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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 170,826 | $12.3M | 0.12% | +3,007+1.8% | Added |
| Great West Life Assurance Co | 161,610 | $12.3M | 0.03% | −11,865−6.8% | Reduced |
| Chilton Investment Co LLC | 162,016 | $11.7M | 0.28% | +57,331+54.8% | Added |
| Voya Investment Management LLC | 161,206 | $11.7M | 0.02% | +65,294+68.1% | Added |
| Baird Financial Group, Inc. | 159,915 | $11.6M | 0.03% | +3,775+2.4% | Added |
| Bar Harbor Trust Services | 150,730 | $10.9M | 3.29% | +804+0.5% | Added |
| Brookfield Asset Management Inc. | 149,379 | $10.8M | 0.04% | +149,379 | New |
| Lountzis Asset Management, LLC | 148,725 | $10.7M | 5.97% | −1,629−1.1% | Reduced |
| Bank of Montreal | 146,654 | $10.7M | 0.01% | −6,673−4.4% | Reduced |
| Umb Bank N A | 142,886 | $10.3M | 0.14% | −787−0.5% | Reduced |
| Lazard Asset Management LLC | 142,712 | $10.3M | 0.01% | +5,437+4.0% | Added |
| Public Employees Retirement System of Ohio | 141,608 | $10.2M | 0.04% | −5,836−4.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 141,473 | $10.2M | 0.04% | +388+0.3% | Added |
| Vancity Investment Management Ltd | 140,862 | $10.2M | 1.20% | +9,238+7.0% | Added |
| Neuberger Berman Group LLC | 138,566 | $10.0M | 0.01% | +24,229+21.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 138,274 | $9.99M | 0.10% | +25,300+22.4% | Added |
| HSBC Holdings PLC | 133,977 | $9.76M | 0.01% | +9,977+8.0% | Added |
| Yousif Capital Management, LLC | 134,396 | $9.71M | 0.11% | +86,258+179.2% | Added |
| Virginia Retirement Systems Et Al | 134,100 | $9.69M | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 132,656 | $9.59M | 0.05% | +51,361+63.2% | Added |
| Envestnet Asset Management Inc | 132,323 | $9.56M | 0.00% | +25,448+23.8% | Added |
| Nicholas Company, Inc. | 130,960 | $9.46M | 0.17% | −17,730−11.9% | Reduced |
| State of New Jersey Common Pension Fund D | 127,926 | $9.24M | 0.03% | +14,940+13.2% | Added |
| CBOE Vest Financial, LLC | 127,320 | $9.20M | 1.67% | +127,320 | New |
| Pictet Asset Management SA | 126,897 | $9.17M | 0.01% | −2,088−1.6% | Reduced |
| Rafferty Asset Management, LLC | 117,989 | $8.53M | 0.05% | −5,710−4.6% | Reduced |
| Mattern Capital Management, LLC | 117,814 | $8.51M | 1.52% | +1,538+1.3% | Added |
| Franklin Resources Inc | 115,177 | $8.32M | 0.00% | +23,402+25.5% | Added |
| Natixis Advisors, L.P. | 113,060 | $8.17M | 0.03% | −36,709−24.5% | Reduced |
| Asset Management One Co.,Ltd. | 112,275 | $8.11M | 0.03% | +9,427+9.2% | Added |
| Tower Bridge Advisors | 111,978 | $8.09M | 0.54% | −4,775−4.1% | Reduced |
| Teacher Retirement System of Texas | 110,505 | $7.99M | 0.04% | +10,440+10.4% | Added |
| Eaton Vance Management | 108,935 | $7.87M | 0.01% | +75,226+223.2% | Added |
| Caisse de Depot Et Placement du Quebec | 107,477 | $7.77M | 0.02% | −476,500−81.6% | Reduced |
| Balyasny Asset Management LLC | 106,828 | $7.72M | 0.03% | −230,482−68.3% | Reduced |
| Toronto Dominion Bank | 106,204 | $7.67M | 0.01% | −6,683−5.9% | Reduced |
| Southeast Asset Advisors Inc. | 105,602 | $7.63M | 1.01% | +4,958+4.9% | Added |
| Assenagon Asset Management S.A. | 105,265 | $7.61M | 0.02% | +105,265 | New |
| First National Bank of Omaha | 104,863 | $7.58M | 0.39% | +17,382+19.9% | Added |
| Marks Group Wealth Management, Inc | 104,037 | $7.52M | 0.94% | +5,874+6.0% | Added |
| CIBC Asset Management Inc | 102,295 | $7.39M | 0.03% | −18,882−15.6% | Reduced |
| Janney Montgomery Scott LLC | 102,240 | $7.39M | 0.03% | +43,956+75.4% | Added |
| Spring Capital Management, LLC | 101,636 | $7.34M | 5.97% | +460+0.5% | Added |
| Jane Street Group, LLC | 100,211 | $7.24M | 0.01% | +91,074+996.8% | Added |
| Vaughan David Investments LLC | 100,000 | $7.23M | 0.21% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 94,390 | $6.82M | 0.03% | +7,574+8.7% | Added |
| Macquarie Group Ltd | 92,436 | $6.68M | 0.01% | +83,417+924.9% | Added |
| Korea Investment CORP | 91,700 | $6.63M | 0.02% | −26,800−22.6% | Reduced |
| Susquehanna International Group, LLP | 90,166 | $6.52M | 0.01% | −9,768−9.8% | Reduced |
| AQR Capital Management LLC | 89,533 | $6.47M | 0.01% | +4,792+5.7% | Added |
| Richard Bernstein Advisors LLC | 86,718 | $6.34M | 0.13% | +86,718 | New |
| Treasurer of the State of North Carolina | 86,373 | $6.24M | 0.03% | −1,867−2.1% | Reduced |
| Whittier Trust Co | 85,331 | $6.17M | 0.10% | +3,232+3.9% | Added |
| Man Group plc | 84,413 | $6.10M | 0.02% | −15,472−15.5% | Reduced |
| Royal London Asset Management Ltd | 84,238 | $6.09M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 83,583 | $6.04M | 0.01% | −7,655−8.4% | Reduced |
| Vident Investment Advisory, LLC | 83,212 | $6.01M | 0.16% | +5,716+7.4% | 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 |
| Triasima Portfolio Management inc. | 81,280 | $5.87M | 0.28% | +47,750+142.4% | Added |
| Millennium Management LLC | 79,277 | $5.73M | 0.01% | −1,453,075−94.8% | Reduced |
| Alberta Investment Management Corp | 78,300 | $5.66M | 0.03% | +200+0.3% | Added |
| Retirement Systems of Alabama | 77,689 | $5.62M | 0.02% | +160.0% | Added |
| Dorsey Wright & Associates | 77,587 | $5.61M | 1.30% | +77,587 | New |
| Distillate Capital Partners LLC | 77,220 | $5.58M | 0.79% | +6,301+8.9% | Added |
| Tudor Investment Corp Et Al | 74,720 | $5.40M | 0.14% | −14,109−15.9% | Reduced |
| Park National Corp | 72,745 | $5.26M | 0.22% | −2,643−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 72,141 | $5.21M | 0.00% | −6,552−8.3% | Reduced |
| Bridgewater Associates, LP | 70,021 | $5.06M | 0.02% | +15,884+29.3% | Added |
| American International Group, Inc. | 69,079 | $4.99M | 0.03% | −1,898−2.7% | Reduced |
| Arizona State Retirement System | 66,823 | $4.83M | 0.04% | +1,652+2.5% | Added |
| MetLife Investment Management | 64,401 | $4.65M | 0.03% | +12,611+24.4% | Added |
| Captrust Financial Advisors | 63,866 | $4.62M | 0.03% | +540+0.9% | Added |
| Nisa Investment Advisors, LLC | 61,700 | $4.46M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 61,334 | $4.43M | 0.02% | −1,205−1.9% | Reduced |
| AE Wealth Management LLC | 60,633 | $4.38M | 0.03% | +280.0% | Added |
| Standard Life Aberdeen plc | 58,139 | $4.30M | 0.01% | −10,861−15.7% | Reduced |
| State of Michigan Retirement System | 59,151 | $4.28M | 0.02% | +151+0.3% | Added |
| Advisor Group Holdings, Inc. | 115,993 | $4.16M | 0.01% | +29,154+33.6% | Added |
| Leavell Investment Management, Inc. | 57,200 | $4.13M | 0.28% | 00.0% | Unchanged |
| Sigma Planning Corp | 56,529 | $4.08M | 0.12% | +56,529 | New |
| DuPont Capital Management Corp | 56,304 | $4.07M | 0.16% | −422−0.7% | Reduced |
| CIBC World Markets Corp | 55,013 | $3.98M | 0.03% | +4,500+8.9% | Added |
| Cubist Systematic Strategies, LLC | 52,120 | $3.77M | 0.03% | +46,658+854.2% | Added |
| TAP Consulting, LLC | 51,074 | $3.69M | 0.97% | +48,683+2,036.1% | Added |
| Great Lakes Advisors, LLC | 49,483 | $3.58M | 0.06% | −1,142−2.3% | Reduced |
| HWG Holdings LP | 48,705 | $3.52M | 1.76% | −24,375−33.4% | Reduced |
| CTF Capital Management, LP | 47,522 | $3.43M | 1.72% | −40,000−45.7% | Reduced |
| Thrivent Financial for Lutherans | 47,446 | $3.43M | 0.01% | −69−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 46,042 | $3.33M | 0.01% | −16,601−26.5% | Reduced |
| Achmea Investment Management B.V. | 45,260 | $3.27M | 0.09% | +3,192+7.6% | Added |
| Comerica Bank | 45,934 | $3.26M | 0.02% | +7,967+21.0% | Added |
| Summit Global Investments | 44,879 | $3.24M | 0.24% | −1,195−2.6% | Reduced |
| Ironwood Investment Counsel, LLC | 44,515 | $3.22M | 0.79% | −2,675−5.7% | Reduced |
| Gotham Asset Management, LLC | 44,369 | $3.21M | 0.10% | +3,049+7.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 44,202 | $3.19M | 0.02% | +2,049+4.9% | Added |
| SEI Investments Co | 43,409 | $3.13M | 0.01% | +37,278+608.0% | Added |
| Henshaw Capital LLC | 42,869 | $3.10M | 0.18% | 00.0% | Unchanged |
| Calamos Advisors LLC | 42,321 | $3.06M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,824 | $3.05M | 0.04% | +35,955+612.6% | Added |