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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 1,250 | $87.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $87.3K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,368 | $96.0K | 0.05% | −155−10.2% | Reduced |
| Trust Co of Vermont | 1,401 | $97.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,512 | $105.6K | 0.00% | +23+1.5% | Added |
| Headlands Technologies LLC | 1,554 | $108.5K | 0.05% | +328+26.8% | Added |
| Parallel Advisors, LLC | 1,630 | $113.9K | 0.00% | +29+1.8% | Added |
| IFP Advisors, Inc | 1,645 | $114.9K | 0.01% | −1,931−54.0% | Reduced |
| Farther Finance Advisors, LLC | 1,665 | $116.3K | 0.02% | +119+7.7% | Added |
| Meeder Asset Management Inc | 1,690 | $118.0K | 0.01% | +1,690 | New |
| UniSuper Management Pty Ltd | 1,700 | $118.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,778 | $124.0K | 0.03% | −47−2.6% | Reduced |
| State of Wyoming | 1,879 | $131.2K | 0.03% | +1,461+349.5% | Added |
| Carmel Capital Partners, LLC | 1,912 | $133.5K | 0.06% | −1,250−39.5% | Reduced |
| Column Capital Advisors, LLC | 1,917 | $133.9K | 0.02% | +16+0.8% | Added |
| Tradition Wealth Management, LLC | 1,971 | $138.0K | 0.02% | +4+0.2% | Added |
| Credit Agricole S A | 2,213 | $154.6K | 0.00% | +2,213 | New |
| NBC Securities, Inc. | 2,314 | $161.0K | 0.02% | +2,314 | New |
| Penserra Capital Management LLC | 2,563 | $177.0K | 0.00% | −592−18.8% | Reduced |
| Tobam | 2,551 | $178.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,569 | $179.4K | 0.02% | −3,388−56.9% | Reduced |
| V-Square Quantitative Management LLC | 2,650 | $185.1K | 0.08% | +2,650 | New |
| Smithfield Trust Co | 2,811 | $197.0K | 0.01% | +89+3.3% | Added |
| Bridgefront Capital, LLC | 2,915 | $203.6K | 0.14% | +2,915 | New |
| Axxcess Wealth Management, LLC | 2,926 | $204.4K | 0.01% | −47−1.6% | Reduced |
| Private Trust Co NA | 2,931 | $204.7K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,972 | $207.6K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 2,976 | $207.8K | 0.02% | +2,976 | New |
| Moody National Bank Trust Division | 2,982 | $208.3K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,997 | $209.3K | 0.00% | +2,997 | New |
| MSH Capital Advisors LLC | 3,055 | $213.3K | 0.08% | +5+0.2% | Added |
| Foundry Partners, LLC | 3,071 | $214.5K | 0.01% | −1,270−29.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,075 | $214.8K | 0.02% | +3,075 | New |
| Anchor Investment Management, LLC | 3,080 | $215.1K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,085 | $215.4K | 0.01% | +3,085 | New |
| Empowered Funds, LLC | 3,168 | $221.3K | 0.01% | +3,168 | New |
| Tocqueville Asset Management L.P. | 3,239 | $226.2K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,361 | $234.7K | 0.02% | +3,361 | New |
| Fund Management at Engine No. 1 LLC | 3,366 | $235.1K | 0.04% | +298+9.7% | Added |
| Summit Financial, LLC | 3,395 | $237.1K | 0.02% | +191+6.0% | Added |
| Darwin Advisors, LLC | 3,400 | $237.5K | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 3,500 | $244.4K | 0.05% | −12,737−78.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,525 | $246.0K | 0.22% | +6+0.2% | Added |
| Veriti Management LLC | 3,524 | $246.1K | 0.03% | +425+13.7% | Added |
| Horizon Investments, LLC | 3,602 | $251.1K | 0.01% | −58−1.6% | Reduced |
| DoubleLine ETF Adviser LP | 3,625 | $253.2K | 0.09% | +176+5.1% | Added |
| Pallas Capital Advisors LLC | 3,680 | $253.4K | 0.02% | +3,680 | New |
| iA Global Asset Management Inc. | 3,653 | $255.0K | 0.01% | +3,653 | New |
| Q3 Asset Management | 3,668 | $256.0K | 0.10% | −3,963−51.9% | Reduced |
| Mattern Wealth Management LLC | 3,666 | $256.1K | 0.08% | −144−3.8% | Reduced |
| Smith Shellnut Wilson LLC | 3,687 | $257.5K | 0.16% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,687 | $257.5K | 0.07% | +3,687 | New |
| Pine Valley Investments Ltd Liability Co | 3,846 | $268.6K | 0.03% | +71+1.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,870 | $270.0K | 0.01% | −107−2.7% | Reduced |
| Acadian Asset Management LLC | 3,896 | $272.0K | 0.00% | +2,531+185.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,928 | $274.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,924 | $275.0K | 0.01% | −576−12.8% | Reduced |
| Radnor Capital Management, LLC | 4,000 | $279.0K | 0.06% | +4,000 | New |
| Means Investment Co., Inc. | 4,000 | $279.4K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 4,010 | $280.1K | 0.00% | +623+18.4% | Added |
| Provident Wealth Management, LLC | 4,039 | $282.1K | 0.14% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,047 | $282.6K | 0.01% | −312−7.2% | Reduced |
| Stonebridge Capital Advisors LLC | 4,100 | $286.3K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,113 | $287.3K | 0.24% | +949+30.0% | Added |
| Independent Financial Group, LLC | 4,130 | $288.4K | 0.02% | −866−17.3% | Reduced |
| CWS Financial Advisors, LLC | 4,164 | $290.8K | 0.12% | −515−11.0% | Reduced |
| Ci Investments Inc. | 4,193 | $293.0K | 0.00% | +2,184+108.7% | Added |
| Alberta Investment Management Corp | 4,200 | $293.3K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,212 | $294.2K | 0.16% | +4,212 | New |
| Brown Advisory Inc | 4,257 | $297.3K | 0.00% | −9,435−68.9% | Reduced |
| Diversified Trust Co | 4,269 | $298.1K | 0.01% | −20−0.5% | Reduced |
| Kestra Advisory Services, LLC | 4,347 | $303.6K | 0.00% | +4,347 | New |
| Strategy Asset Managers LLC | 4,372 | $305.3K | 0.08% | −218−4.7% | Reduced |
| FDx Advisors, Inc. | 4,442 | $310.0K | 0.03% | +4,442 | New |
| Fidelis Capital Partners, LLC | 4,496 | $314.0K | 0.11% | −391−8.0% | Reduced |
| Change Path, LLC | 4,586 | $320.0K | 0.02% | −7,748−62.8% | Reduced |
| Alps Advisors Inc | 4,600 | $321.3K | 0.00% | +4,600 | New |
| Gateway Investment Advisers LLC | 4,611 | $322.0K | 0.00% | −251−5.2% | Reduced |
| Wetherby Asset Management Inc | 4,654 | $325.0K | 0.02% | −413−8.2% | Reduced |
| Forum Financial Management, LP | 4,726 | $330.1K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,759 | $332.4K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,761 | $332.5K | 0.03% | −48−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,804 | $335.5K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,814 | $336.2K | 0.00% | −261−5.1% | Reduced |
| CWM, LLC | 4,864 | $340.0K | 0.00% | −58−1.2% | Reduced |
| Park Avenue Securities LLC | 4,996 | $349.0K | 0.01% | +4,996 | New |
| Envestnet Portfolio Solutions, Inc. | 5,001 | $349.3K | 0.00% | +5,001 | New |
| Davenport & Co LLC | 5,031 | $351.4K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,041 | $352.1K | 0.17% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,076 | $354.5K | 0.03% | −302−5.6% | Reduced |
| Vontobel Holding Ltd. | 5,275 | $368.4K | 0.00% | −400−7.0% | Reduced |
| Fifth Third Bancorp | 5,303 | $370.4K | 0.00% | +427+8.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,315 | $371.2K | 0.00% | +5,315 | New |
| Seven Eight Capital, LP | 5,423 | $378.7K | 0.04% | −3,828−41.4% | Reduced |
| Petrus Trust Company, LTA | 5,481 | $382.8K | 0.04% | +2,278+71.1% | Added |
| Vestcor Inc | 5,650 | $395.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,681 | $396.8K | 0.01% | −12−0.2% | Reduced |
| Washington Trust Bank | 5,712 | $398.9K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 5,726 | $399.9K | 0.18% | +202+3.7% | Added |
| SlateStone Wealth, LLC | 5,750 | $402.0K | 0.06% | +1,750+43.8% | Added |