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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 4,488 | $319.1K | 0.05% | −271−5.7% | Reduced |
| Suncoast Equity Management | 4,530 | $322.1K | 0.04% | +4,530 | New |
| Somerset Trust Co | 4,556 | $324.0K | 0.14% | −1,170−20.4% | Reduced |
| Gateway Investment Advisers LLC | 4,611 | $327.9K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 4,634 | $329.5K | 0.01% | +4,634 | New |
| Checchi Capital Advisers, LLC | 4,646 | $330.4K | 0.03% | −115−2.4% | Reduced |
| Golden State Equity Partners | 4,669 | $332.0K | 0.08% | +982+26.6% | Added |
| Siemens Fonds Invest GmbH | 4,703 | $334.4K | 0.03% | +1,628+52.9% | Added |
| Concurrent Investment Advisors, LLC | 4,705 | $334.6K | 0.02% | +4,705 | New |
| Forum Financial Management, LP | 4,707 | $334.7K | 0.01% | −19−0.4% | Reduced |
| Wetherby Asset Management Inc | 4,735 | $336.7K | 0.02% | +81+1.7% | Added |
| Edmond de Rothschild Holding S.A. | 4,740 | $337.1K | 0.01% | +4,740 | New |
| Fidelis Capital Partners, LLC | 4,772 | $339.3K | 0.08% | +276+6.1% | Added |
| Global X Japan Co., Ltd. | 4,811 | $342.1K | 0.19% | +4,811 | New |
| HighPoint Advisor Group LLC | 4,055 | $348.0K | 0.02% | +4,055 | New |
| Banco Santander, S.A. | 4,923 | $350.1K | 0.00% | +4,923 | New |
| Davenport & Co LLC | 4,936 | $351.0K | 0.00% | −95−1.9% | Reduced |
| Entropy Technologies, LP | 4,964 | $353.0K | 0.07% | +4,964 | New |
| Forum Private Client Group LLC | 4,974 | $353.7K | 0.18% | +4,974 | New |
| Cadent Capital Advisors, LLC | 5,042 | $358.5K | 0.18% | +10.0% | Added |
| Worldquant Millennium Advisors LLC | 5,081 | $361.3K | 0.01% | −22,026−81.3% | Reduced |
| Cipher Capital LP | 5,099 | $362.6K | 0.12% | +5,099 | New |
| Brown Advisory Inc | 5,199 | $369.7K | 0.00% | +942+22.1% | Added |
| Portside Wealth Group, LLC | 5,242 | $372.8K | 0.07% | +5,242 | New |
| Vontobel Holding Ltd. | 5,275 | $375.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,428 | $386.0K | 0.00% | +564+11.6% | Added |
| Blueshift Asset Management, LLC | 5,525 | $392.9K | 0.21% | +5,525 | New |
| Fifth Third Bancorp | 5,539 | $393.9K | 0.00% | +236+4.5% | Added |
| Vestcor Inc | 5,590 | $398.0K | 0.01% | −60−1.1% | Reduced |
| Qsemble Capital Management, LP | 5,600 | $398.2K | 0.10% | +5,600 | New |
| Boothbay Fund Management, LLC | 5,652 | $401.9K | 0.02% | −3,067−35.2% | Reduced |
| SlateStone Wealth, LLC | 5,650 | $402.0K | 0.05% | −100−1.7% | Reduced |
| Washington Trust Bank | 5,712 | $406.2K | 0.04% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,733 | $407.7K | 0.17% | −572−9.1% | Reduced |
| Mayflower Financial Advisors, LLC | 5,755 | $409.2K | 0.06% | −9−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,757 | $409.4K | 0.04% | +5,757 | New |
| Studio Investment Management LLC | 5,822 | $414.0K | 0.11% | −1,026−15.0% | Reduced |
| We Are One Seven, LLC | 5,972 | $424.7K | 0.02% | +5,972 | New |
| B. Metzler seel. Sohn & Co. AG | 5,993 | $426.2K | 0.01% | +1,189+24.8% | Added |
| Hamilton Capital Partners Inc. | 6,136 | $436.3K | 0.09% | −334−5.2% | Reduced |
| Gsa Capital Partners LLP | 6,232 | $443.0K | 0.04% | +6,232 | New |
| Legacy Capital Wealth Partners, LLC | 6,316 | $449.1K | 0.13% | +158+2.6% | Added |
| Xcel Wealth Management, LLC | 6,389 | $454.3K | 0.16% | +200+3.2% | Added |
| Inceptionr LLC | 6,443 | $458.2K | 0.33% | +6,443 | New |
| Next Level Private LLC | 6,514 | $463.2K | 0.26% | −681−9.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,522 | $463.8K | 0.03% | +602+10.2% | Added |
| Ieq Capital, LLC | 6,525 | $464.0K | 0.01% | −940−12.6% | Reduced |
| Moors & Cabot, Inc. | 6,743 | $479.5K | 0.03% | −5−0.1% | Reduced |
| Brookstone Capital Management | 6,917 | $491.9K | 0.01% | +36+0.5% | Added |
| Jane Street Group, LLC | 6,965 | $495.3K | 0.00% | −81,554−92.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,998 | $498.0K | 0.01% | +3,070+78.2% | Added |
