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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 816 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2026: $18.2B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2025.

Institutions holding BRO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Resonant Capital Advisors, LLC11,341$739.5K0.04%+1,024+9.9%Added
Osmosis Investment Management UK Ltd11,262$734.4K0.02%+6,240+124.3%Added
United Capital Financial Advisers, LLC11,212$731.1K0.00%−3,423−23.4%Reduced
Wealthcare Advisory Partners LLC11,150$727.1K0.01%−2,455−18.0%Reduced
Thrivent Financial for Lutherans11,082$723.0K0.00%−2,331−17.4%Reduced
Schroder Investment Management Group11,071$722.5K0.00%−4,279−27.9%Reduced
C WorldWide Group Holding A/S11,022$719.0K0.02%−2,377−17.7%Reduced
Live Oak Private Wealth LLC10,965$715.0K0.10%−258−2.3%Reduced
First Trust Advisors LP10,964$715.0K0.00%−497−4.3%Reduced
Brevan Howard Capital Management LP10,957$714.5K0.01%+10,957New
Equitable Trust Co10,901$710.9K0.03%+182+1.7%Added
Chaney Capital Management, Inc.10,864$708.4K0.25%00.0%Unchanged
Skopos Labs, Inc.10,823$705.8K0.02%−6,467−37.4%Reduced
Saudi Central Bank10,712$698.5K0.01%+10,712New
Texas Yale Capital Corp.10,638$693.7K0.02%+4,568+75.3%Added
Greenfield Seitz Capital Management, LLC10,600$691.2K0.21%00.0%Unchanged
Banque Cantonale Vaudoise10,521$686.0K0.03%−2,821−21.1%Reduced
Secured Retirement Advisors, LLC10,302$671.8K0.38%+10,302New
Numerai GP LLC10,244$668.0K0.07%+5,747+127.8%Added
E. Ohman J:or Asset Management AB10,194$664.8K0.02%−1,376−11.9%Reduced
Horizon Investments, LLC10,163$660.8K0.01%+145+1.4%Added
Parkwoods Wealth Partners, LLC10,052$655.5K0.16%−30.0%Reduced
Penobscot Investment Management Company, Inc.10,049$655.3K0.05%−10,714−51.6%Reduced
Access Investment Management LLC10,000$652.1K0.17%00.0%Unchanged
Harmony Asset Management LLC10,000$652.1K0.20%00.0%Unchanged
Arrowstreet Capital, Limited Partnership9,823$640.6K0.00%+3,843+64.3%Added
Advisory Alpha, LLC9,787$638.2K0.02%+1,731+21.5%Added
Radnor Capital Management, LLC9,760$636.5K0.09%+140+1.5%Added
Natixis9,749$635.7K0.00%+9,749New
Hunter Associates Investment Management LLC9,689$632.0K0.08%+2,650+37.6%Added
Glenview Trust Co9,682$631.4K0.01%+816+9.2%Added
Panagora Asset Management Inc9,618$627.2K0.00%−5,917−38.1%Reduced
Vestmark Advisory Solutions, Inc.9,594$625.6K0.01%+9,594New
Occidental Asset Management, LLC9,548$622.6K0.07%−43−0.4%Reduced
Principal Securities, Inc.9,509$620.1K0.01%−1,121−10.5%Reduced
Wedge Capital Management L L P9,409$613.6K0.01%−5,423−36.6%Reduced
Northwestern Mutual Investment Management Company, LLC9,368$610.9K0.01%−14−0.1%Reduced
CenterBook Partners LP9,315$607.4K0.03%+1,000+12.0%Added
Financial Enhancement Group LLC8,969$607.4K0.08%+261+3.0%Added
SFM, LLC9,178$598.5K0.36%+2,944+47.2%Added
AE Wealth Management LLC9,152$596.8K0.00%−4,306−32.0%Reduced
Proficio Capital Partners LLC9,019$588.1K0.03%+20.0%Added
Integrated Wealth Concepts LLC8,938$582.8K0.00%+8,938New
Hyperion Capital Advisors LP8,900$580.4K0.28%+1,400+18.7%Added
Pictet & Cie (Europe) SA8,890$579.7K0.01%00.0%Unchanged
Commerce Bank8,822$575.3K0.00%−116−1.3%Reduced
