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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 581 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ1 2022: $14.8B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2021.

Institutions holding BRO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kennedy Capital Management, Inc.17,658$1.28M0.03%+4,775+37.1%Added
Veritable, L.P.17,606$1.27M0.02%+94+0.5%Added
GWM Advisors LLC17,460$1.26M0.02%−101−0.6%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd17,410$1.26M0.03%−3,582−17.1%Reduced
Teachers Retirement System of the State of Kentucky16,513$1.19M0.01%−718−4.2%Reduced
Moloney Securities Asset Management, LLC16,357$1.18M0.23%+12,763+355.1%Added
Xponance, Inc.16,323$1.18M0.02%+74+0.5%Added
Bellwether Advisors, LLC15,483$1.12M0.33%−4,238−21.5%Reduced
Raymond James Trust N.A.15,247$1.10M0.03%−3,333−17.9%Reduced
Regentatlantic Capital LLC15,244$1.10M0.03%+995+7.0%Added
JustInvest LLC15,046$1.09M0.05%+1,226+8.9%Added
Kentucky Retirement Systems14,945$1.08M0.04%+608+4.2%Added
Louisiana State Employees Retirement System14,800$1.05M0.02%+100+0.7%Added
Penobscot Investment Management Company, Inc.14,530$1.05M0.15%+5,460+60.2%Added
Daiwa Securities Group Inc.14,321$1.03M0.01%+257+1.8%Added
USA Financial Portformulas Corp14,249$1.03M1.10%−6,797−32.3%Reduced
O'Shaughnessy Asset Management, LLC14,238$1.03M0.02%+7,368+107.2%Added
BDO Wealth Advisors, LLC14,174$1.02M0.11%−178−1.2%Reduced
Metropolitan Life Insurance Co14,130$1.02M0.04%−12,955−47.8%Reduced
Oppenheimer Asset Management Inc.13,714$991.0K0.01%−1,565−10.2%Reduced
New Mexico Educational Retirement Board13,600$983.0K0.04%−700−4.9%Reduced
SG Americas Securities, LLC13,159$951.0K0.01%−55,918−81.0%Reduced
Interval Partners, LP13,130$949.0K0.07%−77,985−85.6%Reduced
Echo Street Capital Management LLC12,852$929.0K0.01%+12,852New
Private Advisory Group LLC12,820$927.0K0.18%+12,820New
Nordea Investment Management AB12,583$924.0K0.00%−580−4.4%Reduced
Tributary Capital Management, LLC12,646$914.0K0.07%+5,446+75.6%Added
Triad Investment Management12,611$911.0K0.86%+636+5.3%Added
Commerce Bank12,049$871.0K0.01%−195−1.6%Reduced
Pacer Advisors, Inc.12,035$870.0K0.01%−1,130−8.6%Reduced
Cross Staff Investments Inc12,000$867.0K0.80%00.0%Unchanged
Versor Investments LP11,800$853.0K0.03%+11,800New
Unigestion Holding SA11,617$840.0K0.04%00.0%Unchanged
Orrstown Financial Services Inc11,480$830.0K1.55%−1,539−11.8%Reduced
Wedbush Securities Inc11,386$823.0K0.04%−640−5.3%Reduced
Resonant Capital Advisors, LLC11,258$817.0K0.12%+682+6.4%Added
Toroso Investments, LLC10,945$791.0K0.02%+1,062+10.7%Added
M&T Bank Corp10,915$789.0K0.00%−1,207−10.0%Reduced
Proficio Capital Partners LLC10,883$787.0K0.12%+6,441+145.0%Added
Illinois Municipal Retirement Fund10,583$765.0K0.02%00.0%Unchanged
MML Investors Services, LLC10,314$745.0K0.01%+5,378+109.0%Added
Heartland Bank & Trust Co10,057$727.0K0.55%+1,593+18.8%Added
Swiss Life Asset Management Ltd9,996$722.4K0.01%00.0%Unchanged
Glenmede Trust Co NA9,725$702.0K0.00%−16,821−63.4%Reduced
Verition Fund Management LLC9,640$697.0K0.01%+1,010+11.7%Added
