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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 8,451 | $937.0K | 0.05% | −2,117−20.0% | Reduced |
| Canada Pension Plan Investment Board | 8,317 | $922.1K | 0.00% | −4,736−36.3% | Reduced |
| Board of the Pension Protection Fund | 8,300 | $920.2K | 0.99% | +1,500+22.1% | Added |
| Williamson Legacy Group, LLC | 8,296 | $919.8K | 0.78% | +8,296 | New |
| Eschler Asset Management LLP | 8,275 | $917.4K | 0.70% | +8,275 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $917.2K | 0.48% | 00.0% | Unchanged |
| SFM, LLC | 8,141 | $902.6K | 0.58% | +6,344+353.0% | Added |
| Capital International Sarl | 8,030 | $890.3K | 0.02% | +700+9.5% | Added |
| Dakota Wealth Management | 8,022 | $889.4K | 0.02% | +8,022 | New |
| Integrated Investment Consultants, LLC | 7,964 | $883.0K | 0.17% | −784−9.0% | Reduced |
| Fifth Third Bancorp | 7,900 | $875.9K | 0.00% | +1,093+16.1% | Added |
| Centennial Bank | 7,824 | $867.4K | 0.36% | −65−0.8% | Reduced |
| Jump Financial, LLC | 7,794 | $864.1K | 0.01% | −91,428−92.1% | Reduced |
| Park Avenue Securities LLC | 7,768 | $861.0K | 0.01% | −2,228−22.3% | Reduced |
| Horizon Investments, LLC | 7,740 | $856.7K | 0.01% | +4,334+127.2% | Added |
| Hunter Associates Investment Management LLC | 7,620 | $842.0K | 0.12% | −4,200−35.5% | Reduced |
| Hyperion Capital Advisors LP | 7,500 | $831.5K | 0.52% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,381 | $818.4K | 1.20% | +8+0.1% | Added |
| Spears Abacus Advisors LLC | 7,352 | $815.1K | 0.02% | −173−2.3% | Reduced |
| TownSquare Capital, LLC | 7,328 | $812.5K | 0.08% | −79,442−91.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,320 | $812.0K | 0.00% | +7,320 | New |
| Financial Enhancement Group LLC | 7,574 | $808.5K | 0.12% | +469+6.6% | Added |
| Investment Management Corp of Ontario | 7,180 | $796.0K | 0.01% | +300+4.4% | Added |
| CoreCap Advisors, LLC | 7,146 | $792.3K | 0.03% | +5,879+464.0% | Added |
| GF Fund Management Co. Ltd. | 7,135 | $791.1K | 0.02% | +2,070+40.9% | Added |
| Dark Forest Capital Management LP | 7,117 | $789.1K | 0.03% | +7,117 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,997 | $775.8K | 0.49% | −3,394−32.7% | Reduced |
| Xcel Wealth Management, LLC | 6,834 | $757.7K | 0.22% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,832 | $757.4K | 0.02% | +39+0.6% | Added |
| Ostrum Asset Management | 6,792 | $753.0K | 0.04% | −3,932−36.7% | Reduced |
| Talon Private Wealth, LLC | 6,735 | $746.7K | 0.10% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 6,714 | $744.4K | 0.63% | +94+1.4% | Added |
| NFP Retirement, Inc. | 6,703 | $743.2K | 0.05% | +23+0.3% | Added |
| Portside Wealth Group, LLC | 6,692 | $741.9K | 0.11% | −1,772−20.9% | Reduced |
| Quest Partners LLC | 6,675 | $740.1K | 0.07% | +6,675 | New |
| Moors & Cabot, Inc. | 6,663 | $738.7K | 0.03% | −13−0.2% | Reduced |
| STRS Ohio | 6,587 | $730.3K | 0.00% | +6,587 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,494 | $720.0K | 0.05% | −450−6.5% | Reduced |
| Summit Trail Advisors, LLC | 6,451 | $715.2K | 0.01% | +6,451 | New |
| Siemens Fonds Invest GmbH | 6,313 | $699.9K | 0.04% | +657+11.6% | Added |
| CWM, LLC | 6,280 | $696.0K | 0.00% | −62−1.0% | Reduced |
| MUFG Securities Americas Inc. | 6,211 | $688.6K | 0.06% | +2,010+47.8% | Added |
| Oak Thistle LLC | 6,188 | $686.1K | 0.10% | +6,188 | New |
| Radnor Capital Management, LLC | 6,055 | $671.0K | 0.11% | +65+1.1% | Added |
| ORG Wealth Partners, LLC | 6,112 | $666.2K | 0.16% | +42+0.7% | Added |
| S-Bank Fund Management Ltd | 5,994 | $664.6K | 0.10% | −1,980−24.8% | Reduced |
| Studio Investment Management LLC | 5,902 | $654.4K | 0.13% | −110−1.8% | Reduced |
| Kestra Advisory Services, LLC | 5,901 | $654.3K | 0.00% | −804−12.0% | Reduced |
| Adviser Investments LLC | 5,888 | $652.8K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,826 | $645.9K | 0.20% | +5,826 | New |
