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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 3,650 | $319.5K | 0.03% | −450−11.0% | Reduced |
| Smith Shellnut Wilson LLC | 3,687 | $322.8K | 0.17% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,694 | $323.4K | 0.01% | +633+20.7% | Added |
| Brinker Capital Investments, LLC | 3,705 | $324.3K | 0.00% | +529+16.7% | Added |
| Orion Portfolio Solutions, LLC | 3,705 | $324.3K | 0.00% | +529+16.7% | Added |
| Moneta Group Investment Advisors LLC | 3,736 | $327.0K | 0.01% | +418+12.6% | Added |
| Greenleaf Trust | 3,810 | $333.5K | 0.00% | +69+1.8% | Added |
| Investment Management Corp of Ontario | 3,880 | $339.7K | 0.01% | −55,386−93.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,883 | $339.9K | 0.10% | −25−0.6% | Reduced |
| First Affirmative Financial Network | 3,901 | $341.5K | 0.25% | +874+28.9% | Added |
| Legacy Wealth Asset Management, LLC | 3,907 | $342.0K | 0.10% | +528+15.6% | Added |
| Schechter Investment Advisors, LLC | 3,959 | $346.6K | 0.03% | −343−8.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,968 | $347.4K | 0.00% | +125+3.3% | Added |
| Radnor Capital Management, LLC | 4,000 | $350.0K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,038 | $353.5K | 0.07% | +1,660+69.8% | Added |
| DoubleLine ETF Adviser LP | 4,040 | $353.7K | 0.09% | +95+2.4% | Added |
| HighPoint Advisor Group LLC | 4,053 | $355.0K | 0.03% | −20.0% | Reduced |
| Alps Advisors Inc | 4,095 | $358.5K | 0.00% | −257−5.9% | Reduced |
| Hamilton Capital Partners Inc. | 4,132 | $361.7K | 0.04% | −2,004−32.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $363.0K | 0.01% | +4,147 | New |
| Means Investment Co., Inc. | 4,150 | $363.3K | 0.05% | +150+3.8% | Added |
| Avantax Advisory Services, Inc. | 4,174 | $365.4K | 0.00% | +238+6.0% | Added |
| Alberta Investment Management Corp | 4,200 | $367.7K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,215 | $369.0K | 0.02% | +611+17.0% | Added |
| Brown Advisory Inc | 4,264 | $373.3K | 0.00% | −935−18.0% | Reduced |
| Vestcor Inc | 4,267 | $374.0K | 0.01% | −1,323−23.7% | Reduced |
| River Wealth Advisors LLC | 4,316 | $377.8K | 0.05% | −172−3.8% | Reduced |
| Symmetry Partners, LLC | 4,318 | $378.0K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 4,343 | $380.2K | 0.05% | +4,343 | New |
| Koshinski Asset Management, Inc. | 4,350 | $380.8K | 0.04% | +4,350 | New |
| Gitterman Wealth Management, LLC | 4,371 | $382.7K | 0.15% | +4,371 | New |
| Veriti Management LLC | 4,392 | $384.5K | 0.03% | +543+14.1% | Added |
| Lido Advisors, LLC | 4,433 | $388.0K | 0.00% | +1,519+52.1% | Added |
| Wetherby Asset Management Inc | 4,513 | $395.1K | 0.02% | −222−4.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,518 | $395.5K | 0.03% | +4,518 | New |
| Teza Capital Management LLC | 4,522 | $395.9K | 0.05% | −24,982−84.7% | Reduced |
| Harbor Capital Advisors, Inc. | 4,519 | $396.0K | 0.05% | +4,519 | New |
| Somerset Trust Co | 4,550 | $398.3K | 0.16% | −6−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,576 | $400.6K | 0.03% | −70−1.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,581 | $401.0K | 0.03% | +164+3.7% | Added |
| Forum Private Client Group LLC | 4,608 | $403.4K | 0.20% | −366−7.4% | Reduced |
| Gateway Investment Advisers LLC | 4,637 | $405.9K | 0.00% | +26+0.6% | Added |
| Forum Financial Management, LP | 4,707 | $412.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,740 | $414.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 4,842 | $423.9K | 0.04% | −870−15.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,892 | $428.0K | 0.21% | −2,539−34.2% | Reduced |
| Cadent Capital Advisors, LLC | 5,043 | $441.4K | 0.18% | +10.0% | Added |
| Argonautica Private Wealth Management, Inc | 5,050 | $442.1K | 0.16% | −683−11.9% | Reduced |
| Vontobel Holding Ltd. | 5,078 | $444.5K | 0.00% | −197−3.7% | Reduced |
| Worldquant Millennium Advisors LLC | 5,081 | $444.8K | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 5,084 | $445.1K | 0.03% | +1,823+55.9% | Added |
| National Wealth Management Group, LLC | 5,168 | $452.4K | 0.35% | +5,168 | New |
| Kingsview Wealth Management, LLC | 5,251 | $459.7K | 0.01% | +2,199+72.1% | Added |
| Global X Japan Co., Ltd. | 5,328 | $466.4K | 0.10% | +517+10.7% | Added |
| We Are One Seven, LLC | 5,344 | $467.8K | 0.02% | −628−10.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,425 | $474.9K | 0.07% | +653+13.7% | Added |
| Mayflower Financial Advisors, LLC | 5,555 | $486.3K | 0.08% | −200−3.5% | Reduced |
| Fifth Third Bancorp | 5,556 | $486.4K | 0.00% | +17+0.3% | Added |
| Wolverine Trading, LLC | 5,687 | $497.8K | 0.01% | +2,434+74.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,716 | $500.4K | 0.00% | −17,503−75.4% | Reduced |
| Gen-Wealth Partners Inc | 5,738 | $502.3K | 0.25% | +5,738 | New |
| Monte Financial Group, LLC | 5,787 | $506.6K | 0.22% | +5,787 | New |
| Revisor Wealth Management LLC | 6,473 | $514.8K | 0.23% | +3,237+100.0% | Added |
| Portside Wealth Group, LLC | 5,898 | $516.3K | 0.10% | +656+12.5% | Added |
| Empirical Asset Management, LLC | 5,908 | $517.2K | 0.25% | +5,908 | New |
| B. Metzler seel. Sohn & Co. AG | 5,993 | $524.6K | 0.01% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 5,997 | $525.0K | 0.68% | −1,870−23.8% | Reduced |
| Davenport & Co LLC | 6,001 | $525.3K | 0.00% | +1,065+21.6% | Added |
| Synovus Financial Corp | 6,027 | $527.6K | 0.01% | +6,027 | New |
| SevenBridge Financial Group, LLC | 6,506 | $543.3K | 0.12% | −2,000−23.5% | Reduced |
| Norden Group LLC | 6,214 | $544.0K | 0.11% | +2,584+71.2% | Added |
| Studio Investment Management LLC | 6,287 | $550.4K | 0.13% | +465+8.0% | Added |
| CWM, LLC | 6,317 | $553.0K | 0.00% | +889+16.4% | Added |
| Xcel Wealth Management, LLC | 6,389 | $559.3K | 0.17% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,401 | $560.3K | 0.00% | +5,813+988.6% | Added |
| Squarepoint Ops LLC | 6,406 | $560.8K | 0.00% | −65,454−91.1% | Reduced |
| Next Level Private LLC | 6,514 | $570.2K | 0.26% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,588 | $576.7K | 0.01% | −39,270−85.6% | Reduced |
| Ieq Capital, LLC | 6,656 | $582.7K | 0.01% | +131+2.0% | Added |
| NFP Retirement, Inc. | 6,680 | $584.8K | 0.05% | −500−7.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,693 | $585.9K | 0.01% | +6,693 | New |
| Moors & Cabot, Inc. | 6,743 | $590.3K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6,952 | $608.6K | 0.06% | +6,952 | New |
| PEAK6 Investments LLC | 6,962 | $609.5K | 0.03% | +3,991+134.3% | Added |
| Resources Investment Advisors, LLC. | 6,964 | $609.7K | 0.01% | −3,845−35.6% | Reduced |
| Quadrature Capital Ltd | 6,970 | $609.9K | 0.01% | +6,970 | New |
| Spears Abacus Advisors LLC | 7,050 | $617.2K | 0.01% | +7,050 | New |
| Aigen Investment Management, LP | 7,059 | $617.9K | 0.13% | +7,059 | New |
| Tokio Marine Asset Management Co Ltd | 7,096 | $621.2K | 0.03% | +574+8.8% | Added |
| Financial Enhancement Group LLC | 7,635 | $625.3K | 0.10% | +15+0.2% | Added |
| Holland Advisory Services, Inc. | 7,338 | $642.4K | 0.70% | +9+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,496 | $656.2K | 0.02% | +18+0.2% | Added |
| Hyperion Capital Advisors LP | 7,500 | $656.5K | 0.31% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 7,500 | $656.5K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,654 | $664.9K | 0.00% | −74−1.0% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,597 | $665.0K | 0.59% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,619 | $667.0K | 0.01% | −950−11.1% | Reduced |
| Virtu Financial LLC | 7,681 | $672.0K | 0.05% | +7,681 | New |
| Jackson Creek Investment Advisors LLC | 7,750 | $678.0K | 0.24% | −147−1.9% | Reduced |
| Manchester Capital Management LLC | 7,790 | $681.9K | 0.08% | +9+0.1% | Added |