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Livermore
Livermore
ZHEN

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
United Capital Financial Advisers, LLC3,275$334.1K0.00%+175+5.6%Added
Brinker Capital Investments, LLC3,268$333.4K0.00%−280−7.9%Reduced
Orion Portfolio Solutions, LLC3,268$333.4K0.00%−280−7.9%Reduced
Frank, Rimerman Advisors LLC3,265$333.1K0.02%+143+4.6%Added
Anchor Investment Management, LLC3,251$331.7K0.03%−10−0.3%Reduced
Horizon Investments, LLC3,239$330.0K0.01%+27+0.8%Added
Optimize Financial Inc3,221$328.6K0.25%+3,221New
Meeder Advisory Services, Inc.3,203$326.8K0.02%+269+9.2%Added
Hamilton Capital Partners Inc.3,203$326.8K0.02%−849−21.0%Reduced
BOCHK Asset Management Ltd3,200$326.5K0.10%+3,200New
Wallace Advisory Group, LLC3,150$326.3K0.23%+18+0.6%Added
Bleakley Financial Group, LLC3,162$322.6K0.01%+103+3.4%Added
Moneta Group Investment Advisors LLC3,157$322.1K0.00%−82−2.5%Reduced
Ascent Group, LLC3,128$319.1K0.02%+406+14.9%Added
Graypoint LLC3,105$316.8K0.02%+23+0.7%Added
Intrust Bank NA3,039$310.0K0.03%+661+27.8%Added
Kingswood Wealth Advisors, LLC3,001$306.2K0.02%+3,001New
Dempze Nancy E3,000$306.1K0.18%−954−24.1%Reduced
Advisory Alpha, LLC2,973$303.3K0.01%+788+36.1%Added
Capula Management Ltd2,954$301.4K0.00%+2,954New
Independent Financial Group, LLC2,953$301.3K0.01%00.0%Unchanged
V-Square Quantitative Management LLC2,946$300.6K0.04%−339−10.3%Reduced
Kovitz Investment Group Partners, LLC2,929$298.8K0.00%+2,929New
CWA Asset Management Group, LLC2,916$297.5K0.01%+103+3.7%Added
Operose Advisors LLC2,900$295.9K0.10%−217−7.0%Reduced
Mattern Wealth Management LLC2,878$293.6K0.06%00.0%Unchanged
Farther Finance Advisors, LLC2,875$293.3K0.01%−39−1.3%Reduced
Cynosure Management, LLC2,866$292.4K0.04%−735−20.4%Reduced
Diversify Wealth Management, LLC2,797$285.2K0.02%+10+0.4%Added
Change Path, LLC2,770$282.6K0.01%+22+0.8%Added
Apollon Wealth Management, LLC2,766$282.2K0.01%+254+10.1%Added
First Affirmative Financial Network2,737$279.2K0.16%−210−7.1%Reduced
Snowden Capital Advisors LLC2,733$278.8K0.01%+39+1.4%Added
Evelyn Partners Investment Management Services Ltd2,720$277.5K0.05%+2,720New
Dorsey & Whitney Trust CO LLC2,716$277.1K0.02%−92−3.3%Reduced
Ewa, LLC2,708$276.3K0.10%−13−0.5%Reduced
Trust Asset Management LLC2,703$275.8K0.02%00.0%Unchanged
Ashton Thomas Private Wealth, LLC2,694$274.8K0.01%+46+1.7%Added
Landscape Capital Management, L.L.C.2,681$273.5K0.03%+2,681New
Kathmere Capital Management, LLC2,662$271.6K0.02%+228+9.4%Added
Brightwater Advisory LLC2,662$271.6K0.21%00.0%Unchanged
Burney Co2,655$270.9K0.01%+25+1.0%Added
Schechter Investment Advisors, LLC2,647$270.0K0.02%−432−14.0%Reduced
Copperwynd Financial, LLC2,622$267.5K0.07%+52+2.0%Added
Canandaigua National Bank & Trust Co2,620$267.3K0.03%−209−7.4%Reduced
Petrus Trust Company, LTA2,576$262.8K0.03%+2,576New
Phillips Wealth Planners LLC2,571$262.1K0.26%+217+9.2%Added
Cigna Investments Inc2,543$260.0K0.05%00.0%Unchanged
