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, Q4 2025
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 890
- +8 vs. Q3 2025
- Shares held
- 272.6M
- +10.9M (+4.2%) vs. Q3 2025
- Total value
- $21.7B
- −$2.80B (−11.4%) vs. Q3 2025
- New holders
- 131
- 297 more added
- Sold out
- 123
- 354 more reduced
15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 127 | $10.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 133 | $10.6K | 0.00% | +45+51.1% | Added |
| Rocky Mountain Advisers, LLC | 136 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 137 | $10.9K | 0.00% | +112+448.0% | Added |
| Red Tortoise LLC | 147 | $11.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 147 | $11.7K | 0.01% | +119+425.0% | Added |
| Frazier Financial Advisors, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 150 | $12.0K | 0.00% | +30+25.0% | Added |
| Hughes Financial Services, LLC | 150 | $12.0K | 0.00% | +87+138.1% | Added |
| Basecamp Wealth Advisors LLC | 162 | $12.9K | 0.00% | +162 | New |
| J.Safra Asset Management Corp | 170 | $13.5K | 0.00% | +170 | New |
| Eastern Bank | 180 | $14.3K | 0.00% | −253−58.4% | Reduced |
| Truvestments Capital LLC | 188 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 191 | $15.2K | 0.00% | +106+124.7% | Added |
| Solstein Capital, LLC | 192 | $15.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 196 | $15.7K | 0.00% | +66+50.8% | Added |
| JFS Wealth Advisors, LLC | 199 | $15.9K | 0.00% | +45+29.2% | Added |
| St Germain D J Co Inc | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 197 | $16.0K | 0.00% | −16−7.5% | Reduced |
| Piscataqua Savings Bank | 204 | $16.3K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 234 | $16.8K | 0.01% | +234 | New |
| Westside Investment Management, Inc. | 216 | $16.8K | 0.00% | +34+18.7% | Added |
| TD Waterhouse Canada Inc. | 219 | $17.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 223 | $17.8K | 0.00% | −49−18.0% | Reduced |
| Versant Capital Management, Inc | 229 | $18.3K | 0.00% | −340−59.8% | Reduced |
| Reflection Asset Management | 230 | $18.3K | 0.01% | +230 | New |
| Kings Path Partners LLC | 231 | $18.4K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 236 | $18.8K | 0.01% | +236 | New |
| Root Financial Partners, LLC | 238 | $19.0K | 0.00% | −2−0.8% | Reduced |
| Salomon & Ludwin, LLC | 243 | $19.4K | 0.00% | +47+24.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 250 | $19.9K | 0.01% | +250 | New |
| MidFirst Bank | 250 | $19.9K | 0.00% | +250 | New |
| Sound Income Strategies, LLC | 254 | $20.3K | 0.00% | +1+0.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 261 | $20.8K | 0.00% | −2,065−88.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 211 | $21.5K | 0.00% | +211 | New |
| Darwin Advisors, LLC | 271 | $21.6K | 0.01% | +1+0.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 273 | $21.7K | 0.00% | +273 | New |
| State of Wyoming | 277 | $22.1K | 0.00% | +59+27.1% | Added |
| Cornerstone Planning Group LLC | 320 | $23.1K | 0.00% | +48+17.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 304 | $24.2K | 0.00% | −30,715−99.0% | Reduced |
| Rothschild Investment LLC | 333 | $26.5K | 0.00% | −1,399−80.8% | Reduced |
| Basepoint Wealth LLC | 333 | $26.5K | 0.02% | +333 | New |
| GW&K Investment Management, LLC | 349 | $28.0K | 0.00% | +73+26.4% | Added |
| Strategic Wealth Partners, Ltd. | 353 | $28.1K | 0.00% | −1,129−76.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 369 | $29.4K | 0.00% | −1,849−83.4% | Reduced |
| Bruce G. Allen Investments, LLC | 381 | $30.4K | 0.02% | +61+19.1% | Added |
| TFC Financial Management | 386 | $30.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $31.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 400 | $31.9K | 0.00% | −236−37.1% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $31.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 403 | $32.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $32.7K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 411 | $32.8K | 0.01% | +411 | New |
| Catalyst Capital Advisors LLC | 420 | $33.5K | 0.00% | −434−50.8% | Reduced |
| First PREMIER Bank | 424 | $34.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 427 | $34.0K | 0.00% | +185+76.4% | Added |
| Clear Street Markets LLC | 435 | $34.7K | 0.01% | −70−13.9% | Reduced |
| Montag A & Associates Inc | 460 | $36.7K | 0.00% | −746−61.9% | Reduced |
| SageView Advisory Group, LLC | 474 | $37.8K | 0.00% | +474 | New |
| Cheviot Value Management, LLC | 530 | $38.2K | 0.00% | −70−11.7% | Reduced |
| Park Place Capital Corp | 492 | $39.2K | 0.01% | −112−18.5% | Reduced |
| Board of the Pension Protection Fund | 500 | $39.9K | 0.04% | +500 | New |
| Ogorek Anthony Joseph | 515 | $41.0K | 0.01% | −2−0.4% | Reduced |
| Generali Investments, Management Co LLC | 542 | $43.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 555 | $44.2K | 0.00% | −77−12.2% | Reduced |
| Central Pacific Bank - Trust Division | 557 | $44.4K | 0.01% | +18+3.3% | Added |
| Asset Dedication, LLC | 560 | $44.6K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 606 | $48.3K | 0.04% | +606 | New |
| Curio Wealth, LLC | 600 | $48.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 636 | $51.0K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 653 | $52.0K | 0.00% | +586+874.6% | Added |
| Crews Bank & Trust | 655 | $52.2K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $53.2K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 668 | $53.2K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 694 | $55.3K | 0.03% | +55+8.6% | Added |
| Quarry LP | 703 | $56.0K | 0.01% | −1,349−65.7% | Reduced |
| Cromwell Holdings LLC | 720 | $57.4K | 0.03% | −1−0.1% | Reduced |
| Larson Financial Group LLC | 725 | $57.8K | 0.00% | −102−12.3% | Reduced |
| Smartleaf Asset Management LLC | 721 | $57.8K | 0.00% | −14−1.9% | Reduced |
| Quent Capital, LLC | 751 | $59.8K | 0.00% | −203−21.3% | Reduced |
| Maseco LLP | 759 | $60.5K | 0.00% | +759 | New |
| Orion Capital Management LLC | 807 | $64.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 822 | $65.5K | 0.00% | +13+1.6% | Added |
| Parkside Financial Bank & Trust | 825 | $65.8K | 0.00% | −37−4.3% | Reduced |
| First Horizon Corp | 833 | $66.4K | 0.00% | +12+1.5% | Added |
| Investment Research & Advisory Group, Inc. | 835 | $66.5K | 0.02% | 00.0% | Unchanged |
| eCIO, Inc. | 841 | $67.0K | 0.03% | +841 | New |
| EverSource Wealth Advisors, LLC | 842 | $67.1K | 0.00% | −1,663−66.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 878 | $70.0K | 0.01% | −155−15.0% | Reduced |
| Covestor Ltd | 895 | $71.0K | 0.04% | −80−8.2% | Reduced |
| Assetmark, Inc | 900 | $71.7K | 0.00% | −23−2.5% | Reduced |
| Dorato Capital Management | 980 | $77.8K | 0.06% | +980 | New |
| Glen Eagle Advisors, LLC | 1,000 | $79.7K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $79.7K | 0.01% | +1,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,026 | $81.8K | 0.01% | +1,026 | New |
| Johnson Financial Group, Inc. | 1,094 | $87.2K | 0.00% | −819−42.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,106 | $88.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,113 | $88.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,134 | $90.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,147 | $91.4K | 0.01% | +133+13.1% | Added |