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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 13,000 | $1.33M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,800 | $1.31M | 0.02% | −500−3.8% | Reduced |
| Cathy Pareto & Associates, Inc | 12,761 | $1.30M | 1.20% | +12,761 | New |
| Maryland State Retirement & Pension System | 12,751 | $1.30M | 0.03% | −920−6.7% | Reduced |
| Securian Asset Management, Inc | 12,666 | $1.29M | 0.04% | −365−2.8% | Reduced |
| Fiducient Advisors LLC | 12,436 | $1.27M | 0.16% | +12,436 | New |
| Parr McKnight Wealth Management Group, LLC | 12,271 | $1.25M | 0.18% | +12,271 | New |
| SG Americas Securities, LLC | 12,233 | $1.25M | 0.01% | −33,047−73.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,208 | $1.25M | 0.08% | 00.0% | Unchanged |
| Gibbs Wealth Management | 12,090 | $1.23M | 0.33% | +2,240+22.7% | Added |
| Cross Staff Investments Inc | 12,000 | $1.22M | 0.92% | 00.0% | Unchanged |
| Axq Capital, LP | 11,992 | $1.22M | 0.55% | +11,992 | New |
| Jump Financial, LLC | 11,843 | $1.21M | 0.03% | −8,071−40.5% | Reduced |
| Walleye Capital LLC | 11,701 | $1.19M | 0.01% | −3,817−24.6% | Reduced |
| Equitable Trust Co | 11,695 | $1.19M | 0.07% | +190+1.7% | Added |
| Marshall Financial Group LLC | 11,677 | $1.19M | 0.29% | +316+2.8% | Added |
| Wedbush Securities Inc | 11,679 | $1.19M | 0.04% | −264−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 11,670 | $1.19M | 0.03% | +1,770+17.9% | Added |
| Compass Ion Advisors, LLC | 11,662 | $1.19M | 0.14% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 11,650 | $1.19M | 0.02% | +11,650 | New |
| CWM Advisors, LLC | 11,646 | $1.19M | 0.13% | −695−5.6% | Reduced |
| Norden Group LLC | 11,401 | $1.16M | 0.13% | +172+1.5% | Added |
| Simon Quick Advisors, LLC | 11,347 | $1.16M | 0.07% | −263−2.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,330 | $1.16M | 0.67% | −2,230−16.4% | Reduced |
| New Mexico Educational Retirement Board | 11,300 | $1.15M | 0.04% | −300−2.6% | Reduced |
| CIBC World Markets Inc. | 11,211 | $1.14M | 0.00% | +1,675+17.6% | Added |
| NEOS Investment Management LLC | 11,183 | $1.14M | 0.03% | +2,483+28.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,134 | $1.14M | 0.00% | −5,525−33.2% | Reduced |
| Virtus ETF Advisers LLC | 11,134 | $1.14M | 0.46% | +2,206+24.7% | Added |
| Davidson Kahn Capital Management, LLC | 11,076 | $1.13M | 1.05% | +11,076 | New |
| Ostrum Asset Management | 11,009 | $1.12M | 0.10% | −453−4.0% | Reduced |
| Proficio Capital Partners LLC | 10,869 | $1.11M | 0.09% | +1,174+12.1% | Added |
| Chaney Capital Management, Inc. | 10,864 | $1.11M | 0.52% | 00.0% | Unchanged |
| ING Groep NV | 10,727 | $1.09M | 0.01% | −1,206−10.1% | Reduced |
| Swiss Life Asset Management Ltd | 10,726 | $1.09M | 0.01% | +5,586+108.7% | Added |
| Colony Group, LLC | 10,602 | $1.08M | 0.00% | +6,090+135.0% | Added |
| Greenfield Seitz Capital Management, LLC | 10,600 | $1.08M | 0.41% | −500−4.5% | Reduced |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.07M | 0.85% | 00.0% | Unchanged |
| JSF Financial, LLC | 10,526 | $1.07M | 0.29% | +398+3.9% | Added |
| Integrated Wealth Concepts LLC | 10,522 | $1.07M | 0.01% | +1,125+12.0% | Added |
| Twin Capital Management Inc | 10,507 | $1.07M | 0.12% | −6,991−40.0% | Reduced |
| Nutshell Asset Management Ltd | 10,500 | $1.07M | 0.68% | +10,500 | New |
| Wealthfront Advisers LLC | 10,437 | $1.06M | 0.00% | +1,700+19.5% | Added |
| Invst, LLC | 10,374 | $1.06M | 0.13% | +396+4.0% | Added |
| Monte Financial Group, LLC | 10,258 | $1.05M | 0.45% | +2,142+26.4% | Added |
| Callan Family Office, LLC | 10,249 | $1.05M | 0.07% | +4,137+67.7% | Added |
| Liontrust Investment Partners LLP | 10,166 | $1.04M | 0.02% | −964,701−99.0% | Reduced |
| Brighton Jones LLC | 10,090 | $1.03M | 0.03% | −521−4.9% | Reduced |
| GAM Holding AG | 10,029 | $1.02M | 0.08% | +10,029 | New |
