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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 189 | $17.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 192 | $18.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 197 | $18.3K | 0.00% | +10+5.3% | Added |
| Salomon & Ludwin, LLC | 196 | $18.6K | 0.00% | +188+2,350.0% | Added |
| JPL Wealth Management, LLC | 199 | $18.7K | 0.00% | +199 | New |
| St Germain D J Co Inc | 200 | $18.8K | 0.00% | −67−25.1% | Reduced |
| Piscataqua Savings Bank | 204 | $19.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 213 | $20.0K | 0.00% | +15+7.6% | Added |
| Harbour Investments, Inc. | 216 | $20.3K | 0.00% | −994−82.1% | Reduced |
| TD Waterhouse Canada Inc. | 219 | $20.3K | 0.00% | −332−60.3% | Reduced |
| State of Wyoming | 218 | $20.4K | 0.00% | +218 | New |
| Kings Path Partners LLC | 231 | $21.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 272 | $21.9K | 0.00% | +220+423.1% | Added |
| Root Financial Partners, LLC | 240 | $22.5K | 0.00% | +240 | New |
| Central Trust Co | 241 | $22.6K | 0.00% | +184+322.8% | Added |
| Ancora Advisors, LLC | 242 | $22.7K | 0.00% | −3−1.2% | Reduced |
| Hemington Wealth Management | 259 | $24.0K | 0.00% | −107−29.2% | Reduced |
| Sound Income Strategies, LLC | 253 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 259 | $24.3K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 270 | $25.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 272 | $25.5K | 0.00% | −72−20.9% | Reduced |
| GW&K Investment Management, LLC | 276 | $26.0K | 0.00% | +33+13.6% | Added |
| GPS Wealth Strategies Group, LLC | 285 | $26.7K | 0.00% | −304−51.6% | Reduced |
| Simplex Trading, LLC | 303 | $28.0K | 0.00% | −13,906−97.9% | Reduced |
| Bruce G. Allen Investments, LLC | 320 | $30.0K | 0.02% | −12−3.6% | Reduced |
| TFC Financial Management | 386 | $36.2K | 0.00% | −1−0.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 399 | $37.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $37.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 403 | $37.8K | 0.00% | −530−56.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $38.5K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 424 | $40.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 433 | $40.6K | 0.00% | −185−29.9% | Reduced |
| Adirondack Trust Co | 459 | $43.0K | 0.01% | +459 | New |
| Clear Street Markets LLC | 505 | $47.4K | 0.02% | +316+167.2% | Added |
| Ogorek Anthony Joseph | 517 | $48.0K | 0.01% | +2+0.4% | Added |
| Cheviot Value Management, LLC | 600 | $49.4K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 539 | $50.6K | 0.01% | +69+14.7% | Added |
| Generali Investments, Management Co LLC | 542 | $50.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 560 | $52.5K | 0.00% | +35+6.7% | Added |
| Versant Capital Management, Inc | 569 | $53.4K | 0.01% | −166−22.6% | Reduced |
| True Wealth Design, LLC | 581 | $54.5K | 0.02% | +568+4,369.2% | Added |
| Curio Wealth, LLC | 600 | $56.3K | 0.02% | −600−50.0% | Reduced |
| Park Place Capital Corp | 604 | $56.6K | 0.01% | −172−22.2% | Reduced |
| Exchange Traded Concepts, LLC | 632 | $59.3K | 0.00% | −2,672−80.9% | Reduced |
| Leonteq Securities AG | 635 | $59.6K | 0.00% | +291+84.6% | Added |
| Bryn Mawr Trust Co | 636 | $59.6K | 0.00% | −143−18.4% | Reduced |
| Onefund, LLC | 639 | $59.9K | 0.04% | +22+3.6% | Added |
| Sentry Investment Management LLC | 636 | $61.0K | 0.04% | −42−6.2% | Reduced |
| Crews Bank & Trust | 655 | $61.4K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $62.7K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $62.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 721 | $67.6K | 0.04% | −2−0.3% | Reduced |
