BROWN & BROWN, INC. (BRO) — Institutional Holders, Q2 2026 (page 5)
814 institutional investment managers reported a BRO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BRO 13F holders ranked 401–500 of 814
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | B. Metzler seel. Sohn & AG#401 · 12,403 sh | 12,403 | $795.7K | <0.01% | +6.6% |
| 402 | MML INVESTORS SERVICES#402 · 12,295 sh | 12,295 | $788.7K | <0.01% | +40.4% |
| 403 | Capital Investment Advisors#403 · 12,284 sh | 12,284 | $788.0K | — | -5.2% |
| 404 | CHOREO#404 · 12,176 sh | 12,176 | $781.1K | <0.01% | -12.0% |
| 405 | Americana Partners#405 · 12,124 sh | 12,124 | $777.8K | 0.02% | New |
| 406 | FEDERATED HERMES#406 · 12,096 sh | 12,096 | $776.0K | <0.01% | -96.1% |
| 407 | Crossmark Global#407 · 12,095 sh | 12,095 | $775.9K | — | +3.0% |
| 408 | Cross Staff Investments#408 · 12,081 sh | 12,081 | $775.0K | — | 0.0% |
| 409 | Spears Abacus Advisors#409 · 11,663 sh | 11,663 | $748.2K | 0.01% | -12.2% |
| 410 | HANTZ FINANCIAL SERVICES#410 · 11,561 sh | 11,561 | $742.0K | 0.01% | +153.4% |
| 411 | MUFG Securities EMEA plc#411 · 11,464 sh | 11,464 | $735.4K | <0.01% | -80.0% |
| 412 | WCM INVESTMENT MANAGEMENT#412 · 11,488 sh | 11,488 | $734.8K | <0.01% | -46.7% |
| 413 | AMERIFLEX GROUP#413 · 11,207 sh | 11,207 | $718.9K | 0.29% | -36.1% |
| 414 | Merit Financial Group#414 · 11,099 sh | 11,099 | $712.0K | <0.01% | +251.9% |
| 415 | HUNTINGTON NATIONAL BANK#415 · 11,082 sh | 11,082 | $710.9K | <0.01% | +83.6% |
| 416 | Chaney Capital Management#416 · 10,864 sh | 10,864 | $696.9K | 0.22% | 0.0% |
| 417 | Simplicity Wealth#417 · 10,861 sh | 10,861 | $696.7K | — | New |
| 418 | Greenfield Seitz Capital Management#418 · 10,600 sh | 10,600 | $680.0K | 0.20% | 0.0% |
| 419 | Horizon Investments#419 · 10,527 sh | 10,527 | $673.7K | <0.01% | +3.6% |
| 420 | CAPITAL FUND MANAGEMENT S.A.#420 · 10,418 sh | 10,418 | $668.3K | <0.01% | New |
| 421 | RMB Capital Management#421 · 10,362 sh | 10,362 | $664.7K | 0.01% | New |
| 422 | Radnor Capital Management#422 · 10,300 sh | 10,300 | $660.7K | — | +5.5% |
| 423 | E. Ohman J:or Asset Management AB#423 · 10,194 sh | 10,194 | $653.9K | — | 0.0% |
| 424 | Parkwoods Wealth Partners#424 · 10,060 sh | 10,060 | $645.3K | 0.10% | +0.1% |
| 425 | HARMONY ASSET MANAGEMENT#425 · 10,000 sh | 10,000 | $641.5K | — | 0.0% |
| 426 | Fideuram Asset Management (Ireland) dac#426 · 10,583 sh | 10,583 | $638.6K | 0.01% | New |
| 427 | Concurrent Investment Advisors#427 · 9,890 sh | 9,890 | $634.4K | — | -15.8% |
| 428 | Sivia Capital Partners#428 · 9,882 sh | 9,882 | $633.9K | 0.08% | New |
| 429 | Glenview#429 · 9,682 sh | 9,682 | $631.4K | <0.01% | 0.0% |
| 430 | Compass Ion Advisors#430 · 9,811 sh | 9,811 | $629.4K | — | -23.3% |
| 431 | Occidental Asset Management#431 · 9,755 sh | 9,755 | $625.8K | 0.06% | +2.2% |