Sterling Capital Management LLC8,787$573.0K0.01%−105,248−92.3%Reduced
MML Investors Services, LLC8,756$571.0K0.00%−14,631−62.6%Reduced
Aptus Capital Advisors, LLC8,540$556.9K0.00%−877−9.3%Reduced
CWC Advisors, LLC.8,484$553.2K0.26%+289+3.5%Added
Independent Advisor Alliance8,481$553.1K0.01%−25,324−74.9%Reduced
Prudential PLC8,460$551.7K0.00%−7,169−45.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.8,369$545.7K0.00%+23+0.3%Added
North Dakota State Investment Board8,347$544.3K0.02%−1,208−12.6%Reduced
Keyes, Stange & Wooten Wealth Management, LLC8,273$539.5K0.24%+312+3.9%Added
CWM, LLC8,239$537.2K0.00%−1,986−19.4%Reduced
Twinbeech Capital LP8,119$529.4K0.05%+8,119New
MUFG Securities Americas Inc.8,101$528.3K0.03%+191+2.4%Added
Summitry LLC8,086$527.3K0.02%+8,086New
CX Institutional8,077$527.0K0.02%−1,599−16.5%Reduced
Atlas Legacy Advisors, LLC8,060$525.6K0.10%−90−1.1%Reduced
Polymer Capital Management (US) LLC8,045$524.6K0.08%+8,045New
Securian Asset Management, Inc7,884$514.1K0.02%−100−1.3%Reduced
Equitable Holdings, Inc.6,533$513.3K0.00%+2,350+56.2%Added
Oxford Asset Management LLP7,746$505.1K0.20%+7,746New
Global X Japan Co., Ltd.7,700$502.1K0.03%+1,228+19.0%Added
VisionPoint Advisory Group, LLC7,668$500.0K0.09%+7,668New
Nomura Holdings Inc7,655$499.2K0.00%−415−5.1%Reduced
Verdence Capital Advisors LLC7,622$497.0K0.03%+449+6.3%Added
Pinebridge Investments LLC7,609$496.2K0.00%−890−10.5%Reduced
Brighton Jones LLC7,587$494.7K0.01%+7,587New
Vise Technologies, Inc.6,097$485.9K0.01%00.0%Unchanged
Laird Norton Trust Company, LLC7,443$485.4K0.01%−2,281−23.5%Reduced
Brookstone Capital Management7,379$481.2K0.01%−105−1.4%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.7,355$479.6K0.20%−1,444−16.4%Reduced
Kentucky Retirement Systems Insurance Trust Fund7,342$478.8K0.03%00.0%Unchanged
Close Asset Management Ltd7,323$478.0K0.01%−106,796−93.6%Reduced
Aware Super Pty Ltd as trustee of Aware Super7,308$476.6K0.01%+7,308New
EP Wealth Advisors, LLC7,145$465.9K0.00%−1,654−18.8%Reduced
Hamilton Capital Partners Inc.7,121$464.4K0.02%+1,273+21.8%Added
Davenport & Co LLC7,115$464.0K0.00%−22,284−75.8%Reduced
Copeland Capital Management, LLC7,105$463.3K0.01%−94,458−93.0%Reduced
D. E. Shaw & Co., Inc.7,100$463.0K0.00%−51,234−87.8%Reduced
SevenBridge Financial Group, LLC6,721$456.2K0.07%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.6,974$454.8K0.02%−120−1.7%Reduced
Chilton Investment Co LLC6,966$454.3K0.01%−820,900−99.2%Reduced
Moors & Cabot, Inc.6,934$452.2K0.02%+80+1.2%Added
Odyssean, LLC6,878$448.5K0.16%+6,878New
Thoroughbred Financial Services, LLC6,871$448.0K0.03%00.0%Unchanged
Studio Investment Management LLC6,865$447.7K0.08%+253+3.8%Added
SummitTX Capital, L.P.6,863$447.5K0.01%−6,527−48.7%Reduced
Xcel Wealth Management, LLC6,834$445.6K0.12%00.0%Unchanged
Talon Private Wealth, LLC6,735$439.2K0.06%+6,735New
NFP Retirement, Inc.6,682$435.7K0.03%−53−0.8%Reduced
Ticino Wealth5,961$432.8K0.15%−2,125−26.3%Reduced
GAMMA Investing LLC6,522$425.3K0.02%−405−5.8%Reduced
Jump Financial, LLC6,446$420.3K0.01%−34,868−84.4%Reduced
Holland Advisory Services, Inc.6,427$419.1K0.56%−637−9.0%Reduced
Gsa Capital Partners LLP6,333$413.0K0.03%+6,333New
Ritholtz Wealth Management6,269$408.8K0.01%+6,269New