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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 175,898 | $9.75M | 0.01% | −29,241−14.3% | Reduced |
| Nicholas Company, Inc. | 172,145 | $9.54M | 0.17% | +100.0% | Added |
| Wellington Management Group LLP | 167,990 | $9.31M | 0.00% | −5,682−3.3% | Reduced |
| Lountzis Asset Management, LLC | 150,916 | $8.37M | 5.21% | −14,750−8.9% | Reduced |
| Public Employees Retirement System of Ohio | 150,543 | $8.35M | 0.03% | −2,651−1.7% | Reduced |
| Bar Harbor Trust Services | 149,071 | $8.27M | 2.58% | −2,466−1.6% | Reduced |
| Baird Financial Group, Inc. | 147,276 | $8.17M | 0.02% | +10,686+7.8% | Added |
| State of Tennessee, Treasury Department | 146,427 | $8.12M | 0.03% | +6,602+4.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 144,013 | $7.99M | 0.03% | +144,013 | New |
| Natixis Advisors, L.P. | 142,266 | $7.89M | 0.03% | +28,554+25.1% | Added |
| Interval Partners, LP | 137,012 | $7.60M | 0.45% | +137,012 | New |
| Schonfeld Strategic Advisors LLC | 135,600 | $7.52M | 0.09% | −462,582−77.3% | Reduced |
| Virginia Retirement Systems Et Al | 134,100 | $7.44M | 0.08% | −500−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 127,400 | $7.06M | 0.07% | −3,800−2.9% | Reduced |
| CIBC Asset Management Inc | 120,642 | $6.69M | 0.03% | −37,528−23.7% | Reduced |
| Mattern Capital Management, LLC | 119,356 | $6.62M | 1.31% | +1,022+0.9% | Added |
| Bridgewater Associates, LP | 116,641 | $6.47M | 0.04% | −174−0.1% | Reduced |
| Tower Bridge Advisors | 114,753 | $6.36M | 0.42% | +1,200+1.1% | Added |
| State of Wisconsin Investment Board | 114,355 | $6.34M | 0.01% | −3,372−2.9% | Reduced |
| Korea Investment CORP | 113,900 | $6.32M | 0.02% | +54,600+92.1% | Added |
| Rafferty Asset Management, LLC | 112,586 | $6.24M | 0.04% | −20,192−15.2% | Reduced |
| HSBC Holdings PLC | 110,705 | $6.20M | 0.01% | +8,368+8.2% | Added |
| State of New Jersey Common Pension Fund D | 110,250 | $6.11M | 0.02% | −10,448−8.7% | Reduced |
| Gateway Investment Advisers LLC | 109,375 | $6.07M | 0.06% | +914+0.8% | Added |
| Marks Group Wealth Management, Inc | 108,233 | $6.00M | 0.81% | −1,060−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 107,589 | $5.96M | 0.02% | +3,400+3.3% | Added |
| Envestnet Asset Management Inc | 106,395 | $5.90M | 0.00% | +7,960+8.1% | Added |
| Capitolis Advisors LLC | 91,863 | $5.88M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 104,647 | $5.80M | 0.00% | −321,826−75.5% | Reduced |
| Voya Investment Management LLC | 104,629 | $5.80M | 0.01% | +53,822+105.9% | Added |
| Vaughan David Investments LLC | 100,000 | $5.54M | 0.18% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 99,070 | $5.49M | 0.90% | +15,314+18.3% | Added |
| Toronto Dominion Bank | 95,696 | $5.31M | 0.01% | +61,392+179.0% | Added |
| Mirabella Financial Services LLP | 95,371 | $5.29M | 0.69% | +90,207+1,746.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,960 | $5.21M | 0.03% | +38,656+69.9% | Added |
| AQR Capital Management LLC | 89,567 | $4.97M | 0.01% | +11,761+15.1% | Added |
| Treasurer of the State of North Carolina | 87,890 | $4.87M | 0.03% | +2,829+3.3% | Added |
| Man Group plc | 86,770 | $4.81M | 0.02% | −49,994−36.6% | Reduced |
| Franklin Resources Inc | 86,475 | $4.79M | 0.00% | +14,807+20.7% | Added |
| Royal London Asset Management Ltd | 84,238 | $4.67M | 0.02% | +7,114+9.2% | Added |
| ExodusPoint Capital Management, LP | 83,632 | $4.64M | 0.07% | +72,104+625.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 82,778 | $4.59M | 0.02% | −29,807−26.5% | Reduced |
| Amalgamated Bank | 82,392 | $4.57M | 0.04% | −103,118−55.6% | Reduced |
| Neuberger Berman Group LLC | 84,146 | $4.56M | 0.00% | +63,390+305.4% | Added |
| IronBridge Private Wealth, LLC | 81,421 | $4.51M | 2.70% | +9,911+13.9% | Added |
| Park National Corp | 80,488 | $4.46M | 0.19% | −300−0.4% | Reduced |
| Retirement Systems of Alabama | 80,265 | $4.45M | 0.02% | −483,398−85.8% | Reduced |
| Whittier Trust Co | 80,261 | $4.45M | 0.08% | +1,727+2.2% | Added |
| LPL Financial LLC | 79,759 | $4.42M | 0.00% | +11,568+17.0% | Added |
