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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 45,695 | $3.21M | 0.10% | +23,942+110.1% | Added |
| Ensign Peak Advisors, Inc | 44,775 | $3.15M | 0.01% | +39,165+698.1% | Added |
| Henshaw Capital LLC | 42,869 | $3.01M | 0.17% | 00.0% | Unchanged |
| Utah Retirement Systems | 42,436 | $2.98M | 0.04% | +100+0.2% | Added |
| Calamos Advisors LLC | 42,321 | $2.97M | 0.01% | +5,068+13.6% | Added |
| Achmea Investment Management B.V. | 42,068 | $2.96M | 0.14% | +25,475+153.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 42,153 | $2.94M | 0.02% | −15,562−27.0% | Reduced |
| Mutual of America Capital Management LLC | 41,773 | $2.94M | 0.03% | +309+0.7% | Added |
| Independent Advisor Alliance | 41,625 | $2.92M | 0.14% | −98−0.2% | Reduced |
| Gotham Asset Management, LLC | 41,320 | $2.90M | 0.09% | +9,972+31.8% | Added |
| Gulf International Bank (UK) Ltd | 39,300 | $2.76M | 0.04% | −8,800−18.3% | Reduced |
| Public Sector Pension Investment Board | 39,120 | $2.75M | 0.01% | −300−0.8% | Reduced |
| Truist Financial Corp | 38,804 | $2.73M | 0.00% | −3,573−8.4% | Reduced |
| Terry L. Blaker | 38,778 | $2.73M | 0.21% | −705−1.8% | Reduced |
| Handelsbanken Fonder AB | 38,234 | $2.69M | 0.01% | −8,200−17.7% | Reduced |
| Ashford Capital Management Inc | 38,061 | $2.67M | 0.27% | +7,008+22.6% | Added |
| Mackenzie Financial Corp | 37,060 | $2.60M | 0.00% | −143−0.4% | Reduced |
| STRS Ohio | 36,208 | $2.54M | 0.01% | +33,465+1,220.0% | Added |
| HighTower Advisors, LLC | 36,040 | $2.53M | 0.01% | +167+0.5% | Added |
| Advisory Services Network, LLC | 35,897 | $2.52M | 0.07% | −780−2.1% | Reduced |
| Integrity Financial Corp | 35,772 | $2.51M | 1.87% | +35,772 | New |
| Mariner, LLC | 35,665 | $2.51M | 0.01% | +24,464+218.4% | Added |
| Mackay Shields LLC | 35,143 | $2.47M | 0.02% | −720−2.0% | Reduced |
| DnB Asset Management AS | 35,032 | $2.46M | 0.01% | +2,159+6.6% | Added |
| Comerica Bank | 37,967 | $2.45M | 0.02% | −7,206−16.0% | Reduced |
| Guggenheim Capital LLC | 34,756 | $2.44M | 0.01% | −8,898−20.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,648 | $2.44M | 0.00% | +3,085+9.8% | Added |
| V Wealth Advisors LLC | 34,416 | $2.42M | 0.35% | +224+0.7% | Added |
| Keybank National Association | 33,966 | $2.39M | 0.01% | +12,157+55.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,940 | $2.38M | 0.01% | −7,042−17.2% | Reduced |
| State of Alaska, Department of Revenue | 33,932 | $2.38M | 0.02% | −1,960−5.5% | Reduced |
| Eaton Vance Management | 33,709 | $2.37M | 0.00% | +367+1.1% | Added |
| Triasima Portfolio Management inc. | 33,530 | $2.36M | 0.11% | +33,530 | New |
| Wall Street Access Asset Management, LLC | 33,159 | $2.33M | 1.24% | +3,159+10.5% | Added |
| US Bancorp | 32,407 | $2.28M | 0.00% | −459−1.4% | Reduced |
| Texas Permanent School Fund | 32,333 | $2.27M | 0.03% | −3,776−10.5% | Reduced |
| Stephens Inc | 32,136 | $2.26M | 0.03% | −5,380−14.3% | 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 |
| BOK Financial Private Wealth, Inc. | 31,770 | $2.23M | 0.15% | −354−1.1% | Reduced |
| Bessemer Group Inc | 31,306 | $2.20M | 0.00% | −439−1.4% | Reduced |
| Covey Capital Advisors, LLC | 31,107 | $2.19M | 1.75% | +31,107 | New |
| IFM Investors Pty Ltd | 30,726 | $2.16M | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30,579 | $2.15M | 0.04% | +14,862+94.6% | Added |
| Point72 Asset Management, L.P. | 30,400 | $2.14M | 0.01% | −439,808−93.5% | Reduced |
| Sepio Capital, LP | 30,227 | $2.12M | 0.16% | +36+0.1% | Added |
| Bright Rock Capital Management, LLC | 30,000 | $2.11M | 0.48% | +30,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,423 | $2.07M | 0.02% | +132+0.5% | Added |
| Brewin Dolphin Ltd | 28,685 | $2.02M | 0.09% | +28,685 | New |
