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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 28,798 | $1.88M | 0.02% | −200−0.7% | Reduced |
| Bessemer Group Inc | 28,517 | $1.86M | 0.00% | −8,168−22.3% | Reduced |
| Swiss Life Asset Management Ltd | 28,317 | $1.85M | 0.01% | +5,681+25.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 28,221 | $1.84M | 0.00% | −93−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 28,425 | $1.83M | 0.01% | +28,206+12,879.5% | Added |
| Invst, LLC | 28,021 | $1.83M | 0.21% | +3,849+15.9% | Added |
| WealthPlan Investment Management, LLC | 27,151 | $1.77M | 0.10% | −19,449−41.7% | Reduced |
| Maridea Wealth Management LLC | 26,670 | $1.74M | 0.25% | +3,228+13.8% | Added |
| Atria Investments LLC | 26,610 | $1.74M | 0.02% | +6,404+31.7% | Added |
| M Holdings Securities, Inc. | 31,307 | $1.73M | 0.12% | −40.0% | Reduced |
| Ironwood Investment Counsel, LLC | 26,338 | $1.72M | 0.25% | −25−0.1% | Reduced |
| Ironvine Capital Partners, LLC | 25,877 | $1.69M | 0.19% | +5,909+29.6% | Added |
| Jones Kertz & Associates, Inc. | 25,860 | $1.69M | 0.90% | +25,860 | New |
| Pacer Advisors, Inc. | 24,873 | $1.62M | 0.00% | +1,815+7.9% | Added |
| Savant Capital, LLC | 24,804 | $1.62M | 0.01% | +196+0.8% | Added |
| Public Employees Retirement Association of Colorado | 24,601 | $1.60M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 24,402 | $1.59M | 0.00% | −1,754−6.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 24,325 | $1.59M | 0.93% | +1,755+7.8% | Added |
| 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 |
| STRS Ohio | 23,298 | $1.52M | 0.01% | −120−0.5% | Reduced |
| Hancock Whitney Corp | 22,864 | $1.49M | 0.03% | +14+0.1% | Added |
| Third View Private Wealth, LLC | 22,569 | $1.47M | 0.20% | +2,704+13.6% | Added |
| Gulf International Bank (UK) Ltd | 22,201 | $1.45M | 0.03% | +6,843+44.6% | Added |
| Ameritas Investment Partners, Inc. | 21,799 | $1.42M | 0.04% | +4,096+23.1% | Added |
| WCM Investment Management, LLC | 21,561 | $1.41M | 0.00% | +2,496+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 21,534 | $1.40M | 0.00% | +867+4.2% | Added |
| Cacti Asset Management LLC | 21,000 | $1.37M | 0.08% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 20,782 | $1.36M | 0.02% | +1,300+6.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,436 | $1.33M | 0.01% | +8,265+67.9% | Added |
| CWM Advisors, LLC | 20,232 | $1.32M | 0.08% | +16,121+392.1% | Added |
| WealthPLAN Partners, LLC | 19,992 | $1.30M | 0.25% | −10,499−34.4% | Reduced |
| Everence Capital Management Inc | 19,804 | $1.29M | 0.08% | +5,176+35.4% | Added |
| Fairbanks Capital Management, Inc. | 19,655 | $1.28M | 0.80% | −483−2.4% | Reduced |
| Allianz Asset Management GmbH | 19,343 | $1.26M | 0.00% | −5,371−21.7% | Reduced |
| Fiduciary Trust Co | 19,259 | $1.26M | 0.01% | −1,318−6.4% | Reduced |
| Boston Partners | 19,180 | $1.25M | 0.00% | +1,928+11.2% | Added |
| We Are One Seven, LLC | 18,980 | $1.24M | 0.02% | −1,428−7.0% | Reduced |
| Lido Advisors, LLC | 18,946 | $1.24M | 0.00% | −306−1.6% | Reduced |
| Quantitative Investment Management, LLC | 18,656 | $1.22M | 0.13% | +2,212+13.5% | Added |
| Teachers Retirement System of the State of Kentucky | 18,618 | $1.22M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 18,369 | $1.20M | 0.01% | −2,497−12.0% | Reduced |
| Axq Capital, LP | 18,249 | $1.19M | 0.15% | +11,670+177.4% | Added |
| Peninsula Asset Management Inc | 18,165 | $1.18M | 0.60% | +3,620+24.9% | Added |
| Abn Amro Investment Solutions | 18,009 | $1.17M | 0.02% | −443,558−96.1% | Reduced |
| Mizuho Securities USA LLC | 17,699 | $1.15M | 0.03% | −3,681−17.2% | Reduced |
| Ameriflex Group, Inc. | 17,525 | $1.14M | 0.58% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 17,278 | $1.13M | 0.29% | +17,278 | New |
| Pullen Investment Management, LLC | 17,214 | $1.12M | 0.56% | +17,214 | New |
| Cyndeo Wealth Partners, LLC | 16,844 | $1.10M | 0.06% | +1,287+8.3% | Added |
