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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 119,356 | $6.62M | 1.31% | +1,022+0.9% | Added |
| CIBC Asset Management Inc | 120,642 | $6.69M | 0.03% | −37,528−23.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 127,400 | $7.06M | 0.07% | −3,800−2.9% | Reduced |
| Virginia Retirement Systems Et Al | 134,100 | $7.44M | 0.08% | −500−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 135,600 | $7.52M | 0.09% | −462,582−77.3% | Reduced |
| Interval Partners, LP | 137,012 | $7.60M | 0.45% | +137,012 | New |
| Natixis Advisors, L.P. | 142,266 | $7.89M | 0.03% | +28,554+25.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 144,013 | $7.99M | 0.03% | +144,013 | New |
| State of Tennessee, Treasury Department | 146,427 | $8.12M | 0.03% | +6,602+4.7% | Added |
| Baird Financial Group, Inc. | 147,276 | $8.17M | 0.02% | +10,686+7.8% | Added |
| Bar Harbor Trust Services | 149,071 | $8.27M | 2.58% | −2,466−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 150,543 | $8.35M | 0.03% | −2,651−1.7% | Reduced |
| Lountzis Asset Management, LLC | 150,916 | $8.37M | 5.21% | −14,750−8.9% | Reduced |
| Wellington Management Group LLP | 167,990 | $9.31M | 0.00% | −5,682−3.3% | Reduced |
| Nicholas Company, Inc. | 172,145 | $9.54M | 0.17% | +100.0% | Added |
| Lazard Asset Management LLC | 175,898 | $9.75M | 0.01% | −29,241−14.3% | Reduced |
| Worldquant Millennium Advisors LLC | 178,063 | $9.87M | 0.22% | +161,963+1,006.0% | Added |
| Great West Life Assurance Co | 177,513 | $9.91M | 0.02% | −86,346−32.7% | Reduced |
| Prudential Financial Inc | 192,158 | $10.8M | 0.02% | +167,084+666.4% | Added |
| Cubist Systematic Strategies, LLC | 196,128 | $10.9M | 0.14% | +130,562+199.1% | Added |
| Andra AP-fonden | 198,800 | $11.0M | 0.23% | +28,100+16.5% | Added |
| HRT Financial LP | 199,951 | $11.1M | 0.07% | +199,951 | New |
| Motley Fool Asset Management LLC | 200,000 | $11.1M | 0.72% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 203,300 | $11.3M | 0.02% | +203,300 | New |
| Voloridge Investment Management, LLC | 215,807 | $12.0M | 0.08% | −26,776−11.0% | Reduced |
| FIL Ltd | 217,635 | $12.1M | 0.01% | −25,651−10.5% | Reduced |
| FMR LLC | 219,161 | $12.2M | 0.00% | −1,517−0.7% | Reduced |
| Citadel Advisors LLC | 222,469 | $12.3M | 0.01% | +116,454+109.8% | Added |
| UBS Group AG | 223,124 | $12.4M | 0.01% | −241,707−52.0% | Reduced |
| Pictet Asset Management SA | 231,406 | $12.8M | 0.01% | +231,406 | New |
| Schwartz Investment Counsel Inc | 239,700 | $13.3M | 0.55% | +30,000+14.3% | Added |
| DekaBank Deutsche Girozentrale | 238,582 | $13.4M | 0.04% | +5,349+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 246,996 | $13.7M | 0.14% | +14,923+6.4% | Added |
| TD Asset Management Inc | 247,235 | $13.7M | 0.01% | +20,400+9.0% | Added |
| BNP Paribas Arbitrage, SA | 248,955 | $13.8M | 0.03% | +82,767+49.8% | Added |
| Schroder Investment Management Group | 260,154 | $14.4M | 0.02% | −113,915−30.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 269,074 | $14.9M | 0.03% | −1,992−0.7% | Reduced |
| New York State Teachers Retirement System | 272,613 | $15.1M | 0.03% | +9,177+3.5% | Added |
| Stifel Financial Corp | 283,109 | $15.7M | 0.02% | +96,909+52.0% | Added |
| Prana Capital Management, LP | 284,279 | $15.8M | 1.39% | +154,812+119.6% | Added |
| State Board of Administration of Florida Retirement System | 290,413 | $16.1M | 0.03% | −14,488−4.8% | Reduced |
| Victory Capital Management Inc | 298,352 | $16.5M | 0.02% | −153,144−33.9% | Reduced |
| Ergoteles LLC | 306,074 | $17.0M | 0.62% | +297,289+3,384.1% | Added |
| Alliancebernstein L.P. | 317,436 | $17.6M | 0.01% | −64,594−16.9% | Reduced |
| Janus Henderson Group PLC | 325,375 | $18.0M | 0.01% | −68,176−17.3% | Reduced |
| Philo Smith Capital Corp | 325,450 | $18.0M | 7.74% | +325,450 | New |
| JPMorgan Chase & Co | 349,895 | $19.4M | 0.00% | −158,596−31.2% | Reduced |
| Citigroup Inc | 352,692 | $19.6M | 0.02% | +43,494+14.1% | Added |
| KBC Group NV | 354,691 | $19.7M | 0.07% | +132,812+59.9% | Added |
| Amundi | 355,068 | $19.7M | 0.01% | +67,757+23.6% | Added |