| The PNC Financial Services Group, Inc. | 78,484 | $4.35M | 0.00% | −6,395−7.5% | Reduced |
| Alberta Investment Management Corp | 78,100 | $4.33M | 0.04% | +600+0.8% | Added |
| Advisor Group Holdings, Inc. | 75,544 | $4.31M | 0.01% | +2,042+2.8% | Added |
| First Trust Advisors LP | 77,371 | $4.29M | 0.00% | −123,908−61.6% | Reduced |
| Three Peaks Capital Management, LLC | 77,259 | $4.28M | 1.43% | −2,474−3.1% | Reduced |
| Standard Life Aberdeen plc | 72,723 | $4.08M | 0.01% | +44,313+156.0% | Added |
| Aviva PLC | 71,724 | $3.98M | 0.02% | −4,536−5.9% | Reduced |
| Storebrand Asset Management AS | 71,612 | $3.97M | 0.02% | +62,586+693.4% | Added |
| American International Group, Inc. | 71,344 | $3.96M | 0.02% | −388,297−84.5% | Reduced |
| Cannon Global Investment Management, LLC | 69,400 | $3.85M | 5.77% | +69,400 | New |
| Qube Research & Technologies Ltd | 69,381 | $3.85M | 0.05% | +53,828+346.1% | Added |
| DuPont Capital Management Corp | 68,788 | $3.81M | 0.12% | +35,599+107.3% | Added |
| Arizona State Retirement System | 67,233 | $3.73M | 0.03% | −539−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 66,107 | $3.67M | 0.07% | +66,107 | New |
| Captrust Financial Advisors | 65,941 | $3.66M | 0.03% | +5,431+9.0% | Added |
| Teacher Retirement System of Texas | 63,494 | $3.52M | 0.02% | −65,239−50.7% | Reduced |
| Nisa Investment Advisors, LLC | 62,700 | $3.48M | 0.02% | −200−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 62,543 | $3.47M | 0.02% | +1,764+2.9% | Added |
| CIBC World Markets Corp | 61,747 | $3.42M | 0.02% | +61,747 | New |
| Janney Montgomery Scott LLC | 61,659 | $3.42M | 0.01% | +38,269+163.6% | Added |
| Commonwealth Equity Services, LLC | 61,405 | $3.40M | 0.01% | +2,467+4.2% | Added |
| AMP Capital Investors Ltd | 61,033 | $3.38M | 0.02% | +16,896+38.3% | Added |
| AE Wealth Management LLC | 60,163 | $3.34M | 0.03% | +359+0.6% | Added |
| Russell Investments Group, Ltd. | 58,885 | $3.27M | 0.01% | −47,791−44.8% | Reduced |
| State of Michigan Retirement System | 58,700 | $3.25M | 0.02% | −292−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 57,715 | $3.20M | 0.02% | −787−1.3% | Reduced |
| Susquehanna International Group, LLP | 57,263 | $3.17M | 0.00% | +25,991+83.1% | Added |
| Leavell Investment Management, Inc. | 57,200 | $3.17M | 0.24% | +400+0.7% | Added |
| Nomura Asset Management Co Ltd | 54,991 | $3.05M | 0.02% | +3,160+6.1% | Added |
| Echo Street Capital Management LLC | 54,427 | $3.02M | 0.02% | +54,427 | New |
| Comerica Bank | 45,173 | $3.00M | 0.02% | −83,397−64.9% | Reduced |
| ProShare Advisors LLC | 53,920 | $2.99M | 0.01% | −360,853−87.0% | Reduced |
| Vident Investment Advisory, LLC | 53,629 | $2.97M | 0.09% | −2,636−4.7% | Reduced |
| USS Investment Management Ltd | 52,954 | $2.94M | 0.03% | +52,954 | New |
| Distillate Capital Partners LLC | 52,940 | $2.94M | 0.78% | −2,466−4.5% | Reduced |
| SG Americas Securities, LLC | 52,887 | $2.93M | 0.02% | +4,360+9.0% | Added |
| MetLife Investment Management | 52,790 | $2.93M | 0.03% | −64,101−54.8% | Reduced |
| D. E. Shaw & Co., Inc. | 52,258 | $2.90M | 0.00% | −64,346−55.2% | Reduced |
| Great Lakes Advisors, LLC | 51,792 | $2.87M | 0.04% | −3,194−5.8% | Reduced |
| Thrivent Financial for Lutherans | 51,147 | $2.84M | 0.01% | −52,204−50.5% | Reduced |
| Quantbot Technologies LP | 49,190 | $2.73M | 0.20% | +49,190 | New |
| Raymond James Financial Services Advisors, Inc. | 48,582 | $2.69M | 0.01% | +6,093+14.3% | Added |
| Gulf International Bank (UK) Ltd | 48,100 | $2.67M | 0.03% | −4,577−8.7% | Reduced |
| Ironwood Investment Counsel, LLC | 47,190 | $2.62M | 0.67% | −725−1.5% | Reduced |
| Handelsbanken Fonder AB | 46,434 | $2.58M | 0.01% | +6,600+16.6% | Added |
| Guggenheim Capital LLC | 43,654 | $2.42M | 0.01% | +13,962+47.0% | Added |
| MUFG Securities EMEA plc | 43,000 | $2.38M | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 42,978 | $2.38M | 0.29% | +42,978 | New |
| Henshaw Capital LLC | 42,869 | $2.38M | 0.15% | 00.0% | Unchanged |
| Truist Financial Corp | 42,377 | $2.35M | 0.00% | −2,630−5.8% | Reduced |
| Utah Retirement Systems | 42,336 | $2.35M | 0.03% | −2,700−6.0% | Reduced |