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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 7,342 | $688.6K | 0.05% | +848+13.1% | Added |
| Vontobel Holding Ltd. | 7,189 | $674.3K | 0.00% | +2,388+49.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,136 | $669.3K | 0.02% | +1,395+24.3% | Added |
| J.W. Cole Advisors, Inc. | 7,069 | $663.0K | 0.01% | +237+3.5% | Added |
| Norden Group LLC | 7,056 | $661.8K | 0.07% | −1,845−20.7% | Reduced |
| Hunter Associates Investment Management LLC | 7,020 | $661.0K | 0.09% | −600−7.9% | Reduced |
| Siemens Fonds Invest GmbH | 7,046 | $660.8K | 0.04% | +733+11.6% | Added |
| Silver Oak Securities, Inc | 6,988 | $655.4K | 0.05% | +3,802+119.3% | Added |
| Atlas Legacy Advisors, LLC | 6,981 | $654.7K | 0.13% | −2,039−22.6% | Reduced |
| Xcel Wealth Management, LLC | 6,834 | $641.0K | 0.17% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,832 | $640.8K | 0.01% | +2,440+55.6% | Added |
| Skopos Labs, Inc. | 5,830 | $638.8K | 0.09% | +47+0.8% | Added |
| Moors & Cabot, Inc. | 6,805 | $638.2K | 0.03% | +142+2.1% | Added |
| Henshaw Capital LLC | 6,796 | $637.4K | 0.02% | −5,098−42.9% | Reduced |
| DSM Capital Partners LLC | 6,777 | $635.6K | 0.01% | +6,777 | New |
| Hohimer Wealth Management, LLC | 6,756 | $633.6K | 0.09% | +6,756 | New |
| Arkadios Wealth Advisors | 6,727 | $631.0K | 0.02% | +1,321+24.4% | Added |
| NFP Retirement, Inc. | 6,710 | $629.3K | 0.04% | +7+0.1% | Added |
| STRS Ohio | 6,671 | $625.7K | 0.00% | +84+1.3% | Added |
| Quest Partners LLC | 6,625 | $621.4K | 0.04% | −50−0.7% | Reduced |
| Sound Financial Strategies Group, LLC | 6,608 | $619.8K | 0.45% | −106−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,523 | $611.8K | 0.02% | +4,677+253.4% | Added |
| Advisory Alpha, LLC | 6,545 | $611.7K | 0.02% | +1,356+26.1% | Added |
| Caerus Investment Advisors, LLC | 6,501 | $609.7K | 0.25% | +6,501 | New |
| Landscape Capital Management, L.L.C. | 6,399 | $600.2K | 0.04% | −6,480−50.3% | Reduced |
| Hamilton Capital Partners Inc. | 6,382 | $598.6K | 0.02% | +4,169+188.4% | Added |
| Journey Strategic Wealth LLC | 6,273 | $588.3K | 0.02% | +1,598+34.2% | Added |
| BOK Financial Private Wealth, Inc. | 6,169 | $578.6K | 0.04% | −5,901−48.9% | Reduced |
| Golden State Equity Partners | 6,143 | $576.1K | 0.10% | +564+10.1% | Added |
| Studio Investment Management LLC | 6,132 | $575.1K | 0.11% | +230+3.9% | Added |
| Radnor Capital Management, LLC | 6,055 | $567.9K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,017 | $564.4K | 0.01% | +1,594+36.0% | Added |
| Quadrant Capital Group LLC | 5,982 | $561.1K | 0.02% | +3,767+170.1% | Added |
| Global X Japan Co., Ltd. | 5,970 | $559.9K | 0.05% | +977+19.6% | Added |
| Sunbelt Securities, Inc. | 5,948 | $557.9K | 0.04% | +5,648+1,882.7% | Added |
| S-Bank Fund Management Ltd | 5,917 | $555.0K | 0.07% | −77−1.3% | Reduced |
| Adviser Investments LLC | 5,888 | $552.2K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 5,873 | $550.9K | 0.12% | −239−3.9% | Reduced |
| Integrated Investment Consultants, LLC | 5,869 | $550.5K | 0.09% | −2,095−26.3% | Reduced |
| Sowell Financial Services LLC | 5,826 | $546.4K | 0.02% | +200+3.6% | Added |
| SevenBridge Financial Group, LLC | 6,721 | $539.0K | 0.09% | +275+4.3% | Added |
| Allianz SE | 5,680 | $532.7K | 0.01% | +5,680 | New |
| Fidelis Capital Partners, LLC | 5,658 | $530.7K | 0.04% | +79+1.4% | Added |
| Boreal Capital Management LLC | 5,656 | $530.5K | 0.43% | +1,503+36.2% | Added |
| MUFG Securities EMEA plc | 5,608 | $526.0K | 0.01% | +4,780+577.3% | Added |
| Canada Post Corp Registered Pension Plan | 5,600 | $520.9K | 0.02% | +2,190+64.2% | Added |
| Mutual Advisors, LLC | 5,855 | $519.8K | 0.01% | +1,764+43.1% | Added |
| Next Level Private LLC | 5,432 | $513.0K | 0.15% | +10.0% | Added |
