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 |
|---|---|---|---|---|---|
| Boreal Capital Management LLC | 2,458 | $157.7K | 0.12% | −2,655−51.9% | Reduced |
| Farther Finance Advisors, LLC | 2,662 | $170.6K | 0.00% | +93+3.6% | Added |
| Advisors Asset Management, Inc. | 2,733 | $175.3K | 0.00% | +670+32.5% | Added |
| Operose Advisors LLC | 2,900 | $186.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,134 | $201.0K | 0.00% | +3,134 | New |
| Inscription Capital, LLC | 3,146 | $201.8K | 0.02% | +3,146 | New |
| Foundations Investment Advisors, LLC | 3,164 | $202.9K | 0.00% | −1,179−27.1% | Reduced |
| Modern Wealth Management, LLC | 3,190 | $204.7K | 0.00% | +3,190 | New |
| Trust Asset Management LLC | 3,191 | $204.7K | 0.01% | +3,191 | New |
| Tocqueville Asset Management L.P. | 3,200 | $205.3K | 0.00% | 00.0% | Unchanged |
| Venator Management LLC | 3,200 | $205.3K | 0.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,219 | $206.5K | 0.04% | +3,219 | New |
| Walleye Capital LLC | 3,251 | $208.6K | 0.00% | −41,574−92.7% | Reduced |
| Xxi Wealth, LLC | 3,269 | $209.7K | 0.10% | −174−5.1% | Reduced |
| Essential Partners LLC | 3,272 | $209.9K | 0.10% | +3,270+163,500.0% | Added |
| SmartHarvest Portfolios, LLC | 3,279 | $210.3K | 0.07% | +3,279 | New |
| CWA Asset Management Group, LLC | 3,316 | $212.7K | 0.01% | +3,316 | New |
| Allworth Financial LP | 3,319 | $212.9K | 0.00% | +1,506+83.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,367 | $216.0K | 0.00% | −146−4.2% | Reduced |
| Jefferies Financial Group Inc. | 3,399 | $218.0K | 0.00% | +3,399 | New |
| Prosperity Consulting Group, LLC | 3,413 | $218.9K | 0.01% | +3,413 | New |
| Arq Wealth Advisors, LLC | 3,350 | $219.1K | 0.03% | −375−10.1% | Reduced |
| Red Door Wealth Management, LLC | 3,427 | $219.8K | 0.02% | +34+1.0% | Added |
| Pensionmark Financial Group, LLC | 3,451 | $224.6K | 0.00% | +35+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,537 | $226.9K | 0.00% | +95+2.8% | Added |
| ClearAlpha Technologies LP | 3,537 | $226.9K | 0.39% | +3,537 | New |
| Am Investment Strategies LLC | 3,542 | $227.0K | 0.04% | +3,542 | New |
| MAI Capital Management | 3,554 | $228.0K | 0.00% | +1,051+42.0% | Added |
| We Are One Seven, LLC | 3,603 | $231.1K | 0.00% | −15,377−81.0% | Reduced |
| Belpointe Asset Management LLC | 3,608 | $231.5K | 0.01% | −533−12.9% | Reduced |
| Pallas Capital Advisors LLC | 3,624 | $232.5K | 0.01% | +3,624 | New |
| Somerset Trust Co | 3,674 | $235.7K | 0.07% | −123−3.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,768 | $241.7K | 0.02% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 3,768 | $241.7K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 3,804 | $244.0K | 0.01% | −4,282−53.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,855 | $247.3K | 0.00% | +611+18.8% | Added |
| Centiva Capital, LP | 3,882 | $249.0K | 0.01% | +3,882 | New |
| Keel Point, LLC | 3,884 | $249.2K | 0.01% | +3,884 | New |
| Fortress Private Ledger, LLC | 3,903 | $250.4K | 0.07% | +3,903 | New |
| Moment Partners, LLC | 3,913 | $251.0K | 0.05% | +181+4.8% | Added |
| Frank, Rimerman Advisors LLC | 3,974 | $254.9K | 0.01% | +533+15.5% | Added |
| PCM Encore, LLC | 3,980 | $255.3K | 0.04% | +3,980 | New |
| Close Asset Management Ltd | 4,010 | $257.0K | 0.01% | −3,313−45.2% | Reduced |
| Means Investment Co., Inc. | 4,015 | $257.6K | 0.02% | +15+0.4% | Added |
| Washington Trust Bank | 4,037 | $259.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,047 | $259.6K | 0.00% | −1,793−30.7% | Reduced |
| CIBC World Markets Inc. | 4,106 | $263.4K | 0.00% | +4,106 | New |
| Canada Post Corp Registered Pension Plan | 4,110 | $263.7K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,118 | $264.2K | 0.00% | +409+11.0% | Added |
