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 |
|---|---|---|---|---|---|
| Talon Private Wealth, LLC | 6,735 | $746.7K | 0.10% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,792 | $753.0K | 0.04% | −3,932−36.7% | Reduced |
| J.W. Cole Advisors, Inc. | 6,832 | $757.4K | 0.02% | +39+0.6% | Added |
| Xcel Wealth Management, LLC | 6,834 | $757.7K | 0.22% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,997 | $775.8K | 0.49% | −3,394−32.7% | Reduced |
| Dark Forest Capital Management LP | 7,117 | $789.1K | 0.03% | +7,117 | New |
| GF Fund Management Co. Ltd. | 7,135 | $791.1K | 0.02% | +2,070+40.9% | Added |
| CoreCap Advisors, LLC | 7,146 | $792.3K | 0.03% | +5,879+464.0% | Added |
| Investment Management Corp of Ontario | 7,180 | $796.0K | 0.01% | +300+4.4% | Added |
| Financial Enhancement Group LLC | 7,574 | $808.5K | 0.12% | +469+6.6% | Added |
| T. Rowe Price Investment Management, Inc. | 7,320 | $812.0K | 0.00% | +7,320 | New |
| TownSquare Capital, LLC | 7,328 | $812.5K | 0.08% | −79,442−91.6% | Reduced |
| Spears Abacus Advisors LLC | 7,352 | $815.1K | 0.02% | −173−2.3% | Reduced |
| Holland Advisory Services, Inc. | 7,381 | $818.4K | 1.20% | +8+0.1% | Added |
| Hyperion Capital Advisors LP | 7,500 | $831.5K | 0.52% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 7,620 | $842.0K | 0.12% | −4,200−35.5% | Reduced |
| Horizon Investments, LLC | 7,740 | $856.7K | 0.01% | +4,334+127.2% | Added |
| Park Avenue Securities LLC | 7,768 | $861.0K | 0.01% | −2,228−22.3% | Reduced |
| Jump Financial, LLC | 7,794 | $864.1K | 0.01% | −91,428−92.1% | Reduced |
| Centennial Bank | 7,824 | $867.4K | 0.36% | −65−0.8% | Reduced |
| Fifth Third Bancorp | 7,900 | $875.9K | 0.00% | +1,093+16.1% | Added |
| Integrated Investment Consultants, LLC | 7,964 | $883.0K | 0.17% | −784−9.0% | Reduced |
| Dakota Wealth Management | 8,022 | $889.4K | 0.02% | +8,022 | New |
| Capital International Sarl | 8,030 | $890.3K | 0.02% | +700+9.5% | Added |
| SFM, LLC | 8,141 | $902.6K | 0.58% | +6,344+353.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $917.2K | 0.48% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 8,275 | $917.4K | 0.70% | +8,275 | New |
| Williamson Legacy Group, LLC | 8,296 | $919.8K | 0.78% | +8,296 | New |
| Board of the Pension Protection Fund | 8,300 | $920.2K | 0.99% | +1,500+22.1% | Added |
| Canada Pension Plan Investment Board | 8,317 | $922.1K | 0.00% | −4,736−36.3% | Reduced |
| Simon Quick Advisors, LLC | 8,451 | $937.0K | 0.05% | −2,117−20.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,749 | $970.0K | 0.06% | −2,267−20.6% | Reduced |
| Commerce Bank | 8,855 | $981.8K | 0.01% | −57−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 8,890 | $985.6K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 8,901 | $986.9K | 0.11% | −1,933−17.8% | Reduced |
| GAMMA Investing LLC | 8,935 | $990.6K | 0.06% | −10−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,942 | $991.4K | 0.02% | +1,394+18.5% | Added |
| XTX Topco Ltd | 8,943 | $991.5K | 0.04% | +8,943 | New |
| Brighton Jones LLC | 8,972 | $994.7K | 0.03% | −325−3.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 8,999 | $997.7K | 0.22% | −4,491−33.3% | Reduced |
| Atlas Legacy Advisors, LLC | 9,020 | $1.00M | 0.22% | +1,840+25.6% | Added |
| Vident Advisory, LLC | 9,058 | $1.00M | 0.01% | +670+8.0% | Added |
| Tokio Marine Asset Management Co Ltd | 9,092 | $1.01M | 0.04% | +808+9.8% | Added |
| Principal Securities, Inc. | 9,172 | $1.02M | 0.02% | −46−0.5% | Reduced |
| Qtron Investments LLC | 9,184 | $1.02M | 0.13% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,259 | $1.03M | 0.10% | +9,259 | New |
| Gilbert & Cook, Inc. | 9,280 | $1.03M | 0.14% | −269−2.8% | Reduced |
| Glenview Trust Co | 9,304 | $1.03M | 0.02% | −233−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 9,331 | $1.03M | 0.01% | +13+0.1% | Added |
| Thoroughbred Financial Services, LLC | 9,441 | $1.05M | 0.07% | +9,441 | New |
