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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 668 | $47.5K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $48.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 687 | $48.9K | 0.00% | −65−8.6% | Reduced |
| Massmutual Trust Co FSB | 710 | $50.5K | 0.00% | +71+11.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 720 | $51.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 756 | $53.8K | 0.03% | +756 | New |
| Covestor Ltd | 772 | $55.0K | 0.04% | +2+0.3% | Added |
| GeoWealth Management, LLC | 804 | $57.0K | 0.00% | +195+32.0% | Added |
| Orion Capital Management LLC | 807 | $57.4K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 829 | $59.0K | 0.00% | −396−32.3% | Reduced |
| Global Retirement Partners, LLC | 798 | $59.5K | 0.00% | +40+5.3% | Added |
| Tobam | 842 | $60.0K | 0.01% | −1,709−67.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 848 | $60.3K | 0.03% | +1+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 860 | $61.2K | 0.01% | +860 | New |
| Desjardins Global Asset Management Inc. | 962 | $68.4K | 0.01% | +13+1.4% | Added |
| Montag A & Associates Inc | 980 | $69.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,008 | $71.7K | 0.00% | +187+22.8% | Added |
| West Tower Group, LLC | 1,037 | $73.7K | 0.15% | +239+29.9% | Added |
| Atticus Wealth Management, LLC | 1,170 | $83.2K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,200 | $85.3K | 0.02% | −36−2.9% | Reduced |
| Spire Wealth Management | 1,148 | $85.9K | 0.00% | +13+1.1% | Added |
| Sentry Investment Management LLC | 1,235 | $88.0K | 0.04% | −133−9.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,250 | $88.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $88.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,363 | $96.9K | 0.00% | −282−17.1% | Reduced |
| Trust Co of Vermont | 1,401 | $99.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,596 | $113.5K | 0.00% | +84+5.6% | Added |
| Farther Finance Advisors, LLC | 1,662 | $118.2K | 0.01% | −3−0.2% | Reduced |
| Parallel Advisors, LLC | 1,677 | $119.2K | 0.00% | +47+2.9% | Added |
| Benjamin Edwards Inc | 1,781 | $127.0K | 0.03% | +3+0.2% | Added |
| State of Wyoming | 1,893 | $134.6K | 0.03% | +14+0.7% | Added |
| Tradition Wealth Management, LLC | 1,974 | $140.0K | 0.01% | +3+0.2% | Added |
| Kapitalo Investimentos Ltda | 2,106 | $149.8K | 0.03% | −463−18.0% | Reduced |
| Penserra Capital Management LLC | 2,149 | $151.0K | 0.00% | −414−16.2% | Reduced |
| Smithfield Trust Co | 2,161 | $154.0K | 0.01% | −650−23.1% | Reduced |
| NBC Securities, Inc. | 2,314 | $164.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,397 | $170.5K | 0.00% | +2,397 | New |
| GAMMA Investing LLC | 2,378 | $184.4K | 0.05% | +2,378 | New |
| UniSuper Management Pty Ltd | 2,596 | $184.6K | 0.00% | +896+52.7% | Added |
| V-Square Quantitative Management LLC | 2,650 | $188.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,798 | $199.0K | 0.00% | −1,395−33.3% | Reduced |
| Virtus Investment Advisers, Inc. | 2,900 | $206.2K | 0.15% | +2,900 | New |
| Lido Advisors, LLC | 2,914 | $207.2K | 0.00% | −28,340−90.7% | Reduced |
| Empowered Funds, LLC | 2,938 | $208.9K | 0.01% | −230−7.3% | Reduced |
| Canandaigua National Bank & Trust Co | 2,939 | $209.0K | 0.03% | +2,939 | New |
| PEAK6 Investments LLC | 2,971 | $211.3K | 0.01% | +2,481+506.3% | Added |
| Journey Strategic Wealth LLC | 2,972 | $211.3K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,027 | $215.3K | 0.17% | +3,027 | New |
| GYL Financial Synergies, LLC | 3,037 | $216.0K | 0.02% | +3,037 | New |
| Kingsview Wealth Management, LLC | 3,052 | $217.1K | 0.01% | −33−1.1% | Reduced |
| Private Trust Co NA | 3,054 | $217.2K | 0.03% | +123+4.2% | Added |
| MSH Capital Advisors LLC | 3,060 | $217.6K | 0.08% | +5+0.2% | Added |
| Profund Advisors LLC | 3,061 | $217.7K | 0.01% | +3,061 | New |
| Foundry Partners, LLC | 3,071 | $218.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,080 | $219.0K | 0.03% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 3,158 | $224.6K | 0.11% | +3,158 | New |
| Carmel Capital Partners, LLC | 3,162 | $224.8K | 0.11% | +1,250+65.4% | Added |
| CWS Financial Advisors, LLC | 3,181 | $226.2K | 0.08% | −983−23.6% | Reduced |
| Brinker Capital Investments, LLC | 3,176 | $229.3K | 0.00% | +3,176 | New |
| Orion Portfolio Solutions, LLC | 3,176 | $229.3K | 0.00% | +3,176 | New |
| Revisor Wealth Management LLC | 3,236 | $230.1K | 0.26% | −877−21.3% | Reduced |
| Wolverine Trading, LLC | 3,253 | $231.3K | 0.00% | +3,253 | New |
| NEOS Investment Management LLC | 3,261 | $231.9K | 0.02% | +3,261 | New |
| Ballentine Partners, LLC | 3,296 | $234.4K | 0.00% | +3,296 | New |
| Moneta Group Investment Advisors LLC | 3,318 | $235.9K | 0.00% | +3,318 | New |
| United Capital Financial Advisers, LLC | 3,330 | $236.8K | 0.00% | +3,330 | New |
| Horizon Investments, LLC | 3,339 | $237.0K | 0.01% | −263−7.3% | Reduced |
| Cetera Investment Advisers | 3,376 | $240.1K | 0.00% | +3,376 | New |
| Legacy Wealth Asset Management, LLC | 3,379 | $240.3K | 0.08% | +3,379 | New |
| Darwin Advisors, LLC | 3,400 | $241.8K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,520 | $250.3K | 0.00% | +3,520 | New |
| HB Wealth Management, LLC | 3,526 | $250.7K | 0.00% | +529+17.7% | Added |
| W.H. Cornerstone Investments Inc. | 3,531 | $251.0K | 0.20% | +6+0.2% | Added |
| CWA Asset Management Group, LLC | 3,604 | $256.3K | 0.02% | +3,604 | New |
| Mattern Wealth Management LLC | 3,620 | $257.4K | 0.07% | −46−1.3% | Reduced |
| Norden Group LLC | 3,630 | $258.1K | 0.05% | +3,630 | New |
| Brevan Howard Capital Management LP | 3,656 | $260.0K | 0.03% | +3,656 | New |
| Smith Shellnut Wilson LLC | 3,687 | $262.2K | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 3,741 | $266.0K | 0.00% | −269−6.7% | Reduced |
| iA Global Asset Management Inc. | 3,754 | $267.0K | 0.01% | +101+2.8% | Added |
| Summit Financial, LLC | 3,760 | $267.4K | 0.02% | +365+10.8% | Added |
| Buckingham Strategic Wealth, LLC | 3,843 | $273.3K | 0.00% | −971−20.2% | Reduced |
| Veriti Management LLC | 3,849 | $273.7K | 0.02% | +325+9.2% | Added |
| Alliance Wealth Advisors, LLC | 3,908 | $277.9K | 0.09% | +3,908 | New |
| Avantax Advisory Services, Inc. | 3,936 | $279.9K | 0.00% | +3,936 | New |
| DoubleLine ETF Adviser LP | 3,945 | $280.5K | 0.08% | +320+8.8% | Added |
| Radnor Capital Management, LLC | 4,000 | $284.0K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,995 | $284.1K | 0.02% | −135−3.3% | Reduced |
| Means Investment Co., Inc. | 4,000 | $284.4K | 0.04% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,047 | $287.8K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,100 | $291.6K | 0.03% | 00.0% | Unchanged |
| FJ Investments, LLC | 4,102 | $291.7K | 0.01% | +4,102 | New |
| Alberta Investment Management Corp | 4,200 | $298.7K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,302 | $305.9K | 0.03% | −774−15.2% | Reduced |
| Symmetry Partners, LLC | 4,318 | $306.0K | 0.02% | −1,997−31.6% | Reduced |
| Alps Advisors Inc | 4,352 | $309.5K | 0.00% | −248−5.4% | Reduced |
| Diversified Trust Co | 4,353 | $309.5K | 0.01% | +84+2.0% | Added |
| Strategy Asset Managers LLC | 4,356 | $309.8K | 0.07% | −16−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,417 | $314.1K | 0.03% | +571+14.8% | Added |
| FDx Advisors, Inc. | 4,436 | $315.0K | 0.02% | −6−0.1% | Reduced |