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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −2,878−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,868−100.0% | Sold out |
| Brighton Securities Corp. | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Ewa, LLC | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,755−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Merited Wealth, LLC | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Miller Capital Partners, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Bravera Wealth | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Acumen Wealth Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| 1015 Capital Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Three Bearings Fiduciary Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Prospector Partners LLC | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |