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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 3,191 | $204.7K | 0.01% | +3,191 | New |
| Modern Wealth Management, LLC | 3,190 | $204.7K | 0.00% | +3,190 | New |
| Foundations Investment Advisors, LLC | 3,164 | $202.9K | 0.00% | −1,179−27.1% | Reduced |
| Inscription Capital, LLC | 3,146 | $201.8K | 0.02% | +3,146 | New |
| Valeo Financial Advisors, LLC | 3,134 | $201.0K | 0.00% | +3,134 | New |
| Operose Advisors LLC | 2,900 | $186.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,733 | $175.3K | 0.00% | +670+32.5% | Added |
| Farther Finance Advisors, LLC | 2,662 | $170.6K | 0.00% | +93+3.6% | Added |
| Boreal Capital Management LLC | 2,458 | $157.7K | 0.12% | −2,655−51.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,452 | $157.3K | 0.00% | −1,026,886−99.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,354 | $151.0K | 0.01% | +862+57.8% | Added |
| NBC Securities, Inc. | 2,314 | $148.4K | 0.01% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 2,267 | $145.4K | 0.00% | −573,611−99.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,098 | $134.6K | 0.00% | −78−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,990 | $127.7K | 0.00% | −986−33.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,801 | $115.5K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,790 | $114.8K | 0.03% | +476+36.2% | Added |
| Penserra Capital Management LLC | 1,718 | $109.0K | 0.00% | +82+5.0% | Added |
| Owl Creek Wealth Partners LLC | 1,697 | $108.9K | 0.03% | +1,130+199.3% | Added |
| Global Retirement Partners, LLC | 1,683 | $107.9K | 0.00% | +1,683 | New |
| Optiver Holding B.V. | 1,604 | $102.9K | 0.00% | +1,604 | New |
| Anchor Investment Management, LLC | 1,481 | $95.0K | 0.01% | −1,710−53.6% | Reduced |
| Harbour Investments, Inc. | 1,472 | $94.4K | 0.00% | +95+6.9% | Added |
| Trust Co of Vermont | 1,401 | $89.9K | 0.00% | +1,401 | New |
| Massmutual Trust Co FSB | 1,315 | $84.4K | 0.00% | +15+1.2% | Added |
| Parkside Financial Bank & Trust | 1,288 | $82.6K | 0.01% | +364+39.4% | Added |
| Quent Capital, LLC | 1,264 | $81.1K | 0.00% | −1,127−47.1% | Reduced |
| Los Angeles Capital Management LLC | 1,207 | $77.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,203 | $77.2K | 0.00% | +1,203 | New |
| Leonteq Securities AG | 1,200 | $77.0K | 0.00% | −4,666−79.5% | Reduced |
| GW&K Investment Management, LLC | 1,170 | $75.0K | 0.00% | +850+265.6% | Added |
| Private Wealth Asset Management, LLC | 1,131 | $72.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,126 | $72.2K | 0.01% | +881+359.6% | Added |
| Clearstead Advisors, LLC | 1,107 | $71.0K | 0.00% | −1,328−54.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,106 | $71.0K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 1,084 | $69.5K | 0.02% | +542+100.0% | Added |
| Private Trust Co NA | 1,072 | $68.8K | 0.01% | −105−8.9% | Reduced |
| Zions Bancorporation, National Association | 1,068 | $68.5K | 0.00% | +695+186.3% | Added |
| Dorato Capital Management | 980 | $66.3K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,000 | $64.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,007 | $63.0K | 0.00% | −876−46.5% | Reduced |
| Quantbot Technologies LP | 916 | $58.8K | 0.00% | −153,020−99.4% | Reduced |
| Caldwell Trust Co | 895 | $57.4K | 0.00% | −218−19.6% | Reduced |
| CoreCap Advisors, LLC | 842 | $54.0K | 0.00% | −457−35.2% | Reduced |
| First Horizon Corp | 833 | $53.4K | 0.00% | −12−1.4% | Reduced |
| Covestor Ltd | 828 | $53.0K | 0.03% | +168+25.5% | Added |
| Smartleaf Asset Management LLC | 821 | $52.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 796 | $51.1K | 0.03% | −12−1.5% | Reduced |
