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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, Q3 2026

Institutional positions in Brown & Brown, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
8
0 vs. Q2 2026
Shares held
442.2K
−37.5K (−7.8%) vs. Q2 2026
Total value
$26.9M
−$3.85M (−12.5%) vs. Q2 2026
New holders
0
3 more added
Sold out
0
3 more reduced

801 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2026.

Institutions holding BRO in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Confluence Investment Management LLC351,677$21.4M0.36%−34,353−8.9%Reduced
Stonebridge Financial Group, LLC61,589$3.75M0.28%−3,449−5.3%Reduced
Cacti Asset Management LLC21,000$1.27M0.07%00.0%Unchanged
CX Institutional6,242$380.0K0.01%+189+3.1%Added
Versant Capital Management, Inc1,252$76.2K0.01%+126+11.2%Added
Burkett Financial Services, LLC200$12.2K0.00%+1+0.5%Added
Hickory Point Bank & Trust155$9.44K0.01%00.0%Unchanged
Planning Strategies Inc.72$4.38K0.00%−14−16.3%Reduced
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
FMR LLC––––Not filed
Principal Financial Group Inc––––Not filed
Vanguard Portfolio Management LLC––––Not filed
State Street Corp––––Not filed
Capital World Investors––––Not filed
First Eagle Investment Management, LLC––––Not filed
Geode Capital Management, LLC––––Not filed
Kempen Capital Management N.V.––––Not filed
Orbis Allan Gray Ltd––––Not filed
Select Equity Group, L.P.––––Not filed
Norges Bank––––Not filed
Deutsche Bank AG––––Not filed
Invesco Ltd.––––Not filed
Capital Research Global Investors––––Not filed
Morgan Stanley––––Not filed
Goldman Sachs Group Inc––––Not filed
Bank of America Corp––––Not filed
Royal Bank of Canada––––Not filed
JPMorgan Chase & Co––––Not filed
Wells Fargo & Company––––Not filed
Northern Trust Corp––––Not filed
ProShare Advisors LLC––––Not filed
Fenimore Asset Management Inc––––Not filed
Massachusetts Financial Services Co––––Not filed
Madison Asset Management, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Natixis Advisors, L.P.––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Jones Financial Companies LLLP––––Not filed
Gobi Capital LLC––––Not filed
Polar Capital Holdings Plc––––Not filed
UBS Group AG––––Not filed
Dimensional Fund Advisors LP––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
UBS Asset Management Americas Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Gotham Asset Management, LLC––––Not filed
Legal & General Group Plc––––Not filed
AQR Capital Management LLC––––Not filed
Storebrand Asset Management AS––––Not filed
Renaissance Technologies LLC––––Not filed
Quantum Capital Management, LLC––––Not filed
Tandem Investment Advisors, Inc.––––Not filed
Citigroup Inc––––Not filed
Barr E S & Co––––Not filed
Swiss National Bank––––Not filed
Capital International Investors––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Barclays PLC––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
First Trust Advisors LP––––Not filed
Giverny Capital Inc.SuperinvestorGiverny Capital––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
CBOE Vest Financial, LLC––––Not filed
Royal London Asset Management Ltd––––Not filed
Citadel Advisors LLC––––Not filed
SG Americas Securities, LLC––––Not filed
Nordea Investment Management AB––––Not filed
Schwartz Investment Counsel Inc––––Not filed
HSBC Holdings PLC––––Not filed
Nomura Asset Management International Inc.––––Not filed
Amundi––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Dundas Partners LLP––––Not filed
Nuveen, LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Rhumbline Advisers––––Not filed
Price T Rowe Associates Inc––––Not filed
Snyder Capital Management L P––––Not filed
Raymond James Financial Inc––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Envestnet Asset Management Inc––––Not filed
EULAV Asset Management––––Not filed
California State Teachers Retirement System––––Not filed
Absher Wealth Management, LLC––––Not filed
Captrust Financial Advisors––––Not filed
Clarkston Capital Partners, LLC––––Not filed
Keybank National Association––––Not filed
Philo Smith Capital Corp––––Not filed
Stifel Financial Corp––––Not filed
California Public Employees Retirement System––––Not filed
TimesSquare Capital Management, LLC––––Not filed
Cresset Asset Management, LLC––––Not filed
Fuller & Thaler Asset Management, Inc.––––Not filed
Alliancebernstein L.P.––––Not filed
Creative Planning––––Not filed
Local Pensions Partnership Investment Ltd––––Not filed