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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,976 | $194.0K | 0.01% | +2,134+253.4% | Added |
| Boston Family Office LLC | 3,070 | $200.0K | 0.01% | −215−6.5% | Reduced |
| Parallel Advisors, LLC | 3,077 | $200.7K | 0.00% | +377+14.0% | Added |
| Park Avenue Securities LLC | 3,075 | $201.0K | 0.00% | +3,075 | New |
| Fisher Asset Management, LLC | 3,098 | $202.0K | 0.00% | −448−12.6% | Reduced |
| Credit Capital Investments LLC | 3,100 | $202.2K | 0.18% | 00.0% | Unchanged |
| GTS Securities LLC | 3,102 | $202.3K | 0.01% | −1,021−24.8% | Reduced |
| Patton Fund Management, Inc. | 3,123 | $203.7K | 0.03% | +299+10.6% | Added |
| Great Valley Advisor Group, Inc. | 3,133 | $204.5K | 0.00% | −217−6.5% | Reduced |
| Merit Financial Group, LLC | 3,154 | $205.7K | 0.00% | +345+12.3% | Added |
| Dana Investment Advisors, Inc. | 3,178 | $207.2K | 0.01% | +3,178 | New |
| Anchor Investment Management, LLC | 3,191 | $208.1K | 0.02% | −25−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 3,200 | $208.7K | 0.00% | +3,200 | New |
| Venator Management LLC | 3,200 | $208.7K | 0.05% | +3,200 | New |
| Blueshift Asset Management, LLC | 3,202 | $208.8K | 0.06% | −4,339−57.5% | Reduced |
| Brinker Capital Investments, LLC | 3,214 | $209.6K | 0.00% | −315−8.9% | Reduced |
| Syon Capital LLC | 3,227 | $210.4K | 0.01% | +3,227 | New |
| Mount Yale Investment Advisors, LLC | 3,244 | $211.5K | 0.01% | +3,244 | New |
| Phillips Wealth Planners LLC | 3,835 | $212.3K | 0.16% | +493+14.8% | Added |
| Arkadios Wealth Advisors | 3,332 | $217.3K | 0.00% | −20−0.6% | Reduced |
| Norden Group LLC | 3,382 | $220.6K | 0.02% | −3,050−47.4% | Reduced |
| Red Door Wealth Management, LLC | 3,393 | $221.3K | 0.02% | +396+13.2% | Added |
| Pensionmark Financial Group, LLC | 3,416 | $222.8K | 0.00% | −578−14.5% | Reduced |
| Impact Capital Partners LLC | 3,421 | $223.1K | 0.07% | +645+23.2% | Added |
| Strategies Wealth Advisors, LLC | 3,439 | $224.3K | 0.02% | +3,439 | New |
| Frank, Rimerman Advisors LLC | 3,441 | $224.4K | 0.01% | +517+17.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,442 | $224.5K | 0.00% | −653−15.9% | Reduced |
| Xxi Wealth, LLC | 3,443 | $224.5K | 0.13% | −434−11.2% | Reduced |
| IFP Advisors, Inc | 3,501 | $228.3K | 0.00% | −15,716−81.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,513 | $229.1K | 0.01% | −850−19.5% | Reduced |
| QRG Capital Management, Inc. | 3,521 | $229.6K | 0.00% | −20,911−85.6% | Reduced |
| Quadrant Capital Group LLC | 3,544 | $231.1K | 0.01% | +1,162+48.8% | Added |
| W.H. Cornerstone Investments Inc. | 3,578 | $233.3K | 0.15% | +8+0.2% | Added |
| Checchi Capital Advisers, LLC | 3,669 | $239.3K | 0.02% | +664+22.1% | Added |
| Ballentine Partners, LLC | 3,709 | $241.9K | 0.00% | +65+1.8% | Added |
| Arq Wealth Advisors, LLC | 3,725 | $242.9K | 0.04% | +3,725 | New |
| Moment Partners, LLC | 3,732 | $243.3K | 0.04% | −20−0.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,768 | $245.7K | 0.02% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 3,768 | $245.7K | 0.03% | 00.0% | Unchanged |
| Somerset Trust Co | 3,797 | $247.6K | 0.08% | −25−0.7% | Reduced |
| Regions Financial Corp | 3,903 | $254.5K | 0.00% | +1,075+38.0% | Added |
| Means Investment Co., Inc. | 4,000 | $260.8K | 0.02% | −152−3.7% | Reduced |
| Crestwood Advisors Group LLC | 4,009 | $261.4K | 0.00% | +665+19.9% | Added |
| Washington Trust Bank | 4,037 | $263.3K | 0.02% | −33−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,058 | $264.6K | 0.07% | +356+9.6% | Added |
| Canada Post Corp Registered Pension Plan | 4,110 | $268.0K | 0.01% | −3,050−42.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 4,134 | $269.6K | 0.05% | −103−2.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,140 | $270.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,141 | $270.1K | 0.01% | −146−3.4% | Reduced |
| ASR Vermogensbeheer N.V. | 4,214 | $274.8K | 0.00% | +98+2.4% | Added |
| OpenArc Corporate Advisory, LLC | 4,253 | $277.3K | 0.00% | +1,089+34.4% | Added |
| Beese Fulmer Investment Management, Inc. | 4,285 | $279.4K | 0.02% | +1,047+32.3% | Added |
| Serenity Investment Advisors | 4,851 | $280.5K | 0.13% | −1,682−25.7% | Reduced |
| Tema ETFs LLC | 4,302 | $280.5K | 0.02% | +21+0.5% | Added |
| Assenagon Asset Management S.A. | 4,321 | $281.8K | 0.00% | −8,607−66.6% | Reduced |
| Change Path, LLC | 4,323 | $281.9K | 0.01% | −185−4.1% | Reduced |
| Apriem Advisors | 4,343 | $283.2K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,343 | $283.2K | 0.00% | −1,453−25.1% | Reduced |
| Teacher Retirement System of Texas | 4,347 | $283.5K | 0.00% | −5,257−54.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,373 | $285.1K | 0.06% | −829−15.9% | Reduced |
| Brown Advisory Inc | 4,417 | $288.0K | 0.00% | −9,905−69.2% | Reduced |
| Strategy Asset Managers LLC | 4,450 | $290.2K | 0.05% | +786+21.5% | Added |
| Meeder Advisory Services, Inc. | 4,502 | $293.6K | 0.01% | +852+23.3% | Added |
| Northbridge Financial Group, LLC | 4,352 | $293.6K | 0.13% | +4,352 | New |
| First National Bank of Omaha | 4,516 | $294.5K | 0.01% | −36,467−89.0% | Reduced |
| WBI Investments | 4,555 | $297.0K | 0.08% | −19,351−80.9% | Reduced |
| Millington Securities, LLC | 4,555 | $297.0K | 0.08% | +4,555 | New |
| Hantz Financial Services, Inc. | 4,563 | $298.0K | 0.00% | −61,708−93.1% | Reduced |
| Forum Private Client Group LLC | 4,579 | $298.6K | 0.10% | −29−0.6% | Reduced |
| TCW Group Inc | 4,596 | $299.7K | 0.00% | +223+5.1% | Added |
| Gen-Wealth Partners Inc | 4,679 | $305.1K | 0.10% | +1,269+37.2% | Added |
| Blue Zone Wealth Advisors, LLC | 4,800 | $313.0K | 0.06% | +4,800 | New |
| Gibbs Wealth Management | 4,804 | $313.3K | 0.04% | +763+18.9% | Added |
| Jane Street Group, LLC | 4,848 | $316.1K | 0.00% | −5,235−51.9% | Reduced |
| Harbor Capital Advisors, Inc. | 4,874 | $318.0K | 0.03% | +4,874 | New |
| RMR Capital Management, LLC | 4,918 | $320.7K | 0.23% | −2,780−36.1% | Reduced |
| Phillips Financial Management, LLC | 4,949 | $322.7K | 0.02% | −111−2.2% | Reduced |
| Bullock Wealth Management Group | 5,058 | $325.7K | 0.16% | +10+0.2% | Added |
| Signaturefd, LLC | 5,014 | $327.0K | 0.01% | +2,064+70.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,083 | $331.5K | 0.01% | −345−6.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,104 | $332.8K | 0.02% | −378−6.9% | Reduced |
| Boreal Capital Management LLC | 5,113 | $333.4K | 0.29% | −2,286−30.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,148 | $335.7K | 0.02% | −235−4.4% | Reduced |
| Mutual Advisors, LLC | 5,162 | $336.6K | 0.01% | +17+0.3% | Added |
| Vestcor Inc | 5,183 | $338.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,195 | $338.8K | 0.01% | +2,671+105.8% | Added |
| Apollon Wealth Management, LLC | 5,208 | $339.6K | 0.01% | +2,096+67.4% | Added |
| Centennial Bank | 5,324 | $347.2K | 0.12% | 00.0% | Unchanged |
| American National Bank of Texas | 5,368 | $350.0K | 0.33% | +457+9.3% | Added |
| Journey Strategic Wealth LLC | 5,376 | $350.5K | 0.01% | +933+21.0% | Added |
| Mirabella Financial Services LLP | 5,395 | $351.8K | 0.03% | +5,395 | New |
| MJP Associates Inc | 5,560 | $362.6K | 0.04% | +310+5.9% | Added |
| S-Bank Fund Management Ltd | 5,604 | $365.4K | 0.05% | −208−3.6% | Reduced |
| V-Square Quantitative Management LLC | 5,632 | $367.3K | 0.04% | +1,320+30.6% | Added |
| Verity Asset Management, Inc. | 5,662 | $369.2K | 0.15% | +5,662 | New |
| Evolve Private Wealth, LLC | 5,664 | $369.3K | 0.02% | +1,938+52.0% | Added |
| Advisor OS, LLC | 5,681 | $370.5K | 0.03% | +219+4.0% | Added |
| Revisor Wealth Management LLC | 5,528 | $370.8K | 0.10% | +764+16.0% | Added |
| Woodline Partners LP | 5,702 | $371.8K | 0.00% | +5,702 | New |
| Evergreen Capital Management LLC | 5,739 | $374.2K | 0.01% | +2,674+87.2% | Added |