Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 718 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2024: $18.0B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2023.

Institutions holding BRO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fiduciary Trust Co9,317$815.6K0.01%00.0%Unchanged
Integrated Investment Consultants, LLC9,228$807.8K0.22%+643+7.5%Added
Mount Yale Investment Advisors, LLC9,224$807.5K0.06%+3,467+60.2%Added
Principal Securities, Inc.9,119$798.3K0.02%+364+4.2%Added
Lindenwold Advisors8,999$787.8K0.42%−81−0.9%Reduced
Siemens Fonds Invest GmbH8,964$784.7K0.06%+4,261+90.6%Added
JSF Financial, LLC8,942$782.8K0.25%−600−6.3%Reduced
Centennial Bank8,686$760.4K0.39%−159−1.8%Reduced
CIBC World Markets Inc.8,655$758.0K0.00%+345+4.2%Added
M&T Bank Corp8,529$746.6K0.00%−1,818−17.6%Reduced
Occidental Asset Management, LLC8,350$731.0K0.14%−1,198−12.5%Reduced
Bullock Wealth Management Group8,383$723.6K0.49%+8,383New
Norinchukin Bank, The8,097$708.8K0.02%−110−1.3%Reduced
Simon Quick Advisors, LLC8,042$704.0K0.05%+20+0.2%Added
Wealthfront Advisers LLC7,954$696.3K0.00%+141+1.8%Added
Kestra Advisory Services, LLC7,823$684.9K0.00%+474+6.4%Added
SkyView Investment Advisors, LLC7,812$684.0K0.13%+7,812New
Kentucky Retirement Systems Insurance Trust Fund7,795$682.4K0.05%−620−7.4%Reduced
Manchester Capital Management LLC7,790$681.9K0.08%+9+0.1%Added
Jackson Creek Investment Advisors LLC7,750$678.0K0.24%−147−1.9%Reduced
Virtu Financial LLC7,681$672.0K0.05%+7,681New
Capstone Investment Advisors, LLC7,619$667.0K0.01%−950−11.1%Reduced
Keyes, Stange & Wooten Wealth Management, LLC7,597$665.0K0.59%00.0%Unchanged
Macquarie Group Ltd7,654$664.9K0.00%−74−1.0%Reduced
Hyperion Capital Advisors LP7,500$656.5K0.31%00.0%Unchanged
Degroof Petercam Asset Management7,500$656.5K0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC7,496$656.2K0.02%+18+0.2%Added
Holland Advisory Services, Inc.7,338$642.4K0.70%+9+0.1%Added
Financial Enhancement Group LLC7,635$625.3K0.10%+15+0.2%Added
Tokio Marine Asset Management Co Ltd7,096$621.2K0.03%+574+8.8%Added
Aigen Investment Management, LP7,059$617.9K0.13%+7,059New
Spears Abacus Advisors LLC7,050$617.2K0.01%+7,050New
Quadrature Capital Ltd6,970$609.9K0.01%+6,970New
Resources Investment Advisors, LLC.6,964$609.7K0.01%−3,845−35.6%Reduced
PEAK6 Investments LLC6,962$609.5K0.03%+3,991+134.3%Added
Plato Investment Management Ltd6,952$608.6K0.06%+6,952New
Moors & Cabot, Inc.6,743$590.3K0.03%00.0%Unchanged
Sequoia Financial Advisors, LLC6,693$585.9K0.01%+6,693New
NFP Retirement, Inc.6,680$584.8K0.05%−500−7.0%Reduced
Ieq Capital, LLC6,656$582.7K0.01%+131+2.0%Added
Tower Research Capital LLC (TRC)6,588$576.7K0.01%−39,270−85.6%Reduced
Next Level Private LLC6,514$570.2K0.26%00.0%Unchanged
Squarepoint Ops LLC6,406$560.8K0.00%−65,454−91.1%Reduced
Rakuten Investment Management, Inc.6,401$560.3K0.00%+5,813+988.6%Added
Xcel Wealth Management, LLC6,389$559.3K0.17%00.0%Unchanged
CWM, LLC6,317$553.0K0.00%+889+16.4%Added
Studio Investment Management LLC6,287$550.4K0.13%+465+8.0%Added
Norden Group LLC6,214$544.0K0.11%+2,584+71.2%Added
