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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
DRW Securities, LLC1,995$221.2K0.02%+1,995New
RBF Capital, LLC2,000$221.7K0.01%00.0%Unchanged
Strategic Wealth Partners, Ltd.2,005$222.3K0.02%+2,005New
Mechanics Bank Trust Department2,015$223.4K0.03%00.0%Unchanged
Insight Wealth Strategies, LLC2,056$224.0K0.03%−34,468−94.4%Reduced
Banque Cantonale Vaudoise2,026$225.0K0.01%−154−7.1%Reduced
Smith Shellnut Wilson LLC2,062$228.6K0.10%−1,677−44.9%Reduced
Transcend Wealth Collective, LLC2,093$232.1K0.02%−71−3.3%Reduced
Berkshire Asset Management LLC2,095$232.3K0.01%00.0%Unchanged
Douglass Winthrop Advisors, LLC2,100$232.8K0.00%00.0%Unchanged
Wolverine Trading, LLC2,133$233.7K0.01%+2,133New
ICONIQ Capital, LLC2,110$233.9K0.00%+109+5.4%Added
Quotient Wealth Partners, LLC2,115$234.5K0.01%+175+9.0%Added
Smithfield Trust Co2,149$238.0K0.01%−12−0.6%Reduced
MBB Public Markets I LLC2,147$238.0K0.03%−487−18.5%Reduced
Kavar Capital Partners Group, LLC2,188$242.6K0.03%00.0%Unchanged
Mizuho Markets Americas LLC2,192$243.0K0.01%−9,221−80.8%Reduced
Tradition Wealth Management, LLC2,212$245.3K0.02%+9+0.4%Added
Hamilton Capital Partners Inc.2,213$245.4K0.01%−804−26.6%Reduced
Quadrant Capital Group LLC2,215$245.6K0.01%+48+2.2%Added
Kestra Private Wealth Services, LLC2,239$248.2K0.00%−4,633−67.4%Reduced
Atria Wealth Solutions, Inc.2,239$248.2K0.01%+2,239New
Voleon Capital Management LP2,259$250.5K0.01%+2,259New
Fulton Bank, N.A.2,265$251.1K0.01%+31+1.4%Added
Trinity Financial Advisors LLC2,278$252.6K0.08%00.0%Unchanged
Burling Wealth Partners, LLC2,284$253.2K0.05%−186−7.5%Reduced
Evelyn Partners Investment Management Services Ltd2,286$253.4K0.04%−471−17.1%Reduced
First Affirmative Financial Network2,293$254.2K0.13%−86−3.6%Reduced
Moloney Securities Asset Management, LLC2,296$254.6K0.03%00.0%Unchanged
NBC Securities, Inc.2,314$256.0K0.02%00.0%Unchanged
Tocqueville Asset Management L.P.2,327$258.0K0.00%00.0%Unchanged
Corton Capital Inc.2,337$259.1K0.30%+2,337New
Wealthspire Advisors, LLC2,374$263.2K0.00%+260+12.3%Added
Level Four Advisory Services, LLC2,375$263.3K0.01%+326+15.9%Added
MSH Capital Advisors LLC2,378$263.6K0.08%+4+0.2%Added
Tiemann Investment Advisors, LLC2,380$263.9K0.11%00.0%Unchanged
Covenant Partners, LLC2,383$264.2K0.08%00.0%Unchanged
Copperwynd Financial, LLC2,394$265.4K0.07%+136+6.0%Added
Catalyst Funds Management Pty Ltd2,400$266.1K0.07%+2,400New
NorthRock Partners, LLC2,421$268.4K0.01%−109−4.3%Reduced
Boston Family Office LLC2,430$269.0K0.02%+80+3.4%Added
Foundations Investment Advisors, LLC2,455$272.2K0.00%+2,455New
Callahan Advisors, LLC2,458$272.5K0.02%00.0%Unchanged
Tower Wealth Partners, Inc.2,464$273.2K0.16%+108+4.6%Added
Axq Capital, LP2,469$273.7K0.09%+2,469New
Mather Group, LLC.2,496$276.7K0.00%−141−5.3%Reduced
Angeles Wealth Management, LLC2,501$277.3K0.02%+359+16.8%Added
Parallel Advisors, LLC2,508$278.1K0.01%+103+4.3%Added
Moneta Group Investment Advisors LLC2,523$279.7K0.00%+24+1.0%Added
