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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 341,467 | $19.9M | 0.03% | −12,091−3.4% | Reduced |
| Barclays PLC | 344,418 | $20.1M | 0.02% | −364,098−51.4% | Reduced |
| JPMorgan Chase & Co | 347,158 | $20.3M | 0.00% | −113,775−24.7% | Reduced |
| Brookfield Asset Management Inc. | 350,876 | $20.5M | 0.09% | +201,497+134.9% | Added |
| Millennium Management LLC | 353,535 | $20.6M | 0.03% | +274,258+345.9% | Added |
| Robeco Institutional Asset Management B.V. | 358,334 | $20.9M | 0.06% | −350,205−49.4% | Reduced |
| National Pension Service | 385,419 | $22.5M | 0.05% | +40.0% | Added |
| California State Teachers Retirement System | 398,694 | $23.3M | 0.04% | +6,587+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 402,328 | $23.5M | 0.06% | +294,851+274.3% | Added |
| Alliancebernstein L.P. | 403,162 | $23.5M | 0.01% | +106,484+35.9% | Added |
| Point72 Asset Management, L.P. | 415,000 | $24.2M | 0.11% | +415,000 | New |
| Motley Fool Wealth Management, LLC | 415,403 | $24.2M | 1.52% | −9,462−2.2% | Reduced |
| Royal London Asset Management Ltd | 417,947 | $24.4M | 0.11% | +333,709+396.2% | Added |
| First Trust Advisors LP | 426,926 | $24.9M | 0.03% | +74,692+21.2% | Added |
| Federated Hermes, Inc. | 428,903 | $25.0M | 0.07% | −41,890−8.9% | Reduced |
| Dundas Partners LLP | 429,689 | $25.1M | 2.71% | 00.0% | Unchanged |
| Rhumbline Advisers | 442,282 | $25.8M | 0.04% | +26,997+6.5% | Added |
| New York State Common Retirement Fund | 451,639 | $26.3M | 0.03% | −62,958−12.2% | Reduced |
| Raymond James & Associates | 458,719 | $26.8M | 0.03% | −42,458−8.5% | Reduced |
| Boston Trust Walden Corp | 476,821 | $27.8M | 0.26% | −88,150−15.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 499,155 | $29.1M | 0.39% | +157,510+46.1% | Added |
| Credit Suisse AG | 504,445 | $29.4M | 0.03% | −207,123−29.1% | Reduced |
| Liontrust Investment Partners LLP | 514,828 | $30.0M | 0.42% | +514,828 | New |
| Snyder Capital Management L P | 546,001 | $31.9M | 0.86% | +111,855+25.8% | Added |
| Deutsche Bank AG | 609,669 | $35.6M | 0.02% | −15,604−2.5% | Reduced |
| Balyasny Asset Management LLC | 613,010 | $35.8M | 0.15% | +506,182+473.8% | Added |
| Confluence Investment Management LLC | 613,778 | $35.8M | 0.56% | −42,353−6.5% | Reduced |
| Farmer Steven Patrick | 613,778 | $35.8M | 0.56% | +613,778 | New |
| Manufacturers Life Insurance Company, The | 617,478 | $36.0M | 0.03% | −764,926−55.3% | Reduced |
| Boston Financial Mangement LLC | 625,036 | $36.5M | 1.57% | −1,790−0.3% | Reduced |
| Acadian Asset Management LLC | 638,975 | $37.3M | 0.19% | +29,277+4.8% | Added |
| Ameriprise Financial Inc | 650,425 | $37.4M | 0.01% | −8,661−1.3% | Reduced |
| FIL Ltd | 662,999 | $38.7M | 0.05% | −63,197−8.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 705,978 | $41.2M | 0.03% | +7,273+1.0% | Added |
