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Disclosery

BRO BROWN & BROWN INC

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Stock (common), issuer CIK 79282

792 managers (817 13F filers) reported a position in BRO shares at 2026-03-31, 278,613,272 shares in all. 83 filers opened a position and 162 filers sold out during the quarter.

Managers
792
13F filers
817
New
83
Added
311
Reduced
304
Sold out
162
Shares held by filers
278,613,272

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clearstead Advisors, LLC2,435$159K<0.01%+1,12613F-HRTimeline
Quent Capital, LLC2,391$156K0.01%+1,64013F-HRTimeline
LANARK FINANCIAL, INC.2,314$151K0.01%-1013F-HRTimeline
MATHER GROUP, LLC.2,176$142K<0.01%-67613F-HRTimeline
Blue Trust, Inc.2,176$142K<0.01%+1,35413F-HRTimeline
Advisors Asset Management, Inc.2,063$135K<0.01%new13F-HRTimeline
Smithfield Trust Co1,883$122K0.01%-1613F-HRTimeline
Allworth Financial LP1,813$118K<0.01%+33513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,801$117K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,636$105K<0.01%+5113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,606$105K<0.01%+1,14613F-HRTimeline
Larson Financial Group LLC1,581$103K<0.01%+85613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,492$97.3K0.01%+46613F-HRTimeline
Bayforest Capital Ltd1,462$95.3K0.11%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,377$89.9K<0.01%+15613F-HRTimeline
STEPH & CO1,314$85.7K0.02%-1,10713F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,300$84.8K<0.01%-11813F-HRTimeline
CoreCap Advisors, LLC1,299$84.7K<0.01%+1113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,207$78.7K<0.01%-2013F-HRTimeline
PRIVATE TRUST CO NA1,177$76.8K0.01%+3013F-HRTimeline
Private Wealth Asset Management, LLC1,131$73.8K0.01%-313F-HRTimeline
Caldwell Trust Co1,113$72.6K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,106$72.1K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,043$68K<0.01%-1,12513F-HRTimeline
Dorato Capital Management980$66.4K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC1,000$65.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust924$60.3K<0.01%+9913F-HRTimeline
FIRST HORIZON CORP845$55.1K<0.01%+1213F-HRTimeline
Investment Research & Advisory Group, I…835$54.5K0.02%013F-HRTimeline
Smartleaf Asset Management LLC821$53.6K<0.01%+10013F-HRTimeline
Orion Capital Management LLC807$52.6K0.02%013F-HRTimeline
CYBER HORNET ETFs LLC808$52.1K0.03%+11413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.668$43.6K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…668$43.6K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC660$43.1K<0.01%new13F-HRTimeline
Covestor Ltd660$43K0.03%-23513F-HRTimeline
CVA Family Office, LLC654$42.6K<0.01%+56713F-HRTimeline
Cromwell Holdings LLC622$40.6K0.02%-9813F-HRTimeline
CURIO WEALTH, LLC601$39.2K0.01%+113F-HRTimeline
WELLINGTON-ALTUS USA INC.606$38.9K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.589$38.4K<0.01%-50513F-HRTimelineGroup
Owl Creek Wealth Partners LLC567$37K0.01%13F-HRTimeline
Asset Dedication, LLC560$36.5K<0.01%013F-HRTimeline
Generali Investments, Management Co LLC542$35.3K0.01%013F-HRTimeline
Cheviot Value Management, LLC530$34.6K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV506$33K0.01%-913F-HR/ATimeline
First PREMIER Bank424$28K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC421$27.5K<0.01%+8813F-HRTimeline
Catalyst Capital Advisors LLC420$27.4K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…410$26.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd402$26.2K<0.01%+14113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB400$26.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC400$26.1K<0.01%013F-HRTimeline
Board of the Pension Protection Fund400$26.1K0.02%-10013F-HRTimeline
Beaird Harris Wealth Management, LLC399$26K<0.01%013F-HRTimeline
TFC Financial Management, Inc.386$25.2K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…373$24.3K<0.01%-2,10713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…333$21.7K<0.01%-54513F-HRTimeline
