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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, Q2 2025

Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
931
+32 vs. Q1 2025
Shares held
266.5M
+47.3M (+21.6%) vs. Q1 2025
Total value
$29.5B
+$2.29B (+8.4%) vs. Q1 2025
New holders
132
370 more added
Sold out
100
307 more reduced

12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 931 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 heldQ2 2025: $29.5B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2025.

Institutions holding BRO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd216$700.00%−119−35.5%Reduced
Rakuten Securities, Inc.1$1110.00%−63−98.4%Reduced
Bartlett & Co. Wealth Management LLC1$1110.00%−1−50.0%Reduced
DecisionPoint Financial, LLC4$4360.00%+4New
Rialto Wealth Management, LLC5$5550.00%+1+25.0%Added
Quaker Wealth Management, LLC5$5550.00%+5New
WestEnd Advisors, LLC6$6650.00%−1−14.3%Reduced
Parkworth Wealth Management, Inc.6$6650.00%00.0%Unchanged
UMA Financial Services, Inc.6$6660.00%+6New
American Capital Advisory, LLC7$7770.00%+5+250.0%Added
Salomon & Ludwin, LLC8$8620.00%−33−80.5%Reduced
WealthTrak Capital Management LLC8$8870.00%00.0%Unchanged
Bare Financial Services, Inc8$8870.00%00.0%Unchanged
HFM Investment Advisors, LLC9$9980.00%+5+125.0%Added
Stephens Consulting, LLC9$9980.00%+9New
Wolff Wiese Magana LLC10$1.11K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.11$1.22K0.00%00.0%Unchanged
Horizon Financial Services, LLC12$1.33K0.00%00.0%Unchanged
Clark Wealth Partners13$1.44K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC13$1.44K0.00%+6+85.7%Added
True Wealth Design, LLC13$1.44K0.00%−2−13.3%Reduced
Kilter Group LLC13$1.44K0.00%+13New
Financial Management Professionals, Inc.14$1.55K0.00%−21−60.0%Reduced
Essential Partners LLC14$1.55K0.00%+14New
DT Investment Partners, LLC15$1.66K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$1.89K0.00%−14−45.2%Reduced
Crowley Wealth Management, Inc.17$1.89K0.00%00.0%Unchanged
Dunhill Financial, LLC17$1.91K0.00%00.0%Unchanged
First United Bank Trust19$2.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc20$2.22K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.20$2.22K0.00%+20New
First Command Advisory Services, Inc.23$2.55K0.00%00.0%Unchanged
LRI Investments, LLC24$2.61K0.00%+1+4.3%Added
Sittner & Nelson, LLC25$2.77K0.00%00.0%Unchanged
Princeton Global Asset Management LLC28$3.10K0.00%+28New
Raffa Wealth Management, LLC31$3.44K0.00%00.0%Unchanged
CVA Family Office, LLC34$3.77K0.00%−18−34.6%Reduced
Tortoise Investment Management, LLC35$3.88K0.00%+2+6.1%Added
Sachetta, LLC38$4.21K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp38$4.21K0.00%+38New
Abound Wealth Management39$4.32K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.39$4.32K0.00%+1+2.6%Added
YANKCOM Partnership40$4.43K0.00%+40New
Geneos Wealth Management Inc.40$4.43K0.00%+4+11.1%Added
Cornerstone Planning Group LLC52$4.77K0.00%+22+73.3%Added
Activest Wealth Management44$4.88K0.00%−4−8.3%Reduced
JDM Financial Group LLC45$4.99K0.00%00.0%Unchanged
Bellevue Asset Management, LLC46$5.10K0.00%−3−6.1%Reduced
Prestige Wealth Management Group LLC46$5.10K0.00%00.0%Unchanged
AdvisorNet Financial, Inc47$5.21K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.48$5.32K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC50$5.54K0.00%+42+525.0%Added
Howard Hughes Medical Institute51$5.65K0.00%+51New
City State Bank54$5.99K0.00%00.0%Unchanged
Avion Wealth55$6.00K0.00%+10+22.2%Added
Central Trust Co57$6.32K0.00%00.0%Unchanged
MV Capital Management, Inc.57$6.32K0.00%00.0%Unchanged
Evelyn Partners Investment Management LLP57$6.32K0.00%+57New
Creative Capital Management Investments LLC61$6.76K0.00%+61New
Trifecta Capital Advisors, LLC62$6.87K0.00%+38+158.3%Added
Hughes Financial Services, LLC77$7.07K0.00%+7+10.0%Added
Transce3nd, LLC66$7.32K0.00%−3−4.3%Reduced
First Pacific Financial68$7.54K0.00%+24+54.5%Added
Copia Wealth Management70$7.76K0.01%00.0%Unchanged
Millstone Evans Group, LLC71$7.87K0.01%−31−30.4%Reduced
Park Square Financial Group, LLC72$7.98K0.01%00.0%Unchanged
GFG Capital, LLC73$8.09K0.00%+73New
Fortitude Family Office, LLC80$8.87K0.00%+23+40.4%Added
Carolina Wealth Advisors, LLC84$9.31K0.00%00.0%Unchanged
MTM Investment Management, LLC85$9.42K0.00%+85New
Greykasell Wealth Strategies, Inc.88$9.76K0.00%00.0%Unchanged
Westside Investment Management, Inc.91$9.91K0.00%+91New
Sierra Ocean, LLC90$10.0K0.01%00.0%Unchanged
Duncker Streett & Co Inc93$10.3K0.00%00.0%Unchanged
Spire Wealth Management100$11.1K0.00%−1,041−91.2%Reduced
HHM Wealth Advisors, LLC100$11.1K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.106$11.8K0.00%−16−13.1%Reduced
Whipplewood Advisors, LLC107$11.9K0.01%−88−45.1%Reduced
NewSquare Capital LLC109$12.1K0.00%−7−6.0%Reduced
Tompkins Financial Corp111$12.3K0.00%+111New
Private Wealth Management Group, LLC113$12.5K0.00%+28+32.9%Added
Farmers & Merchants Investments Inc120$13.3K0.00%+5+4.3%Added
Accredited Wealth Management, LLC124$13.7K0.01%00.0%Unchanged
Creative Financial Designs Inc124$13.8K0.00%+10+8.8%Added
Rise Advisors, LLC129$14.3K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC134$14.9K0.02%−12−8.2%Reduced
Rocky Mountain Advisers, LLC136$15.1K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.142$15.7K0.00%+142New
Twin Peaks Wealth Advisors, LLC171$16.2K0.01%+171New
Red Tortoise LLC147$16.3K0.01%00.0%Unchanged
Truvestments Capital LLC149$16.5K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC150$16.6K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC154$17.1K0.00%00.0%Unchanged
South State Corp.166$18.4K0.00%−88−34.6%Reduced
Rothschild Investment LLC167$18.5K0.00%+26+18.4%Added
Marshall & Sterling Wealth Advisors Inc.171$18.9K0.01%−35−17.0%Reduced
Clearstead Advisors, LLC183$20.3K0.00%+177+2,950.0%Added
Key Financial Inc187$20.7K0.00%00.0%Unchanged
Clear Street Markets LLC189$21.0K0.01%+188+18,800.0%Added
Atlantic Trust, LLC189$21.0K0.00%+189New