| Cannell Peter B & Co Inc | 7,050 | $501.3K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 7,180 | $510.6K | 0.09% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,329 | $521.1K | 0.60% | −921−11.2% | Reduced |
| Kestra Advisory Services, LLC | 7,349 | $522.6K | 0.00% | +3,002+69.1% | Added |
| Handelsinvest Investeringsforvaltning | 7,431 | $528.0K | 0.22% | +7,431 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,478 | $531.8K | 0.01% | +48+0.6% | Added |
| Hyperion Capital Advisors LP | 7,500 | $533.3K | 0.29% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 7,500 | $533.3K | 0.01% | +7,500 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,597 | $540.2K | 0.57% | +7,597 | New |
| Park Avenue Securities LLC | 7,622 | $542.0K | 0.01% | +2,626+52.6% | Added |
| Macquarie Group Ltd | 7,728 | $549.4K | 0.00% | +1,844+31.3% | Added |
| Manchester Capital Management LLC | 7,781 | $553.3K | 0.07% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,813 | $555.6K | 0.00% | +262+3.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 7,867 | $559.4K | 0.73% | −745−8.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,897 | $562.0K | 0.22% | −37−0.5% | Reduced |
| Financial Enhancement Group LLC | 7,620 | $567.5K | 0.10% | +738+10.7% | Added |
| Simon Quick Advisors, LLC | 8,022 | $570.4K | 0.05% | −743−8.5% | Reduced |
| Norinchukin Bank, The | 8,207 | $583.6K | 0.01% | −637−7.2% | Reduced |
| Vinva Investment Management Ltd | 8,322 | $590.2K | 0.04% | +2,404+40.6% | Added |
| CIBC World Markets Inc. | 8,310 | $591.0K | 0.00% | −451−5.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,415 | $598.4K | 0.04% | −20−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,422 | $598.9K | 0.10% | +2,451+41.0% | Added |
| SevenBridge Financial Group, LLC | 8,506 | $604.9K | 0.14% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 8,514 | $605.4K | 0.07% | +3,091+57.0% | Added |
| Capstone Investment Advisors, LLC | 8,569 | $609.3K | 0.01% | +2,888+50.8% | Added |
| Integrated Investment Consultants, LLC | 8,585 | $610.5K | 0.19% | +628+7.9% | Added |
| Virtus ETF Advisers LLC | 8,750 | $622.2K | 0.39% | −1,739−16.6% | Reduced |
| Principal Securities, Inc. | 8,755 | $622.6K | 0.02% | +8,755 | New |
| Centennial Bank | 8,845 | $629.0K | 0.38% | 00.0% | Unchanged |
| Lindenwold Advisors | 9,080 | $645.7K | 0.37% | −251−2.7% | Reduced |
| Spouting Rock Asset Management, LLC | 9,290 | $660.6K | 0.24% | −7,071−43.2% | Reduced |
| Fiduciary Trust Co | 9,317 | $662.5K | 0.01% | −8−0.1% | Reduced |
| American Century Companies Inc | 9,328 | $663.3K | 0.00% | −1,136−10.9% | Reduced |
| JSF Financial, LLC | 9,542 | $678.5K | 0.24% | +7+0.1% | Added |
| Occidental Asset Management, LLC | 9,548 | $679.0K | 0.14% | 00.0% | Unchanged |
| Point72 Middle East FZE | 9,612 | $683.5K | 0.05% | −9,161−48.8% | Reduced |
| Metropolitan Life Insurance Co | 9,614 | $683.7K | 0.03% | −125−1.3% | Reduced |
| Glenview Trust Co | 9,660 | $686.9K | 0.02% | −663−6.4% | Reduced |
| Swiss Life Asset Management Ltd | 9,654 | $687.2K | 0.01% | −27,963−74.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,679 | $688.3K | 0.00% | −1,404−12.7% | Reduced |
| Resonant Capital Advisors, LLC | 9,770 | $694.7K | 0.07% | −1,925−16.5% | Reduced |
| Commerce Bank | 9,845 | $700.1K | 0.00% | −1,075−9.8% | Reduced |
| E. Ohman J:or Asset Management AB | 9,900 | $704.0K | 0.03% | −1,400−12.4% | Reduced |
| EP Wealth Advisors, LLC | 10,050 | $714.7K | 0.01% | +4,094+68.7% | Added |
| Keeley-Teton Advisors, LLC | 10,200 | $725.3K | 0.09% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 10,287 | $731.5K | 0.11% | −230−2.2% | Reduced |
| Claro Advisors LLC | 10,333 | $734.8K | 0.16% | +368+3.7% | Added |
| M&T Bank Corp | 10,347 | $735.8K | 0.00% | +1,643+18.9% | Added |
| Integrated Wealth Concepts LLC | 10,371 | $737.5K | 0.01% | −636−5.8% | Reduced |