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
Whittier Trust Co	76,006	$3.47M	0.07%	–	–
Two Sigma Investments, LP	76,780	$3.51M	0.01%	–	–
AQR Capital Management LLC	76,930	$3.51M	0.01%	–	–
Royal London Asset Management Ltd	77,124	$3.53M	0.02%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	78,109	$3.57M	0.04%	–	–
IronBridge Private Wealth, LLC	78,483	$3.59M	2.31%	–	–
Three Peaks Capital Management, LLC	78,485	$3.59M	1.13%	–	–
Aviva PLC	78,667	$3.60M	0.02%	–	–
The PNC Financial Services Group, Inc.	79,997	$3.66M	0.00%	–	–
Southeast Asset Advisors Inc.	81,010	$3.70M	0.66%	–	–
Park National Corp	82,788	$3.78M	0.17%	–	–
Treasurer of the State of North Carolina	86,451	$3.95M	0.02%	–	–
State of Michigan Retirement System	86,692	$3.96M	0.03%	–	–
Wellington Management Group LLP	90,019	$4.12M	0.00%	–	–
Bridgewater Associates, LP	90,985	$4.16M	0.04%	–	–
Ameritas Investment Partners, Inc.	90,118	$4.16M	0.16%	–	–
Envestnet Asset Management Inc	91,939	$4.20M	0.00%	–	–
Prana Capital Management, LP	92,054	$4.21M	0.34%	–	–
Acadian Asset Management LLC	95,292	$4.36M	0.02%	–	–
Vaughan David Investments LLC	100,000	$4.57M	0.14%	–	–
Nisa Investment Advisors, LLC	100,100	$4.58M	0.03%	–	–
Oregon Public Employees Retirement Fund	101,616	$4.64M	0.06%	–	–
HSBC Holdings PLC	102,415	$4.71M	0.01%	–	–
Thrivent Financial for Lutherans	103,494	$4.73M	0.01%	–	–
ExodusPoint Capital Management, LP	104,221	$4.76M	0.10%	–	–
Pictet Asset Management Ltd	105,642	$4.83M	0.01%	–	–
Alberta Investment Management Corp	106,600	$4.87M	0.04%	–	–
Asset Management One Co.,Ltd.	107,274	$4.90M	0.02%	–	–
Marks Group Wealth Management, Inc	113,462	$5.18M	0.77%	–	–
Tower Bridge Advisors	113,953	$5.21M	0.39%	–	–
Mattern Capital Management, LLC	114,217	$5.22M	1.13%	–	–
Running Oak Capital LLC	114,738	$5.25M	1.59%	–	–
Tudor Investment Corp Et Al	115,349	$5.27M	0.11%	–	–
Rafferty Asset Management, LLC	118,782	$5.43M	0.04%	–	–
MetLife Investment Management	120,939	$5.53M	0.05%	–	–
Martingale Asset Management L P	121,152	$5.54M	0.06%	–	–
Cubist Systematic Strategies, LLC	123,147	$5.63M	0.07%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	127,800	$5.84M	0.05%	–	–
Baird Financial Group, Inc.	132,452	$6.05M	0.02%	–	–
Capitolis Advisors LLC	138,900	$6.35M	0.11%	–	–
Man Group plc	139,036	$6.36M	0.03%	–	–
State of Tennessee, Treasury Department	139,825	$6.39M	0.03%	–	–
Teacher Retirement System of Texas	142,702	$6.52M	0.04%	–	–
Russell Investments Group, Ltd.	143,863	$6.58M	0.01%	–	–
Comerica Bank	130,735	$6.60M	0.04%	–	–
Los Angeles Capital Management LLC	144,474	$6.60M	0.03%	–	–
Public Employees Retirement System of Ohio	144,920	$6.62M	0.03%	–	–
Connor, Clark & Lunn Investment Management Ltd.	149,466	$6.83M	0.04%	–	–
CIBC Asset Management Inc	151,641	$6.93M	0.03%	–	–
Bar Harbor Trust Services	153,291	$7.01M	2.57%	–	–
Qube Research & Technologies Ltd	163,303	$7.46M	0.12%	–	–
Lountzis Asset Management, LLC	165,081	$7.55M	5.02%	–	–
Andra AP-fonden	165,600	$7.57M	0.17%	–	–
D. E. Shaw & Co., Inc.	167,181	$7.64M	0.01%	–	–
Gateway Investment Advisers LLC	169,616	$7.75M	0.08%	–	–
Nicholas Company, Inc.	172,350	$7.88M	0.15%	–	–
Texas Permanent School Fund	174,920	$8.00M	0.10%	–	–
Stifel Financial Corp	184,128	$8.42M	0.01%	–	–
State of New Jersey Common Pension Fund D	187,929	$8.59M	0.03%	–	–
State of Wisconsin Investment Board	189,180	$8.65M	0.02%	–	–
Motley Fool Asset Management LLC	200,000	$9.14M	0.66%	–	–
Bank of Nova Scotia	202,610	$9.26M	0.02%	–	–
Lazard Asset Management LLC	211,379	$9.66M	0.01%	–	–
Mutual of America Capital Management LLC	223,116	$10.2M	0.11%	–	–
Ensign Peak Advisors, Inc	227,535	$10.4M	0.02%	–	–
Federation des caisses Desjardins du Quebec	233,843	$10.7M	0.12%	–	–
MUFG Securities EMEA plc	234,300	$10.7M	0.09%	–	–
FIL Ltd	234,561	$10.7M	0.01%	–	–
KBC Group NV	237,667	$10.9M	0.04%	–	–
Schroder Investment Management Group	243,679	$11.1M	0.01%	–	–
First Trust Advisors LP	246,606	$11.3M	0.01%	–	–
Bank of Montreal	239,022	$11.3M	0.01%	–	–
DekaBank Deutsche Girozentrale	248,216	$11.4M	0.04%	–	–
BNP Paribas Arbitrage, SA	255,695	$11.7M	0.03%	–	–
FMR LLC	260,050	$11.9M	0.00%	–	–
Amundi Asset Management US, Inc.	271,178	$12.4M	0.01%	–	–
UBS Group AG	286,719	$13.1M	0.01%	–	–
Voloridge Investment Management, LLC	289,063	$13.2M	0.10%	–	–
TD Asset Management Inc	290,513	$13.3M	0.01%	–	–
Citigroup Inc	290,857	$13.3M	0.01%	–	–
New York State Teachers Retirement System	297,436	$13.6M	0.03%	–	–
American Century Companies Inc	298,233	$13.6M	0.01%	–	–
State Board of Administration of Florida Retirement System	310,924	$14.2M	0.03%	–	–
AXA S.A.	311,900	$14.3M	0.04%	–	–
Assenagon Asset Management S.A.	314,430	$14.4M	0.07%	–	–
PhiloSmith Capital Corp	325,450	$14.9M	6.52%	–	–
Motley Fool Wealth Management, LLC	339,134	$15.5M	0.70%	–	–
Mitsubishi UFJ Trust & Banking Corp	339,216	$15.5M	0.03%	–	–
Barclays PLC	348,872	$15.9M	0.02%	–	–
British Columbia Investment Management Corp	364,342	$16.7M	0.12%	–	–
Great West Life Assurance Co	366,918	$16.7M	0.04%	–	–
Prospector Partners LLC	366,430	$16.8M	2.15%	–	–
Balyasny Asset Management LLC	366,702	$16.8M	0.10%	–	–
ProShare Advisors LLC	374,710	$17.1M	0.05%	–	–
Janus Henderson Group PLC	394,876	$18.1M	0.01%	–	–
Summit Wealth Partners, LLC	396,516	$18.1M	4.65%	–	–
Alliancebernstein L.P.	403,129	$18.4M	0.01%	–	–
Virginia Retirement Systems Et Al	410,100	$18.7M	0.18%	–	–
California State Teachers Retirement System	423,678	$19.4M	0.03%	–	–
Snyder Capital Management L P	432,541	$19.8M	0.57%	–	–