SevenBridge Financial Group, LLC6,506$543.3K0.12%−2,000−23.5%Reduced
Synovus Financial Corp6,027$527.6K0.01%+6,027New
Davenport & Co LLC6,001$525.3K0.00%+1,065+21.6%Added
Cognios Beta Neutral Large Cap Fund, LP5,997$525.0K0.68%−1,870−23.8%Reduced
B. Metzler seel. Sohn & Co. AG5,993$524.6K0.01%00.0%Unchanged
Empirical Asset Management, LLC5,908$517.2K0.25%+5,908New
Portside Wealth Group, LLC5,898$516.3K0.10%+656+12.5%Added
Revisor Wealth Management LLC6,473$514.8K0.23%+3,237+100.0%Added
Monte Financial Group, LLC5,787$506.6K0.22%+5,787New
Gen-Wealth Partners Inc5,738$502.3K0.25%+5,738New
Grantham, Mayo, Van Otterloo & Co. LLC5,716$500.4K0.00%−17,503−75.4%Reduced
Wolverine Trading, LLC5,687$497.8K0.01%+2,434+74.8%Added
Fifth Third Bancorp5,556$486.4K0.00%+17+0.3%Added
Mayflower Financial Advisors, LLC5,555$486.3K0.08%−200−3.5%Reduced
Fidelis Capital Partners, LLC5,425$474.9K0.07%+653+13.7%Added
We Are One Seven, LLC5,344$467.8K0.02%−628−10.5%Reduced
Global X Japan Co., Ltd.5,328$466.4K0.10%+517+10.7%Added
Kingsview Wealth Management, LLC5,251$459.7K0.01%+2,199+72.1%Added
National Wealth Management Group, LLC5,168$452.4K0.35%+5,168New
NEOS Investment Management LLC5,084$445.1K0.03%+1,823+55.9%Added
Worldquant Millennium Advisors LLC5,081$444.8K0.01%00.0%Unchanged
Vontobel Holding Ltd.5,078$444.5K0.00%−197−3.7%Reduced
Argonautica Private Wealth Management, Inc5,050$442.1K0.16%−683−11.9%Reduced
Cadent Capital Advisors, LLC5,043$441.4K0.18%+10.0%Added
Handelsinvest Investeringsforvaltning4,892$428.0K0.21%−2,539−34.2%Reduced
Washington Trust Bank4,842$423.9K0.04%−870−15.2%Reduced
Edmond de Rothschild Holding S.A.4,740$414.9K0.01%00.0%Unchanged
Forum Financial Management, LP4,707$412.1K0.01%00.0%Unchanged
Gateway Investment Advisers LLC4,637$405.9K0.00%+26+0.6%Added
Forum Private Client Group LLC4,608$403.4K0.20%−366−7.4%Reduced
Pine Valley Investments Ltd Liability Co4,581$401.0K0.03%+164+3.7%Added
Checchi Capital Advisers, LLC4,576$400.6K0.03%−70−1.5%Reduced
Somerset Trust Co4,550$398.3K0.16%−6−0.1%Reduced
Harbor Capital Advisors, Inc.4,519$396.0K0.05%+4,519New
Teza Capital Management LLC4,522$395.9K0.05%−24,982−84.7%Reduced
Lombard Odier Asset Management (Switzerland) SA4,518$395.5K0.03%+4,518New
Wetherby Asset Management Inc4,513$395.1K0.02%−222−4.7%Reduced
Lido Advisors, LLC4,433$388.0K0.00%+1,519+52.1%Added
Veriti Management LLC4,392$384.5K0.03%+543+14.1%Added
Gitterman Wealth Management, LLC4,371$382.7K0.15%+4,371New
Koshinski Asset Management, Inc.4,350$380.8K0.04%+4,350New
Apriem Advisors4,343$380.2K0.05%+4,343New
Symmetry Partners, LLC4,318$378.0K0.03%00.0%Unchanged
River Wealth Advisors LLC4,316$377.8K0.05%−172−3.8%Reduced
Vestcor Inc4,267$374.0K0.01%−1,323−23.7%Reduced
Brown Advisory Inc4,264$373.3K0.00%−935−18.0%Reduced
CWA Asset Management Group, LLC4,215$369.0K0.02%+611+17.0%Added
Alberta Investment Management Corp4,200$367.7K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.4,174$365.4K0.00%+238+6.0%Added
Means Investment Co., Inc.4,150$363.3K0.05%+150+3.8%Added
Oversea-Chinese Banking CORP Ltd4,147$363.0K0.01%+4,147New
Hamilton Capital Partners Inc.4,132$361.7K0.04%−2,004−32.7%Reduced