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Brown & Brown, Inc.

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

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
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2021: $9.10B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$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
InstitutionSharesValue% of portfolioChange in sharesAction
Diamond Hill Capital Management Inc438,165$20.0M0.08%––
Ameriprise Financial Inc445,182$20.3M0.01%––
Boston Trust Walden Corp460,426$21.0M0.20%––
American International Group, Inc.470,222$21.5M0.09%––
Parametric Portfolio Associates LLC471,876$21.6M0.01%––
Deutsche Bank AG485,582$22.2M0.01%––
JPMorgan Chase & Co507,363$23.2M0.00%––
Victory Capital Management Inc512,959$23.4M0.02%––
Tandem Investment Advisors, Inc.524,820$24.0M2.30%––
Renaissance Technologies LLC559,000$25.6M0.03%––
Robeco Institutional Asset Management B.V.563,271$25.7M0.06%––
Retirement Systems of Alabama564,499$25.8M0.10%––
Credit Suisse AG586,756$26.8M0.02%––
PGGM Investments606,022$27.7M0.12%––
Scout Investments, Inc.606,549$27.7M0.42%––
Boston Financial Mangement LLC613,416$28.0M1.23%––
CIBC Private Wealth Group, LLC624,032$28.5M0.07%––
Raymond James & Associates625,761$28.6M0.03%––
Royal Bank of Canada642,524$29.4M0.01%––
Rhumbline Advisers722,679$33.0M0.04%––
Goldman Sachs Group Inc768,790$35.1M0.01%––
Sumitomo Mitsui Trust Holdings, Inc.789,346$36.1M0.02%––
New York State Common Retirement Fund858,700$39.3M0.04%––
Invesco Ltd.890,419$40.7M0.01%––
Federated Hermes, Inc.903,202$41.3M0.08%––
Confluence Investment Management LLC959,730$43.9M0.62%––
Morgan Stanley962,483$44.0M0.01%––
Nuveen Asset Management, LLC979,712$44.8M0.01%––
Arrowstreet Capital, Limited Partnership1,072,055$49.0M0.07%––
Millennium Management LLC1,099,497$50.3M0.07%––
Charles Schwab Investment Management Inc1,126,968$51.5M0.02%––
Swiss National Bank1,140,600$52.1M0.03%––
Bank of America Corp1,149,940$52.6M0.01%––
UBS Asset Management Americas Inc1,270,425$58.1M0.03%––
Madison Asset Management, LLC1,395,255$63.8M0.89%––
Burgundy Asset Management Ltd.1,478,681$67.6M0.69%––
Dimensional Fund Advisors LP1,571,393$71.8M0.02%––
Legal & General Group Plc1,579,258$72.2M0.03%––
California Public Employees Retirement System1,855,069$84.8M0.06%––
Norges Bank2,232,747$102.1M0.02%––
Manufacturers Life Insurance Company, The2,272,360$103.9M0.09%––
Northern Trust Corp2,300,398$105.2M0.02%––
Bank of New York Mellon Corp2,412,725$110.3M0.02%––
Fenimore Asset Management Inc2,910,219$133.0M3.43%––
APG Asset Management N.V.3,563,160$138.6M0.24%––
Geode Capital Management, LLC3,137,215$143.4M0.02%––
NN Investment Partners Holdings N.V.3,881,232$177.4M1.04%––
Clarkston Capital Partners, LLC4,219,653$192.9M3.51%––
Price T Rowe Associates Inc5,426,866$248.1M0.02%––
Atlanta Capital Management Co L L C6,974,513$318.8M1.13%––
First Eagle Investment Management, LLC8,382,981$383.2M1.02%––
Principal Financial Group Inc8,791,068$401.8M0.28%––
State Street Corp9,213,607$421.2M0.02%––
Wells Fargo & Company9,987,839$456.5M0.11%––
Select Equity Group, L.P.14,730,245$673.3M2.46%––
Vanguard Group Inc24,518,020$1.12B0.03%––
BlackRock Inc.27,384,254$1.25B0.04%––
Longfellow Investment Management Co LLC5––––