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 |
|---|---|---|---|---|---|
| Bokf, NA | 17,080 | $1.74M | 0.03% | −656−3.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 17,443 | $1.78M | 0.52% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 17,533 | $1.79M | 0.88% | +45+0.3% | Added |
| Inceptionr LLC | 17,562 | $1.79M | 0.40% | +4,929+39.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 17,590 | $1.79M | 0.01% | −7,626−30.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,661 | $1.80M | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 17,811 | $1.82M | 0.17% | +17,811 | New |
| PGGM Investments | 17,910 | $1.83M | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 17,951 | $1.83M | 0.40% | −4,386−19.6% | Reduced |
| Kestra Advisory Services, LLC | 18,029 | $1.84M | 0.01% | +6,003+49.9% | Added |
| Ameriflex Group, Inc. | 17,645 | $1.85M | 0.85% | +17,645 | New |
| GWM Advisors LLC | 18,125 | $1.85M | 0.01% | +2,043+12.7% | Added |
| AE Wealth Management LLC | 18,183 | $1.86M | 0.02% | −1,263−6.5% | Reduced |
| Sciencast Management LP | 18,309 | $1.87M | 0.51% | +18,309 | New |
| Schroder Investment Management Group | 18,596 | $1.90M | 0.00% | +515+2.8% | Added |
| BOK Financial Private Wealth, Inc. | 18,720 | $1.91M | 0.14% | −2,042−9.8% | Reduced |
| Tredje AP-fonden | 18,787 | $1.92M | 0.02% | −18,787−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 18,874 | $1.93M | 0.05% | −190−1.0% | Reduced |
| Prospera Financial Services Inc | 18,936 | $1.93M | 0.04% | +370+2.0% | Added |
| We Are One Seven, LLC | 19,272 | $1.97M | 0.08% | +13,423+229.5% | Added |
| Mogy Joel R Investment Counsel Inc | 19,285 | $1.97M | 0.12% | +14,740+324.3% | Added |
| Nomura Holdings Inc | 19,460 | $1.99M | 0.01% | +6,474+49.9% | Added |
| Ameritas Investment Partners, Inc. | 19,564 | $2.00M | 0.06% | −1,352−6.5% | Reduced |
| CX Institutional | 19,652 | $2.00M | 0.08% | +167+0.9% | Added |
| Keybank National Association | 19,920 | $2.03M | 0.01% | −959−4.6% | Reduced |
| Avanza Fonder AB | 20,079 | $2.05M | 0.06% | +20,079 | New |
| QRG Capital Management, Inc. | 20,190 | $2.06M | 0.02% | +647+3.3% | Added |
| Oregon Public Employees Retirement Fund | 20,379 | $2.08M | 0.04% | +130+0.6% | Added |
| Centiva Capital, LP | 20,396 | $2.08M | 0.08% | −559−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 20,702 | $2.11M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20,811 | $2.12M | 0.01% | +1,986+10.5% | Added |
| Wedge Capital Management L L P | 20,873 | $2.13M | 0.04% | +140+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 20,921 | $2.13M | 0.00% | +583+2.9% | Added |
| Cacti Asset Management LLC | 21,000 | $2.14M | 0.17% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 21,530 | $2.20M | 0.01% | +1,401+7.0% | Added |
| IFP Advisors, Inc | 21,640 | $2.21M | 0.07% | −1,221−5.3% | Reduced |
| Nordea Investment Management AB | 21,746 | $2.22M | 0.00% | +835+4.0% | Added |
| Salem Investment Counselors Inc | 22,000 | $2.24M | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,046 | $2.25M | 0.03% | +1,362+6.6% | Added |
| Mizuho Securities USA LLC | 22,495 | $2.29M | 0.04% | +7,142+46.5% | Added |
| Achmea Investment Management B.V. | 22,647 | $2.31M | 0.04% | −1,099−4.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,747 | $2.32M | 0.00% | −593−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,772 | $2.32M | 0.15% | −1,297−5.4% | Reduced |
| Sabal Trust CO | 22,850 | $2.33M | 0.13% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 22,902 | $2.34M | 0.04% | −27−0.1% | Reduced |
| Bessemer Group Inc | 23,019 | $2.35M | 0.00% | −809−3.4% | Reduced |
| Agf Management Ltd | 23,546 | $2.40M | 0.01% | −6,564−21.8% | Reduced |
| JustInvest LLC | 23,987 | $2.45M | 0.04% | +890+3.9% | Added |
| Harbor Advisors LLC | 24,000 | $2.45M | 0.38% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24,180 | $2.47M | 0.00% | +1,601+7.1% | Added |
