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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 7,795 | $682.4K | 0.05% | −620−7.4% | Reduced |
| SkyView Investment Advisors, LLC | 7,812 | $684.0K | 0.13% | +7,812 | New |
| Kestra Advisory Services, LLC | 7,823 | $684.9K | 0.00% | +474+6.4% | Added |
| Wealthfront Advisers LLC | 7,954 | $696.3K | 0.00% | +141+1.8% | Added |
| Simon Quick Advisors, LLC | 8,042 | $704.0K | 0.05% | +20+0.2% | Added |
| Norinchukin Bank, The | 8,097 | $708.8K | 0.02% | −110−1.3% | Reduced |
| Bullock Wealth Management Group | 8,383 | $723.6K | 0.49% | +8,383 | New |
| Occidental Asset Management, LLC | 8,350 | $731.0K | 0.14% | −1,198−12.5% | Reduced |
| M&T Bank Corp | 8,529 | $746.6K | 0.00% | −1,818−17.6% | Reduced |
| CIBC World Markets Inc. | 8,655 | $758.0K | 0.00% | +345+4.2% | Added |
| Centennial Bank | 8,686 | $760.4K | 0.39% | −159−1.8% | Reduced |
| JSF Financial, LLC | 8,942 | $782.8K | 0.25% | −600−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 8,964 | $784.7K | 0.06% | +4,261+90.6% | Added |
| Lindenwold Advisors | 8,999 | $787.8K | 0.42% | −81−0.9% | Reduced |
| Principal Securities, Inc. | 9,119 | $798.3K | 0.02% | +364+4.2% | Added |
| Mount Yale Investment Advisors, LLC | 9,224 | $807.5K | 0.06% | +3,467+60.2% | Added |
| Integrated Investment Consultants, LLC | 9,228 | $807.8K | 0.22% | +643+7.5% | Added |
| Fiduciary Trust Co | 9,317 | $815.6K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,526 | $833.9K | 0.04% | −88−0.9% | Reduced |
| Commerce Bank | 9,598 | $840.2K | 0.01% | −247−2.5% | Reduced |
| Virtus ETF Advisers LLC | 9,603 | $840.6K | 0.45% | +853+9.7% | Added |
| EP Wealth Advisors, LLC | 9,660 | $845.6K | 0.01% | −390−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 9,694 | $848.6K | 0.07% | −76−0.8% | Reduced |
| Glenview Trust Co | 9,811 | $858.9K | 0.02% | +151+1.6% | Added |
| Invst, LLC | 9,980 | $861.5K | 0.10% | +9,980 | New |
| E. Ohman J:or Asset Management AB | 9,900 | $866.6K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 9,945 | $870.6K | 0.16% | +1,523+18.1% | Added |
| Brookstone Capital Management | 10,013 | $876.5K | 0.02% | +3,096+44.8% | Added |
| Integrated Wealth Concepts LLC | 10,174 | $890.7K | 0.01% | −197−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,185 | $891.6K | 0.00% | +506+5.2% | Added |
| Keeley-Teton Advisors, LLC | 10,200 | $892.9K | 0.11% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,259 | $897.0K | 0.00% | −14,272−58.2% | Reduced |
| Claro Advisors LLC | 10,389 | $909.4K | 0.16% | +56+0.5% | Added |
| Ossiam | 10,411 | $911.4K | 0.02% | −8,418−44.7% | Reduced |
| Park Avenue Securities LLC | 10,484 | $918.0K | 0.01% | +2,862+37.5% | Added |
| FMFE Wealth Management, LLC | 10,528 | $921.6K | 0.85% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,782 | $943.9K | 0.01% | −7,011−39.4% | Reduced |
| Proficio Capital Partners LLC | 10,845 | $949.4K | 0.10% | +26+0.2% | Added |
| Chaney Capital Management, Inc. | 10,864 | $951.0K | 0.76% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,212 | $981.5K | 0.01% | −768−6.4% | Reduced |
| Gilbert & Cook, Inc. | 11,244 | $984.3K | 0.13% | +355+3.3% | Added |
| Equitable Trust Co | 11,343 | $993.0K | 0.07% | +50.0% | Added |
| Greenfield Seitz Capital Management, LLC | 11,400 | $998.0K | 0.37% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 11,479 | $1.00M | 0.06% | +3,157+37.9% | Added |
| Compass Ion Advisors, LLC | 11,662 | $1.02M | 0.15% | +1,375+13.4% | Added |
| SRN Advisors, LLC | 11,706 | $1.02M | 0.80% | +546+4.9% | Added |
| Cyndeo Wealth Partners, LLC | 11,820 | $1.03M | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,825 | $1.04M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,900 | $1.04M | 0.04% | −300−2.5% | Reduced |
| Cross Staff Investments Inc | 12,000 | $1.05M | 0.88% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,010 | $1.05M | 0.10% | +12,010 | New |
| Strategy Asset Managers LLC | 12,063 | $1.06M | 0.23% | +7,707+176.9% | Added |
| Ostrum Asset Management | 12,202 | $1.07M | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,867 | $1.13M | 0.06% | −18,566−59.1% | Reduced |
| Cullinan Associates Inc | 13,000 | $1.14M | 0.06% | +13,000 | New |
| Strategic Wealth Partners, Ltd. | 13,044 | $1.14M | 0.13% | −163−1.2% | Reduced |
| Quantbot Technologies LP | 13,069 | $1.14M | 0.06% | −16,554−55.9% | Reduced |
| Unigestion Holding SA | 13,134 | $1.15M | 0.06% | +1,519+13.1% | Added |
| Mercer Global Advisors Inc | 13,237 | $1.16M | 0.00% | +198+1.5% | Added |
| Suncoast Equity Management | 13,248 | $1.16M | 0.14% | +8,718+192.5% | Added |
| Tributary Capital Management, LLC | 13,251 | $1.16M | 0.09% | −3,426−20.5% | Reduced |
| Harmony Asset Management LLC | 13,281 | $1.16M | 0.48% | −1,128−7.8% | Reduced |
| Axq Capital, LP | 13,400 | $1.17M | 0.28% | +13,400 | New |
| Exchange Traded Concepts, LLC | 13,577 | $1.19M | 0.03% | +11,180+466.4% | Added |
| Metis Global Partners, LLC | 13,717 | $1.20M | 0.04% | +198+1.5% | Added |
| UniSuper Management Pty Ltd | 13,751 | $1.20M | 0.01% | +11,155+429.7% | Added |
| Louisiana State Employees Retirement System | 13,800 | $1.21M | 0.02% | −500−3.5% | Reduced |
| Securian Asset Management, Inc | 13,874 | $1.21M | 0.04% | −1,045−7.0% | Reduced |
| American Century Companies Inc | 14,385 | $1.26M | 0.00% | +5,057+54.2% | Added |
| Jump Financial, LLC | 14,424 | $1.26M | 0.03% | −25,893−64.2% | Reduced |
| Roundview Capital LLC | 14,698 | $1.29M | 0.11% | +720+5.2% | Added |
| Cim, LLC | 14,708 | $1.29M | 0.19% | −127−0.9% | Reduced |
| Everence Capital Management Inc | 15,040 | $1.32M | 0.09% | 00.0% | Unchanged |
| JustInvest LLC | 15,101 | $1.32M | 0.03% | +3,823+33.9% | Added |
| QRG Capital Management, Inc. | 15,258 | $1.34M | 0.02% | +845+5.9% | Added |
| Hartford Investment Management Co | 15,415 | $1.35M | 0.05% | −592−3.7% | Reduced |
| SlateStone Wealth, LLC | 15,416 | $1.35M | 0.14% | +9,766+172.8% | Added |
| Inceptionr LLC | 15,493 | $1.36M | 0.35% | +9,050+140.5% | Added |
| Wedbush Securities Inc | 15,611 | $1.37M | 0.05% | +3,246+26.3% | Added |
| Prudential PLC | 15,929 | $1.39M | 0.01% | −8,822−35.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,300 | $1.43M | 0.56% | −289−1.7% | Reduced |
| Savant Capital, LLC | 16,559 | $1.45M | 0.02% | +872+5.6% | Added |
| Hunter Associates Investment Management LLC | 16,655 | $1.46M | 0.25% | +1,600+10.6% | Added |
| Maryland State Retirement & Pension System | 18,099 | $1.46M | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 16,718 | $1.46M | 0.01% | +1,416+9.3% | Added |
| Raymond James Trust N.A. | 16,912 | $1.48M | 0.04% | +841+5.2% | Added |
| Evermay Wealth Management LLC | 16,980 | $1.49M | 0.22% | −50.0% | Reduced |
| Cetera Investment Advisers | 17,025 | $1.49M | 0.00% | +13,649+404.3% | Added |
| Glenmede Trust Co NA | 17,391 | $1.52M | 0.01% | +1,834+11.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,455 | $1.53M | 0.03% | +10,457+149.4% | Added |
| Creative Planning | 17,544 | $1.54M | 0.00% | +3,510+25.0% | Added |
| Twin Capital Management Inc | 17,544 | $1.54M | 0.19% | +17,544 | New |
| Threadgill Financial, LLC | 17,705 | $1.55M | 0.69% | +17,705 | New |
| Trueblood Wealth Management, LLC | 17,720 | $1.55M | 0.89% | −541−3.0% | Reduced |
| Kentucky Retirement Systems | 17,939 | $1.57M | 0.05% | −961−5.1% | Reduced |
| CWM Advisors, LLC | 18,032 | $1.58M | 0.16% | −1,641−8.3% | Reduced |
| Prospera Financial Services Inc | 18,202 | $1.59M | 0.05% | +1,186+7.0% | Added |
| Central Pacific Bank - Trust Division | 18,511 | $1.60M | 0.20% | +18,511 | New |
| MML Investors Services, LLC | 18,282 | $1.60M | 0.01% | +319+1.8% | Added |
| GWM Advisors LLC | 19,072 | $1.67M | 0.01% | +69+0.4% | Added |