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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
686
+62 vs. Q3 2023
Shares held
206.1M
+4.87M (+2.4%) vs. Q3 2023
Total value
$14.6B
+$532.0M (+3.8%) vs. Q3 2023
New holders
108
240 more added
Sold out
46
229 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 686 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ4 2023: $14.6B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2023.

Institutions holding BRO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$30.00%0New
SRS Capital Advisors, Inc.2$1430.00%00.0%Unchanged
First Pacific Financial3$2140.00%+3New
Bokf, NA4$2840.00%00.0%Unchanged
Raleigh Capital Management Inc.5$3560.00%+5New
Abound Wealth Management7$4980.00%00.0%Unchanged
Tennessee Valley Asset Management Partners8$5760.00%+8New
Wolff Wiese Magana LLC10$7120.00%00.0%Unchanged
Sachetta, LLC11$7830.00%+11New
Dunhill Financial, LLC14$9970.00%+14New
Financial Management Professionals, Inc.14$1.00K0.00%00.0%Unchanged
Avion Wealth14$1.00K0.00%−10−41.7%Reduced
Valley National Advisers Inc25$1.00K0.00%+25New
Thompson Siegel & Walmsley LLC20$1.00K0.00%+20New
Beacon Capital Management, LLC15$1.06K0.00%00.0%Unchanged
DT Investment Partners, LLC15$1.18K0.00%00.0%Unchanged
Assetmark, Inc17$1.21K0.00%+17New
Live Oak Investment Partners–$1.28K0.00%––
Newbridge Financial Services Group, Inc.20$1.42K0.00%+20New
Bell Investment Advisors, Inc20$1.42K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC24$1.71K0.00%00.0%Unchanged
Venturi Wealth Management, LLC26$1.85K0.00%+11+73.3%Added
Rakuten Securities, Inc.26$1.85K0.00%+26New
Bruce G. Allen Investments, LLC27$1.92K0.00%+27New
Psagot Value Holdings Ltd. / (Israel)35$2.00K0.00%00.0%Unchanged
Fairman Group, LLC29$2.06K0.00%+29New
Harbour Investments, Inc.30$2.13K0.00%+26+650.0%Added
Rothschild Investment LLC30$2.13K0.00%+30New
Sunbelt Securities, Inc.32$2.28K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.32$2.28K0.00%+32New
Turtle Creek Wealth Advisors, LLC33$2.35K0.00%+33New
Colonial Trust Co35$2.48K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC35$2.49K0.00%00.0%Unchanged
Raffa Wealth Management, LLC36$2.56K0.00%00.0%Unchanged
Tucker Asset Management LLC36$2.56K0.00%00.0%Unchanged
SJS Investment Consulting Inc.37$2.63K0.00%−1−2.6%Reduced
Ibex Wealth Advisors37$2.64K0.57%+37New
AdvisorNet Financial, Inc41$2.92K0.00%+41New
Neo Ivy Capital Management38$3.00K0.01%−8,990−99.6%Reduced
Private Wealth Management Group, LLC43$3.06K0.00%+43New
JDM Financial Group LLC45$3.20K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC46$3.27K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.48$3.41K0.00%00.0%Unchanged
MV Capital Management, Inc.48$3.41K0.00%+1+2.1%Added
Bellevue Asset Management, LLC51$3.63K0.00%+2+4.1%Added
First Financial Corp54$3.84K0.00%00.0%Unchanged
City State Bank54$4.00K0.00%00.0%Unchanged
Central Trust Co57$4.05K0.00%−56−49.6%Reduced
Versant Capital Management, Inc60$4.27K0.00%00.0%Unchanged
Zions Bancorporation, N.A.76$5.40K0.00%00.0%Unchanged
Hexagon Capital Partners LLC79$5.62K0.00%+11+16.2%Added
Key Financial Inc84$5.97K0.00%00.0%Unchanged
Arlington Trust Co LLC87$6.19K0.00%+87New
Rockbridge Investment Management, LCC88$6.26K0.00%+88New
Duncker Streett & Co Inc93$6.61K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$7.11K0.00%00.0%Unchanged
GW&K Investment Management, LLC110$8.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd111$8.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc115$8.18K0.00%00.0%Unchanged
Glassman Wealth Services121$8.60K0.00%+6+5.2%Added
Rocky Mountain Advisers, LLC136$9.67K0.00%00.0%Unchanged
Tfo-TDC, LLC136$9.67K0.00%00.0%Unchanged
Red Tortoise LLC147$10.5K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC150$10.7K0.00%−2−1.3%Reduced
Frazier Financial Advisors, LLC150$10.7K0.01%+150New
EverSource Wealth Advisors, LLC165$11.7K0.00%+5+3.1%Added
LGT Financial Advisors LLC188$13.4K0.02%00.0%Unchanged
DSM Capital Partners LLC196$13.9K0.00%+196New
Capital Advisors, Ltd. LLC195$14.0K0.00%00.0%Unchanged
Piscataqua Savings Bank204$14.5K0.01%00.0%Unchanged
Operose Advisors LLC217$15.4K0.01%00.0%Unchanged
Ancora Advisors, LLC220$15.6K0.00%00.0%Unchanged
Lindbrook Capital, LLC246$17.5K0.00%+133+117.7%Added
Delta Asset Management LLC250$17.8K0.00%00.0%Unchanged
JJJ Advisors Inc.258$18.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.275$19.0K0.00%+96+53.6%Added
Quadrant Capital Group LLC289$20.6K0.00%+10+3.6%Added
ORG Partners LLC300$21.4K0.00%−7,658−96.2%Reduced
TD Private Client Wealth LLC337$24.0K0.00%−23−6.4%Reduced
Larson Financial Group LLC343$24.4K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.384$27.1K0.00%+108+39.1%Added
TFC Financial Management386$27.4K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC399$28.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc400$28.4K0.00%00.0%Unchanged
Fortitude Family Office, LLC433$30.8K0.02%+433New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC468$33.3K0.00%−238−33.7%Reduced
Ogorek Anthony Joseph504$35.0K0.01%00.0%Unchanged
PSI Advisors, LLC498$35.4K0.01%00.0%Unchanged
Asset Dedication, LLC506$36.0K0.00%00.0%Unchanged
Park Place Capital Corp509$36.2K0.01%+318+166.5%Added
Castleview Partners, LLC520$37.0K0.03%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt548$39.0K0.00%+348+174.0%Added
Proequities, Inc.565$40.2K0.00%+546+2,873.7%Added
Allworth Financial LP582$41.4K0.00%−72−11.0%Reduced
Rakuten Investment Management, Inc.588$41.7K0.00%+588New
GPS Wealth Strategies Group, LLC589$41.9K0.01%00.0%Unchanged
Mendota Financial Group, LLC590$42.0K0.03%+590New
Parkside Financial Bank & Trust634$45.1K0.01%−103−14.0%Reduced
Quent Capital, LLC647$46.0K0.01%00.0%Unchanged