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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 172,135 | $9.15M | 0.16% | −215−0.1% | Reduced |
| Andra AP-fonden | 170,700 | $9.07M | 0.19% | +5,100+3.1% | Added |
| BNP Paribas Arbitrage, SA | 166,188 | $8.83M | 0.02% | −89,507−35.0% | Reduced |
| Lountzis Asset Management, LLC | 165,666 | $8.80M | 5.37% | +585+0.4% | Added |
| CIBC Asset Management Inc | 158,170 | $8.40M | 0.03% | +6,529+4.3% | Added |
| Public Employees Retirement System of Ohio | 153,194 | $8.14M | 0.03% | +8,274+5.7% | Added |
| Bar Harbor Trust Services | 151,537 | $8.05M | 2.59% | −1,754−1.1% | Reduced |
| State of Tennessee, Treasury Department | 139,825 | $7.43M | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 128,570 | $7.31M | 0.04% | −2,165−1.7% | Reduced |
| Man Group plc | 136,764 | $7.27M | 0.03% | −2,272−1.6% | Reduced |
| Baird Financial Group, Inc. | 136,590 | $7.26M | 0.02% | +4,138+3.1% | Added |
| Virginia Retirement Systems Et Al | 134,600 | $7.15M | 0.07% | −275,500−67.2% | Reduced |
| Rafferty Asset Management, LLC | 132,778 | $7.06M | 0.04% | +13,996+11.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 131,200 | $6.97M | 0.06% | +3,400+2.7% | Added |
| Prana Capital Management, LP | 129,467 | $6.88M | 0.47% | +37,413+40.6% | Added |
| Bank of Nova Scotia | 128,986 | $6.85M | 0.01% | −73,624−36.3% | Reduced |
| Teacher Retirement System of Texas | 128,733 | $6.84M | 0.04% | −13,969−9.8% | Reduced |
| State of New Jersey Common Pension Fund D | 120,698 | $6.41M | 0.02% | −67,231−35.8% | Reduced |
| Crestline Management, LP | 116,484 | $6.35M | 0.55% | +116,484 | New |
| Mattern Capital Management, LLC | 118,334 | $6.29M | 1.24% | +4,117+3.6% | Added |
| State of Wisconsin Investment Board | 117,727 | $6.26M | 0.01% | −71,453−37.8% | Reduced |
| MetLife Investment Management | 116,891 | $6.21M | 0.05% | −4,048−3.3% | Reduced |
| Bridgewater Associates, LP | 116,815 | $6.21M | 0.04% | +25,830+28.4% | Added |
| D. E. Shaw & Co., Inc. | 116,604 | $6.20M | 0.01% | −50,577−30.3% | Reduced |
| Edgestream Partners, L.P. | 115,792 | $6.15M | 0.36% | +115,792 | New |
| Natixis Advisors, L.P. | 113,712 | $6.04M | 0.03% | +70,776+164.8% | Added |
| Tower Bridge Advisors | 113,553 | $6.03M | 0.40% | −400−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 112,585 | $5.98M | 0.03% | −36,881−24.7% | Reduced |
| Pictet Asset Management Ltd | 112,198 | $5.96M | 0.01% | +6,556+6.2% | Added |
| Marks Group Wealth Management, Inc | 109,293 | $5.81M | 0.80% | −4,169−3.7% | Reduced |
| Gateway Investment Advisers LLC | 108,461 | $5.76M | 0.06% | −61,155−36.1% | Reduced |
| Russell Investments Group, Ltd. | 106,676 | $5.67M | 0.01% | −37,187−25.8% | Reduced |
| Citadel Advisors LLC | 106,015 | $5.63M | 0.01% | +79,183+295.1% | Added |
| Running Oak Capital LLC | 105,133 | $5.59M | 3.10% | −9,605−8.4% | Reduced |
| Asset Management One Co.,Ltd. | 104,189 | $5.54M | 0.02% | −3,085−2.9% | Reduced |
| Thrivent Financial for Lutherans | 103,351 | $5.49M | 0.01% | −143−0.1% | Reduced |
| HSBC Holdings PLC | 102,337 | $5.44M | 0.01% | −78−0.1% | Reduced |
| Vaughan David Investments LLC | 100,000 | $5.31M | 0.17% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 98,435 | $5.23M | 0.00% | +6,496+7.1% | Added |
| Capitolis Advisors LLC | 91,863 | $4.88M | 0.06% | −47,037−33.9% | Reduced |
| Ameritas Investment Partners, Inc. | 89,075 | $4.73M | 0.17% | −1,043−1.2% | Reduced |
| Treasurer of the State of North Carolina | 85,061 | $4.52M | 0.03% | −1,390−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 84,879 | $4.51M | 0.00% | +4,882+6.1% | Added |
| Southeast Asset Advisors Inc. | 83,756 | $4.45M | 0.73% | +2,746+3.4% | Added |
| Oregon Public Employees Retirement Fund | 82,626 | $4.39M | 0.05% | −18,990−18.7% | Reduced |
| Park National Corp | 80,788 | $4.29M | 0.18% | −2,000−2.4% | Reduced |
| Three Peaks Capital Management, LLC | 79,733 | $4.24M | 1.31% | +1,248+1.6% | Added |
| Whittier Trust Co | 78,534 | $4.17M | 0.07% | +2,528+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 77,932 | $4.14M | 0.05% | −177−0.2% | Reduced |
