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, Q3 2021
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 518
- +55 vs. Q2 2021
- Shares held
- 205.0M
- +4.06M (+2.0%) vs. Q2 2021
- Total value
- $11.3B
- +$687.7M (+6.5%) vs. Q2 2021
- New holders
- 86
- 174 more added
- Sold out
- 31
- 160 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,000,459 | $1.55B | 0.04% | +3,085,184+12.4% | Added |
| BlackRock Inc. | 19,435,457 | $1.08B | 0.03% | −6,675,399−25.6% | Reduced |
| Select Equity Group, L.P. | 17,985,344 | $997.3M | 3.35% | +1,597,989+9.8% | Added |
| State Street Corp | 11,949,554 | $662.6M | 0.04% | +2,098,749+21.3% | Added |
| Wells Fargo & Company | 9,843,682 | $545.8M | 0.12% | +64,552+0.7% | Added |
| Principal Financial Group Inc | 8,028,722 | $445.2M | 0.29% | −696,108−8.0% | Reduced |
| First Eagle Investment Management, LLC | 7,329,996 | $406.4M | 1.04% | −515,067−6.6% | Reduced |
| Atlanta Capital Management Co L L C | 6,886,786 | $381.9M | 1.36% | −41,661−0.6% | Reduced |
| Price T Rowe Associates Inc | 5,827,852 | $323.2M | 0.03% | +338,092+6.2% | Added |
| Geode Capital Management, LLC | 4,468,048 | $247.3M | 0.03% | +1,299,653+41.0% | Added |
| Clarkston Capital Partners, LLC | 4,159,610 | $230.7M | 4.15% | −23,018−0.6% | Reduced |
| NN Investment Partners Holdings N.V. | 3,641,358 | $201.9M | 1.11% | −212,095−5.5% | Reduced |
| APG Asset Management N.V. | 4,188,143 | $200.4M | 0.36% | +674,900+19.2% | Added |
| Fenimore Asset Management Inc | 2,900,687 | $160.8M | 3.95% | −10,027−0.3% | Reduced |
| Northern Trust Corp | 2,560,884 | $142.0M | 0.03% | +193,003+8.2% | Added |
| Invesco Ltd. | 2,130,779 | $118.2M | 0.03% | +1,262,929+145.5% | Added |
| Manufacturers Life Insurance Company, The | 2,127,440 | $118.0M | 0.10% | −212,079−9.1% | Reduced |
| Norges Bank | 2,103,441 | $116.6M | 0.03% | −35,651−1.7% | Reduced |
| California Public Employees Retirement System | 1,841,261 | $102.1M | 0.08% | +4,461+0.2% | Added |
| Bank of New York Mellon Corp | 1,722,080 | $95.5M | 0.02% | −584,821−25.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,594,656 | $88.4M | 0.21% | +33,506+2.1% | Added |
| Dimensional Fund Advisors LP | 1,593,419 | $88.4M | 0.03% | +40,437+2.6% | Added |
| Charles Schwab Investment Management Inc | 1,593,457 | $88.4M | 0.03% | +440,592+38.2% | Added |
| Legal & General Group Plc | 1,514,725 | $84.0M | 0.03% | −78,280−4.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,487,415 | $82.5M | 0.10% | +344,544+30.1% | Added |
| Burgundy Asset Management Ltd. | 1,446,806 | $80.2M | 0.79% | −13,262−0.9% | Reduced |
| Bank of America Corp | 1,441,249 | $79.9M | 0.01% | +240,710+20.1% | Added |
| Morgan Stanley | 1,404,074 | $77.9M | 0.01% | +604,172+75.5% | Added |
| Madison Asset Management, LLC | 1,383,707 | $76.7M | 1.06% | −1,436−0.1% | Reduced |
| Millennium Management LLC | 1,294,660 | $71.8M | 0.09% | +444,285+52.2% | Added |
