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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 2,218 | $208.0K | 0.00% | +369+20.0% | Added |
| Tradition Wealth Management, LLC | 2,225 | $208.7K | 0.02% | +13+0.6% | Added |
| Trinity Financial Advisors LLC | 2,279 | $213.7K | 0.06% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 2,296 | $215.3K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,304 | $216.1K | 0.00% | −434−15.9% | Reduced |
| Wedmont Private Capital | 2,264 | $216.3K | 0.01% | −449−16.5% | Reduced |
| NBC Securities, Inc. | 2,324 | $218.0K | 0.02% | +10+0.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,326 | $218.2K | 0.03% | +40+1.7% | Added |
| Angeles Wealth Management, LLC | 2,344 | $219.8K | 0.01% | −157−6.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,351 | $220.5K | 0.02% | +2,351 | New |
| Tiemann Investment Advisors, LLC | 2,380 | $223.2K | 0.09% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,381 | $223.3K | 0.06% | +3+0.1% | Added |
| Covenant Partners, LLC | 2,383 | $223.5K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,385 | $223.7K | 0.01% | +10+0.4% | Added |
| CoreCap Advisors, LLC | 2,412 | $226.2K | 0.01% | −4,734−66.2% | Reduced |
| Fullcircle Wealth LLC | 2,875 | $227.1K | 0.08% | +581+25.3% | Added |
| Argent Trust Co | 2,435 | $228.4K | 0.01% | −359−12.8% | Reduced |
| Allworth Financial LP | 2,442 | $229.1K | 0.00% | −3,057−55.6% | Reduced |
| Patton Fund Management, Inc. | 2,458 | $230.5K | 0.04% | −15,894−86.6% | Reduced |
| Callahan Advisors, LLC | 2,458 | $230.6K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,465 | $231.2K | 0.01% | +200+8.8% | Added |
| Mather Group, LLC. | 2,501 | $234.6K | 0.00% | +5+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,505 | $235.0K | 0.01% | +1,460+139.7% | Added |
| Moneta Group Investment Advisors LLC | 2,525 | $236.8K | 0.00% | +2+0.1% | Added |
| Apollon Wealth Management, LLC | 2,529 | $237.2K | 0.00% | −83−3.2% | Reduced |
| MAI Capital Management | 2,533 | $237.5K | 0.00% | +565+28.7% | Added |
| Wallace Advisory Group, LLC | 2,168 | $240.4K | 0.19% | −1,246−36.5% | Reduced |
| Perigon Wealth Management, LLC | 2,572 | $241.2K | 0.00% | +2,572 | New |
| RMB Capital Management, LLC | 2,589 | $242.8K | 0.00% | −1,852−41.7% | Reduced |
| First Affirmative Financial Network | 2,597 | $243.6K | 0.11% | +304+13.3% | Added |
| Clarius Group, LLC | 2,598 | $243.7K | 0.01% | +18+0.7% | Added |
| Alliance Wealth Advisors, LLC | 2,599 | $243.8K | 0.06% | −376−12.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,600 | $243.9K | 0.00% | +500+23.8% | Added |
| waypoint wealth counsel | 2,625 | $246.2K | 0.10% | +2,625 | New |
| Quantitative Investment Management, LLC | 2,661 | $249.0K | 0.03% | +2,661 | New |
| Custom Index Systems, LLC | 2,664 | $249.9K | 0.07% | −220−7.6% | Reduced |
| Ewa, LLC | 2,672 | $250.6K | 0.07% | −55−2.0% | Reduced |
| Mechanics Bank Trust Department | 2,715 | $254.6K | 0.04% | +700+34.7% | Added |
| Trust Asset Management LLC | 2,729 | $256.0K | 0.02% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,737 | $256.7K | 0.02% | +2,737 | New |
| Mizuho Markets Americas LLC | 2,745 | $257.5K | 0.01% | +553+25.2% | Added |
| Somerville Kurt F | 2,750 | $257.9K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 2,755 | $258.4K | 0.02% | −858−23.7% | Reduced |
| Cigna Investments Inc | 2,799 | $262.0K | 0.04% | +63+2.3% | Added |
| Buckingham Strategic Partners | 3,150 | $262.3K | 0.00% | +3,150 | New |
| Procyon Private Wealth Partners, LLC | 2,809 | $263.5K | 0.02% | −728−20.6% | Reduced |
| Mattern Wealth Management LLC | 2,878 | $269.9K | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,881 | $270.2K | 0.00% | +2,881 | New |
| NorthCrest Asset Manangement, LLC | 2,842 | $271.6K | 0.01% | +2,842 | New |
| Operose Advisors LLC | 2,900 | $272.0K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,912 | $273.1K | 0.01% | −1,890−39.4% | Reduced |
| Vise Technologies, Inc. | 2,935 | $275.3K | 0.01% | −2,266−43.6% | Reduced |
| Frank, Rimerman Advisors LLC | 2,936 | $275.4K | 0.02% | −113−3.7% | Reduced |
| Brighton Securities Corp. | 2,946 | $276.3K | 0.14% | −729−19.8% | Reduced |
| CWA Asset Management Group, LLC | 2,956 | $277.2K | 0.01% | −544−15.5% | Reduced |
| Kathmere Capital Management, LLC | 2,977 | $279.2K | 0.02% | −397−11.8% | Reduced |
| Savvy Advisors, Inc. | 2,983 | $279.7K | 0.01% | +2,983 | New |
| Brinker Capital Investments, LLC | 2,984 | $279.9K | 0.00% | −9,534−76.2% | Reduced |
| SG Americas Securities, LLC | 2,990 | $280.0K | 0.00% | −11,308−79.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,001 | $281.5K | 0.00% | +3,001 | New |
| Farther Finance Advisors, LLC | 3,026 | $283.8K | 0.00% | +84+2.9% | Added |
| Tower Research Capital LLC (TRC) | 3,027 | $283.9K | 0.01% | −1,115−26.9% | Reduced |
| Aigen Investment Management, LP | 3,055 | $286.5K | 0.04% | −16,537−84.4% | Reduced |
| Stonebridge Capital Advisors LLC | 3,100 | $290.7K | 0.02% | −207−6.3% | Reduced |
| Credit Capital Investments LLC | 3,100 | $290.7K | 0.32% | +3,100 | New |
| Palacios Wealth Management, LLC | 3,105 | $291.2K | 0.19% | +3,105 | New |
| Brendel Financial Advisors LLC | 3,115 | $292.2K | 0.15% | −163−5.0% | Reduced |
| Requisite Capital Management, LLC | 3,165 | $296.8K | 0.05% | +3,165 | New |
| Legacy Wealth Asset Management, LLC | 3,195 | $299.7K | 0.07% | +76+2.4% | Added |
| Pensionmark Financial Group, LLC | 3,209 | $301.0K | 0.01% | +1,255+64.2% | Added |
| Capital Advisors Inc | 3,219 | $301.9K | 0.01% | +3,219 | New |
| Checchi Capital Advisers, LLC | 3,247 | $304.5K | 0.02% | −261−7.4% | Reduced |
| Anchor Investment Management, LLC | 3,251 | $304.9K | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 3,258 | $305.6K | 0.01% | +999+44.2% | Added |
| Regions Financial Corp | 3,259 | $305.7K | 0.00% | +629+23.9% | Added |
| Boston Family Office LLC | 3,285 | $308.0K | 0.02% | +855+35.2% | Added |
| CWM Advisors, LLC | 3,305 | $310.0K | 0.03% | +744+29.1% | Added |
| Sagespring Wealth Partners, LLC | 3,315 | $310.9K | 0.01% | −128−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,321 | $311.0K | 0.05% | +3,321 | New |
| Baker Tilly Wealth Management, LLC | 3,330 | $312.3K | 0.07% | +132+4.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,341 | $313.4K | 0.02% | +253+8.2% | Added |
| RMR Capital Management, LLC | 3,440 | $322.6K | 0.23% | +3,440 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,488 | $327.1K | 0.65% | −37,190−91.4% | Reduced |
| Ascent Group, LLC | 3,534 | $331.5K | 0.01% | −1,696−32.4% | Reduced |
| HighPoint Advisor Group LLC | 3,547 | $332.7K | 0.02% | −244−6.4% | Reduced |
| Strategy Asset Managers LLC | 3,551 | $333.0K | 0.06% | −7,297−67.3% | Reduced |
| Cynosure Management, LLC | 3,556 | $333.5K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,563 | $333.8K | 0.01% | −577−13.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,561 | $334.0K | 0.20% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,573 | $335.1K | 0.00% | +1,008+39.3% | Added |
| Jackson Thornton Asset Management, LLC | 3,508 | $336.6K | 0.03% | +3,508 | New |
| Unique Wealth, LLC | 3,620 | $339.5K | 0.05% | +55+1.5% | Added |
| Ballentine Partners, LLC | 3,653 | $342.6K | 0.00% | −19−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,654 | $342.7K | 0.01% | −1,613−30.6% | Reduced |
| Pallas Capital Advisors LLC | 3,674 | $344.6K | 0.01% | +3,674 | New |
| Cary Street Partner Investment Advisory LLC | 3,676 | $344.8K | 0.14% | +1,725+88.4% | Added |
| AssuredPartners Investment Advisors, LLC | 3,761 | $352.8K | 0.08% | +3,761 | New |
| Prescott Group Capital Management, L.L.C. | 3,768 | $353.4K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 3,768 | $353.4K | 0.05% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,819 | $358.2K | 0.04% | +5+0.1% | Added |