Basepoint Wealth LLC333$21.7K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC327$21.3K0.01%new13F-HRTimeline
GW&K Investment Management, LLC320$21K<0.01%-2913F-HRTimeline
First Command Advisory Services, Inc.314$20.5K<0.01%+21313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC305$19.9K0.01%+26413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC293$19.1K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC294$19K<0.01%+9713F-HRTimeline
Union Bancaire Privee, UBP SA378$18.7K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC271$17.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC256$16.5K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…250$16.3K<0.01%+10013F-HRTimelineGroup
Versant Capital Management, Inc245$16K<0.01%+1613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC242$15.8K<0.01%-18513F-HRTimelineGroup
Sankala Group LLC234$15.1K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp232$15.1K<0.01%+19413F-HRTimelineGroup
Truvestments Capital LLC230$15K<0.01%+4213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors226$14.8K<0.01%+3013F-HRTimelineGroup
Westside Investment Management, Inc.216$14.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.209$13.6K<0.01%-1413F-HRTimeline
Piscataqua Savings Bank204$13.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC200$13K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC192$12.5K<0.01%new13F-HR/ATimeline
Kings Path Partners LLC190$12.4K<0.01%-4113F-HR/ATimeline
EASTERN BANK180$11.7K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA175$11.4K<0.01%new13F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…167$10.9K<0.01%-8,21913F-HRTimelineGroup
Basecamp Wealth Advisors LLC162$10.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.162$10.5K<0.01%-19113F-HRTimeline
Hickory Point Bank & Trust155$10.1K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC150$9.78K0.01%013F-HRTimeline
Red Tortoise LLC147$9.59K<0.01%013F-HRTimeline
Root Financial Partners, LLC139$9.06K<0.01%-9913F-HRTimeline
SRH ADVISORS, LLC136$8.87K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC132$8.61K<0.01%-6713F-HRTimeline
SJS Investment Consulting Inc.129$8.41K<0.01%+9813F-HRTimeline
Richardson Capital Management LLC127$8.28K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…126$8.25K<0.01%+4813F-HRTimelineGroup
IMG Wealth Management, Inc.125$8.15K0.01%new13F-HRTimeline
CENTRAL TRUST Co124$8.09K<0.01%+5213F-HRTimeline
Kemnay Advisory Services Inc.118$7.7K<0.01%new13F-HRTimeline
SHP Wealth Management118$7.69K<0.01%+1613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.113$7.37K<0.01%-2013F-HRTimeline
First Pacific Financial112$7.3K<0.01%+7613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111$7.24K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC107$6.98K<0.01%+713F-HRTimeline
Bruce G. Allen Investments, LLC102$6.65K<0.01%-27913F-HRTimeline
J.Safra Asset Management Corp100$6.52K<0.01%-7013F-HRTimeline
Cornerstone Planning Group LLC110$6.28K<0.01%-21013F-HRTimeline
Westfuller Advisors, LLC93$6.07K<0.01%+8613F-HRTimeline
Greykasell Wealth Strategies, Inc.88$5.74K<0.01%013F-HRTimeline
MTM Investment Management, LLC85$5.54K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc85$5.54K<0.01%-5213F-HRTimeline
Carolina Wealth Advisors, LLC84$5.48K<0.01%013F-HRTimeline
Key Financial Inc84$5.48K<0.01%-1013F-HRTimeline
Cornerstone Financial Management LLC84$5.48K0.01%+913F-HR/ATimeline
Forum Finance Group S.A.90$5K<0.01%13F-HRTimeline
Avion Wealth85$5K<0.01%+3513F-HRTimeline
Keating Financial Advisory Services, In…76$4.96K<0.01%+2313F-HRTimeline
Manchester Capital Management LLC74$4.83K<0.01%-7,76913F-HRTimeline
City State Bank74$4.83K<0.01%-113F-HRTimeline
Hughes Financial Services, LLC74$4.83K<0.01%-7613F-HRTimeline
Cassaday & Co Wealth Management LLC71$4.63K<0.01%new13F-HRTimeline
UNION SAVINGS BANK68$4.43K<0.01%013F-HRTimeline
Millstone Evans Group, LLC65$4.24K<0.01%013F-HRTimeline
