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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 518 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ3 2021: $11.3B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2021.

Institutions holding BRO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
6 Meridian4,022$223.0K0.02%−521−11.5%Reduced
Pinnacle Associates Ltd4,046$224.0K0.00%00.0%Unchanged
Cadent Capital Advisors, LLC4,099$227.0K0.10%+10.0%Added
Bayesian Capital Management, LP4,100$227.0K0.07%+4,100New
Redpoint Investment Management Pty Ltd4,138$229.0K0.02%00.0%Unchanged
Marshall Wace, LLP4,161$231.0K0.00%+4,161New
Gsa Capital Partners LLP4,204$233.0K0.02%+4,204New
Stonebridge Capital Advisors LLC4,300$238.0K0.03%00.0%Unchanged
Gilbert & Cook, Inc.4,367$242.0K0.04%+98+2.3%Added
Moors & Cabot, Inc.4,392$244.0K0.02%00.0%Unchanged
MML Investors Services, LLC4,408$244.0K0.00%+4,408New
Jump Financial, LLC4,400$244.0K0.02%+4,400New
Washington Trust Bank4,430$246.0K0.03%+4,430New
Proficio Capital Partners LLC4,450$247.0K0.03%−554−11.1%Reduced
RMB Capital Management, LLC4,455$247.0K0.01%00.0%Unchanged
Hotaling Investment Management, LLC4,486$249.0K0.10%+271+6.4%Added
Trexquant Investment LP4,486$249.0K0.02%+4,486New
Rowland & Co Investment Counsel6,125$249.7K0.08%00.0%Unchanged
Checchi Capital Advisers, LLC4,506$250.0K0.03%+10+0.2%Added
Pathstone Family Office, LLC4,526$251.0K0.01%+4,526New
Buckingham Strategic Wealth, LLC4,657$258.0K0.01%00.0%Unchanged
Machina Capital S.A.S.4,645$258.0K0.56%+4,645New
Banque Cantonale Vaudoise4,700$261.0K0.01%00.0%Unchanged
Barings LLC4,778$265.0K0.01%00.0%Unchanged
Baker Tilly Wealth Management, LLC4,781$265.0K0.04%+599+14.3%Added
Sabal Trust CO4,868$270.0K0.02%00.0%Unchanged
River Wealth Advisors LLC4,897$272.0K0.05%00.0%Unchanged
SevenBridge Financial Group, LLC4,958$275.0K0.09%−20−0.4%Reduced
Toroso Investments, LLC5,025$279.0K0.01%+826+19.7%Added
Investors Asset Management of Georgia Inc5,050$280.0K0.15%00.0%Unchanged
Creative Planning5,077$282.0K0.00%+10.0%Added
Martingale Asset Management L P5,099$284.0K0.00%−68,352−93.1%Reduced
World Asset Management Inc5,122$284.0K0.03%−4,242−45.3%Reduced
Capula Management Ltd5,127$284.0K0.02%+5,127New
Strategy Asset Managers LLC5,219$289.0K0.06%+22+0.4%Added
Quantitative Investment Management, LLC5,232$290.0K0.03%−14,217−73.1%Reduced
Occidental Asset Management, LLC5,279$293.0K0.08%00.0%Unchanged
Financial Enhancement Group LLC5,278$293.0K0.06%+239+4.7%Added
Ci Investments Inc.5,306$294.0K0.00%−38−0.7%Reduced
Mayflower Financial Advisors, LLC4,600$295.0K0.04%+5+0.1%Added
Wetherby Asset Management Inc5,376$298.0K0.02%+55+1.0%Added
Shell Asset Management Co5,386$299.0K0.01%−7,351−57.7%Reduced
Procyon Private Wealth Partners, LLC5,433$301.0K0.08%00.0%Unchanged
Pendal Group Limited5,456$303.0K0.00%+5,456New
KB Financial Partners, LLC5,522$306.0K0.11%+749+15.7%Added
Tudor Investment Corp Et Al5,555$308.0K0.01%−43,753−88.7%Reduced
Ensign Peak Advisors, Inc5,610$311.0K0.00%−214,070−97.4%Reduced
DRW Securities, LLC5,652$313.0K0.09%+5,652New