Occidental Asset Management, LLC9,548$690.0K0.18%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC9,328$674.0K0.01%−1,217−11.5%Reduced
Seeyond9,264$669.0K0.07%−277−2.9%Reduced
Norinchukin Bank, The9,223$667.0K0.01%+1,950+26.8%Added
NFP Retirement, Inc.9,108$658.2K0.16%+9,108New
Procyon Private Wealth Partners, LLC9,010$651.0K0.14%00.0%Unchanged
Strategy Asset Managers LLC8,973$648.0K0.14%+8,973New
Vestmark Advisory Solutions, Inc.8,972$648.0K0.04%+8,972New
Erste Asset Management GmbH8,900$647.1K0.01%00.0%Unchanged
Campbell & CO Investment Adviser LLC8,944$646.0K0.17%+8,944New
Centiva Capital, LP8,925$645.0K0.04%+8,925New
Fiduciary Trust Co8,904$643.0K0.01%00.0%Unchanged
Keeley-Teton Advisors, LLC8,800$636.0K0.07%+8,800New
Horizon Investments, LLC8,375$604.0K0.02%+1,902+29.4%Added
Connor, Clark & Lunn Investment Management Ltd.8,258$597.0K0.00%−134,527−94.2%Reduced
Baker Tilly Wealth Management, LLC8,221$594.0K0.07%+2,272+38.2%Added
Holland Advisory Services, Inc.8,175$591.0K0.69%+11+0.1%Added
Paloma Partners Management Co8,000$578.0K0.04%−19,300−70.7%Reduced
JSF Financial, LLC7,881$570.0K0.24%+1,575+25.0%Added
Fox Run Management, L.L.C.7,683$555.0K0.31%+7,683New
Glenview Trust Co7,454$539.0K0.02%00.0%Unchanged
Cetera Advisor Networks LLC7,303$528.0K0.01%+2,387+48.6%Added
FourThought Financial, LLC7,120$515.0K0.07%−353−4.7%Reduced
RMB Capital Management, LLC7,132$515.0K0.02%+2,677+60.1%Added
Citadel Advisors LLC7,111$514.0K0.00%−199,090−96.6%Reduced
Creative Planning7,007$506.0K0.00%+1,991+39.7%Added
Kentucky Retirement Systems Insurance Trust Fund6,921$500.0K0.04%+643+10.2%Added
Laurion Capital Management LP6,876$497.0K0.01%+6,876New
Brookstone Capital Management6,838$496.0K0.01%+20+0.3%Added
Contravisory Investment Management, Inc.6,734$487.0K0.14%+6,734New
Blueshift Asset Management, LLC6,582$476.0K0.04%+6,582New
Palladium Partners LLC6,550$473.0K0.02%−800−10.9%Reduced
CWS Financial Advisors, LLC6,487$469.0K0.18%−613−8.6%Reduced
Next Level Private LLC6,465$467.0K0.38%00.0%Unchanged
Advisor Partners LLC6,434$465.0K0.03%+92+1.5%Added
Pathstone Family Office, LLC4,526$465.0K0.01%00.0%Unchanged
Integrated Investment Consultants, LLC6,387$462.0K0.13%−1,924−23.2%Reduced
Capital Directions Investment Advisors, LLC6,375$461.0K0.14%+73+1.2%Added
Independent Financial Group, LLC6,199$448.0K0.04%+250+4.2%Added
Xcel Wealth Management, LLC6,147$444.0K0.12%−80−1.3%Reduced
M&G Investment Management Ltd6,148$443.0K0.00%+6,148New
Somerset Trust Co6,083$440.0K0.17%−263−4.1%Reduced
Engineers Gate Manager LP6,017$435.0K0.02%+6,017New
Simplex Trading, LLC6,013$434.0K0.01%+6,013New
Financial Enhancement Group LLC5,991$433.0K0.08%+48+0.8%Added
B. Metzler seel. Sohn & Co. AG5,804$419.0K0.01%+500+9.4%Added
Symmetry Partners, LLC5,712$413.0K0.03%00.0%Unchanged
Washington Trust Bank5,712$413.0K0.05%+20+0.4%Added
Toews Corp5,700$412.0K0.07%+5,700New
Krane Funds Advisors LLC5,637$407.0K0.02%+117+2.1%Added
Vontobel Holding Ltd.5,550$404.0K0.00%+1,502+37.1%Added
Fuller & Thaler Asset Management, Inc.5,498$397.0K0.00%−434−7.3%Reduced
Cadent Capital Advisors, LLC5,438$393.0K0.18%+10.0%Added
River Wealth Advisors LLC5,437$393.0K0.06%+370+7.3%Added
Wetherby Asset Management Inc5,189$375.0K0.02%−55−1.0%Reduced