| 432 | Xcel Wealth Management#432 · 9,718 sh | 9,718 | $623.4K | — | +42.2% |
| 433 | RMR Capital Management#433 · 9,692 sh | 9,692 | $621.7K | — | +97.1% |
| 434 | Independent Advisor Alliance#434 · 9,679 sh | 9,679 | $620.9K | 0.01% | +14.1% |
| 435 | NORDEN GROUP#435 · 9,670 sh | 9,670 | $620.4K | — | +185.9% |
| 436 | PANAGORA ASSET MANAGEMENT#436 · 9,618 sh | 9,618 | $617.0K | <0.01% | 0.0% |
| 437 | Rathbones Group PLC#437 · 9,608 sh | 9,608 | $616.4K | <0.01% | -99.2% |
| 438 | PRINCIPAL SECURITIES#438 · 9,597 sh | 9,597 | $615.7K | <0.01% | +0.9% |
| 439 | VisionPoint Advisory Group#439 · 9,488 sh | 9,488 | $608.7K | — | +23.7% |
| 440 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#440 · 9,345 sh | 9,345 | $599.5K | <0.01% | -0.2% |
| 441 | SIGNATUREFD#441 · 9,296 sh | 9,296 | $596.3K | — | +85.4% |
| 442 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#442 · 9,139 sh | 9,139 | $587.0K | — | -5.7% |
| 443 | Aptus Capital Advisors#443 · 8,964 sh | 8,964 | $575.0K | <0.01% | +5.0% |
| 444 | Hyperion Capital Advisors#444 · 8,900 sh | 8,900 | $570.9K | 0.26% | 0.0% |
| 445 | Pictet & Cie (Europe) SA#445 · 8,890 sh | 8,890 | $570.3K | — | 0.0% |
| 446 | Sterling Capital Management#446 · 8,876 sh | 8,876 | $569.4K | — | +1.0% |
| 447 | THOROUGHBRED FINANCIAL SERVICES#447 · 8,809 sh | 8,809 | $565.0K | 0.03% | +28.2% |
| 448 | Pure Financial Advisors#448 · 8,796 sh | 8,796 | $564.2K | <0.01% | New |
| 449 | MUFG SECURITIES AMERICAS#449 · 8,780 sh | 8,780 | $563.2K | 0.03% | +8.4% |
| 450 | OPPENHEIMER ASSET MANAGEMENT#450 · 8,748 sh | 8,748 | $561.2K | — | +42.3% |
| 451 | Trueblood Wealth Management#451 · 8,731 sh | 8,731 | $560.1K | — | -30.5% |
| 452 | Financial Enhancement Group#452 · 8,729 sh | 8,729 | $560.0K | — | -2.7% |
| 453 | CWC Advisors#453 · 8,560 sh | 8,560 | $549.1K | — | +0.9% |
| 454 | Global X Japan , Ltd.#454 · 8,559 sh | 8,559 | $549.1K | — | +11.2% |
| 455 | North Dakota State Investment Board#455 · 8,451 sh | 8,451 | $542.1K | — | +1.2% |
| 456 | SECURIAN ASSET MANAGEMENT#456 · 7,784 sh | 7,784 | $539.8K | 0.02% | -1.3% |
| 457 | Atlas Legacy Advisors#457 · 8,235 sh | 8,235 | $531.5K | 0.08% | +2.2% |
| 458 | Keyes, Stange & Wooten Wealth Management#458 · 8,273 sh | 8,273 | $530.7K | 0.21% | 0.0% |
| 459 | Savvy Advisors#459 · 8,122 sh | 8,122 | $521.0K | 0.01% | New |
| 460 | COMMERCE BANK#460 · 8,022 sh | 8,022 | $514.6K | <0.01% | -9.1% |
| 461 | Laird Norton Wetherby Company#461 · 7,985 sh | 7,985 | $512.2K | <0.01% | +7.3% |
| 462 | J. Safra Sarasin Holding AG#462 · 7,884 sh | 7,884 | $505.9K | — | New |
| 463 | Decatur Capital Management#463 · 7,805 sh | 7,805 | $500.7K | 0.17% | New |
| 464 | GAMMA Investing#464 · 7,763 sh | 7,763 | $498.0K | — | +19.0% |
| 465 | PRUDENTIAL PLC#465 · 7,759 sh | 7,759 | $497.7K | <0.01% | -8.3% |