| Siemens Fonds Invest GmbH | 4,140 | $265.6K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,931 | $272.3K | 0.20% | +96+2.5% | Added |
| Perigon Wealth Management, LLC | 4,249 | $272.6K | 0.00% | +4,249 | New |
| Atlas Capital Advisors LLC | 4,250 | $272.7K | 0.03% | +4,200+8,400.0% | Added |
| Ambassador Advisors, LLC | 4,266 | $273.7K | 0.03% | +4,266 | New |
| Compass Financial Management LLC | 4,278 | $274.4K | 0.03% | +4,278 | New |
| Prevail Innovative Wealth Advisors, LLC | 4,289 | $275.1K | 0.04% | +155+3.7% | Added |
| Trust Point Inc. | 4,296 | $275.6K | 0.02% | −1,763−29.1% | Reduced |
| Gen-Wealth Partners Inc | 4,299 | $275.8K | 0.08% | −380−8.1% | Reduced |
| Ewa, LLC | 4,303 | $276.0K | 0.05% | +4,303 | New |
| Lewis Asset Management, LLC | 4,306 | $276.2K | 0.10% | +4,306 | New |
| Catalyst Financial Partners LLC | 4,325 | $277.4K | 0.03% | +4,325 | New |
| Change Path, LLC | 4,351 | $279.1K | 0.01% | +28+0.6% | Added |
| Northbridge Financial Group, LLC | 4,352 | $279.2K | 0.11% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,390 | $281.6K | 0.01% | +4,390 | New |
| Parallel Advisors, LLC | 4,450 | $285.5K | 0.00% | +1,373+44.6% | Added |
| Forum Private Client Group LLC | 4,567 | $293.0K | 0.09% | −12−0.3% | Reduced |
| AlphaCore Capital LLC | 4,587 | $294.3K | 0.01% | +4,587 | New |
| Bull Harbor Capital LLC | 4,622 | $296.5K | 0.06% | +4,622 | New |
| TCW Group Inc | 4,677 | $300.0K | 0.00% | +81+1.8% | Added |
| Legacy Capital Wealth Partners, LLC | 4,692 | $301.0K | 0.06% | +319+7.3% | Added |
| Larson Financial Group LLC | 4,785 | $307.0K | 0.01% | +3,204+202.7% | Added |
| Blue Zone Wealth Advisors, LLC | 4,800 | $307.9K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,809 | $308.5K | 0.01% | −2,312−32.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,828 | $309.7K | 0.02% | +4,828 | New |
| SFM, LLC | 4,829 | $309.8K | 0.16% | −4,349−47.4% | Reduced |
| Harbor Capital Advisors, Inc. | 4,885 | $313.0K | 0.02% | +11+0.2% | Added |
| Fielder Capital Group LLC | 4,885 | $313.4K | 0.07% | +4,885 | New |
| Phillips Financial Management, LLC | 4,904 | $314.7K | 0.02% | −45−0.9% | Reduced |
| Waddell & Associates, LLC | 4,906 | $314.7K | 0.02% | +4,906 | New |
| BOK Financial Private Wealth, Inc. | 4,926 | $316.0K | 0.02% | −222−4.3% | Reduced |
| Centennial Bank | 5,010 | $321.4K | 0.10% | −314−5.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,083 | $326.1K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 5,137 | $329.5K | 0.01% | −1,829−26.3% | Reduced |
| Vestcor Inc | 5,183 | $332.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 5,177 | $332.1K | 0.05% | +727+16.3% | Added |
| Bullock Wealth Management Group | 4,947 | $333.2K | 0.14% | −111−2.2% | Reduced |
| Proficio Capital Partners LLC | 5,230 | $335.5K | 0.01% | −3,789−42.0% | Reduced |
| Evolve Private Wealth, LLC | 5,270 | $338.1K | 0.02% | −394−7.0% | Reduced |
| Fidelis Capital Partners, LLC | 5,361 | $343.9K | 0.02% | +257+5.0% | Added |
| Serenity Investment Advisors | 4,824 | $347.7K | 0.15% | −27−0.6% | Reduced |
| Headlands Technologies LLC | 5,531 | $354.8K | 0.04% | +5,531 | New |
| Ritholtz Wealth Management | 5,577 | $357.8K | 0.01% | −692−11.0% | Reduced |
| Osmosis Investment Management UK Ltd | 5,606 | $359.6K | 0.02% | −5,656−50.2% | Reduced |
| Prelude Capital Management, LLC | 5,689 | $364.9K | 0.03% | +5,689 | New |
| Drive Wealth Management, LLC | 5,718 | $366.8K | 0.07% | +5,718 | New |
| Tower Research Capital LLC (TRC) | 5,747 | $368.7K | 0.01% | −8,544−59.8% | Reduced |
| Groupe la Francaise | 5,751 | $368.9K | 0.00% | +5,751 | New |
| Facet Wealth, Inc. | 5,777 | $370.6K | 0.01% | +5,777 | New |
| Warren Averett Asset Management, LLC | 5,816 | $373.1K | 0.00% | −279−4.6% | Reduced |
| Krilogy Financial LLC | 5,831 | $374.1K | 0.01% | +5,831 | New |