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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 13,475 | $1.49M | 0.14% | −50−0.4% | Reduced |
| ING Groep NV | 13,555 | $1.50M | 0.01% | +2,910+27.3% | Added |
| Gibbs Wealth Management | 13,870 | $1.54M | 0.30% | −401−2.8% | Reduced |
| HB Wealth Management, LLC | 14,009 | $1.55M | 0.01% | +546+4.1% | Added |
| Simplex Trading, LLC | 14,209 | $1.57M | 0.04% | +13,876+4,167.0% | Added |
| AE Wealth Management LLC | 14,244 | $1.58M | 0.01% | −3,528−19.9% | Reduced |
| Everence Capital Management Inc | 14,270 | $1.58M | 0.10% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,298 | $1.58M | 0.01% | −239−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,350 | $1.59M | 0.01% | +5,584+63.7% | Added |
| Securian Asset Management, Inc | 14,678 | $1.63M | 0.05% | +2,214+17.8% | Added |
| Quadrature Capital Ltd | 14,746 | $1.63M | 0.03% | +14,746 | New |
| Nicholson Wealth Management Group, LLC | 14,766 | $1.64M | 1.01% | +230+1.6% | Added |
| Louisiana State Employees Retirement System | 14,800 | $1.64M | 0.03% | +2,000+15.6% | Added |
| Capital Investment Advisors, LLC | 14,821 | $1.64M | 0.03% | −682−4.4% | Reduced |
| Fairbanks Capital Management, Inc. | 14,885 | $1.65M | 0.94% | +938+6.7% | Added |
| RSM US Wealth Management LLC | 15,055 | $1.67M | 0.02% | −14,123−48.4% | Reduced |
| Panagora Asset Management Inc | 15,130 | $1.68M | 0.01% | −11,630−43.5% | Reduced |
| M&T Bank Corp | 15,196 | $1.68M | 0.01% | +503+3.4% | Added |
| Greenleaf Trust | 15,224 | $1.69M | 0.01% | −217−1.4% | Reduced |
| Keybank National Association | 15,255 | $1.69M | 0.01% | −1,869−10.9% | Reduced |
| Kentucky Retirement Systems | 15,301 | $1.70M | 0.05% | −1,003−6.2% | Reduced |
| Wealthfront Advisers LLC | 15,389 | $1.71M | 0.00% | +2,200+16.7% | Added |
| Cyndeo Wealth Partners, LLC | 15,598 | $1.73M | 0.10% | +1,363+9.6% | Added |
| Gulf International Bank (UK) Ltd | 15,725 | $1.74M | 0.06% | +1,937+14.0% | Added |
| Inceptionr LLC | 15,833 | $1.76M | 0.41% | +1,131+7.7% | Added |
| Davidson Kahn Capital Management, LLC | 15,810 | $1.76M | 1.13% | +431+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,273 | $1.80M | 0.01% | −2,330−12.5% | Reduced |
| Wedge Capital Management L L P | 16,467 | $1.83M | 0.03% | −1,939−10.5% | Reduced |
| Evermay Wealth Management LLC | 16,495 | $1.83M | 0.23% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 16,576 | $1.84M | 0.01% | +16,576 | New |
| Ameritas Investment Partners, Inc. | 16,712 | $1.85M | 0.06% | −358−2.1% | Reduced |
| Hartford Investment Management Co | 16,907 | $1.87M | 0.06% | +2,148+14.6% | Added |
| Logan Capital Management Inc | 16,928 | $1.88M | 0.09% | +16,912+105,700.0% | Added |
| Metis Global Partners, LLC | 17,057 | $1.89M | 0.05% | −1,008−5.6% | Reduced |
| NEOS Investment Management LLC | 17,255 | $1.91M | 0.02% | +3,566+26.1% | Added |
| Rockefeller Capital Management L.P. | 17,276 | $1.92M | 0.00% | −2,098−10.8% | Reduced |
| Ameriflex Group, Inc. | 17,590 | $1.92M | 1.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 17,454 | $1.94M | 0.00% | −613−3.4% | Reduced |
| Cumberland Partners Ltd | 17,500 | $1.94M | 0.13% | +17,500 | New |
| Oppenheimer Asset Management Inc. | 17,656 | $1.96M | 0.02% | −6,535−27.0% | Reduced |
| Zacks Investment Management | 17,729 | $1.97M | 0.02% | +217+1.2% | Added |
| Prospera Financial Services Inc | 17,745 | $1.97M | 0.04% | −1,325−6.9% | Reduced |
| Swiss Life Asset Management Ltd | 17,761 | $1.97M | 0.01% | +1,228+7.4% | Added |
| Kesler, Norman & Wride, LLC | 17,764 | $1.97M | 0.35% | −379−2.1% | Reduced |
| Atom Investors LP | 17,996 | $2.00M | 0.18% | +17,996 | New |
| Erste Asset Management GmbH | 18,536 | $2.03M | 0.02% | +18,536 | New |
| Patton Fund Management, Inc. | 18,352 | $2.03M | 0.45% | −12,799−41.1% | Reduced |
| Freedom Day Solutions, LLC | 18,503 | $2.05M | 0.61% | +18,503 | New |