| 466 | MATHER GROUP#466 · 7,733 sh | 7,733 | $496.1K | — | +255.4% |
| 467 | Brookstone Capital Management#467 · 7,662 sh | 7,662 | $491.5K | — | +3.8% |
| 468 | Annandale Capital#468 · 7,600 sh | 7,600 | $488.0K | 0.07% | New |
| 469 | SevenBridge Financial Group#469 · 6,721 sh | 6,721 | $480.1K | — | 0.0% |
| 470 | GREENLEAF#470 · 7,459 sh | 7,459 | $478.5K | <0.01% | -45.5% |
| 471 | Kentucky Retirement Systems Insurance Fund#471 · 7,445 sh | 7,445 | $477.6K | 0.03% | +1.4% |
| 472 | GAM Holding AG#472 · 7,355 sh | 7,355 | $471.8K | 0.04% | New |
| 473 | CITIZENS FINANCIAL GROUP#473 · 7,337 sh | 7,337 | $470.7K | — | New |
| 474 | Verdence Capital Advisors#474 · 7,323 sh | 7,323 | $469.7K | — | -3.9% |
| 475 | Aware Super Pty Ltd as trustee of Aware Super#475 · 7,308 sh | 7,308 | $468.8K | <0.01% | 0.0% |
| 476 | V-Square Quantitative Management#476 · 7,219 sh | 7,219 | $463.1K | — | +28.2% |
| 477 | Schonfeld Strategic Advisors#477 · 7,194 sh | 7,194 | $461.5K | <0.01% | New |
| 478 | Mutual Advisors#478 · 7,127 sh | 7,127 | $457.2K | <0.01% | +38.1% |
| 479 | D. E. Shaw#479 · 7,100 sh | 7,100 | $455.5K | <0.01% | 0.0% |
| 480 | Baker Avenue Asset Management#480 · 7,072 sh | 7,072 | $453.7K | <0.01% | +13.7% |
| 481 | STUDIO INVESTMENT MANAGEMENT#481 · 7,069 sh | 7,069 | $453.5K | — | +6.9% |
| 482 | Moors & Cabot#482 · 6,943 sh | 6,943 | $445.4K | 0.02% | +0.1% |
| 483 | Crestwood Advisors Group#483 · 6,887 sh | 6,887 | $441.8K | — | +71.8% |
| 484 | CAPSTONE INVESTMENT ADVISORS#484 · 6,713 sh | 6,713 | $430.6K | <0.01% | New |
| 485 | NFP Retirement#485 · 6,698 sh | 6,698 | $429.7K | 0.02% | +0.2% |
| 486 | Advisor OS#486 · 6,690 sh | 6,690 | $429.2K | 0.03% | +17.8% |
| 487 | AXXCESS WEALTH MANAGEMENT#487 · 6,627 sh | 6,627 | $425.1K | — | New |
| 488 | Kestra Advisory Services#488 · 6,586 sh | 6,586 | $422.5K | <0.01% | +10.1% |
| 489 | J.W. COLE ADVISORS#489 · 6,554 sh | 6,554 | $420.4K | <0.01% | New |
| 490 | MJP ASSOCIATES#490 · 6,550 sh | 6,550 | $420.2K | 0.05% | +17.8% |
| 491 | OpenArc Corporate Advisory#491 · 6,506 sh | 6,506 | $417.4K | — | +53.0% |
| 492 | STRS OHIO#492 · 6,491 sh | 6,491 | $416.4K | <0.01% | -72.1% |
| 493 | Holland Advisory Services#493 · 6,442 sh | 6,442 | $413.3K | — | +0.2% |
| 494 | DAVENPORT#494 · 6,403 sh | 6,403 | $410.8K | — | -10.0% |
| 495 | Revisor Wealth Management#495 · 6,395 sh | 6,395 | $410.2K | — | +15.7% |
| 496 | Pine Valley Investments Ltd Liability#496 · 6,381 sh | 6,381 | $409.3K | 0.02% | +3.9% |
| 497 | TEMA ETFS#497 · 6,354 sh | 6,354 | $407.6K | — | +47.7% |
| 498 | Hennion & Walsh Asset Management#498 · 6,347 sh | 6,347 | $407.2K | — | -9.0% |
| 499 | Meeder Advisory Services#499 · 6,289 sh | 6,289 | $403.4K | 0.01% | +39.7% |
| 500 | PRAIRIE ADVISORY#500 · 6,280 sh | 6,280 | $402.9K | — | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.