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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, Q1 2026

Institutional positions in Brown & Brown, Inc. as of Mar 31, 2026. 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
816
−62 vs. Q4 2025
Shares held
278.6M
+50.3M (+22.0%) vs. Q4 2025
Total value
$18.2B
−$19.5M (−0.1%) vs. Q4 2025
New holders
98
311 more added
Sold out
160
304 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 816 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2026: $18.2B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2025.

Institutions holding BRO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd187$390.00%−25−11.8%Reduced
Napier Financial, LLC1$650.00%+1New
3 Factor Indexing, LLC1$660.00%+1New
MidFirst Bank2$1300.00%−248−99.2%Reduced
Essential Partners LLC2$1300.00%−5−71.4%Reduced
Davis Capital Management4$2610.00%00.0%Unchanged
DecisionPoint Financial, LLC4$2610.00%00.0%Unchanged
Vermillion Wealth Management, Inc.4$2610.00%+4New
Arlington Trust Co LLC4$2610.00%+4New
Trust Co of Toledo NA5$3260.00%+5New
Portus Wealth Advisors, LLC5$3260.00%+5New
TopTier Wealth Management, LLC5$3260.00%+5New
Seneschal Advisors, LLC5$3270.00%00.0%Unchanged
United Community Bank6$3910.00%00.0%Unchanged
Tidemark, LLC6$3910.00%+6New
Breakwater Investment Management7$4570.00%+7New
Salomon & Ludwin, LLC8$5280.00%−235−96.7%Reduced
Bay Harbor Wealth Management, LLC9$5860.00%−2−18.2%Reduced
American Capital Advisory, LLC9$5870.00%−2−18.2%Reduced
Avalon Trust Co9$5870.00%00.0%Unchanged
WestEnd Advisors, LLC9$5870.00%00.0%Unchanged
Creative Financial Designs Inc10$6520.00%00.0%Unchanged
Aventura Private Wealth, LLC10$6520.00%00.0%Unchanged
Wolff Wiese Magana LLC10$6530.00%00.0%Unchanged
Quaker Wealth Management, LLC12$7830.00%+1+9.1%Added
NVWM, LLC12$7830.00%+7+140.0%Added
Marshall & Sterling Wealth Advisors Inc.13$8550.00%00.0%Unchanged
DT Investment Partners, LLC15$9790.00%00.0%Unchanged
Spire Wealth Management18$1.17K0.00%−59−76.6%Reduced
Clayton Financial Group LLC19$1.24K0.00%+19New
Washington Trust Advisors, Inc.20$1.30K0.00%+20New
Sachetta, LLC20$1.30K0.00%−11−35.5%Reduced
Dunhill Financial, LLC20$1.36K0.00%+1+5.3%Added
Estabrook Capital Management21$1.37K0.00%+21New
DiNuzzo Private Wealth, Inc.23$1.50K0.00%−10−30.3%Reduced
Bogart Wealth, LLC23$1.50K0.00%+17+283.3%Added
LRI Investments, LLC24$1.53K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC24$1.56K0.00%+1+4.3%Added
Financial Management Professionals, Inc.24$1.56K0.00%+10+71.4%Added
Sittner & Nelson, LLC25$1.63K0.00%00.0%Unchanged
Signature Equity Partners, LLC26$1.70K0.00%00.0%Unchanged
South State Corp.28$1.83K0.00%−9−24.3%Reduced
Wall Street Financial Group, Inc.28$1.83K0.00%+28New
Valley National Advisers Inc31$2.00K0.00%+14+82.4%Added
Financial Network Wealth Advisors LLC31$2.03K0.00%00.0%Unchanged
Raffa Wealth Management, LLC32$2.09K0.00%+1+3.2%Added
