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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 7,050 | $628.3K | 0.41% | −1,333−15.9% | Reduced |
| Spears Abacus Advisors LLC | 7,050 | $630.3K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,070 | $632.1K | 0.01% | −33,604−82.6% | Reduced |
| NEOS Investment Management LLC | 7,076 | $632.7K | 0.03% | +1,992+39.2% | Added |
| Tokio Marine Asset Management Co Ltd | 7,096 | $634.5K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 7,100 | $634.8K | 0.38% | +7,100 | New |
| SevenBridge Financial Group, LLC | 6,506 | $646.5K | 0.14% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,348 | $657.0K | 0.81% | +10+0.1% | Added |
| Ieq Capital, LLC | 7,368 | $658.8K | 0.01% | +712+10.7% | Added |
| Portside Wealth Group, LLC | 7,441 | $665.3K | 0.13% | +1,543+26.2% | Added |
| Avantax Advisory Services, Inc. | 7,455 | $666.6K | 0.00% | +3,281+78.6% | Added |
| Hyperion Capital Advisors LP | 7,500 | $670.6K | 0.31% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,515 | $671.9K | 0.00% | −139−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,535 | $673.7K | 0.02% | +39+0.5% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,597 | $679.2K | 0.47% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,636 | $682.7K | 0.05% | −159−2.0% | Reduced |
| Keeley-Teton Advisors, LLC | 7,759 | $693.7K | 0.09% | −2,441−23.9% | Reduced |
| Manchester Capital Management LLC | 7,790 | $696.5K | 0.08% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7,884 | $705.0K | 0.13% | +72+0.9% | Added |
| Aquatic Capital Management LLC | 8,000 | $715.3K | 0.03% | +8,000 | New |
| Brookstone Capital Management | 7,684 | $718.8K | 0.01% | −2,329−23.3% | Reduced |
| Monte Financial Group, LLC | 8,055 | $720.2K | 0.32% | +2,268+39.2% | Added |
| Norinchukin Bank, The | 8,222 | $735.1K | 0.02% | +125+1.5% | Added |
| ORG Partners LLC | 8,352 | $744.3K | 0.09% | +7,719+1,219.4% | Added |
| Occidental Asset Management, LLC | 8,350 | $746.6K | 0.13% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 8,469 | $757.2K | 0.66% | +8,469 | New |
| Wealthfront Advisers LLC | 8,479 | $758.1K | 0.00% | +525+6.6% | Added |
| Financial Enhancement Group LLC | 7,577 | $763.8K | 0.12% | −58−0.8% | Reduced |
| Centennial Bank | 8,686 | $776.6K | 0.38% | 00.0% | Unchanged |
| M&T Bank Corp | 8,710 | $778.8K | 0.00% | +181+2.1% | Added |
| Principal Securities, Inc. | 8,715 | $779.2K | 0.02% | −404−4.4% | Reduced |
| Gibbs Wealth Management | 8,743 | $781.7K | 0.32% | +6,050+224.7% | Added |
| CIBC World Markets Inc. | 8,780 | $785.0K | 0.00% | +125+1.4% | Added |
| Mount Yale Investment Advisors, LLC | 8,794 | $786.3K | 0.06% | −430−4.7% | Reduced |
| Lindenwold Advisors | 8,795 | $786.4K | 0.42% | −204−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 8,964 | $801.5K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,228 | $807.8K | 0.22% | 00.0% | Unchanged |
| Glenview Trust Co | 9,048 | $809.0K | 0.02% | −763−7.8% | Reduced |
| Park Avenue Securities LLC | 9,094 | $813.0K | 0.01% | −1,390−13.3% | Reduced |
| Unigestion Holding SA | 11,615 | $825.9K | 0.05% | −1,519−11.6% | Reduced |
| Integrated Wealth Concepts LLC | 9,426 | $842.8K | 0.01% | −748−7.4% | Reduced |
| Commerce Bank | 9,449 | $844.8K | 0.01% | −149−1.6% | Reduced |
| JSF Financial, LLC | 9,459 | $845.8K | 0.26% | +517+5.8% | Added |
| Capstone Investment Advisors, LLC | 9,479 | $847.5K | 0.02% | +1,860+24.4% | Added |
| Nomura Holdings Inc | 9,833 | $879.2K | 0.01% | −949−8.8% | Reduced |
| E. Ohman J:or Asset Management AB | 9,900 | $885.2K | 0.02% | 00.0% | Unchanged |
| Invst, LLC | 9,986 | $889.9K | 0.10% | +6+0.1% | Added |
| Gilbert & Cook, Inc. | 9,958 | $890.3K | 0.13% | −1,286−11.4% | Reduced |
| Claro Advisors LLC | 10,002 | $894.2K | 0.14% | −387−3.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,013 | $895.3K | 0.08% | +10,013 | New |
| Virtus ETF Advisers LLC | 10,044 | $898.0K | 0.44% | +441+4.6% | Added |
| Mirabella Financial Services LLP | 10,045 | $898.1K | 0.07% | +10,045 | New |
| Resonant Capital Advisors, LLC | 10,142 | $906.8K | 0.07% | +448+4.6% | Added |
| Rakuten Investment Management, Inc. | 10,165 | $916.5K | 0.01% | +3,764+58.8% | Added |
| PEAK6 Investments LLC | 10,281 | $919.2K | 0.04% | +3,319+47.7% | Added |
| Beacon Pointe Advisors, LLC | 10,305 | $921.3K | 0.01% | −907−8.1% | Reduced |
| FMFE Wealth Management, LLC | 10,528 | $941.3K | 0.87% | 00.0% | Unchanged |
| Retireful, LLC | 10,620 | $949.5K | 0.45% | +10,620 | New |
| Exchange Traded Concepts, LLC | 10,621 | $949.6K | 0.02% | −2,956−21.8% | Reduced |
| Virtu Financial LLC | 10,684 | $955.0K | 0.07% | +3,003+39.1% | Added |
| Chaney Capital Management, Inc. | 10,864 | $971.4K | 0.64% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,878 | $972.6K | 0.10% | +33+0.3% | Added |
| Marshall Financial Group LLC | 11,222 | $1.00M | 0.28% | +11,222 | New |
| Equitable Trust Co | 11,223 | $1.00M | 0.07% | −120−1.1% | Reduced |
| Ostrum Asset Management | 11,322 | $1.01M | 0.09% | −880−7.2% | Reduced |
| Greenfield Seitz Capital Management, LLC | 11,400 | $1.02M | 0.38% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,414 | $1.02M | 0.21% | +11,414 | New |
| Compass Ion Advisors, LLC | 11,662 | $1.02M | 0.15% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,603 | $1.04M | 0.09% | +11,603 | New |
| Tributary Capital Management, LLC | 11,680 | $1.04M | 0.09% | −1,571−11.9% | Reduced |
| SRN Advisors, LLC | 11,706 | $1.05M | 0.87% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,725 | $1.05M | 0.01% | +2,065+21.4% | Added |
| Cyndeo Wealth Partners, LLC | 11,838 | $1.06M | 0.08% | +18+0.2% | Added |
| New Mexico Educational Retirement Board | 11,900 | $1.06M | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 12,000 | $1.07M | 0.89% | 00.0% | Unchanged |
| Teza Capital Management LLC | 12,101 | $1.08M | 0.13% | +7,579+167.6% | Added |
| Vinva Investment Management Ltd | 12,231 | $1.10M | 0.06% | +752+6.6% | Added |
| Fiduciary Trust Co | 12,404 | $1.11M | 0.02% | +3,087+33.1% | Added |
| AQR Capital Management LLC | 12,419 | $1.11M | 0.00% | −12,711−50.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,473 | $1.12M | 0.00% | +2,288+22.5% | Added |
| Harmony Asset Management LLC | 12,979 | $1.16M | 0.49% | −302−2.3% | Reduced |
| Cullinan Associates Inc | 13,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,400 | $1.20M | 0.02% | −400−2.9% | Reduced |
| Securian Asset Management, Inc | 13,505 | $1.21M | 0.04% | −369−2.7% | Reduced |
| Simon Quick Advisors, LLC | 13,549 | $1.21M | 0.09% | +5,507+68.5% | Added |
| Everence Capital Management Inc | 15,040 | $1.23M | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,788 | $1.23M | 0.03% | −3,124−18.5% | Reduced |
| Suncoast Equity Management | 13,955 | $1.25M | 0.14% | +707+5.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,965 | $1.25M | 0.07% | +13,965 | New |
| Kestra Advisory Services, LLC | 14,032 | $1.25M | 0.01% | +6,209+79.4% | Added |
| Mercer Global Advisors Inc | 14,078 | $1.26M | 0.00% | +841+6.4% | Added |
| Metis Global Partners, LLC | 14,090 | $1.26M | 0.04% | +373+2.7% | Added |
| CWM Advisors, LLC | 14,135 | $1.26M | 0.15% | −3,897−21.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 14,315 | $1.28M | 0.13% | +1,271+9.7% | Added |
| MBB Public Markets I LLC | 14,861 | $1.33M | 0.03% | +14,861 | New |
| Roundview Capital LLC | 14,942 | $1.34M | 0.11% | +244+1.7% | Added |
| Wedbush Securities Inc | 15,207 | $1.36M | 0.05% | −404−2.6% | Reduced |
| Hartford Investment Management Co | 15,378 | $1.37M | 0.05% | −37−0.2% | Reduced |
| SlateStone Wealth, LLC | 15,400 | $1.38M | 0.15% | −16−0.1% | Reduced |
| IFP Advisors, Inc | 15,563 | $1.39M | 0.06% | +14,743+1,797.9% | Added |