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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 2,184 | $222.8K | 0.01% | +33+1.5% | Added |
| Kavar Capital Partners Group, LLC | 2,188 | $223.2K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,201 | $224.5K | 0.02% | −25−1.1% | Reduced |
| Spirepoint Private Client, LLC | 2,214 | $225.9K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,234 | $228.0K | 0.01% | +37+1.7% | Added |
| Trinity Financial Advisors LLC | 2,278 | $229.0K | 0.09% | +10.0% | Added |
| Blueshift Asset Management, LLC | 2,252 | $229.7K | 0.08% | +2,252 | New |
| NewEdge Wealth, LLC | 2,270 | $231.6K | 0.00% | +76+3.5% | Added |
| Moloney Securities Asset Management, LLC | 2,296 | $234.2K | 0.03% | −100−4.2% | Reduced |
| Tocqueville Asset Management L.P. | 2,327 | $237.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,337 | $238.4K | 0.03% | −96−3.9% | Reduced |
| Warren Averett Asset Management, LLC | 2,362 | $241.0K | 0.00% | +2,362 | New |
| Capital A Wealth Management, LLC | 2,365 | $241.3K | 0.40% | +2,365 | New |
| Hilltop Holdings Inc. | 2,371 | $241.9K | 0.02% | +337+16.6% | Added |
| Tiemann Investment Advisors, LLC | 2,380 | $242.8K | 0.11% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,383 | $243.1K | 0.07% | −72−2.9% | Reduced |
| Regions Financial Corp | 2,397 | $244.5K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,427 | $247.6K | 0.01% | +5+0.2% | Added |
| Mather Group, LLC. | 2,428 | $247.7K | 0.00% | −2−0.1% | Reduced |
| Longboard Asset Management, LP | 2,434 | $248.3K | 0.66% | +2,434 | New |
| Parallel Advisors, LLC | 2,435 | $248.5K | 0.01% | +94+4.0% | Added |
| Callahan Advisors, LLC | 2,458 | $250.8K | 0.02% | +2,458 | New |
| Burling Wealth Partners, LLC | 2,470 | $252.0K | 0.05% | +2,470 | New |
| Wedmont Private Capital | 2,475 | $252.3K | 0.01% | +157+6.8% | Added |
| Revisor Wealth Management LLC | 2,466 | $253.6K | 0.23% | −1,005−29.0% | Reduced |
| DRW Securities, LLC | 2,521 | $257.2K | 0.02% | −4,156−62.2% | Reduced |
| MSH Capital Advisors LLC | 2,541 | $259.2K | 0.08% | +3+0.1% | Added |
| Cigna Investments Inc | 2,543 | $260.0K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,571 | $262.1K | 0.26% | +217+9.2% | Added |
| Petrus Trust Company, LTA | 2,576 | $262.8K | 0.03% | +2,576 | New |
| Canandaigua National Bank & Trust Co | 2,620 | $267.3K | 0.03% | −209−7.4% | Reduced |
| Copperwynd Financial, LLC | 2,622 | $267.5K | 0.07% | +52+2.0% | Added |
| Schechter Investment Advisors, LLC | 2,647 | $270.0K | 0.02% | −432−14.0% | Reduced |
| Burney Co | 2,655 | $270.9K | 0.01% | +25+1.0% | Added |
| Brightwater Advisory LLC | 2,662 | $271.6K | 0.21% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,662 | $271.6K | 0.02% | +228+9.4% | Added |
| Landscape Capital Management, L.L.C. | 2,681 | $273.5K | 0.03% | +2,681 | New |
| Ashton Thomas Private Wealth, LLC | 2,694 | $274.8K | 0.01% | +46+1.7% | Added |
| Trust Asset Management LLC | 2,703 | $275.8K | 0.02% | 00.0% | Unchanged |
| Ewa, LLC | 2,708 | $276.3K | 0.10% | −13−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,716 | $277.1K | 0.02% | −92−3.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2,720 | $277.5K | 0.05% | +2,720 | New |
| Snowden Capital Advisors LLC | 2,733 | $278.8K | 0.01% | +39+1.4% | Added |
| First Affirmative Financial Network | 2,737 | $279.2K | 0.16% | −210−7.1% | Reduced |
| Apollon Wealth Management, LLC | 2,766 | $282.2K | 0.01% | +254+10.1% | Added |
| Change Path, LLC | 2,770 | $282.6K | 0.01% | +22+0.8% | Added |
| Diversify Wealth Management, LLC | 2,797 | $285.2K | 0.02% | +10+0.4% | Added |
| Cynosure Management, LLC | 2,866 | $292.4K | 0.04% | −735−20.4% | Reduced |
| Farther Finance Advisors, LLC | 2,875 | $293.3K | 0.01% | −39−1.3% | Reduced |
