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, Q2 2022
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 576
- +9 vs. Q1 2022
- Shares held
- 202.1M
- +2.41M (+1.2%) vs. Q1 2022
- Total value
- $11.8B
- −$2.58B (−18.0%) vs. Q1 2022
- New holders
- 85
- 226 more added
- Sold out
- 76
- 178 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 67,400 | $3.93M | 0.03% | +5,700+9.2% | Added |
| Park National Corp | 70,768 | $4.13M | 0.20% | −1,977−2.7% | Reduced |
| Speece Thorson Capital Group Inc | 74,336 | $4.34M | 1.02% | +74,336 | New |
| The PNC Financial Services Group, Inc. | 74,606 | $4.35M | 0.00% | +2,465+3.4% | Added |
| Crestline Management, LP | 75,000 | $4.38M | 0.57% | +75,000 | New |
| Rafferty Asset Management, LLC | 75,082 | $4.38M | 0.04% | −42,907−36.4% | Reduced |
| Macquarie Group Ltd | 76,052 | $4.44M | 0.00% | −16,384−17.7% | Reduced |
| Retirement Systems of Alabama | 77,668 | $4.53M | 0.02% | −210.0% | Reduced |
| Ergoteles LLC | 80,985 | $4.72M | 0.14% | +80,985 | New |
| BCM Advisors, LLC | 75,799 | $4.73M | 1.30% | +75,799 | New |
| Amalgamated Bank | 83,456 | $4.87M | 0.05% | +798+1.0% | Added |
| Distillate Capital Partners LLC | 85,079 | $4.96M | 0.71% | +7,859+10.2% | Added |
| Vident Investment Advisory, LLC | 85,662 | $5.00M | 0.15% | +2,450+2.9% | Added |
| Whittier Trust Co | 86,355 | $5.04M | 0.10% | +1,024+1.2% | Added |
| Richard Bernstein Advisors LLC | 86,718 | $5.06M | 0.11% | 00.0% | Unchanged |
| Gillson Capital LP | 88,572 | $5.17M | 0.50% | +88,572 | New |
| Eaton Vance Management | 90,543 | $5.28M | 0.01% | −18,392−16.9% | Reduced |
| LPL Financial LLC | 92,177 | $5.38M | 0.01% | +8,594+10.3% | Added |
| Storebrand Asset Management AS | 97,450 | $5.69M | 0.03% | +3,060+3.2% | Added |
| Asset Management One Co.,Ltd. | 98,831 | $5.76M | 0.03% | −13,444−12.0% | Reduced |
| Franklin Resources Inc | 99,875 | $5.83M | 0.00% | −15,302−13.3% | Reduced |
| Vaughan David Investments LLC | 100,000 | $5.83M | 0.19% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 101,263 | $5.91M | 5.24% | −373−0.4% | Reduced |
| Treasurer of the State of North Carolina | 103,159 | $6.02M | 0.04% | +16,786+19.4% | Added |
| First National Bank of Omaha | 105,767 | $6.17M | 0.37% | +904+0.9% | Added |
| Marks Group Wealth Management, Inc | 106,157 | $6.19M | 0.89% | +2,120+2.0% | Added |
| Southeast Asset Advisors Inc. | 106,727 | $6.23M | 0.98% | +1,125+1.1% | Added |
| Pictet Asset Management SA | 107,736 | $6.29M | 0.01% | −19,161−15.1% | Reduced |
| Great West Life Assurance Co | 112,292 | $6.56M | 0.02% | −49,318−30.5% | Reduced |
| Mattern Capital Management, LLC | 112,586 | $6.57M | 1.30% | −5,228−4.4% | Reduced |
| Toronto Dominion Bank | 114,341 | $6.67M | 0.01% | +8,137+7.7% | Added |
| Advisor Group Holdings, Inc. | 115,765 | $6.81M | 0.02% | −228−0.2% | Reduced |
| Tower Bridge Advisors | 116,928 | $6.82M | 0.56% | +4,950+4.4% | Added |
| Janney Montgomery Scott LLC | 124,574 | $7.26M | 0.03% | +22,334+21.8% | Added |
| Yousif Capital Management, LLC | 128,943 | $7.52M | 0.10% | −5,453−4.1% | Reduced |
| Squarepoint Ops LLC | 129,169 | $7.54M | 0.07% | +88,605+218.4% | Added |
| State of New Jersey Common Pension Fund D | 131,170 | $7.65M | 0.03% | +3,244+2.5% | Added |
| Teacher Retirement System of Texas | 131,578 | $7.68M | 0.05% | +21,073+19.1% | Added |
| Adage Capital Partners GP, L.L.C. | 134,000 | $7.82M | 0.02% | +134,000 | New |
| Bank of Montreal | 131,813 | $7.88M | 0.01% | −14,841−10.1% | Reduced |
| Public Employees Retirement System of Ohio | 136,817 | $7.98M | 0.03% | −4,791−3.4% | Reduced |
| Qube Research & Technologies Ltd | 138,540 | $8.08M | 0.06% | +138,540 | New |
| Envestnet Asset Management Inc | 138,814 | $8.10M | 0.00% | +6,491+4.9% | Added |
| ExodusPoint Capital Management, LP | 139,947 | $8.16M | 0.12% | +139,947 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 140,774 | $8.21M | 0.10% | +2,500+1.8% | Added |
| Umb Bank N A | 141,174 | $8.24M | 0.13% | −1,712−1.2% | Reduced |
| CBOE Vest Financial, LLC | 139,345 | $8.25M | 1.50% | +12,025+9.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 141,988 | $8.28M | 0.03% | +515+0.4% | Added |
| Natixis Advisors, L.P. | 142,987 | $8.34M | 0.04% | +29,927+26.5% | Added |
