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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 5,764 | $402.5K | 0.06% | −2,019−25.9% | Reduced |
| Macquarie Group Ltd | 5,884 | $411.2K | 0.00% | −432−6.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,920 | $413.5K | 0.03% | +504+9.3% | Added |
| EP Wealth Advisors, LLC | 5,956 | $416.0K | 0.01% | +5,956 | New |
| Baker Tilly Wealth Management, LLC | 5,971 | $417.0K | 0.07% | −10,723−64.2% | Reduced |
| Vinva Investment Management Ltd | 5,918 | $419.4K | 0.04% | −1,036−14.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,158 | $430.1K | 0.12% | +6,158 | New |
| KB Financial Partners, LLC | 6,180 | $432.0K | 0.12% | +48+0.8% | Added |
| Xcel Wealth Management, LLC | 6,189 | $432.2K | 0.17% | −409−6.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,305 | $440.3K | 0.20% | +651+11.5% | Added |
| Symmetry Partners, LLC | 6,315 | $441.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,470 | $451.9K | 0.16% | +792+13.9% | Added |
| Brookstone Capital Management | 6,881 | $469.8K | 0.01% | −190−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,732 | $470.2K | 0.01% | +99+1.5% | Added |
| Moors & Cabot, Inc. | 6,748 | $471.3K | 0.03% | 00.0% | Unchanged |
| Fosun International Ltd | 6,750 | $471.4K | 0.08% | −3,000−30.8% | Reduced |
| Studio Investment Management LLC | 6,848 | $478.3K | 0.13% | −385−5.3% | Reduced |
| Financial Enhancement Group LLC | 6,882 | $480.4K | 0.09% | −70−1.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,960 | $486.0K | 0.20% | +246+3.7% | Added |
| PGGM Investments | 6,978 | $487.0K | 0.01% | +6,978 | New |
| Cannell Peter B & Co Inc | 7,050 | $492.4K | 0.02% | +1,000+16.5% | Added |
| MQS Management LLC | 7,083 | $494.7K | 0.30% | +7,083 | New |
| Next Level Private LLC | 7,195 | $500.2K | 0.33% | +230+3.3% | Added |
| NFP Retirement, Inc. | 7,180 | $501.5K | 0.10% | −432−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,430 | $518.9K | 0.01% | +30.0% | Added |
| Ieq Capital, LLC | 7,465 | $521.3K | 0.01% | +1,537+25.9% | Added |
| Hyperion Capital Advisors LP | 7,500 | $523.8K | 0.29% | 00.0% | Unchanged |
| Agf Management Ltd | 7,517 | $525.0K | 0.00% | +7,517 | New |
| Wealthfront Advisers LLC | 7,551 | $527.4K | 0.00% | +255+3.5% | Added |
| Nilsine Partners, LLC | 7,584 | $529.7K | 0.08% | +228+3.1% | Added |
| Manchester Capital Management LLC | 7,781 | $543.4K | 0.08% | 00.0% | Unchanged |
| Twin Tree Management, LP | 7,816 | $545.9K | 0.02% | +7,816 | New |
| Jackson Creek Investment Advisors LLC | 7,934 | $554.0K | 0.23% | −219−2.7% | Reduced |
| Integrated Investment Consultants, LLC | 7,957 | $555.7K | 0.20% | +2,385+42.8% | Added |
| ORG Partners LLC | 7,958 | $555.8K | 0.16% | +98+1.2% | Added |
| Holland Advisory Services, Inc. | 8,250 | $576.2K | 0.73% | +11+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,435 | $589.1K | 0.05% | −16−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 8,506 | $594.1K | 0.15% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 8,612 | $601.5K | 0.78% | −3,333−27.9% | Reduced |
| M&T Bank Corp | 8,704 | $607.9K | 0.00% | −206−2.3% | Reduced |
| Boothbay Fund Management, LLC | 8,719 | $608.9K | 0.02% | +4,578+110.6% | Added |
| CIBC World Markets Inc. | 8,761 | $612.0K | 0.00% | +8,761 | New |
| Simon Quick Advisors, LLC | 8,765 | $612.1K | 0.06% | +2,490+39.7% | Added |
| Creative Planning | 8,781 | $613.3K | 0.00% | −881−9.1% | Reduced |
| Norinchukin Bank, The | 8,844 | $617.7K | 0.01% | −8,412−48.7% | Reduced |
| Centennial Bank | 8,845 | $617.7K | 0.43% | −117−1.3% | Reduced |
| Neo Ivy Capital Management | 9,028 | $631.0K | 0.28% | +9,028 | New |
| Cerity Partners LLC | 9,118 | $636.9K | 0.00% | −17,294−65.5% | Reduced |
| Fiduciary Trust Co | 9,325 | $651.3K | 0.01% | +394+4.4% | Added |
| Lindenwold Advisors | 9,331 | $651.7K | 0.41% | −4,239−31.2% | Reduced |