| Mattern Wealth Management LLC | 2,878 | $293.6K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,900 | $295.9K | 0.10% | −217−7.0% | Reduced |
| CWA Asset Management Group, LLC | 2,916 | $297.5K | 0.01% | +103+3.7% | Added |
| Kovitz Investment Group Partners, LLC | 2,929 | $298.8K | 0.00% | +2,929 | New |
| V-Square Quantitative Management LLC | 2,946 | $300.6K | 0.04% | −339−10.3% | Reduced |
| Independent Financial Group, LLC | 2,953 | $301.3K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 2,954 | $301.4K | 0.00% | +2,954 | New |
| Advisory Alpha, LLC | 2,973 | $303.3K | 0.01% | +788+36.1% | Added |
| Dempze Nancy E | 3,000 | $306.1K | 0.18% | −954−24.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,001 | $306.2K | 0.02% | +3,001 | New |
| Intrust Bank NA | 3,039 | $310.0K | 0.03% | +661+27.8% | Added |
| Graypoint LLC | 3,105 | $316.8K | 0.02% | +23+0.7% | Added |
| Ascent Group, LLC | 3,128 | $319.1K | 0.02% | +406+14.9% | Added |
| Moneta Group Investment Advisors LLC | 3,157 | $322.1K | 0.00% | −82−2.5% | Reduced |
| Bleakley Financial Group, LLC | 3,162 | $322.6K | 0.01% | +103+3.4% | Added |
| Wallace Advisory Group, LLC | 3,150 | $326.3K | 0.23% | +18+0.6% | Added |
| BOCHK Asset Management Ltd | 3,200 | $326.5K | 0.10% | +3,200 | New |
| Hamilton Capital Partners Inc. | 3,203 | $326.8K | 0.02% | −849−21.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,203 | $326.8K | 0.02% | +269+9.2% | Added |
| Optimize Financial Inc | 3,221 | $328.6K | 0.25% | +3,221 | New |
| Horizon Investments, LLC | 3,239 | $330.0K | 0.01% | +27+0.8% | Added |
| Anchor Investment Management, LLC | 3,251 | $331.7K | 0.03% | −10−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,265 | $333.1K | 0.02% | +143+4.6% | Added |
| Brinker Capital Investments, LLC | 3,268 | $333.4K | 0.00% | −280−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 3,268 | $333.4K | 0.00% | −280−7.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,275 | $334.1K | 0.00% | +175+5.6% | Added |
| Canada Post Corp Registered Pension Plan | 3,410 | $347.9K | 0.02% | +3,410 | New |
| Alps Advisors Inc | 3,423 | $349.2K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,446 | $351.6K | 0.03% | −1,064−23.6% | Reduced |
| Private Trust Co NA | 3,448 | $351.8K | 0.04% | +183+5.6% | Added |
| Ballentine Partners, LLC | 3,489 | $355.9K | 0.01% | +29+0.8% | Added |
| MUFG Securities Americas Inc. | 3,504 | $357.5K | 0.05% | +3,504 | New |
| Unique Wealth, LLC | 3,509 | $358.0K | 0.07% | +1,424+68.3% | Added |
| W.H. Cornerstone Investments Inc. | 3,551 | $362.3K | 0.24% | +5+0.1% | Added |
| Fermata Advisors, LLC | 3,620 | $369.3K | 0.07% | +3,620 | New |
| Jane Street Group, LLC | 3,632 | $370.5K | 0.00% | −119,541−97.1% | Reduced |
| Mutual Advisors, LLC | 3,517 | $372.6K | 0.01% | +407+13.1% | Added |
| Edmond de Rothschild Holding S.A. | 3,670 | $374.4K | 0.01% | −1,070−22.6% | Reduced |
| Profund Advisors LLC | 3,670 | $374.4K | 0.01% | +12+0.3% | Added |
| Stonebridge Capital Advisors LLC | 3,680 | $375.4K | 0.03% | +30+0.8% | Added |
| Marex Group plc | 3,722 | $379.7K | 0.01% | +3,722 | New |
| Smith Shellnut Wilson LLC | 3,739 | $381.5K | 0.17% | −8−0.2% | Reduced |
| Virtu Financial LLC | 3,791 | $387.0K | 0.02% | +1,648+76.9% | Added |
| River Wealth Advisors LLC | 3,814 | $389.1K | 0.05% | −102−2.6% | Reduced |
| Outlook Wealth Advisors, LLC | 3,879 | $395.8K | 0.11% | −113−2.8% | Reduced |
| Jones Financial Companies LLLP | 3,917 | $399.6K | 0.00% | +1,787+83.9% | Added |
| Huntington National Bank | 3,927 | $400.6K | 0.00% | +589+17.6% | Added |
| Legacy Wealth Asset Management, LLC | 3,931 | $401.0K | 0.11% | −259−6.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,945 | $402.5K | 0.10% | −106−2.6% | Reduced |
| Somerset Trust Co | 3,974 | $405.4K | 0.15% | −563−12.4% | Reduced |
| Prelude Capital Management, LLC | 4,000 | $408.1K | 0.03% | +4,000 | New |