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 |
|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 6,503 | $673.8K | 0.22% | +6,503 | New |
| Benchmark Investment Advisors LLC | 6,430 | $666.1K | 0.47% | +3,047+90.1% | Added |
| Squarepoint Ops LLC | 6,374 | $660.3K | 0.00% | −42−0.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,328 | $655.5K | 0.13% | −605−8.7% | Reduced |
| Xcel Wealth Management, LLC | 6,284 | $651.0K | 0.19% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $645.8K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 6,234 | $645.8K | 0.01% | +6,234 | New |
| Baker Tilly Wealth Management, LLC | 6,167 | $638.9K | 0.28% | +789+14.7% | Added |
| Synovus Financial Corp | 6,157 | $637.9K | 0.01% | +117+1.9% | Added |
| CWM, LLC | 6,125 | $635.0K | 0.00% | +30.0% | Added |
| Callan Family Office, LLC | 6,112 | $633.2K | 0.11% | +1,557+34.2% | Added |
| Kestra Private Wealth Services, LLC | 6,077 | $629.6K | 0.01% | +124+2.1% | Added |
| Atomi Financial Group, Inc. | 5,995 | $621.1K | 0.04% | +5,995 | New |
| Verition Fund Management LLC | 5,944 | $615.8K | 0.00% | +1,143+23.8% | Added |
| We Are One Seven, LLC | 5,849 | $606.0K | 0.03% | −73−1.2% | Reduced |
| Strategy Asset Managers LLC | 5,821 | $603.0K | 0.12% | +1,231+26.8% | Added |
| Klingman & Associates, LLC | 5,805 | $601.4K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,615 | $594.3K | 0.26% | −682−10.8% | Reduced |
| Mayflower Financial Advisors, LLC | 5,533 | $573.2K | 0.09% | −30−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,365 | $568.8K | 0.07% | −107−2.0% | Reduced |
| Aigen Investment Management, LP | 5,288 | $547.8K | 0.11% | +5,288 | New |
| Argonautica Private Wealth Management, Inc | 5,271 | $546.0K | 0.18% | +12+0.2% | Added |
| Kingsview Wealth Management, LLC | 5,267 | $545.6K | 0.01% | +68+1.3% | Added |
| Jackson Creek Investment Advisors LLC | 5,221 | $541.0K | 0.16% | −950−15.4% | Reduced |
| Radnor Capital Management, LLC | 5,190 | $538.0K | 0.08% | +5,190 | New |
| HB Wealth Management, LLC | 5,191 | $537.8K | 0.01% | +498+10.6% | Added |
| Swiss Life Asset Management Ltd | 5,140 | $532.2K | 0.01% | −251−4.7% | Reduced |
| Oak Thistle LLC | 5,054 | $523.6K | 0.17% | +5,054 | New |
| Federation des caisses Desjardins du Quebec | 4,972 | $514.9K | 0.00% | +153+3.2% | Added |
| Cadent Capital Advisors, LLC | 4,925 | $510.2K | 0.17% | −118−2.3% | Reduced |
| Geneva Partners, LLC | 4,915 | $509.2K | 0.22% | +4,915 | New |
| Financial Advocates Investment Management | 4,827 | $500.1K | 0.03% | +285+6.3% | Added |
| Washington Trust Bank | 4,750 | $492.1K | 0.05% | −92−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,740 | $491.1K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,713 | $488.3K | 0.01% | +20.0% | Added |
| Forum Private Client Group LLC | 4,621 | $478.7K | 0.21% | +6+0.1% | Added |
| Lido Advisors, LLC | 4,570 | $473.5K | 0.00% | −85−1.8% | Reduced |
| Jupiter Asset Management Ltd | 4,558 | $472.2K | 0.00% | +4,558 | New |
| Harbor Capital Advisors, Inc. | 4,551 | $471.0K | 0.02% | +20+0.4% | Added |
| Mogy Joel R Investment Counsel Inc | 4,545 | $470.9K | 0.03% | +4,545 | New |
| Somerset Trust Co | 4,537 | $470.0K | 0.18% | −9−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 4,514 | $468.0K | 0.03% | −8−0.2% | Reduced |
| Colony Group, LLC | 4,512 | $467.5K | 0.00% | +4,512 | New |
| Checchi Capital Advisers, LLC | 4,510 | $467.2K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,509 | $467.1K | 0.03% | −7,094−61.1% | Reduced |
| Vontobel Holding Ltd. | 4,505 | $466.7K | 0.00% | −143−3.1% | Reduced |
| Wetherby Asset Management Inc | 4,430 | $458.9K | 0.02% | −64−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 8,571 | $456.6K | 0.04% | −393−4.4% | Reduced |
