Skip to main content
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, Q3 2024

Institutional positions in Brown & Brown, Inc. as of Sep 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
823
+69 vs. Q2 2024
Shares held
209.5M
+17.1M (+8.9%) vs. Q2 2024
Total value
$21.7B
+$4.48B (+26.1%) vs. Q2 2024
New holders
119
310 more added
Sold out
50
266 more reduced

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 823 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 heldQ3 2024: $21.7B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2024.

Institutions holding BRO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
Y.D. More Investments Ltd132$370.00%+7+5.6%Added
Mendota Financial Group, LLC1$1040.00%+1New
WestEnd Advisors, LLC2$2070.00%+1+100.0%Added
HM Payson & Co2$2080.00%+2New
Carolinas Wealth Consulting LLC5$5180.00%+5New
Voisard Asset Management Group, Inc.5$5180.00%+5New
CVA Family Office, LLC6$6220.00%−12−66.7%Reduced
Abound Wealth Management7$7260.00%00.0%Unchanged
Financial Management Professionals, Inc.14$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.04K0.00%00.0%Unchanged
Riverview Trust Co10$1.04K0.00%+10New
Riggs Asset Managment Co. Inc.11$1.14K0.00%00.0%Unchanged
DT Investment Partners, LLC15$1.55K0.00%00.0%Unchanged
Logan Capital Management Inc15$1.55K0.00%00.0%Unchanged
Capital Performance Advisors LLP15$1.55K0.00%+15New
Beacon Capital Management, LLC15$1.58K0.00%00.0%Unchanged
Dunhill Financial, LLC17$1.81K0.00%00.0%Unchanged
Live Oak Investment Partners–$1.86K0.00%––
Cornerstone Planning Group LLC19$2.00K0.00%+3+18.8%Added
Bell Investment Advisors, Inc20$2.07K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC24$2.49K0.00%00.0%Unchanged
LRI Investments, LLC23$2.52K0.00%00.0%Unchanged
Reston Wealth Management LLC25$2.59K0.00%+25New
AdvisorNet Financial, Inc27$2.80K0.00%−10−27.0%Reduced
Bruce G. Allen Investments, LLC27$2.80K0.00%00.0%Unchanged
Avion Wealth37$3.00K0.00%+5+15.6%Added
Fairman Group, LLC29$3.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC33$3.42K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC35$3.63K0.00%00.0%Unchanged
Raffa Wealth Management, LLC36$3.73K0.00%−687−95.0%Reduced
Tucker Asset Management LLC36$3.73K0.00%00.0%Unchanged
SJS Investment Consulting Inc.37$3.83K0.00%00.0%Unchanged
Sachetta, LLC38$3.94K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.38$3.94K0.00%+1+2.7%Added
First Pacific Financial38$3.94K0.00%+2+5.6%Added
Raleigh Capital Management Inc.40$4.14K0.00%−11−21.6%Reduced
Salomon & Ludwin, LLC41$4.25K0.00%+41New
C M Bidwell & Associates Ltd43$4.46K0.00%+43New
West Paces Advisors Inc.44$4.56K0.00%00.0%Unchanged
Sunbelt Securities, Inc.44$4.56K0.00%+12+37.5%Added
Concord Wealth Partners44$4.56K0.00%+44New
Johnson Financial Group, Inc.44$4.56K0.00%+44New
JDM Financial Group LLC45$4.66K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC46$4.77K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.48$4.97K0.00%00.0%Unchanged
Bellevue Asset Management, LLC51$5.28K0.00%00.0%Unchanged
City State Bank54$5.59K0.00%00.0%Unchanged
MV Capital Management, Inc.54$5.59K0.00%−1−1.8%Reduced
Hexagon Capital Partners LLC57$5.91K0.00%−44−43.6%Reduced
Fortitude Family Office, LLC57$5.91K0.00%00.0%Unchanged
Central Trust Co57$5.91K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC70$7.25K0.00%+70New
Harbour Investments, Inc.75$7.77K0.00%+4+5.6%Added
Key Financial Inc84$8.70K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC84$8.70K0.00%+84New
Private Wealth Management Group, LLC85$8.81K0.00%00.0%Unchanged
Duncker Streett & Co Inc93$9.63K0.00%00.0%Unchanged
Assetmark, Inc98$10.2K0.00%+89+988.9%Added
HHM Wealth Advisors, LLC100$10.4K0.00%00.0%Unchanged
Optiver Holding B.V.107$11.1K0.00%+107New
Farmers & Merchants Investments Inc115$11.9K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC123$12.7K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC136$14.1K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC136$14.1K0.00%00.0%Unchanged
Eastern Bank137$14.2K0.00%+137New
Rothschild Investment LLC140$14.5K0.00%+10+7.7%Added
Northwest Investment Counselors, LLC141$14.6K0.00%+141New
Red Tortoise LLC147$15.2K0.01%00.0%Unchanged
Truvestments Capital LLC149$15.4K0.00%+149New
Frazier Financial Advisors, LLC150$15.5K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC154$16.0K0.00%+4+2.7%Added
New Age Alpha Advisors, LLC158$16.4K0.01%+158New
Rise Advisors, LLC158$16.4K0.01%00.0%Unchanged
WR Wealth Planners, LLC161$16.7K0.00%+10+6.6%Added
Versant Capital Management, Inc179$18.5K0.00%00.0%Unchanged
LGT Financial Advisors LLC188$19.5K0.05%00.0%Unchanged
GW&K Investment Management, LLC205$21.0K0.00%+7+3.5%Added
Capital Advisors, Ltd. LLC199$21.0K0.00%+1+0.5%Added
Piscataqua Savings Bank204$21.1K0.02%00.0%Unchanged
Ancora Advisors, LLC223$23.1K0.00%+3+1.4%Added
Kings Path Partners LLC231$23.9K0.01%00.0%Unchanged
Hemington Wealth Management231$24.0K0.01%+231New
Delta Asset Management LLC250$25.9K0.00%00.0%Unchanged
Skopos Labs, Inc.253$26.2K0.01%+253New
St Germain D J Co Inc267$27.7K0.00%+200+298.5%Added
Financial Network Wealth Advisors LLC270$28.0K0.02%+2+0.7%Added
Larson Financial Group LLC272$28.2K0.00%−260−48.9%Reduced
EverSource Wealth Advisors, LLC273$28.3K0.00%+61+28.8%Added
Caitlin John, LLC259$29.0K0.02%+100+62.9%Added
Ashton Thomas Securities, LLC280$29.0K0.01%+280New
DSM Capital Partners LLC299$31.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC328$34.0K0.00%+79+31.7%Added
TD Private Client Wealth LLC330$34.2K0.00%00.0%Unchanged
Quadrant Capital Group LLC348$36.1K0.00%+2+0.6%Added
TFC Financial Management386$40.0K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC399$41.3K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc400$41.4K0.00%00.0%Unchanged
Alaska Permanent Fund Corp412$42.7K0.00%00.0%Unchanged
First PREMIER Bank424$44.0K0.01%−33−7.2%Reduced