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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, Q2 2024

Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
760
+50 vs. Q1 2024
Shares held
209.2M
+3.35M (+1.6%) vs. Q1 2024
Total value
$18.7B
+$702.2M (+3.9%) vs. Q1 2024
New holders
101
301 more added
Sold out
51
232 more reduced

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 760 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 heldQ2 2024: $18.7B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2024.

Institutions holding BRO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
Y.D. More Investments Ltd125$300.00%+125New
WestEnd Advisors, LLC1$890.00%00.0%Unchanged
Abich Financial Wealth Management LLC4$3580.00%+4New
Abound Wealth Management7$6260.00%00.0%Unchanged
Assetmark, Inc9$8050.00%+9New
Wolff Wiese Magana LLC10$8950.00%00.0%Unchanged
Opal Wealth Advisors, LLC10$8950.00%+10New
Riggs Asset Managment Co. Inc.11$9840.00%00.0%Unchanged
Financial Management Professionals, Inc.14$1.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC12$1.07K0.00%+12New
Logan Capital Management Inc15$1.34K0.00%+15New
DT Investment Partners, LLC15$1.34K0.00%00.0%Unchanged
Beacon Capital Management, LLC15$1.37K0.00%00.0%Unchanged
Dunhill Financial, LLC17$1.53K0.00%00.0%Unchanged
Cornerstone Planning Group LLC16$1.57K0.00%+16New
CVA Family Office, LLC18$1.61K0.00%+18New
Live Oak Investment Partners–$1.61K0.00%–New
Bell Investment Advisors, Inc20$1.79K0.00%00.0%Unchanged
Avion Wealth32$2.00K0.00%+18+128.6%Added
Valley National Advisers Inc25$2.00K0.00%+5+25.0%Added
LRI Investments, LLC23$2.06K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC24$2.15K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC27$2.41K0.00%00.0%Unchanged
Fairman Group, LLC29$2.59K0.00%00.0%Unchanged
Sunbelt Securities, Inc.32$2.86K0.00%00.0%Unchanged
VitalStone Financial, LLC32$2.86K0.00%+32New
Tortoise Investment Management, LLC33$2.95K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC35$3.13K0.00%00.0%Unchanged
Tucker Asset Management LLC36$3.22K0.00%00.0%Unchanged
First Pacific Financial36$3.22K0.00%+33+1,100.0%Added
AdvisorNet Financial, Inc37$3.31K0.00%+10+37.0%Added
SJS Investment Consulting Inc.37$3.31K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.37$3.31K0.00%+5+15.6%Added
Sachetta, LLC38$3.79K0.00%+27+245.5%Added
West Paces Advisors Inc.44$3.93K0.00%00.0%Unchanged
JDM Financial Group LLC45$4.02K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC46$4.11K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.48$4.29K0.00%00.0%Unchanged
Bellevue Asset Management, LLC51$4.56K0.00%00.0%Unchanged
Raleigh Capital Management Inc.51$4.56K0.00%+21+70.0%Added
City State Bank54$4.83K0.00%00.0%Unchanged
MV Capital Management, Inc.55$4.92K0.00%+5+10.0%Added
Fortitude Family Office, LLC57$5.10K0.00%00.0%Unchanged
Central Trust Co57$5.10K0.00%00.0%Unchanged
Hollencrest Capital Management60$5.37K0.00%+60New
Baldwin Brothers Inc64$5.72K0.00%+64New
St Germain D J Co Inc67$5.99K0.00%+67New
Harbour Investments, Inc.71$6.35K0.00%+41+136.7%Added
Cullen/Frost Bankers, Inc.73$6.53K0.00%+73New
Key Financial Inc84$7.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC85$7.60K0.00%+42+97.7%Added
Migdal Insurance & Financial Holdings Ltd.85$8.00K0.00%+85New
Duncker Streett & Co Inc93$8.31K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.93$8.32K0.00%+93New
Webster Bank, N. A.94$8.40K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$8.94K0.00%00.0%Unchanged
Rakuten Securities, Inc.100$8.94K0.00%+99+9,900.0%Added
Hexagon Capital Partners LLC101$9.03K0.00%−1−1.0%Reduced
Geneos Wealth Management Inc.103$9.21K0.00%+103New
Cypress Capital, LLC113$10.1K0.00%+113New
Farmers & Merchants Investments Inc115$10.3K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC123$11.0K0.02%00.0%Unchanged
Rothschild Investment LLC130$11.6K0.00%+85+188.9%Added
Rocky Mountain Advisers, LLC136$12.2K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC136$12.2K0.00%+136New
Red Tortoise LLC147$13.1K0.01%00.0%Unchanged
Naples Money Management LLC150$13.4K0.01%+150New
JFS Wealth Advisors, LLC150$13.4K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC150$13.4K0.01%00.0%Unchanged
WR Wealth Planners, LLC151$13.5K0.00%00.0%Unchanged
Rise Advisors, LLC158$14.1K0.01%00.0%Unchanged
Caitlin John, LLC159$14.2K0.01%+159New
Great Lakes Retirement, Inc.163$14.6K0.00%+163New
Family Firm, Inc.177$15.8K0.00%+177New
Versant Capital Management, Inc179$16.0K0.00%+119+198.3%Added
LGT Financial Advisors LLC188$16.8K0.04%00.0%Unchanged
Capital Advisors, Ltd. LLC198$18.0K0.00%−7−3.4%Reduced
GW&K Investment Management, LLC198$18.0K0.00%00.0%Unchanged
Piscataqua Savings Bank204$18.2K0.02%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.205$18.3K0.00%+205New
Ancora Advisors, LLC220$19.7K0.00%00.0%Unchanged
Kings Path Partners LLC231$20.7K0.01%+231New
EverSource Wealth Advisors, LLC212$21.1K0.00%+27+14.6%Added
Lindbrook Capital, LLC249$22.3K0.00%+28+12.7%Added
Delta Asset Management LLC250$22.4K0.00%00.0%Unchanged
JJJ Advisors Inc.258$23.1K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC268$24.0K0.02%+268New
Crewe Advisors LLC297$26.6K0.00%+228+330.4%Added
DSM Capital Partners LLC299$26.7K0.00%00.0%Unchanged
TD Private Client Wealth LLC330$29.5K0.00%+8+2.5%Added
Smartleaf Asset Management LLC340$30.7K0.01%+224+193.1%Added
Quadrant Capital Group LLC346$30.9K0.00%+2+0.6%Added
Colonial Trust Co379$33.9K0.01%+344+982.9%Added
Jones Financial Companies LLLP384$34.3K0.00%+252+190.9%Added
TFC Financial Management386$34.5K0.01%−1−0.3%Reduced
Beaird Harris Wealth Management, LLC399$35.7K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc400$35.8K0.00%00.0%Unchanged
Intelligent Financial Strategies445$39.8K0.02%−64−12.6%Reduced
Alaska Permanent Fund Corp412$41.0K0.00%+3+0.7%Added