Stock

Brown & Brown, Inc.

BRO · held by 30 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$987.5M

Holders

+0 new · −3 exited

Holders’ est. mark

−$52.4M

Price effect on 13 books still in the name

Largest holder

$440.3M

MORGAN STANLEY

Holder count by quarter

Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	4.69M	$440.3M	—	Held
BANK OF AMERICA CORP /DE/	2.58M	$241.6M	—	Held
BARCLAYS PLC	2.52M	$235.9M	−$43M	Cut−$94.7M
Cresset Asset Management, LLC	309K	$29M	−$5.26M	Cut−$5.16M
Sanctuary Advisors, LLC	158.4K	$14.9M	−$2.68M	Cut−$2.54M
LYNWOOD PRICE CAPITAL MANAGEMENT LP	88K	$8.25M	—	Held
OP Asset Management Ltd	31.6K	$2.97M	−$508K	Cut−$329.5K
Invst, LLC	26K	$2.44M	—	Held
Savant Capital, LLC	24.8K	$2.32M	−$423K	Cut−$461.8K
IFP Advisors, Inc	20.8K	$1.95M	—	Held
Swiss Life Asset Management Ltd	20.1K	$1.89M	−$303.4K	Cut−$79.9K
MIRABELLA FINANCIAL SERVICES LLP	16.8K	$1.58M	—	Held
Tributary Capital Management, LLC	9.37K	$878.9K	—	Held
Henshaw Capital LLC	6.8K	$637.4K	−$116.1K	Cut−$681.3K
Wealthspire Retirement, LLC	6.71K	$629.3K	—	Held
Boreal Capital Management LLC	5.66K	$530.5K	—	Held
Pine Valley Investments Ltd Liability Co	4.8K	$450.6K	−$76K	Cut−$42.7K
BRIGHTON SECURITIES CORP.	2.95K	$276.3K	−$50.3K	Cut−$131.1K
INDEPENDENT FINANCIAL GROUP, LLC	2.91K	$273.1K	−$49.7K	Cut−$259.3K
Allworth Financial LP	2.44K	$229.1K	—	Held
Keel Point, LLC	2.21K	$207.5K	—	Held
Essential Partners LLC	2.06K	$192.9K	−$239	Added$191.4K
Leonteq Securities AG	635	$59.6K	−$5.88K	Added$21.4K
MV CAPITAL MANAGEMENT, INC.	88	$8.25K	—	Held
Prestige Wealth Management Group LLC	46	$4.32K	−$786	Cut−$786
KBC Group NV	44.8K	$4.2K	—	Held
Principia Wealth Advisory, LLC	20	$1.88K	—	Held
Kilter Group LLC	18	$1.69K	—	Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	12.7K	$1.19K	—	Held
Cape Investment Advisory, Inc.	3	$281	—	Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.