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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
Cromwell Holdings LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Private Wealth Management Group, LLC––––Not filed
MV Capital Management, Inc.––––Not filed
Avion Wealth––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
True Wealth Design, LLC––––Not filed
Raiffeisen Bank International AG––––Not filed
ORG Wealth Partners, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Addison Advisors LLC––––Not filed
Frazier Financial Advisors, LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Sankala Group LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Rocky Mountain Advisers, LLC––––Not filed
Aspect Partners, LLC––––Not filed
Bare Financial Services, Inc––––Not filed
Cornerstone Planning Group LLC––––Not filed
Sachetta, LLC––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Fulcrum Asset Management LLP––––Not filed
Kilter Group LLC––––Not filed
Rialto Wealth Management, LLC––––Not filed
West Paces Advisors Inc.––––Not filed
North Star Investment Management Corp.––––Not filed
Tompkins Financial Corp––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Central Trust Co––––Not filed
Spire Wealth Management––––Not filed
Crewe Advisors LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
High Note Wealth, LLC––––Not filed
Carolina Wealth Advisors, LLC––––Not filed
Key Financial Inc––––Not filed
Forum Finance Group S.A.––––Not filed
South State Corp.––––Not filed
City State Bank––––Not filed
Clear Street Markets LLC––––Not filed
Union Savings Bank––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Creative Financial Designs Inc––––Not filed
Manchester Capital Management LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Asset Dedication, LLC––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Highland Investment Advisors LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Princeton Global Asset Management LLC––––Not filed
Rossby Financial, LCC––––Not filed
Marquette Asset Management, LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Abound Wealth Management––––Not filed
Register Financial Advisors LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Dunhill Financial, LLC––––Not filed
Valley National Advisers Inc––––Not filed
NVWM, LLC––––Not filed
Copia Wealth Management––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Sittner & Nelson, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Signature Equity Partners, LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
American Capital Advisory, LLC––––Not filed
Barnes Dennig Private Wealth Management LLC––––Not filed
Davis Capital Management––––Not filed
Creative Capital Management Investments LLC––––Not filed
DT Investment Partners, LLC––––Not filed
Financial Consulate, Inc––––Not filed
Caitlin John, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Raffa Wealth Management, LLC––––Not filed
Activest Wealth Management––––Not filed
WPG Advisers, LLC––––Not filed
Marshall & Sterling Wealth Advisors Inc.––––Not filed
NBT Bank N A––––Not filed
WestEnd Advisors, LLC––––Not filed
Wolff Wiese Magana LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Avalon Trust Co––––Not filed
Breakwater Investment Management––––Not filed
Salomon & Ludwin, LLC––––Not filed
Motco––––Not filed
Strengthening Families & Communities, LLC––––Not filed
United Community Bank––––Not filed
Spectrum Wealth Advisory Group, LLC––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
HFM Investment Advisors, LLC––––Not filed
Nvest Wealth Strategies, Inc.––––Not filed
Arlington Trust Co LLC––––Not filed
Seneschal Advisors, LLC––––Not filed