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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 457 | $41.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 474 | $42.4K | 0.00% | −43−8.3% | Reduced |
| PSI Advisors, LLC | 498 | $44.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $45.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 506 | $45.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 532 | $47.6K | 0.00% | +211+65.7% | Added |
| Ronald Blue Trust, Inc. | 550 | $48.1K | 0.00% | +323+142.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 548 | $49.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 589 | $52.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 625 | $55.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 646 | $57.8K | 0.00% | +28+4.5% | Added |
| Quent Capital, LLC | 647 | $57.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 633 | $58.5K | 0.00% | +6+1.0% | Added |
| Gables Capital Management Inc. | 668 | $59.7K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $60.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 699 | $62.5K | 0.04% | +699 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 703 | $62.9K | 0.00% | −650−48.0% | Reduced |
| State of Wyoming | 720 | $64.4K | 0.01% | −428−37.3% | Reduced |
| Raffa Wealth Management, LLC | 723 | $64.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 728 | $65.0K | 0.04% | +528+264.0% | Added |
| Orion Capital Management LLC | 807 | $72.2K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 849 | $75.9K | 0.02% | −1−0.1% | Reduced |
| Park Place Capital Corp | 858 | $76.7K | 0.02% | −305−26.2% | Reduced |
| Massmutual Trust Co FSB | 916 | $81.9K | 0.00% | +201+28.1% | Added |
| Ci Investments Inc. | 953 | $85.0K | 0.00% | −1,594−62.6% | Reduced |
| Parkside Financial Bank & Trust | 963 | $86.1K | 0.01% | +170+21.4% | Added |
| Montag A & Associates Inc | 980 | $87.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,019 | $91.1K | 0.00% | +1,000+5,263.2% | Added |
| Sentry Investment Management LLC | 1,025 | $92.0K | 0.04% | −210−17.0% | Reduced |
| Sound Income Strategies, LLC | 1,098 | $98.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,137 | $102.0K | 0.00% | +23+2.1% | Added |
| Spire Wealth Management | 1,161 | $103.8K | 0.00% | +6+0.5% | Added |
| Atticus Wealth Management, LLC | 1,170 | $104.6K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,250 | $111.8K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,308 | $117.0K | 0.01% | +1,308 | New |
| Benjamin Edwards Inc | 1,326 | $119.0K | 0.02% | −423−24.2% | Reduced |
| Trust Co of Vermont | 1,401 | $125.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,472 | $131.6K | 0.00% | +204+16.1% | Added |
| SRS Capital Advisors, Inc. | 1,530 | $136.8K | 0.01% | +1,510+7,550.0% | Added |
| Signaturefd, LLC | 1,535 | $137.2K | 0.00% | −171−10.0% | Reduced |
| Virtus Investment Advisers, Inc. | 1,724 | $154.1K | 0.13% | −896−34.2% | Reduced |
| Parallel Advisors, LLC | 1,821 | $162.8K | 0.00% | +14+0.8% | Added |
| AlphaCentric Advisors LLC | 2,049 | $183.2K | 0.13% | +2,049 | New |
| GeoWealth Management, LLC | 2,163 | $193.4K | 0.01% | +440+25.5% | Added |
| Smithfield Trust Co | 2,161 | $194.0K | 0.01% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 2,266 | $202.6K | 1.41% | +2,266 | New |
| Trinity Financial Advisors LLC | 2,277 | $203.6K | 0.09% | +2,277 | New |
| NBC Securities, Inc. | 2,314 | $206.0K | 0.02% | 00.0% | Unchanged |
| Trust Investment Advisors | 2,323 | $207.7K | 0.13% | +2,323 | New |
| Vicus Capital | 2,324 | $207.8K | 0.02% | −46−1.9% | Reduced |
