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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 57,200 | $4.13M | 0.28% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 115,993 | $4.16M | 0.01% | +29,154+33.6% | Added |
| State of Michigan Retirement System | 59,151 | $4.28M | 0.02% | +151+0.3% | Added |
| Standard Life Aberdeen plc | 58,139 | $4.30M | 0.01% | −10,861−15.7% | Reduced |
| AE Wealth Management LLC | 60,633 | $4.38M | 0.03% | +280.0% | Added |
| State of Tennessee, Treasury Department | 61,334 | $4.43M | 0.02% | −1,205−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 61,700 | $4.46M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 63,866 | $4.62M | 0.03% | +540+0.9% | Added |
| MetLife Investment Management | 64,401 | $4.65M | 0.03% | +12,611+24.4% | Added |
| Arizona State Retirement System | 66,823 | $4.83M | 0.04% | +1,652+2.5% | Added |
| American International Group, Inc. | 69,079 | $4.99M | 0.03% | −1,898−2.7% | Reduced |
| Bridgewater Associates, LP | 70,021 | $5.06M | 0.02% | +15,884+29.3% | Added |
| The PNC Financial Services Group, Inc. | 72,141 | $5.21M | 0.00% | −6,552−8.3% | Reduced |
| Park National Corp | 72,745 | $5.26M | 0.22% | −2,643−3.5% | Reduced |
| Tudor Investment Corp Et Al | 74,720 | $5.40M | 0.14% | −14,109−15.9% | Reduced |
| Distillate Capital Partners LLC | 77,220 | $5.58M | 0.79% | +6,301+8.9% | Added |
| Dorsey Wright & Associates | 77,587 | $5.61M | 1.30% | +77,587 | New |
| Retirement Systems of Alabama | 77,689 | $5.62M | 0.02% | +160.0% | Added |
| Alberta Investment Management Corp | 78,300 | $5.66M | 0.03% | +200+0.3% | Added |
| Millennium Management LLC | 79,277 | $5.73M | 0.01% | −1,453,075−94.8% | Reduced |
| Triasima Portfolio Management inc. | 81,280 | $5.87M | 0.28% | +47,750+142.4% | Added |
| Amalgamated Bank | 82,658 | $5.97M | 0.05% | −3,676−4.3% | Reduced |
| Amalgamated Financial Corp. | 82,658 | $5.97M | 0.05% | +82,658 | New |
| Vident Investment Advisory, LLC | 83,212 | $6.01M | 0.16% | +5,716+7.4% | Added |
| LPL Financial LLC | 83,583 | $6.04M | 0.01% | −7,655−8.4% | Reduced |
| Royal London Asset Management Ltd | 84,238 | $6.09M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 84,413 | $6.10M | 0.02% | −15,472−15.5% | Reduced |
| Whittier Trust Co | 85,331 | $6.17M | 0.10% | +3,232+3.9% | Added |
| Treasurer of the State of North Carolina | 86,373 | $6.24M | 0.03% | −1,867−2.1% | Reduced |
| Richard Bernstein Advisors LLC | 86,718 | $6.34M | 0.13% | +86,718 | New |
| AQR Capital Management LLC | 89,533 | $6.47M | 0.01% | +4,792+5.7% | Added |
| Susquehanna International Group, LLP | 90,166 | $6.52M | 0.01% | −9,768−9.8% | Reduced |
| Korea Investment CORP | 91,700 | $6.63M | 0.02% | −26,800−22.6% | Reduced |
| Macquarie Group Ltd | 92,436 | $6.68M | 0.01% | +83,417+924.9% | Added |
| Storebrand Asset Management AS | 94,390 | $6.82M | 0.03% | +7,574+8.7% | Added |
| Vaughan David Investments LLC | 100,000 | $7.23M | 0.21% | 00.0% | Unchanged |
| Jane Street Group, LLC | 100,211 | $7.24M | 0.01% | +91,074+996.8% | Added |
| Spring Capital Management, LLC | 101,636 | $7.34M | 5.97% | +460+0.5% | Added |
| Janney Montgomery Scott LLC | 102,240 | $7.39M | 0.03% | +43,956+75.4% | Added |
| CIBC Asset Management Inc | 102,295 | $7.39M | 0.03% | −18,882−15.6% | Reduced |
| Marks Group Wealth Management, Inc | 104,037 | $7.52M | 0.94% | +5,874+6.0% | Added |
| First National Bank of Omaha | 104,863 | $7.58M | 0.39% | +17,382+19.9% | Added |
| Assenagon Asset Management S.A. | 105,265 | $7.61M | 0.02% | +105,265 | New |
| Southeast Asset Advisors Inc. | 105,602 | $7.63M | 1.01% | +4,958+4.9% | Added |
| Toronto Dominion Bank | 106,204 | $7.67M | 0.01% | −6,683−5.9% | Reduced |
| Balyasny Asset Management LLC | 106,828 | $7.72M | 0.03% | −230,482−68.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 107,477 | $7.77M | 0.02% | −476,500−81.6% | Reduced |
| Eaton Vance Management | 108,935 | $7.87M | 0.01% | +75,226+223.2% | Added |
| Teacher Retirement System of Texas | 110,505 | $7.99M | 0.04% | +10,440+10.4% | Added |
| Tower Bridge Advisors | 111,978 | $8.09M | 0.54% | −4,775−4.1% | Reduced |