CWM Advisors, LLC2,561$283.9K0.03%−9−0.4%Reduced
Equitable Holdings, Inc.2,565$284.4K0.00%+2,565New
Clarius Group, LLC2,580$286.0K0.02%−7−0.3%Reduced
Apollon Wealth Management, LLC2,612$289.6K0.01%−156−5.6%Reduced
Regions Financial Corp2,630$291.6K0.00%+295+12.6%Added
Wedmont Private Capital2,713$293.4K0.01%−321−10.6%Reduced
Phillips Wealth Planners LLC2,745$294.4K0.27%+86+3.2%Added
Otter Creek Advisors, LLC2,671$296.1K0.22%−12,716−82.6%Reduced
Ewa, LLC2,727$302.3K0.10%+17+0.6%Added
Trust Asset Management LLC2,729$302.6K0.02%00.0%Unchanged
Merit Financial Group, LLC2,735$303.2K0.00%+150+5.8%Added
Ritholtz Wealth Management2,738$303.5K0.01%+686+33.4%Added
Cigna Investments Inc2,736$304.0K0.05%+243+9.7%Added
Somerville Kurt F2,750$304.9K0.05%−250−8.3%Reduced
Resources Investment Advisors, LLC.2,786$308.9K0.00%+2,786New
J. Safra Sarasin Holding AG2,792$309.5K0.01%−19,941−87.7%Reduced
Argent Trust Co2,794$309.8K0.01%−1,146−29.1%Reduced
Net Worth Advisory Group2,804$310.9K0.07%+115+4.3%Added
Triangle Securities Wealth Management2,861$317.2K0.08%+2,861New
Mattern Wealth Management LLC2,878$319.1K0.07%00.0%Unchanged
Custom Index Systems, LLC2,884$319.7K0.15%+1,247+76.2%Added
Operose Advisors LLC2,900$321.5K0.09%00.0%Unchanged
Sepio Capital, LP2,920$323.7K0.02%−8,662−74.8%Reduced
Hudson Bay Capital Management LP2,931$325.0K0.00%+2,931New
Farther Finance Advisors, LLC2,942$326.1K0.01%−176−5.6%Reduced
R Squared Ltd2,948$326.8K0.18%+2,948New
Alliance Wealth Advisors, LLC2,975$329.8K0.08%−749−20.1%Reduced
Harvest Fund Management Co., Ltd2,973$330.0K0.02%−6,022−66.9%Reduced
Burney Co2,985$330.9K0.01%−125−4.0%Reduced
Frank, Rimerman Advisors LLC3,049$338.0K0.02%−497−14.0%Reduced
Kingswood Wealth Advisors, LLC3,088$342.4K0.03%+98+3.3%Added
Optimize Financial Inc3,115$345.4K0.21%−22−0.7%Reduced
Legacy Wealth Asset Management, LLC3,119$345.8K0.09%−551−15.0%Reduced
Silver Oak Securities, Inc3,186$353.2K0.03%−2,068−39.4%Reduced
Baker Tilly Wealth Management, LLC3,198$354.5K0.13%−3,195−50.0%Reduced
Anchor Investment Management, LLC3,251$360.4K0.03%00.0%Unchanged
Brendel Financial Advisors LLC3,278$363.0K0.20%−30,836−90.4%Reduced
Exchange Traded Concepts, LLC3,304$366.3K0.00%+2,817+578.4%Added
Stonebridge Capital Advisors LLC3,307$366.6K0.03%−23−0.7%Reduced
Graypoint LLC3,348$371.2K0.02%+140+4.4%Added
United Capital Financial Advisers, LLC3,365$373.1K0.00%−133−3.8%Reduced
Kathmere Capital Management, LLC3,374$374.1K0.03%+9+0.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC3,400$377.0K0.00%+3,400New
Canada Post Corp Registered Pension Plan3,410$378.1K0.02%+3,410New
Sagespring Wealth Partners, LLC3,443$381.7K0.01%−210−5.7%Reduced
Global Retirement Partners, LLC3,447$382.1K0.01%+3,447New
CWA Asset Management Group, LLC3,500$388.0K0.02%+193+5.8%Added
Meeder Advisory Services, Inc.3,507$388.8K0.02%+171+5.1%Added
Checchi Capital Advisers, LLC3,508$388.9K0.03%+41+1.2%Added
Procyon Private Wealth Partners, LLC3,537$392.1K0.04%−19,867−84.9%Reduced
CWC Advisors, LLC.3,542$392.7K0.20%+3,542New