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
Mutual Advisors, LLC3,110$327.4K0.01%+357+13.0%Added
Frank, Rimerman Advisors LLC3,122$323.4K0.02%00.0%Unchanged
Operose Advisors LLC3,117$322.9K0.10%00.0%Unchanged
Lazard Asset Management LLC3,119$322.0K0.00%−162−4.9%Reduced
United Capital Financial Advisers, LLC3,100$321.2K0.00%+135+4.6%Added
Graypoint LLC3,082$319.3K0.02%+73+2.4%Added
Schechter Investment Advisors, LLC3,079$319.0K0.02%−887−22.4%Reduced
RMB Capital Management, LLC3,063$317.3K0.01%+3,063New
Bleakley Financial Group, LLC3,059$316.9K0.01%+554+22.1%Added
Steel Peak Wealth Management LLC3,042$315.2K0.01%+482+18.8%Added
Independent Financial Group, LLC2,953$305.9K0.01%−406−12.1%Reduced
GYL Financial Synergies, LLC2,953$305.9K0.02%−85−2.8%Reduced
First Affirmative Financial Network2,947$305.3K0.17%−252−7.9%Reduced
Meeder Advisory Services, Inc.2,934$304.0K0.02%+224+8.3%Added
Farther Finance Advisors, LLC2,914$301.8K0.01%+455+18.5%Added
Mattern Wealth Management LLC2,878$298.2K0.07%−88−3.0%Reduced
Ewa, LLC2,721$298.0K0.11%+141+5.5%Added
Diversify Wealth Management, LLC2,787$295.5K0.03%−281−9.2%Reduced
Canandaigua National Bank & Trust Co2,829$293.1K0.03%−571−16.8%Reduced
CWA Asset Management Group, LLC2,813$291.4K0.02%+2,813New
Dorsey & Whitney Trust CO LLC2,808$290.9K0.02%+2,808New
Change Path, LLC2,748$284.7K0.01%+205+8.1%Added
Ascent Group, LLC2,722$282.0K0.02%+117+4.5%Added
Wallace Advisory Group, LLC3,132$280.0K0.20%−71−2.2%Reduced
Trust Asset Management LLC2,703$280.0K0.02%00.0%Unchanged
Snowden Capital Advisors LLC2,694$279.1K0.01%+325+13.7%Added
Brightwater Advisory LLC2,662$275.8K0.20%00.0%Unchanged
Transcendent Capital Group LLC2,653$274.9K0.14%+2,653New
Ashton Thomas Private Wealth, LLC2,648$274.3K0.01%+215+8.8%Added
Burney Co2,630$272.5K0.01%+110+4.4%Added
Copperwynd Financial, LLC2,570$266.3K0.08%−202−7.3%Reduced
Cigna Investments Inc2,543$263.0K0.05%00.0%Unchanged
MSH Capital Advisors LLC2,538$262.9K0.08%+4+0.2%Added
Trust Point Inc.2,519$261.0K0.02%+103+4.3%Added
Apollon Wealth Management, LLC2,512$260.3K0.01%−534−17.5%Reduced
Headlands Technologies LLC2,461$255.0K0.03%+2,461New
Covenant Partners, LLC2,455$254.3K0.07%+72+3.0%Added
Kathmere Capital Management, LLC2,434$252.2K0.02%+86+3.7%Added
ORG Partners LLC2,433$252.0K0.04%−5,919−70.9%Reduced
Mather Group, LLC.2,430$251.7K0.00%−31−1.3%Reduced
NorthRock Partners, LLC2,422$250.9K0.01%+42+1.8%Added
Phillips Wealth Planners LLC2,354$250.3K0.24%−10−0.4%Reduced
Regions Financial Corp2,397$248.3K0.00%−131−5.2%Reduced
Moloney Securities Asset Management, LLC2,396$248.2K0.03%00.0%Unchanged
Tiemann Investment Advisors, LLC2,380$246.6K0.11%00.0%Unchanged
Intrust Bank NA2,378$246.4K0.02%+2,378New
Parallel Advisors, LLC2,341$242.6K0.01%+520+28.6%Added
Tocqueville Asset Management L.P.2,327$241.1K0.00%00.0%Unchanged
NBC Securities, Inc.2,314$239.0K0.02%00.0%Unchanged