| Skopos Labs, Inc. | 5,783 | $641.1K | 0.08% | +4,731+449.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,741 | $636.5K | 0.03% | +5,741 | New |
| Sowell Financial Services LLC | 5,626 | $623.7K | 0.03% | −90−1.6% | Reduced |
| Hanlon Investment Management, Inc. | 5,589 | $619.7K | 0.44% | −574−9.3% | Reduced |
| Golden State Equity Partners | 5,579 | $618.6K | 0.11% | −1,265−18.5% | Reduced |
| SevenBridge Financial Group, LLC | 6,446 | $610.8K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 5,499 | $609.7K | 0.00% | +4,539+472.8% | Added |
| Mayflower Financial Advisors, LLC | 5,436 | $602.7K | 0.08% | −10.0% | Reduced |
| Next Level Private LLC | 5,431 | $602.1K | 0.20% | +20.0% | Added |
| Arkadios Wealth Advisors | 5,406 | $599.4K | 0.02% | −1,556−22.3% | Reduced |
| Venturi Wealth Management, LLC | 5,267 | $584.0K | 0.03% | −1,204−18.6% | Reduced |
| Kingsview Wealth Management, LLC | 5,267 | $583.9K | 0.01% | +114+2.2% | Added |
| Argonautica Private Wealth Management, Inc | 5,262 | $583.4K | 0.18% | −32−0.6% | Reduced |
| Ascent Group, LLC | 5,230 | $579.9K | 0.02% | −574−9.9% | Reduced |
| Advisor OS, LLC | 5,229 | $579.7K | 0.06% | −149−2.8% | Reduced |
| MJP Associates Inc | 5,221 | $578.8K | 0.09% | −136−2.5% | Reduced |
| Vise Technologies, Inc. | 5,201 | $576.6K | 0.02% | +5,201 | New |
| Howland Capital Management LLC | 5,196 | $576.1K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,189 | $575.4K | 0.02% | +1,093+26.7% | Added |
| Vestcor Inc | 5,183 | $575.0K | 0.02% | +910+21.3% | Added |
| Legacy Capital Wealth Partners, LLC | 5,183 | $574.6K | 0.13% | −156−2.9% | Reduced |
| Sandia Investment Management LP | 5,000 | $554.4K | 1.42% | +5,000 | New |
| Fayez Sarofim & Co | 4,998 | $554.1K | 0.00% | +208+4.3% | Added |
| Global X Japan Co., Ltd. | 4,993 | $553.6K | 0.06% | −719−12.6% | Reduced |
| Bullock Wealth Management Group | 5,034 | $548.4K | 0.29% | −124−2.4% | Reduced |
| Independent Financial Group, LLC | 4,802 | $532.4K | 0.01% | +1,912+66.2% | Added |
| Vontobel Holding Ltd. | 4,801 | $532.3K | 0.00% | +138+3.0% | Added |
| Gen-Wealth Partners Inc | 4,738 | $525.3K | 0.20% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,728 | $524.2K | 0.01% | +14+0.3% | Added |
| Journey Strategic Wealth LLC | 4,675 | $518.3K | 0.02% | +162+3.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,639 | $514.4K | 0.04% | −2,205−32.2% | Reduced |
| Fidelis Capital Partners, LLC | 5,579 | $512.2K | 0.05% | +349+6.7% | Added |
| Forum Private Client Group LLC | 4,592 | $509.1K | 0.20% | +7+0.2% | Added |
| Klingman & Associates, LLC | 4,499 | $498.8K | 0.03% | +60+1.4% | Added |
| Moment Partners, LLC | 4,496 | $498.5K | 0.09% | +72+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,452 | $493.6K | 0.00% | −650−12.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,449 | $493.3K | 0.03% | +100+2.3% | Added |
| RMB Capital Management, LLC | 4,441 | $492.4K | 0.01% | +4,441 | New |
| Ashton Thomas Private Wealth, LLC | 4,423 | $490.4K | 0.02% | +1,118+33.8% | Added |
| Revisor Wealth Management LLC | 4,507 | $488.7K | 0.18% | +299+7.1% | Added |
| Axxcess Wealth Management, LLC | 4,405 | $488.4K | 0.01% | +152+3.6% | Added |
| Change Path, LLC | 4,392 | $487.0K | 0.01% | +1,627+58.8% | Added |
| Warren Averett Asset Management, LLC | 4,392 | $487.0K | 0.01% | +41+0.9% | Added |
| Winton Group Ltd | 4,391 | $486.8K | 0.02% | +4,391 | New |
| Apriem Advisors | 4,343 | $481.5K | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $471.2K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,245 | $470.6K | 0.01% | −67−1.6% | Reduced |
| Private Advisor Group, LLC | 4,216 | $467.5K | 0.00% | −3,208−43.2% | Reduced |
| ASR Vermogensbeheer N.V. | 4,213 | $467.1K | 0.01% | −23−0.5% | Reduced |
| Trust Point Inc. | 4,203 | $466.0K | 0.04% | −1,689−28.7% | Reduced |