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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −9,558−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −9,403−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,816−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −7,584−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,083−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,481−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Provident Wealth Management, LLC | 0 | $0 | 0.00% | −4,039−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |