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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 16,712 | $1.85M | 0.06% | −358−2.1% | Reduced |
| Glenmede Investment Management, LP | 16,576 | $1.84M | 0.01% | +16,576 | New |
| Evermay Wealth Management LLC | 16,495 | $1.83M | 0.23% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 16,467 | $1.83M | 0.03% | −1,939−10.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,273 | $1.80M | 0.01% | −2,330−12.5% | Reduced |
| Davidson Kahn Capital Management, LLC | 15,810 | $1.76M | 1.13% | +431+2.8% | Added |
| Inceptionr LLC | 15,833 | $1.76M | 0.41% | +1,131+7.7% | Added |
| Gulf International Bank (UK) Ltd | 15,725 | $1.74M | 0.06% | +1,937+14.0% | Added |
| Cyndeo Wealth Partners, LLC | 15,598 | $1.73M | 0.10% | +1,363+9.6% | Added |
| Wealthfront Advisers LLC | 15,389 | $1.71M | 0.00% | +2,200+16.7% | Added |
| Kentucky Retirement Systems | 15,301 | $1.70M | 0.05% | −1,003−6.2% | Reduced |
| Keybank National Association | 15,255 | $1.69M | 0.01% | −1,869−10.9% | Reduced |
| Greenleaf Trust | 15,224 | $1.69M | 0.01% | −217−1.4% | Reduced |
| M&T Bank Corp | 15,196 | $1.68M | 0.01% | +503+3.4% | Added |
| Panagora Asset Management Inc | 15,130 | $1.68M | 0.01% | −11,630−43.5% | Reduced |
| RSM US Wealth Management LLC | 15,055 | $1.67M | 0.02% | −14,123−48.4% | Reduced |
| Fairbanks Capital Management, Inc. | 14,885 | $1.65M | 0.94% | +938+6.7% | Added |
| Capital Investment Advisors, LLC | 14,821 | $1.64M | 0.03% | −682−4.4% | Reduced |
| Louisiana State Employees Retirement System | 14,800 | $1.64M | 0.03% | +2,000+15.6% | Added |
| Nicholson Wealth Management Group, LLC | 14,766 | $1.64M | 1.01% | +230+1.6% | Added |
| Quadrature Capital Ltd | 14,746 | $1.63M | 0.03% | +14,746 | New |
| Securian Asset Management, Inc | 14,678 | $1.63M | 0.05% | +2,214+17.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,350 | $1.59M | 0.01% | +5,584+63.7% | Added |
| SG Americas Securities, LLC | 14,298 | $1.58M | 0.01% | −239−1.6% | Reduced |
| Everence Capital Management Inc | 14,270 | $1.58M | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,244 | $1.58M | 0.01% | −3,528−19.9% | Reduced |
| Simplex Trading, LLC | 14,209 | $1.57M | 0.04% | +13,876+4,167.0% | Added |
| HB Wealth Management, LLC | 14,009 | $1.55M | 0.01% | +546+4.1% | Added |
| Gibbs Wealth Management | 13,870 | $1.54M | 0.30% | −401−2.8% | Reduced |
| ING Groep NV | 13,555 | $1.50M | 0.01% | +2,910+27.3% | Added |
| SlateStone Wealth, LLC | 13,475 | $1.49M | 0.14% | −50−0.4% | Reduced |
| Harvest Investment Services, LLC | 13,441 | $1.49M | 0.33% | +13,441 | New |
| Maryland State Retirement & Pension System | 13,395 | $1.49M | 0.03% | +2,232+20.0% | Added |
| Avantax Advisory Services, Inc. | 13,368 | $1.48M | 0.01% | +1,535+13.0% | Added |
| Quest Investment Management LLC | 13,339 | $1.48M | 0.16% | +13,339 | New |
| Equitable Trust Co | 13,258 | $1.47M | 0.07% | +4,776+56.3% | Added |
| Caitlin John, LLC | 12,917 | $1.43M | 1.30% | +12,917 | New |
| Landscape Capital Management, L.L.C. | 12,879 | $1.43M | 0.11% | −3,865−23.1% | Reduced |
| Cathy Pareto & Associates, Inc | 12,761 | $1.41M | 1.17% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,518 | $1.39M | 0.01% | +2,409+23.8% | Added |
| Suncoast Equity Management | 12,374 | $1.37M | 0.14% | −6,001−32.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 12,208 | $1.35M | 0.19% | −68−0.6% | Reduced |
| Norinchukin Bank, The | 12,169 | $1.35M | 0.02% | +805+7.1% | Added |
| Virtus Investment Advisers, Inc. | 12,109 | $1.34M | 0.45% | −1,418−10.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 12,070 | $1.34M | 0.09% | −2,975−19.8% | Reduced |
| Cross Staff Investments Inc | 12,000 | $1.33M | 0.99% | 00.0% | Unchanged |
| Henshaw Capital LLC | 11,894 | $1.32M | 0.05% | −14,312−54.6% | Reduced |
| Wedbush Securities Inc | 11,864 | $1.31M | 0.05% | +867+7.9% | Added |
| GAM Holding AG | 11,775 | $1.31M | 0.09% | +278+2.4% | Added |
| Mercer Global Advisors Inc | 11,695 | $1.30M | 0.00% | −141−1.2% | Reduced |
| Compass Ion Advisors, LLC | 11,671 | $1.29M | 0.14% | +20.0% | Added |
| Proficio Capital Partners LLC | 11,635 | $1.29M | 0.08% | +830+7.7% | Added |
| E. Ohman J:or Asset Management AB | 11,570 | $1.28M | 0.03% | +1,100+10.5% | Added |
| Colony Group, LLC | 11,558 | $1.28M | 0.00% | +409+3.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,525 | $1.28M | 0.01% | −43,089−78.9% | Reduced |
| Integrated Wealth Concepts LLC | 11,398 | $1.26M | 0.01% | +1,591+16.2% | Added |
| Atomi Financial Group, Inc. | 11,268 | $1.25M | 0.05% | +1,453+14.8% | Added |
| New Mexico Educational Retirement Board | 11,100 | $1.23M | 0.04% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 10,986 | $1.22M | 0.06% | +1,066+10.7% | Added |
| JSF Financial, LLC | 10,940 | $1.21M | 0.29% | +545+5.2% | Added |
| Chaney Capital Management, Inc. | 10,864 | $1.20M | 0.47% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 10,848 | $1.20M | 0.22% | −287−2.6% | Reduced |
| Tributary Capital Management, LLC | 10,828 | $1.20M | 0.11% | −654−5.7% | Reduced |
| Scott Marsh Financial, LLC | 10,656 | $1.18M | 0.44% | +10,656 | New |
| Greenfield Seitz Capital Management, LLC | 10,600 | $1.18M | 0.42% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 10,568 | $1.17M | 0.46% | +140+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 10,539 | $1.17M | 0.01% | +235+2.3% | Added |
| Parkwoods Wealth Partners, LLC | 10,528 | $1.17M | 0.67% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,260 | $1.14M | 0.01% | +10,260 | New |
| Resonant Capital Advisors, LLC | 10,036 | $1.11M | 0.07% | +646+6.9% | Added |
| Baker Avenue Asset Management, LP | 10,033 | $1.11M | 0.03% | −858−7.9% | Reduced |
| 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 |
| Sequoia Financial Advisors, LLC | 9,832 | $1.09M | 0.01% | +3,630+58.5% | Added |
| Invst, LLC | 9,815 | $1.09M | 0.14% | −312−3.1% | Reduced |
| Mirabella Financial Services LLP | 9,684 | $1.08M | 0.11% | −95,106−90.8% | Reduced |
| EP Wealth Advisors, LLC | 9,717 | $1.08M | 0.01% | +626+6.9% | Added |
| Concurrent Investment Advisors, LLC | 9,661 | $1.07M | 0.02% | −284−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,651 | $1.07M | 0.01% | +3,529+57.6% | Added |
| Manchester Capital Management LLC | 9,600 | $1.06M | 0.14% | −342−3.4% | Reduced |
| Occidental Asset Management, LLC | 9,475 | $1.05M | 0.14% | −59−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,441 | $1.05M | 0.07% | +9,441 | New |
| Aptus Capital Advisors, LLC | 9,331 | $1.03M | 0.01% | +13+0.1% | Added |
| Glenview Trust Co | 9,304 | $1.03M | 0.02% | −233−2.4% | Reduced |
| Gilbert & Cook, Inc. | 9,280 | $1.03M | 0.14% | −269−2.8% | Reduced |
| Nilsine Partners, LLC | 9,259 | $1.03M | 0.10% | +9,259 | New |
| Qtron Investments LLC | 9,184 | $1.02M | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,172 | $1.02M | 0.02% | −46−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,092 | $1.01M | 0.04% | +808+9.8% | Added |
| Vident Advisory, LLC | 9,058 | $1.00M | 0.01% | +670+8.0% | Added |
| Atlas Legacy Advisors, LLC | 9,020 | $1.00M | 0.22% | +1,840+25.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 8,999 | $997.7K | 0.22% | −4,491−33.3% | Reduced |
| Brighton Jones LLC | 8,972 | $994.7K | 0.03% | −325−3.5% | Reduced |
| XTX Topco Ltd | 8,943 | $991.5K | 0.04% | +8,943 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,942 | $991.4K | 0.02% | +1,394+18.5% | Added |
| GAMMA Investing LLC | 8,935 | $990.6K | 0.06% | −10−0.1% | Reduced |
| Norden Group LLC | 8,901 | $986.9K | 0.11% | −1,933−17.8% | Reduced |
| Pictet & Cie (Europe) SA | 8,890 | $985.6K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 8,855 | $981.8K | 0.01% | −57−0.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,749 | $970.0K | 0.06% | −2,267−20.6% | Reduced |