MSH Capital Advisors LLC2,541$259.2K0.08%+3+0.1%Added
DRW Securities, LLC2,521$257.2K0.02%−4,156−62.2%Reduced
Revisor Wealth Management LLC2,466$253.6K0.23%−1,005−29.0%Reduced
Wedmont Private Capital2,475$252.3K0.01%+157+6.8%Added
Burling Wealth Partners, LLC2,470$252.0K0.05%+2,470New
Callahan Advisors, LLC2,458$250.8K0.02%+2,458New
Parallel Advisors, LLC2,435$248.5K0.01%+94+4.0%Added
Longboard Asset Management, LP2,434$248.3K0.66%+2,434New
Mather Group, LLC.2,428$247.7K0.00%−2−0.1%Reduced
NorthRock Partners, LLC2,427$247.6K0.01%+5+0.2%Added
Regions Financial Corp2,397$244.5K0.00%00.0%Unchanged
Covenant Partners, LLC2,383$243.1K0.07%−72−2.9%Reduced
Tiemann Investment Advisors, LLC2,380$242.8K0.11%00.0%Unchanged
Hilltop Holdings Inc.2,371$241.9K0.02%+337+16.6%Added
Capital A Wealth Management, LLC2,365$241.3K0.40%+2,365New
Warren Averett Asset Management, LLC2,362$241.0K0.00%+2,362New
ORG Partners LLC2,337$238.4K0.03%−96−3.9%Reduced
Tocqueville Asset Management L.P.2,327$237.4K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC2,296$234.2K0.03%−100−4.2%Reduced
NewEdge Wealth, LLC2,270$231.6K0.00%+76+3.5%Added
Blueshift Asset Management, LLC2,252$229.7K0.08%+2,252New
Trinity Financial Advisors LLC2,278$229.0K0.09%+10.0%Added
Lake Street Advisors Group, LLC2,234$228.0K0.01%+37+1.7%Added
Spirepoint Private Client, LLC2,214$225.9K0.03%00.0%Unchanged
Tradition Wealth Management, LLC2,201$224.5K0.02%−25−1.1%Reduced
Kavar Capital Partners Group, LLC2,188$223.2K0.04%00.0%Unchanged
Fulton Bank, N.A.2,184$222.8K0.01%+33+1.5%Added
FourThought Financial Partners, LLC2,182$222.6K0.02%+2,182New
Berkshire Asset Management LLC2,095$222.1K0.01%+2,095New
Smithfield Trust Co2,161$220.0K0.01%00.0%Unchanged
GTS Securities LLC2,154$219.8K0.01%+2,154New
Genesis Private Wealth, LLC2,148$219.1K0.12%+2,148New
GeoWealth Management, LLC2,103$214.5K0.01%+11+0.5%Added
Douglass Winthrop Advisors, LLC2,100$214.2K0.00%00.0%Unchanged
Wealthspire Advisors, LLC2,093$213.6K0.00%+84+4.2%Added
Angeles Wealth Management, LLC2,092$213.4K0.02%+2,092New
Axxcess Wealth Management, LLC2,089$213.1K0.01%−119−5.4%Reduced
J.W. Cole Advisors, Inc.2,081$212.3K0.01%−4−0.2%Reduced
Ieq Capital, LLC2,079$212.1K0.00%−5,257−71.7%Reduced
RMB Capital Management, LLC2,046$208.7K0.00%−1,017−33.2%Reduced
111 Capital2,043$208.4K0.04%+2,043New
Fullcircle Wealth LLC1,866$207.0K0.08%+1,866New
Transcend Wealth Collective, LLC2,026$206.7K0.01%+22+1.1%Added
Mechanics Bank Trust Department2,015$205.6K0.03%+2,015New
Lazard Asset Management LLC2,018$205.0K0.00%−1,101−35.3%Reduced
RBF Capital, LLC2,000$204.0K0.01%00.0%Unchanged
Merit Financial Group, LLC1,993$203.4K0.00%+1,993New
Wood Tarver Financial Group, LLC1,984$202.0K0.07%+1,984New
RFP Financial Group LLC1,970$201.0K0.08%+1,970New
Tower Wealth Partners, Inc.1,967$200.7K0.10%+1,967New
Kapitalo Investimentos Ltda1,953$199.2K0.13%+1,953New
SRS Capital Advisors, Inc.1,931$197.0K0.01%+396+25.8%Added