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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 3,822 | $358.5K | 0.11% | −62−1.6% | Reduced |
| Krilogy Financial LLC | 4,610 | $358.8K | 0.01% | +4,610 | New |
| Triangle Securities Wealth Management | 3,871 | $363.1K | 0.08% | +1,010+35.3% | Added |
| FourThought Financial Partners, LLC | 3,917 | $367.4K | 0.03% | +1,985+102.7% | Added |
| NorthRock Partners, LLC | 3,951 | $370.6K | 0.01% | +1,530+63.2% | Added |
| Meeder Advisory Services, Inc. | 4,037 | $378.6K | 0.02% | +530+15.1% | Added |
| Washington Trust Bank | 4,070 | $381.7K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,356 | $382.3K | 0.02% | +4,356 | New |
| Belpointe Asset Management LLC | 4,096 | $384.2K | 0.01% | +41+1.0% | Added |
| XTX Topco Ltd | 4,107 | $385.2K | 0.02% | −4,836−54.1% | Reduced |
| Brown Advisory Inc | 4,117 | $386.2K | 0.00% | +54+1.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,134 | $387.7K | 0.08% | −4,865−54.1% | Reduced |
| Means Investment Co., Inc. | 4,152 | $389.4K | 0.03% | +10.0% | Added |
| ASR Vermogensbeheer N.V. | 4,165 | $390.6K | 0.00% | −48−1.1% | Reduced |
| Profund Advisors LLC | 4,184 | $392.4K | 0.01% | +417+11.1% | Added |
| Wetherby Asset Management Inc | 4,190 | $393.0K | 0.02% | +183+4.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $398.6K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 4,293 | $402.6K | 0.03% | +4,293 | New |
| Apriem Advisors | 4,346 | $407.6K | 0.04% | +3+0.1% | Added |
| Phillips Wealth Planners LLC | 4,319 | $407.9K | 0.34% | +1,574+57.3% | Added |
| Trust Point Inc. | 4,367 | $409.6K | 0.03% | +164+3.9% | Added |
| Change Path, LLC | 4,369 | $409.8K | 0.01% | −23−0.5% | Reduced |
| Gateway Investment Advisers LLC | 4,435 | $416.0K | 0.00% | +190+4.5% | Added |
| Gibbs Wealth Management | 4,585 | $430.1K | 0.10% | −9,285−66.9% | Reduced |
| Private Advisor Group, LLC | 4,590 | $430.5K | 0.00% | +374+8.9% | Added |
| Forum Private Client Group LLC | 4,599 | $431.3K | 0.15% | +7+0.2% | Added |
| Revisor Wealth Management LLC | 4,490 | $433.7K | 0.15% | −17−0.4% | Reduced |
| Moment Partners, LLC | 4,632 | $434.4K | 0.08% | +136+3.0% | Added |
| American National Bank of Texas | 4,647 | $435.8K | 0.41% | +4,647 | New |
| Transcend Wealth Collective, LLC | 4,677 | $438.7K | 0.03% | +2,584+123.5% | Added |
| Forum Financial Management, LP | 4,727 | $443.3K | 0.01% | −10.0% | Reduced |
| Klingman & Associates, LLC | 4,751 | $445.6K | 0.02% | +252+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 4,804 | $450.6K | 0.02% | +355+8.0% | Added |
| Portside Wealth Group, LLC | 4,929 | $462.3K | 0.06% | −1,763−26.3% | Reduced |
| Bullock Wealth Management Group | 5,040 | $467.5K | 0.23% | +6+0.1% | Added |
| Venturi Wealth Management, LLC | 5,008 | $469.7K | 0.02% | −259−4.9% | Reduced |
| Illinois Municipal Retirement Fund | 5,012 | $470.1K | 0.01% | −17,427−77.7% | Reduced |
| Phillips Financial Management, LLC | 5,067 | $475.2K | 0.03% | +940+22.8% | Added |
| Legacy Capital Wealth Partners, LLC | 5,077 | $476.2K | 0.10% | −106−2.0% | Reduced |
| Gen-Wealth Partners Inc | 5,097 | $478.0K | 0.16% | +359+7.6% | Added |
| Huntington National Bank | 5,150 | $483.0K | 0.00% | +1,589+44.6% | Added |
| Vestcor Inc | 5,183 | $486.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,196 | $487.3K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 5,215 | $489.1K | 0.06% | −6−0.1% | Reduced |
| Advisor OS, LLC | 5,229 | $490.4K | 0.04% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,234 | $490.9K | 0.14% | −28−0.5% | Reduced |
| Centennial Bank | 5,324 | $499.3K | 0.20% | −2,500−32.0% | Reduced |
| Element Capital Management LLC | 5,375 | $504.1K | 0.71% | −244,625−97.9% | Reduced |
| Mayflower Financial Advisors, LLC | 5,435 | $509.8K | 0.06% | −10.0% | Reduced |
| Next Level Private LLC | 5,432 | $513.0K | 0.15% | +10.0% | Added |
