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 |
|---|---|---|---|---|---|
| Prairie Advisory, LLC | 6,280 | $402.9K | 0.10% | +6,280 | New |
| Mirabella Financial Services LLP | 6,176 | $396.2K | 0.04% | +781+14.5% | Added |
| Fisher Asset Management, LLC | 6,173 | $396.0K | 0.00% | +3,075+99.3% | Added |
| American National Bank of Texas | 6,101 | $391.4K | 0.36% | +733+13.7% | Added |
| Vontobel Holding Ltd. | 6,060 | $388.7K | 0.00% | +258+4.4% | Added |
| CX Institutional | 6,053 | $388.0K | 0.01% | −2,024−25.1% | Reduced |
| WealthPLAN Partners, LLC | 6,035 | $387.2K | 0.07% | −13,957−69.8% | Reduced |
| Adviser Investments LLC | 5,944 | $381.3K | 0.00% | 00.0% | Unchanged |
| Ossiam | 5,922 | $379.9K | 0.01% | +5,922 | New |
| Krilogy Financial LLC | 5,831 | $374.1K | 0.01% | +5,831 | New |
| Warren Averett Asset Management, LLC | 5,816 | $373.1K | 0.00% | −279−4.6% | Reduced |
| Facet Wealth, Inc. | 5,777 | $370.6K | 0.01% | +5,777 | New |
| Groupe la Francaise | 5,751 | $368.9K | 0.00% | +5,751 | New |
| Tower Research Capital LLC (TRC) | 5,747 | $368.7K | 0.01% | −8,544−59.8% | Reduced |
| Drive Wealth Management, LLC | 5,718 | $366.8K | 0.07% | +5,718 | New |
| Prelude Capital Management, LLC | 5,689 | $364.9K | 0.03% | +5,689 | New |
| Osmosis Investment Management UK Ltd | 5,606 | $359.6K | 0.02% | −5,656−50.2% | Reduced |
| Ritholtz Wealth Management | 5,577 | $357.8K | 0.01% | −692−11.0% | Reduced |
| Headlands Technologies LLC | 5,531 | $354.8K | 0.04% | +5,531 | New |
| Serenity Investment Advisors | 4,824 | $347.7K | 0.15% | −27−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 5,361 | $343.9K | 0.02% | +257+5.0% | Added |
| Evolve Private Wealth, LLC | 5,270 | $338.1K | 0.02% | −394−7.0% | Reduced |
| Proficio Capital Partners LLC | 5,230 | $335.5K | 0.01% | −3,789−42.0% | Reduced |
| Bullock Wealth Management Group | 4,947 | $333.2K | 0.14% | −111−2.2% | Reduced |
| Strategy Asset Managers LLC | 5,177 | $332.1K | 0.05% | +727+16.3% | Added |
| Vestcor Inc | 5,183 | $332.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 5,137 | $329.5K | 0.01% | −1,829−26.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,083 | $326.1K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 5,010 | $321.4K | 0.10% | −314−5.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,926 | $316.0K | 0.02% | −222−4.3% | Reduced |
| Waddell & Associates, LLC | 4,906 | $314.7K | 0.02% | +4,906 | New |
| Phillips Financial Management, LLC | 4,904 | $314.7K | 0.02% | −45−0.9% | Reduced |
| Fielder Capital Group LLC | 4,885 | $313.4K | 0.07% | +4,885 | New |
| Harbor Capital Advisors, Inc. | 4,885 | $313.0K | 0.02% | +11+0.2% | Added |
| SFM, LLC | 4,829 | $309.8K | 0.16% | −4,349−47.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,828 | $309.7K | 0.02% | +4,828 | New |
| Hamilton Capital Partners Inc. | 4,809 | $308.5K | 0.01% | −2,312−32.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,800 | $307.9K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,785 | $307.0K | 0.01% | +3,204+202.7% | Added |
| Legacy Capital Wealth Partners, LLC | 4,692 | $301.0K | 0.06% | +319+7.3% | Added |
| TCW Group Inc | 4,677 | $300.0K | 0.00% | +81+1.8% | Added |
| Bull Harbor Capital LLC | 4,622 | $296.5K | 0.06% | +4,622 | New |
| AlphaCore Capital LLC | 4,587 | $294.3K | 0.01% | +4,587 | New |
| Forum Private Client Group LLC | 4,567 | $293.0K | 0.09% | −12−0.3% | Reduced |
| Parallel Advisors, LLC | 4,450 | $285.5K | 0.00% | +1,373+44.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,390 | $281.6K | 0.01% | +4,390 | New |
| Northbridge Financial Group, LLC | 4,352 | $279.2K | 0.11% | 00.0% | Unchanged |