| Callan Family Office, LLC | 16,782 | $1.09M | 0.02% | −3,335−16.6% | Reduced |
| Hartford Investment Management Co | 16,713 | $1.09M | 0.03% | −430−2.5% | Reduced |
| Roundview Capital LLC | 16,643 | $1.09M | 0.07% | −7,025−29.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 16,624 | $1.08M | 0.00% | −92−0.6% | Reduced |
| Evermay Wealth Management LLC | 16,495 | $1.08M | 0.12% | 00.0% | Unchanged |
| Norinchukin Bank, The | 15,933 | $1.04M | 0.01% | −71−0.4% | Reduced |
| Sunbelt Securities, Inc. | 15,880 | $1.04M | 0.07% | +6,648+72.0% | Added |
| Canada Pension Plan Investment Board | 15,717 | $1.02M | 0.00% | −793−4.8% | Reduced |
| Metis Global Partners, LLC | 15,677 | $1.02M | 0.03% | −1,279−7.5% | Reduced |
| CVFG LLC | 15,494 | $1.01M | 0.13% | +15,494 | New |
| Cim, LLC | 15,163 | $988.8K | 0.14% | −19,133−55.8% | Reduced |
| Monte Financial Group, LLC | 15,161 | $988.6K | 0.35% | +3,453+29.5% | Added |
| Louisiana State Employees Retirement System | 14,900 | $971.6K | 0.02% | −100−0.7% | Reduced |
| HB Wealth Management, LLC | 14,877 | $970.1K | 0.01% | +951+6.8% | Added |
| M&T Bank Corp | 14,641 | $954.4K | 0.00% | −3,905−21.1% | Reduced |
| ISAM Funds (UK) Ltd | 14,526 | $947.2K | 0.47% | +14,526 | New |
| Mercer Global Advisors Inc | 14,340 | $935.1K | 0.00% | +1,820+14.5% | Added |
| Ostrum Asset Management | 14,317 | $933.6K | 0.05% | +210+1.5% | Added |
| Tower Research Capital LLC (TRC) | 14,291 | $931.9K | 0.02% | +8,004+127.3% | Added |
| Vident Advisory, LLC | 14,194 | $925.6K | 0.01% | +6,240+78.5% | Added |
| Two Sigma Securities, LLC | 14,044 | $915.8K | 0.11% | +14,044 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 14,000 | $912.9K | 0.01% | +3,000+27.3% | Added |
| Maryland State Retirement & Pension System | 13,909 | $907.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,838 | $902.4K | 0.01% | −1,913−12.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 13,815 | $900.9K | 0.04% | +183+1.3% | Added |
| Greenleaf Trust | 13,685 | $892.4K | 0.01% | −1,463−9.7% | Reduced |
| New Mexico Educational Retirement Board | 13,600 | $887.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 13,547 | $883.4K | 0.00% | −6,144−31.2% | Reduced |
| Wedbush Securities Inc | 13,449 | $877.0K | 0.03% | +647+5.1% | Added |
| Wealthfront Advisers LLC | 13,332 | $869.4K | 0.00% | −1,149−7.9% | Reduced |
| ING Groep NV | 13,297 | $867.1K | 0.01% | −255−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,290 | $866.6K | 0.00% | +2,757+26.2% | Added |
| Spears Abacus Advisors LLC | 13,284 | $866.3K | 0.02% | +701+5.6% | Added |
| Capital Investment Advisors, LLC | 12,956 | $844.9K | 0.01% | −522−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,796 | $843.9K | 0.00% | −4,985−28.0% | Reduced |
| Compass Ion Advisors, LLC | 12,794 | $834.3K | 0.08% | +1,120+9.6% | Added |
| Cathy Pareto & Associates, Inc | 12,762 | $832.2K | 0.56% | −15−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 12,558 | $818.9K | 0.32% | −7,117−36.2% | Reduced |
| SlateStone Wealth, LLC | 12,535 | $817.0K | 0.07% | −940−7.0% | Reduced |
| Summit Financial, LLC | 12,091 | $788.5K | 0.01% | −20,041−62.4% | Reduced |
| Cross Staff Investments Inc | 12,081 | $787.8K | 0.52% | +81+0.7% | Added |
| Occudo Quantitative Strategies LP | 12,975 | $780.4K | 0.04% | +12,975 | New |
| Crossmark Global Holdings, Inc. | 11,747 | $766.0K | 0.01% | −160−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 11,744 | $765.8K | 0.01% | −3,382−22.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,721 | $764.3K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,630 | $758.4K | 0.01% | −8−0.1% | Reduced |
| Gilbert & Cook, Inc. | 11,622 | $757.9K | 0.10% | +420+3.7% | Added |
| Diversified Trust Co | 11,520 | $751.2K | 0.01% | +595+5.4% | Added |
| Sequoia Financial Advisors, LLC | 11,460 | $747.3K | 0.00% | −2,334−16.9% | Reduced |
| Benchmark Investment Advisors LLC | 11,377 | $741.9K | 0.43% | +11,377 | New |