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 |
|---|---|---|---|---|---|
| AlphaCentric Advisors LLC | 1,863 | $190.1K | 0.19% | −54−2.8% | Reduced |
| Signaturefd, LLC | 1,812 | $184.9K | 0.00% | +227+14.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $183.7K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,724 | $175.9K | 0.14% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 1,716 | $175.1K | 0.10% | +1,716 | New |
| Penserra Capital Management LLC | 1,726 | $175.0K | 0.00% | +576+50.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,588 | $162.0K | 0.11% | −492−23.7% | Reduced |
| Trust Co of Vermont | 1,401 | $142.9K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,323 | $135.0K | 0.10% | +1,323 | New |
| First Horizon Advisors, Inc. | 1,321 | $134.8K | 0.00% | −107−7.5% | Reduced |
| MAI Capital Management | 1,299 | $132.6K | 0.00% | +1,299 | New |
| Curio Wealth, LLC | 1,200 | $122.4K | 0.07% | +1,200 | New |
| Montag A & Associates Inc | 1,177 | $120.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,170 | $119.4K | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,159 | $118.0K | 0.00% | −2,108−64.5% | Reduced |
| Spire Wealth Management | 1,143 | $116.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,103 | $116.0K | 0.01% | +107+10.7% | Added |
| Ci Investments Inc. | 1,128 | $115.0K | 0.00% | +157+16.2% | Added |
| Sound Income Strategies, LLC | 1,099 | $112.2K | 0.01% | +1+0.1% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $102.0K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,000 | $102.0K | 0.12% | +1,000 | New |
| State of Wyoming | 964 | $98.3K | 0.01% | +145+17.7% | Added |
| Park Place Capital Corp | 957 | $97.6K | 0.03% | +52+5.7% | Added |
| TD Waterhouse Canada Inc. | 923 | $94.1K | 0.00% | +42+4.8% | Added |
| Ronald Blue Trust, Inc. | 897 | $91.5K | 0.00% | −567−38.7% | Reduced |
| Sentry Investment Management LLC | 881 | $90.0K | 0.04% | −144−14.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $86.7K | 0.02% | +1+0.1% | Added |
| Covestor Ltd | 832 | $85.0K | 0.05% | +152+22.4% | Added |
| Smartleaf Asset Management LLC | 811 | $82.7K | 0.01% | +207+34.3% | Added |
| Orion Capital Management LLC | 807 | $82.3K | 0.04% | +807 | New |
| Bryn Mawr Trust Co | 791 | $80.7K | 0.00% | +232+41.5% | Added |
| Parkside Financial Bank & Trust | 777 | $79.3K | 0.01% | −12−1.5% | Reduced |
| Darwin Advisors, LLC | 769 | $78.5K | 0.03% | −2,631−77.4% | Reduced |
| Allworth Financial LP | 703 | $73.9K | 0.00% | +46+7.0% | Added |
| Massmutual Trust Co FSB | 710 | $72.4K | 0.00% | −142−16.7% | Reduced |
| Cromwell Holdings LLC | 699 | $71.3K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 687 | $70.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $69.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $68.1K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 655 | $66.8K | 0.01% | +655 | New |
| Continuum Advisory, LLC | 625 | $63.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 589 | $60.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 561 | $57.2K | 0.00% | −10−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 535 | $54.6K | 0.01% | −222−29.3% | Reduced |
| Cary Street Partners Financial LLC | 531 | $54.2K | 0.00% | +531 | New |
| Asset Dedication, LLC | 506 | $51.6K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 506 | $51.0K | 0.02% | +1+0.2% | Added |
| PSI Advisors, LLC | 498 | $50.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 490 | $50.0K | 0.00% | +217+79.5% | Added |
| Colonial Trust Co | 466 | $47.6K | 0.01% | +6+1.3% | Added |
| Oarsman Capital, Inc. | 450 | $45.9K | 0.01% | −36−7.4% | Reduced |
| Intelligent Financial Strategies | 445 | $45.4K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 444 | $45.2K | 0.01% | +191+75.5% | Added |
| Exchange Traded Concepts, LLC | 434 | $44.3K | 0.00% | −1−0.2% | Reduced |
| First PREMIER Bank | 424 | $43.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 413 | $42.1K | 0.01% | +234+130.7% | Added |
| Alaska Permanent Fund Corp | 412 | $42.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $41.8K | 0.01% | +410 | New |
| Armstrong Advisory Group, Inc | 400 | $40.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $40.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 386 | $39.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 358 | $36.5K | 0.00% | +358 | New |
| Lindbrook Capital, LLC | 349 | $35.6K | 0.00% | +21+6.4% | Added |
| Quadrant Capital Group LLC | 348 | $35.5K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 345 | $35.2K | 0.00% | −94,765−99.6% | Reduced |
| Larson Financial Group LLC | 321 | $32.8K | 0.00% | +49+18.0% | Added |
| Hexagon Capital Partners LLC | 311 | $31.7K | 0.01% | +254+445.6% | Added |
| TD Private Client Wealth LLC | 311 | $31.7K | 0.00% | −19−5.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 303 | $30.9K | 0.03% | +303 | New |
| R Squared Ltd | 300 | $30.6K | 0.03% | +300 | New |
| Sunbelt Securities, Inc. | 300 | $30.6K | 0.00% | +256+581.8% | Added |
| Johnson Financial Group, Inc. | 279 | $29.2K | 0.00% | +235+534.1% | Added |
| Hemington Wealth Management | 276 | $28.0K | 0.01% | +45+19.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 272 | $27.8K | 0.00% | +272 | New |
| St Germain D J Co Inc | 267 | $27.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $25.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 243 | $24.8K | 0.00% | −511−67.8% | Reduced |
| Kings Path Partners LLC | 231 | $23.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 223 | $22.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 205 | $21.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $20.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 198 | $20.0K | 0.00% | −1−0.5% | Reduced |
| LGT Financial Advisors LLC | 188 | $19.2K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 187 | $19.1K | 0.00% | +103+122.6% | Added |
| Assetmark, Inc | 180 | $18.4K | 0.00% | +82+83.7% | Added |
| Financial Life Planners | 173 | $17.7K | 0.01% | +173 | New |
| WR Wealth Planners, LLC | 161 | $16.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 159 | $16.2K | 0.00% | +159 | New |
| Rise Advisors, LLC | 159 | $16.2K | 0.01% | +1+0.6% | Added |
| JFS Wealth Advisors, LLC | 154 | $15.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $15.3K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 149 | $15.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 143 | $14.6K | 0.00% | +3+2.1% | Added |
| Leonteq Securities AG | 139 | $14.2K | 0.00% | +139 | New |
| Eastern Bank | 137 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 136 | $13.9K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 135 | $13.8K | 0.00% | +135 | New |
| Cyrus J. Lawrence, LLC | 125 | $12.0K | 0.00% | +125 | New |
| Farmers & Merchants Investments Inc | 115 | $11.7K | 0.00% | 00.0% | Unchanged |