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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 396,516 | $21.1M | 5.03% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 409,875 | $21.8M | 0.08% | −28,290−6.5% | Reduced |
| California State Teachers Retirement System | 410,458 | $21.8M | 0.03% | −13,220−3.1% | Reduced |
| ProShare Advisors LLC | 414,773 | $22.0M | 0.06% | +40,063+10.7% | Added |
| British Columbia Investment Management Corp | 417,399 | $22.2M | 0.14% | +53,057+14.6% | Added |
| Ameriprise Financial Inc | 426,473 | $22.7M | 0.01% | −18,709−4.2% | Reduced |
| Motley Fool Wealth Management, LLC | 447,039 | $23.8M | 1.00% | +107,905+31.8% | Added |
| Victory Capital Management Inc | 451,496 | $24.0M | 0.02% | −61,463−12.0% | Reduced |
| American International Group, Inc. | 459,641 | $24.4M | 0.10% | −10,581−2.3% | Reduced |
| UBS Group AG | 464,831 | $24.7M | 0.01% | +178,112+62.1% | Added |
| Deutsche Bank AG | 470,590 | $25.0M | 0.01% | −14,992−3.1% | Reduced |
| Renaissance Technologies LLC | 471,500 | $25.1M | 0.03% | −87,500−15.7% | Reduced |
| Natixis | 474,969 | $25.2M | 0.11% | +444,380+1,452.7% | Added |
| Barclays PLC | 492,022 | $26.1M | 0.02% | +143,150+41.0% | Added |
| Boston Trust Walden Corp | 492,103 | $26.2M | 0.23% | +31,677+6.9% | Added |
| Parametric Portfolio Associates LLC | 497,135 | $26.4M | 0.01% | +25,259+5.4% | Added |
| JPMorgan Chase & Co | 508,491 | $27.0M | 0.00% | +1,128+0.2% | Added |
| Tandem Investment Advisors, Inc. | 519,350 | $27.6M | 2.36% | −5,470−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 561,429 | $29.8M | 0.07% | −1,842−0.3% | Reduced |
| Retirement Systems of Alabama | 563,663 | $30.0M | 0.11% | −836−0.1% | Reduced |
| Credit Suisse AG | 581,983 | $31.1M | 0.02% | −4,773−0.8% | Reduced |
| Scout Investments, Inc. | 594,704 | $31.6M | 0.47% | −11,845−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 598,182 | $31.8M | 0.35% | +598,182 | New |
| PGGM Investments | 604,870 | $32.1M | 0.14% | −1,152−0.2% | Reduced |
| Boston Financial Mangement LLC | 624,828 | $33.2M | 1.34% | +11,412+1.9% | Added |
| Raymond James & Associates | 640,271 | $34.0M | 0.03% | +14,510+2.3% | Added |
| New York State Common Retirement Fund | 663,997 | $35.3M | 0.04% | −194,703−22.7% | Reduced |
| Royal Bank of Canada | 698,082 | $37.1M | 0.01% | +55,558+8.6% | Added |
| Goldman Sachs Group Inc | 703,642 | $37.4M | 0.01% | −65,148−8.5% | Reduced |
| Rhumbline Advisers | 714,216 | $38.0M | 0.05% | −8,463−1.2% | Reduced |
| Federated Hermes, Inc. | 716,814 | $38.1M | 0.07% | −186,388−20.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 745,074 | $39.6M | 0.02% | −44,272−5.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 757,315 | $40.2M | 0.41% | +752,450+15,466.6% | Added |
| Morgan Stanley | 799,902 | $42.5M | 0.01% | −162,581−16.9% | Reduced |
| Millennium Management LLC | 850,375 | $45.2M | 0.06% | −249,122−22.7% | Reduced |
| Invesco Ltd. | 867,850 | $46.1M | 0.01% | −22,569−2.5% | Reduced |
| Confluence Investment Management LLC | 965,298 | $51.3M | 0.68% | +5,568+0.6% | Added |
| Swiss National Bank | 977,775 | $52.0M | 0.03% | −162,825−14.3% | Reduced |
| Nuveen Asset Management, LLC | 992,549 | $52.7M | 0.02% | +12,837+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,142,871 | $60.7M | 0.07% | +70,816+6.6% | Added |
| Charles Schwab Investment Management Inc | 1,152,865 | $61.3M | 0.02% | +25,897+2.3% | Added |
| Bank of America Corp | 1,200,539 | $63.8M | 0.01% | +50,599+4.4% | Added |
| Balyasny Asset Management LLC | 1,210,103 | $64.3M | 0.35% | +843,401+230.0% | Added |
