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 |
|---|---|---|---|---|---|
| Carmignac Gestion | 27,429 | $1.93M | 0.03% | +18,064+192.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,510 | $1.93M | 0.12% | +530+2.0% | Added |
| Public Employees Retirement Association of Colorado | 27,764 | $1.95M | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 28,685 | $2.02M | 0.09% | +28,685 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,423 | $2.07M | 0.02% | +132+0.5% | Added |
| Bright Rock Capital Management, LLC | 30,000 | $2.11M | 0.48% | +30,000 | New |
| Sepio Capital, LP | 30,227 | $2.12M | 0.16% | +36+0.1% | Added |
| Point72 Asset Management, L.P. | 30,400 | $2.14M | 0.01% | −439,808−93.5% | Reduced |
| Tower Research Capital LLC (TRC) | 30,579 | $2.15M | 0.04% | +14,862+94.6% | Added |
| IFM Investors Pty Ltd | 30,726 | $2.16M | 0.04% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 31,107 | $2.19M | 1.75% | +31,107 | New |
| Bessemer Group Inc | 31,306 | $2.20M | 0.00% | −439−1.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 31,770 | $2.23M | 0.15% | −354−1.1% | Reduced |
| Hyperion Capital Advisors LP | 32,000 | $2.25M | 0.50% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 32,000 | $2.25M | 1.09% | +32,000 | New |
| Stephens Inc | 32,136 | $2.26M | 0.03% | −5,380−14.3% | Reduced |
| Texas Permanent School Fund | 32,333 | $2.27M | 0.03% | −3,776−10.5% | Reduced |
| US Bancorp | 32,407 | $2.28M | 0.00% | −459−1.4% | Reduced |
| Wall Street Access Asset Management, LLC | 33,159 | $2.33M | 1.24% | +3,159+10.5% | Added |
| Triasima Portfolio Management inc. | 33,530 | $2.36M | 0.11% | +33,530 | New |
| Eaton Vance Management | 33,709 | $2.37M | 0.00% | +367+1.1% | Added |
| State of Alaska, Department of Revenue | 33,932 | $2.38M | 0.02% | −1,960−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,940 | $2.38M | 0.01% | −7,042−17.2% | Reduced |
| Keybank National Association | 33,966 | $2.39M | 0.01% | +12,157+55.7% | Added |
| V Wealth Advisors LLC | 34,416 | $2.42M | 0.35% | +224+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 34,648 | $2.44M | 0.00% | +3,085+9.8% | Added |
| Guggenheim Capital LLC | 34,756 | $2.44M | 0.01% | −8,898−20.4% | Reduced |
| Comerica Bank | 37,967 | $2.45M | 0.02% | −7,206−16.0% | Reduced |
| DnB Asset Management AS | 35,032 | $2.46M | 0.01% | +2,159+6.6% | Added |
| Mackay Shields LLC | 35,143 | $2.47M | 0.02% | −720−2.0% | Reduced |
| Mariner, LLC | 35,665 | $2.51M | 0.01% | +24,464+218.4% | Added |
| Integrity Financial Corp | 35,772 | $2.51M | 1.87% | +35,772 | New |
| Advisory Services Network, LLC | 35,897 | $2.52M | 0.07% | −780−2.1% | Reduced |
| HighTower Advisors, LLC | 36,040 | $2.53M | 0.01% | +167+0.5% | Added |
| STRS Ohio | 36,208 | $2.54M | 0.01% | +33,465+1,220.0% | Added |
| Mackenzie Financial Corp | 37,060 | $2.60M | 0.00% | −143−0.4% | Reduced |
| Ashford Capital Management Inc | 38,061 | $2.67M | 0.27% | +7,008+22.6% | Added |
| Handelsbanken Fonder AB | 38,234 | $2.69M | 0.01% | −8,200−17.7% | Reduced |
| Terry L. Blaker | 38,778 | $2.73M | 0.21% | −705−1.8% | Reduced |
| Truist Financial Corp | 38,804 | $2.73M | 0.00% | −3,573−8.4% | Reduced |
| Public Sector Pension Investment Board | 39,120 | $2.75M | 0.01% | −300−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 39,300 | $2.76M | 0.04% | −8,800−18.3% | Reduced |
| Gotham Asset Management, LLC | 41,320 | $2.90M | 0.09% | +9,972+31.8% | Added |
| Independent Advisor Alliance | 41,625 | $2.92M | 0.14% | −98−0.2% | Reduced |
| Mutual of America Capital Management LLC | 41,773 | $2.94M | 0.03% | +309+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 42,153 | $2.94M | 0.02% | −15,562−27.0% | Reduced |
| Achmea Investment Management B.V. | 42,068 | $2.96M | 0.14% | +25,475+153.5% | Added |
| Calamos Advisors LLC | 42,321 | $2.97M | 0.01% | +5,068+13.6% | Added |
| Utah Retirement Systems | 42,436 | $2.98M | 0.04% | +100+0.2% | Added |
