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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.

Institutional holdersQ4 2024: 875 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ4 2024: $21.9B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2024.

Institutions holding BRO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Investment Management Corp of Ontario0$00.00%−7,980−100.0%Sold out
Paloma Partners Management Co0$00.00%−7,956−100.0%Sold out
Retireful, LLC0$00.00%−7,856−100.0%Sold out
Veriti Management LLC0$00.00%−7,781−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−7,010−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−6,978−100.0%Sold out
Quest Partners LLC0$00.00%−6,641−100.0%Sold out
Aigen Investment Management, LP0$00.00%−5,288−100.0%Sold out
Oak Thistle LLC0$00.00%−5,054−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−4,558−100.0%Sold out
XTX Topco Ltd0$00.00%−4,509−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−8,571−100.0%Sold out
Quilter Plc0$00.00%−4,088−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−3,908−100.0%Sold out
Quadrature Capital Ltd0$00.00%−3,717−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−3,639−100.0%Sold out
Machina Capital S.A.S.0$00.00%−3,542−100.0%Sold out
MBB Public Markets I LLC0$00.00%−3,240−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−3,042−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−2,653−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−2,283−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,130−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,106−100.0%Sold out
Schrum Private Wealth Management LLC0$00.00%−2,064−100.0%Sold out
Hutchens & Kramer Investment Management Group, LLC0$00.00%−1,954−100.0%Sold out
AlphaCore Capital LLC0$00.00%−1,940−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−1,277−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−428−100.0%Sold out
DSM Capital Partners LLC0$00.00%−299−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−280−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−123−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−70−100.0%Sold out
Reston Wealth Management LLC0$00.00%−25−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−15−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−5−100.0%Sold out
HM Payson & Co0$00.00%−2−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Vancity Investment Management Ltd––––Not filed
Scout Investments, Inc.––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
First Trust Investment Solutions L.P.––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
GYL Financial Synergies, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed