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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
Edmond de Rothschild Holding S.A.4,740$423.8K0.01%00.0%Unchanged
Forum Financial Management, LP4,711$421.2K0.01%+4+0.1%Added
HB Wealth Management, LLC4,693$419.6K0.00%+1,115+31.2%Added
Lido Advisors, LLC4,655$416.3K0.00%+222+5.0%Added
Vontobel Holding Ltd.4,648$415.6K0.00%−430−8.5%Reduced
Pine Valley Investments Ltd Liability Co4,629$413.9K0.03%+48+1.0%Added
Forum Private Client Group LLC4,615$412.6K0.20%+7+0.2%Added
HighPoint Advisor Group LLC4,102$410.0K0.02%+49+1.2%Added
Callan Family Office, LLC4,555$407.3K0.08%+4,555New
Paloma Partners Management Co4,552$407.0K0.04%+4,552New
Somerset Trust Co4,546$406.5K0.17%−4−0.1%Reduced
Financial Advocates Investment Management4,542$406.1K0.03%+4,542New
Harbor Capital Advisors, Inc.4,531$405.0K0.03%+12+0.3%Added
Harvest Fund Management Co., Ltd4,522$404.0K0.03%+1,682+59.2%Added
Checchi Capital Advisers, LLC4,510$403.2K0.03%−66−1.4%Reduced
Wetherby Asset Management Inc4,494$401.8K0.02%−19−0.4%Reduced
Venturi Wealth Management, LLC4,374$391.1K0.02%+4,320+8,000.0%Added
Apriem Advisors4,343$388.3K0.05%00.0%Unchanged
Koshinski Asset Management, Inc.4,270$384.7K0.04%−80−1.8%Reduced
Vestcor Inc4,267$382.0K0.01%00.0%Unchanged
Means Investment Co., Inc.4,150$371.1K0.04%00.0%Unchanged
Gateway Investment Advisers LLC4,149$371.0K0.00%−488−10.5%Reduced
Oversea-Chinese Banking CORP Ltd4,147$370.8K0.01%00.0%Unchanged
Brown Advisory Inc4,128$369.1K0.00%−136−3.2%Reduced
Cynosure Management, LLC4,099$366.5K0.06%+470+13.0%Added
Alps Advisors Inc4,071$364.0K0.00%−24−0.6%Reduced
Journey Strategic Wealth LLC4,043$361.5K0.02%+1,071+36.0%Added
Buckingham Strategic Wealth, LLC3,998$357.5K0.00%+30+0.8%Added
Schechter Investment Advisors, LLC3,966$354.6K0.03%+7+0.2%Added
Alliance Wealth Advisors, LLC3,962$354.2K0.10%+79+2.0%Added
Legacy Wealth Asset Management, LLC3,956$353.7K0.10%+49+1.3%Added
Greenleaf Trust3,925$350.9K0.00%+115+3.0%Added
River Wealth Advisors LLC3,916$350.1K0.05%−400−9.3%Reduced
DoubleLine ETF Adviser LP3,901$348.8K0.09%−139−3.4%Reduced
Outlook Wealth Advisors, LLC3,834$342.8K0.17%+3,834New
Revisor Wealth Management LLC3,806$340.3K0.24%−2,667−41.2%Reduced
Concurrent Investment Advisors, LLC3,795$339.3K0.01%+3,795New
Jefferies Financial Group Inc.3,785$338.4K0.01%+3,785New
Meiji Yasuda Asset Management Co Ltd.3,722$332.8K0.01%+252+7.3%Added
Smith Shellnut Wilson LLC3,687$329.7K0.16%00.0%Unchanged
DRW Securities, LLC3,678$328.8K0.02%+3,678New
Stonebridge Capital Advisors LLC3,650$326.3K0.03%00.0%Unchanged
Profund Advisors LLC3,623$323.9K0.01%−71−1.9%Reduced
Brinker Capital Investments, LLC3,589$320.9K0.00%−116−3.1%Reduced
Orion Portfolio Solutions, LLC3,589$320.9K0.00%−116−3.1%Reduced
W.H. Cornerstone Investments Inc.3,552$318.0K0.23%+15+0.4%Added
Strategy Asset Managers LLC4,590$316.0K0.07%−7,473−61.9%Reduced
Argent Trust Co3,518$314.5K0.01%+3,518New
