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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
Optiver Holding B.V.113$11.5K0.00%+6+5.6%Added
Caitlin John, LLC110$11.2K0.01%−149−57.5%Reduced
Whipplewood Advisors, LLC107$10.9K0.01%+107New
HHM Wealth Advisors, LLC104$10.6K0.00%+4+4.0%Added
Duncker Streett & Co Inc93$9.49K0.00%00.0%Unchanged
Sierra Ocean, LLC90$9.20K0.01%+90New
Harbour Investments, Inc.89$9.08K0.00%+14+18.7%Added
South State Corp.88$8.98K0.00%+88New
Private Wealth Management Group, LLC85$8.67K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC84$8.57K0.00%00.0%Unchanged
Copia Wealth Management70$7.14K0.01%+70New
Modus Advisors, LLC60$6.12K0.00%+60New
Central Trust Co57$5.82K0.00%00.0%Unchanged
MV Capital Management, Inc.57$5.82K0.00%+3+5.6%Added
Fortitude Family Office, LLC57$5.82K0.00%00.0%Unchanged
City State Bank54$5.51K0.00%00.0%Unchanged
Bogart Wealth, LLC49$5.00K0.00%+49New
Bellevue Asset Management, LLC49$5.00K0.00%−2−3.9%Reduced
Jackson, Grant Investment Advisers, Inc.48$4.90K0.00%00.0%Unchanged
Transce3nd, LLC47$4.79K0.00%+47New
Prestige Wealth Management Group LLC46$4.69K0.00%00.0%Unchanged
JDM Financial Group LLC45$4.59K0.00%00.0%Unchanged
Concord Wealth Partners44$4.49K0.00%00.0%Unchanged
West Paces Advisors Inc.44$4.49K0.00%00.0%Unchanged
First Pacific Financial44$4.49K0.00%+6+15.8%Added
C M Bidwell & Associates Ltd43$4.39K0.00%00.0%Unchanged
Salomon & Ludwin, LLC41$4.18K0.00%00.0%Unchanged
Raleigh Capital Management Inc.40$4.08K0.00%00.0%Unchanged
Millstone Evans Group, LLC40$4.08K0.00%+40New
Avion Wealth45$4.00K0.00%+8+21.6%Added
Abound Wealth Management39$3.98K0.00%+32+457.1%Added
DiNuzzo Private Wealth, Inc.38$3.88K0.00%00.0%Unchanged
Sachetta, LLC38$3.88K0.00%00.0%Unchanged
Tucker Asset Management LLC36$3.67K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC35$3.57K0.00%00.0%Unchanged
Tortoise Investment Management, LLC33$3.37K0.00%00.0%Unchanged
SJS Investment Consulting Inc.31$3.16K0.00%−6−16.2%Reduced
Raffa Wealth Management, LLC31$3.16K0.00%−5−13.9%Reduced
FLP Wealth Management, LLC29$2.96K0.01%+29New
Dunhill Financial, LLC28$2.88K0.00%+11+64.7%Added
Bruce G. Allen Investments, LLC27$2.75K0.00%00.0%Unchanged
Sittner & Nelson, LLC25$2.55K0.00%+25New
Trifecta Capital Advisors, LLC24$2.45K0.00%00.0%Unchanged
LRI Investments, LLC23$2.35K0.00%00.0%Unchanged
Cornerstone Planning Group LLC19$2.05K0.00%00.0%Unchanged
Bell Investment Advisors, Inc20$2.04K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC19$1.94K0.00%−251−93.0%Reduced
Creative Financial Designs Inc19$1.94K0.00%+19New
Cassady Schiller Wealth Management, LLC19$1.94K0.00%+19New
Live Oak Investment Partners–$1.84K0.00%––
Crowley Wealth Management, Inc.17$1.73K0.00%+17New
Beacon Capital Management, LLC15$1.56K0.00%00.0%Unchanged
DT Investment Partners, LLC15$1.53K0.00%00.0%Unchanged
Logan Capital Management Inc15$1.53K0.00%00.0%Unchanged
Fairman Group, LLC14$1.43K0.00%−15−51.7%Reduced
Financial Management Professionals, Inc.14$1.43K0.00%00.0%Unchanged
Clark Wealth Partners13$1.33K0.00%+13New
Riggs Asset Managment Co. Inc.11$1.12K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.02K0.00%00.0%Unchanged
Riverview Trust Co10$1.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC8$8160.00%+8New
AdvisorNet Financial, Inc7$7140.00%−20−74.1%Reduced
CVA Family Office, LLC6$6120.00%00.0%Unchanged
Parkworth Wealth Management, Inc.6$6120.00%+6New
Carolinas Wealth Consulting LLC5$5110.00%00.0%Unchanged
Old Second National Bank of Aurora5$5100.00%+5New
Principia Wealth Advisory, LLC5$5100.00%+5New
Winnow Wealth LLC5$4900.00%+5New
Rakuten Securities, Inc.3$3060.00%+3New
NBC Securities, Inc.2$2360.02%−2,312−99.9%Reduced
WestEnd Advisors, LLC2$2040.00%00.0%Unchanged
NewSquare Capital LLC2$2040.00%+2New
Anderson Financial Strategies, LLC2$2040.00%+2New
Activest Wealth Management1$1020.00%+1New
Y.D. More Investments Ltd294$820.00%+162+122.7%Added
Lighthouse Investment Partners, LLC0$00.00%−152,588−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−85,670−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−66,785−100.0%Sold out
Magnetar Financial LLC0$00.00%−60,679−100.0%Sold out
Beacon Harbor Wealth Advisors, Inc.0$00.00%−52,782−100.0%Sold out
Teza Capital Management LLC0$00.00%−34,332−100.0%Sold out
Marvin & Palmer Associates Inc0$00.00%−30,184−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−28,231−100.0%Sold out
FJ Capital Management LLC0$00.00%−27,929−100.0%Sold out
Weiss Asset Management LP0$00.00%−27,787−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−25,863−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−22,389−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−13,283−100.0%Sold out
Nebula Research & Development LLC0$00.00%−13,199−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−11,820−100.0%Sold out
nVerses Capital, LLC0$00.00%−11,500−100.0%Sold out
SRN Advisors, LLC0$00.00%−11,223−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−113,442−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−9,614−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−9,371−100.0%Sold out
Carmignac Gestion0$00.00%−9,305−100.0%Sold out
Taika Capital, LP0$00.00%−8,891−100.0%Sold out
MQS Management LLC0$00.00%−8,440−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−8,098−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−8,045−100.0%Sold out