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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 4,095 | $358.5K | 0.00% | −257−5.9% | Reduced |
| HighPoint Advisor Group LLC | 4,053 | $355.0K | 0.03% | −20.0% | Reduced |
| DoubleLine ETF Adviser LP | 4,040 | $353.7K | 0.09% | +95+2.4% | Added |
| GAMMA Investing LLC | 4,038 | $353.5K | 0.07% | +1,660+69.8% | Added |
| Radnor Capital Management, LLC | 4,000 | $350.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,968 | $347.4K | 0.00% | +125+3.3% | Added |
| Schechter Investment Advisors, LLC | 3,959 | $346.6K | 0.03% | −343−8.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,907 | $342.0K | 0.10% | +528+15.6% | Added |
| First Affirmative Financial Network | 3,901 | $341.5K | 0.25% | +874+28.9% | Added |
| Alliance Wealth Advisors, LLC | 3,883 | $339.9K | 0.10% | −25−0.6% | Reduced |
| Investment Management Corp of Ontario | 3,880 | $339.7K | 0.01% | −55,386−93.5% | Reduced |
| Greenleaf Trust | 3,810 | $333.5K | 0.00% | +69+1.8% | Added |
| Moneta Group Investment Advisors LLC | 3,736 | $327.0K | 0.01% | +418+12.6% | 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 |
| Profund Advisors LLC | 3,694 | $323.4K | 0.01% | +633+20.7% | Added |
| Smith Shellnut Wilson LLC | 3,687 | $322.8K | 0.17% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,650 | $319.5K | 0.03% | −450−11.0% | Reduced |
| Cynosure Management, LLC | 3,629 | $317.7K | 0.06% | +3,629 | New |
| V-Square Quantitative Management LLC | 3,624 | $317.2K | 0.05% | +974+36.8% | Added |
| HB Wealth Management, LLC | 3,578 | $313.2K | 0.00% | +52+1.5% | Added |
| W.H. Cornerstone Investments Inc. | 3,537 | $310.0K | 0.22% | +6+0.2% | Added |
| Empowered Funds, LLC | 3,509 | $307.2K | 0.01% | +571+19.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,470 | $303.8K | 0.01% | +3,470 | New |
| Pearl River Capital, LLC | 3,461 | $303.0K | 0.05% | +3,461 | New |
| Canandaigua National Bank & Trust Co | 3,415 | $298.9K | 0.04% | +476+16.2% | Added |
| Darwin Advisors, LLC | 3,400 | $297.6K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,398 | $297.5K | 0.00% | −122−3.5% | Reduced |
| Ballentine Partners, LLC | 3,363 | $294.4K | 0.01% | +67+2.0% | Added |
| United Capital Financial Advisers, LLC | 3,360 | $294.1K | 0.00% | +30+0.9% | Added |
| Horizon Investments, LLC | 3,331 | $291.1K | 0.01% | −8−0.2% | Reduced |
| AE Wealth Management LLC | 3,306 | $289.4K | 0.00% | −59,018−94.7% | Reduced |
| Fifth Lane Capital, LP | 3,168 | $277.3K | 0.36% | +3,168 | New |
| Ambassador Advisors, LLC | 3,164 | $277.0K | 0.05% | +3,164 | New |
| Anchor Investment Management, LLC | 3,161 | $276.7K | 0.03% | +81+2.6% | Added |
| Summit Financial, LLC | 3,154 | $276.1K | 0.02% | −606−16.1% | Reduced |
| Private Trust Co NA | 3,140 | $274.9K | 0.03% | +86+2.8% | Added |
| GYL Financial Synergies, LLC | 3,108 | $272.1K | 0.02% | +71+2.3% | Added |
| Independent Financial Group, LLC | 3,105 | $271.8K | 0.01% | −890−22.3% | Reduced |
| Foundry Partners, LLC | 3,071 | $268.8K | 0.01% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,065 | $268.3K | 0.09% | +5+0.2% | Added |
| iA Global Asset Management Inc. | 3,007 | $263.0K | 0.01% | −747−19.9% | Reduced |
| Journey Strategic Wealth LLC | 2,972 | $260.2K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,966 | $259.7K | 0.06% | −654−18.1% | Reduced |
| First Trust Investment Solutions L.P. | 2,900 | $253.9K | 0.04% | +2,900 | New |
| Abn Amro Investment Solutions | 2,886 | $252.6K | 0.00% | −1,161−28.7% | Reduced |
| Carmel Capital Partners, LLC | 2,850 | $249.5K | 0.10% | −312−9.9% | Reduced |
