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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 167,819 | $11.8M | 0.11% | +58,444+53.4% | Added |
| Baird Financial Group, Inc. | 156,140 | $11.0M | 0.03% | +8,864+6.0% | Added |
| Wellington Management Group LLP | 153,345 | $10.8M | 0.00% | −14,645−8.7% | Reduced |
| Bank of Montreal | 153,327 | $10.7M | 0.01% | −235,871−60.6% | Reduced |
| Lountzis Asset Management, LLC | 150,354 | $10.6M | 6.04% | −562−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 150,261 | $10.6M | 0.03% | −98,694−39.6% | Reduced |
| Bar Harbor Trust Services | 149,926 | $10.5M | 2.82% | +855+0.6% | Added |
| Natixis Advisors, L.P. | 149,769 | $10.5M | 0.04% | +7,503+5.3% | Added |
| Nicholas Company, Inc. | 148,690 | $10.4M | 0.17% | −23,455−13.6% | Reduced |
| Public Employees Retirement System of Ohio | 147,444 | $10.4M | 0.03% | −3,099−2.1% | Reduced |
| First Trust Advisors LP | 145,931 | $10.3M | 0.01% | +68,560+88.6% | Added |
| Umb Bank N A | 143,673 | $10.1M | 0.13% | +143,673 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 142,785 | $10.0M | 0.05% | +60,007+72.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 141,085 | $9.91M | 0.03% | −2,928−2.0% | Reduced |
| Lazard Asset Management LLC | 137,275 | $9.65M | 0.01% | −38,623−22.0% | Reduced |
| State of Wisconsin Investment Board | 135,401 | $9.52M | 0.02% | +21,046+18.4% | Added |
| Virginia Retirement Systems Et Al | 134,100 | $9.43M | 0.09% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 131,624 | $9.25M | 1.06% | +131,624 | New |
| Renaissance Technologies LLC | 130,500 | $9.17M | 0.01% | −301,300−69.8% | Reduced |
| Pictet Asset Management SA | 128,985 | $9.06M | 0.01% | −102,421−44.3% | Reduced |
| Rafferty Asset Management, LLC | 123,699 | $8.69M | 0.05% | +11,113+9.9% | Added |
| HSBC Holdings PLC | 124,000 | $8.69M | 0.01% | +13,295+12.0% | Added |
| CIBC Asset Management Inc | 121,177 | $8.52M | 0.03% | +535+0.4% | Added |
| Korea Investment CORP | 118,500 | $8.33M | 0.02% | +4,600+4.0% | Added |
| Tower Bridge Advisors | 116,753 | $8.21M | 0.50% | +2,000+1.7% | Added |
| Mattern Capital Management, LLC | 116,276 | $8.17M | 1.43% | −3,080−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 112,986 | $7.94M | 0.02% | +2,736+2.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 112,974 | $7.94M | 0.07% | −14,426−11.3% | Reduced |
| Toronto Dominion Bank | 112,887 | $7.93M | 0.01% | +17,191+18.0% | Added |
| Neuberger Berman Group LLC | 114,337 | $7.86M | 0.01% | +30,191+35.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,419 | $7.53M | 0.03% | +15,459+16.5% | Added |
| Envestnet Asset Management Inc | 106,875 | $7.51M | 0.00% | +480+0.5% | Added |
| Chilton Investment Co LLC | 104,685 | $7.36M | 0.15% | +100,723+2,542.2% | Added |
| Asset Management One Co.,Ltd. | 102,848 | $7.18M | 0.03% | −4,741−4.4% | Reduced |
| Spring Capital Management, LLC | 101,176 | $7.11M | 5.65% | +101,176 | New |
| Southeast Asset Advisors Inc. | 100,644 | $7.07M | 0.97% | +1,574+1.6% | Added |
| Teacher Retirement System of Texas | 100,065 | $7.03M | 0.03% | +36,571+57.6% | Added |
| Vaughan David Investments LLC | 100,000 | $7.03M | 0.21% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 99,934 | $7.02M | 0.01% | +42,671+74.5% | Added |
| Man Group plc | 99,885 | $7.02M | 0.02% | +13,115+15.1% | Added |
| Marks Group Wealth Management, Inc | 98,163 | $6.89M | 0.84% | −10,070−9.3% | Reduced |
| Voya Investment Management LLC | 95,912 | $6.74M | 0.01% | −8,717−8.3% | Reduced |
| ExodusPoint Capital Management, LP | 92,185 | $6.48M | 0.08% | +8,553+10.2% | Added |
| Capitolis Advisors LLC | 91,863 | $6.46M | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 91,775 | $6.45M | 0.00% | +5,300+6.1% | Added |
| LPL Financial LLC | 91,238 | $6.41M | 0.01% | +11,479+14.4% | Added |
| Interval Partners, LP | 91,115 | $6.40M | 0.44% | −45,897−33.5% | Reduced |
| Tudor Investment Corp Et Al | 88,829 | $6.24M | 0.12% | +83,274+1,499.1% | Added |
| Treasurer of the State of North Carolina | 88,240 | $6.20M | 0.03% | +350+0.4% | Added |
| CTF Capital Management, LP | 87,522 | $6.15M | 3.97% | +87,522 | New |
| First National Bank of Omaha | 87,481 | $6.15M | 0.29% | +87,481 | New |
| Storebrand Asset Management AS | 86,816 | $6.10M | 0.03% | +15,204+21.2% | Added |
| Amalgamated Bank | 86,334 | $6.07M | 0.04% | +3,942+4.8% | Added |
| Advisor Group Holdings, Inc. | 86,839 | $6.02M | 0.01% | +11,295+15.0% | Added |
| Royal London Asset Management Ltd | 84,238 | $5.92M | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 84,741 | $5.90M | 0.01% | −4,826−5.4% | Reduced |
| Whittier Trust Co | 82,099 | $5.77M | 0.09% | +1,838+2.3% | Added |
| Aviva PLC | 81,295 | $5.71M | 0.02% | +9,571+13.3% | Added |
| Prana Capital Management, LP | 80,133 | $5.63M | 0.44% | −204,146−71.8% | Reduced |
| The PNC Financial Services Group, Inc. | 78,693 | $5.53M | 0.00% | +209+0.3% | Added |
| Alberta Investment Management Corp | 78,100 | $5.49M | 0.03% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 77,673 | $5.46M | 0.02% | −2,592−3.2% | Reduced |
| Vident Investment Advisory, LLC | 77,496 | $5.45M | 0.14% | +23,867+44.5% | Added |
| Park National Corp | 75,388 | $5.30M | 0.21% | −5,100−6.3% | Reduced |
| HWG Holdings LP | 73,080 | $5.14M | 2.41% | +73,080 | New |
| American International Group, Inc. | 70,977 | $4.99M | 0.02% | −367−0.5% | Reduced |
| Distillate Capital Partners LLC | 70,919 | $4.98M | 0.84% | +17,979+34.0% | Added |
| IronBridge Private Wealth, LLC | 70,357 | $4.94M | 2.57% | −11,064−13.6% | Reduced |
| Mirabella Financial Services LLP | 70,020 | $4.92M | 0.50% | −25,351−26.6% | Reduced |
| SG Americas Securities, LLC | 69,077 | $4.86M | 0.03% | +16,190+30.6% | Added |
| Standard Life Aberdeen plc | 69,000 | $4.85M | 0.01% | −3,723−5.1% | Reduced |
| ProShare Advisors LLC | 65,209 | $4.58M | 0.01% | +11,289+20.9% | Added |
| Arizona State Retirement System | 65,171 | $4.58M | 0.03% | −2,062−3.1% | 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 |
| Schroder Investment Management Group | 63,769 | $4.48M | 0.01% | −196,385−75.5% | Reduced |
| Captrust Financial Advisors | 63,326 | $4.45M | 0.03% | −2,615−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 62,643 | $4.40M | 0.01% | +1,238+2.0% | Added |
| State of Tennessee, Treasury Department | 62,539 | $4.39M | 0.02% | −83,888−57.3% | Reduced |
| UBS Group AG | 61,625 | $4.33M | 0.00% | −161,499−72.4% | Reduced |
| AE Wealth Management LLC | 60,605 | $4.26M | 0.03% | +442+0.7% | Added |
| HRT Financial LP | 59,355 | $4.17M | 0.02% | −140,596−70.3% | Reduced |
| State of Michigan Retirement System | 59,000 | $4.15M | 0.02% | +300+0.5% | Added |
| Janney Montgomery Scott LLC | 58,284 | $4.10M | 0.02% | −3,375−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 61,700 | $4.09M | 0.03% | −1,000−1.6% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $4.02M | 0.27% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 56,726 | $3.99M | 0.14% | −12,062−17.5% | Reduced |
| Bridgewater Associates, LP | 54,137 | $3.81M | 0.02% | −62,504−53.6% | Reduced |
| Nomura Asset Management Co Ltd | 53,250 | $3.74M | 0.02% | −1,741−3.2% | Reduced |
| USS Investment Management Ltd | 52,954 | $3.72M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 51,790 | $3.64M | 0.03% | −1,000−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,177 | $3.60M | 0.01% | +2,595+5.3% | Added |
| Great Lakes Advisors, LLC | 50,625 | $3.56M | 0.05% | −1,167−2.3% | Reduced |
| CIBC World Markets Corp | 50,513 | $3.55M | 0.02% | −11,234−18.2% | Reduced |
| Segantii Capital Management Ltd | 48,390 | $3.40M | 0.11% | +48,390 | New |
| Yousif Capital Management, LLC | 48,138 | $3.38M | 0.04% | +48,138 | New |
| Thrivent Financial for Lutherans | 47,515 | $3.34M | 0.01% | −3,632−7.1% | Reduced |
| Ironwood Investment Counsel, LLC | 47,190 | $3.32M | 0.76% | 00.0% | Unchanged |
| Summit Global Investments | 46,074 | $3.24M | 0.21% | +46,074 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 45,701 | $3.21M | 0.01% | +45,525+25,866.5% | Added |