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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 3,245 | $403.7K | 0.12% | +3,245 | New |
| Anchor Investment Management, LLC | 3,251 | $404.4K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,305 | $411.1K | 0.02% | +611+22.7% | Added |
| CWA Asset Management Group, LLC | 3,307 | $411.4K | 0.02% | +391+13.4% | Added |
| Stonebridge Capital Advisors LLC | 3,330 | $414.3K | 0.03% | −350−9.5% | Reduced |
| Meeder Advisory Services, Inc. | 3,336 | $415.0K | 0.02% | +133+4.2% | Added |
| Kathmere Capital Management, LLC | 3,365 | $418.6K | 0.04% | +703+26.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,369 | $419.1K | 0.02% | −660−16.4% | Reduced |
| Intrust Bank NA | 3,372 | $419.5K | 0.04% | +333+11.0% | Added |
| Profund Advisors LLC | 3,389 | $421.6K | 0.02% | −281−7.7% | Reduced |
| National Wealth Management Group, LLC | 3,393 | $422.1K | 0.28% | +3,393 | New |
| Horizon Investments, LLC | 3,406 | $423.1K | 0.01% | +167+5.2% | Added |
| Mediolanum International Funds Ltd | 3,461 | $425.5K | 0.01% | +3,461 | New |
| Cadent Capital Advisors, LLC | 3,432 | $426.9K | 0.16% | −1,493−30.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,467 | $431.3K | 0.03% | +21+0.6% | Added |
| United Capital Financial Advisers, LLC | 3,498 | $435.2K | 0.00% | +223+6.8% | Added |
| Frank, Rimerman Advisors LLC | 3,546 | $441.1K | 0.03% | +281+8.6% | Added |
| W.H. Cornerstone Investments Inc. | 3,556 | $442.4K | 0.31% | +5+0.1% | Added |
| Plato Investment Management Ltd | 3,552 | $446.7K | 0.04% | −2,419−40.5% | Reduced |
| Private Trust Co NA | 3,595 | $447.2K | 0.05% | +147+4.3% | Added |
| Ballentine Partners, LLC | 3,648 | $453.8K | 0.01% | +159+4.6% | Added |
| Sagespring Wealth Partners, LLC | 3,653 | $454.4K | 0.01% | +3,653 | New |
| Legacy Wealth Asset Management, LLC | 3,670 | $456.5K | 0.13% | −261−6.6% | Reduced |
| HighPoint Advisor Group LLC | 4,270 | $461.1K | 0.03% | −362−7.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,724 | $463.3K | 0.12% | −221−5.6% | Reduced |
| Smith Shellnut Wilson LLC | 3,739 | $465.1K | 0.21% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,814 | $474.5K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,853 | $479.4K | 0.02% | −61−1.6% | Reduced |
| Mutual Advisors, LLC | 4,190 | $479.5K | 0.01% | +673+19.1% | Added |
| Outlook Wealth Advisors, LLC | 3,895 | $484.6K | 0.13% | +16+0.4% | Added |
| Argent Trust Co | 3,940 | $490.1K | 0.02% | −290−6.9% | Reduced |
| Somerset Trust Co | 3,942 | $490.4K | 0.17% | −32−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,023 | $500.5K | 0.05% | +18+0.4% | Added |
| Advisory Alpha, LLC | 4,096 | $509.5K | 0.02% | +1,123+37.8% | Added |
| Phillips Financial Management, LLC | 4,111 | $511.4K | 0.04% | +50+1.2% | Added |
| Means Investment Co., Inc. | 4,151 | $516.4K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,201 | $522.6K | 0.06% | +697+19.9% | Added |
| Revisor Wealth Management LLC | 4,208 | $523.3K | 0.23% | +1,742+70.6% | Added |
| ASR Vermogensbeheer N.V. | 4,236 | $527.0K | 0.01% | +4,236 | New |
| Brown Advisory Inc | 4,243 | $527.8K | 0.00% | +79+1.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $528.7K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,253 | $529.1K | 0.01% | +2,164+103.6% | Added |
| Vestcor Inc | 4,273 | $532.0K | 0.02% | +11+0.3% | Added |
| Gateway Investment Advisers LLC | 4,312 | $536.4K | 0.01% | +97+2.3% | Added |
| Apriem Advisors | 4,343 | $540.3K | 0.06% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,349 | $541.0K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,351 | $541.3K | 0.01% | +1,989+84.2% | Added |
| Moment Partners, LLC | 4,424 | $550.3K | 0.11% | −57−1.3% | Reduced |
| Klingman & Associates, LLC | 4,439 | $552.2K | 0.03% | +27+0.6% | Added |
| Journey Strategic Wealth LLC | 4,513 | $561.4K | 0.02% | +27+0.6% | Added |
