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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 86,816 | $6.10M | 0.03% | +15,204+21.2% | Added |
| First National Bank of Omaha | 87,481 | $6.15M | 0.29% | +87,481 | New |
| CTF Capital Management, LP | 87,522 | $6.15M | 3.97% | +87,522 | New |
| Treasurer of the State of North Carolina | 88,240 | $6.20M | 0.03% | +350+0.4% | Added |
| Tudor Investment Corp Et Al | 88,829 | $6.24M | 0.12% | +83,274+1,499.1% | Added |
| Interval Partners, LP | 91,115 | $6.40M | 0.44% | −45,897−33.5% | Reduced |
| LPL Financial LLC | 91,238 | $6.41M | 0.01% | +11,479+14.4% | Added |
| Franklin Resources Inc | 91,775 | $6.45M | 0.00% | +5,300+6.1% | Added |
| Capitolis Advisors LLC | 91,863 | $6.46M | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 92,185 | $6.48M | 0.08% | +8,553+10.2% | Added |
| Voya Investment Management LLC | 95,912 | $6.74M | 0.01% | −8,717−8.3% | Reduced |
| Marks Group Wealth Management, Inc | 98,163 | $6.89M | 0.84% | −10,070−9.3% | Reduced |
| Man Group plc | 99,885 | $7.02M | 0.02% | +13,115+15.1% | Added |
| Susquehanna International Group, LLP | 99,934 | $7.02M | 0.01% | +42,671+74.5% | Added |
| Vaughan David Investments LLC | 100,000 | $7.03M | 0.21% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 100,065 | $7.03M | 0.03% | +36,571+57.6% | Added |
| Southeast Asset Advisors Inc. | 100,644 | $7.07M | 0.97% | +1,574+1.6% | Added |
| Spring Capital Management, LLC | 101,176 | $7.11M | 5.65% | +101,176 | New |
| Asset Management One Co.,Ltd. | 102,848 | $7.18M | 0.03% | −4,741−4.4% | Reduced |
| Chilton Investment Co LLC | 104,685 | $7.36M | 0.15% | +100,723+2,542.2% | Added |
| Envestnet Asset Management Inc | 106,875 | $7.51M | 0.00% | +480+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,419 | $7.53M | 0.03% | +15,459+16.5% | Added |
| Neuberger Berman Group LLC | 114,337 | $7.86M | 0.01% | +30,191+35.9% | Added |
| Toronto Dominion Bank | 112,887 | $7.93M | 0.01% | +17,191+18.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 112,974 | $7.94M | 0.07% | −14,426−11.3% | Reduced |
| State of New Jersey Common Pension Fund D | 112,986 | $7.94M | 0.02% | +2,736+2.5% | Added |
| Mattern Capital Management, LLC | 116,276 | $8.17M | 1.43% | −3,080−2.6% | Reduced |
| Tower Bridge Advisors | 116,753 | $8.21M | 0.50% | +2,000+1.7% | Added |
| Korea Investment CORP | 118,500 | $8.33M | 0.02% | +4,600+4.0% | Added |
| CIBC Asset Management Inc | 121,177 | $8.52M | 0.03% | +535+0.4% | Added |
| HSBC Holdings PLC | 124,000 | $8.69M | 0.01% | +13,295+12.0% | Added |
| Rafferty Asset Management, LLC | 123,699 | $8.69M | 0.05% | +11,113+9.9% | Added |
| Pictet Asset Management SA | 128,985 | $9.06M | 0.01% | −102,421−44.3% | Reduced |
| Renaissance Technologies LLC | 130,500 | $9.17M | 0.01% | −301,300−69.8% | Reduced |
| Vancity Investment Management Ltd | 131,624 | $9.25M | 1.06% | +131,624 | New |
| Virginia Retirement Systems Et Al | 134,100 | $9.43M | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 135,401 | $9.52M | 0.02% | +21,046+18.4% | Added |
| Lazard Asset Management LLC | 137,275 | $9.65M | 0.01% | −38,623−22.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 141,085 | $9.91M | 0.03% | −2,928−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 142,785 | $10.0M | 0.05% | +60,007+72.5% | Added |
| Umb Bank N A | 143,673 | $10.1M | 0.13% | +143,673 | New |
| First Trust Advisors LP | 145,931 | $10.3M | 0.01% | +68,560+88.6% | Added |
| Public Employees Retirement System of Ohio | 147,444 | $10.4M | 0.03% | −3,099−2.1% | Reduced |
| Nicholas Company, Inc. | 148,690 | $10.4M | 0.17% | −23,455−13.6% | Reduced |
| Natixis Advisors, L.P. | 149,769 | $10.5M | 0.04% | +7,503+5.3% | Added |
| Bar Harbor Trust Services | 149,926 | $10.5M | 2.82% | +855+0.6% | Added |
| BNP Paribas Arbitrage, SA | 150,261 | $10.6M | 0.03% | −98,694−39.6% | Reduced |
| Lountzis Asset Management, LLC | 150,354 | $10.6M | 6.04% | −562−0.4% | Reduced |
| Bank of Montreal | 153,327 | $10.7M | 0.01% | −235,871−60.6% | Reduced |
| Wellington Management Group LLP | 153,345 | $10.8M | 0.00% | −14,645−8.7% | Reduced |
