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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 29,709 | $3.03M | 0.01% | +4,226+16.6% | Added |
| CHB Investment Group, LLC | 29,373 | $3.00M | 1.63% | −381−1.3% | Reduced |
| Capital Fund Management S.A. | 29,305 | $2.99M | 0.03% | +29,305 | New |
| Moran Wealth Management, LLC | 29,083 | $2.97M | 0.09% | +1,607+5.8% | Added |
| Natixis | 29,024 | $2.96M | 0.02% | +26,766+1,185.4% | Added |
| Covey Capital Advisors, LLC | 28,993 | $2.96M | 3.36% | −2,605−8.2% | Reduced |
| TAP Consulting, LLC | 28,681 | $2.93M | 0.60% | +4,380+18.0% | Added |
| Wealthcare Advisory Partners LLC | 28,343 | $2.89M | 0.08% | −112−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,093 | $2.87M | 0.26% | +260+0.9% | Added |
| Ironwood Investment Counsel, LLC | 27,363 | $2.79M | 0.48% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 27,058 | $2.76M | 0.03% | −450−1.6% | Reduced |
| Sone Capital Management, LLC | 26,829 | $2.74M | 0.35% | +26,829 | New |
| MML Investors Services, LLC | 26,719 | $2.73M | 0.01% | −1,991−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 26,351 | $2.69M | 0.03% | −1,053−3.8% | Reduced |
| Insight Wealth Strategies, LLC | 26,223 | $2.68M | 0.36% | −776−2.9% | Reduced |
| Engineers Gate Manager LP | 25,980 | $2.65M | 0.05% | +11,903+84.6% | Added |
| Blair William & Co | 25,820 | $2.63M | 0.01% | +18,933+274.9% | Added |
| Janus Henderson Group PLC | 25,739 | $2.63M | 0.00% | +544+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,720 | $2.62M | 0.03% | +666+2.7% | Added |
| UniSuper Management Pty Ltd | 25,637 | $2.62M | 0.02% | +4,759+22.8% | Added |
| Mizuho Markets Americas LLC | 25,610 | $2.61M | 0.05% | −34,721−57.6% | Reduced |
| Stephens Inc | 25,087 | $2.56M | 0.04% | −597−2.3% | Reduced |
| Access Investment Management LLC | 25,000 | $2.55M | 0.74% | 00.0% | Unchanged |
| Ethic Inc. | 24,427 | $2.49M | 0.05% | +5,079+26.3% | Added |
| Elo Mutual Pension Insurance Co | 24,194 | $2.47M | 0.05% | +2,657+12.3% | Added |
| AQR Capital Management LLC | 24,180 | $2.47M | 0.00% | +1,601+7.1% | Added |
| Harbor Advisors LLC | 24,000 | $2.45M | 0.38% | 00.0% | Unchanged |
| JustInvest LLC | 23,987 | $2.45M | 0.04% | +890+3.9% | Added |
| Agf Management Ltd | 23,546 | $2.40M | 0.01% | −6,564−21.8% | Reduced |
| Bessemer Group Inc | 23,019 | $2.35M | 0.00% | −809−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 22,902 | $2.34M | 0.04% | −27−0.1% | Reduced |
| Sabal Trust CO | 22,850 | $2.33M | 0.13% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 22,772 | $2.32M | 0.15% | −1,297−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,747 | $2.32M | 0.00% | −593−2.5% | Reduced |
| Achmea Investment Management B.V. | 22,647 | $2.31M | 0.04% | −1,099−4.6% | Reduced |
| Mizuho Securities USA LLC | 22,495 | $2.29M | 0.04% | +7,142+46.5% | Added |
| Empowered Funds, LLC | 22,046 | $2.25M | 0.03% | +1,362+6.6% | Added |
| Salem Investment Counselors Inc | 22,000 | $2.24M | 0.07% | 00.0% | Unchanged |
| Nordea Investment Management AB | 21,746 | $2.22M | 0.00% | +835+4.0% | Added |
| IFP Advisors, Inc | 21,640 | $2.21M | 0.07% | −1,221−5.3% | Reduced |
| Pathstone Holdings, LLC | 21,530 | $2.20M | 0.01% | +1,401+7.0% | Added |
| Cacti Asset Management LLC | 21,000 | $2.14M | 0.17% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,921 | $2.13M | 0.00% | +583+2.9% | Added |
| Wedge Capital Management L L P | 20,873 | $2.13M | 0.04% | +140+0.7% | Added |
| Rockefeller Capital Management L.P. | 20,811 | $2.12M | 0.01% | +1,986+10.5% | Added |
| Illinois Municipal Retirement Fund | 20,702 | $2.11M | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,396 | $2.08M | 0.08% | −559−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 20,379 | $2.08M | 0.04% | +130+0.6% | Added |
| QRG Capital Management, Inc. | 20,190 | $2.06M | 0.02% | +647+3.3% | Added |
