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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 2,416 | $216.0K | 0.02% | +2,416 | New |
| Mather Group, LLC. | 2,461 | $215.4K | 0.00% | +335+15.8% | Added |
| Phillips Wealth Planners LLC | 2,364 | $215.0K | 0.23% | −116−4.7% | Reduced |
| Moloney Securities Asset Management, LLC | 2,396 | $214.2K | 0.03% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,383 | $213.1K | 0.06% | −327−12.1% | Reduced |
| 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 |
| Snowden Capital Advisors LLC | 2,369 | $211.8K | 0.01% | +2,369 | New |
| Kathmere Capital Management, LLC | 2,348 | $209.9K | 0.02% | +2,348 | New |
| Tocqueville Asset Management L.P. | 2,327 | $208.1K | 0.00% | 00.0% | Unchanged |
| Vicus Capital | 2,324 | $207.8K | 0.02% | −46−1.9% | Reduced |
| Trust Investment Advisors | 2,323 | $207.7K | 0.13% | +2,323 | New |
| NBC Securities, Inc. | 2,314 | $206.0K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 2,277 | $203.6K | 0.09% | +2,277 | New |
| Systematic Portfolios LLC | 2,266 | $202.6K | 1.41% | +2,266 | New |
| Smithfield Trust Co | 2,161 | $194.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,163 | $193.4K | 0.01% | +440+25.5% | Added |
| AlphaCentric Advisors LLC | 2,049 | $183.2K | 0.13% | +2,049 | New |
| Parallel Advisors, LLC | 1,821 | $162.8K | 0.00% | +14+0.8% | Added |
| Virtus Investment Advisers, Inc. | 1,724 | $154.1K | 0.13% | −896−34.2% | Reduced |
| Signaturefd, LLC | 1,535 | $137.2K | 0.00% | −171−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,530 | $136.8K | 0.01% | +1,510+7,550.0% | Added |
| First Horizon Advisors, Inc. | 1,472 | $131.6K | 0.00% | +204+16.1% | Added |
| Trust Co of Vermont | 1,401 | $125.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,326 | $119.0K | 0.02% | −423−24.2% | Reduced |
| Point72 (DIFC) Ltd | 1,308 | $117.0K | 0.01% | +1,308 | New |
| Glen Eagle Advisors, LLC | 1,250 | $111.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,170 | $104.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,161 | $103.8K | 0.00% | +6+0.5% | Added |
| Penserra Capital Management LLC | 1,137 | $102.0K | 0.00% | +23+2.1% | Added |
| Sound Income Strategies, LLC | 1,098 | $98.2K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,025 | $92.0K | 0.04% | −210−17.0% | Reduced |
| Group One Trading, L.P. | 1,019 | $91.1K | 0.00% | +1,000+5,263.2% | Added |
| Montag A & Associates Inc | 980 | $87.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 963 | $86.1K | 0.01% | +170+21.4% | Added |
| Ci Investments Inc. | 953 | $85.0K | 0.00% | −1,594−62.6% | Reduced |
| Massmutual Trust Co FSB | 916 | $81.9K | 0.00% | +201+28.1% | Added |
| Park Place Capital Corp | 858 | $76.7K | 0.02% | −305−26.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 849 | $75.9K | 0.02% | −1−0.1% | Reduced |
| Orion Capital Management LLC | 807 | $72.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 728 | $65.0K | 0.04% | +528+264.0% | Added |
| Raffa Wealth Management, LLC | 723 | $64.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 720 | $64.4K | 0.01% | −428−37.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 703 | $62.9K | 0.00% | −650−48.0% | Reduced |
| Cromwell Holdings LLC | 699 | $62.5K | 0.04% | +699 | New |
| Caldwell Trust Co | 676 | $60.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $59.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 633 | $58.5K | 0.00% | +6+1.0% | Added |
| Quent Capital, LLC | 647 | $57.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 646 | $57.8K | 0.00% | +28+4.5% | Added |
| Continuum Advisory, LLC | 625 | $55.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 589 | $52.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 548 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 550 | $48.1K | 0.00% | +323+142.3% | Added |
| Larson Financial Group LLC | 532 | $47.6K | 0.00% | +211+65.7% | Added |
| Asset Dedication, LLC | 506 | $45.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 504 | $45.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 498 | $44.5K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 474 | $42.4K | 0.00% | −43−8.3% | Reduced |
| First PREMIER Bank | 457 | $41.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 412 | $41.0K | 0.00% | +3+0.7% | Added |
| Intelligent Financial Strategies | 445 | $39.8K | 0.02% | −64−12.6% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $35.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $35.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 386 | $34.5K | 0.01% | −1−0.3% | Reduced |
| Jones Financial Companies LLLP | 384 | $34.3K | 0.00% | +252+190.9% | Added |
| Colonial Trust Co | 379 | $33.9K | 0.01% | +344+982.9% | Added |
| Quadrant Capital Group LLC | 346 | $30.9K | 0.00% | +2+0.6% | Added |
| Smartleaf Asset Management LLC | 340 | $30.7K | 0.01% | +224+193.1% | Added |
| TD Private Client Wealth LLC | 330 | $29.5K | 0.00% | +8+2.5% | Added |
| DSM Capital Partners LLC | 299 | $26.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 297 | $26.6K | 0.00% | +228+330.4% | Added |
| Financial Network Wealth Advisors LLC | 268 | $24.0K | 0.02% | +268 | New |
| JJJ Advisors Inc. | 258 | $23.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $22.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 249 | $22.3K | 0.00% | +28+12.7% | Added |
| EverSource Wealth Advisors, LLC | 212 | $21.1K | 0.00% | +27+14.6% | Added |
| Kings Path Partners LLC | 231 | $20.7K | 0.01% | +231 | New |
| Ancora Advisors, LLC | 220 | $19.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 205 | $18.3K | 0.00% | +205 | New |
| Piscataqua Savings Bank | 204 | $18.2K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 198 | $18.0K | 0.00% | −7−3.4% | Reduced |
| GW&K Investment Management, LLC | 198 | $18.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 188 | $16.8K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 179 | $16.0K | 0.00% | +119+198.3% | Added |
| Family Firm, Inc. | 177 | $15.8K | 0.00% | +177 | New |
| Great Lakes Retirement, Inc. | 163 | $14.6K | 0.00% | +163 | New |
| Caitlin John, LLC | 159 | $14.2K | 0.01% | +159 | New |
| Rise Advisors, LLC | 158 | $14.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 151 | $13.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $13.4K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 150 | $13.4K | 0.01% | +150 | New |
| Red Tortoise LLC | 147 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $12.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 136 | $12.2K | 0.00% | +136 | New |
| Rothschild Investment LLC | 130 | $11.6K | 0.00% | +85+188.9% | Added |
| Redmont Wealth Advisors LLC | 123 | $11.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 115 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 113 | $10.1K | 0.00% | +113 | New |