| SJS Investment Consulting Inc. | 704 | $45.2K | 0.00% | +575+445.7% | Added |
| Bryn Mawr Trust Co | 702 | $45.0K | 0.00% | +302+75.5% | Added |
| CVA Family Office, LLC | 695 | $44.6K | 0.00% | +41+6.3% | Added |
| IFP Advisors, Inc | 681 | $43.7K | 0.00% | −2,820−80.5% | Reduced |
| Custom Index Systems, LLC | 669 | $42.9K | 0.02% | +669 | New |
| Gables Capital Management Inc. | 668 | $42.9K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 668 | $42.9K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 635 | $40.7K | 0.02% | +330+108.2% | Added |
| Rothschild Investment LLC | 632 | $40.5K | 0.00% | +211+50.1% | Added |
| Wellington-Altus USA Inc. | 606 | $39.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 572 | $36.7K | 0.00% | −17−2.9% | Reduced |
| Allied Private Wealth LLC | 517 | $35.4K | 0.02% | +517 | New |
| LRI Investments, LLC | 534 | $34.2K | 0.00% | +510+2,125.0% | Added |
| Cheviot Value Management, LLC | 530 | $34.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 527 | $33.8K | 0.00% | +527 | New |
| Montag A & Associates Inc | 511 | $32.8K | 0.00% | −1,095−68.2% | Reduced |
| First Command Advisory Services, Inc. | 510 | $32.7K | 0.00% | +196+62.4% | Added |
| Ogorek Anthony Joseph | 511 | $32.0K | 0.01% | +5+1.0% | Added |
| Capital Advisors, Ltd. LLC | 466 | $30.0K | 0.00% | +172+58.5% | Added |
| Basepoint Wealth LLC | 433 | $27.8K | 0.02% | +100+30.0% | Added |
| TD Waterhouse Canada Inc. | 412 | $27.8K | 0.00% | −28,013−98.6% | Reduced |
| Catalyst Capital Advisors LLC | 420 | $26.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $26.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $25.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 399 | $25.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 393 | $25.2K | 0.01% | −6,962−94.7% | Reduced |
| UMA Financial Services, Inc. | 391 | $25.1K | 0.00% | +340+666.7% | Added |
| TFC Financial Management | 376 | $24.1K | 0.00% | −10−2.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 365 | $23.4K | 0.00% | +289+380.3% | Added |
| Elequin Capital LP | 355 | $22.8K | 0.00% | +355 | New |
| SBI Securities Co., Ltd. | 314 | $20.1K | 0.00% | +105+50.2% | Added |
| Bokf, NA | 312 | $20.0K | 0.00% | +137+78.3% | Added |
| Evelyn Partners Group Ltd | 275 | $17.6K | 0.00% | +275 | New |
| Millstone Evans Group, LLC | 262 | $16.8K | 0.01% | +197+303.1% | Added |
| IFG Advisory, LLC | 244 | $15.6K | 0.00% | +244 | New |
| Bell Investment Advisors, Inc | 240 | $15.4K | 0.00% | +155+182.4% | Added |
| TD Private Client Wealth LLC | 238 | $15.3K | 0.00% | −805−77.2% | Reduced |
| ZRC Wealth Management, LLC | 225 | $14.4K | 0.00% | −102−31.2% | Reduced |
| Westfuller Advisors, LLC | 220 | $14.1K | 0.01% | +127+136.6% | Added |
| Ancora Advisors, LLC | 220 | $14.1K | 0.00% | −22−9.1% | Reduced |
| Westside Investment Management, Inc. | 216 | $13.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 213 | $13.6K | 0.00% | +95+80.5% | Added |
| Piscataqua Savings Bank | 204 | $13.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 203 | $13.0K | 0.00% | −23−10.2% | Reduced |
| St Germain D J Co Inc | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $12.8K | 0.00% | +200 | New |
| Burkett Financial Services, LLC | 199 | $12.8K | 0.00% | +199 | New |
| Truvestments Capital LLC | 191 | $12.3K | 0.00% | −39−17.0% | Reduced |
| Bogart Wealth, LLC | 191 | $12.3K | 0.00% | +168+730.4% | Added |
| J.Safra Asset Management Corp | 190 | $12.2K | 0.00% | +90+90.0% | Added |
| Cromwell Holdings LLC | 187 | $12.0K | 0.01% | −435−69.9% | Reduced |
| Cornerstone Financial Management LLC | 181 | $11.6K | 0.01% | +97+115.5% | Added |