Skip to main content

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
Savant Capital, LLC––––Not filed
Atria Investments LLC––––Not filed
UniSuper Management Pty Ltd––––Not filed
Balyasny Asset Management LLC––––Not filed
Pictet North America Advisors SA––––Not filed
Cetera Investment Advisers––––Not filed
Ironwood Investment Counsel, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Maridea Wealth Management LLC––––Not filed
Nicholson Wealth Management Group, LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
HighTower Advisors, LLC––––Not filed
Jupiter Topco LLC––––Not filed
Jones Kertz & Associates, Inc.––––Not filed
Salem Investment Counselors Inc––––Not filed
Harbor Advisors LLC––––Not filed
CWM Advisors, LLC––––Not filed
Allstate Corp––––Not filed
Prospera Financial Services Inc––––Not filed
Hancock Whitney Corp––––Not filed
Mizuho Securities USA LLC––––Not filed
WealthPlan Investment Management, LLC––––Not filed
Dynasty Wealth Management, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
HB Wealth Management, LLC––––Not filed
Invst, LLC––––Not filed
AE Wealth Management LLC––––Not filed
Gulf International Bank (UK) Ltd––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Pacer Advisors, Inc.––––Not filed
Atlanta Consulting Group Advisors, LLC––––Not filed
Macquarie Group Ltd––––Not filed
Wealthfront Advisers LLC––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
Lido Advisors, LLC––––Not filed
Saudi Central Bank––––Not filed
Mariner, LLC––––Not filed
Brinker Capital Investments, LLC––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Allianz Asset Management GmbH––––Not filed
Everence Capital Management Inc––––Not filed
Susquehanna International Group, LLP––––Not filed
Fairbanks Capital Management, Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Callan Family Office, LLC––––Not filed
ISAM Funds (UK) Ltd––––Not filed
Diversified Trust Co––––Not filed
Nomura Holdings Inc––––Not filed
Wall Street Access Asset Management, LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Pinebridge Investments LLC––––Not filed
Investment Management Corp of Ontario––––Not filed
Bridgewater Associates, LP––––Not filed
Kentucky Retirement Systems––––Not filed
Abn Amro Investment Solutions––––Not filed
Peninsula Asset Management Inc––––Not filed
Pullen Investment Management, LLC––––Not filed
Third View Private Wealth, LLC––––Not filed
Landscape Capital Management, L.L.C.––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Monte Financial Group, LLC––––Not filed
Evermay Wealth Management LLC––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
Maryland State Retirement & Pension System––––Not filed
Hartford Investment Management Co––––Not filed
Access Investment Management LLC––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Norinchukin Bank, The––––Not filed
Blackhawk Capital Partners LLC.––––Not filed
Cim, LLC––––Not filed
Wedbush Securities Inc––––Not filed
Bleakley Financial Group, LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Louisiana State Employees Retirement System––––Not filed
Evergreen Capital Management LLC––––Not filed
Assetmark, Inc––––Not filed
New Mexico Educational Retirement Board––––Not filed
M&T Bank Corp––––Not filed
Ostrum Asset Management––––Not filed
Brighton Jones LLC––––Not filed
Metis Global Partners, LLC––––Not filed
Schroder Investment Management Group––––Not filed
Markel Group Inc.SuperinvestorMarkel Group––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Frec Markets, Inc.––––Not filed
Vise Technologies, Inc.––––Not filed
Fiduciary Trust Co––––Not filed
Squarepoint Ops LLC––––Not filed
Summit Financial, LLC––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Omers Administration Corp––––Not filed
Glenmede Trust Co NA––––Not filed
Jane Street Group, LLC––––Not filed
Gilbert & Cook, Inc.––––Not filed
Thrivent Financial for Lutherans––––Not filed