| Mayflower Financial Advisors, LLC | 5,435 | $509.8K | 0.06% | −10.0% | Reduced |
| Element Capital Management LLC | 5,375 | $504.1K | 0.71% | −244,625−97.9% | Reduced |
| Centennial Bank | 5,324 | $499.3K | 0.20% | −2,500−32.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,234 | $490.9K | 0.14% | −28−0.5% | Reduced |
| Advisor OS, LLC | 5,229 | $490.4K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 5,215 | $489.1K | 0.06% | −6−0.1% | Reduced |
| Howland Capital Management LLC | 5,196 | $487.3K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 5,183 | $486.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,150 | $483.0K | 0.00% | +1,589+44.6% | Added |
| Gen-Wealth Partners Inc | 5,097 | $478.0K | 0.16% | +359+7.6% | Added |
| Legacy Capital Wealth Partners, LLC | 5,077 | $476.2K | 0.10% | −106−2.0% | Reduced |
| Phillips Financial Management, LLC | 5,067 | $475.2K | 0.03% | +940+22.8% | Added |
| Illinois Municipal Retirement Fund | 5,012 | $470.1K | 0.01% | −17,427−77.7% | Reduced |
| Venturi Wealth Management, LLC | 5,008 | $469.7K | 0.02% | −259−4.9% | Reduced |
| Bullock Wealth Management Group | 5,040 | $467.5K | 0.23% | +6+0.1% | Added |
| Portside Wealth Group, LLC | 4,929 | $462.3K | 0.06% | −1,763−26.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,804 | $450.6K | 0.02% | +355+8.0% | Added |
| Klingman & Associates, LLC | 4,751 | $445.6K | 0.02% | +252+5.6% | Added |
| Forum Financial Management, LP | 4,727 | $443.3K | 0.01% | −10.0% | Reduced |
| Transcend Wealth Collective, LLC | 4,677 | $438.7K | 0.03% | +2,584+123.5% | Added |
| American National Bank of Texas | 4,647 | $435.8K | 0.41% | +4,647 | New |
| Moment Partners, LLC | 4,632 | $434.4K | 0.08% | +136+3.0% | Added |
| Revisor Wealth Management LLC | 4,490 | $433.7K | 0.15% | −17−0.4% | Reduced |
| Forum Private Client Group LLC | 4,599 | $431.3K | 0.15% | +7+0.2% | Added |
| Private Advisor Group, LLC | 4,590 | $430.5K | 0.00% | +374+8.9% | Added |
| Gibbs Wealth Management | 4,585 | $430.1K | 0.10% | −9,285−66.9% | Reduced |
| Gateway Investment Advisers LLC | 4,435 | $416.0K | 0.00% | +190+4.5% | Added |
| Change Path, LLC | 4,369 | $409.8K | 0.01% | −23−0.5% | Reduced |
| Trust Point Inc. | 4,367 | $409.6K | 0.03% | +164+3.9% | Added |
| Phillips Wealth Planners LLC | 4,319 | $407.9K | 0.34% | +1,574+57.3% | Added |
| Apriem Advisors | 4,346 | $407.6K | 0.04% | +3+0.1% | Added |
| Tema ETFs LLC | 4,293 | $402.6K | 0.03% | +4,293 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,250 | $398.6K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,190 | $393.0K | 0.02% | +183+4.6% | Added |
| Profund Advisors LLC | 4,184 | $392.4K | 0.01% | +417+11.1% | Added |
| ASR Vermogensbeheer N.V. | 4,165 | $390.6K | 0.00% | −48−1.1% | Reduced |
| Means Investment Co., Inc. | 4,152 | $389.4K | 0.03% | +10.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,134 | $387.7K | 0.08% | −4,865−54.1% | Reduced |
| Brown Advisory Inc | 4,117 | $386.2K | 0.00% | +54+1.3% | Added |
| XTX Topco Ltd | 4,107 | $385.2K | 0.02% | −4,836−54.1% | Reduced |
| Belpointe Asset Management LLC | 4,096 | $384.2K | 0.01% | +41+1.0% | Added |
| Verdence Capital Advisors LLC | 4,356 | $382.3K | 0.02% | +4,356 | New |
| Washington Trust Bank | 4,070 | $381.7K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,037 | $378.6K | 0.02% | +530+15.1% | Added |
| NorthRock Partners, LLC | 3,951 | $370.6K | 0.01% | +1,530+63.2% | Added |
| FourThought Financial Partners, LLC | 3,917 | $367.4K | 0.03% | +1,985+102.7% | Added |
| Triangle Securities Wealth Management | 3,871 | $363.1K | 0.08% | +1,010+35.3% | Added |
| Krilogy Financial LLC | 4,610 | $358.8K | 0.01% | +4,610 | New |
| Somerset Trust Co | 3,822 | $358.5K | 0.11% | −62−1.6% | Reduced |
| River Wealth Advisors LLC | 3,819 | $358.2K | 0.04% | +5+0.1% | Added |
| 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 |