| Journey Strategic Wealth LLC | 4,387 | $454.5K | 0.02% | +344+8.5% | Added |
| Pine Valley Investments Ltd Liability Co | 4,379 | $453.7K | 0.03% | −250−5.4% | Reduced |
| Apriem Advisors | 4,343 | $449.9K | 0.05% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 4,324 | $448.0K | 0.06% | −792−15.5% | Reduced |
| Financial Enhancement Group LLC | 6,810 | $447.5K | 0.09% | −767−10.1% | Reduced |
| Vestcor Inc | 4,267 | $442.0K | 0.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $440.3K | 0.01% | +4,250 | New |
| 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 |
| Legacy Wealth Asset Management, LLC | 4,190 | $434.1K | 0.12% | +234+5.9% | Added |
| Means Investment Co., Inc. | 4,151 | $430.0K | 0.05% | +10.0% | Added |
| Gateway Investment Advisers LLC | 4,149 | $429.8K | 0.00% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $429.6K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,123 | $429.5K | 0.03% | +21+0.5% | Added |
| Brown Advisory Inc | 4,129 | $427.8K | 0.00% | +10.0% | Added |
| Cubist Systematic Strategies, LLC | 4,099 | $424.7K | 0.01% | +4,099 | New |
| Quilter Plc | 4,088 | $423.5K | 0.01% | +4,088 | New |
| Hamilton Capital Partners Inc. | 4,052 | $419.8K | 0.04% | +1,000+32.8% | Added |
| Alliance Wealth Advisors, LLC | 4,051 | $419.7K | 0.11% | +89+2.2% | Added |
| Marshall Wace, LLP | 4,037 | $418.2K | 0.00% | +4,037 | New |
| Phillips Financial Management, LLC | 4,034 | $417.9K | 0.03% | +4,034 | New |
| Outlook Wealth Advisors, LLC | 3,992 | $413.6K | 0.12% | +158+4.1% | Added |
| Dempze Nancy E | 3,954 | $409.6K | 0.23% | +3,954 | New |
| Belpointe Asset Management LLC | 3,946 | $408.8K | 0.02% | +3,946 | New |
| River Wealth Advisors LLC | 3,916 | $405.7K | 0.05% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,908 | $404.9K | 0.00% | +3,908 | New |
| Concurrent Investment Advisors, LLC | 3,759 | $389.4K | 0.01% | −36−0.9% | Reduced |
| Smith Shellnut Wilson LLC | 3,747 | $388.2K | 0.18% | +60+1.6% | Added |
| Quadrature Capital Ltd | 3,717 | $385.1K | 0.01% | +3,717 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,685 | $381.8K | 0.01% | −37−1.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,681 | $381.4K | 0.03% | +3,681 | New |
| Profund Advisors LLC | 3,658 | $379.0K | 0.01% | +35+1.0% | Added |
| Stonebridge Capital Advisors LLC | 3,650 | $378.1K | 0.03% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,639 | $377.0K | 0.09% | −262−6.7% | Reduced |
| Cynosure Management, LLC | 3,601 | $373.1K | 0.05% | −498−12.1% | 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 |
| W.H. Cornerstone Investments Inc. | 3,546 | $367.0K | 0.25% | −6−0.2% | Reduced |
| Machina Capital S.A.S. | 3,542 | $367.0K | 0.15% | −3,439−49.3% | Reduced |
| Revisor Wealth Management LLC | 3,471 | $359.6K | 0.22% | −335−8.8% | Reduced |
| Ballentine Partners, LLC | 3,460 | $358.5K | 0.01% | +11+0.3% | Added |
| Alps Advisors Inc | 3,423 | $354.6K | 0.00% | −648−15.9% | Reduced |
| Darwin Advisors, LLC | 3,400 | $352.2K | 0.10% | +3,400 | New |
| Huntington National Bank | 3,338 | $345.8K | 0.00% | +703+26.7% | Added |
| V-Square Quantitative Management LLC | 3,285 | $340.3K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 3,265 | $338.3K | 0.03% | −145−4.3% | Reduced |
| iA Global Asset Management Inc. | 3,267 | $338.0K | 0.01% | +3,267 | New |
| Anchor Investment Management, LLC | 3,261 | $337.8K | 0.03% | −25−0.8% | Reduced |
| MBB Public Markets I LLC | 3,240 | $335.7K | 0.03% | −11,621−78.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,239 | $335.6K | 0.00% | +68+2.1% | Added |
| Horizon Investments, LLC | 3,212 | $332.3K | 0.01% | −164−4.9% | Reduced |
| Vident Advisory, LLC | 3,190 | $330.5K | 0.01% | +3,190 | New |