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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 277,536 | $20.1M | 0.19% | +13,728+5.2% | Added |
| Susquehanna Fundamental Investments, LLC | 281,933 | $20.4M | 0.40% | +99,241+54.3% | Added |
| Victory Capital Management Inc | 331,976 | $20.6M | 0.02% | +16,013+5.1% | Added |
| State Board of Administration of Florida Retirement System | 289,022 | $20.9M | 0.04% | −2,449−0.8% | Reduced |
| Alliancebernstein L.P. | 296,678 | $21.4M | 0.01% | −10,137−3.3% | Reduced |
| Prospector Partners LLC | 301,855 | $21.8M | 2.70% | −27,925−8.5% | Reduced |
| Summit Wealth Partners, LLC | 308,322 | $22.3M | 5.05% | −70,000−18.5% | Reduced |
| Truist Financial Corp | 321,478 | $23.2M | 0.04% | +282,674+728.5% | Added |
| Philo Smith Capital Corp | 325,450 | $23.5M | 8.60% | 00.0% | Unchanged |
| FMR LLC | 330,486 | $23.9M | 0.00% | +88,539+36.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 341,645 | $24.7M | 0.28% | −371,720−52.1% | Reduced |
| Russell Investments Group, Ltd. | 346,804 | $25.1M | 0.04% | +168,274+94.3% | Added |
| National Bank of Canada | 350,454 | $25.3M | 0.10% | +334,332+2,073.8% | Added |
| First Trust Advisors LP | 352,234 | $25.5M | 0.03% | +206,303+141.4% | Added |
| Stifel Financial Corp | 353,558 | $25.6M | 0.03% | +52,008+17.2% | Added |
| Schroder Investment Management Group | 366,947 | $26.7M | 0.04% | +303,178+475.4% | Added |
| Renaissance Technologies LLC | 377,700 | $27.3M | 0.03% | +247,200+189.4% | Added |
| National Pension Service | 385,415 | $27.9M | 0.05% | +385,389+1,482,265.4% | Added |
| California State Teachers Retirement System | 392,107 | $28.3M | 0.04% | −23,481−5.7% | Reduced |
| Goldman Sachs Group Inc | 392,463 | $28.4M | 0.01% | −55,046−12.3% | Reduced |
| Rhumbline Advisers | 415,285 | $30.0M | 0.04% | −57,343−12.1% | Reduced |
| Motley Fool Wealth Management, LLC | 424,865 | $30.7M | 1.47% | −6,629−1.5% | Reduced |
| Dundas Partners LLP | 429,689 | $31.1M | 2.82% | +83,072+24.0% | Added |
| Snyder Capital Management L P | 434,146 | $31.4M | 0.80% | −13,432−3.0% | Reduced |
| JPMorgan Chase & Co | 460,933 | $33.3M | 0.00% | +214,342+86.9% | Added |
| Federated Hermes, Inc. | 470,793 | $34.0M | 0.08% | −207,125−30.6% | Reduced |
| Raymond James & Associates | 501,177 | $36.2M | 0.03% | −109,944−18.0% | Reduced |
| New York State Common Retirement Fund | 514,597 | $37.2M | 0.04% | +600+0.1% | Added |
| Janus Henderson Group PLC | 531,071 | $38.4M | 0.02% | −232,216−30.4% | Reduced |
| PGGM Investments | 572,487 | $40.2M | 0.20% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 564,971 | $40.8M | 0.34% | −46,346−7.6% | Reduced |
| AXA S.A. | 596,000 | $43.1M | 0.12% | +174,100+41.3% | Added |
| Acadian Asset Management LLC | 609,698 | $44.0M | 0.18% | +248,494+68.8% | Added |
| Deutsche Bank AG | 625,273 | $45.2M | 0.02% | +36,272+6.2% | Added |
| Boston Financial Mangement LLC | 626,826 | $45.3M | 1.72% | −2,637−0.4% | Reduced |
| Ameriprise Financial Inc | 659,086 | $45.7M | 0.01% | +336,889+104.6% | Added |
| Parametric Portfolio Associates LLC | 633,652 | $45.8M | 0.02% | +82,523+15.0% | Added |
| Confluence Investment Management LLC | 656,131 | $47.4M | 0.66% | −64,643−9.0% | Reduced |
| Tandem Investment Advisors, Inc. | 657,394 | $47.5M | 2.91% | +36,815+5.9% | Added |
| Royal Bank of Canada | 698,057 | $50.4M | 0.01% | +37,643+5.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 698,705 | $50.5M | 0.03% | −168,006−19.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 708,539 | $51.2M | 0.12% | +19,618+2.8% | Added |
| Barclays PLC | 708,516 | $51.2M | 0.04% | +1730.0% | Added |
| Credit Suisse AG | 711,568 | $51.4M | 0.04% | +45,818+6.9% | Added |
| FIL Ltd | 726,196 | $52.5M | 0.05% | +37,671+5.5% | Added |
| Nuveen Asset Management, LLC | 813,642 | $56.6M | 0.02% | −23,128−2.8% | Reduced |
| Amundi | 787,197 | $57.8M | 0.04% | +286,022+57.1% | Added |
