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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 6,218 | $405.5K | 0.01% | −3,030−32.8% | Reduced |
| Oppenheimer Asset Management Inc. | 6,148 | $400.9K | 0.00% | −8,629−58.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,144 | $400.7K | 0.02% | +1,137+22.7% | Added |
| Warren Averett Asset Management, LLC | 6,095 | $397.5K | 0.00% | +631+11.5% | Added |
| AssuredPartners Investment Advisors, LLC | 5,973 | $397.3K | 0.04% | −2,408−28.7% | Reduced |
| Trust Point Inc. | 6,059 | $395.1K | 0.03% | +1,065+21.3% | Added |
| Huntington National Bank | 6,036 | $393.6K | 0.00% | +28+0.5% | Added |
| BBR Partners, LLC | 5,996 | $391.0K | 0.02% | +5,996 | New |
| Kestra Advisory Services, LLC | 5,983 | $390.2K | 0.00% | −3,733−38.4% | Reduced |
| Adviser Investments LLC | 5,944 | $387.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,866 | $382.5K | 0.02% | −1,334−18.5% | Reduced |
| Gateway Investment Advisers LLC | 5,844 | $381.1K | 0.00% | +721+14.1% | Added |
| Engineers Gate Manager LP | 5,840 | $380.8K | 0.00% | −289−4.7% | Reduced |
| AlphaGrep UK Ltd | 5,832 | $380.3K | 0.11% | −1,851−24.1% | Reduced |
| Virtu Financial LLC | 5,829 | $380.0K | 0.02% | +213+3.8% | Added |
| Vontobel Holding Ltd. | 5,802 | $378.3K | 0.00% | +615+11.9% | Added |
| Evergreen Capital Management LLC | 5,739 | $374.2K | 0.01% | +2,674+87.2% | Added |
| Woodline Partners LP | 5,702 | $371.8K | 0.00% | +5,702 | New |
| Revisor Wealth Management LLC | 5,528 | $370.8K | 0.10% | +764+16.0% | Added |
| Advisor OS, LLC | 5,681 | $370.5K | 0.03% | +219+4.0% | Added |
| Evolve Private Wealth, LLC | 5,664 | $369.3K | 0.02% | +1,938+52.0% | Added |
| Verity Asset Management, Inc. | 5,662 | $369.2K | 0.15% | +5,662 | New |
| V-Square Quantitative Management LLC | 5,632 | $367.3K | 0.04% | +1,320+30.6% | Added |
| S-Bank Fund Management Ltd | 5,604 | $365.4K | 0.05% | −208−3.6% | Reduced |
| MJP Associates Inc | 5,560 | $362.6K | 0.04% | +310+5.9% | Added |
| Mirabella Financial Services LLP | 5,395 | $351.8K | 0.03% | +5,395 | New |
| Journey Strategic Wealth LLC | 5,376 | $350.5K | 0.01% | +933+21.0% | Added |
| American National Bank of Texas | 5,368 | $350.0K | 0.33% | +457+9.3% | Added |
| Centennial Bank | 5,324 | $347.2K | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,208 | $339.6K | 0.01% | +2,096+67.4% | Added |
| Boothbay Fund Management, LLC | 5,195 | $338.8K | 0.01% | +2,671+105.8% | Added |
| Vestcor Inc | 5,183 | $338.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,162 | $336.6K | 0.01% | +17+0.3% | Added |
| BOK Financial Private Wealth, Inc. | 5,148 | $335.7K | 0.02% | −235−4.4% | Reduced |
| Boreal Capital Management LLC | 5,113 | $333.4K | 0.29% | −2,286−30.9% | Reduced |
| Fidelis Capital Partners, LLC | 5,104 | $332.8K | 0.02% | −378−6.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,083 | $331.5K | 0.01% | −345−6.4% | Reduced |
| Signaturefd, LLC | 5,014 | $327.0K | 0.01% | +2,064+70.0% | Added |
| Bullock Wealth Management Group | 5,058 | $325.7K | 0.16% | +10+0.2% | Added |
| Phillips Financial Management, LLC | 4,949 | $322.7K | 0.02% | −111−2.2% | Reduced |
| RMR Capital Management, LLC | 4,918 | $320.7K | 0.23% | −2,780−36.1% | Reduced |
| Harbor Capital Advisors, Inc. | 4,874 | $318.0K | 0.03% | +4,874 | New |
| Jane Street Group, LLC | 4,848 | $316.1K | 0.00% | −5,235−51.9% | Reduced |
| Gibbs Wealth Management | 4,804 | $313.3K | 0.04% | +763+18.9% | Added |
| Blue Zone Wealth Advisors, LLC | 4,800 | $313.0K | 0.06% | +4,800 | New |
| Gen-Wealth Partners Inc | 4,679 | $305.1K | 0.10% | +1,269+37.2% | Added |
| TCW Group Inc | 4,596 | $299.7K | 0.00% | +223+5.1% | Added |
| Forum Private Client Group LLC | 4,579 | $298.6K | 0.10% | −29−0.6% | Reduced |
| Hantz Financial Services, Inc. | 4,563 | $298.0K | 0.00% | −61,708−93.1% | Reduced |
| WBI Investments | 4,555 | $297.0K | 0.08% | −19,351−80.9% | Reduced |
