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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 35,892 | $1.99M | 0.02% | −438−1.2% | Reduced |
| Texas Permanent School Fund | 36,109 | $2.00M | 0.02% | −138,224−79.3% | Reduced |
| Advisory Services Network, LLC | 36,677 | $2.03M | 0.06% | +226+0.6% | Added |
| Mackenzie Financial Corp | 37,203 | $2.06M | 0.00% | +3,010+8.8% | Added |
| Calamos Advisors LLC | 37,253 | $2.07M | 0.01% | +37,253 | New |
| Stephens Inc | 37,516 | $2.08M | 0.03% | +847+2.3% | Added |
| Natixis | 38,384 | $2.13M | 0.01% | −436,585−91.9% | Reduced |
| Employees Retirement System of Texas | 38,600 | $2.14M | 0.02% | 00.0% | Unchanged |
| Crestline Management, LP | 38,931 | $2.16M | 0.21% | −77,553−66.6% | Reduced |
| Public Sector Pension Investment Board | 39,420 | $2.19M | 0.01% | +39,420 | New |
| Terry L. Blaker | 39,483 | $2.19M | 0.14% | −801−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 40,703 | $2.26M | 0.27% | +40,703 | New |
| Bank of Nova Scotia | 40,852 | $2.27M | 0.00% | −88,134−68.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,982 | $2.27M | 0.01% | −3,226−7.3% | Reduced |
| Mutual of America Capital Management LLC | 41,464 | $2.30M | 0.02% | −175,146−80.9% | Reduced |
| Independent Advisor Alliance | 41,723 | $2.31M | 0.13% | 00.0% | Unchanged |
| Utah Retirement Systems | 42,336 | $2.35M | 0.03% | −2,700−6.0% | Reduced |
| Truist Financial Corp | 42,377 | $2.35M | 0.00% | −2,630−5.8% | Reduced |
| Henshaw Capital LLC | 42,869 | $2.38M | 0.15% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 42,978 | $2.38M | 0.29% | +42,978 | New |
| MUFG Securities EMEA plc | 43,000 | $2.38M | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 43,654 | $2.42M | 0.01% | +13,962+47.0% | Added |
| Handelsbanken Fonder AB | 46,434 | $2.58M | 0.01% | +6,600+16.6% | Added |
| Ironwood Investment Counsel, LLC | 47,190 | $2.62M | 0.67% | −725−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 48,100 | $2.67M | 0.03% | −4,577−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,582 | $2.69M | 0.01% | +6,093+14.3% | Added |
| Quantbot Technologies LP | 49,190 | $2.73M | 0.20% | +49,190 | New |
| Thrivent Financial for Lutherans | 51,147 | $2.84M | 0.01% | −52,204−50.5% | Reduced |
| Great Lakes Advisors, LLC | 51,792 | $2.87M | 0.04% | −3,194−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 52,258 | $2.90M | 0.00% | −64,346−55.2% | Reduced |
| MetLife Investment Management | 52,790 | $2.93M | 0.03% | −64,101−54.8% | Reduced |
| SG Americas Securities, LLC | 52,887 | $2.93M | 0.02% | +4,360+9.0% | Added |
| Distillate Capital Partners LLC | 52,940 | $2.94M | 0.78% | −2,466−4.5% | Reduced |
| USS Investment Management Ltd | 52,954 | $2.94M | 0.03% | +52,954 | New |
| Vident Investment Advisory, LLC | 53,629 | $2.97M | 0.09% | −2,636−4.7% | Reduced |
| ProShare Advisors LLC | 53,920 | $2.99M | 0.01% | −360,853−87.0% | Reduced |
| Comerica Bank | 45,173 | $3.00M | 0.02% | −83,397−64.9% | Reduced |
| Echo Street Capital Management LLC | 54,427 | $3.02M | 0.02% | +54,427 | New |
| Nomura Asset Management Co Ltd | 54,991 | $3.05M | 0.02% | +3,160+6.1% | Added |
| Leavell Investment Management, Inc. | 57,200 | $3.17M | 0.24% | +400+0.7% | Added |
| Susquehanna International Group, LLP | 57,263 | $3.17M | 0.00% | +25,991+83.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 57,715 | $3.20M | 0.02% | −787−1.3% | Reduced |
| State of Michigan Retirement System | 58,700 | $3.25M | 0.02% | −292−0.5% | Reduced |
| Russell Investments Group, Ltd. | 58,885 | $3.27M | 0.01% | −47,791−44.8% | Reduced |
| AE Wealth Management LLC | 60,163 | $3.34M | 0.03% | +359+0.6% | Added |
| AMP Capital Investors Ltd | 61,033 | $3.38M | 0.02% | +16,896+38.3% | Added |
| Commonwealth Equity Services, LLC | 61,405 | $3.40M | 0.01% | +2,467+4.2% | Added |
| Janney Montgomery Scott LLC | 61,659 | $3.42M | 0.01% | +38,269+163.6% | Added |
| CIBC World Markets Corp | 61,747 | $3.42M | 0.02% | +61,747 | New |
| Cambridge Investment Research Advisors, Inc. | 62,543 | $3.47M | 0.02% | +1,764+2.9% | Added |
