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 |
|---|---|---|---|---|---|
| Threadgill Financial, LLC | 35,051 | $3.89M | 2.08% | +488+1.4% | Added |
| Southeast Asset Advisors Inc. | 34,112 | $3.78M | 0.45% | −175−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 33,922 | $3.76M | 0.01% | +929+2.8% | Added |
| Summit Financial, LLC | 33,830 | $3.75M | 0.08% | −1,585−4.5% | Reduced |
| Legacy Financial Strategies, LLC | 33,810 | $3.75M | 0.74% | −1,991−5.6% | Reduced |
| Pacer Advisors, Inc. | 33,327 | $3.69M | 0.01% | +6,501+24.2% | Added |
| Independent Advisor Alliance | 33,294 | $3.69M | 0.11% | −469−1.4% | Reduced |
| CHB Investment Group, LLC | 32,818 | $3.64M | 1.86% | +3,458+11.8% | Added |
| Lynwood Price Capital Management LP | 32,800 | $3.64M | 1.81% | +32,800 | New |
| AXA S.A. | 32,679 | $3.62M | 0.01% | +229+0.7% | Added |
| We Are One Seven, LLC | 32,629 | $3.62M | 0.12% | +15,277+88.0% | Added |
| New York Life Investment Management LLC | 32,400 | $3.59M | 0.03% | +610+1.9% | Added |
| Nissay Asset Management Corp | 31,906 | $3.54M | 0.02% | +675+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,570 | $3.50M | 0.03% | +1,479+4.9% | Added |
| State of Alaska, Department of Revenue | 31,483 | $3.49M | 0.04% | +3,680+13.2% | Added |
| Mitchell Capital Management Co | 32,906 | $3.42M | 0.64% | +13,534+69.9% | Added |
| Ambassador Advisors, LLC | 30,750 | $3.41M | 0.53% | +953+3.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,749 | $3.41M | 0.10% | +30,749 | New |
| Numerai GP LLC | 30,431 | $3.37M | 0.49% | −500−1.6% | Reduced |
| Jackson Wealth Management, LLC | 30,113 | $3.34M | 0.36% | −602−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,024 | $3.33M | 0.03% | +1,442+5.0% | Added |
| Brant Point Investment Management LLC | 30,000 | $3.33M | 0.76% | +30,000 | New |
| OP Asset Management Ltd | 29,745 | $3.30M | 0.05% | +4,103+16.0% | Added |
| Brevan Howard Capital Management LP | 29,716 | $3.29M | 0.04% | +29,716 | New |
| Ethic Inc. | 30,059 | $3.29M | 0.06% | +1,784+6.3% | Added |
| Elser Financial Planning, Inc | 29,554 | $3.28M | 4.09% | −60.0% | Reduced |
| Empowered Funds, LLC | 29,519 | $3.27M | 0.04% | −14,810−33.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 29,343 | $3.25M | 0.28% | +195+0.7% | Added |
| Brookstone Capital Management | 29,267 | $3.24M | 0.04% | +21,384+271.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,135 | $3.23M | 0.03% | −31,800−52.2% | Reduced |
| JustInvest LLC | 28,579 | $3.18M | 0.04% | +3,203+12.6% | Added |
| Coldstream Capital Management Inc | 28,067 | $3.11M | 0.05% | −138−0.5% | Reduced |
| New Age Alpha Advisors, LLC | 27,895 | $3.09M | 0.14% | −3,297−10.6% | Reduced |
| Agf Management Ltd | 27,630 | $3.06M | 0.01% | +4,075+17.3% | Added |
| MML Investors Services, LLC | 27,470 | $3.05M | 0.01% | −842−3.0% | Reduced |
| Advisory Services Network, LLC | 33,320 | $3.04M | 0.05% | −19,178−36.5% | Reduced |
| Cim, LLC | 27,225 | $3.02M | 0.41% | +1,730+6.8% | Added |
| Ironwood Investment Counsel, LLC | 27,063 | $3.00M | 0.46% | −25−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 26,367 | $2.92M | 0.07% | −655−2.4% | Reduced |
| Roundview Capital LLC | 26,189 | $2.90M | 0.19% | +2,603+11.0% | Added |
| QRG Capital Management, Inc. | 25,838 | $2.86M | 0.02% | +2,507+10.7% | Added |
| UniSuper Management Pty Ltd | 25,757 | $2.86M | 0.02% | +1,560+6.4% | Added |
| Crawford Investment Counsel Inc | 25,676 | $2.85M | 0.05% | −4,328−14.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,213 | $2.80M | 0.01% | +1,202+5.0% | Added |
| Savant Capital, LLC | 25,117 | $2.78M | 0.02% | −638−2.5% | Reduced |
| Covey Capital Advisors, LLC | 25,115 | $2.78M | 3.00% | −4,042−13.9% | Reduced |
| D L Carlson Investment Group Inc | 24,888 | $2.76M | 0.50% | −12,580−33.6% | Reduced |
| Stephens Inc | 24,762 | $2.75M | 0.04% | +107+0.4% | Added |
| Peninsula Asset Management Inc | 24,520 | $2.72M | 1.44% | +185+0.8% | Added |