| Wellington Management Group LLP | 814,770 | $58.9M | 0.01% | +661,425+431.3% | Added |
| Swiss National Bank | 1,039,775 | $75.1M | 0.04% | +130,100+14.3% | Added |
| UBS Asset Management Americas Inc | 1,095,442 | $79.2M | 0.03% | +31,679+3.0% | Added |
| Scout Investments, Inc. | 1,205,395 | $87.1M | 1.39% | −23,150−1.9% | Reduced |
| Madison Asset Management, LLC | 1,346,075 | $97.3M | 1.39% | −12,702−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,382,404 | $99.9M | 0.07% | −743,316−35.0% | Reduced |
| Legal & General Group Plc | 1,415,612 | $102.3M | 0.03% | −8,068−0.6% | Reduced |
| Bank of America Corp | 1,425,563 | $103.0M | 0.01% | −7,144−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,567,441 | $113.3M | 0.04% | −24,895−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,683,849 | $121.7M | 0.04% | +42,899+2.6% | Added |
| California Public Employees Retirement System | 1,752,931 | $126.7M | 0.10% | −47,215−2.6% | Reduced |
| Bank of New York Mellon Corp | 1,807,304 | $130.6M | 0.03% | −10,664−0.6% | Reduced |
| Morgan Stanley | 2,220,072 | $160.4M | 0.02% | +656,869+42.0% | Added |
| Norges Bank | 2,256,925 | $163.1M | 0.04% | +113,629+5.3% | Added |
| ProShare Advisors LLC | 2,458,680 | $177.7M | 0.38% | +2,393,471+3,670.5% | Added |
| Northern Trust Corp | 2,467,038 | $178.3M | 0.03% | −6,051−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,560,224 | $185.0M | 0.40% | +966,166+60.6% | Added |
| Fenimore Asset Management Inc | 2,614,079 | $188.9M | 4.62% | −270,689−9.4% | Reduced |
| Clarkston Capital Partners, LLC | 3,063,658 | $221.4M | 3.69% | −955,677−23.8% | Reduced |
| Invesco Ltd. | 3,207,698 | $231.8M | 0.06% | +284,786+9.7% | Added |
| Wells Fargo & Company | 3,562,014 | $257.4M | 0.07% | +30,687+0.9% | Added |
| NN Investment Partners Holdings N.V. | 3,571,474 | $258.1M | 1.39% | −90,373−2.5% | Reduced |
| APG Asset Management N.V. | 4,207,072 | $273.3M | 0.52% | +213,753+5.4% | Added |
| Geode Capital Management, LLC | 4,827,551 | $348.2M | 0.04% | −46,053−0.9% | Reduced |
| Price T Rowe Associates Inc | 5,774,998 | $417.4M | 0.04% | +35,167+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 6,055,391 | $437.6M | 0.55% | −346,133−5.4% | Reduced |
| Atlanta Capital Management Co L L C | 6,068,306 | $438.6M | 1.62% | −4,793−0.1% | Reduced |
| First Eagle Investment Management, LLC | 6,364,187 | $459.9M | 1.13% | −912,780−12.5% | Reduced |
| Principal Financial Group Inc | 8,854,266 | $639.9M | 0.40% | +723,275+8.9% | Added |
| State Street Corp | 12,007,620 | $867.8M | 0.04% | −62,584−0.5% | Reduced |
| Select Equity Group, L.P. | 18,539,433 | $1.34B | 4.36% | +263,444+1.4% | Added |
| BlackRock Inc. | 19,448,540 | $1.41B | 0.04% | +98,905+0.5% | Added |
| Vanguard Group Inc | 27,122,342 | $1.96B | 0.05% | −1,155,507−4.1% | Reduced |
| Sofos Investments, Inc. | 720 | – | – | −120−14.3% | Reduced |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −1,456,785−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −664,800−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −240,914−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −213,201−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −178,792−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −92,185−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −91,863−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −80,133−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −70,357−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −70,020−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −48,390−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −38,061−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −30,400−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,624−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −19,773−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,342−100.0% | Sold out |