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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 931 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ2 2025: $29.5B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2025.

Institutions holding BRO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Prudential PLC4,186$464.1K0.00%−11,743−73.7%Reduced
Boreal Capital Management LLC4,153$460.4K0.38%+4,153New
Means Investment Co., Inc.4,151$460.3K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)4,142$459.2K0.01%−7,311−63.8%Reduced
Great Valley Advisor Group, Inc.4,140$458.7K0.01%−2,458−37.3%Reduced
Phillips Financial Management, LLC4,127$457.7K0.03%+16+0.4%Added
Washington Trust Bank4,070$451.2K0.04%−713−14.9%Reduced
Brown Advisory Inc4,063$450.5K0.00%−180−4.2%Reduced
Belpointe Asset Management LLC4,055$449.6K0.02%+202+5.2%Added
Brown Miller Wealth Management, LLC4,054$449.5K0.14%−1,017−20.1%Reduced
Ossiam4,010$444.6K0.00%−547−12.0%Reduced
Wetherby Asset Management Inc4,007$444.3K0.02%+4,007New
Petrus Trust Company, LTA3,964$439.5K0.05%+3,964New
Somerset Trust Co3,884$430.6K0.14%−58−1.5%Reduced
Wallace Advisory Group, LLC3,414$424.7K0.31%+274+8.7%Added
Outlook Wealth Advisors, LLC3,827$424.3K0.11%−68−1.7%Reduced
Mutual Advisors, LLC4,091$422.9K0.01%−99−2.4%Reduced
River Wealth Advisors LLC3,814$422.9K0.05%00.0%Unchanged
HighPoint Advisor Group LLC3,791$420.3K0.02%−479−11.2%Reduced
Florida Financial Advisors, LLC3,787$419.9K0.14%+854+29.1%Added
V-Square Quantitative Management LLC3,776$418.6K0.06%+1,057+38.9%Added
Prescott Group Capital Management, L.L.C.3,768$417.8K0.05%+1,102+41.3%Added
George Kaiser Family Foundation3,768$417.8K0.06%+1,102+41.3%Added
Profund Advisors LLC3,767$417.6K0.02%+378+11.2%Added
Brighton Securities Corp.3,675$407.4K0.22%−1,755−32.3%Reduced
Ballentine Partners, LLC3,672$407.1K0.01%+24+0.7%Added
Intrust Bank NA3,613$400.6K0.04%+241+7.1%Added
Unique Wealth, LLC3,565$395.2K0.06%−1,601−31.0%Reduced
Huntington National Bank3,561$394.8K0.00%+636+21.7%Added
W.H. Cornerstone Investments Inc.3,561$394.8K0.25%+5+0.1%Added
Cynosure Management, LLC3,556$394.3K0.04%+689+24.0%Added
CWC Advisors, LLC.3,542$392.7K0.20%+3,542New
Procyon Private Wealth Partners, LLC3,537$392.1K0.04%−19,867−84.9%Reduced
Checchi Capital Advisers, LLC3,508$388.9K0.03%+41+1.2%Added
Meeder Advisory Services, Inc.3,507$388.8K0.02%+171+5.1%Added
CWA Asset Management Group, LLC3,500$388.0K0.02%+193+5.8%Added
Global Retirement Partners, LLC3,447$382.1K0.01%+3,447New
Sagespring Wealth Partners, LLC3,443$381.7K0.01%−210−5.7%Reduced
Canada Post Corp Registered Pension Plan3,410$378.1K0.02%+3,410New
Grantham, Mayo, Van Otterloo & Co. LLC3,400$377.0K0.00%+3,400New
Kathmere Capital Management, LLC3,374$374.1K0.03%+9+0.3%Added
United Capital Financial Advisers, LLC3,365$373.1K0.00%−133−3.8%Reduced
Graypoint LLC3,348$371.2K0.02%+140+4.4%Added
Stonebridge Capital Advisors LLC3,307$366.6K0.03%−23−0.7%Reduced
Exchange Traded Concepts, LLC3,304$366.3K0.00%+2,817+578.4%Added
Brendel Financial Advisors LLC3,278$363.0K0.20%−30,836−90.4%Reduced
