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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
Walleye Capital LLC––––Not filed
Baker Tilly Wealth Management, LLC––––Not filed
Tocqueville Asset Management L.P.––––Not filed
Venator Management LLC––––Not filed
Trust Asset Management LLC––––Not filed
Modern Wealth Management, LLC––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Inscription Capital, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Operose Advisors LLC––––Not filed
Advisors Asset Management, Inc.––––Not filed
Farther Finance Advisors, LLC––––Not filed
Boreal Capital Management LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
NBC Securities, Inc.––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
Ronald Blue Trust, Inc.––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Stephenson National Bank & Trust––––Not filed
Penserra Capital Management LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Anchor Investment Management, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Trust Co of Vermont––––Not filed
Massmutual Trust Co FSB––––Not filed
Parkside Financial Bank & Trust––––Not filed
Quent Capital, LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Group One Trading, L.P.––––Not filed
Leonteq Securities AG––––Not filed
GW&K Investment Management, LLC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Generali Investments, Management Co LLC––––Not filed
Private Trust Co NA––––Not filed
Zions Bancorporation, National Association––––Not filed
Dorato Capital Management––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Smithfield Trust Co––––Not filed
Quantbot Technologies LP––––Not filed
Caldwell Trust Co––––Not filed
CoreCap Advisors, LLC––––Not filed
First Horizon Corp––––Not filed
Covestor Ltd––––Not filed
Smartleaf Asset Management LLC––––Not filed
Onefund, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Bryn Mawr Trust Co––––Not filed
CVA Family Office, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Custom Index Systems, LLC––––Not filed
Gables Capital Management Inc.––––Not filed
Smallwood Wealth Investment Management, LLC––––Not filed
Horizon Financial Services, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Wellington-Altus USA Inc.––––Not filed
Johnson Financial Group, Inc.––––Not filed
Allied Private Wealth LLC––––Not filed
LRI Investments, LLC––––Not filed
Cheviot Value Management, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Montag A & Associates Inc––––Not filed
First Command Advisory Services, Inc.––––Not filed
Ogorek Anthony Joseph––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Basepoint Wealth LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Catalyst Capital Advisors LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Armstrong Advisory Group, Inc––––Not filed
Beaird Harris Wealth Management, LLC––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
UMA Financial Services, Inc.––––Not filed
TFC Financial Management––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Elequin Capital LP––––Not filed
SBI Securities Co., Ltd.––––Not filed
Bokf, NA––––Not filed
Evelyn Partners Group Ltd––––Not filed
Millstone Evans Group, LLC––––Not filed
IFG Advisory, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
TD Private Client Wealth LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
Westfuller Advisors, LLC––––Not filed
Ancora Advisors, LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
SHP Wealth Management––––Not filed
Piscataqua Savings Bank––––Not filed
Colonial Trust Co––––Not filed
St Germain D J Co Inc––––Not filed
Compagnie Lombard Odier SCmA––––Not filed
Bogart Wealth, LLC––––Not filed
Truvestments Capital LLC––––Not filed
J.Safra Asset Management Corp––––Not filed