| Ossiam | 4,557 | $566.9K | 0.01% | −2,511−35.5% | Reduced |
| Forum Private Client Group LLC | 4,585 | $570.4K | 0.25% | −42−0.9% | Reduced |
| Balyasny Asset Management LLC | 4,595 | $571.6K | 0.00% | −682,500−99.3% | Reduced |
| Financial Advocates Investment Management | 4,655 | $579.1K | 0.04% | +136+3.0% | Added |
| Vontobel Holding Ltd. | 4,663 | $580.1K | 0.00% | −449−8.8% | Reduced |
| Forum Financial Management, LP | 4,714 | $586.4K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,738 | $589.4K | 0.25% | −875−15.6% | Reduced |
| Washington Trust Bank | 4,783 | $595.0K | 0.06% | +33+0.7% | Added |
| Fayez Sarofim & Co | 4,790 | $595.9K | 0.00% | +4,790 | New |
| Fidelis Capital Partners, LLC | 5,230 | $598.5K | 0.06% | −143−2.7% | Reduced |
| Massar Capital Management, LP | 4,900 | $609.6K | 0.73% | +4,900 | New |
| Jane Street Group, LLC | 4,988 | $620.5K | 0.00% | +1,356+37.3% | Added |
| GF Fund Management Co. Ltd. | 5,065 | $630.1K | 0.01% | +5,065 | New |
| Brown Miller Wealth Management, LLC | 5,071 | $630.9K | 0.22% | +5,071 | New |
| Jackson Creek Investment Advisors LLC | 5,086 | $633.0K | 0.20% | −534−9.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,102 | $634.7K | 0.01% | +217+4.4% | Added |
| Bullock Wealth Management Group | 5,158 | $640.2K | 0.36% | −1,264−19.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,153 | $641.0K | 0.01% | −72−1.4% | Reduced |
| Unique Wealth, LLC | 5,166 | $642.7K | 0.12% | +1,657+47.2% | Added |
| Silver Oak Securities, Inc | 5,254 | $645.9K | 0.06% | +5,254 | New |
| Howland Capital Management LLC | 5,196 | $646.4K | 0.03% | +43+0.8% | Added |
| Teza Capital Management LLC | 5,261 | $654.5K | 0.30% | +5,261 | New |
| Argonautica Private Wealth Management, Inc | 5,294 | $658.6K | 0.23% | −64−1.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,339 | $664.2K | 0.16% | −624−10.5% | Reduced |
| MJP Associates Inc | 5,357 | $666.4K | 0.12% | +46+0.9% | Added |
| Advisor OS, LLC | 5,378 | $669.0K | 0.08% | −123−2.2% | Reduced |
| Next Level Private LLC | 5,429 | $675.4K | 0.25% | 00.0% | Unchanged |
| Brighton Securities Corp. | 5,430 | $675.4K | 0.33% | −215−3.8% | Reduced |
| Mayflower Financial Advisors, LLC | 5,437 | $676.4K | 0.10% | −88−1.6% | Reduced |
| Jones Financial Companies LLLP | 5,565 | $684.2K | 0.00% | +1,648+42.1% | Added |
| United Services Automobile Association | 5,703 | $701.1K | 0.02% | +5,703 | New |
| Siemens Fonds Invest GmbH | 5,656 | $703.6K | 0.05% | +5,656 | New |
| Global X Japan Co., Ltd. | 5,712 | $710.6K | 0.08% | +771+15.6% | Added |
| Sowell Financial Services LLC | 5,716 | $711.1K | 0.03% | +5,716 | New |
| SevenBridge Financial Group, LLC | 6,446 | $714.0K | 0.14% | −60−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 5,750 | $715.3K | 0.01% | −127−2.2% | Reduced |
| Claro Advisors LLC | 5,796 | $721.1K | 0.10% | −1,349−18.9% | Reduced |
| Ascent Group, LLC | 5,804 | $722.0K | 0.03% | +2,676+85.5% | Added |
| Adviser Investments LLC | 5,888 | $732.5K | 0.01% | −85−1.4% | Reduced |
| Trust Point Inc. | 5,892 | $733.0K | 0.07% | −559−8.7% | Reduced |
| Edgestream Partners, L.P. | 5,893 | $733.1K | 0.02% | −25,774−81.4% | Reduced |
| Synovus Financial Corp | 5,980 | $743.9K | 0.01% | −236−3.8% | Reduced |
| Radnor Capital Management, LLC | 5,990 | $745.0K | 0.12% | +300+5.3% | Added |
| Studio Investment Management LLC | 6,012 | $747.9K | 0.15% | −356−5.6% | Reduced |
| ORG Wealth Partners, LLC | 6,070 | $753.4K | 0.23% | −29−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,122 | $761.6K | 0.01% | −112−1.8% | Reduced |
| Hanlon Investment Management, Inc. | 6,163 | $766.7K | 0.58% | −920−13.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,202 | $771.6K | 0.01% | −2,684−30.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 6,211 | $772.7K | 0.15% | −241−3.7% | Reduced |
| CWM, LLC | 6,342 | $789.0K | 0.00% | +227+3.7% | Added |