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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 58,938 | $3.13M | 0.01% | +2,216+3.9% | Added |
| State of Michigan Retirement System | 58,992 | $3.13M | 0.02% | −27,700−32.0% | Reduced |
| Korea Investment CORP | 59,300 | $3.15M | 0.01% | −1,500−2.5% | Reduced |
| AE Wealth Management LLC | 59,804 | $3.18M | 0.03% | −1,123−1.8% | Reduced |
| Captrust Financial Advisors | 60,510 | $3.22M | 0.03% | −5,941−8.9% | Reduced |
| Louisiana State Employees Retirement System | 60,700 | $3.23M | 0.08% | −100−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 60,779 | $3.23M | 0.02% | +3,504+6.1% | Added |
| Nisa Investment Advisors, LLC | 62,900 | $3.34M | 0.02% | −37,200−37.2% | Reduced |
| Cubist Systematic Strategies, LLC | 65,566 | $3.48M | 0.04% | −57,581−46.8% | Reduced |
| Arizona State Retirement System | 67,772 | $3.60M | 0.03% | −1,844−2.6% | Reduced |
| LPL Financial LLC | 68,191 | $3.62M | 0.00% | +2,695+4.1% | Added |
| IronBridge Private Wealth, LLC | 71,510 | $3.80M | 2.36% | −6,973−8.9% | Reduced |
| Franklin Resources Inc | 71,668 | $3.81M | 0.00% | +5,423+8.2% | Added |
| Martingale Asset Management L P | 73,451 | $3.90M | 0.04% | −47,701−39.4% | Reduced |
| Advisor Group Holdings, Inc. | 73,502 | $3.93M | 0.01% | +273+0.4% | Added |
| Aviva PLC | 76,260 | $4.05M | 0.02% | −2,407−3.1% | Reduced |
| Royal London Asset Management Ltd | 77,124 | $4.10M | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 77,500 | $4.12M | 0.03% | −29,100−27.3% | Reduced |
| AQR Capital Management LLC | 77,806 | $4.13M | 0.01% | +876+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 77,932 | $4.14M | 0.05% | −177−0.2% | Reduced |
| Whittier Trust Co | 78,534 | $4.17M | 0.07% | +2,528+3.3% | Added |
| Three Peaks Capital Management, LLC | 79,733 | $4.24M | 1.31% | +1,248+1.6% | Added |
| Park National Corp | 80,788 | $4.29M | 0.18% | −2,000−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 82,626 | $4.39M | 0.05% | −18,990−18.7% | Reduced |
| Southeast Asset Advisors Inc. | 83,756 | $4.45M | 0.73% | +2,746+3.4% | Added |
| The PNC Financial Services Group, Inc. | 84,879 | $4.51M | 0.00% | +4,882+6.1% | Added |
| Treasurer of the State of North Carolina | 85,061 | $4.52M | 0.03% | −1,390−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 89,075 | $4.73M | 0.17% | −1,043−1.2% | Reduced |
| Capitolis Advisors LLC | 91,863 | $4.88M | 0.06% | −47,037−33.9% | Reduced |
| Envestnet Asset Management Inc | 98,435 | $5.23M | 0.00% | +6,496+7.1% | Added |
| Vaughan David Investments LLC | 100,000 | $5.31M | 0.17% | 00.0% | Unchanged |
| HSBC Holdings PLC | 102,337 | $5.44M | 0.01% | −78−0.1% | Reduced |
| Thrivent Financial for Lutherans | 103,351 | $5.49M | 0.01% | −143−0.1% | Reduced |
| Asset Management One Co.,Ltd. | 104,189 | $5.54M | 0.02% | −3,085−2.9% | Reduced |
| Running Oak Capital LLC | 105,133 | $5.59M | 3.10% | −9,605−8.4% | Reduced |
| Citadel Advisors LLC | 106,015 | $5.63M | 0.01% | +79,183+295.1% | Added |
| Russell Investments Group, Ltd. | 106,676 | $5.67M | 0.01% | −37,187−25.8% | Reduced |
| Gateway Investment Advisers LLC | 108,461 | $5.76M | 0.06% | −61,155−36.1% | Reduced |
| Marks Group Wealth Management, Inc | 109,293 | $5.81M | 0.80% | −4,169−3.7% | Reduced |
| Pictet Asset Management Ltd | 112,198 | $5.96M | 0.01% | +6,556+6.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 112,585 | $5.98M | 0.03% | −36,881−24.7% | Reduced |
| Tower Bridge Advisors | 113,553 | $6.03M | 0.40% | −400−0.4% | Reduced |
| Natixis Advisors, L.P. | 113,712 | $6.04M | 0.03% | +70,776+164.8% | Added |
| Edgestream Partners, L.P. | 115,792 | $6.15M | 0.36% | +115,792 | New |
| D. E. Shaw & Co., Inc. | 116,604 | $6.20M | 0.01% | −50,577−30.3% | Reduced |
| Bridgewater Associates, LP | 116,815 | $6.21M | 0.04% | +25,830+28.4% | Added |
| MetLife Investment Management | 116,891 | $6.21M | 0.05% | −4,048−3.3% | Reduced |
| State of Wisconsin Investment Board | 117,727 | $6.26M | 0.01% | −71,453−37.8% | Reduced |
| Mattern Capital Management, LLC | 118,334 | $6.29M | 1.24% | +4,117+3.6% | Added |
