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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 8,164 | $833.0K | 0.01% | −774−8.7% | Reduced |
| Atomi Financial Group, Inc. | 8,299 | $846.7K | 0.04% | +2,304+38.4% | Added |
| Qtron Investments LLC | 8,398 | $856.8K | 0.12% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 8,399 | $856.9K | 0.07% | −16−0.2% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,412 | $858.2K | 0.51% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,594 | $876.8K | 0.04% | +646+8.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,600 | $877.4K | 0.00% | +8,600 | New |
| Integrated Investment Consultants, LLC | 8,769 | $894.6K | 0.18% | +610+7.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,854 | $903.3K | 0.06% | +8,854 | New |
| Sequoia Financial Advisors, LLC | 8,886 | $906.5K | 0.01% | +2,000+29.0% | Added |
| Pictet & Cie (Europe) SA | 8,890 | $907.0K | 0.02% | +8,890 | New |
| Park Avenue Securities LLC | 8,922 | $910.0K | 0.01% | +252+2.9% | Added |
| Sound Financial Strategies Group, LLC | 9,032 | $921.4K | 0.77% | +718+8.6% | Added |
| Mercer Global Advisors Inc | 9,185 | $937.0K | 0.00% | −8,064−46.8% | Reduced |
| Concurrent Investment Advisors, LLC | 9,199 | $938.5K | 0.03% | +5,440+144.7% | Added |
| Atlas Legacy Advisors, LLC | 9,207 | $939.3K | 0.23% | +9,207 | New |
| Principal Securities, Inc. | 9,218 | $940.4K | 0.02% | +55+0.6% | Added |
| Resonant Capital Advisors, LLC | 9,336 | $952.5K | 0.07% | +51+0.5% | Added |
| Gilbert & Cook, Inc. | 9,359 | $954.8K | 0.13% | −507−5.1% | Reduced |
| EP Wealth Advisors, LLC | 9,366 | $955.5K | 0.01% | −3,112−24.9% | Reduced |
| M&T Bank Corp | 9,370 | $955.9K | 0.00% | +973+11.6% | Added |
| Commerce Bank | 9,521 | $971.3K | 0.01% | −366−3.7% | Reduced |
| Harmony Asset Management LLC | 9,739 | $993.6K | 0.39% | 00.0% | Unchanged |
| Glenview Trust Co | 9,749 | $994.6K | 0.02% | +701+7.7% | Added |
| Manchester Capital Management LLC | 9,749 | $994.6K | 0.12% | +341+3.6% | Added |
| Norinchukin Bank, The | 9,966 | $1.02M | 0.02% | +580+6.2% | Added |
| GAM Holding AG | 10,029 | $1.02M | 0.08% | +10,029 | New |
| Brighton Jones LLC | 10,090 | $1.03M | 0.03% | −521−4.9% | Reduced |
| Liontrust Investment Partners LLP | 10,166 | $1.04M | 0.02% | −964,701−99.0% | Reduced |
| Callan Family Office, LLC | 10,249 | $1.05M | 0.07% | +4,137+67.7% | Added |
| Monte Financial Group, LLC | 10,258 | $1.05M | 0.45% | +2,142+26.4% | Added |
| Invst, LLC | 10,374 | $1.06M | 0.13% | +396+4.0% | Added |
| Wealthfront Advisers LLC | 10,437 | $1.06M | 0.00% | +1,700+19.5% | Added |
| Nutshell Asset Management Ltd | 10,500 | $1.07M | 0.68% | +10,500 | New |
| Twin Capital Management Inc | 10,507 | $1.07M | 0.12% | −6,991−40.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,522 | $1.07M | 0.01% | +1,125+12.0% | Added |
| JSF Financial, LLC | 10,526 | $1.07M | 0.29% | +398+3.9% | Added |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.07M | 0.85% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 10,600 | $1.08M | 0.41% | −500−4.5% | Reduced |
| Colony Group, LLC | 10,602 | $1.08M | 0.00% | +6,090+135.0% | Added |
| Swiss Life Asset Management Ltd | 10,726 | $1.09M | 0.01% | +5,586+108.7% | Added |
| ING Groep NV | 10,727 | $1.09M | 0.01% | −1,206−10.1% | Reduced |
| Chaney Capital Management, Inc. | 10,864 | $1.11M | 0.52% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,869 | $1.11M | 0.09% | +1,174+12.1% | Added |
| Ostrum Asset Management | 11,009 | $1.12M | 0.10% | −453−4.0% | Reduced |
| Davidson Kahn Capital Management, LLC | 11,076 | $1.13M | 1.05% | +11,076 | New |
| Virtus ETF Advisers LLC | 11,134 | $1.14M | 0.46% | +2,206+24.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,134 | $1.14M | 0.00% | −5,525−33.2% | Reduced |
| NEOS Investment Management LLC | 11,183 | $1.14M | 0.03% | +2,483+28.5% | Added |
