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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
Geneos Wealth Management Inc.103$9.21K0.00%+103New
Hexagon Capital Partners LLC101$9.03K0.00%−1−1.0%Reduced
HHM Wealth Advisors, LLC100$8.94K0.00%00.0%Unchanged
Rakuten Securities, Inc.100$8.94K0.00%+99+9,900.0%Added
Webster Bank, N. A.94$8.40K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.93$8.32K0.00%+93New
Duncker Streett & Co Inc93$8.31K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.85$8.00K0.00%+85New
Private Wealth Management Group, LLC85$7.60K0.00%+42+97.7%Added
Key Financial Inc84$7.51K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.73$6.53K0.00%+73New
Harbour Investments, Inc.71$6.35K0.00%+41+136.7%Added
St Germain D J Co Inc67$5.99K0.00%+67New
Baldwin Brothers Inc64$5.72K0.00%+64New
Hollencrest Capital Management60$5.37K0.00%+60New
Central Trust Co57$5.10K0.00%00.0%Unchanged
Fortitude Family Office, LLC57$5.10K0.00%00.0%Unchanged
MV Capital Management, Inc.55$4.92K0.00%+5+10.0%Added
City State Bank54$4.83K0.00%00.0%Unchanged
Raleigh Capital Management Inc.51$4.56K0.00%+21+70.0%Added
Bellevue Asset Management, LLC51$4.56K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.48$4.29K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC46$4.11K0.00%00.0%Unchanged
JDM Financial Group LLC45$4.02K0.00%00.0%Unchanged
West Paces Advisors Inc.44$3.93K0.00%00.0%Unchanged
Sachetta, LLC38$3.79K0.00%+27+245.5%Added
SJS Investment Consulting Inc.37$3.31K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.37$3.31K0.00%+5+15.6%Added
AdvisorNet Financial, Inc37$3.31K0.00%+10+37.0%Added
Tucker Asset Management LLC36$3.22K0.00%00.0%Unchanged
First Pacific Financial36$3.22K0.00%+33+1,100.0%Added
Iron Horse Wealth Management, LLC35$3.13K0.00%00.0%Unchanged
Tortoise Investment Management, LLC33$2.95K0.00%00.0%Unchanged
Sunbelt Securities, Inc.32$2.86K0.00%00.0%Unchanged
VitalStone Financial, LLC32$2.86K0.00%+32New
Fairman Group, LLC29$2.59K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC27$2.41K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC24$2.15K0.00%00.0%Unchanged
LRI Investments, LLC23$2.06K0.00%00.0%Unchanged
Avion Wealth32$2.00K0.00%+18+128.6%Added
Valley National Advisers Inc25$2.00K0.00%+5+25.0%Added
Bell Investment Advisors, Inc20$1.79K0.00%00.0%Unchanged
CVA Family Office, LLC18$1.61K0.00%+18New
Live Oak Investment Partners–$1.61K0.00%–New
Cornerstone Planning Group LLC16$1.57K0.00%+16New
Dunhill Financial, LLC17$1.53K0.00%00.0%Unchanged
Beacon Capital Management, LLC15$1.37K0.00%00.0%Unchanged
DT Investment Partners, LLC15$1.34K0.00%00.0%Unchanged
Logan Capital Management Inc15$1.34K0.00%+15New
VisionPoint Advisory Group, LLC12$1.07K0.00%+12New
Financial Management Professionals, Inc.14$1.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.11$9840.00%00.0%Unchanged
Wolff Wiese Magana LLC10$8950.00%00.0%Unchanged
Opal Wealth Advisors, LLC10$8950.00%+10New
Assetmark, Inc9$8050.00%+9New
Abound Wealth Management7$6260.00%00.0%Unchanged
Abich Financial Wealth Management LLC4$3580.00%+4New
WestEnd Advisors, LLC1$890.00%00.0%Unchanged
Y.D. More Investments Ltd125$300.00%+125New
Dogwood Wealth Management LLC0$30.00%0Unchanged
Psagot Value Holdings Ltd. / (Israel)0$00.00%−35−100.0%Sold out
Citadel Advisors LLC0$00.00%−457,423−100.0%Sold out
Vident Advisory, LLC0$00.00%−220,305−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−117,939−100.0%Sold out
Capital Fund Management S.A.0$00.00%−106,244−100.0%Sold out
American International Group, Inc.0$00.00%−64,351−100.0%Sold out
Texas Permanent School Fund0$00.00%−48,828−100.0%Sold out
Coronation Fund Managers Ltd.0$00.00%−46,054−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−20,167−100.0%Sold out
Inceptionr LLC0$00.00%−15,493−100.0%Sold out
Axq Capital, LP0$00.00%−13,400−100.0%Sold out
Quantbot Technologies LP0$00.00%−13,069−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,010−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−9,526−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,059−100.0%Sold out
Quadrature Capital Ltd0$00.00%−6,970−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−5,908−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−5,716−100.0%Sold out
Wolverine Trading, LLC0$00.00%−5,687−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−5,168−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−4,518−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−4,371−100.0%Sold out
Alberta Investment Management Corp0$00.00%−4,200−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−4,000−100.0%Sold out
Pearl River Capital, LLC0$00.00%−3,461−100.0%Sold out
Darwin Advisors, LLC0$00.00%−3,400−100.0%Sold out
Fifth Lane Capital, LP0$00.00%−3,168−100.0%Sold out
Foundry Partners, LLC0$00.00%−3,071−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−3,007−100.0%Sold out
First Trust Investment Solutions L.P.0$00.00%−2,900−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−2,886−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−2,880−100.0%Sold out
Diversified Trust Co0$00.00%−2,588−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−2,549−100.0%Sold out
Novak & Powell Financial Services, Inc.0$00.00%−2,440−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−2,362−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−2,328−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,294−100.0%Sold out
Tobam0$00.00%−842−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−600−100.0%Sold out