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, Q4 2024
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 875
- +63 vs. Q3 2024
- Shares held
- 214.5M
- +6.10M (+2.9%) vs. Q3 2024
- Total value
- $21.9B
- +$322.7M (+1.5%) vs. Q3 2024
- New holders
- 126
- 338 more added
- Sold out
- 63
- 273 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 267 | $27.2K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 272 | $27.8K | 0.00% | +272 | New |
| Hemington Wealth Management | 276 | $28.0K | 0.01% | +45+19.5% | Added |
| Johnson Financial Group, Inc. | 279 | $29.2K | 0.00% | +235+534.1% | Added |
| Sunbelt Securities, Inc. | 300 | $30.6K | 0.00% | +256+581.8% | Added |
| R Squared Ltd | 300 | $30.6K | 0.03% | +300 | New |
| Caitong International Asset Management Co., Ltd | 303 | $30.9K | 0.03% | +303 | New |
| TD Private Client Wealth LLC | 311 | $31.7K | 0.00% | −19−5.8% | Reduced |
| Hexagon Capital Partners LLC | 311 | $31.7K | 0.01% | +254+445.6% | Added |
| Larson Financial Group LLC | 321 | $32.8K | 0.00% | +49+18.0% | Added |
| Canada Pension Plan Investment Board | 345 | $35.2K | 0.00% | −94,765−99.6% | Reduced |
| Quadrant Capital Group LLC | 348 | $35.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 349 | $35.6K | 0.00% | +21+6.4% | Added |
| SBI Securities Co., Ltd. | 358 | $36.5K | 0.00% | +358 | New |
| TFC Financial Management | 386 | $39.4K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $40.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $40.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $41.8K | 0.01% | +410 | New |
| Alaska Permanent Fund Corp | 412 | $42.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 413 | $42.1K | 0.01% | +234+130.7% | Added |
| First PREMIER Bank | 424 | $43.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 434 | $44.3K | 0.00% | −1−0.2% | Reduced |
| Skopos Labs, Inc. | 444 | $45.2K | 0.01% | +191+75.5% | Added |
| Intelligent Financial Strategies | 445 | $45.4K | 0.03% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 450 | $45.9K | 0.01% | −36−7.4% | Reduced |
| Colonial Trust Co | 466 | $47.6K | 0.01% | +6+1.3% | Added |
| EverSource Wealth Advisors, LLC | 490 | $50.0K | 0.00% | +217+79.5% | Added |
| PSI Advisors, LLC | 498 | $50.8K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 506 | $51.0K | 0.02% | +1+0.2% | Added |
| Asset Dedication, LLC | 506 | $51.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 531 | $54.2K | 0.00% | +531 | New |
| Central Pacific Bank - Trust Division | 535 | $54.6K | 0.01% | −222−29.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 561 | $57.2K | 0.00% | −10−1.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 589 | $60.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 625 | $63.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 655 | $66.8K | 0.01% | +655 | New |
| Gables Capital Management Inc. | 668 | $68.1K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $69.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 687 | $70.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 699 | $71.3K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 710 | $72.4K | 0.00% | −142−16.7% | Reduced |
| Allworth Financial LP | 703 | $73.9K | 0.00% | +46+7.0% | Added |
| Darwin Advisors, LLC | 769 | $78.5K | 0.03% | −2,631−77.4% | Reduced |
| Parkside Financial Bank & Trust | 777 | $79.3K | 0.01% | −12−1.5% | Reduced |
| Bryn Mawr Trust Co | 791 | $80.7K | 0.00% | +232+41.5% | Added |
| Orion Capital Management LLC | 807 | $82.3K | 0.04% | +807 | New |
| Smartleaf Asset Management LLC | 811 | $82.7K | 0.01% | +207+34.3% | Added |
| Covestor Ltd | 832 | $85.0K | 0.05% | +152+22.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $86.7K | 0.02% | +1+0.1% | Added |
