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 |
|---|---|---|---|---|---|
| Ewing Morris & Co. Investment Partners Ltd. | 8,932 | $1.60M | 0.50% | +8,932 | New |
| Louisiana State Employees Retirement System | 12,800 | $1.59M | 0.03% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 12,761 | $1.59M | 1.40% | 00.0% | Unchanged |
| Cullinan Associates Inc | 12,500 | $1.55M | 0.11% | −500−3.8% | Reduced |
| Securian Asset Management, Inc | 12,464 | $1.55M | 0.05% | −202−1.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 12,276 | $1.53M | 0.22% | +50.0% | Added |
| Cross Staff Investments Inc | 12,000 | $1.49M | 1.13% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 11,844 | $1.47M | 0.32% | +167+1.4% | Added |
| Price Capital Management, Inc. | 11,840 | $1.47M | 3.72% | +11,840 | New |
| Mercer Global Advisors Inc | 11,836 | $1.47M | 0.00% | +2,651+28.9% | Added |
| Avantax Advisory Services, Inc. | 11,833 | $1.47M | 0.01% | +4,589+63.3% | Added |
| Hunter Associates Investment Management LLC | 11,820 | $1.47M | 0.23% | −1,535−11.5% | Reduced |
| Compass Ion Advisors, LLC | 11,669 | $1.45M | 0.17% | +7+0.1% | Added |
| Sepio Capital, LP | 11,582 | $1.44M | 0.11% | −4,562−28.3% | Reduced |
| GAM Holding AG | 11,497 | $1.43M | 0.11% | +1,468+14.6% | Added |
| Tributary Capital Management, LLC | 11,482 | $1.43M | 0.12% | −2,114−15.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,453 | $1.42M | 0.04% | −5,217−31.3% | Reduced |
| Mizuho Markets Americas LLC | 11,413 | $1.42M | 0.03% | −14,197−55.4% | Reduced |
| Norinchukin Bank, The | 11,364 | $1.41M | 0.03% | +1,398+14.0% | Added |
| Highland Capital Management, LLC | 11,251 | $1.40M | 0.08% | +11,251 | New |
| IPG Investment Advisors LLC | 11,228 | $1.40M | 0.32% | +11,228 | New |
| Maryland State Retirement & Pension System | 11,163 | $1.39M | 0.03% | −1,588−12.5% | Reduced |
| Colony Group, LLC | 11,149 | $1.39M | 0.00% | +547+5.2% | Added |
| Strategy Asset Managers LLC | 11,135 | $1.39M | 0.29% | +5,233+88.7% | Added |
| New Mexico Educational Retirement Board | 11,100 | $1.38M | 0.05% | −200−1.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,016 | $1.37M | 0.09% | +2,162+24.4% | Added |
| Wedbush Securities Inc | 10,997 | $1.37M | 0.05% | −682−5.8% | Reduced |
| Baker Avenue Asset Management, LP | 10,891 | $1.35M | 0.04% | +10,891 | New |
| Chaney Capital Management, Inc. | 10,864 | $1.35M | 0.60% | 00.0% | Unchanged |
| Norden Group LLC | 10,834 | $1.35M | 0.16% | −567−5.0% | Reduced |
| Proficio Capital Partners LLC | 10,805 | $1.34M | 0.10% | −64−0.6% | Reduced |
| Ostrum Asset Management | 10,724 | $1.33M | 0.07% | −285−2.6% | Reduced |
| Benchmark Investment Advisors LLC | 10,648 | $1.32M | 0.86% | −5,893−35.6% | Reduced |
| ING Groep NV | 10,645 | $1.32M | 0.01% | −82−0.8% | Reduced |
| Greenfield Seitz Capital Management, LLC | 10,600 | $1.32M | 0.50% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,568 | $1.31M | 0.07% | −779−6.9% | Reduced |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.31M | 0.88% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,470 | $1.30M | 0.03% | −1,200−10.3% | Reduced |
| VGI Partners Ltd | 10,464 | $1.30M | 0.13% | +10,464 | New |
| Twin Capital Management Inc | 10,441 | $1.30M | 0.15% | −66−0.6% | Reduced |
| Unigestion Holding SA | 10,428 | $1.30M | 0.08% | +6,198+146.5% | Added |
| JSF Financial, LLC | 10,395 | $1.29M | 0.34% | −131−1.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 10,391 | $1.29M | 0.70% | −939−8.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,304 | $1.28M | 0.01% | +3,756+57.4% | Added |
| Invst, LLC | 10,127 | $1.26M | 0.17% | −247−2.4% | Reduced |
| 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 |
| Park Avenue Securities LLC | 9,996 | $1.24M | 0.02% | +1,074+12.0% | Added |
| Novem Group | 9,949 | $1.24M | 0.17% | +2,397+31.7% | Added |
| Concurrent Investment Advisors, LLC | 9,945 | $1.24M | 0.03% | +746+8.1% | Added |
| Manchester Capital Management LLC | 9,942 | $1.24M | 0.15% | +193+2.0% | Added |
| Vinva Investment Management Ltd | 10,055 | $1.24M | 0.05% | +2,716+37.0% | Added |
| Quantbot Technologies LP | 9,850 | $1.23M | 0.04% | −61,349−86.2% | Reduced |
| Monte Financial Group, LLC | 10,428 | $1.22M | 0.54% | +170+1.7% | Added |
| Atomi Financial Group, Inc. | 9,815 | $1.22M | 0.06% | +1,516+18.3% | Added |
| Integrated Wealth Concepts LLC | 9,807 | $1.22M | 0.01% | −715−6.8% | Reduced |
| Harmony Asset Management LLC | 9,739 | $1.21M | 0.51% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 9,549 | $1.19M | 0.17% | +190+2.0% | Added |
| Glenview Trust Co | 9,537 | $1.19M | 0.02% | −212−2.2% | Reduced |
| Occidental Asset Management, LLC | 9,534 | $1.19M | 0.18% | +1,600+20.2% | Added |
| Resonant Capital Advisors, LLC | 9,390 | $1.17M | 0.08% | +54+0.6% | Added |
| Aptus Capital Advisors, LLC | 9,318 | $1.16M | 0.01% | +4,517+94.1% | Added |
| Brighton Jones LLC | 9,297 | $1.16M | 0.04% | −793−7.9% | Reduced |
| Qtron Investments LLC | 9,184 | $1.14M | 0.17% | +786+9.4% | Added |
| EP Wealth Advisors, LLC | 9,091 | $1.13M | 0.01% | −275−2.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,920 | $1.12M | 0.06% | +9,920 | New |
| Harvest Fund Management Co., Ltd | 8,995 | $1.12M | 0.06% | +3,357+59.5% | Added |
| RIA Advisory Group LLC | 8,954 | $1.11M | 0.36% | +8,954 | New |
| GAMMA Investing LLC | 8,945 | $1.11M | 0.08% | +1,039+13.1% | Added |
| Commerce Bank | 8,912 | $1.11M | 0.01% | −609−6.4% | Reduced |
| Pictet & Cie (Europe) SA | 8,890 | $1.11M | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,766 | $1.09M | 0.00% | −2,368−21.3% | Reduced |
| Integrated Investment Consultants, LLC | 8,748 | $1.09M | 0.22% | −21−0.2% | Reduced |
| Equitable Trust Co | 8,482 | $1.06M | 0.06% | −3,213−27.5% | Reduced |
| Portside Wealth Group, LLC | 8,464 | $1.05M | 0.17% | +385+4.8% | Added |
| Vident Advisory, LLC | 8,388 | $1.04M | 0.02% | +4,042+93.0% | Added |
| Tokio Marine Asset Management Co Ltd | 8,284 | $1.03M | 0.04% | +782+10.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $1.03M | 0.59% | −139−1.7% | Reduced |
| S-Bank Fund Management Ltd | 7,974 | $992.0K | 0.19% | +7,974 | New |
| Centennial Bank | 7,889 | $981.4K | 0.47% | −129−1.6% | Reduced |
| Brookstone Capital Management | 7,883 | $980.6K | 0.01% | +332+4.4% | Added |
| Principal Securities, Inc. | 9,218 | $940.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,548 | $939.0K | 0.01% | +12+0.2% | Added |
| Spears Abacus Advisors LLC | 7,525 | $936.1K | 0.02% | +20.0% | Added |
| Nomura Holdings Inc | 7,502 | $933.2K | 0.00% | −11,958−61.4% | Reduced |
| Hyperion Capital Advisors LP | 7,500 | $933.0K | 0.51% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,424 | $923.6K | 0.01% | +146+2.0% | Added |
| Holland Advisory Services, Inc. | 7,373 | $917.2K | 1.39% | +9+0.1% | Added |
| Capital International Sarl | 7,330 | $911.9K | 0.02% | +7,330 | New |
| Atlas Legacy Advisors, LLC | 7,180 | $893.2K | 0.23% | −2,027−22.0% | Reduced |
| Callan Family Office, LLC | 7,070 | $879.5K | 0.07% | −3,179−31.0% | Reduced |
| Arkadios Wealth Advisors | 6,962 | $866.1K | 0.03% | +6,962 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,944 | $863.8K | 0.06% | +6,944 | New |
| Investment Management Corp of Ontario | 6,880 | $855.9K | 0.02% | +6,880 | New |
| Kestra Private Wealth Services, LLC | 6,872 | $854.9K | 0.01% | +389+6.0% | Added |
| Golden State Equity Partners | 6,844 | $851.5K | 0.17% | −1,032−13.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,844 | $851.4K | 0.07% | −1,555−18.5% | Reduced |
| Xcel Wealth Management, LLC | 6,834 | $850.1K | 0.26% | +550+8.8% | Added |
| Fifth Third Bancorp | 6,807 | $846.8K | 0.00% | +450+7.1% | Added |
| Board of the Pension Protection Fund | 6,800 | $845.9K | 0.97% | +5,800+580.0% | Added |