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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 3,214 | $209.6K | 0.00% | −315−8.9% | Reduced |
| Blueshift Asset Management, LLC | 3,202 | $208.8K | 0.06% | −4,339−57.5% | Reduced |
| Tocqueville Asset Management L.P. | 3,200 | $208.7K | 0.00% | +3,200 | New |
| Venator Management LLC | 3,200 | $208.7K | 0.05% | +3,200 | New |
| Anchor Investment Management, LLC | 3,191 | $208.1K | 0.02% | −25−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 3,178 | $207.2K | 0.01% | +3,178 | New |
| Merit Financial Group, LLC | 3,154 | $205.7K | 0.00% | +345+12.3% | Added |
| Great Valley Advisor Group, Inc. | 3,133 | $204.5K | 0.00% | −217−6.5% | Reduced |
| Patton Fund Management, Inc. | 3,123 | $203.7K | 0.03% | +299+10.6% | Added |
| GTS Securities LLC | 3,102 | $202.3K | 0.01% | −1,021−24.8% | Reduced |
| Credit Capital Investments LLC | 3,100 | $202.2K | 0.18% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,098 | $202.0K | 0.00% | −448−12.6% | Reduced |
| Park Avenue Securities LLC | 3,075 | $201.0K | 0.00% | +3,075 | New |
| Parallel Advisors, LLC | 3,077 | $200.7K | 0.00% | +377+14.0% | Added |
| Boston Family Office LLC | 3,070 | $200.0K | 0.01% | −215−6.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,976 | $194.0K | 0.01% | +2,134+253.4% | Added |
| Operose Advisors LLC | 2,900 | $189.1K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,673 | $174.3K | 0.03% | −1,017−27.6% | Reduced |
| Assetmark, Inc | 2,628 | $171.4K | 0.00% | +1,728+192.0% | Added |
| Farther Finance Advisors, LLC | 2,569 | $165.4K | 0.00% | −100−3.7% | Reduced |
| MAI Capital Management | 2,503 | $163.2K | 0.00% | +281+12.6% | Added |
| Clearstead Advisors, LLC | 2,435 | $158.8K | 0.00% | +1,126+86.0% | Added |
| Quent Capital, LLC | 2,391 | $155.9K | 0.01% | +1,640+218.4% | Added |
| NBC Securities, Inc. | 2,314 | $150.9K | 0.01% | −10−0.4% | Reduced |
| Mather Group, LLC. | 2,176 | $141.9K | 0.00% | −676−23.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,176 | $141.9K | 0.00% | +1,354+164.7% | Added |
| Advisors Asset Management, Inc. | 2,063 | $134.5K | 0.00% | +2,063 | New |
| Smithfield Trust Co | 1,883 | $122.0K | 0.01% | −16−0.8% | Reduced |
| Allworth Financial LP | 1,813 | $118.2K | 0.00% | +335+22.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $117.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,636 | $105.0K | 0.00% | +51+3.2% | Added |
| ORG Wealth Partners, LLC | 1,607 | $104.8K | 0.02% | +148+10.1% | Added |
| Montag A & Associates Inc | 1,606 | $104.7K | 0.00% | +1,146+249.1% | Added |
| Larson Financial Group LLC | 1,581 | $103.1K | 0.00% | +856+118.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,492 | $97.3K | 0.01% | +466+45.4% | Added |
| Bayforest Capital Ltd | 1,462 | $95.3K | 0.11% | +1,462 | New |
| Harbour Investments, Inc. | 1,377 | $89.9K | 0.00% | +156+12.8% | Added |
| Stephenson National Bank & Trust | 1,314 | $85.7K | 0.02% | −1,107−45.7% | Reduced |
| Massmutual Trust Co FSB | 1,300 | $84.8K | 0.00% | −118−8.3% | Reduced |
| CoreCap Advisors, LLC | 1,299 | $84.7K | 0.00% | +11+0.9% | Added |
| Golden State Equity Partners | 1,276 | $83.2K | 0.01% | +1,276 | New |
| Los Angeles Capital Management LLC | 1,207 | $78.7K | 0.00% | −20−1.6% | Reduced |
| Private Trust Co NA | 1,177 | $76.8K | 0.01% | +30+2.6% | Added |
| Private Wealth Asset Management, LLC | 1,131 | $73.8K | 0.01% | −3−0.3% | Reduced |
| Caldwell Trust Co | 1,113 | $72.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,106 | $72.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,043 | $68.0K | 0.00% | −1,125−51.9% | Reduced |
