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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 2,722 | $282.0K | 0.02% | +117+4.5% | Added |
| Change Path, LLC | 2,748 | $284.7K | 0.01% | +205+8.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,808 | $290.9K | 0.02% | +2,808 | New |
| CWA Asset Management Group, LLC | 2,813 | $291.4K | 0.02% | +2,813 | New |
| Canandaigua National Bank & Trust Co | 2,829 | $293.1K | 0.03% | −571−16.8% | Reduced |
| Diversify Wealth Management, LLC | 2,787 | $295.5K | 0.03% | −281−9.2% | Reduced |
| Ewa, LLC | 2,721 | $298.0K | 0.11% | +141+5.5% | Added |
| Mattern Wealth Management LLC | 2,878 | $298.2K | 0.07% | −88−3.0% | Reduced |
| Farther Finance Advisors, LLC | 2,914 | $301.8K | 0.01% | +455+18.5% | Added |
| Meeder Advisory Services, Inc. | 2,934 | $304.0K | 0.02% | +224+8.3% | Added |
| First Affirmative Financial Network | 2,947 | $305.3K | 0.17% | −252−7.9% | Reduced |
| Independent Financial Group, LLC | 2,953 | $305.9K | 0.01% | −406−12.1% | Reduced |
| GYL Financial Synergies, LLC | 2,953 | $305.9K | 0.02% | −85−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 3,042 | $315.2K | 0.01% | +482+18.8% | Added |
| Bleakley Financial Group, LLC | 3,059 | $316.9K | 0.01% | +554+22.1% | Added |
| RMB Capital Management, LLC | 3,063 | $317.3K | 0.01% | +3,063 | New |
| Schechter Investment Advisors, LLC | 3,079 | $319.0K | 0.02% | −887−22.4% | Reduced |
| Graypoint LLC | 3,082 | $319.3K | 0.02% | +73+2.4% | Added |
| United Capital Financial Advisers, LLC | 3,100 | $321.2K | 0.00% | +135+4.6% | Added |
| Lazard Asset Management LLC | 3,119 | $322.0K | 0.00% | −162−4.9% | Reduced |
| Operose Advisors LLC | 3,117 | $322.9K | 0.10% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,122 | $323.4K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,110 | $327.4K | 0.01% | +357+13.0% | Added |
| Vident Advisory, LLC | 3,190 | $330.5K | 0.01% | +3,190 | New |
| Horizon Investments, LLC | 3,212 | $332.3K | 0.01% | −164−4.9% | Reduced |
| Moneta Group Investment Advisors LLC | 3,239 | $335.6K | 0.00% | +68+2.1% | Added |
| MBB Public Markets I LLC | 3,240 | $335.7K | 0.03% | −11,621−78.2% | Reduced |
| Anchor Investment Management, LLC | 3,261 | $337.8K | 0.03% | −25−0.8% | Reduced |
| iA Global Asset Management Inc. | 3,267 | $338.0K | 0.01% | +3,267 | New |
| Private Trust Co NA | 3,265 | $338.3K | 0.03% | −145−4.3% | Reduced |
| V-Square Quantitative Management LLC | 3,285 | $340.3K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 3,338 | $345.8K | 0.00% | +703+26.7% | Added |
| Darwin Advisors, LLC | 3,400 | $352.2K | 0.10% | +3,400 | New |
| Alps Advisors Inc | 3,423 | $354.6K | 0.00% | −648−15.9% | Reduced |
| Ballentine Partners, LLC | 3,460 | $358.5K | 0.01% | +11+0.3% | Added |
| Revisor Wealth Management LLC | 3,471 | $359.6K | 0.22% | −335−8.8% | Reduced |
| Machina Capital S.A.S. | 3,542 | $367.0K | 0.15% | −3,439−49.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,546 | $367.0K | 0.25% | −6−0.2% | Reduced |
| Brinker Capital Investments, LLC | 3,548 | $367.6K | 0.00% | −41−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 3,548 | $367.6K | 0.00% | −41−1.1% | Reduced |
| Cynosure Management, LLC | 3,601 | $373.1K | 0.05% | −498−12.1% | Reduced |
| DoubleLine ETF Adviser LP | 3,639 | $377.0K | 0.09% | −262−6.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3,650 | $378.1K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,658 | $379.0K | 0.01% | +35+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,681 | $381.4K | 0.03% | +3,681 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,685 | $381.8K | 0.01% | −37−1.0% | Reduced |
| Quadrature Capital Ltd | 3,717 | $385.1K | 0.01% | +3,717 | New |
| Smith Shellnut Wilson LLC | 3,747 | $388.2K | 0.18% | +60+1.6% | Added |
