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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 5,802 | $378.3K | 0.00% | +615+11.9% | Added |
| Virtu Financial LLC | 5,829 | $380.0K | 0.02% | +213+3.8% | Added |
| AlphaGrep UK Ltd | 5,832 | $380.3K | 0.11% | −1,851−24.1% | Reduced |
| Engineers Gate Manager LP | 5,840 | $380.8K | 0.00% | −289−4.7% | Reduced |
| Gateway Investment Advisers LLC | 5,844 | $381.1K | 0.00% | +721+14.1% | Added |
| Leonteq Securities AG | 5,866 | $382.5K | 0.02% | −1,334−18.5% | Reduced |
| Adviser Investments LLC | 5,944 | $387.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,983 | $390.2K | 0.00% | −3,733−38.4% | Reduced |
| BBR Partners, LLC | 5,996 | $391.0K | 0.02% | +5,996 | New |
| Huntington National Bank | 6,036 | $393.6K | 0.00% | +28+0.5% | Added |
| Trust Point Inc. | 6,059 | $395.1K | 0.03% | +1,065+21.3% | Added |
| AssuredPartners Investment Advisors, LLC | 5,973 | $397.3K | 0.04% | −2,408−28.7% | Reduced |
| Warren Averett Asset Management, LLC | 6,095 | $397.5K | 0.00% | +631+11.5% | Added |
| Pine Valley Investments Ltd Liability Co | 6,144 | $400.7K | 0.02% | +1,137+22.7% | Added |
| Oppenheimer Asset Management Inc. | 6,148 | $400.9K | 0.00% | −8,629−58.4% | Reduced |
| Baker Avenue Asset Management, LP | 6,218 | $405.5K | 0.01% | −3,030−32.8% | Reduced |
| Ritholtz Wealth Management | 6,269 | $408.8K | 0.01% | +6,269 | New |
| Gsa Capital Partners LLP | 6,333 | $413.0K | 0.03% | +6,333 | New |
| Holland Advisory Services, Inc. | 6,427 | $419.1K | 0.56% | −637−9.0% | Reduced |
| Jump Financial, LLC | 6,446 | $420.3K | 0.01% | −34,868−84.4% | Reduced |
| GAMMA Investing LLC | 6,522 | $425.3K | 0.02% | −405−5.8% | Reduced |
| Ticino Wealth | 5,961 | $432.8K | 0.15% | −2,125−26.3% | Reduced |
| NFP Retirement, Inc. | 6,682 | $435.7K | 0.03% | −53−0.8% | Reduced |
| Talon Private Wealth, LLC | 6,735 | $439.2K | 0.06% | +6,735 | New |
| Xcel Wealth Management, LLC | 6,834 | $445.6K | 0.12% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 6,863 | $447.5K | 0.01% | −6,527−48.7% | Reduced |
| Studio Investment Management LLC | 6,865 | $447.7K | 0.08% | +253+3.8% | Added |
| Thoroughbred Financial Services, LLC | 6,871 | $448.0K | 0.03% | 00.0% | Unchanged |
| Odyssean, LLC | 6,878 | $448.5K | 0.16% | +6,878 | New |
| Moors & Cabot, Inc. | 6,934 | $452.2K | 0.02% | +80+1.2% | Added |
| Chilton Investment Co LLC | 6,966 | $454.3K | 0.01% | −820,900−99.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,974 | $454.8K | 0.02% | −120−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 6,721 | $456.2K | 0.07% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,100 | $463.0K | 0.00% | −51,234−87.8% | Reduced |
| Copeland Capital Management, LLC | 7,105 | $463.3K | 0.01% | −94,458−93.0% | Reduced |
| Davenport & Co LLC | 7,115 | $464.0K | 0.00% | −22,284−75.8% | Reduced |
| Hamilton Capital Partners Inc. | 7,121 | $464.4K | 0.02% | +1,273+21.8% | Added |
| EP Wealth Advisors, LLC | 7,145 | $465.9K | 0.00% | −1,654−18.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 7,308 | $476.6K | 0.01% | +7,308 | New |
| Close Asset Management Ltd | 7,323 | $478.0K | 0.01% | −106,796−93.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,342 | $478.8K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,355 | $479.6K | 0.20% | −1,444−16.4% | Reduced |
| Brookstone Capital Management | 7,379 | $481.2K | 0.01% | −105−1.4% | Reduced |
| Laird Norton Trust Company, LLC | 7,443 | $485.4K | 0.01% | −2,281−23.5% | Reduced |
| Vise Technologies, Inc. | 6,097 | $485.9K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,587 | $494.7K | 0.01% | +7,587 | New |
| Pinebridge Investments LLC | 7,609 | $496.2K | 0.00% | −890−10.5% | Reduced |
| Verdence Capital Advisors LLC | 7,622 | $497.0K | 0.03% | +449+6.3% | Added |
| Nomura Holdings Inc | 7,655 | $499.2K | 0.00% | −415−5.1% | Reduced |
