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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 4,005 | $408.6K | 0.04% | +324+8.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,029 | $411.0K | 0.02% | +344+9.3% | Added |
| Belpointe Asset Management LLC | 3,914 | $411.5K | 0.02% | −32−0.8% | Reduced |
| Phillips Financial Management, LLC | 4,061 | $414.3K | 0.03% | +27+0.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $423.1K | 0.01% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,151 | $423.5K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,164 | $424.8K | 0.00% | +35+0.8% | Added |
| Gateway Investment Advisers LLC | 4,215 | $430.0K | 0.00% | +66+1.6% | Added |
| Unigestion Holding SA | 4,230 | $431.5K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 4,230 | $431.5K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $433.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,262 | $435.0K | 0.01% | −5−0.1% | Reduced |
| Apriem Advisors | 4,343 | $443.1K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,346 | $443.4K | 0.01% | +1,156+36.2% | Added |
| Pine Valley Investments Ltd Liability Co | 4,349 | $443.7K | 0.03% | −30−0.7% | Reduced |
| Klingman & Associates, LLC | 4,412 | $450.1K | 0.03% | −1,393−24.0% | Reduced |
| American Century Companies Inc | 4,469 | $455.9K | 0.00% | −9,398−67.8% | Reduced |
| Moment Partners, LLC | 4,481 | $457.2K | 0.09% | +4,481 | New |
| Journey Strategic Wealth LLC | 4,486 | $457.6K | 0.02% | +99+2.3% | Added |
| Financial Advocates Investment Management | 4,519 | $461.0K | 0.03% | −308−6.4% | Reduced |
| First Manhattan Co | 4,541 | $463.3K | 0.00% | +4,541 | New |
| Forum Private Client Group LLC | 4,627 | $472.0K | 0.21% | +6+0.1% | Added |
| Sherbrooke Park Advisers LLC | 4,642 | $473.6K | 0.15% | +4,642 | New |
| Harbor Capital Advisors, Inc. | 4,664 | $476.0K | 0.02% | +113+2.5% | Added |
| Lido Advisors, LLC | 4,690 | $478.5K | 0.00% | +120+2.6% | Added |
| Forum Financial Management, LP | 4,714 | $480.9K | 0.01% | +10.0% | Added |
| Washington Trust Bank | 4,750 | $484.6K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,801 | $489.8K | 0.01% | +4,801 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,885 | $498.4K | 0.01% | −2,497−33.8% | Reduced |
| Cadent Capital Advisors, LLC | 4,925 | $502.5K | 0.18% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,632 | $503.7K | 0.03% | +509+12.3% | Added |
| Global X Japan Co., Ltd. | 4,941 | $504.1K | 0.06% | +617+14.3% | Added |
| Farringdon Capital, Ltd. | 4,979 | $508.0K | 0.21% | +4,979 | New |
| Vontobel Holding Ltd. | 5,112 | $521.5K | 0.00% | +607+13.5% | Added |
| Wetherby Asset Management Inc | 5,153 | $525.7K | 0.03% | +723+16.3% | Added |
| Howland Capital Management LLC | 5,153 | $525.7K | 0.02% | +5,153 | New |
| Kingsview Wealth Management, LLC | 5,225 | $533.0K | 0.01% | −42−0.8% | Reduced |
| MJP Associates Inc | 5,311 | $541.8K | 0.10% | +5,311 | New |
| Argonautica Private Wealth Management, Inc | 5,358 | $546.6K | 0.18% | +87+1.7% | Added |
| Next Level Private LLC | 5,429 | $553.9K | 0.22% | −1,085−16.7% | Reduced |
| Advisor OS, LLC | 5,501 | $561.2K | 0.06% | +5,501 | New |
| Mayflower Financial Advisors, LLC | 5,525 | $563.7K | 0.08% | −8−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 5,373 | $567.1K | 0.06% | +8+0.1% | Added |
| Gen-Wealth Partners Inc | 5,613 | $572.7K | 0.25% | −20.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,620 | $573.0K | 0.17% | +399+7.6% | Added |
| Harvest Fund Management Co., Ltd | 5,638 | $575.0K | 0.03% | +1,124+24.9% | Added |
| Brighton Securities Corp. | 5,645 | $575.9K | 0.28% | +5,645 | New |
| Radnor Capital Management, LLC | 5,690 | $580.0K | 0.10% | +500+9.6% | Added |
| FORA Capital, LLC | 5,689 | $580.4K | 0.07% | +5,689 | New |
| Headlands Technologies LLC | 5,706 | $582.1K | 0.06% | +3,245+131.9% | Added |
| Numerai GP LLC | 5,723 | $583.9K | 0.16% | +5,723 | New |
| Capstone Investment Advisors, LLC | 5,877 | $599.6K | 0.01% | −9,329−61.4% | Reduced |
| Strategy Asset Managers LLC | 5,902 | $602.1K | 0.12% | +81+1.4% | Added |
| Legacy Capital Wealth Partners, LLC | 5,963 | $608.3K | 0.15% | −365−5.8% | Reduced |
| Adviser Investments LLC | 5,973 | $609.4K | 0.01% | +5,973 | New |
| Plato Investment Management Ltd | 5,971 | $611.4K | 0.04% | −981−14.1% | Reduced |
| Geneva Partners, LLC | 6,035 | $615.7K | 0.25% | +1,120+22.8% | Added |
| Gsa Capital Partners LLP | 6,059 | $618.0K | 0.05% | +6,059 | New |
| ORG Wealth Partners, LLC | 6,099 | $622.3K | 0.19% | −404−6.2% | Reduced |
| CWM, LLC | 6,115 | $624.0K | 0.00% | −10−0.2% | Reduced |
| HB Wealth Management, LLC | 6,152 | $627.6K | 0.01% | +961+18.5% | Added |
| Baker Tilly Wealth Management, LLC | 6,208 | $633.4K | 0.25% | +41+0.7% | Added |
| Synovus Financial Corp | 6,216 | $634.2K | 0.01% | +59+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $636.0K | 0.01% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 6,284 | $641.1K | 0.18% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,357 | $648.5K | 0.00% | −416−6.1% | Reduced |
| Studio Investment Management LLC | 6,368 | $649.7K | 0.14% | −145−2.2% | Reduced |
| Venturi Wealth Management, LLC | 6,395 | $652.4K | 0.03% | −178−2.7% | Reduced |
| Bullock Wealth Management Group | 6,422 | $655.2K | 0.38% | −531−7.6% | Reduced |
| Trust Point Inc. | 6,451 | $658.1K | 0.05% | +3,932+156.1% | Added |
| AssuredPartners Investment Advisors, LLC | 6,452 | $658.2K | 0.13% | +6,452 | New |
| Kestra Private Wealth Services, LLC | 6,483 | $661.4K | 0.01% | +406+6.7% | Added |
| Federation des caisses Desjardins du Quebec | 6,548 | $667.8K | 0.00% | +1,576+31.7% | Added |
| NFP Retirement, Inc. | 6,680 | $681.5K | 0.05% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 6,735 | $687.1K | 0.14% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6,728 | $690.0K | 0.11% | −82−1.2% | Reduced |
| Global Retirement Partners, LLC | 6,782 | $691.9K | 0.02% | −10,005−59.6% | Reduced |
| Moors & Cabot, Inc. | 6,804 | $694.1K | 0.03% | −16−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 6,506 | $707.5K | 0.13% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,025 | $716.7K | 0.03% | +168+2.5% | Added |
| Ossiam | 7,068 | $721.1K | 0.01% | −250,431−97.3% | Reduced |
| Hanlon Investment Management, Inc. | 7,083 | $722.6K | 0.20% | −415−5.5% | Reduced |
| Claro Advisors LLC | 7,145 | $728.9K | 0.10% | −2,564−26.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,244 | $739.1K | 0.00% | −54−0.7% | Reduced |
| Private Advisor Group, LLC | 7,278 | $742.5K | 0.00% | −189−2.5% | Reduced |
| Vinva Investment Management Ltd | 7,339 | $748.5K | 0.03% | −4,965−40.4% | Reduced |
| Holland Advisory Services, Inc. | 7,364 | $751.3K | 0.98% | +8+0.1% | Added |
| Hyperion Capital Advisors LP | 7,500 | $765.1K | 0.39% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,502 | $765.4K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,513 | $766.5K | 0.05% | +7,513 | New |
| Spears Abacus Advisors LLC | 7,523 | $767.5K | 0.02% | −7−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,536 | $768.8K | 0.02% | +32+0.4% | Added |
| Brookstone Capital Management | 7,551 | $770.4K | 0.01% | +64+0.9% | Added |
| Novem Group | 7,552 | $770.5K | 0.11% | +7,552 | New |
| Allstate Corp | 7,738 | $789.4K | 0.02% | +7,738 | New |
| Golden State Equity Partners | 7,876 | $803.6K | 0.15% | −7,726−49.5% | Reduced |
| GAMMA Investing LLC | 7,906 | $806.6K | 0.07% | +608+8.3% | Added |
| Occidental Asset Management, LLC | 7,934 | $809.4K | 0.13% | −126−1.6% | Reduced |
| Centennial Bank | 8,018 | $818.0K | 0.39% | −161−2.0% | Reduced |
| Portside Wealth Group, LLC | 8,079 | $824.2K | 0.14% | +236+3.0% | Added |