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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 2,130,779 | $118.2M | 0.03% | +1,262,929+145.5% | Added |
| Northern Trust Corp | 2,560,884 | $142.0M | 0.03% | +193,003+8.2% | Added |
| Fenimore Asset Management Inc | 2,900,687 | $160.8M | 3.95% | −10,027−0.3% | Reduced |
| APG Asset Management N.V. | 4,188,143 | $200.4M | 0.36% | +674,900+19.2% | Added |
| NN Investment Partners Holdings N.V. | 3,641,358 | $201.9M | 1.11% | −212,095−5.5% | Reduced |
| Clarkston Capital Partners, LLC | 4,159,610 | $230.7M | 4.15% | −23,018−0.6% | Reduced |
| Geode Capital Management, LLC | 4,468,048 | $247.3M | 0.03% | +1,299,653+41.0% | Added |
| Price T Rowe Associates Inc | 5,827,852 | $323.2M | 0.03% | +338,092+6.2% | Added |
| Atlanta Capital Management Co L L C | 6,886,786 | $381.9M | 1.36% | −41,661−0.6% | Reduced |
| First Eagle Investment Management, LLC | 7,329,996 | $406.4M | 1.04% | −515,067−6.6% | Reduced |
| Principal Financial Group Inc | 8,028,722 | $445.2M | 0.29% | −696,108−8.0% | Reduced |
| Wells Fargo & Company | 9,843,682 | $545.8M | 0.12% | +64,552+0.7% | Added |
| State Street Corp | 11,949,554 | $662.6M | 0.04% | +2,098,749+21.3% | Added |
| Select Equity Group, L.P. | 17,985,344 | $997.3M | 3.35% | +1,597,989+9.8% | Added |
| BlackRock Inc. | 19,435,457 | $1.08B | 0.03% | −6,675,399−25.6% | Reduced |
| Vanguard Group Inc | 28,000,459 | $1.55B | 0.04% | +3,085,184+12.4% | Added |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | – | – | 00.0% | Unchanged |
| Gillson Capital LP | 0 | $0 | 0.00% | −211,271−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,214−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,071−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −19,589−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,894−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −14,193−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −13,111−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −7,606−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,641−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −4,767−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| PhiloSmith Capital Corp | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Running Oak Capital LLC | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
| CWS Financial Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |