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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, Q1 2025

Institutional positions in Brown & Brown, Inc. as of Mar 31, 2025. 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
911
+49 vs. Q4 2024
Shares held
219.5M
+8.20M (+3.9%) vs. Q4 2024
Total value
$27.3B
+$5.73B (+26.6%) vs. Q4 2024
New holders
133
338 more added
Sold out
84
316 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 911 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 heldQ1 2025: $27.3B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2024.

Institutions holding BRO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IFC Advisors LLC1,838$228.6K0.05%+1,838New
Edmond de Rothschild Holding S.A.1,849$230.0K0.00%−1,821−49.6%Reduced
ORG Partners LLC1,863$231.4K0.06%−474−20.3%Reduced
Hutchens & Kramer Investment Management Group, LLC1,862$231.6K0.13%+1,862New
Cary Street Partner Investment Advisory LLC1,863$231.8K0.13%+275+17.3%Added
Baron Wealth Management LLC1,863$231.8K0.10%+1,863New
Berkshire Asset Management LLC2,095$233.7K0.01%00.0%Unchanged
Fifth Third Wealth Advisors LLC1,882$234.1K0.01%+1,882New
Fullcircle Wealth LLC2,066$237.3K0.10%+200+10.7%Added
Spirepoint Private Client, LLC1,909$237.5K0.03%−305−13.8%Reduced
Impact Capital Partners LLC1,910$237.6K0.09%+1,910New
RFP Financial Group LLC1,925$239.5K0.10%−45−2.3%Reduced
Quotient Wealth Partners, LLC1,940$241.3K0.01%+1,940New
Commerzbank Aktiengesellschaft1,952$243.0K0.01%+1,952New
National Asset Management, Inc.1,957$243.5K0.01%+1,957New
Sprott Inc.1,960$243.8K0.01%+1,960New
VestGen Advisors, LLC1,967$244.7K0.01%+1,967New
Hilltop Holdings Inc.1,975$245.7K0.02%−396−16.7%Reduced
Wood Tarver Financial Group, LLC1,984$246.9K0.08%00.0%Unchanged
RBF Capital, LLC2,000$248.8K0.02%00.0%Unchanged
ICONIQ Capital, LLC2,001$248.9K0.00%+2,001New
Mechanics Bank Trust Department2,015$250.7K0.03%00.0%Unchanged
FourThought Financial Partners, LLC2,018$251.0K0.03%−164−7.5%Reduced
Level Four Advisory Services, LLC2,049$254.9K0.01%+2,049New
Ritholtz Wealth Management2,052$255.3K0.01%+2,052New
Douglass Winthrop Advisors, LLC2,100$261.2K0.00%00.0%Unchanged
Wealthspire Advisors, LLC2,114$262.9K0.00%+21+1.0%Added
Angeles Wealth Management, LLC2,142$266.5K0.02%+50+2.4%Added
Smithfield Trust Co2,161$269.0K0.01%00.0%Unchanged
Transcend Wealth Collective, LLC2,164$269.2K0.02%+138+6.8%Added
Quadrant Capital Group LLC2,167$269.6K0.01%+1,819+522.7%Added
Banque Cantonale Vaudoise2,180$272.0K0.01%+2,180New
Kavar Capital Partners Group, LLC2,188$272.2K0.05%00.0%Unchanged
Tradition Wealth Management, LLC2,203$274.0K0.02%+2+0.1%Added
Capital A Wealth Management, LLC2,218$275.9K0.29%−147−6.2%Reduced
Diversify Wealth Management, LLC2,555$275.9K0.02%−242−8.7%Reduced
Fulton Bank, N.A.2,234$277.9K0.01%+50+2.3%Added
Copperwynd Financial, LLC2,258$281.0K0.08%−364−13.9%Reduced
Trinity Financial Advisors LLC2,278$283.5K0.10%00.0%Unchanged
Moloney Securities Asset Management, LLC2,296$285.6K0.04%00.0%Unchanged
NBC Securities, Inc.2,314$287.0K0.02%+2,312+115,600.0%Added
Tocqueville Asset Management L.P.2,327$289.5K0.00%00.0%Unchanged
Regions Financial Corp2,335$290.5K0.00%−62−2.6%Reduced
Boston Family Office LLC2,350$292.0K0.02%+2,350New