| Harvest Fund Management Co., Ltd | 2,840 | $248.0K | 0.02% | +2,729+2,458.6% | Added |
| Graypoint LLC | 2,799 | $245.0K | 0.02% | +2,799 | New |
| NewEdge Wealth, LLC | 2,880 | $238.6K | 0.01% | +2,880 | New |
| Covenant Partners, LLC | 2,710 | $237.2K | 0.07% | +2,710 | New |
| Trust Asset Management LLC | 2,703 | $236.6K | 0.02% | +2,703 | New |
| Gibbs Wealth Management | 2,693 | $235.7K | 0.14% | +2,693 | New |
| Provident Wealth Management, LLC | 2,689 | $235.4K | 0.09% | +2,689 | New |
| Brightwater Advisory LLC | 2,662 | $233.0K | 0.19% | +2,662 | New |
| Copperwynd Financial, LLC | 2,646 | $231.6K | 0.08% | +2,646 | New |
| Apollon Wealth Management, LLC | 2,632 | $230.4K | 0.01% | +2,632 | New |
| Virtus Investment Advisers, Inc. | 2,620 | $229.4K | 0.16% | −280−9.7% | Reduced |
| MAI Capital Management | 2,606 | $228.2K | 0.00% | +2,606 | New |
| Diversified Trust Co | 2,588 | $226.6K | 0.01% | −1,765−40.5% | Reduced |
| Mutual Advisors, LLC | 2,578 | $225.7K | 0.01% | +2,578 | New |
| FourThought Financial Partners, LLC | 2,549 | $223.2K | 0.03% | +2,549 | 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 |
| Ewa, LLC | 2,558 | $222.7K | 0.10% | +2,558 | New |
| Wallace Advisory Group, LLC | 3,027 | $215.2K | 0.16% | +3,027 | New |
| Novak & Powell Financial Services, Inc. | 2,440 | $213.6K | 0.16% | +2,440 | New |
| NBC Securities, Inc. | 2,314 | $212.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,418 | $211.7K | 0.01% | +2,418 | New |
| Moloney Securities Asset Management, LLC | 2,396 | $209.7K | 0.03% | +2,396 | New |
| Tiemann Investment Advisors, LLC | 2,380 | $208.3K | 0.09% | +2,380 | 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 |
| Vicus Capital | 2,370 | $207.5K | 0.02% | +2,370 | New |
| Flagship Harbor Advisors, LLC | 2,362 | $206.8K | 0.01% | +2,362 | New |
| Lake Street Advisors Group, LLC | 2,328 | $203.8K | 0.01% | +2,328 | New |
| Tocqueville Asset Management L.P. | 2,327 | $203.7K | 0.00% | +2,327 | New |
| Phillips Wealth Planners LLC | 2,480 | $200.7K | 0.23% | +2,480 | New |
| Federation des caisses Desjardins du Quebec | 2,489 | $197.3K | 0.00% | +1,239+99.1% | Added |
| Smithfield Trust Co | 2,161 | $189.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,807 | $158.1K | 0.00% | +130+7.8% | Added |
| Benjamin Edwards Inc | 1,749 | $153.0K | 0.03% | −32−1.8% | Reduced |
| Mather Group, LLC. | 2,126 | $151.2K | 0.00% | +2,126 | New |
| GeoWealth Management, LLC | 1,723 | $150.8K | 0.01% | +919+114.3% | Added |
| Signaturefd, LLC | 1,706 | $149.3K | 0.00% | +110+6.9% | Added |
| Global Retirement Partners, LLC | 1,672 | $146.4K | 0.01% | +874+109.5% | Added |
| Huntington National Bank | 1,600 | $140.1K | 0.00% | +913+132.9% | Added |
| Farther Finance Advisors, LLC | 1,564 | $135.0K | 0.01% | −98−5.9% | Reduced |
| Trust Co of Vermont | 1,401 | $122.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,353 | $118.4K | 0.01% | +885+189.1% | Added |
| CoreCap Advisors, LLC | 1,294 | $113.3K | 0.01% | +1,294 | New |
| First Horizon Advisors, Inc. | 1,268 | $111.0K | 0.00% | +260+25.8% | Added |
| Glen Eagle Advisors, LLC | 1,250 | $109.4K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,235 | $108.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,170 | $102.4K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,163 | $101.8K | 0.04% | +654+128.5% | Added |
| Spire Wealth Management | 1,155 | $101.1K | 0.00% | +7+0.6% | Added |
| State of Wyoming | 1,148 | $100.5K | 0.02% | −745−39.4% | Reduced |
| Penserra Capital Management LLC | 1,114 | $97.0K | 0.00% | −1,035−48.2% | Reduced |
| Sound Income Strategies, LLC | 1,098 | $96.1K | 0.01% | +1,098 | New |