| Henshaw Capital LLC | 42,869 | $3.01M | 0.17% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 44,775 | $3.15M | 0.01% | +39,165+698.1% | Added |
| Coldstream Capital Management Inc | 45,695 | $3.21M | 0.10% | +23,942+110.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,701 | $3.21M | 0.01% | +45,525+25,866.5% | Added |
| Summit Global Investments | 46,074 | $3.24M | 0.21% | +46,074 | New |
| Ironwood Investment Counsel, LLC | 47,190 | $3.32M | 0.76% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 47,515 | $3.34M | 0.01% | −3,632−7.1% | Reduced |
| Yousif Capital Management, LLC | 48,138 | $3.38M | 0.04% | +48,138 | New |
| Segantii Capital Management Ltd | 48,390 | $3.40M | 0.11% | +48,390 | New |
| CIBC World Markets Corp | 50,513 | $3.55M | 0.02% | −11,234−18.2% | Reduced |
| Great Lakes Advisors, LLC | 50,625 | $3.56M | 0.05% | −1,167−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,177 | $3.60M | 0.01% | +2,595+5.3% | Added |
| MetLife Investment Management | 51,790 | $3.64M | 0.03% | −1,000−1.9% | Reduced |
| USS Investment Management Ltd | 52,954 | $3.72M | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 53,250 | $3.74M | 0.02% | −1,741−3.2% | Reduced |
| Bridgewater Associates, LP | 54,137 | $3.81M | 0.02% | −62,504−53.6% | Reduced |
| DuPont Capital Management Corp | 56,726 | $3.99M | 0.14% | −12,062−17.5% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $4.02M | 0.27% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 61,700 | $4.09M | 0.03% | −1,000−1.6% | Reduced |
| Janney Montgomery Scott LLC | 58,284 | $4.10M | 0.02% | −3,375−5.5% | Reduced |
| State of Michigan Retirement System | 59,000 | $4.15M | 0.02% | +300+0.5% | Added |
| HRT Financial LP | 59,355 | $4.17M | 0.02% | −140,596−70.3% | Reduced |
| AE Wealth Management LLC | 60,605 | $4.26M | 0.03% | +442+0.7% | Added |
| UBS Group AG | 61,625 | $4.33M | 0.00% | −161,499−72.4% | Reduced |
| State of Tennessee, Treasury Department | 62,539 | $4.39M | 0.02% | −83,888−57.3% | Reduced |
| Commonwealth Equity Services, LLC | 62,643 | $4.40M | 0.01% | +1,238+2.0% | Added |
| Captrust Financial Advisors | 63,326 | $4.45M | 0.03% | −2,615−4.0% | Reduced |
| Schroder Investment Management Group | 63,769 | $4.48M | 0.01% | −196,385−75.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 64,398 | $4.53M | 0.02% | +1,855+3.0% | Added |
| Squarepoint Ops LLC | 64,401 | $4.53M | 0.02% | +50,890+376.7% | Added |
| Arizona State Retirement System | 65,171 | $4.58M | 0.03% | −2,062−3.1% | Reduced |
| ProShare Advisors LLC | 65,209 | $4.58M | 0.01% | +11,289+20.9% | Added |
| Standard Life Aberdeen plc | 69,000 | $4.85M | 0.01% | −3,723−5.1% | Reduced |
| SG Americas Securities, LLC | 69,077 | $4.86M | 0.03% | +16,190+30.6% | Added |
| Mirabella Financial Services LLP | 70,020 | $4.92M | 0.50% | −25,351−26.6% | Reduced |
| IronBridge Private Wealth, LLC | 70,357 | $4.94M | 2.57% | −11,064−13.6% | Reduced |
| Distillate Capital Partners LLC | 70,919 | $4.98M | 0.84% | +17,979+34.0% | Added |
| American International Group, Inc. | 70,977 | $4.99M | 0.02% | −367−0.5% | Reduced |
| HWG Holdings LP | 73,080 | $5.14M | 2.41% | +73,080 | New |
| Park National Corp | 75,388 | $5.30M | 0.21% | −5,100−6.3% | Reduced |
| Vident Investment Advisory, LLC | 77,496 | $5.45M | 0.14% | +23,867+44.5% | Added |
| Retirement Systems of Alabama | 77,673 | $5.46M | 0.02% | −2,592−3.2% | Reduced |
| Alberta Investment Management Corp | 78,100 | $5.49M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 78,693 | $5.53M | 0.00% | +209+0.3% | Added |
| Prana Capital Management, LP | 80,133 | $5.63M | 0.44% | −204,146−71.8% | Reduced |
| Aviva PLC | 81,295 | $5.71M | 0.02% | +9,571+13.3% | Added |
| Whittier Trust Co | 82,099 | $5.77M | 0.09% | +1,838+2.3% | Added |
| AQR Capital Management LLC | 84,741 | $5.90M | 0.01% | −4,826−5.4% | Reduced |
| Royal London Asset Management Ltd | 84,238 | $5.92M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 86,839 | $6.02M | 0.01% | +11,295+15.0% | Added |
| Amalgamated Bank | 86,334 | $6.07M | 0.04% | +3,942+4.8% | Added |