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 |
|---|---|---|---|---|---|
| Intelligent Financial Strategies | 445 | $49.3K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 446 | $49.0K | 0.00% | +446 | New |
| TD Private Client Wealth LLC | 436 | $48.3K | 0.00% | +123+39.3% | Added |
| First PREMIER Bank | 424 | $47.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $45.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $44.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $44.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 396 | $43.9K | 0.00% | −413−51.1% | Reduced |
| Raiffeisen Bank International AG | 400 | $43.4K | 0.00% | −133−25.0% | Reduced |
| TFC Financial Management | 387 | $42.9K | 0.01% | +1+0.3% | Added |
| Garde Capital, Inc. | 371 | $41.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 366 | $40.0K | 0.01% | +23+6.7% | Added |
| SBI Securities Co., Ltd. | 344 | $38.1K | 0.00% | −110−24.2% | Reduced |
| Leonteq Securities AG | 344 | $38.1K | 0.00% | +285+483.1% | Added |
| Bruce G. Allen Investments, LLC | 332 | $36.8K | 0.03% | +305+1,129.6% | Added |
| Sunbelt Securities, Inc. | 300 | $30.6K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 270 | $30.0K | 0.01% | −499−64.9% | Reduced |
| St Germain D J Co Inc | 267 | $29.6K | 0.00% | +200+298.5% | Added |
| Bares Capital Management, Inc. | 259 | $28.7K | 0.00% | +46+21.6% | Added |
| Sound Income Strategies, LLC | 253 | $28.1K | 0.00% | −848−77.0% | Reduced |
| Ancora Advisors, LLC | 245 | $27.2K | 0.00% | +22+9.9% | Added |
| GW&K Investment Management, LLC | 243 | $27.0K | 0.00% | −176−42.0% | Reduced |
| Motco | 293 | $26.8K | 0.00% | +293 | New |
| Kings Path Partners LLC | 231 | $25.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 221 | $24.5K | 0.00% | +221 | New |
| Ameritas Advisory Services, LLC | 214 | $23.7K | 0.00% | +214 | New |
| Piscataqua Savings Bank | 204 | $22.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 198 | $22.0K | 0.00% | −20−9.2% | Reduced |
| Quarry LP | 198 | $22.0K | 0.01% | +198 | New |
| Solstein Capital, LLC | 192 | $21.3K | 0.01% | +192 | New |
| Lazard Asset Management LLC | 196 | $21.0K | 0.00% | −3,005−93.9% | Reduced |
| Atlantic Trust, LLC | 189 | $21.0K | 0.00% | +189 | New |
| Clear Street Markets LLC | 189 | $21.0K | 0.01% | +188+18,800.0% | Added |
| Key Financial Inc | 187 | $20.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 183 | $20.3K | 0.00% | +177+2,950.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 171 | $18.9K | 0.01% | −35−17.0% | Reduced |
| Rothschild Investment LLC | 167 | $18.5K | 0.00% | +26+18.4% | Added |
| South State Corp. | 166 | $18.4K | 0.00% | −88−34.6% | Reduced |
| JFS Wealth Advisors, LLC | 154 | $17.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $16.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 149 | $16.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $16.3K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 171 | $16.2K | 0.01% | +171 | New |
| Cullen/Frost Bankers, Inc. | 142 | $15.7K | 0.00% | +142 | New |
| Rocky Mountain Advisers, LLC | 136 | $15.1K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 134 | $14.9K | 0.02% | −12−8.2% | Reduced |
| Rise Advisors, LLC | 129 | $14.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 124 | $13.8K | 0.00% | +10+8.8% | Added |
| Accredited Wealth Management, LLC | 124 | $13.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $13.3K | 0.00% | +5+4.3% | Added |
| Private Wealth Management Group, LLC | 113 | $12.5K | 0.00% | +28+32.9% | Added |
| Tompkins Financial Corp | 111 | $12.3K | 0.00% | +111 | New |
| NewSquare Capital LLC | 109 | $12.1K | 0.00% | −7−6.0% | Reduced |
| Whipplewood Advisors, LLC | 107 | $11.9K | 0.01% | −88−45.1% | Reduced |
| Itau Unibanco Holding S.A. | 106 | $11.8K | 0.00% | −16−13.1% | Reduced |
| Spire Wealth Management | 100 | $11.1K | 0.00% | −1,041−91.2% | Reduced |
| HHM Wealth Advisors, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 90 | $10.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 91 | $9.91K | 0.00% | +91 | New |
| Greykasell Wealth Strategies, Inc. | 88 | $9.76K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 85 | $9.42K | 0.00% | +85 | New |
| Carolina Wealth Advisors, LLC | 84 | $9.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $8.87K | 0.00% | +23+40.4% | Added |
| GFG Capital, LLC | 73 | $8.09K | 0.00% | +73 | New |
| Park Square Financial Group, LLC | 72 | $7.98K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 71 | $7.87K | 0.01% | −31−30.4% | Reduced |
| Copia Wealth Management | 70 | $7.76K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 68 | $7.54K | 0.00% | +24+54.5% | Added |
| Transce3nd, LLC | 66 | $7.32K | 0.00% | −3−4.3% | Reduced |
| Hughes Financial Services, LLC | 77 | $7.07K | 0.00% | +7+10.0% | Added |
| Trifecta Capital Advisors, LLC | 62 | $6.87K | 0.00% | +38+158.3% | Added |
| Creative Capital Management Investments LLC | 61 | $6.76K | 0.00% | +61 | New |
| Central Trust Co | 57 | $6.32K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $6.32K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 57 | $6.32K | 0.00% | +57 | New |
| Avion Wealth | 55 | $6.00K | 0.00% | +10+22.2% | Added |
| City State Bank | 54 | $5.99K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 51 | $5.65K | 0.00% | +51 | New |
| Principia Wealth Advisory, LLC | 50 | $5.54K | 0.00% | +42+525.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 48 | $5.32K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $5.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 46 | $5.10K | 0.00% | −3−6.1% | Reduced |
| JDM Financial Group LLC | 45 | $4.99K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 44 | $4.88K | 0.00% | −4−8.3% | Reduced |
| Cornerstone Planning Group LLC | 52 | $4.77K | 0.00% | +22+73.3% | Added |
| Geneos Wealth Management Inc. | 40 | $4.43K | 0.00% | +4+11.1% | Added |
| YANKCOM Partnership | 40 | $4.43K | 0.00% | +40 | New |
| Abound Wealth Management | 39 | $4.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $4.32K | 0.00% | +1+2.6% | Added |
| Sachetta, LLC | 38 | $4.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 38 | $4.21K | 0.00% | +38 | New |
| Tortoise Investment Management, LLC | 35 | $3.88K | 0.00% | +2+6.1% | Added |
| CVA Family Office, LLC | 34 | $3.77K | 0.00% | −18−34.6% | Reduced |
| Raffa Wealth Management, LLC | 31 | $3.44K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 28 | $3.10K | 0.00% | +28 | New |
| Sittner & Nelson, LLC | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 24 | $2.61K | 0.00% | +1+4.3% | Added |
| First Command Advisory Services, Inc. | 23 | $2.55K | 0.00% | 00.0% | Unchanged |