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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
Revisor Wealth Management LLC––––Not filed
Pine Valley Investments Ltd Liability Co––––Not filed
Tema ETFs LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Prairie Advisory, LLC––––Not filed
Mirabella Financial Services LLP––––Not filed
Fisher Asset Management, LLC––––Not filed
American National Bank of Texas––––Not filed
Vontobel Holding Ltd.––––Not filed
WealthPLAN Partners, LLC––––Not filed
Adviser Investments LLC––––Not filed
Ossiam––––Not filed
Krilogy Financial LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Groupe la Francaise––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Drive Wealth Management, LLC––––Not filed
Prelude Capital Management, LLC––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Ritholtz Wealth Management––––Not filed
Headlands Technologies LLC––––Not filed
Serenity Investment Advisors––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Evolve Private Wealth, LLC––––Not filed
Proficio Capital Partners LLC––––Not filed
Bullock Wealth Management Group––––Not filed
Strategy Asset Managers LLC––––Not filed
Vestcor Inc––––Not filed
Chilton Investment Co LLC––––Not filed
Dai-Ichi Life Insurance Company, Ltd––––Not filed
Centennial Bank––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Waddell & Associates, LLC––––Not filed
Phillips Financial Management, LLC––––Not filed
Fielder Capital Group LLC––––Not filed
Harbor Capital Advisors, Inc.––––Not filed
SFM, LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Blue Zone Wealth Advisors, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Legacy Capital Wealth Partners, LLC––––Not filed
TCW Group Inc––––Not filed
Bull Harbor Capital LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Forum Private Client Group LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Northbridge Financial Group, LLC––––Not filed
Change Path, LLC––––Not filed
Catalyst Financial Partners LLC––––Not filed
Lewis Asset Management, LLC––––Not filed
Ewa, LLC––––Not filed
Gen-Wealth Partners Inc––––Not filed
Trust Point Inc.––––Not filed
Prevail Innovative Wealth Advisors, LLC––––Not filed
Compass Financial Management LLC––––Not filed
Ambassador Advisors, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Perigon Wealth Management, LLC––––Not filed
Phillips Wealth Planners LLC––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Ballentine Partners, LLC––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
CIBC World Markets Inc.––––Not filed
Engineers Gate Manager LP––––Not filed
Washington Trust Bank––––Not filed
Means Investment Co., Inc.––––Not filed
Close Asset Management Ltd––––Not filed
PCM Encore, LLC––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Moment Partners, LLC––––Not filed
Fortress Private Ledger, LLC––––Not filed
Keel Point, LLC––––Not filed
Centiva Capital, LP––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Summitry LLC––––Not filed
Prescott Group Capital Management, L.L.C.––––Not filed
George Kaiser Family Foundation––––Not filed
Somerset Trust Co––––Not filed
Pallas Capital Advisors LLC––––Not filed
Belpointe Asset Management LLC––––Not filed
We Are One Seven, LLC––––Not filed
MAI Capital Management––––Not filed
Am Investment Strategies LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
ClearAlpha Technologies LP––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Red Door Wealth Management, LLC––––Not filed
Arq Wealth Advisors, LLC––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Jefferies Financial Group Inc.––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Allworth Financial LP––––Not filed
CWA Asset Management Group, LLC––––Not filed
SmartHarvest Portfolios, LLC––––Not filed
Essential Partners LLC––––Not filed
Xxi Wealth, LLC––––Not filed