| Nisa Investment Advisors, LLC | 62,700 | $3.48M | 0.02% | −200−0.3% | Reduced |
| Teacher Retirement System of Texas | 63,494 | $3.52M | 0.02% | −65,239−50.7% | Reduced |
| Captrust Financial Advisors | 65,941 | $3.66M | 0.03% | +5,431+9.0% | Added |
| Susquehanna Fundamental Investments, LLC | 66,107 | $3.67M | 0.07% | +66,107 | New |
| Arizona State Retirement System | 67,233 | $3.73M | 0.03% | −539−0.8% | Reduced |
| DuPont Capital Management Corp | 68,788 | $3.81M | 0.12% | +35,599+107.3% | Added |
| Qube Research & Technologies Ltd | 69,381 | $3.85M | 0.05% | +53,828+346.1% | Added |
| Cannon Global Investment Management, LLC | 69,400 | $3.85M | 5.77% | +69,400 | New |
| American International Group, Inc. | 71,344 | $3.96M | 0.02% | −388,297−84.5% | Reduced |
| Storebrand Asset Management AS | 71,612 | $3.97M | 0.02% | +62,586+693.4% | Added |
| Aviva PLC | 71,724 | $3.98M | 0.02% | −4,536−5.9% | Reduced |
| Standard Life Aberdeen plc | 72,723 | $4.08M | 0.01% | +44,313+156.0% | Added |
| Three Peaks Capital Management, LLC | 77,259 | $4.28M | 1.43% | −2,474−3.1% | Reduced |
| First Trust Advisors LP | 77,371 | $4.29M | 0.00% | −123,908−61.6% | Reduced |
| Advisor Group Holdings, Inc. | 75,544 | $4.31M | 0.01% | +2,042+2.8% | Added |
| Alberta Investment Management Corp | 78,100 | $4.33M | 0.04% | +600+0.8% | Added |
| The PNC Financial Services Group, Inc. | 78,484 | $4.35M | 0.00% | −6,395−7.5% | Reduced |
| LPL Financial LLC | 79,759 | $4.42M | 0.00% | +11,568+17.0% | Added |
| Whittier Trust Co | 80,261 | $4.45M | 0.08% | +1,727+2.2% | Added |
| Retirement Systems of Alabama | 80,265 | $4.45M | 0.02% | −483,398−85.8% | Reduced |
| Park National Corp | 80,488 | $4.46M | 0.19% | −300−0.4% | Reduced |
| IronBridge Private Wealth, LLC | 81,421 | $4.51M | 2.70% | +9,911+13.9% | Added |
| Neuberger Berman Group LLC | 84,146 | $4.56M | 0.00% | +63,390+305.4% | Added |
| Amalgamated Bank | 82,392 | $4.57M | 0.04% | −103,118−55.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 82,778 | $4.59M | 0.02% | −29,807−26.5% | Reduced |
| ExodusPoint Capital Management, LP | 83,632 | $4.64M | 0.07% | +72,104+625.5% | Added |
| Royal London Asset Management Ltd | 84,238 | $4.67M | 0.02% | +7,114+9.2% | Added |
| Franklin Resources Inc | 86,475 | $4.79M | 0.00% | +14,807+20.7% | Added |
| Man Group plc | 86,770 | $4.81M | 0.02% | −49,994−36.6% | Reduced |
| Treasurer of the State of North Carolina | 87,890 | $4.87M | 0.03% | +2,829+3.3% | Added |
| AQR Capital Management LLC | 89,567 | $4.97M | 0.01% | +11,761+15.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,960 | $5.21M | 0.03% | +38,656+69.9% | Added |
| Mirabella Financial Services LLP | 95,371 | $5.29M | 0.69% | +90,207+1,746.8% | Added |
| Toronto Dominion Bank | 95,696 | $5.31M | 0.01% | +61,392+179.0% | Added |
| Southeast Asset Advisors Inc. | 99,070 | $5.49M | 0.90% | +15,314+18.3% | Added |
| Vaughan David Investments LLC | 100,000 | $5.54M | 0.18% | 00.0% | Unchanged |
| Voya Investment Management LLC | 104,629 | $5.80M | 0.01% | +53,822+105.9% | Added |
| Ameriprise Financial Inc | 104,647 | $5.80M | 0.00% | −321,826−75.5% | Reduced |
| Capitolis Advisors LLC | 91,863 | $5.88M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 106,395 | $5.90M | 0.00% | +7,960+8.1% | Added |
| Asset Management One Co.,Ltd. | 107,589 | $5.96M | 0.02% | +3,400+3.3% | Added |
| Marks Group Wealth Management, Inc | 108,233 | $6.00M | 0.81% | −1,060−1.0% | Reduced |
| Gateway Investment Advisers LLC | 109,375 | $6.07M | 0.06% | +914+0.8% | Added |
| State of New Jersey Common Pension Fund D | 110,250 | $6.11M | 0.02% | −10,448−8.7% | Reduced |
| HSBC Holdings PLC | 110,705 | $6.20M | 0.01% | +8,368+8.2% | Added |
| Rafferty Asset Management, LLC | 112,586 | $6.24M | 0.04% | −20,192−15.2% | Reduced |
| Korea Investment CORP | 113,900 | $6.32M | 0.02% | +54,600+92.1% | Added |
| State of Wisconsin Investment Board | 114,355 | $6.34M | 0.01% | −3,372−2.9% | Reduced |
| Tower Bridge Advisors | 114,753 | $6.36M | 0.42% | +1,200+1.1% | Added |
| Bridgewater Associates, LP | 116,641 | $6.47M | 0.04% | −174−0.1% | Reduced |