| Sentry Investment Management LLC | 881 | $90.0K | 0.04% | −144−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 897 | $91.5K | 0.00% | −567−38.7% | Reduced |
| TD Waterhouse Canada Inc. | 923 | $94.1K | 0.00% | +42+4.8% | Added |
| Park Place Capital Corp | 957 | $97.6K | 0.03% | +52+5.7% | Added |
| State of Wyoming | 964 | $98.3K | 0.01% | +145+17.7% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $102.0K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,000 | $102.0K | 0.12% | +1,000 | New |
| Sound Income Strategies, LLC | 1,099 | $112.2K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 1,128 | $115.0K | 0.00% | +157+16.2% | Added |
| Proequities, Inc. | 1,103 | $116.0K | 0.01% | +107+10.7% | Added |
| Spire Wealth Management | 1,143 | $116.6K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,159 | $118.0K | 0.00% | −2,108−64.5% | Reduced |
| Atticus Wealth Management, LLC | 1,170 | $119.4K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,177 | $120.1K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1,200 | $122.4K | 0.07% | +1,200 | New |
| MAI Capital Management | 1,299 | $132.6K | 0.00% | +1,299 | New |
| First Horizon Advisors, Inc. | 1,321 | $134.8K | 0.00% | −107−7.5% | Reduced |
| Promus Capital, LLC | 1,323 | $135.0K | 0.10% | +1,323 | New |
| Trust Co of Vermont | 1,401 | $142.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,588 | $162.0K | 0.11% | −492−23.7% | Reduced |
| Penserra Capital Management LLC | 1,726 | $175.0K | 0.00% | +576+50.1% | Added |
| Fedenia Advisers LLC | 1,716 | $175.1K | 0.10% | +1,716 | New |
| Virtus Investment Advisers, Inc. | 1,724 | $175.9K | 0.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $183.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,812 | $184.9K | 0.00% | +227+14.3% | Added |
| AlphaCentric Advisors LLC | 1,863 | $190.1K | 0.19% | −54−2.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,931 | $197.0K | 0.01% | +396+25.8% | Added |
| Kapitalo Investimentos Ltda | 1,953 | $199.2K | 0.13% | +1,953 | New |
| Tower Wealth Partners, Inc. | 1,967 | $200.7K | 0.10% | +1,967 | New |
| RFP Financial Group LLC | 1,970 | $201.0K | 0.08% | +1,970 | New |
| Wood Tarver Financial Group, LLC | 1,984 | $202.0K | 0.07% | +1,984 | New |
| Merit Financial Group, LLC | 1,993 | $203.4K | 0.00% | +1,993 | New |
| RBF Capital, LLC | 2,000 | $204.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,018 | $205.0K | 0.00% | −1,101−35.3% | Reduced |
| Mechanics Bank Trust Department | 2,015 | $205.6K | 0.03% | +2,015 | New |
| Transcend Wealth Collective, LLC | 2,026 | $206.7K | 0.01% | +22+1.1% | Added |
| Fullcircle Wealth LLC | 1,866 | $207.0K | 0.08% | +1,866 | New |
| 111 Capital | 2,043 | $208.4K | 0.04% | +2,043 | New |
| RMB Capital Management, LLC | 2,046 | $208.7K | 0.00% | −1,017−33.2% | Reduced |
| Ieq Capital, LLC | 2,079 | $212.1K | 0.00% | −5,257−71.7% | Reduced |
| J.W. Cole Advisors, Inc. | 2,081 | $212.3K | 0.01% | −4−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,089 | $213.1K | 0.01% | −119−5.4% | Reduced |
| Angeles Wealth Management, LLC | 2,092 | $213.4K | 0.02% | +2,092 | New |
| Wealthspire Advisors, LLC | 2,093 | $213.6K | 0.00% | +84+4.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,100 | $214.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,103 | $214.5K | 0.01% | +11+0.5% | Added |
| Genesis Private Wealth, LLC | 2,148 | $219.1K | 0.12% | +2,148 | New |
| GTS Securities LLC | 2,154 | $219.8K | 0.01% | +2,154 | New |
| Smithfield Trust Co | 2,161 | $220.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,095 | $222.1K | 0.01% | +2,095 | New |
| FourThought Financial Partners, LLC | 2,182 | $222.6K | 0.02% | +2,182 | New |