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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 428 | $44.3K | 0.00% | +325+315.5% | Added |
| Exchange Traded Concepts, LLC | 435 | $45.1K | 0.00% | −10,186−95.9% | Reduced |
| Intelligent Financial Strategies | 445 | $46.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 460 | $47.7K | 0.01% | +81+21.4% | Added |
| Oarsman Capital, Inc. | 486 | $50.4K | 0.01% | +486 | New |
| PSI Advisors, LLC | 498 | $51.6K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 505 | $52.0K | 0.02% | +1+0.2% | Added |
| Asset Dedication, LLC | 506 | $52.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 559 | $57.9K | 0.00% | +559 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 571 | $59.2K | 0.00% | −132−18.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 589 | $61.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 604 | $62.0K | 0.01% | +264+77.6% | Added |
| Allworth Financial LP | 657 | $68.1K | 0.00% | +24+3.8% | Added |
| Continuum Advisory, LLC | 625 | $68.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $69.2K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 680 | $70.0K | 0.04% | −48−6.6% | Reduced |
| Caldwell Trust Co | 676 | $70.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 687 | $71.0K | 0.01% | +40+6.2% | Added |
| Cromwell Holdings LLC | 699 | $72.4K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 754 | $78.1K | 0.02% | +754 | New |
| Central Pacific Bank - Trust Division | 757 | $78.4K | 0.01% | −17,754−95.9% | Reduced |
| Parkside Financial Bank & Trust | 789 | $81.7K | 0.01% | −174−18.1% | Reduced |
| State of Wyoming | 819 | $84.8K | 0.01% | +99+13.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 849 | $88.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 852 | $88.3K | 0.00% | −64−7.0% | Reduced |
| TD Waterhouse Canada Inc. | 881 | $92.4K | 0.00% | −1,934−68.7% | Reduced |
| Park Place Capital Corp | 905 | $93.8K | 0.03% | +47+5.5% | Added |
| Ci Investments Inc. | 971 | $101.0K | 0.00% | +18+1.9% | Added |
| Proequities, Inc. | 996 | $103.2K | 0.01% | +350+54.2% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $103.6K | 0.02% | −250−20.0% | Reduced |
| Sentry Investment Management LLC | 1,025 | $106.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,098 | $113.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,150 | $118.0K | 0.00% | +13+1.1% | Added |
| Spire Wealth Management | 1,143 | $118.4K | 0.00% | −18−1.6% | Reduced |
| Atticus Wealth Management, LLC | 1,170 | $121.2K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,177 | $121.9K | 0.01% | +197+20.1% | Added |
| Ronald Blue Trust, Inc. | 1,464 | $130.9K | 0.00% | +914+166.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,277 | $132.0K | 0.00% | +1,277 | New |
| Trust Co of Vermont | 1,401 | $145.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,428 | $148.0K | 0.00% | −44−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,535 | $159.0K | 0.01% | +5+0.3% | Added |
| Signaturefd, LLC | 1,585 | $164.2K | 0.00% | +50+3.3% | Added |
| Virtus Investment Advisers, Inc. | 1,724 | $178.6K | 0.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $186.6K | 0.01% | +1,253+228.6% | Added |
| AlphaCentric Advisors LLC | 1,917 | $198.6K | 0.15% | −132−6.4% | Reduced |
| AlphaCore Capital LLC | 1,940 | $201.0K | 0.05% | +1,940 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,954 | $205.2K | 0.11% | +1,954 | New |
| RBF Capital, LLC | 2,000 | $207.2K | 0.01% | +2,000 | New |
| Transcend Wealth Collective, LLC | 2,004 | $207.6K | 0.01% | +2,004 | New |
| Wealthspire Advisors, LLC | 2,009 | $208.2K | 0.00% | +2,009 | New |
