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, Q2 2026
Institutional positions in Brown & Brown, Inc. as of Jun 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
- Institutional holders
- 809
- +2 vs. Q1 2026
- Shares held
- 281.6M
- +3.10M (+1.1%) vs. Q1 2026
- Total value
- $18.1B
- −$97.0M (−0.5%) vs. Q1 2026
- New holders
- 123
- 318 more added
- Sold out
- 121
- 276 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 809 | $18.1B |
| Q1 2026 | 816 | $18.2B |
| Q4 2025 | 890 | $21.7B |
| Q3 2025 | 897 | $24.6B |
| Q2 2025 | 931 | $29.5B |
| Q1 2025 | 911 | $27.3B |
| Q4 2024 | 875 | $21.9B |
| Q3 2024 | 823 | $21.7B |
| Q2 2024 | 760 | $18.7B |
| Q1 2024 | 718 | $18.0B |
| Q4 2023 | 686 | $14.6B |
| Q3 2023 | 631 | $14.1B |
| Q2 2023 | 607 | $13.9B |
| Q1 2023 | 570 | $11.6B |
| Q4 2022 | 573 | $11.4B |
| Q3 2022 | 568 | $12.1B |
| Q2 2022 | 576 | $11.8B |
| Q1 2022 | 581 | $14.8B |
| Q4 2021 | 553 | $14.4B |
| Q3 2021 | 518 | $11.3B |
| Q2 2021 | 470 | $10.7B |
| Q1 2021 | 458 | $9.10B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 158 | $10.1K | 0.00% | +26+19.7% | Added |
| ORG Wealth Partners, LLC | 160 | $10.3K | 0.00% | −1,447−90.0% | Reduced |
| Raiffeisen Bank International AG | 167 | $10.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 167 | $10.7K | 0.00% | +103+160.9% | Added |
| Strategic Wealth Partners, Ltd. | 168 | $10.8K | 0.00% | +6+3.7% | Added |
| Avion Wealth | 184 | $11.0K | 0.00% | +99+116.5% | Added |
| MV Capital Management, Inc. | 172 | $11.0K | 0.00% | +59+52.2% | Added |
| Private Wealth Management Group, LLC | 174 | $11.2K | 0.00% | +137+370.3% | Added |
| Basecamp Wealth Advisors LLC | 179 | $11.5K | 0.00% | +17+10.5% | Added |
| Cornerstone Financial Management LLC | 181 | $11.6K | 0.01% | +97+115.5% | Added |
| Cromwell Holdings LLC | 187 | $12.0K | 0.01% | −435−69.9% | Reduced |
| J.Safra Asset Management Corp | 190 | $12.2K | 0.00% | +90+90.0% | Added |
| Truvestments Capital LLC | 191 | $12.3K | 0.00% | −39−17.0% | Reduced |
| Bogart Wealth, LLC | 191 | $12.3K | 0.00% | +168+730.4% | Added |
| Burkett Financial Services, LLC | 199 | $12.8K | 0.00% | +199 | New |
| St Germain D J Co Inc | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $12.8K | 0.00% | +200 | New |
| Colonial Trust Co | 203 | $13.0K | 0.00% | −23−10.2% | Reduced |
| Piscataqua Savings Bank | 204 | $13.1K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 213 | $13.6K | 0.00% | +95+80.5% | Added |
| Westside Investment Management, Inc. | 216 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $14.1K | 0.00% | −22−9.1% | Reduced |
| Westfuller Advisors, LLC | 220 | $14.1K | 0.01% | +127+136.6% | Added |
| ZRC Wealth Management, LLC | 225 | $14.4K | 0.00% | −102−31.2% | Reduced |
| TD Private Client Wealth LLC | 238 | $15.3K | 0.00% | −805−77.2% | Reduced |
| Bell Investment Advisors, Inc | 240 | $15.4K | 0.00% | +155+182.4% | Added |
| IFG Advisory, LLC | 244 | $15.6K | 0.00% | +244 | New |
| Millstone Evans Group, LLC | 262 | $16.8K | 0.01% | +197+303.1% | Added |
| Evelyn Partners Group Ltd | 275 | $17.6K | 0.00% | +275 | New |
| Bokf, NA | 312 | $20.0K | 0.00% | +137+78.3% | Added |
| SBI Securities Co., Ltd. | 314 | $20.1K | 0.00% | +105+50.2% | Added |
| Elequin Capital LP | 355 | $22.8K | 0.00% | +355 | New |
| Keating Financial Advisory Services, Inc. | 365 | $23.4K | 0.00% | +289+380.3% | Added |
| TFC Financial Management | 376 | $24.1K | 0.00% | −10−2.6% | Reduced |
| UMA Financial Services, Inc. | 391 | $25.1K | 0.00% | +340+666.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 393 | $25.2K | 0.01% | −6,962−94.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 399 | $25.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $25.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $26.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 420 | $26.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 412 | $27.8K | 0.00% | −28,013−98.6% | Reduced |
| Basepoint Wealth LLC | 433 | $27.8K | 0.02% | +100+30.0% | Added |
| Capital Advisors, Ltd. LLC | 466 | $30.0K | 0.00% | +172+58.5% | Added |
| Ogorek Anthony Joseph | 511 | $32.0K | 0.01% | +5+1.0% | Added |
