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 |
|---|---|---|---|---|---|
| Greenfield Seitz Capital Management, LLC | 10,600 | $691.2K | 0.21% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,638 | $693.7K | 0.02% | +4,568+75.3% | Added |
| Saudi Central Bank | 10,712 | $698.5K | 0.01% | +10,712 | New |
| Skopos Labs, Inc. | 10,823 | $705.8K | 0.02% | −6,467−37.4% | Reduced |
| Chaney Capital Management, Inc. | 10,864 | $708.4K | 0.25% | 00.0% | Unchanged |
| Equitable Trust Co | 10,901 | $710.9K | 0.03% | +182+1.7% | Added |
| Brevan Howard Capital Management LP | 10,957 | $714.5K | 0.01% | +10,957 | New |
| First Trust Advisors LP | 10,964 | $715.0K | 0.00% | −497−4.3% | Reduced |
| Live Oak Private Wealth LLC | 10,965 | $715.0K | 0.10% | −258−2.3% | Reduced |
| C WorldWide Group Holding A/S | 11,022 | $719.0K | 0.02% | −2,377−17.7% | Reduced |
| Schroder Investment Management Group | 11,071 | $722.5K | 0.00% | −4,279−27.9% | Reduced |
| Thrivent Financial for Lutherans | 11,082 | $723.0K | 0.00% | −2,331−17.4% | Reduced |
| Wealthcare Advisory Partners LLC | 11,150 | $727.1K | 0.01% | −2,455−18.0% | Reduced |
| United Capital Financial Advisers, LLC | 11,212 | $731.1K | 0.00% | −3,423−23.4% | Reduced |
| Osmosis Investment Management UK Ltd | 11,262 | $734.4K | 0.02% | +6,240+124.3% | Added |
| Resonant Capital Advisors, LLC | 11,341 | $739.5K | 0.04% | +1,024+9.9% | Added |
| Benchmark Investment Advisors LLC | 11,377 | $741.9K | 0.43% | +11,377 | New |
| Sequoia Financial Advisors, LLC | 11,460 | $747.3K | 0.00% | −2,334−16.9% | Reduced |
| Diversified Trust Co | 11,520 | $751.2K | 0.01% | +595+5.4% | Added |
| Gilbert & Cook, Inc. | 11,622 | $757.9K | 0.10% | +420+3.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,630 | $758.4K | 0.01% | −8−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,721 | $764.3K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,744 | $765.8K | 0.01% | −3,382−22.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,747 | $766.0K | 0.01% | −160−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 12,975 | $780.4K | 0.04% | +12,975 | New |
| Cross Staff Investments Inc | 12,081 | $787.8K | 0.52% | +81+0.7% | Added |
| Summit Financial, LLC | 12,091 | $788.5K | 0.01% | −20,041−62.4% | Reduced |
| SlateStone Wealth, LLC | 12,535 | $817.0K | 0.07% | −940−7.0% | Reduced |
| Trueblood Wealth Management, LLC | 12,558 | $818.9K | 0.32% | −7,117−36.2% | Reduced |
| Cathy Pareto & Associates, Inc | 12,762 | $832.2K | 0.56% | −15−0.1% | Reduced |
| Compass Ion Advisors, LLC | 12,794 | $834.3K | 0.08% | +1,120+9.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,796 | $843.9K | 0.00% | −4,985−28.0% | Reduced |
| Capital Investment Advisors, LLC | 12,956 | $844.9K | 0.01% | −522−3.9% | Reduced |
| Spears Abacus Advisors LLC | 13,284 | $866.3K | 0.02% | +701+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 13,290 | $866.6K | 0.00% | +2,757+26.2% | Added |
| ING Groep NV | 13,297 | $867.1K | 0.01% | −255−1.9% | Reduced |
| Wealthfront Advisers LLC | 13,332 | $869.4K | 0.00% | −1,149−7.9% | Reduced |
| Wedbush Securities Inc | 13,449 | $877.0K | 0.03% | +647+5.1% | Added |
| Glenmede Trust Co NA | 13,547 | $883.4K | 0.00% | −6,144−31.2% | Reduced |
| New Mexico Educational Retirement Board | 13,600 | $887.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 13,685 | $892.4K | 0.01% | −1,463−9.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 13,815 | $900.9K | 0.04% | +183+1.3% | Added |
| RSM US Wealth Management LLC | 13,838 | $902.4K | 0.01% | −1,913−12.1% | Reduced |
| Maryland State Retirement & Pension System | 13,909 | $907.0K | 0.02% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 14,000 | $912.9K | 0.01% | +3,000+27.3% | Added |
| Two Sigma Securities, LLC | 14,044 | $915.8K | 0.11% | +14,044 | New |
| Vident Advisory, LLC | 14,194 | $925.6K | 0.01% | +6,240+78.5% | Added |
| Tower Research Capital LLC (TRC) | 14,291 | $931.9K | 0.02% | +8,004+127.3% | Added |
| Ostrum Asset Management | 14,317 | $933.6K | 0.05% | +210+1.5% | Added |
| Mercer Global Advisors Inc | 14,340 | $935.1K | 0.00% | +1,820+14.5% | Added |
| ISAM Funds (UK) Ltd | 14,526 | $947.2K | 0.47% | +14,526 | New |
| M&T Bank Corp | 14,641 | $954.4K | 0.00% | −3,905−21.1% | Reduced |
| HB Wealth Management, LLC | 14,877 | $970.1K | 0.01% | +951+6.8% | Added |
| Louisiana State Employees Retirement System | 14,900 | $971.6K | 0.02% | −100−0.7% | Reduced |
| Monte Financial Group, LLC | 15,161 | $988.6K | 0.35% | +3,453+29.5% | Added |
| Cim, LLC | 15,163 | $988.8K | 0.14% | −19,133−55.8% | Reduced |
| CVFG LLC | 15,494 | $1.01M | 0.13% | +15,494 | New |
| Metis Global Partners, LLC | 15,677 | $1.02M | 0.03% | −1,279−7.5% | Reduced |
| Canada Pension Plan Investment Board | 15,717 | $1.02M | 0.00% | −793−4.8% | Reduced |
| Sunbelt Securities, Inc. | 15,880 | $1.04M | 0.07% | +6,648+72.0% | Added |
| Norinchukin Bank, The | 15,933 | $1.04M | 0.01% | −71−0.4% | Reduced |
| Evermay Wealth Management LLC | 16,495 | $1.08M | 0.12% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 16,624 | $1.08M | 0.00% | −92−0.6% | Reduced |
| Roundview Capital LLC | 16,643 | $1.09M | 0.07% | −7,025−29.7% | Reduced |
| Hartford Investment Management Co | 16,713 | $1.09M | 0.03% | −430−2.5% | Reduced |
| Callan Family Office, LLC | 16,782 | $1.09M | 0.02% | −3,335−16.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,844 | $1.10M | 0.06% | +1,287+8.3% | Added |
| Pullen Investment Management, LLC | 17,214 | $1.12M | 0.56% | +17,214 | New |
| Aigen Investment Management, LP | 17,278 | $1.13M | 0.29% | +17,278 | New |
| Ameriflex Group, Inc. | 17,525 | $1.14M | 0.58% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 17,699 | $1.15M | 0.03% | −3,681−17.2% | Reduced |
| Abn Amro Investment Solutions | 18,009 | $1.17M | 0.02% | −443,558−96.1% | Reduced |
| Peninsula Asset Management Inc | 18,165 | $1.18M | 0.60% | +3,620+24.9% | Added |
| Axq Capital, LP | 18,249 | $1.19M | 0.15% | +11,670+177.4% | Added |
| Macquarie Group Ltd | 18,369 | $1.20M | 0.01% | −2,497−12.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,618 | $1.22M | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 18,656 | $1.22M | 0.13% | +2,212+13.5% | Added |
| Lido Advisors, LLC | 18,946 | $1.24M | 0.00% | −306−1.6% | Reduced |
| We Are One Seven, LLC | 18,980 | $1.24M | 0.02% | −1,428−7.0% | Reduced |
| Boston Partners | 19,180 | $1.25M | 0.00% | +1,928+11.2% | Added |
| Fiduciary Trust Co | 19,259 | $1.26M | 0.01% | −1,318−6.4% | Reduced |
| Allianz Asset Management GmbH | 19,343 | $1.26M | 0.00% | −5,371−21.7% | Reduced |
| Fairbanks Capital Management, Inc. | 19,655 | $1.28M | 0.80% | −483−2.4% | Reduced |
| Everence Capital Management Inc | 19,804 | $1.29M | 0.08% | +5,176+35.4% | Added |
| WealthPLAN Partners, LLC | 19,992 | $1.30M | 0.25% | −10,499−34.4% | Reduced |
| CWM Advisors, LLC | 20,232 | $1.32M | 0.08% | +16,121+392.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,436 | $1.33M | 0.01% | +8,265+67.9% | Added |
| Investment Management Corp of Ontario | 20,782 | $1.36M | 0.02% | +1,300+6.7% | Added |
| Cacti Asset Management LLC | 21,000 | $1.37M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21,534 | $1.40M | 0.00% | +867+4.2% | Added |
| WCM Investment Management, LLC | 21,561 | $1.41M | 0.00% | +2,496+13.1% | Added |
| Ameritas Investment Partners, Inc. | 21,799 | $1.42M | 0.04% | +4,096+23.1% | Added |
| Gulf International Bank (UK) Ltd | 22,201 | $1.45M | 0.03% | +6,843+44.6% | Added |
| Third View Private Wealth, LLC | 22,569 | $1.47M | 0.20% | +2,704+13.6% | Added |
| Hancock Whitney Corp | 22,864 | $1.49M | 0.03% | +14+0.1% | Added |
| STRS Ohio | 23,298 | $1.52M | 0.01% | −120−0.5% | Reduced |
| Salem Investment Counselors Inc | 24,000 | $1.57M | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 24,000 | $1.57M | 0.23% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 24,325 | $1.59M | 0.93% | +1,755+7.8% | Added |
| Janus Henderson Group PLC | 24,402 | $1.59M | 0.00% | −1,754−6.7% | Reduced |