| Smartleaf Asset Management LLC | 735 | $68.4K | 0.00% | +198+36.9% | Added |
| Clearstead Advisors, LLC | 768 | $72.0K | 0.00% | +585+319.7% | Added |
| Orion Capital Management LLC | 807 | $75.7K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 809 | $75.9K | 0.00% | −59−6.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 815 | $76.4K | 0.05% | +815 | New |
| First Horizon Corp | 821 | $77.0K | 0.00% | +821 | New |
| Larson Financial Group LLC | 827 | $77.5K | 0.00% | −526−38.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 835 | $79.5K | 0.03% | +835 | New |
| Catalyst Capital Advisors LLC | 854 | $80.1K | 0.00% | −35,039−97.6% | Reduced |
| Parkside Financial Bank & Trust | 862 | $80.8K | 0.01% | +79+10.1% | Added |
| Massmutual Trust Co FSB | 883 | $82.8K | 0.00% | −7−0.8% | Reduced |
| Assetmark, Inc | 923 | $86.6K | 0.00% | +300+48.2% | Added |
| Ci Investments Inc. | 934 | $88.0K | 0.00% | −141−13.1% | Reduced |
| Quent Capital, LLC | 954 | $89.5K | 0.01% | +954 | New |
| Covestor Ltd | 975 | $91.0K | 0.05% | +298+44.0% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $93.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,014 | $95.1K | 0.01% | +490+93.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,033 | $96.9K | 0.02% | +234+29.3% | Added |
| SOA Wealth Advisors, LLC. | 1,106 | $103.7K | 0.02% | +1,106 | New |
| Caldwell Trust Co | 1,113 | $104.4K | 0.01% | +437+64.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,131 | $106.1K | 0.01% | −7,618−87.1% | Reduced |
| Private Wealth Asset Management, LLC | 1,134 | $106.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,206 | $113.1K | 0.01% | +29+2.5% | Added |
| Promus Capital, LLC | 1,323 | $124.1K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,344 | $125.0K | 0.00% | +18+1.4% | Added |
| Trust Co of Vermont | 1,401 | $131.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,453 | $136.0K | 0.01% | −94,713−98.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,482 | $139.0K | 0.01% | −523−26.1% | Reduced |
| Rothschild Investment LLC | 1,732 | $162.4K | 0.01% | +1,565+937.1% | Added |
| Stephenson National Bank & Trust | 1,758 | $164.9K | 0.05% | −60−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $168.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,865 | $175.0K | 0.01% | −284−13.2% | Reduced |
| Johnson Financial Group, Inc. | 1,913 | $179.4K | 0.01% | +1,517+383.1% | Added |
| Signaturefd, LLC | 1,968 | $184.6K | 0.00% | +176+9.8% | Added |
| ORG Partners LLC | 2,047 | $192.4K | 0.04% | +52+2.6% | Added |
| Quarry LP | 2,052 | $192.5K | 0.05% | +1,854+936.4% | Added |
| Essential Partners LLC | 2,057 | $192.9K | 0.06% | +2,043+14,592.9% | Added |
| Parallel Advisors, LLC | 2,076 | $194.7K | 0.00% | −432−17.2% | Reduced |
| Wealthspire Advisors, LLC | 2,095 | $196.5K | 0.00% | −279−11.8% | Reduced |
| Global Retirement Partners, LLC | 2,104 | $197.4K | 0.00% | −1,343−39.0% | Reduced |
| Legacy Financial Advisors, Inc. | 2,142 | $200.9K | 0.03% | +2,142 | New |
| National Asset Management, Inc. | 2,142 | $200.9K | 0.01% | +2,142 | New |
| RFP Financial Group LLC | 1,970 | $201.0K | 0.08% | +45+2.3% | Added |
| Milestone Asset Management, LLC | 2,148 | $201.5K | 0.04% | +2,148 | New |
| Kavar Capital Partners Group, LLC | 2,188 | $205.2K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 2,212 | $207.5K | 0.01% | +2,212 | New |
| Commerzbank Aktiengesellschaft | 2,217 | $208.0K | 0.00% | +265+13.6% | Added |
| TD Private Client Wealth LLC | 2,218 | $208.0K | 0.00% | +1,782+408.7% | Added |