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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 980 | $85.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $74.4K | 0.03% | +2+0.2% | Added |
| Tobam | 842 | $74.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 820 | $71.8K | 0.00% | −543−39.8% | Reduced |
| Orion Capital Management LLC | 807 | $70.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 793 | $69.4K | 0.01% | +159+25.1% | Added |
| Raffa Wealth Management, LLC | 723 | $63.3K | 0.02% | +687+1,908.3% | Added |
| Massmutual Trust Co FSB | 715 | $62.6K | 0.00% | +5+0.7% | Added |
| Caldwell Trust Co | 676 | $59.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $58.5K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 647 | $56.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 627 | $54.9K | 0.00% | +45+7.7% | Added |
| ORG Partners LLC | 633 | $54.6K | 0.10% | +333+111.0% | Added |
| Proequities, Inc. | 618 | $54.1K | 0.00% | +53+9.4% | Added |
| Continuum Advisory, LLC | 625 | $53.5K | 0.01% | +625 | New |
| Catalyst Funds Management Pty Ltd | 600 | $52.5K | 0.01% | +600 | New |
| GPS Wealth Strategies Group, LLC | 589 | $51.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 548 | $47.9K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 520 | $45.5K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 517 | $45.3K | 0.00% | −312−37.6% | Reduced |
| Intelligent Financial Strategies | 509 | $44.6K | 0.03% | +509 | New |
| Asset Dedication, LLC | 506 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $44.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 498 | $43.6K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 457 | $40.0K | 0.01% | +457 | New |
| TD Waterhouse Canada Inc. | 424 | $36.3K | 0.00% | +40+10.4% | Added |
| Alaska Permanent Fund Corp | 409 | $35.8K | 0.00% | +409 | New |
| Beaird Harris Wealth Management, LLC | 399 | $34.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 387 | $33.9K | 0.01% | +1+0.3% | Added |
| Headlands Technologies LLC | 360 | $31.5K | 0.01% | +360 | New |
| Quadrant Capital Group LLC | 344 | $30.1K | 0.00% | +55+19.0% | Added |
| Armstrong Advisory Group, Inc | 400 | $28.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 322 | $28.2K | 0.00% | −15−4.5% | Reduced |
| Larson Financial Group LLC | 321 | $28.1K | 0.00% | −22−6.4% | Reduced |
| DSM Capital Partners LLC | 299 | $26.2K | 0.00% | +103+52.6% | Added |
| JJJ Advisors Inc. | 258 | $22.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $21.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $19.9K | 0.00% | −48−17.5% | Reduced |
| Lindbrook Capital, LLC | 221 | $19.3K | 0.00% | −25−10.2% | Reduced |
| Ancora Advisors, LLC | 220 | $19.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 200 | $18.0K | 0.01% | −572−74.1% | Reduced |
| Capital Advisors, Ltd. LLC | 205 | $18.0K | 0.00% | +10+5.1% | Added |
| Piscataqua Savings Bank | 204 | $17.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 198 | $17.0K | 0.00% | +88+80.0% | Added |
| LGT Financial Advisors LLC | 188 | $16.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 185 | $15.1K | 0.00% | +20+12.1% | Added |
| Rise Advisors, LLC | 158 | $13.8K | 0.01% | +158 | New |
| WR Wealth Planners, LLC | 151 | $13.2K | 0.00% | +151 | New |
| JFS Wealth Advisors, LLC | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $13.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $12.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 140 | $12.3K | 0.00% | +140 | New |
| Rocky Mountain Advisers, LLC | 136 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 136 | $11.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 132 | $11.6K | 0.00% | +132 | New |
| Redmont Wealth Advisors LLC | 123 | $10.8K | 0.01% | +123 | New |
| Smartleaf Asset Management LLC | 116 | $10.1K | 0.00% | +116 | New |
| Farmers & Merchants Investments Inc | 115 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 102 | $8.93K | 0.00% | +23+29.1% | Added |
| HHM Wealth Advisors, LLC | 100 | $8.75K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 94 | $8.23K | 0.00% | +94 | New |
| Duncker Streett & Co Inc | 93 | $8.14K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 87 | $7.62K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $7.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 84 | $7.35K | 0.00% | +84 | New |
| Zions Bancorporation, N.A. | 76 | $6.65K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 69 | $6.04K | 0.00% | +69 | New |
| Versant Capital Management, Inc | 60 | $5.25K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $4.99K | 0.00% | −376−86.8% | Reduced |
| Central Trust Co | 57 | $4.99K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 54 | $4.73K | 0.00% | +28+107.7% | Added |
| First Financial Corp | 54 | $4.73K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 53 | $4.64K | 0.00% | +53 | New |
| Bellevue Asset Management, LLC | 51 | $4.46K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $4.38K | 0.00% | +2+4.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 48 | $4.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $4.03K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $3.94K | 0.00% | +15+50.0% | Added |
| West Paces Advisors Inc. | 44 | $3.85K | 0.00% | +44 | New |
| Private Wealth Management Group, LLC | 43 | $3.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $3.24K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $3.15K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $3.00K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 33 | $2.89K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $2.63K | 0.00% | +25+500.0% | Added |
| Harbour Investments, Inc. | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 29 | $2.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.36K | 0.00% | −14−34.1% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $2.36K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $2.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $2.01K | 0.00% | +23 | New |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.75K | 0.00% | 00.0% | Unchanged |