Tower Wealth Partners, Inc.2,356$293.1K0.16%+389+19.8%Added
MSH Capital Advisors LLC2,374$295.4K0.09%−167−6.6%Reduced
First Affirmative Financial Network2,379$296.0K0.18%−358−13.1%Reduced
Tiemann Investment Advisors, LLC2,380$296.1K0.13%00.0%Unchanged
Covenant Partners, LLC2,383$296.4K0.10%00.0%Unchanged
Parallel Advisors, LLC2,405$299.1K0.01%−30−1.2%Reduced
Group One Trading, L.P.2,418$300.8K0.01%+2,418New
Longboard Asset Management, LP2,434$302.8K0.89%00.0%Unchanged
Callahan Advisors, LLC2,458$305.8K0.03%00.0%Unchanged
Burling Wealth Partners, LLC2,470$307.3K0.06%00.0%Unchanged
Cigna Investments Inc2,493$310.0K0.06%−50−2.0%Reduced
Moneta Group Investment Advisors LLC2,499$310.9K0.00%−658−20.8%Reduced
NorthRock Partners, LLC2,530$314.7K0.01%+103+4.2%Added
Oversea-Chinese Banking CORP Ltd2,534$315.2K0.01%−1,613−38.9%Reduced
Phillips Wealth Planners LLC2,659$316.0K0.33%+88+3.4%Added
CWM Advisors, LLC2,570$319.7K0.04%−9,076−77.9%Reduced
Wallace Advisory Group, LLC3,140$320.3K0.22%−10−0.3%Reduced
Merit Financial Group, LLC2,585$321.6K0.00%+592+29.7%Added
Clarius Group, LLC2,587$321.8K0.02%+2,587New
Fieldview Capital Management, LLC2,605$324.1K0.05%+2,605New
Schonfeld Strategic Advisors LLC2,627$326.8K0.00%+2,627New
MBB Public Markets I LLC2,634$327.7K0.04%+2,634New
Mather Group, LLC.2,637$328.0K0.00%+209+8.6%Added
Brightwater Advisory LLC2,662$331.2K0.26%00.0%Unchanged
Prescott Group Capital Management, L.L.C.2,666$331.6K0.05%+2,666New
George Kaiser Family Foundation2,666$331.6K0.05%+2,666New
Snowden Capital Advisors LLC2,674$332.6K0.01%−59−2.2%Reduced
Net Worth Advisory Group2,689$334.5K0.11%+2,689New
Strategies Wealth Advisors, LLC2,694$335.2K0.04%+2,694New
Eventide Asset Management, LLC2,731$335.7K0.01%+2,731New
Ewa, LLC2,710$337.1K0.13%+2+0.1%Added
V-Square Quantitative Management LLC2,719$338.2K0.05%−227−7.7%Reduced
Trust Asset Management LLC2,729$339.5K0.03%+26+1.0%Added
Natixis2,762$341.8K0.00%−26,262−90.5%Reduced
Evelyn Partners Investment Management Services Ltd2,757$343.0K0.06%+37+1.4%Added
Arrowstreet Capital, Limited Partnership2,759$343.2K0.00%−31,438−91.9%Reduced
Change Path, LLC2,765$344.0K0.01%−5−0.2%Reduced
Apollon Wealth Management, LLC2,768$344.4K0.01%+2+0.1%Added
Kovitz Investment Group Partners, LLC2,804$348.8K0.00%−125−4.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund2,829$351.9K0.00%−5,771−67.1%Reduced
Cynosure Management, LLC2,867$356.7K0.05%+10.0%Added
Mattern Wealth Management LLC2,878$358.1K0.08%00.0%Unchanged
Independent Financial Group, LLC2,890$359.5K0.01%−63−2.1%Reduced
Wedmont Private Capital3,034$360.6K0.02%+559+22.6%Added
Operose Advisors LLC2,900$360.8K0.12%00.0%Unchanged
Huntington National Bank2,925$363.9K0.00%−1,002−25.5%Reduced
Florida Financial Advisors, LLC2,933$364.4K0.14%+2,933New
Kingswood Wealth Advisors, LLC2,990$372.0K0.03%−11−0.4%Reduced
Somerville Kurt F3,000$373.2K0.06%+3,000New
Hamilton Capital Partners Inc.3,017$375.3K0.02%−186−5.8%Reduced
Burney Co3,110$386.9K0.01%+455+17.1%Added
Farther Finance Advisors, LLC3,118$387.0K0.01%+243+8.5%Added
Optimize Financial Inc3,137$390.2K0.15%−84−2.6%Reduced
Centiva Capital, LP3,171$394.5K0.02%−17,225−84.5%Reduced
Lazard Asset Management LLC3,201$397.0K0.00%+1,183+58.6%Added
Graypoint LLC3,208$399.1K0.02%+103+3.3%Added