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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.

Q3 2021 vs. Q2 2021

How the institutions holding Brown & Brown, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of BRO: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders4707518+55
Shares201.5M573.1K205.0M+4.06M (+2.0%)
Value$10.7B$30.5M$11.3B+$687.7M (+6.5%)

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Brown & Brown, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to BRO in Q3 2021
InstitutionSharesValue% of portfolio
Philo Smith Capital Corp325,450$18.0M7.74%
Pictet Asset Management SA231,406$12.8M0.01%
Adage Capital Partners GP, L.L.C.203,300$11.3M0.02%
HRT Financial LP199,951$11.1M0.07%
Chevy Chase Trust Holdings, Inc.144,013$7.99M0.03%
Interval Partners, LP137,012$7.60M0.45%
Cannon Global Investment Management, LLC69,400$3.85M5.77%
Susquehanna Fundamental Investments, LLC66,107$3.67M0.07%
CIBC World Markets Corp61,747$3.42M0.02%
Echo Street Capital Management LLC54,427$3.02M0.02%
USS Investment Management Ltd52,954$2.94M0.03%
Quantbot Technologies LP49,190$2.73M0.20%
Dynamic Technology Lab Private Ltd42,978$2.38M0.29%
Occudo Quantitative Strategies LP40,703$2.26M0.27%
Public Sector Pension Investment Board39,420$2.19M0.01%
Calamos Advisors LLC37,253$2.07M0.01%
Mackay Shields LLC35,863$1.99M0.02%
Boothbay Fund Management, LLC32,501$1.80M0.07%
Aigen Investment Management, LP32,420$1.80M0.34%
Gotham Asset Management, LLC31,348$1.74M0.07%
Engineers Gate Manager LP27,725$1.54M0.09%
Wealth Enhancement Advisory Services, LLC21,855$1.40M0.02%
Sciencast Management LP21,672$1.31M0.37%
Virtu Financial LLC23,189$1.29M0.11%
Hartford Investment Management Co22,352$1.24M0.03%
Blueshift Asset Management, LLC22,334$1.24M0.07%
Quantamental Technologies LLC20,379$1.13M0.76%
ING Groep NV19,623$1.09M0.01%
Twin Tree Management, LP16,516$916.0K0.03%
Capital Fund Management S.A.16,346$906.4K0.02%
Pearl River Capital, LLC14,133$784.0K0.21%
Kentucky Retirement Systems13,713$760.0K0.04%
Squarepoint Ops LLC13,511$749.0K0.01%
PEAK6 Investments LLC10,547$585.0K0.01%
Bridgefront Capital, LLC9,622$534.0K0.56%
Carmignac Gestion9,365$519.0K0.01%
Acadian Asset Management LLC8,464$468.0K0.00%
Wolverine Trading, LLC7,445$419.0K0.01%
Norinchukin Bank, The7,373$409.0K0.01%
Krane Funds Advisors LLC7,233$401.0K0.01%
Twinbeech Capital LP7,122$395.0K0.03%
Mirae Asset Global Investments Co., Ltd.6,239$346.0K0.00%
Kentucky Retirement Systems Insurance Trust Fund6,129$340.0K0.04%
CWM Advisors, LLC6,035$335.0K0.04%
Quadrature Capital Ltd5,873$326.0K0.01%
Banco Bilbao Vizcaya Argentaria, S.A.5,729$318.0K0.00%
JSF Financial, LLC5,715$317.0K0.16%
DRW Securities, LLC5,652$313.0K0.09%
Pendal Group Limited5,456$303.0K0.00%
Capula Management Ltd5,127$284.0K0.02%
Machina Capital S.A.S.4,645$258.0K0.56%
Pathstone Family Office, LLC4,526$251.0K0.01%
Trexquant Investment LP4,486$249.0K0.02%
Washington Trust Bank4,430$246.0K0.03%
MML Investors Services, LLC4,408$244.0K0.00%
Jump Financial, LLC4,400$244.0K0.02%
Gsa Capital Partners LLP4,204$233.0K0.02%
Marshall Wace, LLP4,161$231.0K0.00%
Bayesian Capital Management, LP4,100$227.0K0.07%
Claro Advisors LLC3,766$209.0K0.09%
MAI Capital Management3,759$208.0K0.00%
EP Wealth Advisors, LLC3,698$205.0K0.01%
NuWave Investment Management, LLC2,110$117.0K0.13%
Sentry Investment Management LLC1,959$109.0K0.03%
South State Corp.1,844$102.0K0.01%
Koshinski Asset Management, Inc.1,690$93.7K0.01%
Neo Ivy Capital Management2,053$84.0K0.10%
Benjamin Edwards Inc975$54.0K0.03%
Gerber Kawasaki Wealth & Investment Management379$21.0K0.00%
Consolidated Planning Corp316$18.0K0.01%
RWM Asset Management, LLC273$15.0K0.00%
Red Tortoise LLC147$9.00K0.01%
American Portfolios Advisors130$7.21K0.00%
NEXT Financial Group, Inc123$7.00K0.00%
BerganKDV Wealth Management, LLC131$7.00K0.00%
Vigilant Capital Management, LLC88$5.00K0.00%
D'Orazio & Associates, Inc.87$5.00K0.00%
Central Trust Co56$3.00K0.00%
Capstone Investment Advisors, LLC57$3.00K0.00%
Asset Dedication, LLC62$3.00K0.00%
Meridian Wealth Partners, LLC71$3.00K0.00%
Bellwether Advisors, LLC55$3.00K0.00%
Manchester Capital Management LLC39$2.00K0.00%
Bell Investment Advisors, Inc37$2.00K0.00%
WestEnd Advisors, LLC–$1660.00%
First Command Advisory Services, Inc.70$00.00%

