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, Q4 2021
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 553
- +40 vs. Q3 2021
- Shares held
- 206.2M
- +1.32M (+0.6%) vs. Q3 2021
- Total value
- $14.4B
- +$3.11B (+27.4%) vs. Q3 2021
- New holders
- 94
- 188 more added
- Sold out
- 54
- 178 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holland Advisory Services, Inc. | 8,164 | $574.0K | 0.66% | +8,164 | New |
| Integrated Investment Consultants, LLC | 8,311 | $584.0K | 0.16% | +1,389+20.1% | Added |
| Heartland Bank & Trust Co | 8,464 | $595.0K | 0.44% | +8,464 | New |
| Verition Fund Management LLC | 8,630 | $607.0K | 0.01% | +8,630 | New |
| Teton Advisors, Inc. | 8,800 | $618.0K | 0.09% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 8,900 | $621.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,904 | $626.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 9,019 | $633.0K | 0.00% | −8,872−49.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,010 | $633.0K | 0.13% | +3,577+65.8% | Added |
| Penobscot Investment Management Company, Inc. | 9,070 | $637.0K | 0.09% | +800+9.7% | Added |
| Jane Street Group, LLC | 9,137 | $642.0K | 0.00% | −1,678−15.5% | Reduced |
| Advisors Asset Management, Inc. | 9,455 | $664.5K | 0.01% | −3,028−24.3% | Reduced |
| ING Groep NV | 9,496 | $667.0K | 0.01% | −10,127−51.6% | Reduced |
| Seeyond | 9,541 | $670.0K | 0.06% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 9,548 | $671.0K | 0.16% | +4,269+80.9% | Added |
| Toroso Investments, LLC | 9,883 | $695.0K | 0.02% | +4,858+96.7% | Added |
| Swiss Life Asset Management Ltd | 9,996 | $702.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,370 | $729.0K | 0.03% | +7,175+224.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,545 | $741.0K | 0.01% | −71−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 10,576 | $743.0K | 0.11% | +364+3.6% | Added |
| Illinois Municipal Retirement Fund | 10,583 | $744.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 10,587 | $744.0K | 0.02% | +261+2.5% | Added |
| Quadrature Capital Ltd | 10,838 | $762.0K | 0.04% | +4,965+84.5% | Added |
| Exchange Traded Concepts, LLC | 10,870 | $764.0K | 0.01% | +195+1.8% | Added |
| Unigestion Holding SA | 11,617 | $816.0K | 0.03% | 00.0% | Unchanged |
| Triad Investment Management | 11,975 | $842.0K | 0.76% | +11,975 | New |
| Cross Staff Investments Inc | 12,000 | $843.0K | 0.75% | +12,000 | New |
| Wedbush Securities Inc | 12,026 | $845.0K | 0.04% | −145−1.2% | Reduced |
| M&T Bank Corp | 12,122 | $852.0K | 0.00% | −635−5.0% | Reduced |
| Commerce Bank | 12,244 | $860.0K | 0.01% | −719−5.5% | Reduced |
| Twin Tree Management, LP | 12,342 | $867.0K | 0.02% | −4,174−25.3% | Reduced |
| Orrstown Financial Services Inc | 13,019 | $904.0K | 1.38% | −1,582−10.8% | Reduced |
| Kennedy Capital Management, Inc. | 12,883 | $905.0K | 0.02% | −1,098−7.9% | Reduced |
| Nordea Investment Management AB | 13,163 | $916.0K | 0.00% | +610+4.9% | Added |
| Pacer Advisors, Inc. | 13,165 | $925.0K | 0.01% | −634−4.6% | Reduced |
| Private Trust Co NA | 13,496 | $948.0K | 0.13% | −1,591−10.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,529 | $951.0K | 0.00% | +7,290+116.8% | Added |
| JustInvest LLC | 13,820 | $971.0K | 0.06% | +1,068+8.4% | Added |
| Daiwa Securities Group Inc. | 14,064 | $988.0K | 0.01% | +797+6.0% | Added |
| Regentatlantic Capital LLC | 14,249 | $1.00M | 0.03% | +1,106+8.4% | Added |
| New Mexico Educational Retirement Board | 14,300 | $1.00M | 0.03% | −1,000−6.5% | Reduced |
| Kentucky Retirement Systems | 14,337 | $1.01M | 0.04% | +624+4.6% | Added |
| BDO Wealth Advisors, LLC | 14,352 | $1.01M | 0.11% | −1,228−7.9% | Reduced |
| Castleview Partners, LLC | 71,334 | $1.01M | 0.01% | +71,334 | New |
| Louisiana State Employees Retirement System | 14,700 | $1.03M | 0.02% | +100+0.7% | Added |
| Prospera Financial Services Inc | 15,055 | $1.06M | 0.05% | −2,455−14.0% | Reduced |
| Oppenheimer Asset Management Inc. | 15,279 | $1.07M | 0.01% | −164−1.1% | Reduced |
| National Bank of Canada | 16,122 | $1.11M | 0.00% | +16,122 | New |
| Xponance, Inc. | 16,249 | $1.14M | 0.02% | +3,292+25.4% | Added |
| Oregon Public Employees Retirement Fund | 16,400 | $1.15M | 0.01% | +6,644+68.1% | Added |
| Cumberland Partners Ltd | 16,500 | $1.16M | 0.08% | −1,000−5.7% | Reduced |
| Bayesian Capital Management, LP | 16,700 | $1.17M | 0.37% | +12,600+307.3% | Added |
| Cim, LLC | 18,698 | $1.21M | 0.22% | −3,110−14.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,231 | $1.21M | 0.01% | −13,663−44.2% | Reduced |
| Veritable, L.P. | 17,512 | $1.23M | 0.02% | −2,268−11.5% | Reduced |
| GWM Advisors LLC | 17,561 | $1.23M | 0.02% | +10,434+146.4% | Added |
| Jump Financial, LLC | 17,700 | $1.24M | 0.08% | +13,300+302.3% | Added |
| CX Institutional | 17,981 | $1.26M | 0.10% | +13+0.1% | Added |
| Maryland State Retirement & Pension System | 17,999 | $1.26M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,089 | $1.27M | 0.04% | +949+5.5% | Added |
| Lindenwold Advisors | 18,117 | $1.27M | 0.74% | +18,117 | New |
| First Hawaiian Bank | 18,394 | $1.29M | 0.04% | +1,855+11.2% | Added |
| First Republic Investment Management, Inc. | 18,399 | $1.29M | 0.00% | +1,906+11.6% | Added |
| Raymond James Trust N.A. | 18,580 | $1.31M | 0.04% | −908−4.7% | Reduced |
| Westpac Banking Corp | 19,510 | $1.37M | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 19,721 | $1.39M | 0.43% | +19,666+35,756.4% | Added |
| Allianz Asset Management GmbH | 19,783 | $1.39M | 0.00% | +9,653+95.3% | Added |
| Algert Global LLC | 19,773 | $1.39M | 0.17% | +19,773 | New |
| Securian Asset Management, Inc | 19,820 | $1.39M | 0.03% | −442−2.2% | Reduced |
| SRN Advisors, LLC | 20,070 | $1.41M | 0.51% | +2,478+14.1% | Added |
| South Dakota Investment Council | 20,200 | $1.42M | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 21,624 | $1.44M | 0.09% | −10,796−33.3% | Reduced |
| KBC Group NV | 20,556 | $1.45M | 0.00% | −334,135−94.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,992 | $1.48M | 0.03% | +3,525+20.2% | Added |
| Cacti Asset Management LLC | 21,000 | $1.48M | 0.12% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21,046 | $1.48M | 1.27% | +21,046 | New |
| SRB Corp | 21,302 | $1.50M | 0.08% | +21,302 | New |
| Wealthfront Advisers LLC | 21,423 | $1.51M | 0.01% | +1,759+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 21,878 | $1.54M | 0.06% | +2,174+11.0% | Added |
| Kesler, Norman & Wride, LLC | 21,921 | $1.54M | 0.33% | −188−0.9% | Reduced |
| Salem Investment Counselors Inc | 22,000 | $1.55M | 0.05% | +22,000 | New |
| Prudential PLC | 22,261 | $1.56M | 0.02% | −768−3.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,473 | $1.58M | 0.01% | +15,262+211.6% | Added |
| WCM Investment Management, LLC | 22,524 | $1.58M | 0.00% | +167+0.7% | Added |
| Motive Wealth Advisors | 23,300 | $1.64M | 0.99% | −783−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 23,548 | $1.65M | 0.06% | −5,445−18.8% | Reduced |
| Panagora Asset Management Inc | 23,691 | $1.67M | 0.01% | −5,770−19.6% | Reduced |
| Harbor Advisors LLC | 24,000 | $1.69M | 0.31% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 24,000 | $1.69M | 0.06% | +6,668+38.5% | Added |
| Hartford Investment Management Co | 24,075 | $1.69M | 0.04% | +1,723+7.7% | Added |
| Crawford Investment Counsel Inc | 24,095 | $1.69M | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 24,444 | $1.72M | 0.04% | +2,730+12.6% | Added |
| Brown Brothers Harriman & Co | 24,507 | $1.72M | 0.01% | −1,083−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,112 | $1.76M | 0.03% | +189+0.8% | Added |
| Penserra Capital Management LLC | 25,405 | $1.78M | 0.04% | +25,405 | New |
| Nissay Asset Management Corp | 25,604 | $1.80M | 0.01% | +323+1.3% | Added |
| Glenmede Trust Co NA | 26,546 | $1.86M | 0.01% | +1,799+7.3% | Added |
| Rockefeller Capital Management L.P. | 26,651 | $1.87M | 0.01% | +15,320+135.2% | Added |
| Metropolitan Life Insurance Co | 27,085 | $1.90M | 0.03% | −546−2.0% | Reduced |
| Paloma Partners Management Co | 27,300 | $1.92M | 0.06% | +27,300 | New |