| CIBC World Markets Inc. | 11,211 | $1.14M | 0.00% | +1,675+17.6% | Added |
| New Mexico Educational Retirement Board | 11,300 | $1.15M | 0.04% | −300−2.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,330 | $1.16M | 0.67% | −2,230−16.4% | Reduced |
| Simon Quick Advisors, LLC | 11,347 | $1.16M | 0.07% | −263−2.3% | Reduced |
| Norden Group LLC | 11,401 | $1.16M | 0.13% | +172+1.5% | Added |
| CWM Advisors, LLC | 11,646 | $1.19M | 0.13% | −695−5.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 11,650 | $1.19M | 0.02% | +11,650 | New |
| Compass Ion Advisors, LLC | 11,662 | $1.19M | 0.14% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,670 | $1.19M | 0.03% | +1,770+17.9% | Added |
| Wedbush Securities Inc | 11,679 | $1.19M | 0.04% | −264−2.2% | Reduced |
| Marshall Financial Group LLC | 11,677 | $1.19M | 0.29% | +316+2.8% | Added |
| Equitable Trust Co | 11,695 | $1.19M | 0.07% | +190+1.7% | Added |
| Walleye Capital LLC | 11,701 | $1.19M | 0.01% | −3,817−24.6% | Reduced |
| Jump Financial, LLC | 11,843 | $1.21M | 0.03% | −8,071−40.5% | Reduced |
| Axq Capital, LP | 11,992 | $1.22M | 0.55% | +11,992 | New |
| Cross Staff Investments Inc | 12,000 | $1.22M | 0.92% | 00.0% | Unchanged |
| Gibbs Wealth Management | 12,090 | $1.23M | 0.33% | +2,240+22.7% | Added |
| Cyndeo Wealth Partners, LLC | 12,208 | $1.25M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,233 | $1.25M | 0.01% | −33,047−73.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 12,271 | $1.25M | 0.18% | +12,271 | New |
| Fiducient Advisors LLC | 12,436 | $1.27M | 0.16% | +12,436 | New |
| Securian Asset Management, Inc | 12,666 | $1.29M | 0.04% | −365−2.8% | Reduced |
| Maryland State Retirement & Pension System | 12,751 | $1.30M | 0.03% | −920−6.7% | Reduced |
| Cathy Pareto & Associates, Inc | 12,761 | $1.30M | 1.20% | +12,761 | New |
| Louisiana State Employees Retirement System | 12,800 | $1.31M | 0.02% | −500−3.8% | Reduced |
| Cullinan Associates Inc | 13,000 | $1.33M | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 11,969 | $1.33M | 0.11% | +628+5.5% | Added |
| Hunter Associates Investment Management LLC | 13,355 | $1.36M | 0.21% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 13,596 | $1.39M | 0.11% | +1,905+16.3% | Added |
| Aster Capital Management (DIFC) Ltd | 13,728 | $1.40M | 0.53% | +13,728 | New |
| Nicholson Wealth Management Group, LLC | 14,259 | $1.45M | 0.97% | +3,498+32.5% | Added |
| Everence Capital Management Inc | 14,270 | $1.46M | 0.09% | −770−5.1% | Reduced |
| Cim, LLC | 14,436 | $1.47M | 0.21% | +159+1.1% | Added |
| Mount Lucas Management LP | 14,863 | $1.52M | 0.53% | −766−4.9% | Reduced |
| Hartford Investment Management Co | 14,911 | $1.52M | 0.05% | −288−1.9% | Reduced |
| Roundview Capital LLC | 14,938 | $1.52M | 0.11% | −40.0% | Reduced |
| Fiduciary Trust Co | 15,250 | $1.56M | 0.02% | +1,114+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,252 | $1.56M | 0.01% | −7,401−32.7% | Reduced |
| Greenleaf Trust | 15,475 | $1.58M | 0.01% | +139+0.9% | Added |
| Metis Global Partners, LLC | 15,662 | $1.60M | 0.05% | +598+4.0% | Added |
| SlateStone Wealth, LLC | 15,750 | $1.61M | 0.16% | +350+2.3% | Added |
| Prudential PLC | 15,929 | $1.63M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 16,000 | $1.63M | 0.01% | −31−0.2% | Reduced |
| Suncoast Equity Management | 16,010 | $1.63M | 0.18% | +1,655+11.5% | Added |
| Sepio Capital, LP | 16,144 | $1.65M | 0.13% | −503−3.0% | Reduced |
| Kentucky Retirement Systems | 16,270 | $1.66M | 0.05% | −224−1.4% | Reduced |
| Benchmark Investment Advisors LLC | 16,541 | $1.69M | 1.10% | +10,111+157.2% | Added |
| Savant Capital, LLC | 16,565 | $1.69M | 0.01% | −1,233−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 16,670 | $1.70M | 0.03% | +9,086+119.8% | Added |
| Evermay Wealth Management LLC | 16,980 | $1.73M | 0.26% | 00.0% | Unchanged |
| Zacks Investment Management | 16,997 | $1.73M | 0.02% | +3,780+28.6% | Added |