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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 26,188 | $1.68M | 0.22% | −150−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,976 | $1.67M | 0.01% | −6,189−19.2% | Reduced |
| Maridea Wealth Management LLC | 25,345 | $1.63M | 0.18% | −1,325−5.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 24,741 | $1.59M | 0.94% | +416+1.7% | Added |
| Public Employees Retirement Association of Colorado | 24,601 | $1.58M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 24,524 | $1.57M | 0.00% | −5,669−18.8% | Reduced |
| Jupiter Topco LLC | 24,402 | $1.56M | 0.00% | +24,402 | New |
| Jones Kertz & Associates, Inc. | 24,090 | $1.55M | 0.71% | −1,770−6.8% | Reduced |
| Salem Investment Counselors Inc | 24,000 | $1.54M | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 24,000 | $1.54M | 0.19% | 00.0% | Unchanged |
| CWM Advisors, LLC | 23,648 | $1.52M | 0.06% | +3,416+16.9% | Added |
| Allstate Corp | 23,232 | $1.49M | 0.01% | −33,142−58.8% | Reduced |
| Prospera Financial Services Inc | 22,911 | $1.47M | 0.02% | −8,154−26.2% | Reduced |
| Hancock Whitney Corp | 22,864 | $1.47M | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 22,821 | $1.46M | 0.02% | +5,122+28.9% | Added |
| WealthPlan Investment Management, LLC | 22,810 | $1.46M | 0.07% | −4,341−16.0% | Reduced |
| Dynasty Wealth Management, LLC | 22,749 | $1.46M | 0.01% | +22,749 | New |
| Northwestern Mutual Wealth Management Co | 22,738 | $1.46M | 0.00% | +1,204+5.6% | Added |
| Eurizon Capital SGR S.p.A. | 22,671 | $1.45M | 0.00% | +6,047+36.4% | Added |
| O'Shaughnessy Asset Management, LLC | 22,619 | $1.45M | 0.01% | −12,490−35.6% | Reduced |
| Ameritas Investment Partners, Inc. | 22,591 | $1.45M | 0.04% | +792+3.6% | Added |
| HB Wealth Management, LLC | 22,415 | $1.44M | 0.01% | +7,538+50.7% | Added |
| Invst, LLC | 22,274 | $1.43M | 0.14% | −5,747−20.5% | Reduced |
| AE Wealth Management LLC | 22,062 | $1.42M | 0.01% | +12,910+141.1% | Added |
| Gulf International Bank (UK) Ltd | 22,010 | $1.41M | 0.03% | −191−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,856 | $1.40M | 0.00% | +8,566+64.5% | Added |
| Pacer Advisors, Inc. | 21,804 | $1.40M | 0.00% | −3,069−12.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 21,775 | $1.40M | 0.22% | +21,775 | New |
| Macquarie Group Ltd | 21,759 | $1.40M | 0.01% | +3,390+18.5% | Added |
| Wealthfront Advisers LLC | 21,347 | $1.37M | 0.00% | +8,015+60.1% | Added |
| Cacti Asset Management LLC | 21,000 | $1.35M | 0.07% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,059 | $1.34M | 0.01% | +12,690+151.6% | Added |
| Lido Advisors, LLC | 20,341 | $1.30M | 0.00% | +1,395+7.4% | Added |
| Saudi Central Bank | 20,204 | $1.30M | 0.02% | +9,492+88.6% | Added |
| Mariner, LLC | 20,032 | $1.29M | 0.00% | +20,032 | New |
| Brinker Capital Investments, LLC | 20,016 | $1.28M | 0.01% | +16,802+522.8% | Added |
| United Capital Financial Advisers, LLC | 19,945 | $1.28M | 0.01% | +8,733+77.9% | Added |
| Advisory Alpha, LLC | 19,797 | $1.27M | 0.03% | +10,010+102.3% | Added |
| Allspring Global Investments Holdings, LLC | 18,842 | $1.27M | 0.00% | −2,526,044−99.3% | Reduced |
| Allianz Asset Management GmbH | 19,752 | $1.27M | 0.00% | +409+2.1% | Added |
| Everence Capital Management Inc | 19,708 | $1.26M | 0.07% | −96−0.5% | Reduced |
| Susquehanna International Group, LLP | 19,467 | $1.25M | 0.00% | −853,873−97.8% | Reduced |
| Fairbanks Capital Management, Inc. | 19,357 | $1.24M | 0.74% | −298−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 19,270 | $1.24M | 0.01% | +19,270 | New |
| Callan Family Office, LLC | 18,986 | $1.22M | 0.02% | +2,204+13.1% | Added |
| ISAM Funds (UK) Ltd | 18,900 | $1.21M | 0.86% | +4,374+30.1% | Added |
| Diversified Trust Co | 18,878 | $1.21M | 0.02% | +7,358+63.9% | Added |
| Nomura Holdings Inc | 18,761 | $1.20M | 0.01% | +11,106+145.1% | Added |
| Wall Street Access Asset Management, LLC | 18,680 | $1.20M | 0.17% | −23,368−55.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,618 | $1.19M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 18,562 | $1.19M | 0.01% | +10,953+143.9% | Added |
| Investment Management Corp of Ontario | 18,382 | $1.18M | 0.01% | −2,400−11.5% | Reduced |
| Bridgewater Associates, LP | 18,017 | $1.16M | 0.00% | +18,017 | New |
| Kentucky Retirement Systems | 17,941 | $1.15M | 0.03% | +17,941 | New |
| Abn Amro Investment Solutions | 17,629 | $1.13M | 0.01% | −380−2.1% | Reduced |
| Peninsula Asset Management Inc | 17,555 | $1.13M | 0.54% | −610−3.4% | Reduced |
| Pullen Investment Management, LLC | 17,425 | $1.12M | 0.52% | +211+1.2% | Added |
| Third View Private Wealth, LLC | 16,902 | $1.08M | 0.13% | −5,667−25.1% | Reduced |
| Landscape Capital Management, L.L.C. | 16,850 | $1.08M | 0.07% | +16,850 | New |
| Cyndeo Wealth Partners, LLC | 16,844 | $1.08M | 0.05% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 15,165 | $1.07M | 0.34% | +40.0% | Added |
| Evermay Wealth Management LLC | 16,495 | $1.06M | 0.11% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 16,241 | $1.04M | 0.01% | −4,195−20.5% | Reduced |
| Maryland State Retirement & Pension System | 16,189 | $1.04M | 0.02% | +2,280+16.4% | Added |
| Hartford Investment Management Co | 16,008 | $1.03M | 0.03% | −705−4.2% | Reduced |
| Access Investment Management LLC | 15,996 | $1.03M | 0.26% | +5,996+60.0% | Added |
| Mosaic Family Wealth Partners, LLC | 15,987 | $1.03M | 0.07% | +15,987 | New |
| Norinchukin Bank, The | 15,944 | $1.02M | 0.01% | +11+0.1% | Added |
| Blackhawk Capital Partners LLC. | 15,901 | $1.02M | 0.33% | +15,901 | New |
| Cim, LLC | 15,777 | $1.01M | 0.13% | +614+4.0% | Added |
| Wedbush Securities Inc | 15,181 | $974.0K | 0.03% | +1,732+12.9% | Added |
| Bleakley Financial Group, LLC | 15,162 | $972.6K | 0.01% | +15,162 | New |
| Banque Cantonale Vaudoise | 15,002 | $962.0K | 0.04% | +4,481+42.6% | Added |
| Louisiana State Employees Retirement System | 14,900 | $955.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,849 | $952.6K | 0.02% | +9,110+158.7% | Added |
| Assetmark, Inc | 14,683 | $941.9K | 0.00% | +12,055+458.7% | Added |
| New Mexico Educational Retirement Board | 14,500 | $930.0K | 0.02% | +900+6.6% | Added |
| M&T Bank Corp | 14,481 | $928.6K | 0.00% | −160−1.1% | Reduced |
| Ostrum Asset Management | 14,317 | $918.4K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 14,143 | $907.3K | 0.02% | +6,556+86.4% | Added |
| Metis Global Partners, LLC | 14,076 | $903.0K | 0.02% | −1,601−10.2% | Reduced |
| Schroder Investment Management Group | 14,073 | $900.1K | 0.00% | +3,002+27.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 14,000 | $898.1K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 13,984 | $897.1K | 0.04% | +2,643+23.3% | Added |
| Frec Markets, Inc. | 13,832 | $887.3K | 0.08% | +13,832 | New |
| Vise Technologies, Inc. | 13,539 | $868.6K | 0.01% | +7,442+122.1% | Added |
| Fiduciary Trust Co | 13,507 | $866.5K | 0.01% | −5,752−29.9% | Reduced |
| Squarepoint Ops LLC | 13,502 | $866.2K | 0.00% | −150,148−91.7% | Reduced |
| Summit Financial, LLC | 13,351 | $856.5K | 0.01% | +1,260+10.4% | Added |
| Tokio Marine Asset Management Co Ltd | 13,219 | $848.0K | 0.03% | +1,498+12.8% | Added |
| Omers Administration Corp | 13,212 | $847.5K | 0.01% | −114,273−89.6% | Reduced |
| Glenmede Trust Co NA | 13,013 | $834.8K | 0.00% | −534−3.9% | Reduced |
| Jane Street Group, LLC | 12,929 | $829.4K | 0.00% | +8,081+166.7% | Added |
| Gilbert & Cook, Inc. | 12,824 | $822.7K | 0.09% | +1,202+10.3% | Added |
| Thrivent Financial for Lutherans | 12,791 | $821.0K | 0.00% | +1,709+15.4% | Added |
| SlateStone Wealth, LLC | 12,785 | $820.0K | 0.06% | +250+2.0% | Added |
| Cathy Pareto & Associates, Inc | 12,711 | $815.5K | 0.48% | −51−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 12,656 | $811.9K | 0.00% | +1,196+10.4% | Added |
| Integrated Wealth Concepts LLC | 12,419 | $796.7K | 0.01% | +3,481+38.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,403 | $795.7K | 0.01% | +773+6.6% | Added |