Anchor Investment Management, LLC3,251$360.4K0.03%00.0%Unchanged
Baker Tilly Wealth Management, LLC3,198$354.5K0.13%−3,195−50.0%Reduced
Silver Oak Securities, Inc3,186$353.2K0.03%−2,068−39.4%Reduced
Legacy Wealth Asset Management, LLC3,119$345.8K0.09%−551−15.0%Reduced
Optimize Financial Inc3,115$345.4K0.21%−22−0.7%Reduced
Kingswood Wealth Advisors, LLC3,088$342.4K0.03%+98+3.3%Added
Frank, Rimerman Advisors LLC3,049$338.0K0.02%−497−14.0%Reduced
Burney Co2,985$330.9K0.01%−125−4.0%Reduced
Harvest Fund Management Co., Ltd2,973$330.0K0.02%−6,022−66.9%Reduced
Alliance Wealth Advisors, LLC2,975$329.8K0.08%−749−20.1%Reduced
R Squared Ltd2,948$326.8K0.18%+2,948New
Farther Finance Advisors, LLC2,942$326.1K0.01%−176−5.6%Reduced
Hudson Bay Capital Management LP2,931$325.0K0.00%+2,931New
Sepio Capital, LP2,920$323.7K0.02%−8,662−74.8%Reduced
Operose Advisors LLC2,900$321.5K0.09%00.0%Unchanged
Custom Index Systems, LLC2,884$319.7K0.15%+1,247+76.2%Added
Mattern Wealth Management LLC2,878$319.1K0.07%00.0%Unchanged
Triangle Securities Wealth Management2,861$317.2K0.08%+2,861New
Net Worth Advisory Group2,804$310.9K0.07%+115+4.3%Added
Argent Trust Co2,794$309.8K0.01%−1,146−29.1%Reduced
J. Safra Sarasin Holding AG2,792$309.5K0.01%−19,941−87.7%Reduced
Resources Investment Advisors, LLC.2,786$308.9K0.00%+2,786New
Somerville Kurt F2,750$304.9K0.05%−250−8.3%Reduced
Cigna Investments Inc2,736$304.0K0.05%+243+9.7%Added
Ritholtz Wealth Management2,738$303.5K0.01%+686+33.4%Added
Merit Financial Group, LLC2,735$303.2K0.00%+150+5.8%Added
Trust Asset Management LLC2,729$302.6K0.02%00.0%Unchanged
Ewa, LLC2,727$302.3K0.10%+17+0.6%Added
Otter Creek Advisors, LLC2,671$296.1K0.22%−12,716−82.6%Reduced
Phillips Wealth Planners LLC2,745$294.4K0.27%+86+3.2%Added
Wedmont Private Capital2,713$293.4K0.01%−321−10.6%Reduced
Regions Financial Corp2,630$291.6K0.00%+295+12.6%Added
Apollon Wealth Management, LLC2,612$289.6K0.01%−156−5.6%Reduced
Clarius Group, LLC2,580$286.0K0.02%−7−0.3%Reduced
Equitable Holdings, Inc.2,565$284.4K0.00%+2,565New
CWM Advisors, LLC2,561$283.9K0.03%−9−0.4%Reduced
Moneta Group Investment Advisors LLC2,523$279.7K0.00%+24+1.0%Added
Parallel Advisors, LLC2,508$278.1K0.01%+103+4.3%Added
Angeles Wealth Management, LLC2,501$277.3K0.02%+359+16.8%Added
Mather Group, LLC.2,496$276.7K0.00%−141−5.3%Reduced
Axq Capital, LP2,469$273.7K0.09%+2,469New
Tower Wealth Partners, Inc.2,464$273.2K0.16%+108+4.6%Added
Callahan Advisors, LLC2,458$272.5K0.02%00.0%Unchanged
Foundations Investment Advisors, LLC2,455$272.2K0.00%+2,455New
Boston Family Office LLC2,430$269.0K0.02%+80+3.4%Added
NorthRock Partners, LLC2,421$268.4K0.01%−109−4.3%Reduced
Catalyst Funds Management Pty Ltd2,400$266.1K0.07%+2,400New
Copperwynd Financial, LLC2,394$265.4K0.07%+136+6.0%Added
Covenant Partners, LLC2,383$264.2K0.08%00.0%Unchanged
Tiemann Investment Advisors, LLC2,380$263.9K0.11%00.0%Unchanged
MSH Capital Advisors LLC2,378$263.6K0.08%+4+0.2%Added
Level Four Advisory Services, LLC2,375$263.3K0.01%+326+15.9%Added
Wealthspire Advisors, LLC2,374$263.2K0.00%+260+12.3%Added
Corton Capital Inc.2,337$259.1K0.30%+2,337New