| Balyasny Asset Management LLC | 1,256,502 | $69.7M | 0.33% | +46,399+3.8% | Added |
| UBS Asset Management Americas Inc | 1,097,334 | $60.8M | 0.03% | −397,500−26.6% | Reduced |
| Swiss National Bank | 947,275 | $52.5M | 0.03% | −30,500−3.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 937,840 | $52.0M | 0.53% | +180,525+23.8% | Added |
| Nuveen Asset Management, LLC | 937,269 | $52.0M | 0.02% | −55,280−5.6% | Reduced |
| Confluence Investment Management LLC | 848,705 | $47.1M | 0.66% | −116,593−12.1% | Reduced |
| Royal Bank of Canada | 774,492 | $42.9M | 0.01% | +76,410+10.9% | Added |
| Robeco Institutional Asset Management B.V. | 767,015 | $42.5M | 0.09% | +205,586+36.6% | Added |
| Barclays PLC | 741,091 | $41.1M | 0.03% | +249,069+50.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 706,836 | $39.2M | 0.02% | −38,238−5.1% | Reduced |
| Scout Investments, Inc. | 696,699 | $38.6M | 0.58% | +101,995+17.2% | Added |
| Federated Hermes, Inc. | 667,922 | $37.0M | 0.07% | −48,892−6.8% | Reduced |
| Raymond James & Associates | 638,718 | $35.4M | 0.03% | −1,553−0.2% | Reduced |
| Deutsche Bank AG | 632,695 | $35.1M | 0.02% | +162,105+34.4% | Added |
| Boston Financial Mangement LLC | 631,786 | $35.0M | 1.43% | +6,958+1.1% | Added |
| Boston Trust Walden Corp | 617,515 | $34.2M | 0.30% | +125,412+25.5% | Added |
| PGGM Investments | 607,851 | $33.7M | 0.17% | +2,981+0.5% | Added |
| Tandem Investment Advisors, Inc. | 603,705 | $33.5M | 2.74% | +84,355+16.2% | Added |
| New York State Common Retirement Fund | 589,197 | $32.7M | 0.03% | −74,800−11.3% | Reduced |
| Credit Suisse AG | 572,724 | $31.8M | 0.03% | −9,259−1.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 568,513 | $31.5M | 0.07% | +517,871+1,022.6% | Added |
| Goldman Sachs Group Inc | 522,060 | $28.9M | 0.01% | −181,582−25.8% | Reduced |
| AXA S.A. | 505,918 | $28.1M | 0.08% | +170,518+50.8% | Added |
| Parametric Portfolio Associates LLC | 478,353 | $26.5M | 0.02% | −18,782−3.8% | Reduced |
| Point72 Asset Management, L.P. | 470,208 | $26.1M | 0.12% | +424,908+938.0% | Added |
| Rhumbline Advisers | 459,920 | $25.5M | 0.03% | −254,296−35.6% | Reduced |
| Snyder Capital Management L P | 450,173 | $25.0M | 0.66% | +61,232+15.7% | Added |
| Motley Fool Wealth Management, LLC | 440,708 | $24.4M | 1.06% | −6,331−1.4% | Reduced |
| Renaissance Technologies LLC | 431,800 | $23.9M | 0.03% | −39,700−8.4% | Reduced |
| British Columbia Investment Management Corp | 417,375 | $23.1M | 0.14% | −240.0% | Reduced |
| Diamond Hill Capital Management Inc | 410,034 | $22.7M | 0.09% | +1590.0% | Added |
| California State Teachers Retirement System | 408,868 | $22.7M | 0.03% | −1,590−0.4% | Reduced |
| Bank of Montreal | 389,198 | $22.5M | 0.01% | +145,451+59.7% | Added |
| Edgestream Partners, L.P. | 398,772 | $22.1M | 1.37% | +282,980+244.4% | Added |