| Teachers Retirement System of the State of Kentucky | 18,618 | $2.06M | 0.02% | +274+1.5% | Added |
| Lido Advisors, LLC | 18,751 | $2.08M | 0.01% | +12,354+193.1% | Added |
| Tredje AP-fonden | 18,787 | $2.08M | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 19,165 | $2.12M | 0.89% | +476+2.5% | Added |
| PEAK6 LLC | 19,250 | $2.13M | 0.07% | +19,250 | New |
| Mizuho Securities USA LLC | 19,361 | $2.15M | 0.05% | +19,361 | New |
| Element Squared LLC | 19,401 | $2.15M | 1.34% | +19,401 | New |
| Aigen Investment Management, LP | 19,592 | $2.17M | 0.30% | +19,592 | New |
| Fiduciary Trust Co | 20,003 | $2.22M | 0.03% | +2,681+15.5% | Added |
| CX Institutional | 20,144 | $2.23M | 0.08% | −138−0.7% | Reduced |
| Hilltop Holdings Inc. | 20,443 | $2.27M | 0.15% | +18,468+935.1% | Added |
| Callan Family Office, LLC | 20,461 | $2.27M | 0.07% | +13,391+189.4% | Added |
| Cacti Asset Management LLC | 21,000 | $2.30M | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 21,083 | $2.34M | 0.00% | +476+2.3% | Added |
| Crossmark Global Holdings, Inc. | 21,227 | $2.35M | 0.04% | −1,303−5.8% | Reduced |
| IFP Advisors, Inc | 20,799 | $2.38M | 0.07% | −3,630−14.9% | Reduced |
| C WorldWide Group Holding A/S | 21,518 | $2.39M | 0.03% | +21,518 | New |
| Northwestern Mutual Wealth Management Co | 21,541 | $2.39M | 0.00% | +103+0.5% | Added |
| Bokf, NA | 21,637 | $2.40M | 0.04% | +6,463+42.6% | Added |
| Salem Investment Counselors Inc | 22,000 | $2.44M | 0.08% | 00.0% | Unchanged |
| Avanza Fonder AB | 22,190 | $2.46M | 0.07% | +6,915+45.3% | Added |
| Weiss Asset Management LP | 22,322 | $2.47M | 0.04% | +22,322 | New |
| Peak Financial Advisors LLC | 22,400 | $2.48M | 1.27% | +22,400 | New |
| Illinois Municipal Retirement Fund | 22,439 | $2.49M | 0.03% | +1,737+8.4% | Added |
| Boothbay Fund Management, LLC | 22,565 | $2.50M | 0.08% | +22,565 | New |
| Blair William & Co | 22,692 | $2.52M | 0.01% | +621+2.8% | Added |
| Hancock Whitney Corp | 22,855 | $2.53M | 0.05% | +22,855 | New |
| Mackenzie Financial Corp | 23,016 | $2.55M | 0.00% | −77,074−77.0% | Reduced |
| Achmea Investment Management B.V. | 23,410 | $2.60M | 0.03% | +2,110+9.9% | Added |
| D.A. Davidson & Co. | 23,583 | $2.61M | 0.02% | −5,714−19.5% | Reduced |
| Harbor Advisors LLC | 24,000 | $2.66M | 0.44% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 24,063 | $2.67M | 0.01% | +365+1.5% | Added |
| Oregon Public Employees Retirement Fund | 24,089 | $2.67M | 0.05% | +3,700+18.1% | Added |
| Pinebridge Investments, L.P. | 24,301 | $2.69M | 0.02% | +24,301 | New |
| Peninsula Asset Management Inc | 24,520 | $2.72M | 1.44% | +185+0.8% | Added |
| Stephens Inc | 24,762 | $2.75M | 0.04% | +107+0.4% | Added |
| D L Carlson Investment Group Inc | 24,888 | $2.76M | 0.50% | −12,580−33.6% | Reduced |
| Covey Capital Advisors, LLC | 25,115 | $2.78M | 3.00% | −4,042−13.9% | Reduced |
| Savant Capital, LLC | 25,117 | $2.78M | 0.02% | −638−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,213 | $2.80M | 0.01% | +1,202+5.0% | Added |
| Crawford Investment Counsel Inc | 25,676 | $2.85M | 0.05% | −4,328−14.4% | Reduced |
| UniSuper Management Pty Ltd | 25,757 | $2.86M | 0.02% | +1,560+6.4% | Added |
| QRG Capital Management, Inc. | 25,838 | $2.86M | 0.02% | +2,507+10.7% | Added |
| Roundview Capital LLC | 26,189 | $2.90M | 0.19% | +2,603+11.0% | Added |
| Wealthcare Advisory Partners LLC | 26,367 | $2.92M | 0.07% | −655−2.4% | Reduced |
| Ironwood Investment Counsel, LLC | 27,063 | $3.00M | 0.46% | −25−0.1% | Reduced |
| Cim, LLC | 27,225 | $3.02M | 0.41% | +1,730+6.8% | Added |
| Advisory Services Network, LLC | 33,320 | $3.04M | 0.05% | −19,178−36.5% | Reduced |
| MML Investors Services, LLC | 27,470 | $3.05M | 0.01% | −842−3.0% | Reduced |
| Agf Management Ltd | 27,630 | $3.06M | 0.01% | +4,075+17.3% | Added |
| New Age Alpha Advisors, LLC | 27,895 | $3.09M | 0.14% | −3,297−10.6% | Reduced |
| Coldstream Capital Management Inc | 28,067 | $3.11M | 0.05% | −138−0.5% | Reduced |