Sold out (31)

Institutions that held Brown & Brown, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of BRO in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Gillson Capital LP211,271$11.2M
Walleye Capital LLC25,214$1.34M
Two Sigma Investments, LP24,071$1.28M
Caxton Associates LP19,589$1.04M
Point72 Hong Kong Ltd17,894$951.0K
Profund Advisors LLC14,193$755.0K
Shelton Capital Management13,111$697.0K
AGF Investments LLC11,490$611.0K
IHT Wealth Management, LLC11,165$593.0K
Laurion Capital Management LP11,000$585.0K
FORA Capital, LLC10,108$537.0K
Alphasimplex Group, LLC7,606$404.0K
BP PLC6,936$369.0K
Walleye Trading LLC5,641$300.0K
Claybrook Capital, LLC4,978$265.0K
TAP Consulting, LLC4,767$253.0K
B. Metzler seel. Sohn & Co. Holding AG4,494$239.0K
Cetera Advisor Networks LLC4,439$236.0K
Weld Capital Management LLC4,207$224.0K
Exencial Wealth Advisors, LLC4,147$220.0K
Agf Investments Inc.3,492$186.0K
Trust Co of Vermont1,400$74.0K
Alpha Paradigm Partners, LLC966$51.0K
FFT Wealth Management LLC526$28.0K
WealthShield Partners, LLC300$16.0K
Counterpoint Mutual Funds LLC249$13.0K
Red Door Wealth Management, LLC159$8.00K
Financial Management Professionals, Inc.29$2.00K
Atticus Wealth Management, LLC42$2.00K
Enterprise Financial Services Corp17$1.00K
Heritage Wealth Advisors18$957

Not filed for Q3 2021 yet (7)

Institutions that held Brown & Brown, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BRO in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
PhiloSmith Capital Corp325,450$17.3M
Pictet Asset Management Ltd112,198$5.96M
Running Oak Capital LLC105,133$5.59M
HWG Holdings LP19,849$1.05M
CWS Financial Advisors, LLC7,322$389.0K
CWM, LLC2,168$115.0K
Castleview Partners, LLC1,015$54.0K