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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 24,601 | $1.60M | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 24,804 | $1.62M | 0.01% | +196+0.8% | Added |
| Pacer Advisors, Inc. | 24,873 | $1.62M | 0.00% | +1,815+7.9% | Added |
| Jones Kertz & Associates, Inc. | 25,860 | $1.69M | 0.90% | +25,860 | New |
| Ironvine Capital Partners, LLC | 25,877 | $1.69M | 0.19% | +5,909+29.6% | Added |
| Ironwood Investment Counsel, LLC | 26,338 | $1.72M | 0.25% | −25−0.1% | Reduced |
| M Holdings Securities, Inc. | 31,307 | $1.73M | 0.12% | −40.0% | Reduced |
| Atria Investments LLC | 26,610 | $1.74M | 0.02% | +6,404+31.7% | Added |
| Maridea Wealth Management LLC | 26,670 | $1.74M | 0.25% | +3,228+13.8% | Added |
| WealthPlan Investment Management, LLC | 27,151 | $1.77M | 0.10% | −19,449−41.7% | Reduced |
| Invst, LLC | 28,021 | $1.83M | 0.21% | +3,849+15.9% | Added |
| TD Waterhouse Canada Inc. | 28,425 | $1.83M | 0.01% | +28,206+12,879.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 28,221 | $1.84M | 0.00% | −93−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 28,317 | $1.85M | 0.01% | +5,681+25.1% | Added |
| Bessemer Group Inc | 28,517 | $1.86M | 0.00% | −8,168−22.3% | Reduced |
| State of Alaska, Department of Revenue | 28,798 | $1.88M | 0.02% | −200−0.7% | Reduced |
| Empowered Funds, LLC | 28,905 | $1.88M | 0.01% | +28,905 | New |
| Elser Financial Planning, Inc | 29,512 | $1.92M | 0.09% | −21−0.1% | Reduced |
| Pathstone Holdings, LLC | 29,610 | $1.93M | 0.01% | +5,851+24.6% | Added |
| Avanza Fonder AB | 30,139 | $1.97M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,193 | $1.97M | 0.00% | +144+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 30,440 | $1.98M | 0.04% | +30,440 | New |
| OP Asset Management Ltd | 30,640 | $2.00M | 0.02% | −2,479−7.5% | Reduced |
| Capital International Sarl | 30,813 | $2.01M | 0.03% | +6,543+27.0% | Added |
| Delta Global Management LP | 30,835 | $2.01M | 0.16% | +4,607+17.6% | Added |
| Intech Investment Management LLC | 30,914 | $2.02M | 0.02% | −20,926−40.4% | Reduced |
| Jain Global LLC | 30,958 | $2.02M | 0.03% | −812,057−96.3% | Reduced |
| Prospera Financial Services Inc | 31,065 | $2.03M | 0.03% | +8,940+40.4% | Added |
| Toroso Investments, LLC | 31,796 | $2.07M | 0.01% | +12,564+65.3% | Added |
| Steward Partners Investment Advisory, LLC | 32,165 | $2.10M | 0.01% | +3,897+13.8% | Added |
| Transcend Wealth Collective, LLC | 32,921 | $2.15M | 0.17% | +3,511+11.9% | Added |
| Summit Trail Advisors, LLC | 33,487 | $2.18M | 0.03% | +12,932+62.9% | Added |
| Oregon Public Employees Retirement Fund | 33,552 | $2.19M | 0.03% | −100−0.3% | Reduced |
| Crawford Investment Counsel Inc | 34,379 | $2.24M | 0.04% | +5,629+19.6% | Added |
| O'Shaughnessy Asset Management, LLC | 35,109 | $2.29M | 0.01% | −15,805−31.0% | Reduced |
| Advisory Services Network, LLC | 35,199 | $2.30M | 0.03% | −805−2.2% | Reduced |
| Credit Agricole S A | 35,728 | $2.33M | 0.01% | −82,428−69.8% | Reduced |
| Integrity Financial Corp | 35,778 | $2.33M | 1.16% | +10.0% | Added |
| UniSuper Management Pty Ltd | 35,981 | $2.35M | 0.02% | +1,451+4.2% | Added |
| Ethic Inc. | 36,597 | $2.39M | 0.04% | +13,151+56.1% | Added |
| Cetera Investment Advisers | 36,804 | $2.40M | 0.00% | +311+0.9% | Added |
| Legacy Financial Strategies, LLC | 36,974 | $2.41M | 0.44% | +2,762+8.1% | Added |
| Cerity Partners LLC | 37,771 | $2.46M | 0.00% | −13,499−26.3% | Reduced |
| Coldstream Capital Management Inc | 38,702 | $2.52M | 0.03% | +9,451+32.3% | Added |
| Mutual of America Capital Management LLC | 38,767 | $2.53M | 0.03% | −505−1.3% | Reduced |
| Nissay Asset Management Corp | 39,495 | $2.58M | 0.01% | +1,136+3.0% | Added |
| British Columbia Investment Management Corp | 39,998 | $2.61M | 0.02% | −11,305−22.0% | Reduced |
| New York Life Investment Management LLC | 40,603 | $2.65M | 0.02% | +409+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,072 | $2.68M | 0.02% | +1,091+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 41,381 | $2.70M | 0.15% | −13,712−24.9% | Reduced |
| NEOS Investment Management LLC | 41,697 | $2.72M | 0.01% | +10,483+33.6% | Added |
| Davidson Kahn Capital Management, LLC | 41,850 | $2.73M | 1.45% | +8,560+25.7% | Added |
| Stephens Inc | 41,969 | $2.74M | 0.03% | −2,059−4.7% | Reduced |
| Rakuten Investment Management, Inc. | 43,321 | $2.83M | 0.01% | +4,865+12.7% | Added |
| Leavell Investment Management, Inc. | 43,491 | $2.84M | 0.12% | −400−0.9% | Reduced |
| Park National Corp | 44,008 | $2.87M | 0.09% | −667−1.5% | Reduced |
| JustInvest LLC | 44,062 | $2.87M | 0.03% | +11,951+37.2% | Added |
| KBC Group NV | 44,294 | $2.89M | 0.01% | −852−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 44,495 | $2.90M | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 44,825 | $2.92M | 0.02% | −24,586−35.4% | Reduced |
| Utah Retirement Systems | 46,387 | $3.02M | 0.03% | −226−0.5% | Reduced |
| CI Private Wealth, LLC | 47,436 | $3.08M | 0.00% | −213,521−81.8% | Reduced |
| Southeast Asset Advisors Inc. | 49,080 | $3.20M | 0.35% | +397+0.8% | Added |
| IFM Investors Pty Ltd | 49,398 | $3.22M | 0.03% | −3,221−6.1% | Reduced |
| GWM Advisors LLC | 49,549 | $3.23M | 0.01% | −5,601−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 49,731 | $3.24M | 0.01% | +20,114+67.9% | Added |
| Bank of Nova Scotia | 50,761 | $3.31M | 0.01% | −21,386−29.6% | Reduced |
| Agf Management Ltd | 52,416 | $3.42M | 0.02% | +15,478+41.9% | Added |
| Nisa Investment Advisors, LLC | 52,481 | $3.42M | 0.01% | −337−0.6% | Reduced |
| Daiwa Securities Group Inc. | 52,736 | $3.44M | 0.01% | +2,603+5.2% | Added |
| Amalgamated Bank | 53,663 | $3.50M | 0.03% | −1,470−2.7% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 54,440 | $3.55M | 1.00% | 00.0% | Unchanged |
| Xponance, Inc. | 54,663 | $3.56M | 0.03% | +6,709+14.0% | Added |
| The PNC Financial Services Group, Inc. | 55,734 | $3.63M | 0.00% | +1,741+3.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 55,777 | $3.65M | 0.02% | +10,184+22.3% | Added |
| Allstate Corp | 56,374 | $3.68M | 0.04% | +35,192+166.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,477 | $3.68M | 0.07% | −55,448−49.5% | Reduced |
| MUFG Securities EMEA plc | 57,425 | $3.74M | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 57,441 | $3.75M | 0.31% | −1,871−3.2% | Reduced |
| Voya Investment Management LLC | 57,909 | $3.78M | 0.00% | −43,314−42.8% | Reduced |
| Ensign Peak Advisors, Inc | 58,761 | $3.83M | 0.01% | +6,477+12.4% | Added |
| Benjamin Edwards Inc | 59,590 | $3.89M | 0.04% | +5,982+11.2% | Added |
| SEB Asset Management AB | 59,654 | $3.89M | 0.02% | +59,654 | New |
| Tower Bridge Advisors | 61,416 | $4.00M | 0.39% | −6,554−9.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 62,099 | $4.05M | 1.18% | −1,750−2.7% | Reduced |
| Retirement Systems of Alabama | 62,169 | $4.05M | 0.01% | −295−0.5% | Reduced |
| FIL Ltd | 62,312 | $4.06M | 0.00% | −217,259−77.7% | Reduced |
| DnB Asset Management AS | 62,917 | $4.10M | 0.01% | +4,929+8.5% | Added |
| Parnassus Investments | 64,113 | $4.18M | 0.01% | −6,140,616−99.0% | Reduced |
| National Bank of Canada | 64,987 | $4.24M | 0.00% | −69,738−51.8% | Reduced |
| Fifth Third Bancorp | 65,788 | $4.29M | 0.01% | +54,305+472.9% | Added |
| AQR Capital Management LLC | 66,622 | $4.34M | 0.00% | −68,713−50.8% | Reduced |
| Guggenheim Capital LLC | 67,927 | $4.43M | 0.04% | −3,825−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 68,197 | $4.45M | 0.02% | −101−0.1% | Reduced |
| Capital International Inc | 69,297 | $4.52M | 0.03% | +4,417+6.8% | Added |
| Rockefeller Capital Management L.P. | 69,323 | $4.52M | 0.01% | +6,825+10.9% | Added |
| Sawgrass Asset Management LLC | 69,482 | $4.53M | 0.68% | −1,647−2.3% | Reduced |
| MetLife Investment Management | 69,620 | $4.54M | 0.02% | −2,159−3.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 70,680 | $4.61M | 0.04% | −9,600−12.0% | Reduced |
| Triad Investment Management | 70,885 | $4.62M | 5.46% | +16,763+31.0% | Added |