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, Q1 2022
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2022. 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
- 581
- +33 vs. Q4 2021
- Shares held
- 205.1M
- −974.7K (−0.5%) vs. Q4 2021
- Total value
- $14.8B
- +$332.0M (+2.3%) vs. Q4 2021
- New holders
- 84
- 219 more added
- Sold out
- 51
- 192 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 4,526 | $465.0K | 0.01% | 00.0% | Unchanged |
| Next Level Private LLC | 6,465 | $467.0K | 0.38% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 6,487 | $469.0K | 0.18% | −613−8.6% | Reduced |
| Palladium Partners LLC | 6,550 | $473.0K | 0.02% | −800−10.9% | Reduced |
| Blueshift Asset Management, LLC | 6,582 | $476.0K | 0.04% | +6,582 | New |
| Contravisory Investment Management, Inc. | 6,734 | $487.0K | 0.14% | +6,734 | New |
| Brookstone Capital Management | 6,838 | $496.0K | 0.01% | +20+0.3% | Added |
| Laurion Capital Management LP | 6,876 | $497.0K | 0.01% | +6,876 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,921 | $500.0K | 0.04% | +643+10.2% | Added |
| Creative Planning | 7,007 | $506.0K | 0.00% | +1,991+39.7% | Added |
| Citadel Advisors LLC | 7,111 | $514.0K | 0.00% | −199,090−96.6% | Reduced |
| FourThought Financial, LLC | 7,120 | $515.0K | 0.07% | −353−4.7% | Reduced |
| RMB Capital Management, LLC | 7,132 | $515.0K | 0.02% | +2,677+60.1% | Added |
| Cetera Advisor Networks LLC | 7,303 | $528.0K | 0.01% | +2,387+48.6% | Added |
| Glenview Trust Co | 7,454 | $539.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,683 | $555.0K | 0.31% | +7,683 | New |
| JSF Financial, LLC | 7,881 | $570.0K | 0.24% | +1,575+25.0% | Added |
| Paloma Partners Management Co | 8,000 | $578.0K | 0.04% | −19,300−70.7% | Reduced |
| Holland Advisory Services, Inc. | 8,175 | $591.0K | 0.69% | +11+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 8,221 | $594.0K | 0.07% | +2,272+38.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,258 | $597.0K | 0.00% | −134,527−94.2% | Reduced |
| Horizon Investments, LLC | 8,375 | $604.0K | 0.02% | +1,902+29.4% | Added |
| Keeley-Teton Advisors, LLC | 8,800 | $636.0K | 0.07% | +8,800 | New |
| Fiduciary Trust Co | 8,904 | $643.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,925 | $645.0K | 0.04% | +8,925 | New |
| Campbell & CO Investment Adviser LLC | 8,944 | $646.0K | 0.17% | +8,944 | New |
| Erste Asset Management GmbH | 8,900 | $647.1K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 8,973 | $648.0K | 0.14% | +8,973 | New |
| Vestmark Advisory Solutions, Inc. | 8,972 | $648.0K | 0.04% | +8,972 | New |
| Procyon Private Wealth Partners, LLC | 9,010 | $651.0K | 0.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,108 | $658.2K | 0.16% | +9,108 | New |
| Norinchukin Bank, The | 9,223 | $667.0K | 0.01% | +1,950+26.8% | Added |
| Seeyond | 9,264 | $669.0K | 0.07% | −277−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,328 | $674.0K | 0.01% | −1,217−11.5% | Reduced |
| Occidental Asset Management, LLC | 9,548 | $690.0K | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,640 | $697.0K | 0.01% | +1,010+11.7% | Added |
| Glenmede Trust Co NA | 9,725 | $702.0K | 0.00% | −16,821−63.4% | Reduced |
| Swiss Life Asset Management Ltd | 9,996 | $722.4K | 0.01% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 10,057 | $727.0K | 0.55% | +1,593+18.8% | Added |
| MML Investors Services, LLC | 10,314 | $745.0K | 0.01% | +5,378+109.0% | Added |
| Illinois Municipal Retirement Fund | 10,583 | $765.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,883 | $787.0K | 0.12% | +6,441+145.0% | Added |
| M&T Bank Corp | 10,915 | $789.0K | 0.00% | −1,207−10.0% | Reduced |
| Toroso Investments, LLC | 10,945 | $791.0K | 0.02% | +1,062+10.7% | Added |
| Resonant Capital Advisors, LLC | 11,258 | $817.0K | 0.12% | +682+6.4% | Added |
| Wedbush Securities Inc | 11,386 | $823.0K | 0.04% | −640−5.3% | Reduced |
| Orrstown Financial Services Inc | 11,480 | $830.0K | 1.55% | −1,539−11.8% | Reduced |
| Unigestion Holding SA | 11,617 | $840.0K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 11,800 | $853.0K | 0.03% | +11,800 | New |
