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 |
|---|---|---|---|---|---|
| Ossiam | 5,922 | $379.9K | 0.01% | +5,922 | New |
| Adviser Investments LLC | 5,944 | $381.3K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 6,035 | $387.2K | 0.07% | −13,957−69.8% | Reduced |
| CX Institutional | 6,053 | $388.0K | 0.01% | −2,024−25.1% | Reduced |
| Vontobel Holding Ltd. | 6,060 | $388.7K | 0.00% | +258+4.4% | Added |
| American National Bank of Texas | 6,101 | $391.4K | 0.36% | +733+13.7% | Added |
| Fisher Asset Management, LLC | 6,173 | $396.0K | 0.00% | +3,075+99.3% | Added |
| Mirabella Financial Services LLP | 6,176 | $396.2K | 0.04% | +781+14.5% | Added |
| Prairie Advisory, LLC | 6,280 | $402.9K | 0.10% | +6,280 | New |
| Meeder Advisory Services, Inc. | 6,289 | $403.4K | 0.01% | +1,787+39.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,347 | $407.2K | 0.01% | −627−9.0% | Reduced |
| Tema ETFs LLC | 6,354 | $407.6K | 0.01% | +2,052+47.7% | Added |
| Pine Valley Investments Ltd Liability Co | 6,381 | $409.3K | 0.02% | +237+3.9% | Added |
| Revisor Wealth Management LLC | 6,395 | $410.2K | 0.10% | +867+15.7% | Added |
| Davenport & Co LLC | 6,403 | $410.8K | 0.00% | −712−10.0% | Reduced |
| Holland Advisory Services, Inc. | 6,442 | $413.3K | 0.46% | +15+0.2% | Added |
| STRS Ohio | 6,491 | $416.4K | 0.00% | −16,807−72.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,506 | $417.4K | 0.00% | +2,253+53.0% | Added |
| MJP Associates Inc | 6,550 | $420.2K | 0.05% | +990+17.8% | Added |
| J.W. Cole Advisors, Inc. | 6,554 | $420.4K | 0.01% | +6,554 | New |
| Kestra Advisory Services, LLC | 6,586 | $422.5K | 0.00% | +603+10.1% | Added |
| Equitable Holdings, Inc. | 6,614 | $424.2K | 0.00% | +81+1.2% | Added |
| Axxcess Wealth Management, LLC | 6,627 | $425.1K | 0.01% | +6,627 | New |
| Advisor OS, LLC | 6,690 | $429.2K | 0.03% | +1,009+17.8% | Added |
| NFP Retirement, Inc. | 6,698 | $429.7K | 0.02% | +16+0.2% | Added |
| Capstone Investment Advisors, LLC | 6,713 | $430.6K | 0.00% | +6,713 | New |
| Talon Private Wealth, LLC | 6,735 | $432.1K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,887 | $441.8K | 0.01% | +2,878+71.8% | Added |
| Moors & Cabot, Inc. | 6,943 | $445.4K | 0.02% | +9+0.1% | Added |
| Studio Investment Management LLC | 7,069 | $453.5K | 0.08% | +204+3.0% | Added |
| Baker Avenue Asset Management, LP | 7,072 | $453.7K | 0.01% | +854+13.7% | Added |
| D. E. Shaw & Co., Inc. | 7,100 | $455.5K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,127 | $457.2K | 0.01% | +1,965+38.1% | Added |
| Schonfeld Strategic Advisors LLC | 7,194 | $461.5K | 0.00% | +7,194 | New |
| V-Square Quantitative Management LLC | 7,219 | $463.1K | 0.04% | +1,587+28.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 7,308 | $468.8K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,323 | $469.7K | 0.02% | −299−3.9% | Reduced |
| Citizens Financial Group Inc | 7,337 | $470.7K | 0.01% | +7,337 | New |
| GAM Holding AG | 7,355 | $471.8K | 0.04% | +7,355 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,445 | $477.6K | 0.03% | +103+1.4% | Added |
| Greenleaf Trust | 7,459 | $478.5K | 0.00% | −6,226−45.5% | Reduced |
| SevenBridge Financial Group, LLC | 6,721 | $480.1K | 0.07% | 00.0% | Unchanged |
| Annandale Capital, LLC | 7,600 | $488.0K | 0.07% | +7,600 | New |
| Brookstone Capital Management | 7,662 | $491.5K | 0.00% | +283+3.8% | Added |
| Mather Group, LLC. | 7,733 | $496.1K | 0.00% | +5,557+255.4% | Added |
| Prudential PLC | 7,759 | $497.7K | 0.00% | −701−8.3% | Reduced |
| GAMMA Investing LLC | 7,763 | $498.0K | 0.02% | +1,241+19.0% | Added |
| Decatur Capital Management, Inc. | 7,805 | $500.7K | 0.17% | +7,805 | New |
| J. Safra Sarasin Holding AG | 7,884 | $505.9K | 0.01% | +7,884 | New |
| Glenview Trust Co | 7,924 | $508.3K | 0.01% | −1,758−18.2% | Reduced |
| Laird Norton Trust Company, LLC | 7,985 | $512.2K | 0.01% | +542+7.3% | Added |
