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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 12,295 | $788.7K | 0.00% | +3,539+40.4% | Added |
| Capital Investment Advisors, LLC | 12,284 | $788.0K | 0.01% | −672−5.2% | Reduced |
| RSM US Wealth Management LLC | 12,176 | $781.1K | 0.01% | −1,662−12.0% | Reduced |
| Americana Partners, LLC | 12,124 | $777.8K | 0.02% | +12,124 | New |
| Federated Hermes, Inc. | 12,096 | $776.0K | 0.00% | −294,440−96.1% | Reduced |
| Crossmark Global Holdings, Inc. | 12,095 | $775.9K | 0.01% | +348+3.0% | Added |
| Cross Staff Investments Inc | 12,081 | $775.0K | 0.46% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 11,663 | $748.2K | 0.01% | −1,621−12.2% | Reduced |
| Hantz Financial Services, Inc. | 11,561 | $742.0K | 0.01% | +6,998+153.4% | Added |
| MUFG Securities EMEA plc | 11,464 | $735.4K | 0.01% | −45,961−80.0% | Reduced |
| WCM Investment Management, LLC | 11,488 | $734.8K | 0.00% | −10,073−46.7% | Reduced |
| Ameriflex Group, Inc. | 11,207 | $718.9K | 0.29% | −6,318−36.1% | Reduced |
| Merit Financial Group, LLC | 11,099 | $712.0K | 0.00% | +7,945+251.9% | Added |
| Huntington National Bank | 11,082 | $710.9K | 0.00% | +5,046+83.6% | Added |
| Chaney Capital Management, Inc. | 10,864 | $696.9K | 0.22% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,861 | $696.7K | 0.02% | +10,861 | New |
| Greenfield Seitz Capital Management, LLC | 10,600 | $680.0K | 0.20% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,527 | $673.7K | 0.01% | +364+3.6% | Added |
| Capital Fund Management S.A. | 10,418 | $668.3K | 0.00% | +10,418 | New |
| RMB Capital Management, LLC | 10,362 | $664.7K | 0.01% | +10,362 | New |
| Radnor Capital Management, LLC | 10,300 | $660.7K | 0.09% | +540+5.5% | Added |
| E. Ohman J:or Asset Management AB | 10,194 | $653.9K | 0.02% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 10,060 | $645.3K | 0.10% | +8+0.1% | Added |
| Harmony Asset Management LLC | 10,000 | $641.5K | 0.17% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 10,583 | $638.6K | 0.01% | +10,583 | New |
| Concurrent Investment Advisors, LLC | 9,890 | $634.4K | 0.01% | −1,854−15.8% | Reduced |
| Sivia Capital Partners, LLC | 9,882 | $633.9K | 0.08% | +9,882 | New |
| Compass Ion Advisors, LLC | 9,811 | $629.4K | 0.05% | −2,983−23.3% | Reduced |
| Occidental Asset Management, LLC | 9,755 | $625.8K | 0.06% | +207+2.2% | Added |
| Xcel Wealth Management, LLC | 9,718 | $623.4K | 0.15% | +2,884+42.2% | Added |
| RMR Capital Management, LLC | 9,692 | $621.7K | 0.43% | +4,774+97.1% | Added |
| Independent Advisor Alliance | 9,679 | $620.9K | 0.01% | +1,198+14.1% | Added |
| Norden Group LLC | 9,670 | $620.4K | 0.05% | +6,288+185.9% | Added |
| Panagora Asset Management Inc | 9,618 | $617.0K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 9,608 | $616.4K | 0.00% | −1,144,611−99.2% | Reduced |
| Principal Securities, Inc. | 9,597 | $615.7K | 0.01% | +88+0.9% | Added |
| VisionPoint Advisory Group, LLC | 9,488 | $608.7K | 0.10% | +1,820+23.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,345 | $599.5K | 0.01% | −23−0.2% | Reduced |
| Signaturefd, LLC | 9,296 | $596.3K | 0.01% | +4,282+85.4% | Added |
| Hunter Associates Investment Management LLC | 9,139 | $587.0K | 0.07% | −550−5.7% | Reduced |
| Aptus Capital Advisors, LLC | 8,964 | $575.0K | 0.00% | +424+5.0% | Added |
| Hyperion Capital Advisors LP | 8,900 | $570.9K | 0.26% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 8,890 | $570.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,876 | $569.4K | 0.01% | +89+1.0% | Added |
| Thoroughbred Financial Services, LLC | 8,809 | $565.0K | 0.03% | +1,938+28.2% | Added |
| Pure Financial Advisors, Inc. | 8,796 | $564.2K | 0.01% | +8,796 | New |
| MUFG Securities Americas Inc. | 8,780 | $563.2K | 0.03% | +679+8.4% | Added |
| Oppenheimer Asset Management Inc. | 8,748 | $561.2K | 0.01% | +2,600+42.3% | Added |