| Asset Management One Co.,Ltd. | 112,275 | $8.11M | 0.03% | +9,427+9.2% | Added |
| Natixis Advisors, L.P. | 113,060 | $8.17M | 0.03% | −36,709−24.5% | Reduced |
| Franklin Resources Inc | 115,177 | $8.32M | 0.00% | +23,402+25.5% | Added |
| Mattern Capital Management, LLC | 117,814 | $8.51M | 1.52% | +1,538+1.3% | Added |
| Rafferty Asset Management, LLC | 117,989 | $8.53M | 0.05% | −5,710−4.6% | Reduced |
| Pictet Asset Management SA | 126,897 | $9.17M | 0.01% | −2,088−1.6% | Reduced |
| CBOE Vest Financial, LLC | 127,320 | $9.20M | 1.67% | +127,320 | New |
| State of New Jersey Common Pension Fund D | 127,926 | $9.24M | 0.03% | +14,940+13.2% | Added |
| Nicholas Company, Inc. | 130,960 | $9.46M | 0.17% | −17,730−11.9% | Reduced |
| Envestnet Asset Management Inc | 132,323 | $9.56M | 0.00% | +25,448+23.8% | Added |
| Aviva PLC | 132,656 | $9.59M | 0.05% | +51,361+63.2% | Added |
| Virginia Retirement Systems Et Al | 134,100 | $9.69M | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 134,396 | $9.71M | 0.11% | +86,258+179.2% | Added |
| HSBC Holdings PLC | 133,977 | $9.76M | 0.01% | +9,977+8.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 138,274 | $9.99M | 0.10% | +25,300+22.4% | Added |
| Neuberger Berman Group LLC | 138,566 | $10.0M | 0.01% | +24,229+21.2% | Added |
| Vancity Investment Management Ltd | 140,862 | $10.2M | 1.20% | +9,238+7.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 141,473 | $10.2M | 0.04% | +388+0.3% | Added |
| Public Employees Retirement System of Ohio | 141,608 | $10.2M | 0.04% | −5,836−4.0% | Reduced |
| Lazard Asset Management LLC | 142,712 | $10.3M | 0.01% | +5,437+4.0% | Added |
| Umb Bank N A | 142,886 | $10.3M | 0.14% | −787−0.5% | Reduced |
| Bank of Montreal | 146,654 | $10.7M | 0.01% | −6,673−4.4% | Reduced |
| Lountzis Asset Management, LLC | 148,725 | $10.7M | 5.97% | −1,629−1.1% | Reduced |
| Brookfield Asset Management Inc. | 149,379 | $10.8M | 0.04% | +149,379 | New |
| Bar Harbor Trust Services | 150,730 | $10.9M | 3.29% | +804+0.5% | Added |
| Baird Financial Group, Inc. | 159,915 | $11.6M | 0.03% | +3,775+2.4% | Added |
| Voya Investment Management LLC | 161,206 | $11.7M | 0.02% | +65,294+68.1% | Added |
| Chilton Investment Co LLC | 162,016 | $11.7M | 0.28% | +57,331+54.8% | Added |
| Great West Life Assurance Co | 161,610 | $12.3M | 0.03% | −11,865−6.8% | Reduced |
| Gateway Investment Advisers LLC | 170,826 | $12.3M | 0.12% | +3,007+1.8% | Added |
| Nomura Asset Management Co Ltd | 173,040 | $12.5M | 0.07% | +119,790+225.0% | Added |
| Brewin Dolphin Ltd | 176,885 | $12.8M | 0.52% | +148,200+516.6% | Added |
| BNP Paribas Arbitrage, SA | 189,955 | $13.7M | 0.03% | +39,694+26.4% | Added |
| Motley Fool Asset Management LLC | 190,380 | $13.8M | 1.01% | −8,658−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 193,933 | $14.0M | 0.06% | +84,514+77.2% | Added |
| Worldquant Millennium Advisors LLC | 194,791 | $14.1M | 0.34% | −175,621−47.4% | Reduced |
| 1832 Asset Management L.P. | 208,314 | $14.8M | 0.02% | +201,453+2,936.2% | Added |
| State of Wisconsin Investment Board | 207,399 | $15.0M | 0.03% | +71,998+53.2% | Added |
| Cresset Asset Management, LLC | 222,954 | $16.1M | 0.17% | +2,684+1.2% | Added |
| Diamond Hill Capital Management Inc | 229,749 | $16.6M | 0.06% | −104,847−31.3% | Reduced |
| British Columbia Investment Management Corp | 233,060 | $16.8M | 0.11% | −134,061−36.5% | Reduced |
| DekaBank Deutsche Girozentrale | 231,015 | $16.9M | 0.04% | −4,038−1.7% | Reduced |
| UBS Group AG | 245,671 | $17.8M | 0.01% | +184,046+298.7% | Added |
| Prudential Financial Inc | 250,833 | $18.1M | 0.02% | +44,075+21.3% | Added |
| Schwartz Investment Counsel Inc | 251,700 | $18.2M | 0.76% | +12,000+5.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 267,096 | $19.3M | 0.04% | −8,051−2.9% | Reduced |
| New York State Teachers Retirement System | 269,146 | $19.5M | 0.04% | +1040.0% | Added |
| TD Asset Management Inc | 270,546 | $19.6M | 0.02% | +24,812+10.1% | Added |
| Citigroup Inc | 273,168 | $19.7M | 0.02% | −469−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 277,273 | $20.0M | 0.63% | +4,103+1.5% | Added |