| Summit Wealth Partners, LLC | 394,322 | $21.9M | 5.16% | −2,194−0.6% | Reduced |
| Prospector Partners LLC | 355,430 | $19.7M | 2.53% | −8,600−2.4% | Reduced |
| Amundi | 355,068 | $19.7M | 0.01% | +67,757+23.6% | Added |
| KBC Group NV | 354,691 | $19.7M | 0.07% | +132,812+59.9% | Added |
| Citigroup Inc | 352,692 | $19.6M | 0.02% | +43,494+14.1% | Added |
| JPMorgan Chase & Co | 349,895 | $19.4M | 0.00% | −158,596−31.2% | Reduced |
| Philo Smith Capital Corp | 325,450 | $18.0M | 7.74% | +325,450 | New |
| Janus Henderson Group PLC | 325,375 | $18.0M | 0.01% | −68,176−17.3% | Reduced |
| Alliancebernstein L.P. | 317,436 | $17.6M | 0.01% | −64,594−16.9% | Reduced |
| Ergoteles LLC | 306,074 | $17.0M | 0.62% | +297,289+3,384.1% | Added |
| Victory Capital Management Inc | 298,352 | $16.5M | 0.02% | −153,144−33.9% | Reduced |
| State Board of Administration of Florida Retirement System | 290,413 | $16.1M | 0.03% | −14,488−4.8% | Reduced |
| Prana Capital Management, LP | 284,279 | $15.8M | 1.39% | +154,812+119.6% | Added |
| Stifel Financial Corp | 283,109 | $15.7M | 0.02% | +96,909+52.0% | Added |
| New York State Teachers Retirement System | 272,613 | $15.1M | 0.03% | +9,177+3.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 269,074 | $14.9M | 0.03% | −1,992−0.7% | Reduced |
| Schroder Investment Management Group | 260,154 | $14.4M | 0.02% | −113,915−30.5% | Reduced |
| BNP Paribas Arbitrage, SA | 248,955 | $13.8M | 0.03% | +82,767+49.8% | Added |
| TD Asset Management Inc | 247,235 | $13.7M | 0.01% | +20,400+9.0% | Added |
| Federation des caisses Desjardins du Quebec | 246,996 | $13.7M | 0.14% | +14,923+6.4% | Added |
| DekaBank Deutsche Girozentrale | 238,582 | $13.4M | 0.04% | +5,349+2.3% | Added |
| Schwartz Investment Counsel Inc | 239,700 | $13.3M | 0.55% | +30,000+14.3% | Added |
| Pictet Asset Management SA | 231,406 | $12.8M | 0.01% | +231,406 | New |
| UBS Group AG | 223,124 | $12.4M | 0.01% | −241,707−52.0% | Reduced |
| Citadel Advisors LLC | 222,469 | $12.3M | 0.01% | +116,454+109.8% | Added |
| FMR LLC | 219,161 | $12.2M | 0.00% | −1,517−0.7% | Reduced |
| FIL Ltd | 217,635 | $12.1M | 0.01% | −25,651−10.5% | Reduced |
| Voloridge Investment Management, LLC | 215,807 | $12.0M | 0.08% | −26,776−11.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 203,300 | $11.3M | 0.02% | +203,300 | New |
| Motley Fool Asset Management LLC | 200,000 | $11.1M | 0.72% | 00.0% | Unchanged |
| HRT Financial LP | 199,951 | $11.1M | 0.07% | +199,951 | New |
| Andra AP-fonden | 198,800 | $11.0M | 0.23% | +28,100+16.5% | Added |
| Cubist Systematic Strategies, LLC | 196,128 | $10.9M | 0.14% | +130,562+199.1% | Added |
| Prudential Financial Inc | 192,158 | $10.8M | 0.02% | +167,084+666.4% | Added |
| Great West Life Assurance Co | 177,513 | $9.91M | 0.02% | −86,346−32.7% | Reduced |
| Worldquant Millennium Advisors LLC | 178,063 | $9.87M | 0.22% | +161,963+1,006.0% | Added |