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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 11,331 | $628.0K | 0.00% | +10,821+2,121.8% | Added |
| Unigestion Holding SA | 11,617 | $644.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,171 | $675.0K | 0.03% | −210−1.7% | Reduced |
| Advisors Asset Management, Inc. | 12,483 | $692.0K | 0.01% | −3,636−22.6% | Reduced |
| M&T Bank Corp | 12,757 | $706.0K | 0.00% | +202+1.6% | Added |
| JustInvest LLC | 12,752 | $707.0K | 0.06% | +231+1.8% | Added |
| Nordea Investment Management AB | 12,553 | $709.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 12,957 | $718.0K | 0.01% | −15,815−55.0% | Reduced |
| Commerce Bank | 12,963 | $719.0K | 0.01% | +1,535+13.4% | Added |
| 1832 Asset Management L.P. | 12,804 | $724.0K | 0.00% | +5,509+75.5% | Added |
| Regentatlantic Capital LLC | 13,143 | $729.0K | 0.02% | +1,512+13.0% | Added |
| Daiwa Securities Group Inc. | 13,267 | $736.0K | 0.00% | +1,831+16.0% | Added |
| Optimal Asset Management, Inc. | 13,416 | $744.0K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,511 | $749.0K | 0.01% | +13,511 | New |
| Kentucky Retirement Systems | 13,713 | $760.0K | 0.04% | +13,713 | New |
| Pacer Advisors, Inc. | 13,799 | $765.0K | 0.01% | −12,064−46.6% | Reduced |
| Kennedy Capital Management, Inc. | 13,981 | $775.0K | 0.02% | −229−1.6% | Reduced |
| Pearl River Capital, LLC | 14,133 | $784.0K | 0.21% | +14,133 | New |
| Louisiana State Employees Retirement System | 14,600 | $810.0K | 0.02% | −46,100−75.9% | Reduced |
| Orrstown Financial Services Inc | 14,601 | $810.0K | 1.28% | −2,551−14.9% | Reduced |
| Private Trust Co NA | 15,087 | $837.0K | 0.12% | −301−2.0% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $848.0K | 0.03% | −33,252−68.5% | Reduced |
| Oppenheimer Asset Management Inc. | 15,443 | $857.0K | 0.01% | +1,166+8.2% | Added |
| BDO Wealth Advisors, LLC | 15,580 | $864.0K | 0.10% | +26+0.2% | Added |
| Tower Research Capital LLC (TRC) | 15,717 | $872.0K | 0.02% | −13,750−46.7% | Reduced |
| Capital Fund Management S.A. | 16,346 | $906.4K | 0.02% | +16,346 | New |
| First Republic Investment Management, Inc. | 16,493 | $915.0K | 0.00% | +324+2.0% | Added |
| Twin Tree Management, LP | 16,516 | $916.0K | 0.03% | +16,516 | New |
| First Hawaiian Bank | 16,539 | $917.0K | 0.04% | −130−0.8% | Reduced |
| Achmea Investment Management B.V. | 16,593 | $920.0K | 0.03% | +758+4.8% | Added |
| Canada Pension Plan Investment Board | 16,847 | $934.0K | 0.00% | +10,691+173.7% | Added |
| Elo Mutual Pension Insurance Co | 17,140 | $950.0K | 0.03% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 17,332 | $961.0K | 0.05% | −16,606−48.9% | Reduced |
| Harvest Investment Services, LLC | 17,438 | $966.0K | 0.39% | +1,306+8.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,467 | $968.0K | 0.02% | +1,506+9.4% | Added |
| Cumberland Partners Ltd | 17,500 | $970.0K | 0.08% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 17,510 | $971.0K | 0.05% | +982+5.9% | Added |
| SRN Advisors, LLC | 17,592 | $975.5K | 0.45% | −9,770−35.7% | Reduced |
| Coldstream Capital Management Inc | 21,753 | $985.0K | 0.05% | −34,999−61.7% | Reduced |
| Macquarie Group Ltd | 17,891 | $992.0K | 0.00% | −171−0.9% | Reduced |
| CX Institutional | 17,968 | $996.0K | 0.08% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,999 | $1.02M | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,488 | $1.08M | 0.04% | −624−3.1% | Reduced |
| Westpac Banking Corp | 19,510 | $1.08M | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 19,623 | $1.09M | 0.01% | +19,623 | New |
| Jefferies Group LLC | 19,633 | $1.09M | 0.03% | +13,062+198.8% | Added |
| Wealthfront Advisers LLC | 19,664 | $1.09M | 0.01% | +15,127+333.4% | Added |
| Whittier Trust Co of Nevada Inc | 19,704 | $1.09M | 0.04% | +835+4.4% | Added |
| Veritable, L.P. | 19,780 | $1.10M | 0.02% | +71+0.4% | Added |