| Cross Staff Investments Inc | 12,000 | $867.0K | 0.80% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 12,035 | $870.0K | 0.01% | −1,130−8.6% | Reduced |
| Commerce Bank | 12,049 | $871.0K | 0.01% | −195−1.6% | Reduced |
| Triad Investment Management | 12,611 | $911.0K | 0.86% | +636+5.3% | Added |
| Tributary Capital Management, LLC | 12,646 | $914.0K | 0.07% | +5,446+75.6% | Added |
| Nordea Investment Management AB | 12,583 | $924.0K | 0.00% | −580−4.4% | Reduced |
| Private Advisory Group LLC | 12,820 | $927.0K | 0.18% | +12,820 | New |
| Echo Street Capital Management LLC | 12,852 | $929.0K | 0.01% | +12,852 | New |
| Interval Partners, LP | 13,130 | $949.0K | 0.07% | −77,985−85.6% | Reduced |
| SG Americas Securities, LLC | 13,159 | $951.0K | 0.01% | −55,918−81.0% | Reduced |
| New Mexico Educational Retirement Board | 13,600 | $983.0K | 0.04% | −700−4.9% | Reduced |
| Oppenheimer Asset Management Inc. | 13,714 | $991.0K | 0.01% | −1,565−10.2% | Reduced |
| Metropolitan Life Insurance Co | 14,130 | $1.02M | 0.04% | −12,955−47.8% | Reduced |
| BDO Wealth Advisors, LLC | 14,174 | $1.02M | 0.11% | −178−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,238 | $1.03M | 0.02% | +7,368+107.2% | Added |
| USA Financial Portformulas Corp | 14,249 | $1.03M | 1.10% | −6,797−32.3% | Reduced |
| Daiwa Securities Group Inc. | 14,321 | $1.03M | 0.01% | +257+1.8% | Added |
| Penobscot Investment Management Company, Inc. | 14,530 | $1.05M | 0.15% | +5,460+60.2% | Added |
| Louisiana State Employees Retirement System | 14,800 | $1.05M | 0.02% | +100+0.7% | Added |
| Kentucky Retirement Systems | 14,945 | $1.08M | 0.04% | +608+4.2% | Added |
| JustInvest LLC | 15,046 | $1.09M | 0.05% | +1,226+8.9% | Added |
| Raymond James Trust N.A. | 15,247 | $1.10M | 0.03% | −3,333−17.9% | Reduced |
| Regentatlantic Capital LLC | 15,244 | $1.10M | 0.03% | +995+7.0% | Added |
| Bellwether Advisors, LLC | 15,483 | $1.12M | 0.33% | −4,238−21.5% | Reduced |
| Xponance, Inc. | 16,323 | $1.18M | 0.02% | +74+0.5% | Added |
| Moloney Securities Asset Management, LLC | 16,357 | $1.18M | 0.23% | +12,763+355.1% | Added |
| Teachers Retirement System of the State of Kentucky | 16,513 | $1.19M | 0.01% | −718−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,410 | $1.26M | 0.03% | −3,582−17.1% | Reduced |
| GWM Advisors LLC | 17,460 | $1.26M | 0.02% | −101−0.6% | Reduced |
| Veritable, L.P. | 17,606 | $1.27M | 0.02% | +94+0.5% | Added |
| Kennedy Capital Management, Inc. | 17,658 | $1.28M | 0.03% | +4,775+37.1% | Added |
| Aquila Investment Management LLC | 18,000 | $1.30M | 0.74% | −14,000−43.8% | Reduced |
| Maryland State Retirement & Pension System | 17,999 | $1.30M | 0.04% | 00.0% | Unchanged |
| CX Institutional | 18,018 | $1.30M | 0.10% | +37+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,088 | $1.31M | 0.00% | +4,559+33.7% | Added |
| Knowledge Leaders Capital, LLC | 18,454 | $1.33M | 0.96% | +18,454 | New |
| Evermay Wealth Management LLC | 18,480 | $1.34M | 0.22% | +18,480 | New |
| Cim, LLC | 18,455 | $1.34M | 0.25% | −243−1.3% | Reduced |
| Brown Brothers Harriman & Co | 18,579 | $1.34M | 0.01% | −5,928−24.2% | Reduced |
| Shilanski & Associates, Inc. | 18,606 | $1.34M | 0.57% | +18,606 | New |
| WCM Investment Management, LLC | 18,663 | $1.35M | 0.00% | −3,861−17.1% | Reduced |
| Oregon Public Employees Retirement Fund | 18,855 | $1.36M | 0.01% | +2,455+15.0% | Added |
| Elo Mutual Pension Insurance Co | 18,880 | $1.36M | 0.04% | +791+4.4% | Added |
| Lindenwold Advisors | 19,052 | $1.38M | 0.85% | +935+5.2% | Added |
| Bokf, NA | 19,072 | $1.38M | 0.02% | +19,072 | New |
| Occudo Quantitative Strategies LP | 19,255 | $1.39M | 0.12% | +19,255 | New |
| Securian Asset Management, Inc | 19,420 | $1.40M | 0.03% | −400−2.0% | Reduced |
| Prospera Financial Services Inc | 19,470 | $1.41M | 0.06% | +4,415+29.3% | Added |
| Westpac Banking Corp | 19,510 | $1.41M | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 19,939 | $1.44M | 0.01% | −1,484−6.9% | Reduced |
| SRN Advisors, LLC | 20,284 | $1.47M | 0.65% | +214+1.1% | Added |