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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, Q3 2025

Institutional positions in Brown & Brown, Inc. as of Sep 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
897
−19 vs. Q2 2025
Shares held
262.1M
−176.7K (−0.1%) vs. Q2 2025
Total value
$24.6B
−$4.50B (−15.5%) vs. Q2 2025
New holders
101
400 more added
Sold out
120
292 more reduced

15 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 897 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 heldQ3 2025: $24.6B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2025.

Institutions holding BRO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Twin Peaks Wealth Advisors, LLC0$00.00%−171−100.0%Sold out
NewSquare Capital LLC0$00.00%−109−100.0%Sold out
Sierra Ocean, LLC0$00.00%−90−100.0%Sold out
GFG Capital, LLC0$00.00%−73−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−72−100.0%Sold out
Transce3nd, LLC0$00.00%−66−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−61−100.0%Sold out
Evelyn Partners Investment Management LLP0$00.00%−57−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−40−100.0%Sold out
YANKCOM Partnership0$00.00%−40−100.0%Sold out
Princeton Global Asset Management LLC0$00.00%−28−100.0%Sold out
DHJJ Financial Advisors, Ltd.0$00.00%−20−100.0%Sold out
Clark Wealth Partners0$00.00%−13−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−11−100.0%Sold out
Stephens Consulting, LLC0$00.00%−9−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−8−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
Congress Wealth Management LLC––––Not filed
Forte Capital LLC––––Not filed
CIBC World Markets Corp––––Not filed
CHB Investment Group, LLC––––Not filed
Covey Capital Advisors, LLC––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Scott Marsh Financial, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Talon Private Wealth, LLC––––Not filed
Graypoint LLC––––Not filed
Copperwynd Financial, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
First Horizon Advisors, Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed