Brown & Brown, Inc.

BRO

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000079282

SEC filings (opens in a new tab)

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, Q1 2021

Institutional positions in Brown & Brown, Inc. as of Mar 31, 2021. 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: 458; No complete 13F data for Q4 2020
Shares held: 199.7M; No complete 13F data for Q4 2020
Total value: $9.10B; No complete 13F data for Q4 2020

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 holdersQ1 2021: 458 institutions

Value heldQ1 2021: $9.10B

Institutions holding BRO and their total value by quarter
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, Q1 2021

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BRO in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
BlackRock Inc.	27,384,254	$1.25B	0.04%	–	–
Vanguard Group Inc	24,518,020	$1.12B	0.03%	–	–
Select Equity Group, L.P.	14,730,245	$673.3M	2.46%	–	–
Wells Fargo & Company	9,987,839	$456.5M	0.11%	–	–
State Street Corp	9,213,607	$421.2M	0.02%	–	–
Principal Financial Group Inc	8,791,068	$401.8M	0.28%	–	–
First Eagle Investment Management, LLC	8,382,981	$383.2M	1.02%	–	–
Atlanta Capital Management Co L L C	6,974,513	$318.8M	1.13%	–	–
Price T Rowe Associates Inc	5,426,866	$248.1M	0.02%	–	–
Clarkston Capital Partners, LLC	4,219,653	$192.9M	3.51%	–	–
NN Investment Partners Holdings N.V.	3,881,232	$177.4M	1.04%	–	–
Geode Capital Management, LLC	3,137,215	$143.4M	0.02%	–	–
APG Asset Management N.V.	3,563,160	$138.6M	0.24%	–	–
Fenimore Asset Management Inc	2,910,219	$133.0M	3.43%	–	–
Bank of New York Mellon Corp	2,412,725	$110.3M	0.02%	–	–
Northern Trust Corp	2,300,398	$105.2M	0.02%	–	–
Manufacturers Life Insurance Company, The	2,272,360	$103.9M	0.09%	–	–
Norges Bank	2,232,747	$102.1M	0.02%	–	–
California Public Employees Retirement System	1,855,069	$84.8M	0.06%	–	–
Legal & General Group Plc	1,579,258	$72.2M	0.03%	–	–
Dimensional Fund Advisors LP	1,571,393	$71.8M	0.02%	–	–
Burgundy Asset Management Ltd.	1,478,681	$67.6M	0.69%	–	–
Madison Asset Management, LLC	1,395,255	$63.8M	0.89%	–	–
UBS Asset Management Americas Inc	1,270,425	$58.1M	0.03%	–	–
Bank of America Corp	1,149,940	$52.6M	0.01%	–	–
Swiss National Bank	1,140,600	$52.1M	0.03%	–	–
Charles Schwab Investment Management Inc	1,126,968	$51.5M	0.02%	–	–
Millennium Management LLC	1,099,497	$50.3M	0.07%	–	–
Arrowstreet Capital, Limited Partnership	1,072,055	$49.0M	0.07%	–	–
Nuveen Asset Management, LLC	979,712	$44.8M	0.01%	–	–
Morgan Stanley	962,483	$44.0M	0.01%	–	–
Confluence Investment Management LLC	959,730	$43.9M	0.62%	–	–
Federated Hermes, Inc.	903,202	$41.3M	0.08%	–	–
Invesco Ltd.	890,419	$40.7M	0.01%	–	–
New York State Common Retirement Fund	858,700	$39.3M	0.04%	–	–
Sumitomo Mitsui Trust Holdings, Inc.	789,346	$36.1M	0.02%	–	–
Goldman Sachs Group Inc	768,790	$35.1M	0.01%	–	–
Rhumbline Advisers	722,679	$33.0M	0.04%	–	–
Royal Bank of Canada	642,524	$29.4M	0.01%	–	–
Raymond James & Associates	625,761	$28.6M	0.03%	–	–
CIBC Private Wealth Group, LLC	624,032	$28.5M	0.07%	–	–
Boston Financial Mangement LLC	613,416	$28.0M	1.23%	–	–
Scout Investments, Inc.	606,549	$27.7M	0.42%	–	–
PGGM Investments	606,022	$27.7M	0.12%	–	–
Credit Suisse AG	586,756	$26.8M	0.02%	–	–
Retirement Systems of Alabama	564,499	$25.8M	0.10%	–	–
Robeco Institutional Asset Management B.V.	563,271	$25.7M	0.06%	–	–
Renaissance Technologies LLC	559,000	$25.6M	0.03%	–	–
Tandem Investment Advisors, Inc.	524,820	$24.0M	2.30%	–	–
Victory Capital Management Inc	512,959	$23.4M	0.02%	–	–
JPMorgan Chase & Co	507,363	$23.2M	0.00%	–	–
Deutsche Bank AG	485,582	$22.2M	0.01%	–	–
Parametric Portfolio Associates LLC	471,876	$21.6M	0.01%	–	–
American International Group, Inc.	470,222	$21.5M	0.09%	–	–
Boston Trust Walden Corp	460,426	$21.0M	0.20%	–	–
Ameriprise Financial Inc	445,182	$20.3M	0.01%	–	–
Diamond Hill Capital Management Inc	438,165	$20.0M	0.08%	–	–
Snyder Capital Management L P	432,541	$19.8M	0.57%	–	–
California State Teachers Retirement System	423,678	$19.4M	0.03%	–	–
Virginia Retirement Systems Et Al	410,100	$18.7M	0.18%	–	–
Alliancebernstein L.P.	403,129	$18.4M	0.01%	–	–
Summit Wealth Partners, LLC	396,516	$18.1M	4.65%	–	–
Janus Henderson Group PLC	394,876	$18.1M	0.01%	–	–
ProShare Advisors LLC	374,710	$17.1M	0.05%	–	–
Balyasny Asset Management LLC	366,702	$16.8M	0.10%	–	–
Prospector Partners LLC	366,430	$16.8M	2.15%	–	–
Great West Life Assurance Co	366,918	$16.7M	0.04%	–	–
British Columbia Investment Management Corp	364,342	$16.7M	0.12%	–	–
Barclays PLC	348,872	$15.9M	0.02%	–	–
Mitsubishi UFJ Trust & Banking Corp	339,216	$15.5M	0.03%	–	–
Motley Fool Wealth Management, LLC	339,134	$15.5M	0.70%	–	–
PhiloSmith Capital Corp	325,450	$14.9M	6.52%	–	–
Assenagon Asset Management S.A.	314,430	$14.4M	0.07%	–	–
AXA S.A.	311,900	$14.3M	0.04%	–	–
State Board of Administration of Florida Retirement System	310,924	$14.2M	0.03%	–	–
American Century Companies Inc	298,233	$13.6M	0.01%	–	–
New York State Teachers Retirement System	297,436	$13.6M	0.03%	–	–
Citigroup Inc	290,857	$13.3M	0.01%	–	–
TD Asset Management Inc	290,513	$13.3M	0.01%	–	–
Voloridge Investment Management, LLC	289,063	$13.2M	0.10%	–	–
UBS Group AG	286,719	$13.1M	0.01%	–	–
Amundi Asset Management US, Inc.	271,178	$12.4M	0.01%	–	–
FMR LLC	260,050	$11.9M	0.00%	–	–
BNP Paribas Arbitrage, SA	255,695	$11.7M	0.03%	–	–
DekaBank Deutsche Girozentrale	248,216	$11.4M	0.04%	–	–
Bank of Montreal	239,022	$11.3M	0.01%	–	–
First Trust Advisors LP	246,606	$11.3M	0.01%	–	–
Schroder Investment Management Group	243,679	$11.1M	0.01%	–	–
KBC Group NV	237,667	$10.9M	0.04%	–	–
FIL Ltd	234,561	$10.7M	0.01%	–	–
MUFG Securities EMEA plc	234,300	$10.7M	0.09%	–	–
Federation des caisses Desjardins du Quebec	233,843	$10.7M	0.12%	–	–
Ensign Peak Advisors, Inc	227,535	$10.4M	0.02%	–	–
Mutual of America Capital Management LLC	223,116	$10.2M	0.11%	–	–
Lazard Asset Management LLC	211,379	$9.66M	0.01%	–	–
Bank of Nova Scotia	202,610	$9.26M	0.02%	–	–
Motley Fool Asset Management LLC	200,000	$9.14M	0.66%	–	–
State of Wisconsin Investment Board	189,180	$8.65M	0.02%	–	–
State of New Jersey Common Pension Fund D	187,929	$8.59M	0.03%	–	–
Stifel Financial Corp	184,128	$8.42M	0.01%	–	–