| Tocqueville Asset Management L.P. | 2,327 | $208.1K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,348 | $209.9K | 0.02% | +2,348 | New |
| Snowden Capital Advisors LLC | 2,369 | $211.8K | 0.01% | +2,369 | New |
| Tiemann Investment Advisors, LLC | 2,380 | $212.8K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,380 | $212.8K | 0.01% | +2,380 | New |
| Covenant Partners, LLC | 2,383 | $213.1K | 0.06% | −327−12.1% | Reduced |
| Moloney Securities Asset Management, LLC | 2,396 | $214.2K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,364 | $215.0K | 0.23% | −116−4.7% | Reduced |
| Mather Group, LLC. | 2,461 | $215.4K | 0.00% | +335+15.8% | Added |
| Trust Point Inc. | 2,416 | $216.0K | 0.02% | +2,416 | New |
| Ashton Thomas Private Wealth, LLC | 2,433 | $217.5K | 0.01% | +15+0.6% | Added |
| Farther Finance Advisors, LLC | 2,459 | $219.1K | 0.01% | +895+57.2% | Added |
| Simplicity Wealth,LLC | 2,505 | $224.0K | 0.01% | +132+5.6% | Added |
| Bleakley Financial Group, LLC | 2,505 | $224.0K | 0.01% | +132+5.6% | Added |
| Simplex Trading, LLC | 2,527 | $225.0K | 0.01% | +2,527 | New |
| Burney Co | 2,520 | $225.3K | 0.01% | +2,520 | New |
| Atria Wealth Solutions, Inc. | 2,520 | $225.3K | 0.00% | −878−25.8% | Reduced |
| Regions Financial Corp | 2,528 | $226.0K | 0.00% | +2,528 | New |
| MSH Capital Advisors LLC | 2,534 | $226.6K | 0.08% | −531−17.3% | Reduced |
| Centiva Capital, LP | 2,537 | $226.8K | 0.01% | −10,330−80.3% | Reduced |
| Change Path, LLC | 2,543 | $227.0K | 0.01% | +2,543 | New |
| Cigna Investments Inc | 2,543 | $228.0K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,560 | $228.9K | 0.01% | +2,560 | New |
| Ascent Group, LLC | 2,605 | $232.9K | 0.02% | +2,605 | New |
| Confluence Wealth Services, Inc. | 2,626 | $234.8K | 0.02% | +2,626 | New |
| Huntington National Bank | 2,635 | $235.6K | 0.00% | +1,035+64.7% | Added |
| Brightwater Advisory LLC | 2,662 | $238.0K | 0.18% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,667 | $238.5K | 0.02% | +2,667 | New |
| Provident Wealth Management, LLC | 2,689 | $240.4K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 2,695 | $240.9K | 0.00% | +89+3.4% | Added |
| Trust Asset Management LLC | 2,703 | $241.7K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,710 | $242.3K | 0.02% | +2,710 | New |
| TD Waterhouse Canada Inc. | 2,815 | $250.8K | 0.00% | +2,391+563.9% | Added |
| Ewa, LLC | 2,580 | $253.0K | 0.10% | +22+0.9% | Added |
| Carmel Capital Partners, LLC | 2,850 | $254.8K | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,965 | $265.1K | 0.00% | −395−11.8% | Reduced |
| Mattern Wealth Management LLC | 2,966 | $265.2K | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,997 | $268.0K | 0.05% | −167−5.3% | Reduced |
| Graypoint LLC | 3,009 | $269.0K | 0.02% | +210+7.5% | Added |
| GYL Financial Synergies, LLC | 3,038 | $271.6K | 0.02% | −70−2.3% | Reduced |
| Mutual Advisors, LLC | 2,753 | $271.6K | 0.01% | +175+6.8% | Added |
| Apollon Wealth Management, LLC | 3,046 | $272.3K | 0.01% | +414+15.7% | Added |
| Hamilton Capital Partners Inc. | 3,052 | $272.9K | 0.03% | −1,080−26.1% | Reduced |
| Copperwynd Financial, LLC | 2,772 | $275.6K | 0.09% | +126+4.8% | Added |
| Operose Advisors LLC | 3,117 | $278.7K | 0.10% | +2,900+1,336.4% | Added |
| Frank, Rimerman Advisors LLC | 3,122 | $279.1K | 0.02% | +3,122 | New |
| Moneta Group Investment Advisors LLC | 3,171 | $283.5K | 0.00% | −565−15.1% | Reduced |
| First Affirmative Financial Network | 3,199 | $286.0K | 0.20% | −702−18.0% | Reduced |
| Wallace Advisory Group, LLC | 3,203 | $286.4K | 0.21% | +176+5.8% | Added |
| Lazard Asset Management LLC | 3,281 | $292.0K | 0.00% | −6,978−68.0% | Reduced |