| Public Employees Retirement Association of Colorado | 27,764 | $1.95M | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 27,510 | $1.93M | 0.12% | +530+2.0% | Added |
| Carmignac Gestion | 27,429 | $1.93M | 0.03% | +18,064+192.9% | Added |
| Paloma Partners Management Co | 27,300 | $1.92M | 0.06% | +27,300 | New |
| Metropolitan Life Insurance Co | 27,085 | $1.90M | 0.03% | −546−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 26,651 | $1.87M | 0.01% | +15,320+135.2% | Added |
| Glenmede Trust Co NA | 26,546 | $1.86M | 0.01% | +1,799+7.3% | Added |
| Nissay Asset Management Corp | 25,604 | $1.80M | 0.01% | +323+1.3% | Added |
| Penserra Capital Management LLC | 25,405 | $1.78M | 0.04% | +25,405 | New |
| Steward Partners Investment Advisory, LLC | 25,112 | $1.76M | 0.03% | +189+0.8% | Added |
| Brown Brothers Harriman & Co | 24,507 | $1.72M | 0.01% | −1,083−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 24,444 | $1.72M | 0.04% | +2,730+12.6% | Added |
| Crawford Investment Counsel Inc | 24,095 | $1.69M | 0.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 24,075 | $1.69M | 0.04% | +1,723+7.7% | Added |
| 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 |
| Panagora Asset Management Inc | 23,691 | $1.67M | 0.01% | −5,770−19.6% | Reduced |
| Ameritas Investment Partners, Inc. | 23,548 | $1.65M | 0.06% | −5,445−18.8% | Reduced |
| Motive Wealth Advisors | 23,300 | $1.64M | 0.99% | −783−3.3% | Reduced |
| WCM Investment Management, LLC | 22,524 | $1.58M | 0.00% | +167+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,473 | $1.58M | 0.01% | +15,262+211.6% | Added |
| Prudential PLC | 22,261 | $1.56M | 0.02% | −768−3.3% | Reduced |
| Salem Investment Counselors Inc | 22,000 | $1.55M | 0.05% | +22,000 | New |
| Kesler, Norman & Wride, LLC | 21,921 | $1.54M | 0.33% | −188−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,878 | $1.54M | 0.06% | +2,174+11.0% | Added |
| Wealthfront Advisers LLC | 21,423 | $1.51M | 0.01% | +1,759+8.9% | Added |
| SRB Corp | 21,302 | $1.50M | 0.08% | +21,302 | New |
| USA Financial Portformulas Corp | 21,046 | $1.48M | 1.27% | +21,046 | New |
| Cacti Asset Management LLC | 21,000 | $1.48M | 0.12% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,992 | $1.48M | 0.03% | +3,525+20.2% | Added |
| KBC Group NV | 20,556 | $1.45M | 0.00% | −334,135−94.2% | Reduced |
| Aigen Investment Management, LP | 21,624 | $1.44M | 0.09% | −10,796−33.3% | Reduced |
| South Dakota Investment Council | 20,200 | $1.42M | 0.02% | 00.0% | Unchanged |
| SRN Advisors, LLC | 20,070 | $1.41M | 0.51% | +2,478+14.1% | Added |
| Securian Asset Management, Inc | 19,820 | $1.39M | 0.03% | −442−2.2% | Reduced |
| 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 |
| Bellwether Advisors, LLC | 19,721 | $1.39M | 0.43% | +19,666+35,756.4% | Added |
| Westpac Banking Corp | 19,510 | $1.37M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,580 | $1.31M | 0.04% | −908−4.7% | Reduced |
| First Republic Investment Management, Inc. | 18,399 | $1.29M | 0.00% | +1,906+11.6% | Added |
| First Hawaiian Bank | 18,394 | $1.29M | 0.04% | +1,855+11.2% | Added |
| Lindenwold Advisors | 18,117 | $1.27M | 0.74% | +18,117 | New |
| Elo Mutual Pension Insurance Co | 18,089 | $1.27M | 0.04% | +949+5.5% | Added |
| Maryland State Retirement & Pension System | 17,999 | $1.26M | 0.03% | 00.0% | Unchanged |
| CX Institutional | 17,981 | $1.26M | 0.10% | +13+0.1% | Added |
| Jump Financial, LLC | 17,700 | $1.24M | 0.08% | +13,300+302.3% | Added |
| GWM Advisors LLC | 17,561 | $1.23M | 0.02% | +10,434+146.4% | Added |
| Veritable, L.P. | 17,512 | $1.23M | 0.02% | −2,268−11.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,231 | $1.21M | 0.01% | −13,663−44.2% | Reduced |
| Cim, LLC | 18,698 | $1.21M | 0.22% | −3,110−14.3% | Reduced |