| Elo Mutual Pension Insurance Co | 24,194 | $2.47M | 0.05% | +2,657+12.3% | Added |
| Ethic Inc. | 24,427 | $2.49M | 0.05% | +5,079+26.3% | Added |
| Access Investment Management LLC | 25,000 | $2.55M | 0.74% | 00.0% | Unchanged |
| Stephens Inc | 25,087 | $2.56M | 0.04% | −597−2.3% | Reduced |
| Mizuho Markets Americas LLC | 25,610 | $2.61M | 0.05% | −34,721−57.6% | Reduced |
| UniSuper Management Pty Ltd | 25,637 | $2.62M | 0.02% | +4,759+22.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,720 | $2.62M | 0.03% | +666+2.7% | Added |
| Janus Henderson Group PLC | 25,739 | $2.63M | 0.00% | +544+2.2% | Added |
| Blair William & Co | 25,820 | $2.63M | 0.01% | +18,933+274.9% | Added |
| Engineers Gate Manager LP | 25,980 | $2.65M | 0.05% | +11,903+84.6% | Added |
| Insight Wealth Strategies, LLC | 26,223 | $2.68M | 0.36% | −776−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 26,351 | $2.69M | 0.03% | −1,053−3.8% | Reduced |
| MML Investors Services, LLC | 26,719 | $2.73M | 0.01% | −1,991−6.9% | Reduced |
| Sone Capital Management, LLC | 26,829 | $2.74M | 0.35% | +26,829 | New |
| State of Alaska, Department of Revenue | 27,058 | $2.76M | 0.03% | −450−1.6% | Reduced |
| Ironwood Investment Counsel, LLC | 27,363 | $2.79M | 0.48% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 28,093 | $2.87M | 0.26% | +260+0.9% | Added |
| Wealthcare Advisory Partners LLC | 28,343 | $2.89M | 0.08% | −112−0.4% | Reduced |
| TAP Consulting, LLC | 28,681 | $2.93M | 0.60% | +4,380+18.0% | Added |
| Covey Capital Advisors, LLC | 28,993 | $2.96M | 3.36% | −2,605−8.2% | Reduced |
| Natixis | 29,024 | $2.96M | 0.02% | +26,766+1,185.4% | Added |
| Moran Wealth Management, LLC | 29,083 | $2.97M | 0.09% | +1,607+5.8% | Added |
| Capital Fund Management S.A. | 29,305 | $2.99M | 0.03% | +29,305 | New |
| CHB Investment Group, LLC | 29,373 | $3.00M | 1.63% | −381−1.3% | Reduced |
| Panagora Asset Management Inc | 29,709 | $3.03M | 0.01% | +4,226+16.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 29,746 | $3.03M | 0.61% | +9,467+46.7% | Added |
| Peak Financial Advisors LLC | 29,771 | $3.04M | 1.58% | +29,771 | New |
| D.A. Davidson & Co. | 29,841 | $3.04M | 0.02% | +361+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,631 | $3.05M | 0.01% | +7,835+35.9% | Added |
| Ambassador Advisors, LLC | 30,022 | $3.06M | 0.52% | +1,634+5.8% | Added |
| US Bancorp | 30,117 | $3.07M | 0.00% | −2,123−6.6% | Reduced |
| Crawford Investment Counsel Inc | 30,619 | $3.12M | 0.06% | −501−1.6% | Reduced |
| Coldstream Capital Management Inc | 30,805 | $3.14M | 0.07% | +859+2.9% | Added |
| Nissay Asset Management Corp | 30,720 | $3.16M | 0.02% | +144+0.5% | Added |
| STRS Ohio | 31,218 | $3.18M | 0.01% | +31,218 | New |
| Jackson Wealth Management, LLC | 31,235 | $3.19M | 0.36% | +1,059+3.5% | Added |
| RSM US Wealth Management LLC | 31,339 | $3.20M | 0.05% | +757+2.5% | Added |
| Edgestream Partners, L.P. | 31,667 | $3.23M | 0.14% | +10,017+46.3% | Added |
| Daiwa Securities Group Inc. | 31,719 | $3.24M | 0.01% | +2,325+7.9% | Added |
| New York Life Investment Management LLC | 31,937 | $3.26M | 0.03% | +322+1.0% | Added |
| AXA S.A. | 32,516 | $3.32M | 0.01% | −57,159−63.7% | Reduced |
| First National Advisers, LLC | 32,546 | $3.32M | 0.54% | −3,385−9.4% | Reduced |
| Atria Investments LLC | 32,819 | $3.35M | 0.04% | −2,221−6.3% | Reduced |
| Otter Creek Advisors, LLC | 32,995 | $3.37M | 2.32% | −6,218−15.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,376 | $3.41M | 0.02% | −911−2.7% | Reduced |
| Pacer Advisors, Inc. | 34,126 | $3.48M | 0.01% | −20,693−37.7% | Reduced |
| Dorsey Wright & Associates | 34,135 | $3.48M | 0.83% | +1,259+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 34,197 | $3.49M | 0.00% | +27,297+395.6% | Added |
| Threadgill Financial, LLC | 34,402 | $3.51M | 1.87% | +957+2.9% | Added |
| Brendel Financial Advisors LLC | 34,564 | $3.53M | 2.13% | −1,494−4.1% | Reduced |