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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 2,327 | $258.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,314 | $256.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,296 | $254.6K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,293 | $254.2K | 0.13% | −86−3.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2,286 | $253.4K | 0.04% | −471−17.1% | Reduced |
| Burling Wealth Partners, LLC | 2,284 | $253.2K | 0.05% | −186−7.5% | Reduced |
| Trinity Financial Advisors LLC | 2,278 | $252.6K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,265 | $251.1K | 0.01% | +31+1.4% | Added |
| Voleon Capital Management LP | 2,259 | $250.5K | 0.01% | +2,259 | New |
| Kestra Private Wealth Services, LLC | 2,239 | $248.2K | 0.00% | −4,633−67.4% | Reduced |
| Atria Wealth Solutions, Inc. | 2,239 | $248.2K | 0.01% | +2,239 | New |
| Quadrant Capital Group LLC | 2,215 | $245.6K | 0.01% | +48+2.2% | Added |
| Hamilton Capital Partners Inc. | 2,213 | $245.4K | 0.01% | −804−26.6% | Reduced |
| Tradition Wealth Management, LLC | 2,212 | $245.3K | 0.02% | +9+0.4% | Added |
| Mizuho Markets Americas LLC | 2,192 | $243.0K | 0.01% | −9,221−80.8% | Reduced |
| Kavar Capital Partners Group, LLC | 2,188 | $242.6K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,147 | $238.0K | 0.03% | −487−18.5% | Reduced |
| Smithfield Trust Co | 2,149 | $238.0K | 0.01% | −12−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 2,115 | $234.5K | 0.01% | +175+9.0% | Added |
| ICONIQ Capital, LLC | 2,110 | $233.9K | 0.00% | +109+5.4% | Added |
| Wolverine Trading, LLC | 2,133 | $233.7K | 0.01% | +2,133 | New |
| Douglass Winthrop Advisors, LLC | 2,100 | $232.8K | 0.00% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,095 | $232.3K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,093 | $232.1K | 0.02% | −71−3.3% | Reduced |
| Smith Shellnut Wilson LLC | 2,062 | $228.6K | 0.10% | −1,677−44.9% | Reduced |
| Banque Cantonale Vaudoise | 2,026 | $225.0K | 0.01% | −154−7.1% | Reduced |
| Insight Wealth Strategies, LLC | 2,056 | $224.0K | 0.03% | −34,468−94.4% | Reduced |
| Mechanics Bank Trust Department | 2,015 | $223.4K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,005 | $222.3K | 0.02% | +2,005 | New |
| RBF Capital, LLC | 2,000 | $221.7K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,995 | $221.2K | 0.02% | +1,995 | New |
| Wood Tarver Financial Group, LLC | 1,984 | $220.0K | 0.07% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,982 | $219.7K | 0.07% | +72+3.8% | Added |
| MAI Capital Management | 1,968 | $218.2K | 0.00% | +161+8.9% | Added |
| ORG Partners LLC | 1,995 | $217.7K | 0.05% | +132+7.1% | Added |
| Commerzbank Aktiengesellschaft | 1,952 | $217.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,954 | $216.6K | 0.00% | +1,954 | New |
| Cary Street Partner Investment Advisory LLC | 1,951 | $216.3K | 0.10% | +88+4.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,946 | $215.8K | 0.00% | −858−30.6% | Reduced |
| Barr E S & Co | 1,937 | $214.8K | 0.01% | +1,937 | New |
| FourThought Financial Partners, LLC | 1,932 | $214.2K | 0.02% | −86−4.3% | Reduced |
| RFP Financial Group LLC | 1,925 | $213.5K | 0.09% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 2,294 | $212.7K | 0.08% | +228+11.0% | Added |
| Spirepoint Private Client, LLC | 1,909 | $211.7K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,902 | $210.9K | 0.01% | +108+6.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,849 | $205.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,846 | $204.7K | 0.01% | −36−1.9% | Reduced |
| Stephenson National Bank & Trust | 1,818 | $201.6K | 0.07% | +1,818 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $199.6K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,798 | $199.4K | 0.05% | +1,798 | New |
| Signaturefd, LLC | 1,792 | $198.7K | 0.00% | +52+3.0% | Added |
| Virtus ETF Advisers LLC | 1,724 | $191.1K | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,689 | $187.3K | 0.01% | +483+40.0% | Added |
| First Horizon Advisors, Inc. | 1,495 | $165.8K | 0.00% | −40−2.6% | Reduced |
| Trust Co of Vermont | 1,401 | $155.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,353 | $150.0K | 0.01% | −62−4.4% | Reduced |
| Promus Capital, LLC | 1,323 | $146.7K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,326 | $146.0K | 0.00% | −19,516−93.6% | Reduced |
| Harbour Investments, Inc. | 1,210 | $134.2K | 0.00% | +1,118+1,215.2% | Added |
| Curio Wealth, LLC | 1,200 | $133.0K | 0.06% | +1,199+119,900.0% | Added |
| Montag A & Associates Inc | 1,177 | $130.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,176 | $130.4K | 0.04% | +6+0.5% | Added |
| Private Wealth Asset Management, LLC | 1,134 | $125.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,075 | $119.0K | 0.00% | +74+7.4% | Added |
| EverSource Wealth Advisors, LLC | 1,045 | $115.9K | 0.01% | +223+27.1% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $110.9K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 979 | $108.5K | 0.00% | +979 | New |
| Cary Street Partners Financial LLC | 933 | $103.4K | 0.00% | +353+60.9% | Added |
| Headlands Technologies LLC | 902 | $100.0K | 0.01% | +902 | New |
| Massmutual Trust Co FSB | 890 | $98.7K | 0.00% | +176+24.6% | Added |
| Ronald Blue Trust, Inc. | 868 | $96.2K | 0.00% | −134−13.4% | Reduced |
| MUFG Securities EMEA plc | 828 | $91.8K | 0.00% | +828 | New |
| Orion Capital Management LLC | 807 | $89.5K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 799 | $88.5K | 0.03% | −65−7.5% | Reduced |
| Parkside Financial Bank & Trust | 783 | $86.8K | 0.01% | +9+1.2% | Added |
| Bryn Mawr Trust Co | 779 | $86.4K | 0.00% | +2+0.3% | Added |
| Park Place Capital Corp | 776 | $84.5K | 0.02% | −181−18.9% | Reduced |
| Versant Capital Management, Inc | 735 | $81.5K | 0.01% | +3+0.4% | Added |
| Cromwell Holdings LLC | 723 | $80.2K | 0.05% | +10+1.4% | Added |
| Covestor Ltd | 677 | $75.0K | 0.04% | −260−27.7% | Reduced |
| Caldwell Trust Co | 676 | $74.9K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $74.1K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $74.1K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 678 | $73.0K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 655 | $72.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 623 | $69.1K | 0.00% | +408+189.8% | Added |
| Eastern Bank | 618 | $68.5K | 0.00% | +453+274.5% | Added |
| Onefund, LLC | 617 | $68.0K | 0.05% | +617 | New |
| GPS Wealth Strategies Group, LLC | 589 | $65.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 551 | $60.0K | 0.00% | −15,238−96.5% | Reduced |
| Generali Investments, Management Co LLC | 542 | $60.0K | 0.01% | +542 | New |
| SRS Capital Advisors, Inc. | 507 | $59.1K | 0.00% | +3+0.6% | Added |
| Smartleaf Asset Management LLC | 537 | $58.8K | 0.01% | −211−28.2% | Reduced |
| Asset Dedication, LLC | 525 | $58.2K | 0.00% | +19+3.8% | Added |
| Private Trust Co NA | 524 | $58.1K | 0.01% | −3,071−85.4% | Reduced |
| Ogorek Anthony Joseph | 515 | $57.0K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 600 | $56.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 470 | $52.1K | 0.01% | +28+6.3% | Added |
| Colonial Trust Co | 466 | $51.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 454 | $50.0K | 0.03% | +454 | New |