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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 132 | $8.61K | 0.00% | −67−33.7% | Reduced |
| Rocky Mountain Advisers, LLC | 136 | $8.87K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 139 | $9.06K | 0.00% | −99−41.6% | Reduced |
| Red Tortoise LLC | 147 | $9.59K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $9.78K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 155 | $10.1K | 0.01% | +155 | New |
| Strategic Wealth Partners, Ltd. | 162 | $10.5K | 0.00% | −191−54.1% | Reduced |
| Basecamp Wealth Advisors LLC | 162 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 167 | $10.9K | 0.00% | −8,219−98.0% | Reduced |
| Bokf, NA | 175 | $11.4K | 0.00% | +175 | New |
| Eastern Bank | 180 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 190 | $12.4K | 0.00% | −41−17.7% | Reduced |
| JPL Wealth Management, LLC | 192 | $12.5K | 0.00% | +192 | New |
| St Germain D J Co Inc | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 204 | $13.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 209 | $13.6K | 0.00% | −14−6.3% | Reduced |
| Westside Investment Management, Inc. | 216 | $14.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 226 | $14.8K | 0.00% | +30+15.3% | Added |
| Truvestments Capital LLC | 230 | $15.0K | 0.00% | +42+22.3% | Added |
| Atlantic Union Bankshares Corp | 232 | $15.1K | 0.00% | +194+510.5% | Added |
| Sankala Group LLC | 234 | $15.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 242 | $15.8K | 0.00% | −185−43.3% | Reduced |
| Versant Capital Management, Inc | 245 | $16.0K | 0.00% | +16+7.0% | Added |
| Farmers & Merchants Investments Inc | 250 | $16.3K | 0.00% | +100+66.7% | Added |
| Sound Income Strategies, LLC | 256 | $16.5K | 0.00% | +2+0.8% | Added |
| Darwin Advisors, LLC | 271 | $17.7K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 378 | $18.7K | 0.00% | +378 | New |
| Capital Advisors, Ltd. LLC | 294 | $19.0K | 0.00% | +97+49.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 293 | $19.1K | 0.00% | +293 | New |
| Horizon Financial Services, LLC | 305 | $19.9K | 0.01% | +264+643.9% | Added |
| First Command Advisory Services, Inc. | 314 | $20.5K | 0.00% | +213+210.9% | Added |
| GW&K Investment Management, LLC | 320 | $21.0K | 0.00% | −29−8.3% | Reduced |
| ZRC Wealth Management, LLC | 327 | $21.3K | 0.01% | +327 | New |
| Basepoint Wealth LLC | 333 | $21.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 333 | $21.7K | 0.00% | −545−62.1% | Reduced |
| Zions Bancorporation, National Association | 373 | $24.3K | 0.00% | −2,107−85.0% | Reduced |
| Cary Street Partners Financial LLC | 381 | $24.8K | 0.00% | −22−5.5% | Reduced |
| TFC Financial Management | 386 | $25.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $26.0K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $26.1K | 0.02% | −100−20.0% | Reduced |
| Bryn Mawr Trust Co | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 402 | $26.2K | 0.00% | +141+54.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $26.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 420 | $27.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 421 | $27.5K | 0.00% | +88+26.4% | Added |
| First PREMIER Bank | 424 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 506 | $33.0K | 0.01% | −9−1.7% | Reduced |
| Cheviot Value Management, LLC | 530 | $34.6K | 0.00% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 542 | $35.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 560 | $36.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 567 | $37.0K | 0.01% | +567 | New |
| Johnson Financial Group, Inc. | 589 | $38.4K | 0.00% | −505−46.2% | Reduced |
| Wellington-Altus USA Inc. | 606 | $38.9K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 601 | $39.2K | 0.01% | +1+0.2% | Added |
| Cromwell Holdings LLC | 622 | $40.6K | 0.02% | −98−13.6% | Reduced |
| CVA Family Office, LLC | 654 | $42.6K | 0.00% | +567+651.7% | Added |
| Covestor Ltd | 660 | $43.0K | 0.03% | −235−26.3% | Reduced |
| RWM Asset Management, LLC | 660 | $43.1K | 0.00% | +660 | New |
| Gables Capital Management Inc. | 668 | $43.6K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $43.6K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 808 | $52.1K | 0.03% | +114+16.4% | Added |
| Orion Capital Management LLC | 807 | $52.6K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 821 | $53.6K | 0.00% | +100+13.9% | Added |
| Investment Research & Advisory Group, Inc. | 835 | $54.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 845 | $55.1K | 0.00% | +12+1.4% | Added |
| Parkside Financial Bank & Trust | 924 | $60.3K | 0.00% | +99+12.0% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $65.2K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 980 | $66.4K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,043 | $68.0K | 0.00% | −1,125−51.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1,106 | $72.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,113 | $72.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,131 | $73.8K | 0.01% | −3−0.3% | Reduced |
| Private Trust Co NA | 1,177 | $76.8K | 0.01% | +30+2.6% | Added |
| Los Angeles Capital Management LLC | 1,207 | $78.7K | 0.00% | −20−1.6% | Reduced |
| Golden State Equity Partners | 1,276 | $83.2K | 0.01% | +1,276 | New |
| CoreCap Advisors, LLC | 1,299 | $84.7K | 0.00% | +11+0.9% | Added |
| Massmutual Trust Co FSB | 1,300 | $84.8K | 0.00% | −118−8.3% | Reduced |
| Stephenson National Bank & Trust | 1,314 | $85.7K | 0.02% | −1,107−45.7% | Reduced |
| Harbour Investments, Inc. | 1,377 | $89.9K | 0.00% | +156+12.8% | Added |
| Bayforest Capital Ltd | 1,462 | $95.3K | 0.11% | +1,462 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,492 | $97.3K | 0.01% | +466+45.4% | Added |
| Larson Financial Group LLC | 1,581 | $103.1K | 0.00% | +856+118.1% | Added |
| Montag A & Associates Inc | 1,606 | $104.7K | 0.00% | +1,146+249.1% | Added |
| ORG Wealth Partners, LLC | 1,607 | $104.8K | 0.02% | +148+10.1% | Added |
| Penserra Capital Management LLC | 1,636 | $105.0K | 0.00% | +51+3.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $117.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,813 | $118.2K | 0.00% | +335+22.7% | Added |
| Smithfield Trust Co | 1,883 | $122.0K | 0.01% | −16−0.8% | Reduced |
| Advisors Asset Management, Inc. | 2,063 | $134.5K | 0.00% | +2,063 | New |
| Mather Group, LLC. | 2,176 | $141.9K | 0.00% | −676−23.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,176 | $141.9K | 0.00% | +1,354+164.7% | Added |
| NBC Securities, Inc. | 2,314 | $150.9K | 0.01% | −10−0.4% | Reduced |
| Quent Capital, LLC | 2,391 | $155.9K | 0.01% | +1,640+218.4% | Added |
| Clearstead Advisors, LLC | 2,435 | $158.8K | 0.00% | +1,126+86.0% | Added |
| MAI Capital Management | 2,503 | $163.2K | 0.00% | +281+12.6% | Added |
| Farther Finance Advisors, LLC | 2,569 | $165.4K | 0.00% | −100−3.7% | Reduced |
| Assetmark, Inc | 2,628 | $171.4K | 0.00% | +1,728+192.0% | Added |
| Caitong International Asset Management Co., Ltd | 2,673 | $174.3K | 0.03% | −1,017−27.6% | Reduced |
| Operose Advisors LLC | 2,900 | $189.1K | 0.04% | 00.0% | Unchanged |