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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 3,285 | $293.7K | 0.05% | −339−9.4% | Reduced |
| Anchor Investment Management, LLC | 3,286 | $293.8K | 0.03% | +125+4.0% | Added |
| Independent Financial Group, LLC | 3,359 | $300.3K | 0.01% | +254+8.2% | Added |
| Horizon Investments, LLC | 3,376 | $301.4K | 0.01% | +45+1.4% | Added |
| Diversify Wealth Management, LLC | 3,068 | $301.8K | 0.04% | +3,068 | New |
| Benchmark Investment Advisors LLC | 3,383 | $302.5K | 0.22% | +3,383 | New |
| Canandaigua National Bank & Trust Co | 3,400 | $304.0K | 0.03% | −15−0.4% | Reduced |
| Private Trust Co NA | 3,410 | $304.9K | 0.03% | +270+8.6% | Added |
| Ballentine Partners, LLC | 3,449 | $308.4K | 0.01% | +86+2.6% | Added |
| Symmetry Partners, LLC | 3,459 | $309.0K | 0.02% | −859−19.9% | Reduced |
| Fox Run Management, L.L.C. | 3,461 | $309.4K | 0.06% | +3,461 | New |
| Walleye Capital LLC | 3,477 | $310.9K | 0.00% | +3,477 | New |
| Argent Trust Co | 3,518 | $314.5K | 0.01% | +3,518 | New |
| Strategy Asset Managers LLC | 4,590 | $316.0K | 0.07% | −7,473−61.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,552 | $318.0K | 0.23% | +15+0.4% | Added |
| Brinker Capital Investments, LLC | 3,589 | $320.9K | 0.00% | −116−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 3,589 | $320.9K | 0.00% | −116−3.1% | Reduced |
| Profund Advisors LLC | 3,623 | $323.9K | 0.01% | −71−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 3,650 | $326.3K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,678 | $328.8K | 0.02% | +3,678 | New |
| Smith Shellnut Wilson LLC | 3,687 | $329.7K | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,722 | $332.8K | 0.01% | +252+7.3% | Added |
| Jefferies Financial Group Inc. | 3,785 | $338.4K | 0.01% | +3,785 | New |
| Concurrent Investment Advisors, LLC | 3,795 | $339.3K | 0.01% | +3,795 | New |
| Revisor Wealth Management LLC | 3,806 | $340.3K | 0.24% | −2,667−41.2% | Reduced |
| Outlook Wealth Advisors, LLC | 3,834 | $342.8K | 0.17% | +3,834 | New |
| DoubleLine ETF Adviser LP | 3,901 | $348.8K | 0.09% | −139−3.4% | Reduced |
| River Wealth Advisors LLC | 3,916 | $350.1K | 0.05% | −400−9.3% | Reduced |
| Greenleaf Trust | 3,925 | $350.9K | 0.00% | +115+3.0% | Added |
| Legacy Wealth Asset Management, LLC | 3,956 | $353.7K | 0.10% | +49+1.3% | Added |
| Alliance Wealth Advisors, LLC | 3,962 | $354.2K | 0.10% | +79+2.0% | Added |
| Schechter Investment Advisors, LLC | 3,966 | $354.6K | 0.03% | +7+0.2% | Added |
| Buckingham Strategic Wealth, LLC | 3,998 | $357.5K | 0.00% | +30+0.8% | Added |
| Journey Strategic Wealth LLC | 4,043 | $361.5K | 0.02% | +1,071+36.0% | Added |
| Alps Advisors Inc | 4,071 | $364.0K | 0.00% | −24−0.6% | Reduced |
| Cynosure Management, LLC | 4,099 | $366.5K | 0.06% | +470+13.0% | Added |
| Brown Advisory Inc | 4,128 | $369.1K | 0.00% | −136−3.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $370.8K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,149 | $371.0K | 0.00% | −488−10.5% | Reduced |
| Means Investment Co., Inc. | 4,150 | $371.1K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 4,267 | $382.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,270 | $384.7K | 0.04% | −80−1.8% | Reduced |
| Apriem Advisors | 4,343 | $388.3K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,374 | $391.1K | 0.02% | +4,320+8,000.0% | Added |
| Wetherby Asset Management Inc | 4,494 | $401.8K | 0.02% | −19−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,510 | $403.2K | 0.03% | −66−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 4,522 | $404.0K | 0.03% | +1,682+59.2% | Added |
| Harbor Capital Advisors, Inc. | 4,531 | $405.0K | 0.03% | +12+0.3% | Added |
| Financial Advocates Investment Management | 4,542 | $406.1K | 0.03% | +4,542 | New |
| Somerset Trust Co | 4,546 | $406.5K | 0.17% | −4−0.1% | Reduced |
| Paloma Partners Management Co | 4,552 | $407.0K | 0.04% | +4,552 | New |
| Callan Family Office, LLC | 4,555 | $407.3K | 0.08% | +4,555 | New |
| HighPoint Advisor Group LLC | 4,102 | $410.0K | 0.02% | +49+1.2% | Added |
| Forum Private Client Group LLC | 4,615 | $412.6K | 0.20% | +7+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 4,629 | $413.9K | 0.03% | +48+1.0% | Added |
| Vontobel Holding Ltd. | 4,648 | $415.6K | 0.00% | −430−8.5% | Reduced |
| Lido Advisors, LLC | 4,655 | $416.3K | 0.00% | +222+5.0% | Added |
| HB Wealth Management, LLC | 4,693 | $419.6K | 0.00% | +1,115+31.2% | Added |
| Forum Financial Management, LP | 4,711 | $421.2K | 0.01% | +4+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 4,740 | $423.8K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,801 | $429.3K | 0.00% | −342,426−98.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,819 | $430.9K | 0.00% | +2,330+93.6% | Added |
| Washington Trust Bank | 4,842 | $432.9K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,043 | $450.9K | 0.18% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 5,116 | $457.4K | 0.06% | −212−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 5,199 | $464.8K | 0.01% | −52−1.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,259 | $470.2K | 0.16% | +209+4.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,378 | $480.9K | 0.20% | −4,567−45.9% | Reduced |
| Swiss Life Asset Management Ltd | 5,391 | $482.0K | 0.01% | +5,391 | New |
| Investment Management Corp of Ontario | 5,480 | $490.0K | 0.01% | +1,600+41.2% | Added |
| Norden Group LLC | 5,513 | $492.9K | 0.10% | −701−11.3% | Reduced |
| Mayflower Financial Advisors, LLC | 5,563 | $497.4K | 0.08% | +8+0.1% | Added |
| Fifth Third Bancorp | 5,758 | $514.8K | 0.00% | +202+3.6% | Added |
| GAMMA Investing LLC | 5,776 | $516.4K | 0.07% | +1,738+43.0% | Added |
| Klingman & Associates, LLC | 5,805 | $519.0K | 0.04% | −27,730−82.7% | Reduced |
| We Are One Seven, LLC | 5,922 | $529.5K | 0.03% | +578+10.8% | Added |
| Private Advisor Group, LLC | 5,923 | $529.6K | 0.00% | +5,923 | New |
| Kestra Private Wealth Services, LLC | 5,953 | $532.3K | 0.01% | +5,953 | New |
| Synovus Financial Corp | 6,040 | $540.0K | 0.01% | +13+0.2% | Added |
| Fidelis Capital Partners, LLC | 5,472 | $540.6K | 0.08% | +47+0.9% | Added |
| CWM, LLC | 6,122 | $547.0K | 0.00% | −195−3.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,171 | $552.0K | 0.20% | −1,579−20.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $557.4K | 0.01% | +241+4.0% | Added |
| Xcel Wealth Management, LLC | 6,284 | $561.9K | 0.18% | −105−1.6% | Reduced |
| Gen-Wealth Partners Inc | 6,297 | $563.0K | 0.27% | +559+9.7% | Added |
| Squarepoint Ops LLC | 6,416 | $573.7K | 0.00% | +10+0.2% | Added |
| Studio Investment Management LLC | 6,417 | $573.7K | 0.13% | +130+2.1% | Added |
| ISAM Funds (UK) Ltd | 6,512 | $582.2K | 0.44% | +6,512 | New |
| Next Level Private LLC | 6,514 | $582.4K | 0.27% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,680 | $597.3K | 0.05% | 00.0% | Unchanged |
| Ossiam | 6,694 | $598.5K | 0.01% | −3,717−35.7% | Reduced |
| Summit Financial, LLC | 6,771 | $605.4K | 0.03% | +3,617+114.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,779 | $606.0K | 0.01% | −10,676−61.2% | Reduced |
| Moors & Cabot, Inc. | 6,781 | $606.3K | 0.03% | +38+0.6% | Added |
| Veriti Management LLC | 6,805 | $608.5K | 0.04% | +2,413+54.9% | Added |
| Sequoia Financial Advisors, LLC | 6,856 | $613.0K | 0.01% | +163+2.4% | Added |
| Legacy Capital Wealth Partners, LLC | 6,933 | $619.9K | 0.16% | +6,933 | New |
| Plato Investment Management Ltd | 6,952 | $621.6K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,972 | $623.4K | 0.01% | +8+0.1% | Added |
| Machina Capital S.A.S. | 6,981 | $624.2K | 0.28% | +6,981 | New |