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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 6,393 | $795.2K | 0.31% | +185+3.0% | Added |
| Lido Advisors, LLC | 6,397 | $795.8K | 0.00% | +1,707+36.4% | Added |
| Venturi Wealth Management, LLC | 6,471 | $805.0K | 0.04% | +76+1.2% | Added |
| Great Valley Advisor Group, Inc. | 6,598 | $820.7K | 0.02% | −37,330−85.0% | Reduced |
| Sound Financial Strategies Group, LLC | 6,620 | $823.5K | 0.74% | −2,412−26.7% | Reduced |
| Moors & Cabot, Inc. | 6,676 | $830.5K | 0.04% | −128−1.9% | Reduced |
| NFP Retirement, Inc. | 6,680 | $831.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,705 | $834.1K | 0.00% | −11,324−62.8% | Reduced |
| Financial Enhancement Group LLC | 7,105 | $835.3K | 0.13% | +377+5.6% | Added |
| Talon Private Wealth, LLC | 6,735 | $837.8K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,793 | $845.0K | 0.03% | +4,712+226.4% | Added |
| Board of the Pension Protection Fund | 6,800 | $845.9K | 0.97% | +5,800+580.0% | Added |
| Fifth Third Bancorp | 6,807 | $846.8K | 0.00% | +450+7.1% | Added |
| Xcel Wealth Management, LLC | 6,834 | $850.1K | 0.26% | +550+8.8% | Added |
| Mount Yale Investment Advisors, LLC | 6,844 | $851.4K | 0.07% | −1,555−18.5% | Reduced |
| Golden State Equity Partners | 6,844 | $851.5K | 0.17% | −1,032−13.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,872 | $854.9K | 0.01% | +389+6.0% | Added |
| Investment Management Corp of Ontario | 6,880 | $855.9K | 0.02% | +6,880 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,944 | $863.8K | 0.06% | +6,944 | New |
| Arkadios Wealth Advisors | 6,962 | $866.1K | 0.03% | +6,962 | New |
| Callan Family Office, LLC | 7,070 | $879.5K | 0.07% | −3,179−31.0% | Reduced |
| Atlas Legacy Advisors, LLC | 7,180 | $893.2K | 0.23% | −2,027−22.0% | Reduced |
| Capital International Sarl | 7,330 | $911.9K | 0.02% | +7,330 | New |
| Holland Advisory Services, Inc. | 7,373 | $917.2K | 1.39% | +9+0.1% | Added |
| Private Advisor Group, LLC | 7,424 | $923.6K | 0.01% | +146+2.0% | Added |
| Hyperion Capital Advisors LP | 7,500 | $933.0K | 0.51% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,502 | $933.2K | 0.00% | −11,958−61.4% | Reduced |
| Spears Abacus Advisors LLC | 7,525 | $936.1K | 0.02% | +20.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,548 | $939.0K | 0.01% | +12+0.2% | Added |
| Principal Securities, Inc. | 9,218 | $940.4K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 7,883 | $980.6K | 0.01% | +332+4.4% | Added |
| Centennial Bank | 7,889 | $981.4K | 0.47% | −129−1.6% | Reduced |
| S-Bank Fund Management Ltd | 7,974 | $992.0K | 0.19% | +7,974 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $1.03M | 0.59% | −139−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,284 | $1.03M | 0.04% | +782+10.4% | Added |
| Vident Advisory, LLC | 8,388 | $1.04M | 0.02% | +4,042+93.0% | Added |
| Portside Wealth Group, LLC | 8,464 | $1.05M | 0.17% | +385+4.8% | Added |
| Equitable Trust Co | 8,482 | $1.06M | 0.06% | −3,213−27.5% | Reduced |
| Integrated Investment Consultants, LLC | 8,748 | $1.09M | 0.22% | −21−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,766 | $1.09M | 0.00% | −2,368−21.3% | Reduced |
| Pictet & Cie (Europe) SA | 8,890 | $1.11M | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 8,912 | $1.11M | 0.01% | −609−6.4% | Reduced |
| GAMMA Investing LLC | 8,945 | $1.11M | 0.08% | +1,039+13.1% | Added |
| RIA Advisory Group LLC | 8,954 | $1.11M | 0.36% | +8,954 | New |
| Harvest Fund Management Co., Ltd | 8,995 | $1.12M | 0.06% | +3,357+59.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,920 | $1.12M | 0.06% | +9,920 | New |
| EP Wealth Advisors, LLC | 9,091 | $1.13M | 0.01% | −275−2.9% | Reduced |
| Qtron Investments LLC | 9,184 | $1.14M | 0.17% | +786+9.4% | Added |
| Brighton Jones LLC | 9,297 | $1.16M | 0.04% | −793−7.9% | Reduced |
| Aptus Capital Advisors, LLC | 9,318 | $1.16M | 0.01% | +4,517+94.1% | Added |
| Resonant Capital Advisors, LLC | 9,390 | $1.17M | 0.08% | +54+0.6% | Added |
| Occidental Asset Management, LLC | 9,534 | $1.19M | 0.18% | +1,600+20.2% | Added |
| Glenview Trust Co | 9,537 | $1.19M | 0.02% | −212−2.2% | Reduced |
| Gilbert & Cook, Inc. | 9,549 | $1.19M | 0.17% | +190+2.0% | Added |
| Harmony Asset Management LLC | 9,739 | $1.21M | 0.51% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,807 | $1.22M | 0.01% | −715−6.8% | Reduced |
| Atomi Financial Group, Inc. | 9,815 | $1.22M | 0.06% | +1,516+18.3% | Added |
| Monte Financial Group, LLC | 10,428 | $1.22M | 0.54% | +170+1.7% | Added |
| Quantbot Technologies LP | 9,850 | $1.23M | 0.04% | −61,349−86.2% | Reduced |
| Vinva Investment Management Ltd | 10,055 | $1.24M | 0.05% | +2,716+37.0% | Added |
| Manchester Capital Management LLC | 9,942 | $1.24M | 0.15% | +193+2.0% | Added |
| Concurrent Investment Advisors, LLC | 9,945 | $1.24M | 0.03% | +746+8.1% | Added |
| Novem Group | 9,949 | $1.24M | 0.17% | +2,397+31.7% | Added |
| Park Avenue Securities LLC | 9,996 | $1.24M | 0.02% | +1,074+12.0% | Added |
| Brinker Capital Investments, LLC | 10,109 | $1.26M | 0.01% | +6,841+209.3% | Added |
| Orion Portfolio Solutions, LLC | 10,109 | $1.26M | 0.01% | +6,841+209.3% | Added |
| Invst, LLC | 10,127 | $1.26M | 0.17% | −247−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,304 | $1.28M | 0.01% | +3,756+57.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 10,391 | $1.29M | 0.70% | −939−8.3% | Reduced |
| JSF Financial, LLC | 10,395 | $1.29M | 0.34% | −131−1.2% | Reduced |
| Unigestion Holding SA | 10,428 | $1.30M | 0.08% | +6,198+146.5% | Added |
| Twin Capital Management Inc | 10,441 | $1.30M | 0.15% | −66−0.6% | Reduced |
| VGI Partners Ltd | 10,464 | $1.30M | 0.13% | +10,464 | New |
| E. Ohman J:or Asset Management AB | 10,470 | $1.30M | 0.03% | −1,200−10.3% | Reduced |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.31M | 0.88% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,568 | $1.31M | 0.07% | −779−6.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 10,600 | $1.32M | 0.50% | 00.0% | Unchanged |
| ING Groep NV | 10,645 | $1.32M | 0.01% | −82−0.8% | Reduced |
| Benchmark Investment Advisors LLC | 10,648 | $1.32M | 0.86% | −5,893−35.6% | Reduced |
| Ostrum Asset Management | 10,724 | $1.33M | 0.07% | −285−2.6% | Reduced |
| Proficio Capital Partners LLC | 10,805 | $1.34M | 0.10% | −64−0.6% | Reduced |
| Norden Group LLC | 10,834 | $1.35M | 0.16% | −567−5.0% | Reduced |
| Chaney Capital Management, Inc. | 10,864 | $1.35M | 0.60% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10,891 | $1.35M | 0.04% | +10,891 | New |
| Wedbush Securities Inc | 10,997 | $1.37M | 0.05% | −682−5.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,016 | $1.37M | 0.09% | +2,162+24.4% | Added |
| New Mexico Educational Retirement Board | 11,100 | $1.38M | 0.05% | −200−1.8% | Reduced |
| Strategy Asset Managers LLC | 11,135 | $1.39M | 0.29% | +5,233+88.7% | Added |
| Colony Group, LLC | 11,149 | $1.39M | 0.00% | +547+5.2% | Added |
| Maryland State Retirement & Pension System | 11,163 | $1.39M | 0.03% | −1,588−12.5% | Reduced |
| IPG Investment Advisors LLC | 11,228 | $1.40M | 0.32% | +11,228 | New |
| Highland Capital Management, LLC | 11,251 | $1.40M | 0.08% | +11,251 | New |
| Norinchukin Bank, The | 11,364 | $1.41M | 0.03% | +1,398+14.0% | Added |
| Mizuho Markets Americas LLC | 11,413 | $1.42M | 0.03% | −14,197−55.4% | Reduced |
| Tower Research Capital LLC (TRC) | 11,453 | $1.42M | 0.04% | −5,217−31.3% | Reduced |
| Tributary Capital Management, LLC | 11,482 | $1.43M | 0.12% | −2,114−15.5% | Reduced |
| GAM Holding AG | 11,497 | $1.43M | 0.11% | +1,468+14.6% | Added |
| Sepio Capital, LP | 11,582 | $1.44M | 0.11% | −4,562−28.3% | Reduced |
| Compass Ion Advisors, LLC | 11,669 | $1.45M | 0.17% | +7+0.1% | Added |
| Hunter Associates Investment Management LLC | 11,820 | $1.47M | 0.23% | −1,535−11.5% | Reduced |