| Natixis | 147,178 | $8.59M | 0.03% | +143,115+3,522.4% | Added |
| Lountzis Asset Management, LLC | 147,555 | $8.61M | 5.76% | −1,170−0.8% | Reduced |
| Charter Trust Co | 151,618 | $8.85M | 0.71% | +151,618 | New |
| AQR Capital Management LLC | 155,409 | $8.98M | 0.02% | +65,876+73.6% | Added |
| Chilton Investment Co LLC | 155,816 | $9.09M | 0.25% | −6,200−3.8% | Reduced |
| Lazard Asset Management LLC | 157,000 | $9.16M | 0.01% | +14,288+10.0% | Added |
| Vancity Investment Management Ltd | 161,279 | $9.41M | 1.34% | +20,417+14.5% | Added |
| Gateway Investment Advisers LLC | 170,627 | $9.95M | 0.11% | −199−0.1% | Reduced |
| SEI Investments Co | 174,494 | $10.2M | 0.02% | +131,085+302.0% | Added |
| Zimmer Partners, LP | 175,000 | $10.2M | 0.22% | +175,000 | New |
| Tudor Investment Corp Et Al | 176,360 | $10.3M | 0.30% | +101,640+136.0% | Added |
| Andra AP-fonden | 179,900 | $10.5M | 0.30% | +179,900 | New |
| Korea Investment CORP | 180,576 | $10.5M | 0.03% | +88,876+96.9% | Added |
| Edge Capital Group, LLC | 64,013 | $10.8M | 1.02% | +64,013 | New |
| Motley Fool Asset Management LLC | 180,750 | $10.8M | 1.02% | −9,630−5.1% | Reduced |
| State of Wisconsin Investment Board | 189,260 | $11.0M | 0.03% | −18,139−8.7% | Reduced |
| Nomura Asset Management Co Ltd | 190,450 | $11.1M | 0.07% | +17,410+10.1% | Added |
| Prana Capital Management, LP | 193,323 | $11.3M | 0.86% | +193,323 | New |
| Neuberger Berman Group LLC | 196,390 | $11.5M | 0.01% | +57,824+41.7% | Added |
| British Columbia Investment Management Corp | 198,758 | $11.6M | 0.11% | −34,302−14.7% | Reduced |
| Baird Financial Group, Inc. | 199,411 | $11.6M | 0.03% | +39,496+24.7% | Added |
| HSBC Holdings PLC | 202,380 | $11.8M | 0.02% | +68,403+51.1% | Added |
| 1832 Asset Management L.P. | 205,697 | $12.0M | 0.02% | −2,617−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 209,180 | $12.0M | 0.03% | −21,835−9.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,438 | $12.1M | 0.05% | +13,505+7.0% | Added |
| Intech Investment Management LLC | 212,196 | $12.4M | 0.07% | +212,196 | New |
| TD Asset Management Inc | 218,317 | $12.7M | 0.01% | −52,229−19.3% | Reduced |
| Cresset Asset Management, LLC | 221,335 | $12.8M | 0.16% | −1,619−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 226,107 | $13.2M | 0.03% | −40,989−15.3% | Reduced |
| Diamond Hill Capital Management Inc | 226,875 | $13.2M | 0.06% | −2,874−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 230,088 | $13.4M | 0.08% | +221,830+2,686.2% | Added |
| BNP Paribas Arbitrage, SA | 245,822 | $14.3M | 0.03% | +55,867+29.4% | Added |
| Prudential Financial Inc | 253,748 | $14.7M | 0.02% | +2,915+1.2% | Added |
| New York State Teachers Retirement System | 275,146 | $16.1M | 0.04% | +6,000+2.2% | Added |
| National Bank of Canada | 276,440 | $16.1M | 0.09% | −74,014−21.1% | Reduced |
| Summit Wealth Partners, LLC | 278,322 | $16.2M | 4.35% | −30,000−9.7% | Reduced |
| State Board of Administration of Florida Retirement System | 280,590 | $16.4M | 0.04% | −8,432−2.9% | Reduced |
| Brewin Dolphin Ltd | 282,182 | $16.5M | 0.79% | +105,297+59.5% | Added |
| Ferguson Wellman Capital Management, Inc | 284,893 | $16.6M | 0.62% | +7,620+2.7% | Added |
| Russell Investments Group, Ltd. | 288,942 | $16.8M | 0.03% | −57,862−16.7% | Reduced |
| UBS Group AG | 288,643 | $16.8M | 0.01% | +42,972+17.5% | Added |
| Prospector Partners LLC | 290,505 | $16.9M | 2.47% | −11,350−3.8% | Reduced |
| Citigroup Inc | 291,783 | $17.0M | 0.02% | +18,615+6.8% | Added |
| Truist Financial Corp | 299,236 | $17.5M | 0.03% | −22,242−6.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 303,234 | $17.7M | 0.20% | +25,698+9.3% | Added |
| Voya Investment Management LLC | 305,190 | $17.8M | 0.04% | +143,984+89.3% | Added |
| Schwartz Investment Counsel Inc | 313,450 | $18.3M | 0.89% | +61,750+24.5% | Added |
| Schroder Investment Management Group | 315,639 | $18.3M | 0.03% | −51,308−14.0% | Reduced |
| Philo Smith Capital Corp | 325,450 | $19.0M | 7.73% | 00.0% | Unchanged |
| Victory Capital Management Inc | 327,015 | $19.1M | 0.02% | −4,961−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 333,200 | $19.4M | 0.20% | +333,200 | New |