| Norinchukin Bank, The | 9,966 | $1.02M | 0.02% | +580+6.2% | Added |
| Manchester Capital Management LLC | 9,749 | $994.6K | 0.12% | +341+3.6% | Added |
| Glenview Trust Co | 9,749 | $994.6K | 0.02% | +701+7.7% | Added |
| Harmony Asset Management LLC | 9,739 | $993.6K | 0.39% | 00.0% | Unchanged |
| Commerce Bank | 9,521 | $971.3K | 0.01% | −366−3.7% | Reduced |
| M&T Bank Corp | 9,370 | $955.9K | 0.00% | +973+11.6% | Added |
| EP Wealth Advisors, LLC | 9,366 | $955.5K | 0.01% | −3,112−24.9% | Reduced |
| Gilbert & Cook, Inc. | 9,359 | $954.8K | 0.13% | −507−5.1% | Reduced |
| Resonant Capital Advisors, LLC | 9,336 | $952.5K | 0.07% | +51+0.5% | Added |
| Principal Securities, Inc. | 9,218 | $940.4K | 0.02% | +55+0.6% | Added |
| Atlas Legacy Advisors, LLC | 9,207 | $939.3K | 0.23% | +9,207 | New |
| Concurrent Investment Advisors, LLC | 9,199 | $938.5K | 0.03% | +5,440+144.7% | Added |
| Mercer Global Advisors Inc | 9,185 | $937.0K | 0.00% | −8,064−46.8% | Reduced |
| Sound Financial Strategies Group, LLC | 9,032 | $921.4K | 0.77% | +718+8.6% | Added |
| Park Avenue Securities LLC | 8,922 | $910.0K | 0.01% | +252+2.9% | Added |
| Pictet & Cie (Europe) SA | 8,890 | $907.0K | 0.02% | +8,890 | New |
| Sequoia Financial Advisors, LLC | 8,886 | $906.5K | 0.01% | +2,000+29.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,854 | $903.3K | 0.06% | +8,854 | New |
| Integrated Investment Consultants, LLC | 8,769 | $894.6K | 0.18% | +610+7.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,600 | $877.4K | 0.00% | +8,600 | New |
| CoreCap Advisors, LLC | 8,594 | $876.8K | 0.04% | +646+8.1% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,412 | $858.2K | 0.51% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 8,399 | $856.9K | 0.07% | −16−0.2% | Reduced |
| Qtron Investments LLC | 8,398 | $856.8K | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,299 | $846.7K | 0.04% | +2,304+38.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,164 | $833.0K | 0.01% | −774−8.7% | Reduced |
| Portside Wealth Group, LLC | 8,079 | $824.2K | 0.14% | +236+3.0% | Added |
| Centennial Bank | 8,018 | $818.0K | 0.39% | −161−2.0% | Reduced |
| Occidental Asset Management, LLC | 7,934 | $809.4K | 0.13% | −126−1.6% | Reduced |
| GAMMA Investing LLC | 7,906 | $806.6K | 0.07% | +608+8.3% | Added |
| Golden State Equity Partners | 7,876 | $803.6K | 0.15% | −7,726−49.5% | Reduced |
| Allstate Corp | 7,738 | $789.4K | 0.02% | +7,738 | New |
| Novem Group | 7,552 | $770.5K | 0.11% | +7,552 | New |
| Brookstone Capital Management | 7,551 | $770.4K | 0.01% | +64+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,536 | $768.8K | 0.02% | +32+0.4% | Added |
| Spears Abacus Advisors LLC | 7,523 | $767.5K | 0.02% | −7−0.1% | Reduced |
| Geller Advisors LLC | 7,513 | $766.5K | 0.05% | +7,513 | New |
| Tokio Marine Asset Management Co Ltd | 7,502 | $765.4K | 0.03% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 7,500 | $765.1K | 0.39% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,364 | $751.3K | 0.98% | +8+0.1% | Added |
| Vinva Investment Management Ltd | 7,339 | $748.5K | 0.03% | −4,965−40.4% | Reduced |
| Private Advisor Group, LLC | 7,278 | $742.5K | 0.00% | −189−2.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,244 | $739.1K | 0.00% | −54−0.7% | Reduced |
| Claro Advisors LLC | 7,145 | $728.9K | 0.10% | −2,564−26.4% | Reduced |
| Hanlon Investment Management, Inc. | 7,083 | $722.6K | 0.20% | −415−5.5% | Reduced |
| Ossiam | 7,068 | $721.1K | 0.01% | −250,431−97.3% | Reduced |
| Summit Financial, LLC | 7,025 | $716.7K | 0.03% | +168+2.5% | Added |
| SevenBridge Financial Group, LLC | 6,506 | $707.5K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,804 | $694.1K | 0.03% | −16−0.2% | Reduced |
| Global Retirement Partners, LLC | 6,782 | $691.9K | 0.02% | −10,005−59.6% | Reduced |
| Financial Enhancement Group LLC | 6,728 | $690.0K | 0.11% | −82−1.2% | Reduced |