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, Q2 2021
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 470
- +13 vs. Q1 2021
- Shares held
- 201.5M
- +2.12M (+1.1%) vs. Q1 2021
- Total value
- $10.7B
- +$1.59B (+17.5%) vs. Q1 2021
- New holders
- 58
- 141 more added
- Sold out
- 45
- 179 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 26,110,856 | $1.39B | 0.04% | −1,273,398−4.7% | Reduced |
| Vanguard Group Inc | 24,915,275 | $1.32B | 0.03% | +397,255+1.6% | Added |
| Select Equity Group, L.P. | 16,387,355 | $870.8M | 2.98% | +1,657,110+11.2% | Added |
| State Street Corp | 9,850,805 | $523.5M | 0.03% | +637,198+6.9% | Added |
| Wells Fargo & Company | 9,779,130 | $519.7M | 0.12% | −208,709−2.1% | Reduced |
| Principal Financial Group Inc | 8,724,830 | $463.6M | 0.30% | −66,238−0.8% | Reduced |
| First Eagle Investment Management, LLC | 7,845,063 | $416.9M | 1.04% | −537,918−6.4% | Reduced |
| Atlanta Capital Management Co L L C | 6,928,447 | $368.2M | 1.27% | −46,066−0.7% | Reduced |
| Price T Rowe Associates Inc | 5,489,760 | $291.7M | 0.03% | +62,894+1.2% | Added |
| Clarkston Capital Partners, LLC | 4,182,628 | $222.3M | 3.96% | −37,025−0.9% | Reduced |
| NN Investment Partners Holdings N.V. | 3,853,453 | $204.8M | 1.09% | −27,779−0.7% | Reduced |
| Geode Capital Management, LLC | 3,168,395 | $168.3M | 0.02% | +31,180+1.0% | Added |
| APG Asset Management N.V. | 3,513,243 | $157.4M | 0.27% | −49,917−1.4% | Reduced |
| Fenimore Asset Management Inc | 2,910,714 | $154.7M | 3.75% | +4950.0% | Added |
| Northern Trust Corp | 2,367,881 | $125.8M | 0.02% | +67,483+2.9% | Added |
| Manufacturers Life Insurance Company, The | 2,339,519 | $124.3M | 0.10% | +67,159+3.0% | Added |
| Bank of New York Mellon Corp | 2,306,901 | $122.6M | 0.02% | −105,824−4.4% | Reduced |
| Norges Bank | 2,139,092 | $113.7M | 0.02% | −93,655−4.2% | Reduced |
| California Public Employees Retirement System | 1,836,800 | $97.6M | 0.07% | −18,269−1.0% | Reduced |
| Legal & General Group Plc | 1,593,005 | $84.7M | 0.03% | +13,747+0.9% | Added |
| CIBC Private Wealth Group, LLC | 1,561,150 | $83.0M | 0.19% | +937,118+150.2% | Added |
| Dimensional Fund Advisors LP | 1,552,982 | $82.5M | 0.03% | −18,411−1.2% | Reduced |
| UBS Asset Management Americas Inc | 1,494,834 | $79.4M | 0.03% | +224,409+17.7% | Added |
| Burgundy Asset Management Ltd. | 1,460,068 | $77.6M | 0.76% | −18,613−1.3% | Reduced |
| Madison Asset Management, LLC | 1,385,143 | $73.6M | 0.99% | −10,112−0.7% | Reduced |
| Balyasny Asset Management LLC | 1,210,103 | $64.3M | 0.35% | +843,401+230.0% | Added |
| Bank of America Corp | 1,200,539 | $63.8M | 0.01% | +50,599+4.4% | Added |
| Charles Schwab Investment Management Inc | 1,152,865 | $61.3M | 0.02% | +25,897+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,142,871 | $60.7M | 0.07% | +70,816+6.6% | Added |