| Madison Asset Management, LLC | 1,385,143 | $73.6M | 0.99% | −10,112−0.7% | Reduced |
| Burgundy Asset Management Ltd. | 1,460,068 | $77.6M | 0.76% | −18,613−1.3% | Reduced |
| UBS Asset Management Americas Inc | 1,494,834 | $79.4M | 0.03% | +224,409+17.7% | Added |
| Dimensional Fund Advisors LP | 1,552,982 | $82.5M | 0.03% | −18,411−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,561,150 | $83.0M | 0.19% | +937,118+150.2% | Added |
| Legal & General Group Plc | 1,593,005 | $84.7M | 0.03% | +13,747+0.9% | Added |
| California Public Employees Retirement System | 1,836,800 | $97.6M | 0.07% | −18,269−1.0% | Reduced |
| Norges Bank | 2,139,092 | $113.7M | 0.02% | −93,655−4.2% | Reduced |
| Bank of New York Mellon Corp | 2,306,901 | $122.6M | 0.02% | −105,824−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 2,339,519 | $124.3M | 0.10% | +67,159+3.0% | Added |
| Northern Trust Corp | 2,367,881 | $125.8M | 0.02% | +67,483+2.9% | Added |
| Fenimore Asset Management Inc | 2,910,714 | $154.7M | 3.75% | +4950.0% | Added |
| APG Asset Management N.V. | 3,513,243 | $157.4M | 0.27% | −49,917−1.4% | Reduced |
| Geode Capital Management, LLC | 3,168,395 | $168.3M | 0.02% | +31,180+1.0% | Added |
| NN Investment Partners Holdings N.V. | 3,853,453 | $204.8M | 1.09% | −27,779−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 4,182,628 | $222.3M | 3.96% | −37,025−0.9% | Reduced |
| Price T Rowe Associates Inc | 5,489,760 | $291.7M | 0.03% | +62,894+1.2% | Added |
| Atlanta Capital Management Co L L C | 6,928,447 | $368.2M | 1.27% | −46,066−0.7% | Reduced |
| First Eagle Investment Management, LLC | 7,845,063 | $416.9M | 1.04% | −537,918−6.4% | Reduced |
| Principal Financial Group Inc | 8,724,830 | $463.6M | 0.30% | −66,238−0.8% | Reduced |
| Wells Fargo & Company | 9,779,130 | $519.7M | 0.12% | −208,709−2.1% | Reduced |
| State Street Corp | 9,850,805 | $523.5M | 0.03% | +637,198+6.9% | Added |
| Select Equity Group, L.P. | 16,387,355 | $870.8M | 2.98% | +1,657,110+11.2% | Added |
| Vanguard Group Inc | 24,915,275 | $1.32B | 0.03% | +397,255+1.6% | Added |
| BlackRock Inc. | 26,110,856 | $1.39B | 0.04% | −1,273,398−4.7% | Reduced |
| Sofos Investments, Inc. | 8 | – | – | −1−11.1% | Reduced |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −314,430−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −298,233−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −95,292−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −68,025−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −64,470−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −57,183−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,864−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −36,169−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,696−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,364−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,869−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −25,140−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −21,459−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,854−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −19,554−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −15,609−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14,218−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −14,055−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,116−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −11,870−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −9,069−100.0% | Sold out |
| Adams Chetwood Wealth Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,154−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,426−100.0% | Sold out |