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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 9,548 | $679.0K | 0.14% | 00.0% | Unchanged |
| JSF Financial, LLC | 9,542 | $678.5K | 0.24% | +7+0.1% | Added |
| American Century Companies Inc | 9,328 | $663.3K | 0.00% | −1,136−10.9% | Reduced |
| Fiduciary Trust Co | 9,317 | $662.5K | 0.01% | −8−0.1% | Reduced |
| Spouting Rock Asset Management, LLC | 9,290 | $660.6K | 0.24% | −7,071−43.2% | Reduced |
| Lindenwold Advisors | 9,080 | $645.7K | 0.37% | −251−2.7% | Reduced |
| Centennial Bank | 8,845 | $629.0K | 0.38% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,755 | $622.6K | 0.02% | +8,755 | New |
| Virtus ETF Advisers LLC | 8,750 | $622.2K | 0.39% | −1,739−16.6% | Reduced |
| Integrated Investment Consultants, LLC | 8,585 | $610.5K | 0.19% | +628+7.9% | Added |
| Capstone Investment Advisors, LLC | 8,569 | $609.3K | 0.01% | +2,888+50.8% | Added |
| Seven Eight Capital, LP | 8,514 | $605.4K | 0.07% | +3,091+57.0% | Added |
| SevenBridge Financial Group, LLC | 8,506 | $604.9K | 0.14% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,422 | $598.9K | 0.10% | +2,451+41.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,415 | $598.4K | 0.04% | −20−0.2% | Reduced |
| CIBC World Markets Inc. | 8,310 | $591.0K | 0.00% | −451−5.1% | Reduced |
| Vinva Investment Management Ltd | 8,322 | $590.2K | 0.04% | +2,404+40.6% | Added |
| Norinchukin Bank, The | 8,207 | $583.6K | 0.01% | −637−7.2% | Reduced |
| Simon Quick Advisors, LLC | 8,022 | $570.4K | 0.05% | −743−8.5% | Reduced |
| Financial Enhancement Group LLC | 7,620 | $567.5K | 0.10% | +738+10.7% | Added |
| Jackson Creek Investment Advisors LLC | 7,897 | $562.0K | 0.22% | −37−0.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,867 | $559.4K | 0.73% | −745−8.7% | Reduced |
| Wealthfront Advisers LLC | 7,813 | $555.6K | 0.00% | +262+3.5% | Added |
| Manchester Capital Management LLC | 7,781 | $553.3K | 0.07% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,728 | $549.4K | 0.00% | +1,844+31.3% | Added |
| Park Avenue Securities LLC | 7,622 | $542.0K | 0.01% | +2,626+52.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,597 | $540.2K | 0.57% | +7,597 | New |
| 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 |
| Northwestern Mutual Investment Management Company, LLC | 7,478 | $531.8K | 0.01% | +48+0.6% | Added |
| Handelsinvest Investeringsforvaltning | 7,431 | $528.0K | 0.22% | +7,431 | New |
| Kestra Advisory Services, LLC | 7,349 | $522.6K | 0.00% | +3,002+69.1% | Added |
| Holland Advisory Services, Inc. | 7,329 | $521.1K | 0.60% | −921−11.2% | Reduced |
| NFP Retirement, Inc. | 7,180 | $510.6K | 0.09% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 7,050 | $501.3K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,998 | $498.0K | 0.01% | +3,070+78.2% | Added |
| Jane Street Group, LLC | 6,965 | $495.3K | 0.00% | −81,554−92.1% | Reduced |
| Brookstone Capital Management | 6,917 | $491.9K | 0.01% | +36+0.5% | Added |
| Moors & Cabot, Inc. | 6,743 | $479.5K | 0.03% | −5−0.1% | Reduced |
| Ieq Capital, LLC | 6,525 | $464.0K | 0.01% | −940−12.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,522 | $463.8K | 0.03% | +602+10.2% | Added |
| Next Level Private LLC | 6,514 | $463.2K | 0.26% | −681−9.5% | Reduced |
| Inceptionr LLC | 6,443 | $458.2K | 0.33% | +6,443 | New |
| Xcel Wealth Management, LLC | 6,389 | $454.3K | 0.16% | +200+3.2% | Added |
| Legacy Capital Wealth Partners, LLC | 6,316 | $449.1K | 0.13% | +158+2.6% | Added |
| Gsa Capital Partners LLP | 6,232 | $443.0K | 0.04% | +6,232 | New |
| Hamilton Capital Partners Inc. | 6,136 | $436.3K | 0.09% | −334−5.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,993 | $426.2K | 0.01% | +1,189+24.8% | Added |
| We Are One Seven, LLC | 5,972 | $424.7K | 0.02% | +5,972 | New |