| Dorato Capital Management | 980 | $66.4K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,000 | $65.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 924 | $60.3K | 0.00% | +99+12.0% | Added |
| First Horizon Corp | 845 | $55.1K | 0.00% | +12+1.4% | Added |
| Investment Research & Advisory Group, Inc. | 835 | $54.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 821 | $53.6K | 0.00% | +100+13.9% | Added |
| Orion Capital Management LLC | 807 | $52.6K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 808 | $52.1K | 0.03% | +114+16.4% | Added |
| Gables Capital Management Inc. | 668 | $43.6K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $43.6K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 660 | $43.1K | 0.00% | +660 | New |
| Covestor Ltd | 660 | $43.0K | 0.03% | −235−26.3% | Reduced |
| CVA Family Office, LLC | 654 | $42.6K | 0.00% | +567+651.7% | Added |
| Cromwell Holdings LLC | 622 | $40.6K | 0.02% | −98−13.6% | Reduced |
| Curio Wealth, LLC | 601 | $39.2K | 0.01% | +1+0.2% | Added |
| Wellington-Altus USA Inc. | 606 | $38.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 589 | $38.4K | 0.00% | −505−46.2% | Reduced |
| Owl Creek Wealth Partners LLC | 567 | $37.0K | 0.01% | +567 | New |
| Asset Dedication, LLC | 560 | $36.5K | 0.00% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 542 | $35.3K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 530 | $34.6K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 506 | $33.0K | 0.01% | −9−1.7% | Reduced |
| First PREMIER Bank | 424 | $28.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 421 | $27.5K | 0.00% | +88+26.4% | Added |
| Catalyst Capital Advisors LLC | 420 | $27.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $26.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 402 | $26.2K | 0.00% | +141+54.0% | Added |
| Board of the Pension Protection Fund | 400 | $26.1K | 0.02% | −100−20.0% | Reduced |
| Bryn Mawr Trust Co | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $26.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 386 | $25.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 381 | $24.8K | 0.00% | −22−5.5% | Reduced |
| Zions Bancorporation, National Association | 373 | $24.3K | 0.00% | −2,107−85.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 333 | $21.7K | 0.00% | −545−62.1% | Reduced |
| Basepoint Wealth LLC | 333 | $21.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 327 | $21.3K | 0.01% | +327 | New |
| GW&K Investment Management, LLC | 320 | $21.0K | 0.00% | −29−8.3% | Reduced |
| First Command Advisory Services, Inc. | 314 | $20.5K | 0.00% | +213+210.9% | Added |
| Horizon Financial Services, LLC | 305 | $19.9K | 0.01% | +264+643.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 293 | $19.1K | 0.00% | +293 | New |
| Capital Advisors, Ltd. LLC | 294 | $19.0K | 0.00% | +97+49.2% | Added |
| Union Bancaire Privee, UBP SA | 378 | $18.7K | 0.00% | +378 | New |
| Darwin Advisors, LLC | 271 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 256 | $16.5K | 0.00% | +2+0.8% | Added |
| Farmers & Merchants Investments Inc | 250 | $16.3K | 0.00% | +100+66.7% | Added |
| Versant Capital Management, Inc | 245 | $16.0K | 0.00% | +16+7.0% | Added |
| Ancora Advisors, LLC | 242 | $15.8K | 0.00% | −185−43.3% | Reduced |
| Sankala Group LLC | 234 | $15.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 232 | $15.1K | 0.00% | +194+510.5% | Added |
| Truvestments Capital LLC | 230 | $15.0K | 0.00% | +42+22.3% | Added |
| Colonial Trust Co | 226 | $14.8K | 0.00% | +30+15.3% | Added |
| Westside Investment Management, Inc. | 216 | $14.2K | 0.00% | 00.0% | Unchanged |