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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 20,318 | $1.47M | 0.00% | +535+2.7% | Added |
| Keybank National Association | 20,689 | $1.50M | 0.01% | −13,277−39.1% | Reduced |
| SRB Corp | 21,302 | $1.54M | 0.09% | 00.0% | Unchanged |
| USS Investment Management Ltd | 21,403 | $1.55M | 0.01% | −31,551−59.6% | Reduced |
| Cacti Asset Management LLC | 21,000 | $1.55M | 0.12% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 21,849 | $1.58M | 0.35% | −72−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 21,853 | $1.58M | 0.00% | +21,853 | New |
| First Republic Investment Management, Inc. | 21,871 | $1.58M | 0.00% | +3,472+18.9% | Added |
| Salem Investment Counselors Inc | 22,000 | $1.59M | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 22,037 | $1.59M | 0.10% | +22,037 | New |
| Sound Financial Strategies Group, LLC | 22,184 | $1.60M | 0.89% | +22,184 | New |
| Hartford Investment Management Co | 22,305 | $1.61M | 0.04% | −1,770−7.4% | Reduced |
| Motive Wealth Advisors | 22,314 | $1.61M | 1.11% | −986−4.2% | Reduced |
| First Hawaiian Bank | 23,080 | $1.67M | 0.05% | +4,686+25.5% | Added |
| Dynamic Technology Lab Private Ltd | 23,103 | $1.67M | 0.20% | +23,103 | New |
| Ameritas Investment Partners, Inc. | 23,548 | $1.70M | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,670 | $1.71M | 0.08% | +13,300+128.3% | Added |
| Rockefeller Capital Management L.P. | 23,705 | $1.71M | 0.01% | −2,946−11.1% | Reduced |
| Quantbot Technologies LP | 23,846 | $1.72M | 0.15% | +20,521+617.2% | Added |
| Harbor Advisors LLC | 24,000 | $1.73M | 0.36% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 24,445 | $1.77M | 0.03% | +350+1.5% | Added |
| Seven Eight Capital, LP | 24,455 | $1.77M | 0.24% | +18,067+282.8% | Added |
| Crossmark Global Holdings, Inc. | 25,244 | $1.82M | 0.04% | +800+3.3% | Added |
| Sepio Capital, LP | 25,345 | $1.83M | 0.16% | −4,882−16.2% | Reduced |
| Bensler, LLC | 25,922 | $1.87M | 0.39% | +25,922 | New |
| Whittier Trust Co of Nevada Inc | 26,147 | $1.89M | 0.07% | +4,269+19.5% | Added |
| Nissay Asset Management Corp | 26,299 | $1.90M | 0.02% | +695+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,359 | $1.91M | 0.01% | −38,039−59.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,210 | $1.97M | 0.11% | −300−1.1% | Reduced |
| Carmignac Gestion | 27,429 | $1.98M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 27,764 | $2.01M | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 28,685 | $2.07M | 0.07% | −17,010−37.2% | Reduced |
| KBC Group NV | 28,824 | $2.08M | 0.01% | +8,268+40.2% | Added |
| Jump Financial, LLC | 29,319 | $2.12M | 0.09% | +11,619+65.6% | Added |
| Prudential PLC | 29,743 | $2.15M | 0.03% | +7,482+33.6% | Added |
| HRT Financial LP | 29,939 | $2.16M | 0.02% | −29,416−49.6% | Reduced |
| Bright Rock Capital Management, LLC | 30,000 | $2.17M | 0.51% | 00.0% | Unchanged |
| Bessemer Group Inc | 30,374 | $2.19M | 0.00% | −932−3.0% | Reduced |
| Texas Permanent School Fund | 30,413 | $2.20M | 0.03% | −1,920−5.9% | Reduced |
| Covey Capital Advisors, LLC | 30,579 | $2.21M | 2.29% | −528−1.7% | Reduced |
| Cerity Partners LLC | 30,857 | $2.23M | 0.03% | +30,857 | New |
| Guggenheim Capital LLC | 31,313 | $2.26M | 0.01% | −3,443−9.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,373 | $2.27M | 0.02% | +1,950+6.6% | Added |
| US Bancorp | 31,609 | $2.28M | 0.00% | −798−2.5% | Reduced |
| Stephens Inc | 31,868 | $2.30M | 0.04% | −268−0.8% | Reduced |
| Hyperion Capital Advisors LP | 32,000 | $2.31M | 0.88% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 32,790 | $2.37M | 0.01% | −6,330−16.2% | Reduced |
| State of Alaska, Department of Revenue | 32,987 | $2.38M | 0.03% | −945−2.8% | Reduced |
| Panagora Asset Management Inc | 33,172 | $2.40M | 0.01% | +9,481+40.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,453 | $2.42M | 0.01% | +10,980+48.9% | Added |
| Northwestern Mutual Wealth Management Co | 33,473 | $2.42M | 0.00% | −1,175−3.4% | Reduced |
| Bank of Nova Scotia | 33,571 | $2.43M | 0.00% | −136,314−80.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,704 | $2.44M | 0.01% | −236−0.7% | Reduced |
| V Wealth Advisors LLC | 33,792 | $2.44M | 0.39% | −624−1.8% | Reduced |
| Mackay Shields LLC | 33,841 | $2.44M | 0.02% | −1,302−3.7% | Reduced |
| Advisory Services Network, LLC | 33,962 | $2.45M | 0.07% | −1,935−5.4% | Reduced |
| STRS Ohio | 34,521 | $2.49M | 0.01% | −1,687−4.7% | Reduced |
| Ensign Peak Advisors, Inc | 35,010 | $2.53M | 0.01% | −9,765−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 35,215 | $2.54M | 0.02% | +4,636+15.2% | Added |
| Mariner, LLC | 35,690 | $2.58M | 0.01% | +25+0.1% | Added |
| Integrity Financial Corp | 35,772 | $2.58M | 2.13% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 36,138 | $2.61M | 0.00% | −922−2.5% | Reduced |
| DnB Asset Management AS | 36,293 | $2.62M | 0.02% | +1,261+3.6% | Added |
| IFM Investors Pty Ltd | 36,315 | $2.62M | 0.04% | +5,589+18.2% | Added |
| Terry L. Blaker | 36,613 | $2.65M | 0.22% | −2,165−5.6% | Reduced |
| ING Groep NV | 37,200 | $2.69M | 0.03% | +27,704+291.7% | Added |
| Edgestream Partners, L.P. | 37,493 | $2.71M | 0.22% | −231,919−86.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 37,701 | $2.73M | 0.19% | +5,931+18.7% | Added |
| Handelsbanken Fonder AB | 38,234 | $2.76M | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 39,000 | $2.82M | 0.06% | +39,000 | New |
| Gulf International Bank (UK) Ltd | 39,125 | $2.83M | 0.04% | −175−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,657 | $2.87M | 0.01% | −11,520−22.5% | Reduced |
| Squarepoint Ops LLC | 40,564 | $2.93M | 0.02% | −23,837−37.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 40,928 | $2.96M | 0.00% | −995,461−96.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 40,980 | $2.96M | 0.05% | +15,868+63.2% | Added |
| HighTower Advisors, LLC | 41,506 | $3.00M | 0.01% | +5,466+15.2% | Added |
| Independent Advisor Alliance | 41,528 | $3.00M | 0.14% | −97−0.2% | Reduced |
| Utah Retirement Systems | 41,736 | $3.02M | 0.04% | −700−1.6% | Reduced |
| Wall Street Access Asset Management, LLC | 42,048 | $3.04M | 1.68% | +8,889+26.8% | Added |
| Mutual of America Capital Management LLC | 42,117 | $3.04M | 0.03% | +344+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,824 | $3.05M | 0.04% | +35,955+612.6% | Added |
| Calamos Advisors LLC | 42,321 | $3.06M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 42,869 | $3.10M | 0.18% | 00.0% | Unchanged |
| SEI Investments Co | 43,409 | $3.13M | 0.01% | +37,278+608.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 44,202 | $3.19M | 0.02% | +2,049+4.9% | Added |
| Gotham Asset Management, LLC | 44,369 | $3.21M | 0.10% | +3,049+7.4% | Added |
| Ironwood Investment Counsel, LLC | 44,515 | $3.22M | 0.79% | −2,675−5.7% | Reduced |
| Summit Global Investments | 44,879 | $3.24M | 0.24% | −1,195−2.6% | Reduced |
| Comerica Bank | 45,934 | $3.26M | 0.02% | +7,967+21.0% | Added |
| Achmea Investment Management B.V. | 45,260 | $3.27M | 0.09% | +3,192+7.6% | Added |
| Commonwealth Equity Services, LLC | 46,042 | $3.33M | 0.01% | −16,601−26.5% | Reduced |
| Thrivent Financial for Lutherans | 47,446 | $3.43M | 0.01% | −69−0.1% | Reduced |
| CTF Capital Management, LP | 47,522 | $3.43M | 1.72% | −40,000−45.7% | Reduced |
| HWG Holdings LP | 48,705 | $3.52M | 1.76% | −24,375−33.4% | Reduced |
| Great Lakes Advisors, LLC | 49,483 | $3.58M | 0.06% | −1,142−2.3% | Reduced |
| TAP Consulting, LLC | 51,074 | $3.69M | 0.97% | +48,683+2,036.1% | Added |
| Cubist Systematic Strategies, LLC | 52,120 | $3.77M | 0.03% | +46,658+854.2% | Added |
| CIBC World Markets Corp | 55,013 | $3.98M | 0.03% | +4,500+8.9% | Added |
| DuPont Capital Management Corp | 56,304 | $4.07M | 0.16% | −422−0.7% | Reduced |
| Sigma Planning Corp | 56,529 | $4.08M | 0.12% | +56,529 | New |