| Mutual Advisors, LLC | 5,855 | $519.8K | 0.01% | +1,764+43.1% | Added |
| Canada Post Corp Registered Pension Plan | 5,600 | $520.9K | 0.02% | +2,190+64.2% | Added |
| MUFG Securities EMEA plc | 5,608 | $526.0K | 0.01% | +4,780+577.3% | Added |
| Boreal Capital Management LLC | 5,656 | $530.5K | 0.43% | +1,503+36.2% | Added |
| Fidelis Capital Partners, LLC | 5,658 | $530.7K | 0.04% | +79+1.4% | Added |
| Allianz SE | 5,680 | $532.7K | 0.01% | +5,680 | New |
| SevenBridge Financial Group, LLC | 6,721 | $539.0K | 0.09% | +275+4.3% | Added |
| Sowell Financial Services LLC | 5,826 | $546.4K | 0.02% | +200+3.6% | Added |
| Integrated Investment Consultants, LLC | 5,869 | $550.5K | 0.09% | −2,095−26.3% | Reduced |
| ORG Wealth Partners, LLC | 5,873 | $550.9K | 0.12% | −239−3.9% | Reduced |
| Adviser Investments LLC | 5,888 | $552.2K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 5,917 | $555.0K | 0.07% | −77−1.3% | Reduced |
| Sunbelt Securities, Inc. | 5,948 | $557.9K | 0.04% | +5,648+1,882.7% | Added |
| Global X Japan Co., Ltd. | 5,970 | $559.9K | 0.05% | +977+19.6% | Added |
| Quadrant Capital Group LLC | 5,982 | $561.1K | 0.02% | +3,767+170.1% | Added |
| Ashton Thomas Private Wealth, LLC | 6,017 | $564.4K | 0.01% | +1,594+36.0% | Added |
| Radnor Capital Management, LLC | 6,055 | $567.9K | 0.09% | 00.0% | Unchanged |
| Studio Investment Management LLC | 6,132 | $575.1K | 0.11% | +230+3.9% | Added |
| Golden State Equity Partners | 6,143 | $576.1K | 0.10% | +564+10.1% | Added |
| BOK Financial Private Wealth, Inc. | 6,169 | $578.6K | 0.04% | −5,901−48.9% | Reduced |
| Journey Strategic Wealth LLC | 6,273 | $588.3K | 0.02% | +1,598+34.2% | Added |
| Hamilton Capital Partners Inc. | 6,382 | $598.6K | 0.02% | +4,169+188.4% | Added |
| Landscape Capital Management, L.L.C. | 6,399 | $600.2K | 0.04% | −6,480−50.3% | Reduced |
| Caerus Investment Advisors, LLC | 6,501 | $609.7K | 0.25% | +6,501 | New |
| Advisory Alpha, LLC | 6,545 | $611.7K | 0.02% | +1,356+26.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,523 | $611.8K | 0.02% | +4,677+253.4% | Added |
| Sound Financial Strategies Group, LLC | 6,608 | $619.8K | 0.45% | −106−1.6% | Reduced |
| Quest Partners LLC | 6,625 | $621.4K | 0.04% | −50−0.7% | Reduced |
| STRS Ohio | 6,671 | $625.7K | 0.00% | +84+1.3% | Added |
| NFP Retirement, Inc. | 6,710 | $629.3K | 0.04% | +7+0.1% | Added |
| Arkadios Wealth Advisors | 6,727 | $631.0K | 0.02% | +1,321+24.4% | Added |
| Hohimer Wealth Management, LLC | 6,756 | $633.6K | 0.09% | +6,756 | New |
| DSM Capital Partners LLC | 6,777 | $635.6K | 0.01% | +6,777 | New |
| Henshaw Capital LLC | 6,796 | $637.4K | 0.02% | −5,098−42.9% | Reduced |
| Moors & Cabot, Inc. | 6,805 | $638.2K | 0.03% | +142+2.1% | Added |
| Skopos Labs, Inc. | 5,830 | $638.8K | 0.09% | +47+0.8% | Added |
| Warren Averett Asset Management, LLC | 6,832 | $640.8K | 0.01% | +2,440+55.6% | Added |
| Xcel Wealth Management, LLC | 6,834 | $641.0K | 0.17% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 6,981 | $654.7K | 0.13% | −2,039−22.6% | Reduced |
| Silver Oak Securities, Inc | 6,988 | $655.4K | 0.05% | +3,802+119.3% | Added |
| Siemens Fonds Invest GmbH | 7,046 | $660.8K | 0.04% | +733+11.6% | Added |
| Hunter Associates Investment Management LLC | 7,020 | $661.0K | 0.09% | −600−7.9% | Reduced |
| Norden Group LLC | 7,056 | $661.8K | 0.07% | −1,845−20.7% | Reduced |
| J.W. Cole Advisors, Inc. | 7,069 | $663.0K | 0.01% | +237+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,136 | $669.3K | 0.02% | +1,395+24.3% | Added |
| Vontobel Holding Ltd. | 7,189 | $674.3K | 0.00% | +2,388+49.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,342 | $688.6K | 0.05% | +848+13.1% | Added |
| Boothbay Fund Management, LLC | 7,386 | $692.7K | 0.02% | −15,179−67.3% | Reduced |
| Holland Advisory Services, Inc. | 7,391 | $693.2K | 0.95% | +10+0.1% | Added |
| Hyperion Capital Advisors LP | 7,500 | $703.4K | 0.38% | 00.0% | Unchanged |