| Hilltop Holdings Inc. | 2,034 | $210.7K | 0.01% | +2,034 | New |
| Schrum Private Wealth Management LLC | 2,064 | $213.8K | 0.11% | +2,064 | New |
| Cary Street Partner Investment Advisory LLC | 2,080 | $215.5K | 0.01% | +2,080 | New |
| J.W. Cole Advisors, Inc. | 2,085 | $216.0K | 0.01% | +2,085 | New |
| Unique Wealth, LLC | 2,085 | $216.0K | 0.05% | +2,085 | New |
| GeoWealth Management, LLC | 2,092 | $216.7K | 0.01% | −71−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,100 | $217.6K | 0.00% | +2,100 | New |
| Dark Forest Capital Management LP | 2,106 | $218.2K | 0.03% | +2,106 | New |
| Jones Financial Companies LLLP | 2,130 | $218.8K | 0.00% | +1,746+454.7% | Added |
| Boothbay Fund Management, LLC | 2,130 | $220.7K | 0.01% | +2,130 | New |
| Virtu Financial LLC | 2,143 | $222.0K | 0.01% | −8,541−79.9% | Reduced |
| Fulton Bank, N.A. | 2,151 | $222.8K | 0.01% | +2,151 | New |
| Smithfield Trust Co | 2,161 | $223.0K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,185 | $226.4K | 0.01% | +2,185 | New |
| Kavar Capital Partners Group, LLC | 2,188 | $226.7K | 0.04% | +2,188 | New |
| NewEdge Wealth, LLC | 2,194 | $227.3K | 0.00% | +2,194 | New |
| Lake Street Advisors Group, LLC | 2,197 | $227.6K | 0.01% | +2,197 | New |
| Axxcess Wealth Management, LLC | 2,208 | $228.8K | 0.01% | +2,208 | New |
| Spirepoint Private Client, LLC | 2,214 | $229.4K | 0.03% | +2,214 | New |
| Trinity Financial Advisors LLC | 2,277 | $230.3K | 0.10% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,226 | $230.6K | 0.02% | +2,226 | New |
| Natixis | 2,258 | $233.9K | 0.00% | −253,031−99.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,283 | $236.5K | 0.00% | −8,022−77.8% | Reduced |
| Wedmont Private Capital | 2,318 | $236.7K | 0.01% | +2,318 | New |
| NBC Securities, Inc. | 2,314 | $239.0K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,327 | $241.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,341 | $242.6K | 0.01% | +520+28.6% | Added |
| Intrust Bank NA | 2,378 | $246.4K | 0.02% | +2,378 | New |
| Tiemann Investment Advisors, LLC | 2,380 | $246.6K | 0.11% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,396 | $248.2K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 2,397 | $248.3K | 0.00% | −131−5.2% | Reduced |
| Phillips Wealth Planners LLC | 2,354 | $250.3K | 0.24% | −10−0.4% | Reduced |
| NorthRock Partners, LLC | 2,422 | $250.9K | 0.01% | +42+1.8% | Added |
| Mather Group, LLC. | 2,430 | $251.7K | 0.00% | −31−1.3% | Reduced |
| ORG Partners LLC | 2,433 | $252.0K | 0.04% | −5,919−70.9% | Reduced |
| Kathmere Capital Management, LLC | 2,434 | $252.2K | 0.02% | +86+3.7% | Added |
| Covenant Partners, LLC | 2,455 | $254.3K | 0.07% | +72+3.0% | Added |
| Headlands Technologies LLC | 2,461 | $255.0K | 0.03% | +2,461 | New |
| Apollon Wealth Management, LLC | 2,512 | $260.3K | 0.01% | −534−17.5% | Reduced |
| Trust Point Inc. | 2,519 | $261.0K | 0.02% | +103+4.3% | Added |
| MSH Capital Advisors LLC | 2,538 | $262.9K | 0.08% | +4+0.2% | Added |
| Cigna Investments Inc | 2,543 | $263.0K | 0.05% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,570 | $266.3K | 0.08% | −202−7.3% | Reduced |
| Burney Co | 2,630 | $272.5K | 0.01% | +110+4.4% | Added |
| Ashton Thomas Private Wealth, LLC | 2,648 | $274.3K | 0.01% | +215+8.8% | Added |
| Transcendent Capital Group LLC | 2,653 | $274.9K | 0.14% | +2,653 | New |
| Brightwater Advisory LLC | 2,662 | $275.8K | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,694 | $279.1K | 0.01% | +325+13.7% | Added |
| Trust Asset Management LLC | 2,703 | $280.0K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,132 | $280.0K | 0.20% | −71−2.2% | Reduced |