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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 41,723 | $2.31M | 0.13% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 41,464 | $2.30M | 0.02% | −175,146−80.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,982 | $2.27M | 0.01% | −3,226−7.3% | Reduced |
| Bank of Nova Scotia | 40,852 | $2.27M | 0.00% | −88,134−68.3% | Reduced |
| Occudo Quantitative Strategies LP | 40,703 | $2.26M | 0.27% | +40,703 | New |
| Terry L. Blaker | 39,483 | $2.19M | 0.14% | −801−2.0% | Reduced |
| Public Sector Pension Investment Board | 39,420 | $2.19M | 0.01% | +39,420 | New |
| Crestline Management, LP | 38,931 | $2.16M | 0.21% | −77,553−66.6% | Reduced |
| Employees Retirement System of Texas | 38,600 | $2.14M | 0.02% | 00.0% | Unchanged |
| Natixis | 38,384 | $2.13M | 0.01% | −436,585−91.9% | Reduced |
| Stephens Inc | 37,516 | $2.08M | 0.03% | +847+2.3% | Added |
| Calamos Advisors LLC | 37,253 | $2.07M | 0.01% | +37,253 | New |
| Mackenzie Financial Corp | 37,203 | $2.06M | 0.00% | +3,010+8.8% | Added |
| Advisory Services Network, LLC | 36,677 | $2.03M | 0.06% | +226+0.6% | Added |
| Texas Permanent School Fund | 36,109 | $2.00M | 0.02% | −138,224−79.3% | Reduced |
| State of Alaska, Department of Revenue | 35,892 | $1.99M | 0.02% | −438−1.2% | Reduced |
| HighTower Advisors, LLC | 35,873 | $1.99M | 0.01% | +196+0.5% | Added |
| Mackay Shields LLC | 35,863 | $1.99M | 0.02% | +35,863 | New |
| V Wealth Advisors LLC | 34,192 | $1.90M | 0.30% | +646+1.9% | Added |
| DnB Asset Management AS | 32,873 | $1.82M | 0.01% | +2,325+7.6% | Added |
| US Bancorp | 32,866 | $1.82M | 0.00% | +1,615+5.2% | Added |
| Boothbay Fund Management, LLC | 32,501 | $1.80M | 0.07% | +32,501 | New |
| Aigen Investment Management, LP | 32,420 | $1.80M | 0.34% | +32,420 | New |
| BOK Financial Private Wealth, Inc. | 32,124 | $1.78M | 0.14% | −399−1.2% | Reduced |
| Los Angeles Capital Management LLC | 32,071 | $1.78M | 0.01% | −730−2.2% | Reduced |
| Hyperion Capital Advisors LP | 32,000 | $1.77M | 0.47% | 00.0% | Unchanged |
| Bessemer Group Inc | 31,745 | $1.76M | 0.00% | +4,005+14.4% | Added |
| Northwestern Mutual Wealth Management Co | 31,563 | $1.75M | 0.00% | +2,438+8.4% | Added |
| Gotham Asset Management, LLC | 31,348 | $1.74M | 0.07% | +31,348 | New |
| Ashford Capital Management Inc | 31,053 | $1.72M | 0.16% | −827−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,894 | $1.71M | 0.02% | −3,000−8.9% | Reduced |
| IFM Investors Pty Ltd | 30,726 | $1.70M | 0.04% | −710−2.3% | Reduced |
| Sepio Capital, LP | 30,191 | $1.67M | 0.14% | −1,637−5.1% | Reduced |
| Wall Street Access Asset Management, LLC | 30,000 | $1.66M | 0.73% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 29,461 | $1.63M | 0.01% | +110.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,291 | $1.62M | 0.02% | −48,641−62.4% | Reduced |
| Ameritas Investment Partners, Inc. | 28,993 | $1.61M | 0.06% | −60,082−67.5% | Reduced |
| Eaton Vance Management | 33,342 | $1.56M | 0.00% | +35+0.1% | Added |
| Public Employees Retirement Association of Colorado | 27,764 | $1.54M | 0.01% | +7,452+36.7% | Added |
| Engineers Gate Manager LP | 27,725 | $1.54M | 0.09% | +27,725 | New |
| Metropolitan Life Insurance Co | 27,631 | $1.53M | 0.02% | −17,243−38.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,980 | $1.50M | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25,590 | $1.42M | 0.01% | +1,067+4.4% | Added |
| Gyon Technologies Capital Management, LP | 25,432 | $1.41M | 0.38% | −22,830−47.3% | Reduced |
| Nissay Asset Management Corp | 25,281 | $1.40M | 0.01% | +843+3.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,855 | $1.40M | 0.02% | +21,855 | New |
| Steward Partners Investment Advisory, LLC | 24,923 | $1.38M | 0.02% | +259+1.1% | Added |
| Glenmede Trust Co NA | 24,747 | $1.37M | 0.01% | −3,452−12.2% | Reduced |