| Commerce Bank | 8,022 | $514.6K | 0.00% | −800−9.1% | Reduced |
| Savvy Advisors, Inc. | 8,122 | $521.0K | 0.01% | +8,122 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $530.7K | 0.21% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 8,235 | $531.5K | 0.08% | +175+2.2% | Added |
| Securian Asset Management, Inc | 7,784 | $539.8K | 0.02% | −100−1.3% | Reduced |
| North Dakota State Investment Board | 8,451 | $542.1K | 0.02% | +104+1.2% | Added |
| Global X Japan Co., Ltd. | 8,559 | $549.1K | 0.02% | +859+11.2% | Added |
| CWC Advisors, LLC. | 8,560 | $549.1K | 0.24% | +76+0.9% | Added |
| Financial Enhancement Group LLC | 8,729 | $560.0K | 0.07% | −240−2.7% | Reduced |
| Trueblood Wealth Management, LLC | 8,731 | $560.1K | 0.20% | −3,827−30.5% | Reduced |
| Oppenheimer Asset Management Inc. | 8,748 | $561.2K | 0.01% | +2,600+42.3% | Added |
| MUFG Securities Americas Inc. | 8,780 | $563.2K | 0.03% | +679+8.4% | Added |
| Pure Financial Advisors, Inc. | 8,796 | $564.2K | 0.01% | +8,796 | New |
| Thoroughbred Financial Services, LLC | 8,809 | $565.0K | 0.03% | +1,938+28.2% | Added |
| Sterling Capital Management LLC | 8,876 | $569.4K | 0.01% | +89+1.0% | Added |
| Pictet & Cie (Europe) SA | 8,890 | $570.3K | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 8,900 | $570.9K | 0.26% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 8,964 | $575.0K | 0.00% | +424+5.0% | Added |
| Hunter Associates Investment Management LLC | 9,139 | $587.0K | 0.07% | −550−5.7% | Reduced |
| Signaturefd, LLC | 9,296 | $596.3K | 0.01% | +4,282+85.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,345 | $599.5K | 0.01% | −23−0.2% | Reduced |
| VisionPoint Advisory Group, LLC | 9,488 | $608.7K | 0.10% | +1,820+23.7% | Added |
| Principal Securities, Inc. | 9,597 | $615.7K | 0.01% | +88+0.9% | Added |
| Rathbone Brothers plc | 9,608 | $616.4K | 0.00% | −1,144,611−99.2% | Reduced |
| Panagora Asset Management Inc | 9,618 | $617.0K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 9,670 | $620.4K | 0.05% | +6,288+185.9% | Added |
| Independent Advisor Alliance | 9,679 | $620.9K | 0.01% | +1,198+14.1% | Added |
| RMR Capital Management, LLC | 9,692 | $621.7K | 0.43% | +4,774+97.1% | Added |
| Xcel Wealth Management, LLC | 9,718 | $623.4K | 0.15% | +2,884+42.2% | Added |
| Occidental Asset Management, LLC | 9,755 | $625.8K | 0.06% | +207+2.2% | Added |
| Compass Ion Advisors, LLC | 9,811 | $629.4K | 0.05% | −2,983−23.3% | Reduced |
| Sivia Capital Partners, LLC | 9,882 | $633.9K | 0.08% | +9,882 | New |
| Concurrent Investment Advisors, LLC | 9,890 | $634.4K | 0.01% | −1,854−15.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 10,583 | $638.6K | 0.01% | +10,583 | New |
| Harmony Asset Management LLC | 10,000 | $641.5K | 0.17% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 10,060 | $645.3K | 0.10% | +8+0.1% | Added |
| E. Ohman J:or Asset Management AB | 10,194 | $653.9K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 10,300 | $660.7K | 0.09% | +540+5.5% | Added |
| RMB Capital Management, LLC | 10,362 | $664.7K | 0.01% | +10,362 | New |
| Capital Fund Management S.A. | 10,418 | $668.3K | 0.00% | +10,418 | New |
| Horizon Investments, LLC | 10,527 | $673.7K | 0.01% | +364+3.6% | Added |
| Greenfield Seitz Capital Management, LLC | 10,600 | $680.0K | 0.20% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,861 | $696.7K | 0.02% | +10,861 | New |
| Chaney Capital Management, Inc. | 10,864 | $696.9K | 0.22% | 00.0% | Unchanged |
| Huntington National Bank | 11,082 | $710.9K | 0.00% | +5,046+83.6% | Added |
| Merit Financial Group, LLC | 11,099 | $712.0K | 0.00% | +7,945+251.9% | Added |
| Ameriflex Group, Inc. | 11,207 | $718.9K | 0.29% | −6,318−36.1% | Reduced |
| WCM Investment Management, LLC | 11,488 | $734.8K | 0.00% | −10,073−46.7% | Reduced |
| MUFG Securities EMEA plc | 11,464 | $735.4K | 0.01% | −45,961−80.0% | Reduced |