| Studio Investment Management LLC | 5,822 | $414.0K | 0.11% | −1,026−15.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,757 | $409.4K | 0.04% | +5,757 | New |
| Mayflower Financial Advisors, LLC | 5,755 | $409.2K | 0.06% | −9−0.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,733 | $407.7K | 0.17% | −572−9.1% | Reduced |
| Washington Trust Bank | 5,712 | $406.2K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,650 | $402.0K | 0.05% | −100−1.7% | Reduced |
| Boothbay Fund Management, LLC | 5,652 | $401.9K | 0.02% | −3,067−35.2% | Reduced |
| Qsemble Capital Management, LP | 5,600 | $398.2K | 0.10% | +5,600 | New |
| Vestcor Inc | 5,590 | $398.0K | 0.01% | −60−1.1% | Reduced |
| Fifth Third Bancorp | 5,539 | $393.9K | 0.00% | +236+4.5% | Added |
| Blueshift Asset Management, LLC | 5,525 | $392.9K | 0.21% | +5,525 | New |
| CWM, LLC | 5,428 | $386.0K | 0.00% | +564+11.6% | Added |
| Vontobel Holding Ltd. | 5,275 | $375.1K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,242 | $372.8K | 0.07% | +5,242 | New |
| Brown Advisory Inc | 5,199 | $369.7K | 0.00% | +942+22.1% | Added |
| Cipher Capital LP | 5,099 | $362.6K | 0.12% | +5,099 | New |
| Worldquant Millennium Advisors LLC | 5,081 | $361.3K | 0.01% | −22,026−81.3% | Reduced |
| Cadent Capital Advisors, LLC | 5,042 | $358.5K | 0.18% | +10.0% | Added |
| Forum Private Client Group LLC | 4,974 | $353.7K | 0.18% | +4,974 | New |
| Entropy Technologies, LP | 4,964 | $353.0K | 0.07% | +4,964 | New |
| Davenport & Co LLC | 4,936 | $351.0K | 0.00% | −95−1.9% | Reduced |
| Banco Santander, S.A. | 4,923 | $350.1K | 0.00% | +4,923 | New |
| HighPoint Advisor Group LLC | 4,055 | $348.0K | 0.02% | +4,055 | New |
| Global X Japan Co., Ltd. | 4,811 | $342.1K | 0.19% | +4,811 | New |
| Fidelis Capital Partners, LLC | 4,772 | $339.3K | 0.08% | +276+6.1% | Added |
| Edmond de Rothschild Holding S.A. | 4,740 | $337.1K | 0.01% | +4,740 | New |
| Wetherby Asset Management Inc | 4,735 | $336.7K | 0.02% | +81+1.7% | Added |
| Forum Financial Management, LP | 4,707 | $334.7K | 0.01% | −19−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 4,705 | $334.6K | 0.02% | +4,705 | New |
| Siemens Fonds Invest GmbH | 4,703 | $334.4K | 0.03% | +1,628+52.9% | Added |
| Golden State Equity Partners | 4,669 | $332.0K | 0.08% | +982+26.6% | Added |
| Checchi Capital Advisers, LLC | 4,646 | $330.4K | 0.03% | −115−2.4% | Reduced |
| GTS Securities LLC | 4,634 | $329.5K | 0.01% | +4,634 | New |
| Gateway Investment Advisers LLC | 4,611 | $327.9K | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 4,556 | $324.0K | 0.14% | −1,170−20.4% | Reduced |
| Suncoast Equity Management | 4,530 | $322.1K | 0.04% | +4,530 | New |
| River Wealth Advisors LLC | 4,488 | $319.1K | 0.05% | −271−5.7% | Reduced |
| FDx Advisors, Inc. | 4,436 | $315.0K | 0.02% | −6−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,417 | $314.1K | 0.03% | +571+14.8% | Added |
| Strategy Asset Managers LLC | 4,356 | $309.8K | 0.07% | −16−0.4% | Reduced |
| Diversified Trust Co | 4,353 | $309.5K | 0.01% | +84+2.0% | Added |
| Alps Advisors Inc | 4,352 | $309.5K | 0.00% | −248−5.4% | Reduced |
| Symmetry Partners, LLC | 4,318 | $306.0K | 0.02% | −1,997−31.6% | Reduced |
| Schechter Investment Advisors, LLC | 4,302 | $305.9K | 0.03% | −774−15.2% | Reduced |
| Alberta Investment Management Corp | 4,200 | $298.7K | 0.00% | 00.0% | Unchanged |
| FJ Investments, LLC | 4,102 | $291.7K | 0.01% | +4,102 | New |
| Stonebridge Capital Advisors LLC | 4,100 | $291.6K | 0.03% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,047 | $287.8K | 0.01% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,000 | $284.4K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,995 | $284.1K | 0.02% | −135−3.3% | Reduced |
| Radnor Capital Management, LLC | 4,000 | $284.0K | 0.05% | 00.0% | Unchanged |