| First Command Advisory Services, Inc. | 510 | $32.7K | 0.00% | +196+62.4% | Added |
| Montag A & Associates Inc | 511 | $32.8K | 0.00% | −1,095−68.2% | Reduced |
| Continuum Advisory, LLC | 527 | $33.8K | 0.00% | +527 | New |
| Cheviot Value Management, LLC | 530 | $34.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 534 | $34.2K | 0.00% | +510+2,125.0% | Added |
| Allied Private Wealth LLC | 517 | $35.4K | 0.02% | +517 | New |
| Johnson Financial Group, Inc. | 572 | $36.7K | 0.00% | −17−2.9% | Reduced |
| Wellington-Altus USA Inc. | 606 | $39.5K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 632 | $40.5K | 0.00% | +211+50.1% | Added |
| Horizon Financial Services, LLC | 635 | $40.7K | 0.02% | +330+108.2% | Added |
| Gables Capital Management Inc. | 668 | $42.9K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $42.9K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 669 | $42.9K | 0.02% | +669 | New |
| IFP Advisors, Inc | 681 | $43.7K | 0.00% | −2,820−80.5% | Reduced |
| CVA Family Office, LLC | 695 | $44.6K | 0.00% | +41+6.3% | Added |
| Bryn Mawr Trust Co | 702 | $45.0K | 0.00% | +302+75.5% | Added |
| SJS Investment Consulting Inc. | 704 | $45.2K | 0.00% | +575+445.7% | Added |
| Onefund, LLC | 796 | $51.1K | 0.03% | −12−1.5% | Reduced |
| Smartleaf Asset Management LLC | 821 | $52.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 828 | $53.0K | 0.03% | +168+25.5% | Added |
| First Horizon Corp | 833 | $53.4K | 0.00% | −12−1.4% | Reduced |
| CoreCap Advisors, LLC | 842 | $54.0K | 0.00% | −457−35.2% | Reduced |
| Caldwell Trust Co | 895 | $57.4K | 0.00% | −218−19.6% | Reduced |
| Quantbot Technologies LP | 916 | $58.8K | 0.00% | −153,020−99.4% | Reduced |
| Smithfield Trust Co | 1,007 | $63.0K | 0.00% | −876−46.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,000 | $64.2K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 980 | $66.3K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,068 | $68.5K | 0.00% | +695+186.3% | Added |
| Private Trust Co NA | 1,072 | $68.8K | 0.01% | −105−8.9% | Reduced |
| Generali Investments, Management Co LLC | 1,084 | $69.5K | 0.02% | +542+100.0% | Added |
| SOA Wealth Advisors, LLC. | 1,106 | $71.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,107 | $71.0K | 0.00% | −1,328−54.5% | Reduced |
| Versant Capital Management, Inc | 1,126 | $72.2K | 0.01% | +881+359.6% | Added |
| Private Wealth Asset Management, LLC | 1,131 | $72.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,170 | $75.0K | 0.00% | +850+265.6% | Added |
| Leonteq Securities AG | 1,200 | $77.0K | 0.00% | −4,666−79.5% | Reduced |
| Group One Trading, L.P. | 1,203 | $77.2K | 0.00% | +1,203 | New |
| Los Angeles Capital Management LLC | 1,207 | $77.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,264 | $81.1K | 0.00% | −1,127−47.1% | Reduced |
| Parkside Financial Bank & Trust | 1,288 | $82.6K | 0.01% | +364+39.4% | Added |
| Massmutual Trust Co FSB | 1,315 | $84.4K | 0.00% | +15+1.2% | Added |
| Trust Co of Vermont | 1,401 | $89.9K | 0.00% | +1,401 | New |
| Harbour Investments, Inc. | 1,472 | $94.4K | 0.00% | +95+6.9% | Added |
| Anchor Investment Management, LLC | 1,481 | $95.0K | 0.01% | −1,710−53.6% | Reduced |
| Optiver Holding B.V. | 1,604 | $102.9K | 0.00% | +1,604 | New |
| Global Retirement Partners, LLC | 1,683 | $107.9K | 0.00% | +1,683 | New |
| Owl Creek Wealth Partners LLC | 1,697 | $108.9K | 0.03% | +1,130+199.3% | Added |
| Penserra Capital Management LLC | 1,718 | $109.0K | 0.00% | +82+5.0% | Added |
| Stephenson National Bank & Trust | 1,790 | $114.8K | 0.03% | +476+36.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $115.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,990 | $127.7K | 0.00% | −986−33.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,098 | $134.6K | 0.00% | −78−3.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 2,267 | $145.4K | 0.00% | −573,611−99.6% | Reduced |
| NBC Securities, Inc. | 2,314 | $148.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,354 | $151.0K | 0.01% | +862+57.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,452 | $157.3K | 0.00% | −1,026,886−99.8% | Reduced |