| Cim, LLC | 21,808 | $1.35M | 0.21% | +641+3.0% | Added |
| Crawford Investment Counsel Inc | 24,095 | $1.34M | 0.03% | +180+0.8% | Added |
| Motive Wealth Advisors | 24,083 | $1.33M | 0.90% | +3,214+15.4% | Added |
| Harbor Advisors LLC | 24,000 | $1.33M | 0.27% | 00.0% | Unchanged |
| Sciencast Management LP | 21,672 | $1.31M | 0.37% | +21,672 | New |
| Virtu Financial LLC | 23,189 | $1.29M | 0.11% | +23,189 | New |
| Prudential PLC | 23,029 | $1.28M | 0.02% | −1,782−7.2% | Reduced |
| WCM Investment Management, LLC | 22,357 | $1.24M | 0.00% | +153+0.7% | Added |
| Hartford Investment Management Co | 22,352 | $1.24M | 0.03% | +22,352 | New |
| Blueshift Asset Management, LLC | 22,334 | $1.24M | 0.07% | +22,334 | New |
| Kesler, Norman & Wride, LLC | 22,109 | $1.23M | 0.29% | −106−0.5% | Reduced |
| Keybank National Association | 21,809 | $1.21M | 0.01% | +2,050+10.4% | Added |
| Crossmark Global Holdings, Inc. | 21,714 | $1.20M | 0.03% | −4,830−18.2% | Reduced |
| Cacti Asset Management LLC | 21,000 | $1.16M | 0.10% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 20,379 | $1.13M | 0.76% | +20,379 | New |
| Securian Asset Management, Inc | 20,262 | $1.12M | 0.02% | −1,237−5.8% | Reduced |
| South Dakota Investment Council | 20,200 | $1.12M | 0.02% | 00.0% | Unchanged |
| 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 |
| Veritable, L.P. | 19,780 | $1.10M | 0.02% | +71+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 19,704 | $1.09M | 0.04% | +835+4.4% | Added |
| Wealthfront Advisers LLC | 19,664 | $1.09M | 0.01% | +15,127+333.4% | Added |
| Jefferies Group LLC | 19,633 | $1.09M | 0.03% | +13,062+198.8% | Added |
| ING Groep NV | 19,623 | $1.09M | 0.01% | +19,623 | New |
| Westpac Banking Corp | 19,510 | $1.08M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,488 | $1.08M | 0.04% | −624−3.1% | Reduced |
| Maryland State Retirement & Pension System | 17,999 | $1.02M | 0.03% | 00.0% | Unchanged |
| CX Institutional | 17,968 | $996.0K | 0.08% | 00.0% | Unchanged |
| Macquarie Group Ltd | 17,891 | $992.0K | 0.00% | −171−0.9% | Reduced |
| Coldstream Capital Management Inc | 21,753 | $985.0K | 0.05% | −34,999−61.7% | Reduced |
| SRN Advisors, LLC | 17,592 | $975.5K | 0.45% | −9,770−35.7% | Reduced |
| Prospera Financial Services Inc | 17,510 | $971.0K | 0.05% | +982+5.9% | Added |
| Cumberland Partners Ltd | 17,500 | $970.0K | 0.08% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,467 | $968.0K | 0.02% | +1,506+9.4% | Added |
| Harvest Investment Services, LLC | 17,438 | $966.0K | 0.39% | +1,306+8.1% | Added |
| AlphaCrest Capital Management LLC | 17,332 | $961.0K | 0.05% | −16,606−48.9% | Reduced |
| Elo Mutual Pension Insurance Co | 17,140 | $950.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 16,847 | $934.0K | 0.00% | +10,691+173.7% | Added |
| Achmea Investment Management B.V. | 16,593 | $920.0K | 0.03% | +758+4.8% | Added |
| First Hawaiian Bank | 16,539 | $917.0K | 0.04% | −130−0.8% | Reduced |
| Twin Tree Management, LP | 16,516 | $916.0K | 0.03% | +16,516 | New |
| First Republic Investment Management, Inc. | 16,493 | $915.0K | 0.00% | +324+2.0% | Added |
| Capital Fund Management S.A. | 16,346 | $906.4K | 0.02% | +16,346 | New |
| Tower Research Capital LLC (TRC) | 15,717 | $872.0K | 0.02% | −13,750−46.7% | Reduced |
| BDO Wealth Advisors, LLC | 15,580 | $864.0K | 0.10% | +26+0.2% | Added |
| Oppenheimer Asset Management Inc. | 15,443 | $857.0K | 0.01% | +1,166+8.2% | Added |
| New Mexico Educational Retirement Board | 15,300 | $848.0K | 0.03% | −33,252−68.5% | Reduced |
| Private Trust Co NA | 15,087 | $837.0K | 0.12% | −301−2.0% | Reduced |
| 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 |
| Pearl River Capital, LLC | 14,133 | $784.0K | 0.21% | +14,133 | New |
| Kennedy Capital Management, Inc. | 13,981 | $775.0K | 0.02% | −229−1.6% | Reduced |