New |
| Sutton Wealth Advisors Inc. | 219 | $15.3K | 0.01% | +27+14.1% | Added |
| Ancora Advisors, LLC | 220 | $15.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $17.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 258 | $18.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $18.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 276 | $19.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 279 | $19.5K | 0.00% | −3−1.1% | Reduced |
| Larson Financial Group LLC | 343 | $24.0K | 0.00% | −4,481−92.9% | Reduced |
| TD Private Client Wealth LLC | 360 | $25.1K | 0.00% | +21+6.2% | Added |
| TFC Financial Management | 386 | $27.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $27.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $27.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 490 | $34.2K | 0.00% | +490 | New |
| PSI Advisors, LLC | 498 | $34.8K | 0.02% | −21−4.0% | Reduced |
| Asset Dedication, LLC | 506 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $35.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 520 | $36.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 589 | $41.1K | 0.01% | +354+150.6% | Added |
| GeoWealth Management, LLC | 609 | $43.0K | 0.00% | −8,519−93.3% | Reduced |
| Massmutual Trust Co FSB | 639 | $44.6K | 0.00% | +109+20.6% | Added |
| Quent Capital, LLC | 647 | $45.2K | 0.01% | +51+8.6% | Added |
| Allworth Financial LP | 654 | $45.7K | 0.00% | −140−17.6% | Reduced |
| Gables Capital Management Inc. | 668 | $46.7K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $47.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 706 | $49.3K | 0.00% | −80−10.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 720 | $50.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 737 | $51.5K | 0.01% | +26+3.7% | Added |
| Huntington National Bank | 752 | $52.5K | 0.00% | +100+15.3% | Added |
| Global Retirement Partners, LLC | 758 | $53.3K | 0.00% | +208+37.8% | Added |
| Covestor Ltd | 770 | $54.0K | 0.04% | −7−0.9% | Reduced |
| West Tower Group, LLC | 798 | $55.7K | 0.03% | +410+105.7% | Added |
| Orion Capital Management LLC | 807 | $56.4K | 0.04% | +807 | New |
| First Horizon Advisors, Inc. | 821 | $57.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 840 | $58.7K | 0.00% | −75−8.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 847 | $59.2K | 0.03% | +847 | New |
| Desjardins Global Asset Management Inc. | 949 | $66.3K | 0.01% | −449−32.1% | Reduced |
| Montag A & Associates Inc | 980 | $68.4K | 0.00% | −397−28.8% | Reduced |
| Spire Wealth Management | 1,135 | $79.3K | 0.00% | +3+0.3% | Added |
| Atticus Wealth Management, LLC | 1,170 | $81.7K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,225 | $85.6K | 0.00% | −379−23.6% | Reduced |
| Annapolis Financial Services, LLC | 1,236 | $86.3K | 0.02% | 00.0% | Unchanged |