| Trueblood Wealth Management, LLC | 8,731 | $560.1K | 0.20% | −3,827−30.5% | Reduced |
| Financial Enhancement Group LLC | 8,729 | $560.0K | 0.07% | −240−2.7% | Reduced |
| CWC Advisors, LLC. | 8,560 | $549.1K | 0.24% | +76+0.9% | Added |
| Global X Japan Co., Ltd. | 8,559 | $549.1K | 0.02% | +859+11.2% | Added |
| North Dakota State Investment Board | 8,451 | $542.1K | 0.02% | +104+1.2% | Added |
| Securian Asset Management, Inc | 7,784 | $539.8K | 0.02% | −100−1.3% | Reduced |
| Atlas Legacy Advisors, LLC | 8,235 | $531.5K | 0.08% | +175+2.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,273 | $530.7K | 0.21% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 8,122 | $521.0K | 0.01% | +8,122 | New |
| Commerce Bank | 8,022 | $514.6K | 0.00% | −800−9.1% | Reduced |
| Laird Norton Trust Company, LLC | 7,985 | $512.2K | 0.01% | +542+7.3% | Added |
| Glenview Trust Co | 7,924 | $508.3K | 0.01% | −1,758−18.2% | Reduced |
| J. Safra Sarasin Holding AG | 7,884 | $505.9K | 0.01% | +7,884 | New |
| Decatur Capital Management, Inc. | 7,805 | $500.7K | 0.17% | +7,805 | New |
| GAMMA Investing LLC | 7,763 | $498.0K | 0.02% | +1,241+19.0% | Added |
| Prudential PLC | 7,759 | $497.7K | 0.00% | −701−8.3% | Reduced |
| Mather Group, LLC. | 7,733 | $496.1K | 0.00% | +5,557+255.4% | Added |
| Brookstone Capital Management | 7,662 | $491.5K | 0.00% | +283+3.8% | Added |
| Annandale Capital, LLC | 7,600 | $488.0K | 0.07% | +7,600 | New |
| SevenBridge Financial Group, LLC | 6,721 | $480.1K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 7,459 | $478.5K | 0.00% | −6,226−45.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,445 | $477.6K | 0.03% | +103+1.4% | Added |
| GAM Holding AG | 7,355 | $471.8K | 0.04% | +7,355 | New |
| Citizens Financial Group Inc | 7,337 | $470.7K | 0.01% | +7,337 | New |
| Verdence Capital Advisors LLC | 7,323 | $469.7K | 0.02% | −299−3.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 7,308 | $468.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,219 | $463.1K | 0.04% | +1,587+28.2% | Added |
| Schonfeld Strategic Advisors LLC | 7,194 | $461.5K | 0.00% | +7,194 | New |
| Mutual Advisors, LLC | 7,127 | $457.2K | 0.01% | +1,965+38.1% | Added |
| D. E. Shaw & Co., Inc. | 7,100 | $455.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7,072 | $453.7K | 0.01% | +854+13.7% | Added |
| Studio Investment Management LLC | 7,069 | $453.5K | 0.08% | +204+3.0% | Added |
| Moors & Cabot, Inc. | 6,943 | $445.4K | 0.02% | +9+0.1% | Added |
| Crestwood Advisors Group LLC | 6,887 | $441.8K | 0.01% | +2,878+71.8% | Added |
| Talon Private Wealth, LLC | 6,735 | $432.1K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,713 | $430.6K | 0.00% | +6,713 | New |
| NFP Retirement, Inc. | 6,698 | $429.7K | 0.02% | +16+0.2% | Added |
| Advisor OS, LLC | 6,690 | $429.2K | 0.03% | +1,009+17.8% | Added |
| Axxcess Wealth Management, LLC | 6,627 | $425.1K | 0.01% | +6,627 | New |
| Equitable Holdings, Inc. | 6,614 | $424.2K | 0.00% | +81+1.2% | Added |
| Kestra Advisory Services, LLC | 6,586 | $422.5K | 0.00% | +603+10.1% | Added |
| J.W. Cole Advisors, Inc. | 6,554 | $420.4K | 0.01% | +6,554 | New |
| MJP Associates Inc | 6,550 | $420.2K | 0.05% | +990+17.8% | Added |
| OpenArc Corporate Advisory, LLC | 6,506 | $417.4K | 0.00% | +2,253+53.0% | Added |
| STRS Ohio | 6,491 | $416.4K | 0.00% | −16,807−72.1% | Reduced |
| Holland Advisory Services, Inc. | 6,442 | $413.3K | 0.46% | +15+0.2% | Added |
| Davenport & Co LLC | 6,403 | $410.8K | 0.00% | −712−10.0% | Reduced |
| Revisor Wealth Management LLC | 6,395 | $410.2K | 0.10% | +867+15.7% | Added |
| Pine Valley Investments Ltd Liability Co | 6,381 | $409.3K | 0.02% | +237+3.9% | Added |
| Tema ETFs LLC | 6,354 | $407.6K | 0.01% | +2,052+47.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,347 | $407.2K | 0.01% | −627−9.0% | Reduced |
| Meeder Advisory Services, Inc. | 6,289 | $403.4K | 0.01% | +1,787+39.7% | Added |