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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.

Institutional holdersQ2 2026: 809 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ2 2026: $18.1B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2026.

Institutions holding BRO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Basecamp Wealth Advisors LLC179$11.5K0.00%+17+10.5%Added
Private Wealth Management Group, LLC174$11.2K0.00%+137+370.3%Added
MV Capital Management, Inc.172$11.0K0.00%+59+52.2%Added
Avion Wealth184$11.0K0.00%+99+116.5%Added
Strategic Wealth Partners, Ltd.168$10.8K0.00%+6+3.7%Added
True Wealth Design, LLC167$10.7K0.00%+103+160.9%Added
Raiffeisen Bank International AG167$10.7K0.00%00.0%Unchanged
ORG Wealth Partners, LLC160$10.3K0.00%−1,447−90.0%Reduced
JFS Wealth Advisors, LLC158$10.1K0.00%+26+19.7%Added
Hickory Point Bank & Trust155$9.94K0.01%00.0%Unchanged
JPL Wealth Management, LLC152$9.75K0.00%−40−20.8%Reduced
Farmers & Merchants Investments Inc150$9.62K0.00%−100−40.0%Reduced
Frazier Financial Advisors, LLC150$9.62K0.00%00.0%Unchanged
Addison Advisors LLC150$9.62K0.00%+150New
Tounjian Advisory Partners, LLC143$9.15K0.00%+143New
Sankala Group LLC130$9.15K0.01%−104−44.4%Reduced
Bruce G. Allen Investments, LLC142$9.11K0.01%+40+39.2%Added
Rocky Mountain Advisers, LLC136$8.72K0.00%00.0%Unchanged
Aspect Partners, LLC134$8.60K0.00%+98+272.2%Added
Bare Financial Services, Inc131$8.40K0.00%+84+178.7%Added
Cornerstone Planning Group LLC127$8.31K0.00%+17+15.5%Added
Sachetta, LLC127$8.15K0.00%+107+535.0%Added
Kemnay Advisory Services Inc.124$7.96K0.00%+6+5.1%Added
Fulcrum Asset Management LLP121$7.74K0.00%+121New
Kilter Group LLC120$7.70K0.00%+61+103.4%Added
Rialto Wealth Management, LLC118$7.57K0.00%+85+257.6%Added
West Paces Advisors Inc.117$7.51K0.00%+117New
North Star Investment Management Corp.115$7.38K0.00%+53+85.5%Added
Tompkins Financial Corp111$7.12K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.109$6.99K0.00%+109New
Central Trust Co108$6.93K0.00%−16−12.9%Reduced
Spire Wealth Management106$6.82K0.00%+88+488.9%Added
Crewe Advisors LLC97$6.22K0.00%+97New
Hughes Financial Services, LLC91$5.84K0.00%+17+23.0%Added
Greykasell Wealth Strategies, Inc.88$5.64K0.00%00.0%Unchanged
High Note Wealth, LLC87$5.58K0.00%+87New
Planning Strategies Inc.86$5.52K0.00%+86New
Carolina Wealth Advisors, LLC84$5.39K0.00%00.0%Unchanged
Key Financial Inc84$5.39K0.00%00.0%Unchanged
Forum Finance Group S.A.90$5.00K0.00%00.0%Unchanged
South State Corp.76$4.88K0.00%+48+171.4%Added
City State Bank74$4.75K0.00%00.0%Unchanged
Union Savings Bank68$4.36K0.00%00.0%Unchanged
Clear Street Markets LLC68$4.36K0.00%+20+41.7%Added
Principia Wealth Advisory, LLC65$4.17K0.00%+41+170.8%Added
Fortitude Family Office, LLC64$4.11K0.00%+29+82.9%Added
AdvisorNet Financial, Inc63$4.04K0.00%00.0%Unchanged
Creative Financial Designs Inc62$3.98K0.00%+52+520.0%Added
Manchester Capital Management LLC60$3.85K0.00%−14−18.9%Reduced
Transamerica Financial Advisors, Inc.58$3.72K0.00%−68−54.0%Reduced
Asset Dedication, LLC56$3.59K0.00%−504−90.0%Reduced
N.E.W. Advisory Services LLC52$3.34K0.00%+52New
Highland Investment Advisors LLC51$3.24K0.00%+51New
Cassaday & Co Wealth Management LLC48$3.08K0.00%−23−32.4%Reduced
Rossby Financial, LCC48$3.08K0.00%+15+45.5%Added
Princeton Global Asset Management LLC48$3.08K0.00%+48New
Marquette Asset Management, LLC47$3.02K0.00%+47New
Prestige Wealth Management Group LLC46$2.95K0.00%00.0%Unchanged
Action Point Financial Planning, LLC50$2.95K0.00%+50New
Abound Wealth Management41$2.63K0.00%+2+5.1%Added
Register Financial Advisors LLC39$2.50K0.00%+39New
Atlantic Union Bankshares Corp38$2.44K0.00%−194−83.6%Reduced
Dunhill Financial, LLC35$2.25K0.00%+15+75.0%Added
Valley National Advisers Inc35$2.25K0.00%+4+12.9%Added
Copia Wealth Management35$2.25K0.00%00.0%Unchanged
NVWM, LLC35$2.25K0.00%+23+191.7%Added
Cape Investment Advisory, Inc.33$2.12K0.00%+33New
Sittner & Nelson, LLC25$1.60K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd22$1.41K0.00%−2,651−99.2%Reduced
Signature Equity Partners, LLC19$1.22K0.00%−7−26.9%Reduced
Bartlett & Co. Wealth Management LLC18$1.16K0.00%−45−71.4%Reduced
DiNuzzo Private Wealth, Inc.18$1.16K0.00%−5−21.7%Reduced
American Capital Advisory, LLC18$1.16K0.00%+9+100.0%Added
Barnes Dennig Private Wealth Management LLC18$1.16K0.00%+18New
Davis Capital Management16$1.03K0.00%+12+300.0%Added
Creative Capital Management Investments LLC16$1.03K0.00%+16New
DT Investment Partners, LLC15$9630.00%00.0%Unchanged
Financial Consulate, Inc15$9630.00%+15New
Caitlin John, LLC15$9620.00%−19−55.9%Reduced
Raffa Wealth Management, LLC14$8980.00%−18−56.3%Reduced
Financial Management Professionals, Inc.14$8980.00%−10−41.7%Reduced
Activest Wealth Management14$8980.00%+14New
WPG Advisers, LLC14$8980.00%+14New
Marshall & Sterling Wealth Advisors Inc.13$8440.00%00.0%Unchanged
NBT Bank N A13$8340.00%−23−63.9%Reduced
Wolff Wiese Magana LLC10$6420.00%00.0%Unchanged
Aventura Private Wealth, LLC10$6420.00%00.0%Unchanged
WestEnd Advisors, LLC10$6420.00%+1+11.1%Added
Avalon Trust Co9$5780.00%00.0%Unchanged
Breakwater Investment Management8$5140.00%+1+14.3%Added
Salomon & Ludwin, LLC7$4720.00%−1−12.5%Reduced
Motco7$4490.00%+7New
Strengthening Families & Communities, LLC7$4490.00%+7New
United Community Bank6$3850.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC5$3220.00%+5New
Bay Harbor Wealth Management, LLC5$3210.00%−4−44.4%Reduced
HFM Investment Advisors, LLC5$3210.00%+5New
Nvest Wealth Strategies, Inc.5$3210.00%+5New
Seneschal Advisors, LLC4$2570.00%−1−20.0%Reduced
Arlington Trust Co LLC4$2570.00%00.0%Unchanged