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 |
|---|---|---|---|---|---|
| Cynosure Management, LLC | 3,556 | $394.3K | 0.04% | +689+24.0% | Added |
| W.H. Cornerstone Investments Inc. | 3,561 | $394.8K | 0.25% | +5+0.1% | Added |
| Huntington National Bank | 3,561 | $394.8K | 0.00% | +636+21.7% | Added |
| Unique Wealth, LLC | 3,565 | $395.2K | 0.06% | −1,601−31.0% | Reduced |
| Intrust Bank NA | 3,613 | $400.6K | 0.04% | +241+7.1% | Added |
| Ballentine Partners, LLC | 3,672 | $407.1K | 0.01% | +24+0.7% | Added |
| Brighton Securities Corp. | 3,675 | $407.4K | 0.22% | −1,755−32.3% | Reduced |
| Profund Advisors LLC | 3,767 | $417.6K | 0.02% | +378+11.2% | Added |
| Prescott Group Capital Management, L.L.C. | 3,768 | $417.8K | 0.05% | +1,102+41.3% | Added |
| George Kaiser Family Foundation | 3,768 | $417.8K | 0.06% | +1,102+41.3% | Added |
| V-Square Quantitative Management LLC | 3,776 | $418.6K | 0.06% | +1,057+38.9% | Added |
| Florida Financial Advisors, LLC | 3,787 | $419.9K | 0.14% | +854+29.1% | Added |
| HighPoint Advisor Group LLC | 3,791 | $420.3K | 0.02% | −479−11.2% | Reduced |
| River Wealth Advisors LLC | 3,814 | $422.9K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,091 | $422.9K | 0.01% | −99−2.4% | Reduced |
| Outlook Wealth Advisors, LLC | 3,827 | $424.3K | 0.11% | −68−1.7% | Reduced |
| Wallace Advisory Group, LLC | 3,414 | $424.7K | 0.31% | +274+8.7% | Added |
| Somerset Trust Co | 3,884 | $430.6K | 0.14% | −58−1.5% | Reduced |
| Petrus Trust Company, LTA | 3,964 | $439.5K | 0.05% | +3,964 | New |
| Wetherby Asset Management Inc | 4,007 | $444.3K | 0.02% | +4,007 | New |
| Ossiam | 4,010 | $444.6K | 0.00% | −547−12.0% | Reduced |
| Brown Miller Wealth Management, LLC | 4,054 | $449.5K | 0.14% | −1,017−20.1% | Reduced |
| Belpointe Asset Management LLC | 4,055 | $449.6K | 0.02% | +202+5.2% | Added |
| Brown Advisory Inc | 4,063 | $450.5K | 0.00% | −180−4.2% | Reduced |
| Washington Trust Bank | 4,070 | $451.2K | 0.04% | −713−14.9% | Reduced |
| Phillips Financial Management, LLC | 4,127 | $457.7K | 0.03% | +16+0.4% | Added |
| Great Valley Advisor Group, Inc. | 4,140 | $458.7K | 0.01% | −2,458−37.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,142 | $459.2K | 0.01% | −7,311−63.8% | Reduced |
| Means Investment Co., Inc. | 4,151 | $460.3K | 0.04% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 4,153 | $460.4K | 0.38% | +4,153 | New |
| Prudential PLC | 4,186 | $464.1K | 0.00% | −11,743−73.7% | Reduced |
| Trust Point Inc. | 4,203 | $466.0K | 0.04% | −1,689−28.7% | Reduced |
| ASR Vermogensbeheer N.V. | 4,213 | $467.1K | 0.01% | −23−0.5% | Reduced |
| Private Advisor Group, LLC | 4,216 | $467.5K | 0.00% | −3,208−43.2% | Reduced |
| Gateway Investment Advisers LLC | 4,245 | $470.6K | 0.01% | −67−1.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $471.2K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 4,343 | $481.5K | 0.05% | 00.0% | Unchanged |
| Winton Group Ltd | 4,391 | $486.8K | 0.02% | +4,391 | New |
| Warren Averett Asset Management, LLC | 4,392 | $487.0K | 0.01% | +41+0.9% | Added |
| Change Path, LLC | 4,392 | $487.0K | 0.01% | +1,627+58.8% | Added |
| Axxcess Wealth Management, LLC | 4,405 | $488.4K | 0.01% | +152+3.6% | Added |
| Revisor Wealth Management LLC | 4,507 | $488.7K | 0.18% | +299+7.1% | Added |
| Ashton Thomas Private Wealth, LLC | 4,423 | $490.4K | 0.02% | +1,118+33.8% | Added |
| RMB Capital Management, LLC | 4,441 | $492.4K | 0.01% | +4,441 | New |
| Pine Valley Investments Ltd Liability Co | 4,449 | $493.3K | 0.03% | +100+2.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,452 | $493.6K | 0.00% | −650−12.7% | Reduced |
| Moment Partners, LLC | 4,496 | $498.5K | 0.09% | +72+1.6% | Added |
| Klingman & Associates, LLC | 4,499 | $498.8K | 0.03% | +60+1.4% | Added |
| Forum Private Client Group LLC | 4,592 | $509.1K | 0.20% | +7+0.2% | Added |
| Fidelis Capital Partners, LLC | 5,579 | $512.2K | 0.05% | +349+6.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,639 | $514.4K | 0.04% | −2,205−32.2% | Reduced |
| Journey Strategic Wealth LLC | 4,675 | $518.3K | 0.02% | +162+3.6% | Added |
| Forum Financial Management, LP | 4,728 | $524.2K | 0.01% | +14+0.3% | Added |
| Gen-Wealth Partners Inc | 4,738 | $525.3K | 0.20% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,801 | $532.3K | 0.00% | +138+3.0% | Added |
| Independent Financial Group, LLC | 4,802 | $532.4K | 0.01% | +1,912+66.2% | Added |
| Bullock Wealth Management Group | 5,034 | $548.4K | 0.29% | −124−2.4% | Reduced |
| Global X Japan Co., Ltd. | 4,993 | $553.6K | 0.06% | −719−12.6% | Reduced |
| Fayez Sarofim & Co | 4,998 | $554.1K | 0.00% | +208+4.3% | Added |
| Sandia Investment Management LP | 5,000 | $554.4K | 1.42% | +5,000 | New |
| Legacy Capital Wealth Partners, LLC | 5,183 | $574.6K | 0.13% | −156−2.9% | Reduced |
| Vestcor Inc | 5,183 | $575.0K | 0.02% | +910+21.3% | Added |
| Advisory Alpha, LLC | 5,189 | $575.4K | 0.02% | +1,093+26.7% | Added |
| Howland Capital Management LLC | 5,196 | $576.1K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,201 | $576.6K | 0.02% | +5,201 | New |
| MJP Associates Inc | 5,221 | $578.8K | 0.09% | −136−2.5% | Reduced |
| Advisor OS, LLC | 5,229 | $579.7K | 0.06% | −149−2.8% | Reduced |
| Ascent Group, LLC | 5,230 | $579.9K | 0.02% | −574−9.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,262 | $583.4K | 0.18% | −32−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 5,267 | $583.9K | 0.01% | +114+2.2% | Added |
| Venturi Wealth Management, LLC | 5,267 | $584.0K | 0.03% | −1,204−18.6% | Reduced |
| Arkadios Wealth Advisors | 5,406 | $599.4K | 0.02% | −1,556−22.3% | Reduced |
| Next Level Private LLC | 5,431 | $602.1K | 0.20% | +20.0% | Added |
| Mayflower Financial Advisors, LLC | 5,436 | $602.7K | 0.08% | −10.0% | Reduced |
| Allworth Financial LP | 5,499 | $609.7K | 0.00% | +4,539+472.8% | Added |
| SevenBridge Financial Group, LLC | 6,446 | $610.8K | 0.11% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,579 | $618.6K | 0.11% | −1,265−18.5% | Reduced |
| Hanlon Investment Management, Inc. | 5,589 | $619.7K | 0.44% | −574−9.3% | Reduced |
| Sowell Financial Services LLC | 5,626 | $623.7K | 0.03% | −90−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,741 | $636.5K | 0.03% | +5,741 | New |
| Skopos Labs, Inc. | 5,783 | $641.1K | 0.08% | +4,731+449.7% | Added |
| Blueshift Asset Management, LLC | 5,826 | $645.9K | 0.20% | +5,826 | New |
| Adviser Investments LLC | 5,888 | $652.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,901 | $654.3K | 0.00% | −804−12.0% | Reduced |
| Studio Investment Management LLC | 5,902 | $654.4K | 0.13% | −110−1.8% | Reduced |
| S-Bank Fund Management Ltd | 5,994 | $664.6K | 0.10% | −1,980−24.8% | Reduced |
| ORG Wealth Partners, LLC | 6,112 | $666.2K | 0.16% | +42+0.7% | Added |
| Radnor Capital Management, LLC | 6,055 | $671.0K | 0.11% | +65+1.1% | Added |
| Oak Thistle LLC | 6,188 | $686.1K | 0.10% | +6,188 | New |
| MUFG Securities Americas Inc. | 6,211 | $688.6K | 0.06% | +2,010+47.8% | Added |
| CWM, LLC | 6,280 | $696.0K | 0.00% | −62−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 6,313 | $699.9K | 0.04% | +657+11.6% | Added |
| Summit Trail Advisors, LLC | 6,451 | $715.2K | 0.01% | +6,451 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,494 | $720.0K | 0.05% | −450−6.5% | Reduced |
| STRS Ohio | 6,587 | $730.3K | 0.00% | +6,587 | New |
| Moors & Cabot, Inc. | 6,663 | $738.7K | 0.03% | −13−0.2% | Reduced |
| Quest Partners LLC | 6,675 | $740.1K | 0.07% | +6,675 | New |
| Portside Wealth Group, LLC | 6,692 | $741.9K | 0.11% | −1,772−20.9% | Reduced |
| NFP Retirement, Inc. | 6,703 | $743.2K | 0.05% | +23+0.3% | Added |
| Sound Financial Strategies Group, LLC | 6,714 | $744.4K | 0.63% | +94+1.4% | Added |