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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, 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
Kingsview Wealth Management, LLC5,267$545.6K0.01%+68+1.3%Added
Argonautica Private Wealth Management, Inc5,271$546.0K0.18%+12+0.2%Added
Aigen Investment Management, LP5,288$547.8K0.11%+5,288New
Fidelis Capital Partners, LLC5,365$568.8K0.07%−107−2.0%Reduced
Mayflower Financial Advisors, LLC5,533$573.2K0.09%−30−0.5%Reduced
Gen-Wealth Partners Inc5,615$594.3K0.26%−682−10.8%Reduced
Klingman & Associates, LLC5,805$601.4K0.04%00.0%Unchanged
Strategy Asset Managers LLC5,821$603.0K0.12%+1,231+26.8%Added
We Are One Seven, LLC5,849$606.0K0.03%−73−1.2%Reduced
Verition Fund Management LLC5,944$615.8K0.00%+1,143+23.8%Added
Atomi Financial Group, Inc.5,995$621.1K0.04%+5,995New
Kestra Private Wealth Services, LLC6,077$629.6K0.01%+124+2.1%Added
Callan Family Office, LLC6,112$633.2K0.11%+1,557+34.2%Added
CWM, LLC6,125$635.0K0.00%+30.0%Added
Synovus Financial Corp6,157$637.9K0.01%+117+1.9%Added
Baker Tilly Wealth Management, LLC6,167$638.9K0.28%+789+14.7%Added
B. Metzler seel. Sohn & Co. AG6,234$645.8K0.01%00.0%Unchanged
B. Metzler seel. Sohn & Co. Holding AG6,234$645.8K0.01%+6,234New
Xcel Wealth Management, LLC6,284$651.0K0.19%00.0%Unchanged
Legacy Capital Wealth Partners, LLC6,328$655.5K0.13%−605−8.7%Reduced
Squarepoint Ops LLC6,374$660.3K0.00%−42−0.7%Reduced
Benchmark Investment Advisors LLC6,430$666.1K0.47%+3,047+90.1%Added
ORG Wealth Partners, LLC6,503$673.8K0.22%+6,503New
Studio Investment Management LLC6,513$674.7K0.14%+96+1.5%Added
Next Level Private LLC6,514$674.9K0.28%00.0%Unchanged
ExodusPoint Capital Management, LP6,535$677.0K0.01%+6,535New
Venturi Wealth Management, LLC6,573$681.0K0.04%+2,199+50.3%Added
Quest Partners LLC6,641$688.0K0.06%+6,641New
DRW Securities, LLC6,677$691.7K0.04%+2,999+81.5%Added
NFP Retirement, Inc.6,680$692.0K0.06%00.0%Unchanged
Talon Private Wealth, LLC6,735$697.7K0.15%+6,735New
Fifth Third Bancorp6,773$701.7K0.00%+1,015+17.6%Added
Moors & Cabot, Inc.6,820$706.6K0.04%+39+0.6%Added
Summit Financial, LLC6,857$710.4K0.03%+86+1.3%Added
Sequoia Financial Advisors, LLC6,886$713.4K0.01%+30+0.4%Added
Blair William & Co6,887$713.5K0.00%+6,887New
Arrowstreet Capital, Limited Partnership6,900$714.8K0.00%+6,900New
Plato Investment Management Ltd6,952$719.5K0.06%00.0%Unchanged
Resources Investment Advisors, LLC.6,978$723.0K0.01%+6+0.1%Added
Kentucky Retirement Systems Insurance Trust Fund7,010$726.2K0.05%−626−8.2%Reduced
SevenBridge Financial Group, LLC6,506$727.7K0.14%00.0%Unchanged
Bullock Wealth Management Group6,953$730.1K0.44%−97−1.4%Reduced
GAMMA Investing LLC7,298$756.1K0.07%+1,522+26.4%Added
Avantax Advisory Services, Inc.7,298$756.1K0.00%−157−2.1%Reduced
Ieq Capital, LLC7,336$760.0K0.01%−32−0.4%Reduced
Balyasny Asset Management LLC7,339$760.3K0.00%−16,797−69.6%Reduced
Holland Advisory Services, Inc.7,356$762.1K1.00%+8+0.1%Added
Banco Bilbao Vizcaya Argentaria, S.A.7,382$764.6K0.01%+312+4.4%Added
Private Advisor Group, LLC7,467$773.6K0.00%+1,544+26.1%Added
Brookstone Capital Management7,487$775.7K0.01%−197−2.6%Reduced
Hanlon Investment Management, Inc.7,498$776.8K0.22%+7,498New
Hyperion Capital Advisors LP7,500$777.0K0.37%00.0%Unchanged
Tokio Marine Asset Management Co Ltd7,502$777.2K0.03%+406+5.7%Added
Northwestern Mutual Investment Management Company, LLC7,504$777.4K0.02%−31−0.4%Reduced
Spears Abacus Advisors LLC7,530$780.1K0.02%+480+6.8%Added
Tower Research Capital LLC (TRC)7,584$785.7K0.02%−17,826−70.2%Reduced
Veriti Management LLC7,781$806.1K0.04%+976+14.3%Added
Portside Wealth Group, LLC7,843$812.5K0.14%+402+5.4%Added
Retireful, LLC7,856$813.9K0.60%−2,764−26.0%Reduced
CoreCap Advisors, LLC7,948$823.5K0.04%+7,948New
Paloma Partners Management Co7,956$824.2K0.04%+3,404+74.8%Added
Investment Management Corp of Ontario7,980$826.7K0.02%+2,500+45.6%Added
SkyView Investment Advisors, LLC8,045$833.0K0.14%+161+2.0%Added
Occidental Asset Management, LLC8,060$835.0K0.13%−290−3.5%Reduced
Brevan Howard Capital Management LP8,098$839.0K0.04%+8,098New
Monte Financial Group, LLC8,116$840.8K0.35%+61+0.8%Added
Raymond James Trust N.A.8,133$842.6K0.02%−5,655−41.0%Reduced
Integrated Investment Consultants, LLC8,159$845.3K0.18%−1,069−11.6%Reduced
Centennial Bank8,179$847.3K0.39%−507−5.8%Reduced
Sound Financial Strategies Group, LLC8,314$861.3K0.69%−155−1.8%Reduced
M&T Bank Corp8,397$869.9K0.00%−313−3.6%Reduced
Qtron Investments LLC8,398$870.0K0.12%+8,398New
Keyes, Stange & Wooten Wealth Management, LLC8,412$871.5K0.52%+815+10.7%Added
Mount Yale Investment Advisors, LLC8,415$871.8K0.08%−379−4.3%Reduced
MQS Management LLC8,440$874.4K0.49%+8,440New
Park Avenue Securities LLC8,670$898.0K0.01%−424−4.7%Reduced
NEOS Investment Management LLC8,700$901.3K0.03%+1,624+23.0%Added
Wealthfront Advisers LLC8,737$905.2K0.00%+258+3.0%Added
Taika Capital, LP8,891$921.1K0.69%+8,891New
Virtus ETF Advisers LLC8,928$924.9K0.43%−1,116−11.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S8,938$926.0K0.02%+2,159+31.8%Added
Glenview Trust Co9,048$937.4K0.02%00.0%Unchanged
Principal Securities, Inc.9,163$949.3K0.02%+448+5.1%Added
Resonant Capital Advisors, LLC9,285$961.9K0.07%−857−8.5%Reduced
Carmignac Gestion9,305$964.0K0.02%−15,500−62.5%Reduced
Campbell & CO Investment Adviser LLC9,371$970.8K0.07%−642−6.4%Reduced
Norinchukin Bank, The9,386$972.4K0.02%+1,164+14.2%Added
Integrated Wealth Concepts LLC9,397$973.5K0.01%−29−0.3%Reduced
Manchester Capital Management LLC9,408$974.7K0.11%+1,618+20.8%Added
CIBC World Markets Inc.9,536$988.0K0.00%+756+8.6%Added
Koshinski Asset Management, Inc.9,614$996.0K0.09%+5,344+125.2%Added
Proficio Capital Partners LLC9,695$1.00M0.10%−1,183−10.9%Reduced
Claro Advisors LLC9,709$1.01M0.13%−293−2.9%Reduced
Harmony Asset Management LLC9,739$1.01M0.37%−3,240−25.0%Reduced
Gibbs Wealth Management9,850$1.02M0.33%+1,107+12.7%Added
Gilbert & Cook, Inc.9,866$1.02M0.14%−92−0.9%Reduced
Commerce Bank9,887$1.02M0.01%+438+4.6%Added
E. Ohman J:or Asset Management AB9,900$1.03M0.03%00.0%Unchanged
Invst, LLC9,978$1.03M0.13%−8−0.1%Reduced
JSF Financial, LLC10,128$1.05M0.31%+669+7.1%Added