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, Q1 2024
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2024. 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
- 718
- +40 vs. Q4 2023
- Shares held
- 206.5M
- +666.9K (+0.3%) vs. Q4 2023
- Total value
- $18.0B
- +$3.43B (+23.4%) vs. Q4 2023
- New holders
- 99
- 272 more added
- Sold out
- 59
- 232 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $88 | 0.00% | −25−96.2% | Reduced |
| WestEnd Advisors, LLC | 1 | $88 | 0.00% | +1 | New |
| First Pacific Financial | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $263 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 4 | $379 | 0.00% | +4 | New |
| Bokf, NA | 6 | $518 | 0.00% | +2+50.0% | Added |
| Abound Wealth Management | 7 | $613 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $783 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $876 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $963 | 0.00% | +11 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | −5−20.0% | Reduced |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.46K | 0.00% | +3+21.4% | Added |
| Group One Trading, L.P. | 19 | $1.66K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $1.75K | 0.00% | +18+900.0% | Added |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $2.01K | 0.00% | +23 | New |
| Trifecta Capital Advisors, LLC | 24 | $2.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.36K | 0.00% | −14−34.1% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $2.36K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 29 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $2.63K | 0.00% | +25+500.0% | Added |
| Sunbelt Securities, Inc. | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 33 | $2.89K | 0.00% | +33 | New |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $3.00K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $3.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $3.77K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 44 | $3.85K | 0.00% | +44 | New |
| JDM Financial Group LLC | 45 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $3.94K | 0.00% | +15+50.0% | Added |
| Prestige Wealth Management Group LLC | 46 | $4.03K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 48 | $4.20K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $4.38K | 0.00% | +2+4.2% | Added |
| Bellevue Asset Management, LLC | 51 | $4.46K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 53 | $4.64K | 0.00% | +53 | New |
| First Financial Corp | 54 | $4.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 54 | $4.73K | 0.00% | +28+107.7% | Added |
| Fortitude Family Office, LLC | 57 | $4.99K | 0.00% | −376−86.8% | Reduced |
| Central Trust Co | 57 | $4.99K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $5.25K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 69 | $6.04K | 0.00% | +69 | New |
| Zions Bancorporation, N.A. | 76 | $6.65K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $7.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 84 | $7.35K | 0.00% | +84 | New |
| Arlington Trust Co LLC | 87 | $7.62K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 93 | $8.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 94 | $8.23K | 0.00% | +94 | New |
| HHM Wealth Advisors, LLC | 100 | $8.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 102 | $8.93K | 0.00% | +23+29.1% | Added |
| Farmers & Merchants Investments Inc | 115 | $10.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 116 | $10.1K | 0.00% | +116 | New |
| Redmont Wealth Advisors LLC | 123 | $10.8K | 0.01% | +123 | New |
| Jones Financial Companies LLLP | 132 | $11.6K | 0.00% | +132 | New |
| Rocky Mountain Advisers, LLC | 136 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 136 | $11.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 140 | $12.3K | 0.00% | +140 | New |
| Red Tortoise LLC | 147 | $12.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $13.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 151 | $13.2K | 0.00% | +151 | New |
| Rise Advisors, LLC | 158 | $13.8K | 0.01% | +158 | New |
| EverSource Wealth Advisors, LLC | 185 | $15.1K | 0.00% | +20+12.1% | Added |
| LGT Financial Advisors LLC | 188 | $16.5K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 198 | $17.0K | 0.00% | +88+80.0% | Added |
| Piscataqua Savings Bank | 204 | $17.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 200 | $18.0K | 0.01% | −572−74.1% | Reduced |
| Capital Advisors, Ltd. LLC | 205 | $18.0K | 0.00% | +10+5.1% | Added |
| Operose Advisors LLC | 217 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $19.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 221 | $19.3K | 0.00% | −25−10.2% | Reduced |
| Ronald Blue Trust, Inc. | 227 | $19.9K | 0.00% | −48−17.5% | Reduced |
| Delta Asset Management LLC | 250 | $21.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 258 | $22.6K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 299 | $26.2K | 0.00% | +103+52.6% | Added |
| Larson Financial Group LLC | 321 | $28.1K | 0.00% | −22−6.4% | Reduced |
| TD Private Client Wealth LLC | 322 | $28.2K | 0.00% | −15−4.5% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $28.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 344 | $30.1K | 0.00% | +55+19.0% | Added |
| Headlands Technologies LLC | 360 | $31.5K | 0.01% | +360 | New |
| TFC Financial Management | 387 | $33.9K | 0.01% | +1+0.3% | Added |
| Beaird Harris Wealth Management, LLC | 399 | $34.9K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 409 | $35.8K | 0.00% | +409 | New |
| TD Waterhouse Canada Inc. | 424 | $36.3K | 0.00% | +40+10.4% | Added |
| First PREMIER Bank | 457 | $40.0K | 0.01% | +457 | New |
| PSI Advisors, LLC | 498 | $43.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 506 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $44.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 509 | $44.6K | 0.03% | +509 | New |
| Advisors Asset Management, Inc. | 517 | $45.3K | 0.00% | −312−37.6% | Reduced |
| Castleview Partners, LLC | 520 | $45.5K | 0.03% | 00.0% | Unchanged |