JSF Financial, LLC5,715$317.0K0.16%+5,715New
Banco Bilbao Vizcaya Argentaria, S.A.5,729$318.0K0.00%+5,729New
Cannell Peter B & Co Inc5,800$322.0K0.01%00.0%Unchanged
Centiva Capital, LP5,869$325.0K0.03%+913+18.4%Added
Advisor Partners LLC5,884$326.0K0.02%+142+2.5%Added
Quadrature Capital Ltd5,873$326.0K0.01%+5,873New
SkyView Investment Advisors, LLC5,943$330.0K0.09%+5,363+924.7%Added
Symmetry Partners, LLC5,712$332.0K0.02%00.0%Unchanged
Xcel Wealth Management, LLC6,027$334.0K0.10%+88+1.5%Added
CWM Advisors, LLC6,035$335.0K0.04%+6,035New
Kentucky Retirement Systems Insurance Trust Fund6,129$340.0K0.04%+6,129New
First Citizens Bank & Trust Co6,165$342.0K0.02%+30.0%Added
Somerset Trust Co6,233$346.0K0.14%−168−2.6%Reduced
Mirae Asset Global Investments Co., Ltd.6,239$346.0K0.00%+6,239New
Capital Directions Investment Advisors, LLC6,302$349.0K0.11%00.0%Unchanged
IBM Retirement Fund6,517$361.0K0.03%00.0%Unchanged
Integrated Investment Consultants, LLC6,922$384.0K0.11%+1,672+31.8%Added
Bruderman Asset Management, LLC7,016$389.0K0.10%+779+12.5%Added
Cigna Investments Inc7,098$393.0K0.03%−100−1.4%Reduced
GWM Advisors LLC7,127$395.0K0.01%+37+0.5%Added
Twinbeech Capital LP7,122$395.0K0.03%+7,122New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,211$400.0K0.00%00.0%Unchanged
Krane Funds Advisors LLC7,233$401.0K0.01%+7,233New
Palladium Partners LLC7,350$408.0K0.02%00.0%Unchanged
Norinchukin Bank, The7,373$409.0K0.01%+7,373New
Glenview Trust Co7,454$413.0K0.02%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.7,510$416.0K0.00%−340−4.3%Reduced
Wolverine Trading, LLC7,445$419.0K0.01%+7,445New
Brookstone Capital Management6,818$420.0K0.01%00.0%Unchanged
FourThought Financial, LLC7,985$442.0K0.06%−2,213−21.7%Reduced
Ambassador Advisors, LLC7,979$443.0K0.09%−881−9.9%Reduced
Penobscot Investment Management Company, Inc.8,270$459.0K0.07%00.0%Unchanged
Acadian Asset Management LLC8,464$468.0K0.00%+8,464New
Teton Advisors, Inc.8,800$488.0K0.07%00.0%Unchanged
Fiduciary Trust Co8,904$494.0K0.01%00.0%Unchanged
Erste Asset Management GmbH8,900$500.4K0.01%00.0%Unchanged
Carmignac Gestion9,365$519.0K0.01%+9,365New
Brookfield Asset Management Inc.9,485$526.0K0.00%−37,214−79.7%Reduced
Seeyond9,541$529.0K0.05%−97−1.0%Reduced
Bridgefront Capital, LLC9,622$534.0K0.56%+9,622New
Oregon Public Employees Retirement Fund9,756$541.0K0.01%−72,870−88.2%Reduced
Swiss Life Asset Management Ltd9,996$554.3K0.01%−3,366−25.2%Reduced
Allianz Asset Management GmbH10,130$562.0K0.00%−4,633−31.4%Reduced
Resonant Capital Advisors, LLC10,212$566.0K0.10%+1,521+17.5%Added
Ossiam10,326$573.0K0.02%−1,459−12.4%Reduced
E. Ohman J:or Asset Management AB10,400$576.7K0.02%00.0%Unchanged
PEAK6 Investments LLC10,547$585.0K0.01%+10,547New
Illinois Municipal Retirement Fund10,583$587.0K0.02%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC10,616$589.0K0.01%−28,345−72.8%Reduced
Exchange Traded Concepts, LLC10,675$592.0K0.02%−786−6.9%Reduced
Jane Street Group, LLC10,815$600.0K0.00%−15,428−58.8%Reduced
Mariner, LLC11,201$621.0K0.00%−23,654−67.9%Reduced