| Baker Avenue Asset Management, LP | 9,403 | $656.7K | 0.03% | +605+6.9% | Added |
| Cetera Advisor Networks LLC | 9,490 | $662.8K | 0.00% | +1,225+14.8% | Added |
| JSF Financial, LLC | 9,535 | $665.9K | 0.26% | −125−1.3% | Reduced |
| Occidental Asset Management, LLC | 9,548 | $666.8K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 9,558 | $667.5K | 0.37% | +9,558 | New |
| Ethic Inc. | 9,656 | $674.4K | 0.02% | +983+11.3% | Added |
| Metropolitan Life Insurance Co | 9,739 | $680.2K | 0.04% | −519−5.1% | Reduced |
| Thrivent Financial for Lutherans | 9,895 | $691.0K | 0.00% | −128−1.3% | Reduced |
| Claro Advisors LLC | 9,965 | $696.0K | 0.17% | −203−2.0% | Reduced |
| Mercer Global Advisors Inc | 10,113 | $706.0K | 0.00% | +1,797+21.6% | Added |
| Keeley-Teton Advisors, LLC | 10,200 | $712.4K | 0.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,243 | $715.4K | 0.11% | +1,074+11.7% | Added |
| Glenview Trust Co | 10,323 | $721.0K | 0.02% | −800−7.2% | Reduced |
| Resources Investment Advisors, LLC. | 10,360 | $723.5K | 0.02% | +4,081+65.0% | Added |
| American Century Companies Inc | 10,464 | $730.8K | 0.00% | +2,590+32.9% | Added |
| Virtus ETF Advisers LLC | 10,489 | $732.6K | 0.44% | +10,489 | New |
| Compass Ion Advisors, LLC | 10,517 | $734.5K | 0.13% | +10,517 | New |
| Trexquant Investment LP | 10,766 | $751.9K | 0.02% | +10,766 | New |
| Proficio Capital Partners LLC | 10,819 | $755.6K | 0.10% | +10+0.1% | Added |
| Commerce Bank | 10,920 | $762.7K | 0.01% | +464+4.4% | Added |
| Integrated Wealth Concepts LLC | 11,007 | $768.7K | 0.01% | −393−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,083 | $774.0K | 0.00% | +11,083 | New |
| E. Ohman J:or Asset Management AB | 11,300 | $789.2K | 0.03% | +1,300+13.0% | Added |
| MML Investors Services, LLC | 11,347 | $792.0K | 0.00% | +2,653+30.5% | Added |
| Beacon Pointe Advisors, LLC | 11,446 | $799.4K | 0.01% | +1,457+14.6% | Added |
| Equitable Trust Co | 11,471 | $801.1K | 0.07% | −237−2.0% | Reduced |
| Resonant Capital Advisors, LLC | 11,695 | $816.8K | 0.09% | +98+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 11,807 | $824.6K | 0.09% | +10+0.1% | Added |
| Cross Staff Investments Inc | 12,000 | $838.1K | 0.82% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,111 | $845.8K | 0.01% | −296−2.4% | Reduced |
| Ostrum Asset Management | 12,151 | $848.6K | 0.08% | −83−0.7% | Reduced |
| New Mexico Educational Retirement Board | 12,200 | $852.0K | 0.04% | +800+7.0% | Added |
| Wedbush Securities Inc | 12,326 | $861.0K | 0.04% | −202−1.6% | Reduced |
| Axq Capital, LP | 12,400 | $866.0K | 0.30% | +12,400 | New |
| QRG Capital Management, Inc. | 12,544 | $876.1K | 0.02% | +12,544 | New |
| Fox Run Management, L.L.C. | 12,702 | $887.1K | 0.26% | +12,702 | New |
| Advisor Partners II, LLC | 12,759 | $891.1K | 0.04% | +361+2.9% | Added |
| Pathstone Family Office, LLC | 12,901 | $901.0K | 0.01% | +8,985+229.4% | Added |
| SG Americas Securities, LLC | 13,307 | $929.0K | 0.01% | −34,125−71.9% | Reduced |
| JustInvest LLC | 13,490 | $942.1K | 0.03% | −318−2.3% | Reduced |
| Echo Street Capital Management LLC | 13,530 | $944.9K | 0.01% | +13,530 | New |
| Coronation Fund Managers Ltd. | 13,534 | $945.2K | 0.03% | −1,297−8.7% | Reduced |
| Metis Global Partners, LLC | 13,771 | $961.8K | 0.05% | +1,157+9.2% | Added |
| Roundview Capital LLC | 13,978 | $976.2K | 0.10% | +13+0.1% | Added |
| ISAM Funds (UK) Ltd | 14,083 | $983.6K | 0.62% | +5,337+61.0% | Added |
| Strategic Wealth Partners, Ltd. | 14,372 | $1.00M | 0.13% | −1,432−9.1% | Reduced |
| Louisiana State Employees Retirement System | 14,600 | $1.02M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 14,793 | $1.03M | 0.00% | +371+2.6% | Added |
| Savant Capital, LLC | 14,960 | $1.04M | 0.02% | +1,797+13.7% | Added |
| Cim, LLC | 14,963 | $1.05M | 0.20% | +8+0.1% | Added |