| Crestline Management, LP | 116,484 | $6.35M | 0.55% | +116,484 | New |
| State of New Jersey Common Pension Fund D | 120,698 | $6.41M | 0.02% | −67,231−35.8% | Reduced |
| Teacher Retirement System of Texas | 128,733 | $6.84M | 0.04% | −13,969−9.8% | Reduced |
| Bank of Nova Scotia | 128,986 | $6.85M | 0.01% | −73,624−36.3% | Reduced |
| Prana Capital Management, LP | 129,467 | $6.88M | 0.47% | +37,413+40.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 131,200 | $6.97M | 0.06% | +3,400+2.7% | Added |
| Rafferty Asset Management, LLC | 132,778 | $7.06M | 0.04% | +13,996+11.8% | Added |
| Virginia Retirement Systems Et Al | 134,600 | $7.15M | 0.07% | −275,500−67.2% | Reduced |
| Baird Financial Group, Inc. | 136,590 | $7.26M | 0.02% | +4,138+3.1% | Added |
| Man Group plc | 136,764 | $7.27M | 0.03% | −2,272−1.6% | Reduced |
| Comerica Bank | 128,570 | $7.31M | 0.04% | −2,165−1.7% | Reduced |
| State of Tennessee, Treasury Department | 139,825 | $7.43M | 0.03% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 151,537 | $8.05M | 2.59% | −1,754−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 153,194 | $8.14M | 0.03% | +8,274+5.7% | Added |
| CIBC Asset Management Inc | 158,170 | $8.40M | 0.03% | +6,529+4.3% | Added |
| Lountzis Asset Management, LLC | 165,666 | $8.80M | 5.37% | +585+0.4% | Added |
| BNP Paribas Arbitrage, SA | 166,188 | $8.83M | 0.02% | −89,507−35.0% | Reduced |
| Andra AP-fonden | 170,700 | $9.07M | 0.19% | +5,100+3.1% | Added |
| Nicholas Company, Inc. | 172,135 | $9.15M | 0.16% | −215−0.1% | Reduced |
| Wellington Management Group LLP | 173,672 | $9.23M | 0.00% | +83,653+92.9% | Added |
| Texas Permanent School Fund | 174,333 | $9.26M | 0.11% | −587−0.3% | Reduced |
| Amalgamated Bank | 185,510 | $9.86M | 0.08% | +155,238+512.8% | Added |
| Stifel Financial Corp | 186,200 | $9.89M | 0.01% | +2,072+1.1% | Added |
| Motley Fool Asset Management LLC | 200,000 | $10.6M | 0.70% | 00.0% | Unchanged |
| First Trust Advisors LP | 201,279 | $10.7M | 0.01% | −45,327−18.4% | Reduced |
| Lazard Asset Management LLC | 205,139 | $10.9M | 0.01% | −6,240−3.0% | Reduced |
| Schwartz Investment Counsel Inc | 209,700 | $11.1M | 0.45% | +209,700 | New |
| Gillson Capital LP | 211,271 | $11.2M | 1.05% | +211,271 | New |
| Mutual of America Capital Management LLC | 216,610 | $11.5M | 0.11% | −6,506−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 219,680 | $11.7M | 0.02% | −7,855−3.5% | Reduced |
| FMR LLC | 220,678 | $11.7M | 0.00% | −39,372−15.1% | Reduced |
| KBC Group NV | 221,879 | $11.8M | 0.04% | −15,788−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 232,073 | $12.3M | 0.12% | −1,770−0.8% | Reduced |
| TD Asset Management Inc | 226,835 | $12.3M | 0.01% | −63,678−21.9% | Reduced |
| DekaBank Deutsche Girozentrale | 233,233 | $12.4M | 0.04% | −14,983−6.0% | Reduced |
| Voloridge Investment Management, LLC | 242,583 | $12.9M | 0.09% | −46,480−16.1% | Reduced |
| FIL Ltd | 243,286 | $12.9M | 0.01% | +8,725+3.7% | Added |
| Bank of Montreal | 243,747 | $13.1M | 0.01% | +4,725+2.0% | Added |
| New York State Teachers Retirement System | 263,436 | $14.0M | 0.03% | −34,000−11.4% | Reduced |
| Great West Life Assurance Co | 263,859 | $14.0M | 0.03% | −103,059−28.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 271,066 | $14.4M | 0.03% | −68,150−20.1% | Reduced |
| Amundi | 287,311 | $15.3M | 0.01% | +287,311 | New |
| State Board of Administration of Florida Retirement System | 304,901 | $16.2M | 0.03% | −6,023−1.9% | Reduced |
| Citigroup Inc | 309,198 | $16.4M | 0.01% | +18,341+6.3% | Added |
| PhiloSmith Capital Corp | 325,450 | $17.3M | 7.63% | 00.0% | Unchanged |
| AXA S.A. | 335,400 | $17.8M | 0.05% | +23,500+7.5% | Added |
| Prospector Partners LLC | 364,030 | $19.3M | 2.44% | −2,400−0.7% | Reduced |
| Schroder Investment Management Group | 374,069 | $19.9M | 0.02% | +130,390+53.5% | Added |
| Alliancebernstein L.P. | 382,030 | $20.3M | 0.01% | −21,099−5.2% | Reduced |
| Snyder Capital Management L P | 388,941 | $20.7M | 0.58% | −43,600−10.1% | Reduced |
| Janus Henderson Group PLC | 393,551 | $20.9M | 0.01% | −1,325−0.3% | Reduced |