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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
Virtu Financial LLC10,684$955.0K0.07%+3,003+39.1%Added
Exchange Traded Concepts, LLC10,621$949.6K0.02%−2,956−21.8%Reduced
Retireful, LLC10,620$949.5K0.45%+10,620New
FMFE Wealth Management, LLC10,528$941.3K0.87%00.0%Unchanged
Beacon Pointe Advisors, LLC10,305$921.3K0.01%−907−8.1%Reduced
PEAK6 Investments LLC10,281$919.2K0.04%+3,319+47.7%Added
Rakuten Investment Management, Inc.10,165$916.5K0.01%+3,764+58.8%Added
Resonant Capital Advisors, LLC10,142$906.8K0.07%+448+4.6%Added
Mirabella Financial Services LLP10,045$898.1K0.07%+10,045New
Virtus ETF Advisers LLC10,044$898.0K0.44%+441+4.6%Added
Campbell & CO Investment Adviser LLC10,013$895.3K0.08%+10,013New
Claro Advisors LLC10,002$894.2K0.14%−387−3.7%Reduced
Gilbert & Cook, Inc.9,958$890.3K0.13%−1,286−11.4%Reduced
Invst, LLC9,986$889.9K0.10%+6+0.1%Added
E. Ohman J:or Asset Management AB9,900$885.2K0.02%00.0%Unchanged
Nomura Holdings Inc9,833$879.2K0.01%−949−8.8%Reduced
Capstone Investment Advisors, LLC9,479$847.5K0.02%+1,860+24.4%Added
JSF Financial, LLC9,459$845.8K0.26%+517+5.8%Added
Commerce Bank9,449$844.8K0.01%−149−1.6%Reduced
Integrated Wealth Concepts LLC9,426$842.8K0.01%−748−7.4%Reduced
Unigestion Holding SA11,615$825.9K0.05%−1,519−11.6%Reduced
Park Avenue Securities LLC9,094$813.0K0.01%−1,390−13.3%Reduced
Glenview Trust Co9,048$809.0K0.02%−763−7.8%Reduced
Integrated Investment Consultants, LLC9,228$807.8K0.22%00.0%Unchanged
Siemens Fonds Invest GmbH8,964$801.5K0.06%00.0%Unchanged
Lindenwold Advisors8,795$786.4K0.42%−204−2.3%Reduced
Mount Yale Investment Advisors, LLC8,794$786.3K0.06%−430−4.7%Reduced
CIBC World Markets Inc.8,780$785.0K0.00%+125+1.4%Added
Gibbs Wealth Management8,743$781.7K0.32%+6,050+224.7%Added
Principal Securities, Inc.8,715$779.2K0.02%−404−4.4%Reduced
M&T Bank Corp8,710$778.8K0.00%+181+2.1%Added
Centennial Bank8,686$776.6K0.38%00.0%Unchanged
Financial Enhancement Group LLC7,577$763.8K0.12%−58−0.8%Reduced
Wealthfront Advisers LLC8,479$758.1K0.00%+525+6.6%Added
Sound Financial Strategies Group, LLC8,469$757.2K0.66%+8,469New
Occidental Asset Management, LLC8,350$746.6K0.13%00.0%Unchanged
ORG Partners LLC8,352$744.3K0.09%+7,719+1,219.4%Added
Norinchukin Bank, The8,222$735.1K0.02%+125+1.5%Added
Monte Financial Group, LLC8,055$720.2K0.32%+2,268+39.2%Added
Brookstone Capital Management7,684$718.8K0.01%−2,329−23.3%Reduced
Aquatic Capital Management LLC8,000$715.3K0.03%+8,000New
SkyView Investment Advisors, LLC7,884$705.0K0.13%+72+0.9%Added
Manchester Capital Management LLC7,790$696.5K0.08%00.0%Unchanged
Keeley-Teton Advisors, LLC7,759$693.7K0.09%−2,441−23.9%Reduced
Kentucky Retirement Systems Insurance Trust Fund7,636$682.7K0.05%−159−2.0%Reduced
Keyes, Stange & Wooten Wealth Management, LLC7,597$679.2K0.47%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC7,535$673.7K0.02%+39+0.5%Added
Macquarie Group Ltd7,515$671.9K0.00%−139−1.8%Reduced
Hyperion Capital Advisors LP7,500$670.6K0.31%00.0%Unchanged
Avantax Advisory Services, Inc.7,455$666.6K0.00%+3,281+78.6%Added
Portside Wealth Group, LLC7,441$665.3K0.13%+1,543+26.2%Added
Ieq Capital, LLC7,368$658.8K0.01%+712+10.7%Added
Holland Advisory Services, Inc.7,348$657.0K0.81%+10+0.1%Added
SevenBridge Financial Group, LLC6,506$646.5K0.14%00.0%Unchanged
nVerses Capital, LLC7,100$634.8K0.38%+7,100New
Tokio Marine Asset Management Co Ltd7,096$634.5K0.03%00.0%Unchanged
NEOS Investment Management LLC7,076$632.7K0.03%+1,992+39.2%Added
Banco Bilbao Vizcaya Argentaria, S.A.7,070$632.1K0.01%−33,604−82.6%Reduced
Spears Abacus Advisors LLC7,050$630.3K0.01%00.0%Unchanged
Bullock Wealth Management Group7,050$628.3K0.41%−1,333−15.9%Reduced
Machina Capital S.A.S.6,981$624.2K0.28%+6,981New
Resources Investment Advisors, LLC.6,972$623.4K0.01%+8+0.1%Added
Plato Investment Management Ltd6,952$621.6K0.06%00.0%Unchanged
Legacy Capital Wealth Partners, LLC6,933$619.9K0.16%+6,933New
Sequoia Financial Advisors, LLC6,856$613.0K0.01%+163+2.4%Added
Veriti Management LLC6,805$608.5K0.04%+2,413+54.9%Added
Moors & Cabot, Inc.6,781$606.3K0.03%+38+0.6%Added
BI Asset Management Fondsmaeglerselskab A/S6,779$606.0K0.01%−10,676−61.2%Reduced
Summit Financial, LLC6,771$605.4K0.03%+3,617+114.7%Added
Ossiam6,694$598.5K0.01%−3,717−35.7%Reduced
NFP Retirement, Inc.6,680$597.3K0.05%00.0%Unchanged
Next Level Private LLC6,514$582.4K0.27%00.0%Unchanged
ISAM Funds (UK) Ltd6,512$582.2K0.44%+6,512New
Studio Investment Management LLC6,417$573.7K0.13%+130+2.1%Added
Squarepoint Ops LLC6,416$573.7K0.00%+10+0.2%Added
Gen-Wealth Partners Inc6,297$563.0K0.27%+559+9.7%Added
Xcel Wealth Management, LLC6,284$561.9K0.18%−105−1.6%Reduced
B. Metzler seel. Sohn & Co. AG6,234$557.4K0.01%+241+4.0%Added
Jackson Creek Investment Advisors LLC6,171$552.0K0.20%−1,579−20.4%Reduced
CWM, LLC6,122$547.0K0.00%−195−3.1%Reduced
Fidelis Capital Partners, LLC5,472$540.6K0.08%+47+0.9%Added
Synovus Financial Corp6,040$540.0K0.01%+13+0.2%Added
Kestra Private Wealth Services, LLC5,953$532.3K0.01%+5,953New
Private Advisor Group, LLC5,923$529.6K0.00%+5,923New
We Are One Seven, LLC5,922$529.5K0.03%+578+10.8%Added
Klingman & Associates, LLC5,805$519.0K0.04%−27,730−82.7%Reduced
GAMMA Investing LLC5,776$516.4K0.07%+1,738+43.0%Added
Fifth Third Bancorp5,758$514.8K0.00%+202+3.6%Added
Mayflower Financial Advisors, LLC5,563$497.4K0.08%+8+0.1%Added
Norden Group LLC5,513$492.9K0.10%−701−11.3%Reduced
Investment Management Corp of Ontario5,480$490.0K0.01%+1,600+41.2%Added
Swiss Life Asset Management Ltd5,391$482.0K0.01%+5,391New
Baker Tilly Wealth Management, LLC5,378$480.9K0.20%−4,567−45.9%Reduced
Argonautica Private Wealth Management, Inc5,259$470.2K0.16%+209+4.1%Added
Kingsview Wealth Management, LLC5,199$464.8K0.01%−52−1.0%Reduced
Global X Japan Co., Ltd.5,116$457.4K0.06%−212−4.0%Reduced
Cadent Capital Advisors, LLC5,043$450.9K0.18%00.0%Unchanged
Washington Trust Bank4,842$432.9K0.04%00.0%Unchanged
Federation des caisses Desjardins du Quebec4,819$430.9K0.00%+2,330+93.6%Added
Verition Fund Management LLC4,801$429.3K0.00%−342,426−98.6%Reduced