| AQR Capital Management LLC | 77,806 | $4.13M | 0.01% | +876+1.1% | Added |
| Alberta Investment Management Corp | 77,500 | $4.12M | 0.03% | −29,100−27.3% | Reduced |
| Royal London Asset Management Ltd | 77,124 | $4.10M | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 76,260 | $4.05M | 0.02% | −2,407−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 73,502 | $3.93M | 0.01% | +273+0.4% | Added |
| Martingale Asset Management L P | 73,451 | $3.90M | 0.04% | −47,701−39.4% | Reduced |
| Franklin Resources Inc | 71,668 | $3.81M | 0.00% | +5,423+8.2% | Added |
| IronBridge Private Wealth, LLC | 71,510 | $3.80M | 2.36% | −6,973−8.9% | Reduced |
| LPL Financial LLC | 68,191 | $3.62M | 0.00% | +2,695+4.1% | Added |
| Arizona State Retirement System | 67,772 | $3.60M | 0.03% | −1,844−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 65,566 | $3.48M | 0.04% | −57,581−46.8% | Reduced |
| Nisa Investment Advisors, LLC | 62,900 | $3.34M | 0.02% | −37,200−37.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 60,779 | $3.23M | 0.02% | +3,504+6.1% | Added |
| Louisiana State Employees Retirement System | 60,700 | $3.23M | 0.08% | −100−0.2% | Reduced |
| Captrust Financial Advisors | 60,510 | $3.22M | 0.03% | −5,941−8.9% | Reduced |
| AE Wealth Management LLC | 59,804 | $3.18M | 0.03% | −1,123−1.8% | Reduced |
| Korea Investment CORP | 59,300 | $3.15M | 0.01% | −1,500−2.5% | Reduced |
| State of Michigan Retirement System | 58,992 | $3.13M | 0.02% | −27,700−32.0% | Reduced |
| Commonwealth Equity Services, LLC | 58,938 | $3.13M | 0.01% | +2,216+3.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 58,502 | $3.11M | 0.02% | +3,248+5.9% | Added |
| Coldstream Capital Management Inc | 56,752 | $3.02M | 0.12% | +29,639+109.3% | Added |
| Vident Investment Advisory, LLC | 56,265 | $2.99M | 0.09% | +13,120+30.4% | Added |
| Distillate Capital Partners LLC | 55,406 | $2.94M | 0.82% | +12,121+28.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,304 | $2.94M | 0.02% | +4,927+9.8% | Added |
| Great Lakes Advisors, LLC | 54,986 | $2.92M | 0.04% | −638−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 52,677 | $2.80M | 0.04% | +4,577+9.5% | Added |
| Nomura Asset Management Co Ltd | 51,831 | $2.75M | 0.02% | +3,900+8.1% | Added |
| Voya Investment Management LLC | 50,807 | $2.70M | 0.01% | +2,726+5.7% | Added |
| Caisse de Depot Et Placement du Quebec | 50,642 | $2.69M | 0.01% | +40,667+407.7% | Added |
| Tudor Investment Corp Et Al | 49,308 | $2.62M | 0.05% | −66,041−57.3% | Reduced |
| Leavell Investment Management, Inc. | 56,800 | $2.60M | 0.21% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 48,552 | $2.58M | 0.09% | +7,400+18.0% | Added |
| SG Americas Securities, LLC | 48,527 | $2.58M | 0.01% | −9,441−16.3% | Reduced |
| Gyon Technologies Capital Management, LP | 48,262 | $2.56M | 0.84% | +35,708+284.4% | Added |
| Ironwood Investment Counsel, LLC | 47,915 | $2.55M | 0.68% | −100−0.2% | Reduced |
| Brookfield Asset Management Inc. | 46,699 | $2.48M | 0.01% | +46,699 | New |
| Point72 Asset Management, L.P. | 45,300 | $2.41M | 0.01% | +45,300 | New |
| Utah Retirement Systems | 45,036 | $2.39M | 0.03% | −100−0.2% | Reduced |
| Truist Financial Corp | 45,007 | $2.39M | 0.00% | −4,465−9.0% | Reduced |
| Metropolitan Life Insurance Co | 44,874 | $2.38M | 0.03% | −89−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,208 | $2.35M | 0.01% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 44,137 | $2.35M | 0.01% | −18,409−29.4% | Reduced |
| MUFG Securities EMEA plc | 43,000 | $2.29M | 0.02% | −191,300−81.6% | Reduced |
| Henshaw Capital LLC | 42,869 | $2.28M | 0.14% | +12,404+40.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,489 | $2.26M | 0.00% | +2,099+5.2% | Added |
| Independent Advisor Alliance | 41,723 | $2.22M | 0.12% | +134+0.3% | Added |
| Terry L. Blaker | 40,284 | $2.14M | 0.14% | −876−2.1% | Reduced |
| Handelsbanken Fonder AB | 39,834 | $2.12M | 0.01% | −2,500−5.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,961 | $2.07M | 0.04% | −94−0.2% | Reduced |
| Employees Retirement System of Texas | 38,600 | $2.05M | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 36,669 | $1.95M | 0.03% | +4,307+13.3% | Added |