| Occidental Asset Management, LLC | 9,475 | $1.05M | 0.14% | −59−0.6% | Reduced |
| Manchester Capital Management LLC | 9,600 | $1.06M | 0.14% | −342−3.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,651 | $1.07M | 0.01% | +3,529+57.6% | Added |
| Concurrent Investment Advisors, LLC | 9,661 | $1.07M | 0.02% | −284−2.9% | Reduced |
| EP Wealth Advisors, LLC | 9,717 | $1.08M | 0.01% | +626+6.9% | Added |
| Mirabella Financial Services LLP | 9,684 | $1.08M | 0.11% | −95,106−90.8% | Reduced |
| Invst, LLC | 9,815 | $1.09M | 0.14% | −312−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 9,832 | $1.09M | 0.01% | +3,630+58.5% | Added |
| Harmony Asset Management LLC | 10,000 | $1.11M | 0.42% | +261+2.7% | Added |
| Access Investment Management LLC | 10,000 | $1.11M | 0.32% | +10,000 | New |
| Baker Avenue Asset Management, LP | 10,033 | $1.11M | 0.03% | −858−7.9% | Reduced |
| Resonant Capital Advisors, LLC | 10,036 | $1.11M | 0.07% | +646+6.9% | Added |
| Engineers Gate Manager LP | 10,260 | $1.14M | 0.01% | +10,260 | New |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.17M | 0.67% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,539 | $1.17M | 0.01% | +235+2.3% | Added |
| Monte Financial Group, LLC | 10,568 | $1.17M | 0.46% | +140+1.3% | Added |
| Greenfield Seitz Capital Management, LLC | 10,600 | $1.18M | 0.42% | 00.0% | Unchanged |
| Scott Marsh Financial, LLC | 10,656 | $1.18M | 0.44% | +10,656 | New |
| Tributary Capital Management, LLC | 10,828 | $1.20M | 0.11% | −654−5.7% | Reduced |
| Strategy Asset Managers LLC | 10,848 | $1.20M | 0.22% | −287−2.6% | Reduced |
| Chaney Capital Management, Inc. | 10,864 | $1.20M | 0.47% | 00.0% | Unchanged |
| JSF Financial, LLC | 10,940 | $1.21M | 0.29% | +545+5.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 10,986 | $1.22M | 0.06% | +1,066+10.7% | Added |
| New Mexico Educational Retirement Board | 11,100 | $1.23M | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,268 | $1.25M | 0.05% | +1,453+14.8% | Added |
| Integrated Wealth Concepts LLC | 11,398 | $1.26M | 0.01% | +1,591+16.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,525 | $1.28M | 0.01% | −43,089−78.9% | Reduced |
| Colony Group, LLC | 11,558 | $1.28M | 0.00% | +409+3.7% | Added |
| E. Ohman J:or Asset Management AB | 11,570 | $1.28M | 0.03% | +1,100+10.5% | Added |
| Proficio Capital Partners LLC | 11,635 | $1.29M | 0.08% | +830+7.7% | Added |
| Compass Ion Advisors, LLC | 11,671 | $1.29M | 0.14% | +20.0% | Added |
| Mercer Global Advisors Inc | 11,695 | $1.30M | 0.00% | −141−1.2% | Reduced |
| GAM Holding AG | 11,775 | $1.31M | 0.09% | +278+2.4% | Added |
| Wedbush Securities Inc | 11,864 | $1.31M | 0.05% | +867+7.9% | Added |
| Henshaw Capital LLC | 11,894 | $1.32M | 0.05% | −14,312−54.6% | Reduced |
| Cross Staff Investments Inc | 12,000 | $1.33M | 0.99% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 12,070 | $1.34M | 0.09% | −2,975−19.8% | Reduced |
| Virtus Investment Advisers, Inc. | 12,109 | $1.34M | 0.45% | −1,418−10.5% | Reduced |
| Norinchukin Bank, The | 12,169 | $1.35M | 0.02% | +805+7.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 12,208 | $1.35M | 0.19% | −68−0.6% | Reduced |
| Suncoast Equity Management | 12,374 | $1.37M | 0.14% | −6,001−32.7% | Reduced |
| Brinker Capital Investments, LLC | 12,518 | $1.39M | 0.01% | +2,409+23.8% | Added |
| Cathy Pareto & Associates, Inc | 12,761 | $1.41M | 1.17% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,879 | $1.43M | 0.11% | −3,865−23.1% | Reduced |
| Caitlin John, LLC | 12,917 | $1.43M | 1.30% | +12,917 | New |
| Equitable Trust Co | 13,258 | $1.47M | 0.07% | +4,776+56.3% | Added |
| Quest Investment Management LLC | 13,339 | $1.48M | 0.16% | +13,339 | New |
| Avantax Advisory Services, Inc. | 13,368 | $1.48M | 0.01% | +1,535+13.0% | Added |
| Maryland State Retirement & Pension System | 13,395 | $1.49M | 0.03% | +2,232+20.0% | Added |
| Harvest Investment Services, LLC | 13,441 | $1.49M | 0.33% | +13,441 | New |