| Moloney Securities Asset Management, LLC | 19,890 | $1.10M | 0.20% | +1,347+7.3% | Added |
| Seven Eight Capital, LP | 19,893 | $1.10M | 0.11% | +14,993+306.0% | Added |
| South Dakota Investment Council | 20,200 | $1.12M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,262 | $1.12M | 0.02% | −1,237−5.8% | Reduced |
| Quantamental Technologies LLC | 20,379 | $1.13M | 0.76% | +20,379 | New |
| Cacti Asset Management LLC | 21,000 | $1.16M | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 21,714 | $1.20M | 0.03% | −4,830−18.2% | Reduced |
| Keybank National Association | 21,809 | $1.21M | 0.01% | +2,050+10.4% | Added |
| Kesler, Norman & Wride, LLC | 22,109 | $1.23M | 0.29% | −106−0.5% | Reduced |
| Blueshift Asset Management, LLC | 22,334 | $1.24M | 0.07% | +22,334 | New |
| Hartford Investment Management Co | 22,352 | $1.24M | 0.03% | +22,352 | New |
| WCM Investment Management, LLC | 22,357 | $1.24M | 0.00% | +153+0.7% | Added |
| Prudential PLC | 23,029 | $1.28M | 0.02% | −1,782−7.2% | Reduced |
| Virtu Financial LLC | 23,189 | $1.29M | 0.11% | +23,189 | New |
| Sciencast Management LP | 21,672 | $1.31M | 0.37% | +21,672 | New |
| Harbor Advisors LLC | 24,000 | $1.33M | 0.27% | 00.0% | Unchanged |
| Motive Wealth Advisors | 24,083 | $1.33M | 0.90% | +3,214+15.4% | Added |
| Crawford Investment Counsel Inc | 24,095 | $1.34M | 0.03% | +180+0.8% | Added |
| Cim, LLC | 21,808 | $1.35M | 0.21% | +641+3.0% | Added |
| Glenmede Trust Co NA | 24,747 | $1.37M | 0.01% | −3,452−12.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,923 | $1.38M | 0.02% | +259+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,855 | $1.40M | 0.02% | +21,855 | New |
| Nissay Asset Management Corp | 25,281 | $1.40M | 0.01% | +843+3.4% | Added |
| Gyon Technologies Capital Management, LP | 25,432 | $1.41M | 0.38% | −22,830−47.3% | Reduced |
| Brown Brothers Harriman & Co | 25,590 | $1.42M | 0.01% | +1,067+4.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,980 | $1.50M | 0.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 27,631 | $1.53M | 0.02% | −17,243−38.4% | Reduced |
| Engineers Gate Manager LP | 27,725 | $1.54M | 0.09% | +27,725 | New |
| Public Employees Retirement Association of Colorado | 27,764 | $1.54M | 0.01% | +7,452+36.7% | Added |
| Eaton Vance Management | 33,342 | $1.56M | 0.00% | +35+0.1% | Added |
| Ameritas Investment Partners, Inc. | 28,993 | $1.61M | 0.06% | −60,082−67.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,291 | $1.62M | 0.02% | −48,641−62.4% | Reduced |
| Panagora Asset Management Inc | 29,461 | $1.63M | 0.01% | +110.0% | Added |
| Wall Street Access Asset Management, LLC | 30,000 | $1.66M | 0.73% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,191 | $1.67M | 0.14% | −1,637−5.1% | Reduced |
| IFM Investors Pty Ltd | 30,726 | $1.70M | 0.04% | −710−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,894 | $1.71M | 0.02% | −3,000−8.9% | Reduced |
| Ashford Capital Management Inc | 31,053 | $1.72M | 0.16% | −827−2.6% | Reduced |
| Gotham Asset Management, LLC | 31,348 | $1.74M | 0.07% | +31,348 | New |
| Northwestern Mutual Wealth Management Co | 31,563 | $1.75M | 0.00% | +2,438+8.4% | Added |
| Bessemer Group Inc | 31,745 | $1.76M | 0.00% | +4,005+14.4% | Added |
| Hyperion Capital Advisors LP | 32,000 | $1.77M | 0.47% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 32,071 | $1.78M | 0.01% | −730−2.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 32,124 | $1.78M | 0.14% | −399−1.2% | Reduced |
| Aigen Investment Management, LP | 32,420 | $1.80M | 0.34% | +32,420 | New |
| Boothbay Fund Management, LLC | 32,501 | $1.80M | 0.07% | +32,501 | New |
| US Bancorp | 32,866 | $1.82M | 0.00% | +1,615+5.2% | Added |
| DnB Asset Management AS | 32,873 | $1.82M | 0.01% | +2,325+7.6% | Added |
| V Wealth Advisors LLC | 34,192 | $1.90M | 0.30% | +646+1.9% | Added |
| Mackay Shields LLC | 35,863 | $1.99M | 0.02% | +35,863 | New |
| HighTower Advisors, LLC | 35,873 | $1.99M | 0.01% | +196+0.5% | Added |