| Concurrent Investment Advisors, LLC | 3,759 | $389.4K | 0.01% | −36−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,908 | $404.9K | 0.00% | +3,908 | New |
| River Wealth Advisors LLC | 3,916 | $405.7K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,946 | $408.8K | 0.02% | +3,946 | New |
| Dempze Nancy E | 3,954 | $409.6K | 0.23% | +3,954 | New |
| Outlook Wealth Advisors, LLC | 3,992 | $413.6K | 0.12% | +158+4.1% | Added |
| Phillips Financial Management, LLC | 4,034 | $417.9K | 0.03% | +4,034 | New |
| Marshall Wace, LLP | 4,037 | $418.2K | 0.00% | +4,037 | New |
| Alliance Wealth Advisors, LLC | 4,051 | $419.7K | 0.11% | +89+2.2% | Added |
| Hamilton Capital Partners Inc. | 4,052 | $419.8K | 0.04% | +1,000+32.8% | Added |
| Quilter Plc | 4,088 | $423.5K | 0.01% | +4,088 | New |
| Cubist Systematic Strategies, LLC | 4,099 | $424.7K | 0.01% | +4,099 | New |
| Brown Advisory Inc | 4,129 | $427.8K | 0.00% | +10.0% | Added |
| HighPoint Advisor Group LLC | 4,123 | $429.5K | 0.03% | +21+0.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $429.6K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,149 | $429.8K | 0.00% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,151 | $430.0K | 0.05% | +10.0% | Added |
| Legacy Wealth Asset Management, LLC | 4,190 | $434.1K | 0.12% | +234+5.9% | Added |
| Unigestion Holding SA | 4,230 | $438.2K | 0.02% | −7,385−63.6% | Reduced |
| Argent Trust Co | 4,230 | $438.2K | 0.02% | +712+20.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $440.3K | 0.01% | +4,250 | New |
| Vestcor Inc | 4,267 | $442.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6,810 | $447.5K | 0.09% | −767−10.1% | Reduced |
| Global X Japan Co., Ltd. | 4,324 | $448.0K | 0.06% | −792−15.5% | Reduced |
| Apriem Advisors | 4,343 | $449.9K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,379 | $453.7K | 0.03% | −250−5.4% | Reduced |
| Journey Strategic Wealth LLC | 4,387 | $454.5K | 0.02% | +344+8.5% | Added |
| Siemens Fonds Invest GmbH | 8,571 | $456.6K | 0.04% | −393−4.4% | Reduced |
| Wetherby Asset Management Inc | 4,430 | $458.9K | 0.02% | −64−1.4% | Reduced |
| Vontobel Holding Ltd. | 4,505 | $466.7K | 0.00% | −143−3.1% | Reduced |
| XTX Topco Ltd | 4,509 | $467.1K | 0.03% | −7,094−61.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,510 | $467.2K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 4,512 | $467.5K | 0.00% | +4,512 | New |
| Harvest Fund Management Co., Ltd | 4,514 | $468.0K | 0.03% | −8−0.2% | Reduced |
| Somerset Trust Co | 4,537 | $470.0K | 0.18% | −9−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,545 | $470.9K | 0.03% | +4,545 | New |
| Harbor Capital Advisors, Inc. | 4,551 | $471.0K | 0.02% | +20+0.4% | Added |
| Jupiter Asset Management Ltd | 4,558 | $472.2K | 0.00% | +4,558 | New |
| Lido Advisors, LLC | 4,570 | $473.5K | 0.00% | −85−1.8% | Reduced |
| Forum Private Client Group LLC | 4,621 | $478.7K | 0.21% | +6+0.1% | Added |
| Forum Financial Management, LP | 4,713 | $488.3K | 0.01% | +20.0% | Added |
| Edmond de Rothschild Holding S.A. | 4,740 | $491.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 4,750 | $492.1K | 0.05% | −92−1.9% | Reduced |
| Financial Advocates Investment Management | 4,827 | $500.1K | 0.03% | +285+6.3% | Added |
| Geneva Partners, LLC | 4,915 | $509.2K | 0.22% | +4,915 | New |
| Cadent Capital Advisors, LLC | 4,925 | $510.2K | 0.17% | −118−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,972 | $514.9K | 0.00% | +153+3.2% | Added |
| Oak Thistle LLC | 5,054 | $523.6K | 0.17% | +5,054 | New |
| Swiss Life Asset Management Ltd | 5,140 | $532.2K | 0.01% | −251−4.7% | Reduced |
| HB Wealth Management, LLC | 5,191 | $537.8K | 0.01% | +498+10.6% | Added |
| Radnor Capital Management, LLC | 5,190 | $538.0K | 0.08% | +5,190 | New |
| Jackson Creek Investment Advisors LLC | 5,221 | $541.0K | 0.16% | −950−15.4% | Reduced |