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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
SlateStone Wealth, LLC––––Not filed
Cathy Pareto & Associates, Inc––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
MML Investors Services, LLC––––Not filed
Capital Investment Advisors, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Americana Partners, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Cross Staff Investments Inc––––Not filed
Spears Abacus Advisors LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
MUFG Securities EMEA plc––––Not filed
WCM Investment Management, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Merit Financial Group, LLC––––Not filed
Huntington National Bank––––Not filed
Chaney Capital Management, Inc.––––Not filed
Simplicity Wealth,LLC––––Not filed
Greenfield Seitz Capital Management, LLC––––Not filed
Horizon Investments, LLC––––Not filed
Capital Fund Management S.A.––––Not filed
RMB Capital Management, LLC––––Not filed
Radnor Capital Management, LLC––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
Parkwoods Wealth Partners, LLC––––Not filed
Harmony Asset Management LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Sivia Capital Partners, LLC––––Not filed
Compass Ion Advisors, LLC––––Not filed
Occidental Asset Management, LLC––––Not filed
Xcel Wealth Management, LLC––––Not filed
RMR Capital Management, LLC––––Not filed
Independent Advisor Alliance––––Not filed
Norden Group LLC––––Not filed
Panagora Asset Management Inc––––Not filed
Rathbone Brothers plc––––Not filed
Principal Securities, Inc.––––Not filed
VisionPoint Advisory Group, LLC––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Signaturefd, LLC––––Not filed
Hunter Associates Investment Management LLC––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Hyperion Capital Advisors LP––––Not filed
Pictet & Cie (Europe) SA––––Not filed
Sterling Capital Management LLC––––Not filed
Thoroughbred Financial Services, LLC––––Not filed
Pure Financial Advisors, Inc.––––Not filed
MUFG Securities Americas Inc.––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Trueblood Wealth Management, LLC––––Not filed
Financial Enhancement Group LLC––––Not filed
CWC Advisors, LLC.––––Not filed
Global X Japan Co., Ltd.––––Not filed
North Dakota State Investment Board––––Not filed
Securian Asset Management, Inc––––Not filed
Atlas Legacy Advisors, LLC––––Not filed
Keyes, Stange & Wooten Wealth Management, LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Commerce Bank––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Glenview Trust Co––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Decatur Capital Management, Inc.––––Not filed
GAMMA Investing LLC––––Not filed
Prudential PLC––––Not filed
Mather Group, LLC.––––Not filed
Brookstone Capital Management––––Not filed
Annandale Capital, LLC––––Not filed
SevenBridge Financial Group, LLC––––Not filed
Greenleaf Trust––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
GAM Holding AG––––Not filed
Citizens Financial Group Inc––––Not filed
Verdence Capital Advisors LLC––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
V-Square Quantitative Management LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Mutual Advisors, LLC––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Studio Investment Management LLC––––Not filed
Moors & Cabot, Inc.––––Not filed
Crestwood Advisors Group LLC––––Not filed
Talon Private Wealth, LLC––––Not filed
Capstone Investment Advisors, LLC––––Not filed
NFP Retirement, Inc.––––Not filed
Advisor OS, LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
Kestra Advisory Services, LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
MJP Associates Inc––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
STRS Ohio––––Not filed
Holland Advisory Services, Inc.––––Not filed
Davenport & Co LLC––––Not filed