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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 196 | $21.0K | 0.00% | −3,005−93.9% | Reduced |
| Solstein Capital, LLC | 192 | $21.3K | 0.01% | +192 | New |
| Quarry LP | 198 | $22.0K | 0.01% | +198 | New |
| Capital Advisors, Ltd. LLC | 198 | $22.0K | 0.00% | −20−9.2% | Reduced |
| Piscataqua Savings Bank | 204 | $22.6K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 214 | $23.7K | 0.00% | +214 | New |
| Meeder Asset Management Inc | 221 | $24.5K | 0.00% | +221 | New |
| Kings Path Partners LLC | 231 | $25.6K | 0.01% | 00.0% | Unchanged |
| Motco | 293 | $26.8K | 0.00% | +293 | New |
| GW&K Investment Management, LLC | 243 | $27.0K | 0.00% | −176−42.0% | Reduced |
| Ancora Advisors, LLC | 245 | $27.2K | 0.00% | +22+9.9% | Added |
| Sound Income Strategies, LLC | 253 | $28.1K | 0.00% | −848−77.0% | Reduced |
| Bares Capital Management, Inc. | 259 | $28.7K | 0.00% | +46+21.6% | Added |
| St Germain D J Co Inc | 267 | $29.6K | 0.00% | +200+298.5% | Added |
| Darwin Advisors, LLC | 270 | $30.0K | 0.01% | −499−64.9% | Reduced |
| Sunbelt Securities, Inc. | 300 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 332 | $36.8K | 0.03% | +305+1,129.6% | Added |
| SBI Securities Co., Ltd. | 344 | $38.1K | 0.00% | −110−24.2% | Reduced |
| Leonteq Securities AG | 344 | $38.1K | 0.00% | +285+483.1% | Added |
| Hemington Wealth Management | 366 | $40.0K | 0.01% | +23+6.7% | Added |
| Garde Capital, Inc. | 371 | $41.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 387 | $42.9K | 0.01% | +1+0.3% | Added |
| Raiffeisen Bank International AG | 400 | $43.4K | 0.00% | −133−25.0% | Reduced |
| Johnson Financial Group, Inc. | 396 | $43.9K | 0.00% | −413−51.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 399 | $44.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $44.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $45.5K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 424 | $47.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 436 | $48.3K | 0.00% | +123+39.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 446 | $49.0K | 0.00% | +446 | New |
| Intelligent Financial Strategies | 445 | $49.3K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 454 | $50.0K | 0.03% | +454 | New |
| Colonial Trust Co | 466 | $51.7K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 470 | $52.1K | 0.01% | +28+6.3% | Added |
| Cheviot Value Management, LLC | 600 | $56.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 515 | $57.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 524 | $58.1K | 0.01% | −3,071−85.4% | Reduced |
| Asset Dedication, LLC | 525 | $58.2K | 0.00% | +19+3.8% | Added |
| Smartleaf Asset Management LLC | 537 | $58.8K | 0.01% | −211−28.2% | Reduced |
| SRS Capital Advisors, Inc. | 507 | $59.1K | 0.00% | +3+0.6% | Added |
| Generali Investments, Management Co LLC | 542 | $60.0K | 0.01% | +542 | New |
| TD Waterhouse Canada Inc. | 551 | $60.0K | 0.00% | −15,238−96.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 589 | $65.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 617 | $68.0K | 0.05% | +617 | New |
| Eastern Bank | 618 | $68.5K | 0.00% | +453+274.5% | Added |
| Assetmark, Inc | 623 | $69.1K | 0.00% | +408+189.8% | Added |
| Crews Bank & Trust | 655 | $72.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 678 | $73.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $74.1K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $74.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 676 | $74.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 677 | $75.0K | 0.04% | −260−27.7% | Reduced |