| Millington Securities, LLC | 4,555 | $297.0K | 0.08% | +4,555 | New |
| First National Bank of Omaha | 4,516 | $294.5K | 0.01% | −36,467−89.0% | Reduced |
| Northbridge Financial Group, LLC | 4,352 | $293.6K | 0.13% | +4,352 | New |
| Meeder Advisory Services, Inc. | 4,502 | $293.6K | 0.01% | +852+23.3% | Added |
| Strategy Asset Managers LLC | 4,450 | $290.2K | 0.05% | +786+21.5% | Added |
| Brown Advisory Inc | 4,417 | $288.0K | 0.00% | −9,905−69.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,373 | $285.1K | 0.06% | −829−15.9% | Reduced |
| Teacher Retirement System of Texas | 4,347 | $283.5K | 0.00% | −5,257−54.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,343 | $283.2K | 0.00% | −1,453−25.1% | Reduced |
| Apriem Advisors | 4,343 | $283.2K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 4,323 | $281.9K | 0.01% | −185−4.1% | Reduced |
| Assenagon Asset Management S.A. | 4,321 | $281.8K | 0.00% | −8,607−66.6% | Reduced |
| Tema ETFs LLC | 4,302 | $280.5K | 0.02% | +21+0.5% | Added |
| Serenity Investment Advisors | 4,851 | $280.5K | 0.13% | −1,682−25.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,285 | $279.4K | 0.02% | +1,047+32.3% | Added |
| OpenArc Corporate Advisory, LLC | 4,253 | $277.3K | 0.00% | +1,089+34.4% | Added |
| ASR Vermogensbeheer N.V. | 4,214 | $274.8K | 0.00% | +98+2.4% | Added |
| Belpointe Asset Management LLC | 4,141 | $270.1K | 0.01% | −146−3.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,140 | $270.0K | 0.02% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 4,134 | $269.6K | 0.05% | −103−2.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,110 | $268.0K | 0.01% | −3,050−42.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,058 | $264.6K | 0.07% | +356+9.6% | Added |
| Washington Trust Bank | 4,037 | $263.3K | 0.02% | −33−0.8% | Reduced |
| Crestwood Advisors Group LLC | 4,009 | $261.4K | 0.00% | +665+19.9% | Added |
| Means Investment Co., Inc. | 4,000 | $260.8K | 0.02% | −152−3.7% | Reduced |
| Regions Financial Corp | 3,903 | $254.5K | 0.00% | +1,075+38.0% | Added |
| Somerset Trust Co | 3,797 | $247.6K | 0.08% | −25−0.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,768 | $245.7K | 0.02% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 3,768 | $245.7K | 0.03% | 00.0% | Unchanged |
| Moment Partners, LLC | 3,732 | $243.3K | 0.04% | −20−0.5% | Reduced |
| Arq Wealth Advisors, LLC | 3,725 | $242.9K | 0.04% | +3,725 | New |
| Ballentine Partners, LLC | 3,709 | $241.9K | 0.00% | +65+1.8% | Added |
| Checchi Capital Advisers, LLC | 3,669 | $239.3K | 0.02% | +664+22.1% | Added |
| W.H. Cornerstone Investments Inc. | 3,578 | $233.3K | 0.15% | +8+0.2% | Added |
| Quadrant Capital Group LLC | 3,544 | $231.1K | 0.01% | +1,162+48.8% | Added |
| QRG Capital Management, Inc. | 3,521 | $229.6K | 0.00% | −20,911−85.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,513 | $229.1K | 0.01% | −850−19.5% | Reduced |
| IFP Advisors, Inc | 3,501 | $228.3K | 0.00% | −15,716−81.8% | Reduced |
| Xxi Wealth, LLC | 3,443 | $224.5K | 0.13% | −434−11.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,442 | $224.5K | 0.00% | −653−15.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,441 | $224.4K | 0.01% | +517+17.7% | Added |
| Strategies Wealth Advisors, LLC | 3,439 | $224.3K | 0.02% | +3,439 | New |
| Impact Capital Partners LLC | 3,421 | $223.1K | 0.07% | +645+23.2% | Added |
| Pensionmark Financial Group, LLC | 3,416 | $222.8K | 0.00% | −578−14.5% | Reduced |
| Red Door Wealth Management, LLC | 3,393 | $221.3K | 0.02% | +396+13.2% | Added |
| Norden Group LLC | 3,382 | $220.6K | 0.02% | −3,050−47.4% | Reduced |
| Arkadios Wealth Advisors | 3,332 | $217.3K | 0.00% | −20−0.6% | Reduced |
| Phillips Wealth Planners LLC | 3,835 | $212.3K | 0.16% | +493+14.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,244 | $211.5K | 0.01% | +3,244 | New |
| Syon Capital LLC | 3,227 | $210.4K | 0.01% | +3,227 | New |