| Baird Financial Group, Inc. | 156,140 | $11.0M | 0.03% | +8,864+6.0% | Added |
| Gateway Investment Advisers LLC | 167,819 | $11.8M | 0.11% | +58,444+53.4% | Added |
| Bank of Nova Scotia | 169,885 | $11.9M | 0.02% | +129,033+315.9% | Added |
| Great West Life Assurance Co | 173,475 | $12.2M | 0.03% | −4,038−2.3% | Reduced |
| Russell Investments Group, Ltd. | 178,530 | $12.5M | 0.02% | +119,645+203.2% | Added |
| Los Angeles Capital Management LLC | 178,792 | $12.6M | 0.05% | +146,721+457.5% | Added |
| Susquehanna Fundamental Investments, LLC | 182,692 | $12.8M | 0.34% | +116,585+176.4% | Added |
| Canada Pension Plan Investment Board | 186,143 | $13.1M | 0.01% | +169,296+1,004.9% | Added |
| Prudential Financial Inc | 206,758 | $13.4M | 0.02% | +14,600+7.6% | Added |
| Motley Fool Asset Management LLC | 199,038 | $14.0M | 0.89% | −962−0.5% | Reduced |
| Andra AP-fonden | 202,100 | $14.2M | 0.29% | +3,300+1.7% | Added |
| Citadel Advisors LLC | 206,201 | $14.5M | 0.02% | −16,268−7.3% | Reduced |
| Ergoteles LLC | 213,201 | $15.0M | 0.58% | −92,873−30.3% | Reduced |
| Cresset Asset Management, LLC | 220,270 | $15.5M | 0.15% | +220,270 | New |
| DekaBank Deutsche Girozentrale | 235,053 | $16.4M | 0.04% | −3,529−1.5% | Reduced |
| Schwartz Investment Counsel Inc | 239,700 | $16.8M | 0.65% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 240,914 | $16.9M | 0.09% | +25,107+11.6% | Added |
| FMR LLC | 241,947 | $17.0M | 0.00% | +22,786+10.4% | Added |
| TD Asset Management Inc | 245,734 | $17.3M | 0.01% | −1,501−0.6% | Reduced |
| JPMorgan Chase & Co | 246,591 | $17.3M | 0.00% | −103,304−29.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 263,808 | $18.5M | 0.18% | +16,812+6.8% | Added |
| New York State Teachers Retirement System | 269,042 | $18.9M | 0.04% | −3,571−1.3% | Reduced |
| Edgestream Partners, L.P. | 269,412 | $18.9M | 1.18% | −129,360−32.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 273,170 | $19.2M | 0.56% | +273,170 | New |
| Citigroup Inc | 273,637 | $19.2M | 0.02% | −79,055−22.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 275,147 | $19.3M | 0.04% | +6,073+2.3% | Added |
| State Board of Administration of Florida Retirement System | 291,471 | $20.5M | 0.04% | +1,058+0.4% | Added |
| Ameriprise Financial Inc | 322,197 | $20.5M | 0.01% | +217,550+207.9% | Added |
| Stifel Financial Corp | 301,550 | $21.2M | 0.03% | +18,441+6.5% | Added |
| Alliancebernstein L.P. | 306,815 | $21.6M | 0.01% | −10,621−3.3% | Reduced |
| Victory Capital Management Inc | 315,963 | $22.2M | 0.02% | +17,611+5.9% | Added |
| Philo Smith Capital Corp | 325,450 | $22.9M | 8.81% | 00.0% | Unchanged |
| Prospector Partners LLC | 329,780 | $23.2M | 2.68% | −25,650−7.2% | Reduced |
| Diamond Hill Capital Management Inc | 334,596 | $23.5M | 0.08% | −75,438−18.4% | Reduced |
| Dundas Partners LLP | 346,617 | $23.6M | 2.94% | +346,617 | New |
| Balyasny Asset Management LLC | 337,310 | $23.7M | 0.10% | −919,192−73.2% | Reduced |
| Acadian Asset Management LLC | 361,204 | $25.4M | 0.09% | +352,740+4,167.5% | Added |
| British Columbia Investment Management Corp | 367,121 | $25.8M | 0.15% | −50,254−12.0% | Reduced |
| Worldquant Millennium Advisors LLC | 370,412 | $26.0M | 0.52% | +192,349+108.0% | Added |
| Summit Wealth Partners, LLC | 378,322 | $26.6M | 5.70% | −16,000−4.1% | Reduced |
| California State Teachers Retirement System | 415,588 | $29.2M | 0.03% | +6,720+1.6% | Added |
| AXA S.A. | 421,900 | $29.7M | 0.08% | −84,018−16.6% | Reduced |
| Motley Fool Wealth Management, LLC | 431,494 | $30.3M | 1.32% | −9,214−2.1% | Reduced |
| Goldman Sachs Group Inc | 447,509 | $31.5M | 0.01% | −74,551−14.3% | Reduced |
| Snyder Capital Management L P | 447,578 | $31.5M | 0.76% | −2,595−0.6% | Reduced |
| Rhumbline Advisers | 472,628 | $33.2M | 0.04% | +12,708+2.8% | Added |
| Amundi | 501,175 | $34.4M | 0.02% | +146,107+41.1% | Added |
| New York State Common Retirement Fund | 513,997 | $36.1M | 0.04% | −75,200−12.8% | Reduced |
| Parametric Portfolio Associates LLC | 551,129 | $38.7M | 0.02% | +72,776+15.2% | Added |
| PGGM Investments | 572,487 | $40.2M | 0.20% | −35,364−5.8% | Reduced |