| Nuveen Asset Management, LLC | 992,549 | $52.7M | 0.02% | +12,837+1.3% | Added |
| Swiss National Bank | 977,775 | $52.0M | 0.03% | −162,825−14.3% | Reduced |
| Confluence Investment Management LLC | 965,298 | $51.3M | 0.68% | +5,568+0.6% | Added |
| Invesco Ltd. | 867,850 | $46.1M | 0.01% | −22,569−2.5% | Reduced |
| Millennium Management LLC | 850,375 | $45.2M | 0.06% | −249,122−22.7% | Reduced |
| Morgan Stanley | 799,902 | $42.5M | 0.01% | −162,581−16.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 757,315 | $40.2M | 0.41% | +752,450+15,466.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 745,074 | $39.6M | 0.02% | −44,272−5.6% | Reduced |
| Federated Hermes, Inc. | 716,814 | $38.1M | 0.07% | −186,388−20.6% | Reduced |
| Rhumbline Advisers | 714,216 | $38.0M | 0.05% | −8,463−1.2% | Reduced |
| Goldman Sachs Group Inc | 703,642 | $37.4M | 0.01% | −65,148−8.5% | Reduced |
| Royal Bank of Canada | 698,082 | $37.1M | 0.01% | +55,558+8.6% | Added |
| New York State Common Retirement Fund | 663,997 | $35.3M | 0.04% | −194,703−22.7% | Reduced |
| Raymond James & Associates | 640,271 | $34.0M | 0.03% | +14,510+2.3% | Added |
| Boston Financial Mangement LLC | 624,828 | $33.2M | 1.34% | +11,412+1.9% | Added |
| PGGM Investments | 604,870 | $32.1M | 0.14% | −1,152−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 598,182 | $31.8M | 0.35% | +598,182 | New |
| Scout Investments, Inc. | 594,704 | $31.6M | 0.47% | −11,845−2.0% | Reduced |
| Credit Suisse AG | 581,983 | $31.1M | 0.02% | −4,773−0.8% | Reduced |
| Retirement Systems of Alabama | 563,663 | $30.0M | 0.11% | −836−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 561,429 | $29.8M | 0.07% | −1,842−0.3% | Reduced |
| Tandem Investment Advisors, Inc. | 519,350 | $27.6M | 2.36% | −5,470−1.0% | Reduced |
| JPMorgan Chase & Co | 508,491 | $27.0M | 0.00% | +1,128+0.2% | Added |
| Parametric Portfolio Associates LLC | 497,135 | $26.4M | 0.01% | +25,259+5.4% | Added |
| Boston Trust Walden Corp | 492,103 | $26.2M | 0.23% | +31,677+6.9% | Added |
| Barclays PLC | 492,022 | $26.1M | 0.02% | +143,150+41.0% | Added |
| Natixis | 474,969 | $25.2M | 0.11% | +444,380+1,452.7% | Added |
| Renaissance Technologies LLC | 471,500 | $25.1M | 0.03% | −87,500−15.7% | Reduced |
| Deutsche Bank AG | 470,590 | $25.0M | 0.01% | −14,992−3.1% | Reduced |
| UBS Group AG | 464,831 | $24.7M | 0.01% | +178,112+62.1% | Added |
| American International Group, Inc. | 459,641 | $24.4M | 0.10% | −10,581−2.3% | Reduced |
| Victory Capital Management Inc | 451,496 | $24.0M | 0.02% | −61,463−12.0% | Reduced |
| Motley Fool Wealth Management, LLC | 447,039 | $23.8M | 1.00% | +107,905+31.8% | Added |
| Ameriprise Financial Inc | 426,473 | $22.7M | 0.01% | −18,709−4.2% | Reduced |
| British Columbia Investment Management Corp | 417,399 | $22.2M | 0.14% | +53,057+14.6% | Added |
| ProShare Advisors LLC | 414,773 | $22.0M | 0.06% | +40,063+10.7% | Added |