| Cromwell Holdings LLC | 723 | $80.2K | 0.05% | +10+1.4% | Added |
| Versant Capital Management, Inc | 735 | $81.5K | 0.01% | +3+0.4% | Added |
| Park Place Capital Corp | 776 | $84.5K | 0.02% | −181−18.9% | Reduced |
| Bryn Mawr Trust Co | 779 | $86.4K | 0.00% | +2+0.3% | Added |
| Parkside Financial Bank & Trust | 783 | $86.8K | 0.01% | +9+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 799 | $88.5K | 0.03% | −65−7.5% | Reduced |
| Orion Capital Management LLC | 807 | $89.5K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 828 | $91.8K | 0.00% | +828 | New |
| Ronald Blue Trust, Inc. | 868 | $96.2K | 0.00% | −134−13.4% | Reduced |
| Massmutual Trust Co FSB | 890 | $98.7K | 0.00% | +176+24.6% | Added |
| Headlands Technologies LLC | 902 | $100.0K | 0.01% | +902 | New |
| Cary Street Partners Financial LLC | 933 | $103.4K | 0.00% | +353+60.9% | Added |
| Maseco LLP | 979 | $108.5K | 0.00% | +979 | New |
| Glen Eagle Advisors, LLC | 1,000 | $110.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,045 | $115.9K | 0.01% | +223+27.1% | Added |
| Ci Investments Inc. | 1,075 | $119.0K | 0.00% | +74+7.4% | Added |
| Private Wealth Asset Management, LLC | 1,134 | $125.7K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,176 | $130.4K | 0.04% | +6+0.5% | Added |
| Montag A & Associates Inc | 1,177 | $130.5K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1,200 | $133.0K | 0.06% | +1,199+119,900.0% | Added |
| Harbour Investments, Inc. | 1,210 | $134.2K | 0.00% | +1,118+1,215.2% | Added |
| Penserra Capital Management LLC | 1,326 | $146.0K | 0.00% | −19,516−93.6% | Reduced |
| Promus Capital, LLC | 1,323 | $146.7K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,353 | $150.0K | 0.01% | −62−4.4% | Reduced |
| Trust Co of Vermont | 1,401 | $155.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,495 | $165.8K | 0.00% | −40−2.6% | Reduced |
| GeoWealth Management, LLC | 1,689 | $187.3K | 0.01% | +483+40.0% | Added |
| Virtus ETF Advisers LLC | 1,724 | $191.1K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,792 | $198.7K | 0.00% | +52+3.0% | Added |
| Gitterman Wealth Management, LLC | 1,798 | $199.4K | 0.05% | +1,798 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $199.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,818 | $201.6K | 0.07% | +1,818 | New |
| Fifth Third Wealth Advisors LLC | 1,846 | $204.7K | 0.01% | −36−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,849 | $205.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,902 | $210.9K | 0.01% | +108+6.0% | Added |
| Spirepoint Private Client, LLC | 1,909 | $211.7K | 0.02% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 2,294 | $212.7K | 0.08% | +228+11.0% | Added |
| RFP Financial Group LLC | 1,925 | $213.5K | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,932 | $214.2K | 0.02% | −86−4.3% | Reduced |
| Barr E S & Co | 1,937 | $214.8K | 0.01% | +1,937 | New |
| Kovitz Investment Group Partners, LLC | 1,946 | $215.8K | 0.00% | −858−30.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,951 | $216.3K | 0.10% | +88+4.7% | Added |
| Pensionmark Financial Group, LLC | 1,954 | $216.6K | 0.00% | +1,954 | New |
| Commerzbank Aktiengesellschaft | 1,952 | $217.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,995 | $217.7K | 0.05% | +132+7.1% | Added |
| MAI Capital Management | 1,968 | $218.2K | 0.00% | +161+8.9% | Added |
| Impact Capital Partners LLC | 1,982 | $219.7K | 0.07% | +72+3.8% | Added |
| Wood Tarver Financial Group, LLC | 1,984 | $220.0K | 0.07% | 00.0% | Unchanged |