| Prospector Partners LLC | 355,430 | $19.7M | 2.53% | −8,600−2.4% | Reduced |
| Summit Wealth Partners, LLC | 394,322 | $21.9M | 5.16% | −2,194−0.6% | Reduced |
| Edgestream Partners, L.P. | 398,772 | $22.1M | 1.37% | +282,980+244.4% | Added |
| Bank of Montreal | 389,198 | $22.5M | 0.01% | +145,451+59.7% | Added |
| California State Teachers Retirement System | 408,868 | $22.7M | 0.03% | −1,590−0.4% | Reduced |
| Diamond Hill Capital Management Inc | 410,034 | $22.7M | 0.09% | +1590.0% | Added |
| British Columbia Investment Management Corp | 417,375 | $23.1M | 0.14% | −240.0% | Reduced |
| Renaissance Technologies LLC | 431,800 | $23.9M | 0.03% | −39,700−8.4% | Reduced |
| Motley Fool Wealth Management, LLC | 440,708 | $24.4M | 1.06% | −6,331−1.4% | Reduced |
| Snyder Capital Management L P | 450,173 | $25.0M | 0.66% | +61,232+15.7% | Added |
| Rhumbline Advisers | 459,920 | $25.5M | 0.03% | −254,296−35.6% | Reduced |
| Point72 Asset Management, L.P. | 470,208 | $26.1M | 0.12% | +424,908+938.0% | Added |
| Parametric Portfolio Associates LLC | 478,353 | $26.5M | 0.02% | −18,782−3.8% | Reduced |
| AXA S.A. | 505,918 | $28.1M | 0.08% | +170,518+50.8% | Added |
| Goldman Sachs Group Inc | 522,060 | $28.9M | 0.01% | −181,582−25.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 568,513 | $31.5M | 0.07% | +517,871+1,022.6% | Added |
| Credit Suisse AG | 572,724 | $31.8M | 0.03% | −9,259−1.6% | Reduced |
| New York State Common Retirement Fund | 589,197 | $32.7M | 0.03% | −74,800−11.3% | Reduced |
| Tandem Investment Advisors, Inc. | 603,705 | $33.5M | 2.74% | +84,355+16.2% | Added |
| PGGM Investments | 607,851 | $33.7M | 0.17% | +2,981+0.5% | Added |
| Boston Trust Walden Corp | 617,515 | $34.2M | 0.30% | +125,412+25.5% | Added |
| Boston Financial Mangement LLC | 631,786 | $35.0M | 1.43% | +6,958+1.1% | Added |
| Deutsche Bank AG | 632,695 | $35.1M | 0.02% | +162,105+34.4% | Added |
| Raymond James & Associates | 638,718 | $35.4M | 0.03% | −1,553−0.2% | Reduced |
| Federated Hermes, Inc. | 667,922 | $37.0M | 0.07% | −48,892−6.8% | Reduced |
| Scout Investments, Inc. | 696,699 | $38.6M | 0.58% | +101,995+17.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 706,836 | $39.2M | 0.02% | −38,238−5.1% | Reduced |
| Barclays PLC | 741,091 | $41.1M | 0.03% | +249,069+50.6% | Added |
| Robeco Institutional Asset Management B.V. | 767,015 | $42.5M | 0.09% | +205,586+36.6% | Added |
| Royal Bank of Canada | 774,492 | $42.9M | 0.01% | +76,410+10.9% | Added |
| Confluence Investment Management LLC | 848,705 | $47.1M | 0.66% | −116,593−12.1% | Reduced |
| Nuveen Asset Management, LLC | 937,269 | $52.0M | 0.02% | −55,280−5.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 937,840 | $52.0M | 0.53% | +180,525+23.8% | Added |
| Swiss National Bank | 947,275 | $52.5M | 0.03% | −30,500−3.1% | Reduced |
| UBS Asset Management Americas Inc | 1,097,334 | $60.8M | 0.03% | −397,500−26.6% | Reduced |
| Balyasny Asset Management LLC | 1,256,502 | $69.7M | 0.33% | +46,399+3.8% | Added |
| Millennium Management LLC | 1,294,660 | $71.8M | 0.09% | +444,285+52.2% | Added |
| Madison Asset Management, LLC | 1,383,707 | $76.7M | 1.06% | −1,436−0.1% | Reduced |
| Morgan Stanley | 1,404,074 | $77.9M | 0.01% | +604,172+75.5% | Added |
| Bank of America Corp | 1,441,249 | $79.9M | 0.01% | +240,710+20.1% | Added |
| Burgundy Asset Management Ltd. | 1,446,806 | $80.2M | 0.79% | −13,262−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,487,415 | $82.5M | 0.10% | +344,544+30.1% | Added |
| Legal & General Group Plc | 1,514,725 | $84.0M | 0.03% | −78,280−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,593,457 | $88.4M | 0.03% | +440,592+38.2% | Added |
| Dimensional Fund Advisors LP | 1,593,419 | $88.4M | 0.03% | +40,437+2.6% | Added |
| CIBC Private Wealth Group, LLC | 1,594,656 | $88.4M | 0.21% | +33,506+2.1% | Added |
| Bank of New York Mellon Corp | 1,722,080 | $95.5M | 0.02% | −584,821−25.4% | Reduced |
| California Public Employees Retirement System | 1,841,261 | $102.1M | 0.08% | +4,461+0.2% | Added |
| Norges Bank | 2,103,441 | $116.6M | 0.03% | −35,651−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,127,440 | $118.0M | 0.10% | −212,079−9.1% | Reduced |