Rossby Financial, LCC33$2.13K0.00%+3+10.0%Added
Rialto Wealth Management, LLC33$2.15K0.00%+20+153.8%Added
Caitlin John, LLC34$2.22K0.00%−30−46.9%Reduced
Clark Wealth Partners34$2.22K0.00%+34New
Fortitude Family Office, LLC35$2.28K0.00%−31−47.0%Reduced
Copia Wealth Management35$2.28K0.00%00.0%Unchanged
Raleigh Capital Management Inc.35$2.28K0.00%+35New
NBT Bank N A36$2.35K0.00%−44−55.0%Reduced
Aspect Partners, LLC36$2.35K0.00%+18+100.0%Added
Private Wealth Management Group, LLC37$2.41K0.00%−154−80.6%Reduced
Abound Wealth Management39$2.54K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC46$3.00K0.00%00.0%Unchanged
Bare Financial Services, Inc47$3.06K0.00%+47New
Clear Street Markets LLC48$3.13K0.00%−387−89.0%Reduced
Jackson, Grant Investment Advisers, Inc.48$3.13K0.00%00.0%Unchanged
Atlas Capital Advisors LLC50$3.27K0.00%00.0%Unchanged
UMA Financial Services, Inc.51$3.33K0.00%+20+64.5%Added
Bartlett & Co. Wealth Management LLC63$3.63K0.00%+10+18.9%Added
Kilter Group LLC59$3.85K0.00%+18+43.9%Added
North Star Investment Management Corp.62$4.04K0.00%+21+51.2%Added
AdvisorNet Financial, Inc63$4.11K0.00%+9+16.7%Added
True Wealth Design, LLC64$4.17K0.00%+64New
Millstone Evans Group, LLC65$4.24K0.00%00.0%Unchanged
Union Savings Bank68$4.43K0.00%00.0%Unchanged
Meeder Asset Management Inc70$4.57K0.00%−18−20.5%Reduced
Cassaday & Co Wealth Management LLC71$4.63K0.00%+71New
Manchester Capital Management LLC74$4.83K0.00%−7,769−99.1%Reduced
Hughes Financial Services, LLC74$4.83K0.00%−76−50.7%Reduced
City State Bank74$4.83K0.00%−1−1.3%Reduced
Keating Financial Advisory Services, Inc.76$4.96K0.00%+23+43.4%Added
Avion Wealth85$5.00K0.00%+35+70.0%Added
Forum Finance Group S.A.90$5.00K0.00%+90New
Rakuten Securities, Inc.80$5.22K0.00%+79+7,900.0%Added
Key Financial Inc84$5.48K0.00%−10−10.6%Reduced
Carolina Wealth Advisors, LLC84$5.48K0.00%00.0%Unchanged
Cornerstone Financial Management LLC84$5.48K0.01%+9+12.0%Added
Bell Investment Advisors, Inc85$5.54K0.00%−52−38.0%Reduced
MTM Investment Management, LLC85$5.54K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.88$5.74K0.00%00.0%Unchanged
Westfuller Advisors, LLC93$6.07K0.00%+86+1,228.6%Added
Cornerstone Planning Group LLC110$6.28K0.00%−210−65.6%Reduced
J.Safra Asset Management Corp100$6.52K0.00%−70−41.2%Reduced
Bruce G. Allen Investments, LLC102$6.65K0.00%−279−73.2%Reduced
Whipplewood Advisors, LLC107$6.98K0.00%+7+7.0%Added
Tompkins Financial Corp111$7.24K0.00%00.0%Unchanged
First Pacific Financial112$7.30K0.00%+76+211.1%Added
MV Capital Management, Inc.113$7.37K0.00%−20−15.0%Reduced
SHP Wealth Management118$7.69K0.00%+16+15.7%Added
Kemnay Advisory Services Inc.118$7.70K0.00%+118New
Central Trust Co124$8.09K0.00%+52+72.2%Added
IMG Wealth Management, Inc.125$8.15K0.01%+125New
Transamerica Financial Advisors, Inc.126$8.25K0.00%+48+61.5%Added
Richardson Capital Management LLC127$8.28K0.00%+127New
SJS Investment Consulting Inc.129$8.41K0.00%+98+316.1%Added