Wedmont Private Capital2,318$236.7K0.01%+2,318New
Beacon Pointe Advisors, LLC2,283$236.5K0.00%−8,022−77.8%Reduced
Natixis2,258$233.9K0.00%−253,031−99.1%Reduced
Tradition Wealth Management, LLC2,226$230.6K0.02%+2,226New
Trinity Financial Advisors LLC2,277$230.3K0.10%00.0%Unchanged
Spirepoint Private Client, LLC2,214$229.4K0.03%+2,214New
Axxcess Wealth Management, LLC2,208$228.8K0.01%+2,208New
Lake Street Advisors Group, LLC2,197$227.6K0.01%+2,197New
NewEdge Wealth, LLC2,194$227.3K0.00%+2,194New
Kavar Capital Partners Group, LLC2,188$226.7K0.04%+2,188New
Advisory Alpha, LLC2,185$226.4K0.01%+2,185New
Smithfield Trust Co2,161$223.0K0.01%00.0%Unchanged
Fulton Bank, N.A.2,151$222.8K0.01%+2,151New
Virtu Financial LLC2,143$222.0K0.01%−8,541−79.9%Reduced
Boothbay Fund Management, LLC2,130$220.7K0.01%+2,130New
Jones Financial Companies LLLP2,130$218.8K0.00%+1,746+454.7%Added
Dark Forest Capital Management LP2,106$218.2K0.03%+2,106New
Douglass Winthrop Advisors, LLC2,100$217.6K0.00%+2,100New
GeoWealth Management, LLC2,092$216.7K0.01%−71−3.3%Reduced
Unique Wealth, LLC2,085$216.0K0.05%+2,085New
J.W. Cole Advisors, Inc.2,085$216.0K0.01%+2,085New
Cary Street Partner Investment Advisory LLC2,080$215.5K0.01%+2,080New
Schrum Private Wealth Management LLC2,064$213.8K0.11%+2,064New
Hilltop Holdings Inc.2,034$210.7K0.01%+2,034New
Wealthspire Advisors, LLC2,009$208.2K0.00%+2,009New
Transcend Wealth Collective, LLC2,004$207.6K0.01%+2,004New
RBF Capital, LLC2,000$207.2K0.01%+2,000New
Hutchens & Kramer Investment Management Group, LLC1,954$205.2K0.11%+1,954New
AlphaCore Capital LLC1,940$201.0K0.05%+1,940New
AlphaCentric Advisors LLC1,917$198.6K0.15%−132−6.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,801$186.6K0.01%+1,253+228.6%Added
Virtus Investment Advisers, Inc.1,724$178.6K0.14%00.0%Unchanged
Signaturefd, LLC1,585$164.2K0.00%+50+3.3%Added
SRS Capital Advisors, Inc.1,535$159.0K0.01%+5+0.3%Added
First Horizon Advisors, Inc.1,428$148.0K0.00%−44−3.0%Reduced
Trust Co of Vermont1,401$145.1K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.1,277$132.0K0.00%+1,277New
Ronald Blue Trust, Inc.1,464$130.9K0.00%+914+166.2%Added
Montag A & Associates Inc1,177$121.9K0.01%+197+20.1%Added
Atticus Wealth Management, LLC1,170$121.2K0.04%00.0%Unchanged
Spire Wealth Management1,143$118.4K0.00%−18−1.6%Reduced
Penserra Capital Management LLC1,150$118.0K0.00%+13+1.1%Added
Sound Income Strategies, LLC1,098$113.8K0.01%00.0%Unchanged
Sentry Investment Management LLC1,025$106.0K0.04%00.0%Unchanged
Glen Eagle Advisors, LLC1,000$103.6K0.02%−250−20.0%Reduced
Proequities, Inc.996$103.2K0.01%+350+54.2%Added
Ci Investments Inc.971$101.0K0.00%+18+1.9%Added
Park Place Capital Corp905$93.8K0.03%+47+5.5%Added
TD Waterhouse Canada Inc.881$92.4K0.00%−1,934−68.7%Reduced
Massmutual Trust Co FSB852$88.3K0.00%−64−7.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC849$88.0K0.02%00.0%Unchanged