True Wealth Design, LLC64$4.17K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc63$4.11K<0.01%+913F-HRTimeline
North Star Investment Management Corp.62$4.04K<0.01%+2113F-HRTimeline
Kilter Group LLC59$3.85K<0.01%+1813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC63$3.63K<0.01%+1013F-HRTimeline
Physician Wealth Advisors, Inc.51$3.33K<0.01%+2013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.50$3.27K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC48$3.13K<0.01%-38713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.48$3.13K<0.01%013F-HRTimeline
Bare Financial Services, Inc47$3.06K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC46$3K<0.01%013F-HRTimeline
Abound Wealth Management39$2.54K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC37$2.41K<0.01%-15413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$2.35K<0.01%-4413F-HRTimelineGroup
Aspect Partners, LLC36$2.35K<0.01%+1813F-HRTimeline
Raleigh Capital Management Inc.35$2.28K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC35$2.28K<0.01%-3113F-HRTimeline
Copia Wealth Management35$2.28K<0.01%013F-HRTimeline
Clark Wealth Partners34$2.22K<0.01%new13F-HRTimeline
Caitlin John, LLC34$2.22K<0.01%-3013F-HRTimeline
Rialto Wealth Management, LLC33$2.15K<0.01%+2013F-HRTimeline
Rossby Financial, LCC33$2.12K<0.01%+313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC32$2.09K<0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC31$2.03K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC31$2K<0.01%+1413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28$1.83K<0.01%-913F-HRTimelineGroup
Wall Street Financial Group, Inc.28$1.83K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC26$1.7K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC25$1.63K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.24$1.56K<0.01%+1013F-HRTimeline
Principia Wealth Advisory, LLC24$1.56K<0.01%+113F-HRTimeline
LRI Investments, LLC24$1.53K<0.01%013F-HRTimeline
Bogart Wealth, LLC23$1.5K<0.01%+1713F-HRTimeline
DiNuzzo Private Wealth, Inc.23$1.5K<0.01%-1013F-HRTimeline
Estabrook Capital Management21$1.37K<0.01%new13F-HRTimeline
Dunhill Financial, LLC20$1.36K<0.01%+113F-HRTimeline
Sachetta, LLC20$1.3K<0.01%-1113F-HRTimeline
Washington Trust Advisors, Inc.20$1.3K<0.01%new13F-HRTimeline
Clayton Financial Group LLC19$1.24K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18$1.17K<0.01%-5913F-HRTimelineGroup
DT Investment Partners, LLC15$979<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13$855<0.01%013F-HRTimeline
NVWM, LLC12$783<0.01%+713F-HRTimeline
Quaker Wealth Management, LLC12$783<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC10$653<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$652<0.01%013F-HRTimeline
Aventura Private Wealth, LLC10$652<0.01%013F-HRTimeline
WestEnd Advisors, LLC9$587<0.01%013F-HRTimeline
Avalon Trust Co9$587<0.01%013F-HRTimeline
American Capital Advisory, LLC9$587<0.01%-213F-HRTimeline
Bay Harbor Wealth Management, LLC9$586<0.01%-213F-HRTimeline
Salomon & Ludwin, LLC8$528<0.01%-23513F-HRTimeline
Breakwater Investment Management7$457<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank6$391<0.01%013F-HRTimelineGroup
Tidemark, LLC6$391<0.01%new13F-HRTimeline
Seneschal Advisors, LLC5$327<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5$326<0.01%new13F-HRTimeline
Portus Wealth Advisors, LLC5$326<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC5$326<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.4$261<0.01%new13F-HRTimeline
Davis Capital Management4$261<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$261<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4$261<0.01%new13F-HRTimelineGroup
MidFirst Bank2$130<0.01%-24813F-HRTimeline
Essential Partners LLC2$130<0.01%-513F-HRTimeline
3 FACTOR INDEXING, LLC1$66<0.01%13F-HRTimeline
Napier Financial, LLC1$65<0.01%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd187$39-2513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline