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 |
|---|---|---|---|---|---|
| Talon Private Wealth, LLC | 6,735 | $687.1K | 0.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,680 | $681.5K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,548 | $667.8K | 0.00% | +1,576+31.7% | Added |
| Kestra Private Wealth Services, LLC | 6,483 | $661.4K | 0.01% | +406+6.7% | Added |
| AssuredPartners Investment Advisors, LLC | 6,452 | $658.2K | 0.13% | +6,452 | New |
| Trust Point Inc. | 6,451 | $658.1K | 0.05% | +3,932+156.1% | Added |
| Bullock Wealth Management Group | 6,422 | $655.2K | 0.38% | −531−7.6% | Reduced |
| Venturi Wealth Management, LLC | 6,395 | $652.4K | 0.03% | −178−2.7% | Reduced |
| Studio Investment Management LLC | 6,368 | $649.7K | 0.14% | −145−2.2% | Reduced |
| Fifth Third Bancorp | 6,357 | $648.5K | 0.00% | −416−6.1% | Reduced |
| Xcel Wealth Management, LLC | 6,284 | $641.1K | 0.18% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,234 | $636.0K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,216 | $634.2K | 0.01% | +59+1.0% | Added |
| Baker Tilly Wealth Management, LLC | 6,208 | $633.4K | 0.25% | +41+0.7% | Added |
| HB Wealth Management, LLC | 6,152 | $627.6K | 0.01% | +961+18.5% | Added |
| CWM, LLC | 6,115 | $624.0K | 0.00% | −10−0.2% | Reduced |
| ORG Wealth Partners, LLC | 6,099 | $622.3K | 0.19% | −404−6.2% | Reduced |
| Gsa Capital Partners LLP | 6,059 | $618.0K | 0.05% | +6,059 | New |
| Geneva Partners, LLC | 6,035 | $615.7K | 0.25% | +1,120+22.8% | Added |
| Plato Investment Management Ltd | 5,971 | $611.4K | 0.04% | −981−14.1% | Reduced |
| Adviser Investments LLC | 5,973 | $609.4K | 0.01% | +5,973 | New |
| Legacy Capital Wealth Partners, LLC | 5,963 | $608.3K | 0.15% | −365−5.8% | Reduced |
| Strategy Asset Managers LLC | 5,902 | $602.1K | 0.12% | +81+1.4% | Added |
| Capstone Investment Advisors, LLC | 5,877 | $599.6K | 0.01% | −9,329−61.4% | Reduced |
| Numerai GP LLC | 5,723 | $583.9K | 0.16% | +5,723 | New |
| Headlands Technologies LLC | 5,706 | $582.1K | 0.06% | +3,245+131.9% | Added |
| FORA Capital, LLC | 5,689 | $580.4K | 0.07% | +5,689 | New |
| Radnor Capital Management, LLC | 5,690 | $580.0K | 0.10% | +500+9.6% | Added |
| Brighton Securities Corp. | 5,645 | $575.9K | 0.28% | +5,645 | New |
| Harvest Fund Management Co., Ltd | 5,638 | $575.0K | 0.03% | +1,124+24.9% | Added |
| Jackson Creek Investment Advisors LLC | 5,620 | $573.0K | 0.17% | +399+7.6% | Added |
| Gen-Wealth Partners Inc | 5,613 | $572.7K | 0.25% | −20.0% | Reduced |
| Fidelis Capital Partners, LLC | 5,373 | $567.1K | 0.06% | +8+0.1% | Added |
| Mayflower Financial Advisors, LLC | 5,525 | $563.7K | 0.08% | −8−0.1% | Reduced |
| Advisor OS, LLC | 5,501 | $561.2K | 0.06% | +5,501 | New |
| Next Level Private LLC | 5,429 | $553.9K | 0.22% | −1,085−16.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,358 | $546.6K | 0.18% | +87+1.7% | Added |
| MJP Associates Inc | 5,311 | $541.8K | 0.10% | +5,311 | New |
| Kingsview Wealth Management, LLC | 5,225 | $533.0K | 0.01% | −42−0.8% | Reduced |
| Wetherby Asset Management Inc | 5,153 | $525.7K | 0.03% | +723+16.3% | Added |
| Howland Capital Management LLC | 5,153 | $525.7K | 0.02% | +5,153 | New |
| Vontobel Holding Ltd. | 5,112 | $521.5K | 0.00% | +607+13.5% | Added |
| Farringdon Capital, Ltd. | 4,979 | $508.0K | 0.21% | +4,979 | New |
| Global X Japan Co., Ltd. | 4,941 | $504.1K | 0.06% | +617+14.3% | Added |
| HighPoint Advisor Group LLC | 4,632 | $503.7K | 0.03% | +509+12.3% | Added |
| Cadent Capital Advisors, LLC | 4,925 | $502.5K | 0.18% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,885 | $498.4K | 0.01% | −2,497−33.8% | Reduced |
| Aptus Capital Advisors, LLC | 4,801 | $489.8K | 0.01% | +4,801 | New |
| Washington Trust Bank | 4,750 | $484.6K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,714 | $480.9K | 0.01% | +10.0% | Added |
| Lido Advisors, LLC | 4,690 | $478.5K | 0.00% | +120+2.6% | Added |
| Harbor Capital Advisors, Inc. | 4,664 | $476.0K | 0.02% | +113+2.5% | Added |
| Sherbrooke Park Advisers LLC | 4,642 | $473.6K | 0.15% | +4,642 | New |
| Forum Private Client Group LLC | 4,627 | $472.0K | 0.21% | +6+0.1% | Added |
| First Manhattan Co | 4,541 | $463.3K | 0.00% | +4,541 | New |
| Financial Advocates Investment Management | 4,519 | $461.0K | 0.03% | −308−6.4% | Reduced |
| Journey Strategic Wealth LLC | 4,486 | $457.6K | 0.02% | +99+2.3% | Added |
| Moment Partners, LLC | 4,481 | $457.2K | 0.09% | +4,481 | New |
| American Century Companies Inc | 4,469 | $455.9K | 0.00% | −9,398−67.8% | Reduced |
| Klingman & Associates, LLC | 4,412 | $450.1K | 0.03% | −1,393−24.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,349 | $443.7K | 0.03% | −30−0.7% | Reduced |
| Vident Advisory, LLC | 4,346 | $443.4K | 0.01% | +1,156+36.2% | Added |
| Apriem Advisors | 4,343 | $443.1K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 4,262 | $435.0K | 0.01% | −5−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $433.6K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 4,230 | $431.5K | 0.02% | 00.0% | Unchanged |
| Unigestion Holding SA | 4,230 | $431.5K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,215 | $430.0K | 0.00% | +66+1.6% | Added |
| Brown Advisory Inc | 4,164 | $424.8K | 0.00% | +35+0.8% | Added |
| Means Investment Co., Inc. | 4,151 | $423.5K | 0.04% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,147 | $423.1K | 0.01% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 4,061 | $414.3K | 0.03% | +27+0.7% | Added |
| Belpointe Asset Management LLC | 3,914 | $411.5K | 0.02% | −32−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,029 | $411.0K | 0.02% | +344+9.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,005 | $408.6K | 0.04% | +324+8.8% | Added |
| Prelude Capital Management, LLC | 4,000 | $408.1K | 0.03% | +4,000 | New |
| Somerset Trust Co | 3,974 | $405.4K | 0.15% | −563−12.4% | Reduced |
| Alliance Wealth Advisors, LLC | 3,945 | $402.5K | 0.10% | −106−2.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,931 | $401.0K | 0.11% | −259−6.2% | Reduced |
| Huntington National Bank | 3,927 | $400.6K | 0.00% | +589+17.6% | Added |
| Jones Financial Companies LLLP | 3,917 | $399.6K | 0.00% | +1,787+83.9% | Added |
| Outlook Wealth Advisors, LLC | 3,879 | $395.8K | 0.11% | −113−2.8% | Reduced |
| River Wealth Advisors LLC | 3,814 | $389.1K | 0.05% | −102−2.6% | Reduced |
| Virtu Financial LLC | 3,791 | $387.0K | 0.02% | +1,648+76.9% | Added |
| Smith Shellnut Wilson LLC | 3,739 | $381.5K | 0.17% | −8−0.2% | Reduced |
| Marex Group plc | 3,722 | $379.7K | 0.01% | +3,722 | New |
| Stonebridge Capital Advisors LLC | 3,680 | $375.4K | 0.03% | +30+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 3,670 | $374.4K | 0.01% | −1,070−22.6% | Reduced |
| Profund Advisors LLC | 3,670 | $374.4K | 0.01% | +12+0.3% | Added |
| Mutual Advisors, LLC | 3,517 | $372.6K | 0.01% | +407+13.1% | Added |
| Jane Street Group, LLC | 3,632 | $370.5K | 0.00% | −119,541−97.1% | Reduced |
| Fermata Advisors, LLC | 3,620 | $369.3K | 0.07% | +3,620 | New |
| W.H. Cornerstone Investments Inc. | 3,551 | $362.3K | 0.24% | +5+0.1% | Added |
| Unique Wealth, LLC | 3,509 | $358.0K | 0.07% | +1,424+68.3% | Added |
| MUFG Securities Americas Inc. | 3,504 | $357.5K | 0.05% | +3,504 | New |
| Ballentine Partners, LLC | 3,489 | $355.9K | 0.01% | +29+0.8% | Added |
| Private Trust Co NA | 3,448 | $351.8K | 0.04% | +183+5.6% | Added |
| Checchi Capital Advisers, LLC | 3,446 | $351.6K | 0.03% | −1,064−23.6% | Reduced |
| Alps Advisors Inc | 3,423 | $349.2K | 0.00% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,410 | $347.9K | 0.02% | +3,410 | New |