Walleye Capital LLC3,477$310.9K0.00%+3,477New
Fox Run Management, L.L.C.3,461$309.4K0.06%+3,461New
Symmetry Partners, LLC3,459$309.0K0.02%−859−19.9%Reduced
Ballentine Partners, LLC3,449$308.4K0.01%+86+2.6%Added
Private Trust Co NA3,410$304.9K0.03%+270+8.6%Added
Canandaigua National Bank & Trust Co3,400$304.0K0.03%−15−0.4%Reduced
Benchmark Investment Advisors LLC3,383$302.5K0.22%+3,383New
Diversify Wealth Management, LLC3,068$301.8K0.04%+3,068New
Horizon Investments, LLC3,376$301.4K0.01%+45+1.4%Added
Independent Financial Group, LLC3,359$300.3K0.01%+254+8.2%Added
Anchor Investment Management, LLC3,286$293.8K0.03%+125+4.0%Added
V-Square Quantitative Management LLC3,285$293.7K0.05%−339−9.4%Reduced
Lazard Asset Management LLC3,281$292.0K0.00%−6,978−68.0%Reduced
Wallace Advisory Group, LLC3,203$286.4K0.21%+176+5.8%Added
First Affirmative Financial Network3,199$286.0K0.20%−702−18.0%Reduced
Moneta Group Investment Advisors LLC3,171$283.5K0.00%−565−15.1%Reduced
Frank, Rimerman Advisors LLC3,122$279.1K0.02%+3,122New
Operose Advisors LLC3,117$278.7K0.10%+2,900+1,336.4%Added
Copperwynd Financial, LLC2,772$275.6K0.09%+126+4.8%Added
Hamilton Capital Partners Inc.3,052$272.9K0.03%−1,080−26.1%Reduced
Apollon Wealth Management, LLC3,046$272.3K0.01%+414+15.7%Added
Mutual Advisors, LLC2,753$271.6K0.01%+175+6.8%Added
GYL Financial Synergies, LLC3,038$271.6K0.02%−70−2.3%Reduced
Graypoint LLC3,009$269.0K0.02%+210+7.5%Added
Ambassador Advisors, LLC2,997$268.0K0.05%−167−5.3%Reduced
Mattern Wealth Management LLC2,966$265.2K0.06%00.0%Unchanged
United Capital Financial Advisers, LLC2,965$265.1K0.00%−395−11.8%Reduced
Carmel Capital Partners, LLC2,850$254.8K0.11%00.0%Unchanged
Ewa, LLC2,580$253.0K0.10%+22+0.9%Added
TD Waterhouse Canada Inc.2,815$250.8K0.00%+2,391+563.9%Added
Meeder Advisory Services, Inc.2,710$242.3K0.02%+2,710New
Trust Asset Management LLC2,703$241.7K0.02%00.0%Unchanged
MAI Capital Management2,695$240.9K0.00%+89+3.4%Added
Provident Wealth Management, LLC2,689$240.4K0.09%00.0%Unchanged
Seven Eight Capital, LP2,667$238.5K0.02%+2,667New
Brightwater Advisory LLC2,662$238.0K0.18%00.0%Unchanged
Huntington National Bank2,635$235.6K0.00%+1,035+64.7%Added
Confluence Wealth Services, Inc.2,626$234.8K0.02%+2,626New
Ascent Group, LLC2,605$232.9K0.02%+2,605New
Steel Peak Wealth Management LLC2,560$228.9K0.01%+2,560New
Cigna Investments Inc2,543$228.0K0.04%00.0%Unchanged
Change Path, LLC2,543$227.0K0.01%+2,543New
Centiva Capital, LP2,537$226.8K0.01%−10,330−80.3%Reduced
MSH Capital Advisors LLC2,534$226.6K0.08%−531−17.3%Reduced
Regions Financial Corp2,528$226.0K0.00%+2,528New
Atria Wealth Solutions, Inc.2,520$225.3K0.00%−878−25.8%Reduced
Burney Co2,520$225.3K0.01%+2,520New
Simplex Trading, LLC2,527$225.0K0.01%+2,527New
Simplicity Wealth,LLC2,505$224.0K0.01%+132+5.6%Added
Bleakley Financial Group, LLC2,505$224.0K0.01%+132+5.6%Added
Farther Finance Advisors, LLC2,459$219.1K0.01%+895+57.2%Added
Ashton Thomas Private Wealth, LLC2,433$217.5K0.01%+15+0.6%Added