| California State Teachers Retirement System | 410,458 | $21.8M | 0.03% | −13,220−3.1% | Reduced |
| Diamond Hill Capital Management Inc | 409,875 | $21.8M | 0.08% | −28,290−6.5% | Reduced |
| Summit Wealth Partners, LLC | 396,516 | $21.1M | 5.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 393,551 | $20.9M | 0.01% | −1,325−0.3% | Reduced |
| Snyder Capital Management L P | 388,941 | $20.7M | 0.58% | −43,600−10.1% | Reduced |
| Alliancebernstein L.P. | 382,030 | $20.3M | 0.01% | −21,099−5.2% | Reduced |
| Schroder Investment Management Group | 374,069 | $19.9M | 0.02% | +130,390+53.5% | Added |
| Prospector Partners LLC | 364,030 | $19.3M | 2.44% | −2,400−0.7% | Reduced |
| AXA S.A. | 335,400 | $17.8M | 0.05% | +23,500+7.5% | Added |
| PhiloSmith Capital Corp | 325,450 | $17.3M | 7.63% | 00.0% | Unchanged |
| Citigroup Inc | 309,198 | $16.4M | 0.01% | +18,341+6.3% | Added |
| State Board of Administration of Florida Retirement System | 304,901 | $16.2M | 0.03% | −6,023−1.9% | Reduced |
| Amundi | 287,311 | $15.3M | 0.01% | +287,311 | New |
| Mitsubishi UFJ Trust & Banking Corp | 271,066 | $14.4M | 0.03% | −68,150−20.1% | Reduced |
| Great West Life Assurance Co | 263,859 | $14.0M | 0.03% | −103,059−28.1% | Reduced |
| New York State Teachers Retirement System | 263,436 | $14.0M | 0.03% | −34,000−11.4% | Reduced |
| Bank of Montreal | 243,747 | $13.1M | 0.01% | +4,725+2.0% | Added |
| FIL Ltd | 243,286 | $12.9M | 0.01% | +8,725+3.7% | Added |
| Voloridge Investment Management, LLC | 242,583 | $12.9M | 0.09% | −46,480−16.1% | Reduced |
| DekaBank Deutsche Girozentrale | 233,233 | $12.4M | 0.04% | −14,983−6.0% | Reduced |
| TD Asset Management Inc | 226,835 | $12.3M | 0.01% | −63,678−21.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 232,073 | $12.3M | 0.12% | −1,770−0.8% | Reduced |
| KBC Group NV | 221,879 | $11.8M | 0.04% | −15,788−6.6% | Reduced |
| FMR LLC | 220,678 | $11.7M | 0.00% | −39,372−15.1% | Reduced |
| Ensign Peak Advisors, Inc | 219,680 | $11.7M | 0.02% | −7,855−3.5% | Reduced |
| Mutual of America Capital Management LLC | 216,610 | $11.5M | 0.11% | −6,506−2.9% | Reduced |
| Gillson Capital LP | 211,271 | $11.2M | 1.05% | +211,271 | New |
| Schwartz Investment Counsel Inc | 209,700 | $11.1M | 0.45% | +209,700 | New |
| Lazard Asset Management LLC | 205,139 | $10.9M | 0.01% | −6,240−3.0% | Reduced |
| First Trust Advisors LP | 201,279 | $10.7M | 0.01% | −45,327−18.4% | Reduced |
| Motley Fool Asset Management LLC | 200,000 | $10.6M | 0.70% | 00.0% | Unchanged |
| Stifel Financial Corp | 186,200 | $9.89M | 0.01% | +2,072+1.1% | Added |
| Amalgamated Bank | 185,510 | $9.86M | 0.08% | +155,238+512.8% | Added |
| Texas Permanent School Fund | 174,333 | $9.26M | 0.11% | −587−0.3% | Reduced |
| Wellington Management Group LLP | 173,672 | $9.23M | 0.00% | +83,653+92.9% | Added |