| Avanza Fonder AB | 20,079 | $2.05M | 0.06% | +20,079 | New |
| Keybank National Association | 19,920 | $2.03M | 0.01% | −959−4.6% | Reduced |
| CX Institutional | 19,652 | $2.00M | 0.08% | +167+0.9% | Added |
| Ameritas Investment Partners, Inc. | 19,564 | $2.00M | 0.06% | −1,352−6.5% | Reduced |
| Nomura Holdings Inc | 19,460 | $1.99M | 0.01% | +6,474+49.9% | Added |
| Mogy Joel R Investment Counsel Inc | 19,285 | $1.97M | 0.12% | +14,740+324.3% | Added |
| We Are One Seven, LLC | 19,272 | $1.97M | 0.08% | +13,423+229.5% | Added |
| Prospera Financial Services Inc | 18,936 | $1.93M | 0.04% | +370+2.0% | Added |
| Gulf International Bank (UK) Ltd | 18,874 | $1.93M | 0.05% | −190−1.0% | Reduced |
| Tredje AP-fonden | 18,787 | $1.92M | 0.02% | −18,787−50.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,720 | $1.91M | 0.14% | −2,042−9.8% | Reduced |
| Schroder Investment Management Group | 18,596 | $1.90M | 0.00% | +515+2.8% | Added |
| Sciencast Management LP | 18,309 | $1.87M | 0.51% | +18,309 | New |
| AE Wealth Management LLC | 18,183 | $1.86M | 0.02% | −1,263−6.5% | Reduced |
| GWM Advisors LLC | 18,125 | $1.85M | 0.01% | +2,043+12.7% | Added |
| Ameriflex Group, Inc. | 17,645 | $1.85M | 0.85% | +17,645 | New |
| Kestra Advisory Services, LLC | 18,029 | $1.84M | 0.01% | +6,003+49.9% | Added |
| Kesler, Norman & Wride, LLC | 17,951 | $1.83M | 0.40% | −4,386−19.6% | Reduced |
| PGGM Investments | 17,910 | $1.83M | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 17,811 | $1.82M | 0.17% | +17,811 | New |
| Teachers Retirement System of the State of Kentucky | 17,661 | $1.80M | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 17,590 | $1.79M | 0.01% | −7,626−30.2% | Reduced |
| Inceptionr LLC | 17,562 | $1.79M | 0.40% | +4,929+39.0% | Added |
| Trueblood Wealth Management, LLC | 17,533 | $1.79M | 0.88% | +45+0.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 17,443 | $1.78M | 0.52% | 00.0% | Unchanged |
| Bokf, NA | 17,080 | $1.74M | 0.03% | −656−3.7% | Reduced |
| Zacks Investment Management | 16,997 | $1.73M | 0.02% | +3,780+28.6% | Added |
| Evermay Wealth Management LLC | 16,980 | $1.73M | 0.26% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,670 | $1.70M | 0.03% | +9,086+119.8% | Added |
| Savant Capital, LLC | 16,565 | $1.69M | 0.01% | −1,233−6.9% | Reduced |
| Benchmark Investment Advisors LLC | 16,541 | $1.69M | 1.10% | +10,111+157.2% | Added |
| Kentucky Retirement Systems | 16,270 | $1.66M | 0.05% | −224−1.4% | Reduced |
| Sepio Capital, LP | 16,144 | $1.65M | 0.13% | −503−3.0% | Reduced |
| Suncoast Equity Management | 16,010 | $1.63M | 0.18% | +1,655+11.5% | Added |
| Glenmede Trust Co NA | 16,000 | $1.63M | 0.01% | −31−0.2% | Reduced |
| Prudential PLC | 15,929 | $1.63M | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 15,750 | $1.61M | 0.16% | +350+2.3% | Added |
| Metis Global Partners, LLC | 15,662 | $1.60M | 0.05% | +598+4.0% | Added |
| Greenleaf Trust | 15,475 | $1.58M | 0.01% | +139+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,252 | $1.56M | 0.01% | −7,401−32.7% | Reduced |
| Fiduciary Trust Co | 15,250 | $1.56M | 0.02% | +1,114+7.9% | Added |
| Roundview Capital LLC | 14,938 | $1.52M | 0.11% | −40.0% | Reduced |
| Hartford Investment Management Co | 14,911 | $1.52M | 0.05% | −288−1.9% | Reduced |
| Mount Lucas Management LP | 14,863 | $1.52M | 0.53% | −766−4.9% | Reduced |
| Cim, LLC | 14,436 | $1.47M | 0.21% | +159+1.1% | Added |
| Everence Capital Management Inc | 14,270 | $1.46M | 0.09% | −770−5.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 14,259 | $1.45M | 0.97% | +3,498+32.5% | Added |
| Aster Capital Management (DIFC) Ltd | 13,728 | $1.40M | 0.53% | +13,728 | New |
| Tributary Capital Management, LLC | 13,596 | $1.39M | 0.11% | +1,905+16.3% | Added |
| Hunter Associates Investment Management LLC | 13,355 | $1.36M | 0.21% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 11,969 | $1.33M | 0.11% | +628+5.5% | Added |