| Change Path, LLC | 4,351 | $279.1K | 0.01% | +28+0.6% | Added |
| Catalyst Financial Partners LLC | 4,325 | $277.4K | 0.03% | +4,325 | New |
| Lewis Asset Management, LLC | 4,306 | $276.2K | 0.10% | +4,306 | New |
| Ewa, LLC | 4,303 | $276.0K | 0.05% | +4,303 | New |
| Gen-Wealth Partners Inc | 4,299 | $275.8K | 0.08% | −380−8.1% | Reduced |
| Trust Point Inc. | 4,296 | $275.6K | 0.02% | −1,763−29.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 4,289 | $275.1K | 0.04% | +155+3.7% | Added |
| Compass Financial Management LLC | 4,278 | $274.4K | 0.03% | +4,278 | New |
| Ambassador Advisors, LLC | 4,266 | $273.7K | 0.03% | +4,266 | New |
| Atlas Capital Advisors LLC | 4,250 | $272.7K | 0.03% | +4,200+8,400.0% | Added |
| Perigon Wealth Management, LLC | 4,249 | $272.6K | 0.00% | +4,249 | New |
| Phillips Wealth Planners LLC | 3,931 | $272.3K | 0.20% | +96+2.5% | Added |
| Siemens Fonds Invest GmbH | 4,140 | $265.6K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,118 | $264.2K | 0.00% | +409+11.0% | Added |
| Canada Post Corp Registered Pension Plan | 4,110 | $263.7K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,106 | $263.4K | 0.00% | +4,106 | New |
| Engineers Gate Manager LP | 4,047 | $259.6K | 0.00% | −1,793−30.7% | Reduced |
| Washington Trust Bank | 4,037 | $259.0K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,015 | $257.6K | 0.02% | +15+0.4% | Added |
| Close Asset Management Ltd | 4,010 | $257.0K | 0.01% | −3,313−45.2% | Reduced |
| PCM Encore, LLC | 3,980 | $255.3K | 0.04% | +3,980 | New |
| Frank, Rimerman Advisors LLC | 3,974 | $254.9K | 0.01% | +533+15.5% | Added |
| Moment Partners, LLC | 3,913 | $251.0K | 0.05% | +181+4.8% | Added |
| Fortress Private Ledger, LLC | 3,903 | $250.4K | 0.07% | +3,903 | New |
| Keel Point, LLC | 3,884 | $249.2K | 0.01% | +3,884 | New |
| Centiva Capital, LP | 3,882 | $249.0K | 0.01% | +3,882 | New |
| Mount Yale Investment Advisors, LLC | 3,855 | $247.3K | 0.00% | +611+18.8% | Added |
| Summitry LLC | 3,804 | $244.0K | 0.01% | −4,282−53.0% | 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 |
| Somerset Trust Co | 3,674 | $235.7K | 0.07% | −123−3.2% | Reduced |
| Pallas Capital Advisors LLC | 3,624 | $232.5K | 0.01% | +3,624 | New |
| Belpointe Asset Management LLC | 3,608 | $231.5K | 0.01% | −533−12.9% | Reduced |
| We Are One Seven, LLC | 3,603 | $231.1K | 0.00% | −15,377−81.0% | Reduced |
| MAI Capital Management | 3,554 | $228.0K | 0.00% | +1,051+42.0% | Added |
| Am Investment Strategies LLC | 3,542 | $227.0K | 0.04% | +3,542 | New |
| 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 |
| Pensionmark Financial Group, LLC | 3,451 | $224.6K | 0.00% | +35+1.0% | Added |
| Red Door Wealth Management, LLC | 3,427 | $219.8K | 0.02% | +34+1.0% | Added |
| Arq Wealth Advisors, LLC | 3,350 | $219.1K | 0.03% | −375−10.1% | Reduced |
| Prosperity Consulting Group, LLC | 3,413 | $218.9K | 0.01% | +3,413 | New |
| Jefferies Financial Group Inc. | 3,399 | $218.0K | 0.00% | +3,399 | New |
| Ashton Thomas Private Wealth, LLC | 3,367 | $216.0K | 0.00% | −146−4.2% | Reduced |
| Allworth Financial LP | 3,319 | $212.9K | 0.00% | +1,506+83.1% | Added |
| CWA Asset Management Group, LLC | 3,316 | $212.7K | 0.01% | +3,316 | New |
| SmartHarvest Portfolios, LLC | 3,279 | $210.3K | 0.07% | +3,279 | New |
| Essential Partners LLC | 3,272 | $209.9K | 0.10% | +3,270+163,500.0% | Added |
| Xxi Wealth, LLC | 3,269 | $209.7K | 0.10% | −174−5.1% | Reduced |
| Walleye Capital LLC | 3,251 | $208.6K | 0.00% | −41,574−92.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,219 | $206.5K | 0.04% | +3,219 | 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 |