| Pinebridge Investments, L.P. | 24,301 | $2.69M | 0.02% | +24,301 | New |
| Oregon Public Employees Retirement Fund | 24,089 | $2.67M | 0.05% | +3,700+18.1% | Added |
| Pathstone Holdings, LLC | 24,063 | $2.67M | 0.01% | +365+1.5% | Added |
| Harbor Advisors LLC | 24,000 | $2.66M | 0.44% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,583 | $2.61M | 0.02% | −5,714−19.5% | Reduced |
| Achmea Investment Management B.V. | 23,410 | $2.60M | 0.03% | +2,110+9.9% | Added |
| Mackenzie Financial Corp | 23,016 | $2.55M | 0.00% | −77,074−77.0% | Reduced |
| Hancock Whitney Corp | 22,855 | $2.53M | 0.05% | +22,855 | New |
| Blair William & Co | 22,692 | $2.52M | 0.01% | +621+2.8% | Added |
| Boothbay Fund Management, LLC | 22,565 | $2.50M | 0.08% | +22,565 | New |
| Illinois Municipal Retirement Fund | 22,439 | $2.49M | 0.03% | +1,737+8.4% | Added |
| Peak Financial Advisors LLC | 22,400 | $2.48M | 1.27% | +22,400 | New |
| Weiss Asset Management LP | 22,322 | $2.47M | 0.04% | +22,322 | New |
| Avanza Fonder AB | 22,190 | $2.46M | 0.07% | +6,915+45.3% | Added |
| Salem Investment Counselors Inc | 22,000 | $2.44M | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 21,637 | $2.40M | 0.04% | +6,463+42.6% | Added |
| Northwestern Mutual Wealth Management Co | 21,541 | $2.39M | 0.00% | +103+0.5% | Added |
| C WorldWide Group Holding A/S | 21,518 | $2.39M | 0.03% | +21,518 | New |
| IFP Advisors, Inc | 20,799 | $2.38M | 0.07% | −3,630−14.9% | Reduced |
| Crossmark Global Holdings, Inc. | 21,227 | $2.35M | 0.04% | −1,303−5.8% | Reduced |
| Bessemer Group Inc | 21,083 | $2.34M | 0.00% | +476+2.3% | Added |
| Cacti Asset Management LLC | 21,000 | $2.30M | 0.17% | 00.0% | Unchanged |
| Callan Family Office, LLC | 20,461 | $2.27M | 0.07% | +13,391+189.4% | Added |
| Hilltop Holdings Inc. | 20,443 | $2.27M | 0.15% | +18,468+935.1% | Added |
| CX Institutional | 20,144 | $2.23M | 0.08% | −138−0.7% | Reduced |
| Fiduciary Trust Co | 20,003 | $2.22M | 0.03% | +2,681+15.5% | Added |
| Aigen Investment Management, LP | 19,592 | $2.17M | 0.30% | +19,592 | New |
| Element Squared LLC | 19,401 | $2.15M | 1.34% | +19,401 | New |
| Mizuho Securities USA LLC | 19,361 | $2.15M | 0.05% | +19,361 | New |
| PEAK6 LLC | 19,250 | $2.13M | 0.07% | +19,250 | New |
| Trueblood Wealth Management, LLC | 19,165 | $2.12M | 0.89% | +476+2.5% | Added |
| Tredje AP-fonden | 18,787 | $2.08M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 18,751 | $2.08M | 0.01% | +12,354+193.1% | Added |
| Teachers Retirement System of the State of Kentucky | 18,618 | $2.06M | 0.02% | +274+1.5% | Added |
| Freedom Day Solutions, LLC | 18,503 | $2.05M | 0.61% | +18,503 | New |
| Patton Fund Management, Inc. | 18,352 | $2.03M | 0.45% | −12,799−41.1% | Reduced |
| Erste Asset Management GmbH | 18,536 | $2.03M | 0.02% | +18,536 | New |
| Atom Investors LP | 17,996 | $2.00M | 0.18% | +17,996 | New |
| Kesler, Norman & Wride, LLC | 17,764 | $1.97M | 0.35% | −379−2.1% | Reduced |
| Swiss Life Asset Management Ltd | 17,761 | $1.97M | 0.01% | +1,228+7.4% | Added |
| Prospera Financial Services Inc | 17,745 | $1.97M | 0.04% | −1,325−6.9% | Reduced |
| Zacks Investment Management | 17,729 | $1.97M | 0.02% | +217+1.2% | Added |
| Oppenheimer Asset Management Inc. | 17,656 | $1.96M | 0.02% | −6,535−27.0% | Reduced |
| Cumberland Partners Ltd | 17,500 | $1.94M | 0.13% | +17,500 | New |
| Schroder Investment Management Group | 17,454 | $1.94M | 0.00% | −613−3.4% | Reduced |
| Ameriflex Group, Inc. | 17,590 | $1.92M | 1.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,276 | $1.92M | 0.00% | −2,098−10.8% | Reduced |
| NEOS Investment Management LLC | 17,255 | $1.91M | 0.02% | +3,566+26.1% | Added |
| Metis Global Partners, LLC | 17,057 | $1.89M | 0.05% | −1,008−5.6% | Reduced |
| Logan Capital Management Inc | 16,928 | $1.88M | 0.09% | +16,912+105,700.0% | Added |
| Hartford Investment Management Co | 16,907 | $1.87M | 0.06% | +2,148+14.6% | Added |