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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 548 | $47.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 589 | $51.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $52.5K | 0.01% | +600 | New |
| Continuum Advisory, LLC | 625 | $53.5K | 0.01% | +625 | New |
| Proequities, Inc. | 618 | $54.1K | 0.00% | +53+9.4% | Added |
| ORG Partners LLC | 633 | $54.6K | 0.10% | +333+111.0% | Added |
| Allworth Financial LP | 627 | $54.9K | 0.00% | +45+7.7% | Added |
| Quent Capital, LLC | 647 | $56.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $58.5K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $59.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 715 | $62.6K | 0.00% | +5+0.7% | Added |
| Raffa Wealth Management, LLC | 723 | $63.3K | 0.02% | +687+1,908.3% | Added |
| Parkside Financial Bank & Trust | 793 | $69.4K | 0.01% | +159+25.1% | Added |
| Orion Capital Management LLC | 807 | $70.6K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 820 | $71.8K | 0.00% | −543−39.8% | Reduced |
| Tobam | 842 | $74.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $74.4K | 0.03% | +2+0.2% | Added |
| Montag A & Associates Inc | 980 | $85.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,098 | $96.1K | 0.01% | +1,098 | New |
| Penserra Capital Management LLC | 1,114 | $97.0K | 0.00% | −1,035−48.2% | Reduced |
| State of Wyoming | 1,148 | $100.5K | 0.02% | −745−39.4% | Reduced |
| Spire Wealth Management | 1,155 | $101.1K | 0.00% | +7+0.6% | Added |
| Park Place Capital Corp | 1,163 | $101.8K | 0.04% | +654+128.5% | Added |
| Atticus Wealth Management, LLC | 1,170 | $102.4K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,235 | $108.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $109.4K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,268 | $111.0K | 0.00% | +260+25.8% | Added |
| CoreCap Advisors, LLC | 1,294 | $113.3K | 0.01% | +1,294 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,353 | $118.4K | 0.01% | +885+189.1% | Added |
| Trust Co of Vermont | 1,401 | $122.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,564 | $135.0K | 0.01% | −98−5.9% | Reduced |
| Huntington National Bank | 1,600 | $140.1K | 0.00% | +913+132.9% | Added |
| Global Retirement Partners, LLC | 1,672 | $146.4K | 0.01% | +874+109.5% | Added |
| Signaturefd, LLC | 1,706 | $149.3K | 0.00% | +110+6.9% | Added |
| GeoWealth Management, LLC | 1,723 | $150.8K | 0.01% | +919+114.3% | Added |
| Mather Group, LLC. | 2,126 | $151.2K | 0.00% | +2,126 | New |
| Benjamin Edwards Inc | 1,749 | $153.0K | 0.03% | −32−1.8% | Reduced |
| Parallel Advisors, LLC | 1,807 | $158.1K | 0.00% | +130+7.8% | Added |
| Smithfield Trust Co | 2,161 | $189.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,489 | $197.3K | 0.00% | +1,239+99.1% | Added |
| Phillips Wealth Planners LLC | 2,480 | $200.7K | 0.23% | +2,480 | New |
| Tocqueville Asset Management L.P. | 2,327 | $203.7K | 0.00% | +2,327 | New |
| Lake Street Advisors Group, LLC | 2,328 | $203.8K | 0.01% | +2,328 | New |
| Flagship Harbor Advisors, LLC | 2,362 | $206.8K | 0.01% | +2,362 | New |
| Vicus Capital | 2,370 | $207.5K | 0.02% | +2,370 | New |
| Simplicity Wealth,LLC | 2,373 | $207.7K | 0.00% | +2,373 | New |
| Bleakley Financial Group, LLC | 2,373 | $207.7K | 0.01% | +2,373 | New |
| Tiemann Investment Advisors, LLC | 2,380 | $208.3K | 0.09% | +2,380 | New |
| Moloney Securities Asset Management, LLC | 2,396 | $209.7K | 0.03% | +2,396 | New |
| Ashton Thomas Private Wealth, LLC | 2,418 | $211.7K | 0.01% | +2,418 | New |
| NBC Securities, Inc. | 2,314 | $212.0K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 2,440 | $213.6K | 0.16% | +2,440 | New |
| Wallace Advisory Group, LLC | 3,027 | $215.2K | 0.16% | +3,027 | New |
| Ewa, LLC | 2,558 | $222.7K | 0.10% | +2,558 | New |
| Ci Investments Inc. | 2,547 | $223.0K | 0.00% | −251−9.0% | Reduced |
| Cigna Investments Inc | 2,543 | $223.0K | 0.04% | +2,543 | New |
| FourThought Financial Partners, LLC | 2,549 | $223.2K | 0.03% | +2,549 | New |
| Mutual Advisors, LLC | 2,578 | $225.7K | 0.01% | +2,578 | New |
| Diversified Trust Co | 2,588 | $226.6K | 0.01% | −1,765−40.5% | Reduced |
| MAI Capital Management | 2,606 | $228.2K | 0.00% | +2,606 | New |
| Virtus Investment Advisers, Inc. | 2,620 | $229.4K | 0.16% | −280−9.7% | Reduced |
| Apollon Wealth Management, LLC | 2,632 | $230.4K | 0.01% | +2,632 | New |
| Copperwynd Financial, LLC | 2,646 | $231.6K | 0.08% | +2,646 | New |
| Brightwater Advisory LLC | 2,662 | $233.0K | 0.19% | +2,662 | New |
| Provident Wealth Management, LLC | 2,689 | $235.4K | 0.09% | +2,689 | New |
| Gibbs Wealth Management | 2,693 | $235.7K | 0.14% | +2,693 | New |
| Trust Asset Management LLC | 2,703 | $236.6K | 0.02% | +2,703 | New |
| Covenant Partners, LLC | 2,710 | $237.2K | 0.07% | +2,710 | New |
| NewEdge Wealth, LLC | 2,880 | $238.6K | 0.01% | +2,880 | New |
| Graypoint LLC | 2,799 | $245.0K | 0.02% | +2,799 | New |
| Harvest Fund Management Co., Ltd | 2,840 | $248.0K | 0.02% | +2,729+2,458.6% | Added |
| Carmel Capital Partners, LLC | 2,850 | $249.5K | 0.10% | −312−9.9% | Reduced |
| Abn Amro Investment Solutions | 2,886 | $252.6K | 0.00% | −1,161−28.7% | Reduced |
| First Trust Investment Solutions L.P. | 2,900 | $253.9K | 0.04% | +2,900 | New |
| Mattern Wealth Management LLC | 2,966 | $259.7K | 0.06% | −654−18.1% | Reduced |
| Journey Strategic Wealth LLC | 2,972 | $260.2K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,007 | $263.0K | 0.01% | −747−19.9% | Reduced |
| MSH Capital Advisors LLC | 3,065 | $268.3K | 0.09% | +5+0.2% | Added |
| Foundry Partners, LLC | 3,071 | $268.8K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,105 | $271.8K | 0.01% | −890−22.3% | Reduced |
| GYL Financial Synergies, LLC | 3,108 | $272.1K | 0.02% | +71+2.3% | Added |
| Private Trust Co NA | 3,140 | $274.9K | 0.03% | +86+2.8% | Added |
| Summit Financial, LLC | 3,154 | $276.1K | 0.02% | −606−16.1% | Reduced |
| Anchor Investment Management, LLC | 3,161 | $276.7K | 0.03% | +81+2.6% | Added |
| Ambassador Advisors, LLC | 3,164 | $277.0K | 0.05% | +3,164 | New |
| Fifth Lane Capital, LP | 3,168 | $277.3K | 0.36% | +3,168 | New |
| AE Wealth Management LLC | 3,306 | $289.4K | 0.00% | −59,018−94.7% | Reduced |
| Horizon Investments, LLC | 3,331 | $291.1K | 0.01% | −8−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,360 | $294.1K | 0.00% | +30+0.9% | Added |
| Ballentine Partners, LLC | 3,363 | $294.4K | 0.01% | +67+2.0% | Added |
| Atria Wealth Solutions, Inc. | 3,398 | $297.5K | 0.00% | −122−3.5% | Reduced |
| Darwin Advisors, LLC | 3,400 | $297.6K | 0.08% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 3,415 | $298.9K | 0.04% | +476+16.2% | Added |
| Pearl River Capital, LLC | 3,461 | $303.0K | 0.05% | +3,461 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,470 | $303.8K | 0.01% | +3,470 | New |
| Empowered Funds, LLC | 3,509 | $307.2K | 0.01% | +571+19.4% | Added |
| W.H. Cornerstone Investments Inc. | 3,537 | $310.0K | 0.22% | +6+0.2% | Added |
| HB Wealth Management, LLC | 3,578 | $313.2K | 0.00% | +52+1.5% | Added |
| V-Square Quantitative Management LLC | 3,624 | $317.2K | 0.05% | +974+36.8% | Added |
| Cynosure Management, LLC | 3,629 | $317.7K | 0.06% | +3,629 | New |