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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 2,997 | $209.3K | 0.00% | +2,997 | New |
| Moody National Bank Trust Division | 2,982 | $208.3K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 2,976 | $207.8K | 0.02% | +2,976 | New |
| Journey Strategic Wealth LLC | 2,972 | $207.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,931 | $204.7K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,926 | $204.4K | 0.01% | −47−1.6% | Reduced |
| Bridgefront Capital, LLC | 2,915 | $203.6K | 0.14% | +2,915 | New |
| Smithfield Trust Co | 2,811 | $197.0K | 0.01% | +89+3.3% | Added |
| V-Square Quantitative Management LLC | 2,650 | $185.1K | 0.08% | +2,650 | New |
| Kapitalo Investimentos Ltda | 2,569 | $179.4K | 0.02% | −3,388−56.9% | Reduced |
| Tobam | 2,551 | $178.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,563 | $177.0K | 0.00% | −592−18.8% | Reduced |
| NBC Securities, Inc. | 2,314 | $161.0K | 0.02% | +2,314 | New |
| Credit Agricole S A | 2,213 | $154.6K | 0.00% | +2,213 | New |
| Tradition Wealth Management, LLC | 1,971 | $138.0K | 0.02% | +4+0.2% | Added |
| Column Capital Advisors, LLC | 1,917 | $133.9K | 0.02% | +16+0.8% | Added |
| Carmel Capital Partners, LLC | 1,912 | $133.5K | 0.06% | −1,250−39.5% | Reduced |
| State of Wyoming | 1,879 | $131.2K | 0.03% | +1,461+349.5% | Added |
| Benjamin Edwards Inc | 1,778 | $124.0K | 0.03% | −47−2.6% | Reduced |
| UniSuper Management Pty Ltd | 1,700 | $118.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,690 | $118.0K | 0.01% | +1,690 | New |
| Farther Finance Advisors, LLC | 1,665 | $116.3K | 0.02% | +119+7.7% | Added |
| IFP Advisors, Inc | 1,645 | $114.9K | 0.01% | −1,931−54.0% | Reduced |
| Parallel Advisors, LLC | 1,630 | $113.9K | 0.00% | +29+1.8% | Added |
| Headlands Technologies LLC | 1,554 | $108.5K | 0.05% | +328+26.8% | Added |
| Signaturefd, LLC | 1,512 | $105.6K | 0.00% | +23+1.5% | Added |
| Trust Co of Vermont | 1,401 | $97.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,368 | $96.0K | 0.05% | −155−10.2% | Reduced |
| 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 |
| Annapolis Financial Services, LLC | 1,236 | $86.3K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,225 | $85.6K | 0.00% | −379−23.6% | Reduced |
| Atticus Wealth Management, LLC | 1,170 | $81.7K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,135 | $79.3K | 0.00% | +3+0.3% | Added |
| Montag A & Associates Inc | 980 | $68.4K | 0.00% | −397−28.8% | Reduced |
| Desjardins Global Asset Management Inc. | 949 | $66.3K | 0.01% | −449−32.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 847 | $59.2K | 0.03% | +847 | New |
| Cary Street Partner Investment Advisory LLC | 840 | $58.7K | 0.00% | −75−8.2% | Reduced |
| First Horizon Advisors, Inc. | 821 | $57.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 807 | $56.4K | 0.04% | +807 | New |
| West Tower Group, LLC | 798 | $55.7K | 0.03% | +410+105.7% | Added |
| Covestor Ltd | 770 | $54.0K | 0.04% | −7−0.9% | Reduced |
| Global Retirement Partners, LLC | 758 | $53.3K | 0.00% | +208+37.8% | Added |
| Huntington National Bank | 752 | $52.5K | 0.00% | +100+15.3% | Added |
| Parkside Financial Bank & Trust | 737 | $51.5K | 0.01% | +26+3.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 720 | $50.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 706 | $49.3K | 0.00% | −80−10.2% | Reduced |
| Caldwell Trust Co | 676 | $47.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $46.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 654 | $45.7K | 0.00% | −140−17.6% | Reduced |
| Quent Capital, LLC | 647 | $45.2K | 0.01% | +51+8.6% | Added |
| Massmutual Trust Co FSB | 639 | $44.6K | 0.00% | +109+20.6% | Added |
| GeoWealth Management, LLC | 609 | $43.0K | 0.00% | −8,519−93.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 589 | $41.1K | 0.01% | +354+150.6% | Added |
| Castleview Partners, LLC | 520 | $36.3K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 506 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $35.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 498 | $34.8K | 0.02% | −21−4.0% | Reduced |
| PEAK6 Investments LLC | 490 | $34.2K | 0.00% | +490 | New |
| Armstrong Advisory Group, Inc | 400 | $27.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $27.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 386 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 360 | $25.1K | 0.00% | +21+6.2% | Added |
| Larson Financial Group LLC | 343 | $24.0K | 0.00% | −4,481−92.9% | Reduced |
| Quadrant Capital Group LLC | 279 | $19.5K | 0.00% | −3−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 276 | $19.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 270 | $18.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 258 | $18.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 219 | $15.3K | 0.01% | +27+14.1% | Added |
| Operose Advisors LLC | 217 | $15.2K | 0.01% | +217 | New |
| Piscataqua Savings Bank | 204 | $14.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 191 | $13.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 188 | $13.1K | 0.02% | +188 | New |
| Ronald Blue Trust, Inc. | 179 | $13.0K | 0.00% | +176+5,866.7% | Added |
| EverSource Wealth Advisors, LLC | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 152 | $10.6K | 0.00% | +7+4.8% | Added |
| Red Tortoise LLC | 147 | $10.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $9.50K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 136 | $9.36K | 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 |
| 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 |
| Lindbrook Capital, LLC | 113 | $7.89K | 0.00% | +11+10.8% | Added |
| Central Trust Co | 113 | $7.89K | 0.00% | +56+98.2% | Added |
| Steward Financial Group LLC | 111 | $7.00K | 0.00% | +111 | New |
| HHM Wealth Advisors, LLC | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 93 | $6.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $5.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 68 | $4.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 62 | $4.33K | 0.00% | +1+1.6% | Added |
| Versant Capital Management, Inc | 60 | $4.19K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 54 | $3.77K | 0.00% | 00.0% | Unchanged |