| VisionPoint Advisory Group, LLC | 7,668 | $500.0K | 0.09% | +7,668 | New |
| Global X Japan Co., Ltd. | 7,700 | $502.1K | 0.03% | +1,228+19.0% | Added |
| Oxford Asset Management LLP | 7,746 | $505.1K | 0.20% | +7,746 | New |
| Equitable Holdings, Inc. | 6,533 | $513.3K | 0.00% | +2,350+56.2% | Added |
| Securian Asset Management, Inc | 7,884 | $514.1K | 0.02% | −100−1.3% | Reduced |
| Polymer Capital Management (US) LLC | 8,045 | $524.6K | 0.08% | +8,045 | New |
| Atlas Legacy Advisors, LLC | 8,060 | $525.6K | 0.10% | −90−1.1% | Reduced |
| CX Institutional | 8,077 | $527.0K | 0.02% | −1,599−16.5% | Reduced |
| Summitry LLC | 8,086 | $527.3K | 0.02% | +8,086 | New |
| MUFG Securities Americas Inc. | 8,101 | $528.3K | 0.03% | +191+2.4% | Added |
| Twinbeech Capital LP | 8,119 | $529.4K | 0.05% | +8,119 | New |
| CWM, LLC | 8,239 | $537.2K | 0.00% | −1,986−19.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $539.5K | 0.24% | +312+3.9% | Added |
| North Dakota State Investment Board | 8,347 | $544.3K | 0.02% | −1,208−12.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,369 | $545.7K | 0.00% | +23+0.3% | Added |
| Prudential PLC | 8,460 | $551.7K | 0.00% | −7,169−45.9% | Reduced |
| Independent Advisor Alliance | 8,481 | $553.1K | 0.01% | −25,324−74.9% | Reduced |
| CWC Advisors, LLC. | 8,484 | $553.2K | 0.26% | +289+3.5% | Added |
| Aptus Capital Advisors, LLC | 8,540 | $556.9K | 0.00% | −877−9.3% | Reduced |
| MML Investors Services, LLC | 8,756 | $571.0K | 0.00% | −14,631−62.6% | Reduced |
| Sterling Capital Management LLC | 8,787 | $573.0K | 0.01% | −105,248−92.3% | Reduced |
| Commerce Bank | 8,822 | $575.3K | 0.00% | −116−1.3% | Reduced |
| Pictet & Cie (Europe) SA | 8,890 | $579.7K | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 8,900 | $580.4K | 0.28% | +1,400+18.7% | Added |
| Integrated Wealth Concepts LLC | 8,938 | $582.8K | 0.00% | +8,938 | New |
| Proficio Capital Partners LLC | 9,019 | $588.1K | 0.03% | +20.0% | Added |
| AE Wealth Management LLC | 9,152 | $596.8K | 0.00% | −4,306−32.0% | Reduced |
| SFM, LLC | 9,178 | $598.5K | 0.36% | +2,944+47.2% | Added |
| Financial Enhancement Group LLC | 8,969 | $607.4K | 0.08% | +261+3.0% | Added |
| CenterBook Partners LP | 9,315 | $607.4K | 0.03% | +1,000+12.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,368 | $610.9K | 0.01% | −14−0.1% | Reduced |
| Wedge Capital Management L L P | 9,409 | $613.6K | 0.01% | −5,423−36.6% | Reduced |
| Principal Securities, Inc. | 9,509 | $620.1K | 0.01% | −1,121−10.5% | Reduced |
| Occidental Asset Management, LLC | 9,548 | $622.6K | 0.07% | −43−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,594 | $625.6K | 0.01% | +9,594 | New |
| Panagora Asset Management Inc | 9,618 | $627.2K | 0.00% | −5,917−38.1% | Reduced |
| Glenview Trust Co | 9,682 | $631.4K | 0.01% | +816+9.2% | Added |
| Hunter Associates Investment Management LLC | 9,689 | $632.0K | 0.08% | +2,650+37.6% | Added |
| Natixis | 9,749 | $635.7K | 0.00% | +9,749 | New |
| Radnor Capital Management, LLC | 9,760 | $636.5K | 0.09% | +140+1.5% | Added |
| Advisory Alpha, LLC | 9,787 | $638.2K | 0.02% | +1,731+21.5% | Added |
| Arrowstreet Capital, Limited Partnership | 9,823 | $640.6K | 0.00% | +3,843+64.3% | Added |
| Access Investment Management LLC | 10,000 | $652.1K | 0.17% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 10,000 | $652.1K | 0.20% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 10,049 | $655.3K | 0.05% | −10,714−51.6% | Reduced |
| Parkwoods Wealth Partners, LLC | 10,052 | $655.5K | 0.16% | −30.0% | Reduced |
| Horizon Investments, LLC | 10,163 | $660.8K | 0.01% | +145+1.4% | Added |
| E. Ohman J:or Asset Management AB | 10,194 | $664.8K | 0.02% | −1,376−11.9% | Reduced |
| Numerai GP LLC | 10,244 | $668.0K | 0.07% | +5,747+127.8% | Added |
| Secured Retirement Advisors, LLC | 10,302 | $671.8K | 0.38% | +10,302 | New |
| Banque Cantonale Vaudoise | 10,521 | $686.0K | 0.03% | −2,821−21.1% | Reduced |