| Tandem Investment Advisors, Inc. | 722,564 | $42.2M | 2.48% | +65,170+9.9% | Added |
| Royal Bank of Canada | 777,022 | $45.3M | 0.01% | +78,965+11.3% | Added |
| Wellington Management Group LLP | 789,431 | $46.1M | 0.01% | −25,339−3.1% | Reduced |
| Amundi | 840,083 | $49.0M | 0.04% | +52,886+6.7% | Added |
| Nuveen Asset Management, LLC | 863,002 | $50.3M | 0.02% | +49,360+6.1% | Added |
| FMR LLC | 959,110 | $56.0M | 0.01% | +628,624+190.2% | Added |
| UBS Asset Management Americas Inc | 970,918 | $56.6M | 0.03% | −124,524−11.4% | Reduced |
| Close Asset Management Ltd | 1,020,600 | $59.6M | 2.82% | +1,020,600 | New |
| Assenagon Asset Management S.A. | 1,031,282 | $60.2M | 0.25% | +926,017+879.7% | Added |
| Swiss National Bank | 1,039,775 | $60.7M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,154,088 | $67.3M | 0.09% | +1,146,977+16,129.6% | Added |
| Madison Asset Management, LLC | 1,317,661 | $76.9M | 1.20% | −28,414−2.1% | Reduced |
| Scout Investments, Inc. | 1,366,647 | $79.7M | 1.58% | +161,252+13.4% | Added |
| Legal & General Group Plc | 1,479,442 | $86.3M | 0.03% | +63,830+4.5% | Added |
| Dimensional Fund Advisors LP | 1,514,605 | $88.4M | 0.03% | −52,836−3.4% | Reduced |
| Bank of America Corp | 1,614,372 | $94.2M | 0.01% | +188,809+13.2% | Added |
| Charles Schwab Investment Management Inc | 1,705,458 | $99.5M | 0.03% | +21,609+1.3% | Added |
| California Public Employees Retirement System | 1,716,561 | $100.1M | 0.09% | −36,370−2.1% | Reduced |
| Bank of New York Mellon Corp | 1,867,738 | $109.0M | 0.02% | +60,434+3.3% | Added |
| Invesco Ltd. | 1,994,914 | $116.4M | 0.04% | −1,212,784−37.8% | Reduced |
| Northern Trust Corp | 2,204,024 | $128.6M | 0.03% | −263,014−10.7% | Reduced |
| Norges Bank | 2,287,255 | $133.4M | 0.03% | +30,330+1.3% | Added |
| CIBC Private Wealth Group, LLC | 2,377,998 | $138.7M | 0.36% | −182,226−7.1% | Reduced |
| ProShare Advisors LLC | 2,497,176 | $145.7M | 0.48% | +38,496+1.6% | Added |
| Morgan Stanley | 2,503,602 | $146.1M | 0.02% | +283,530+12.8% | Added |
| Fenimore Asset Management Inc | 2,606,252 | $152.0M | 4.29% | −7,827−0.3% | Reduced |
| APG Asset Management N.V. | 2,773,982 | $154.8M | 0.36% | −1,433,090−34.1% | Reduced |
| Clarkston Capital Partners, LLC | 2,956,923 | $172.5M | 3.17% | −106,735−3.5% | Reduced |
| Goldman Sachs Group Inc | 2,975,944 | $173.6M | 0.05% | +2,583,481+658.3% | Added |
| Wells Fargo & Company | 3,377,280 | $197.0M | 0.06% | −184,734−5.2% | Reduced |
| Geode Capital Management, LLC | 4,992,968 | $290.9M | 0.04% | +165,417+3.4% | Added |
| Price T Rowe Associates Inc | 5,355,532 | $312.4M | 0.04% | −419,466−7.3% | Reduced |
| First Eagle Investment Management, LLC | 5,997,626 | $349.9M | 0.99% | −366,561−5.8% | Reduced |
| Atlanta Capital Management Co L L C | 6,065,399 | $353.9M | 1.52% | −2,9070.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,175,627 | $360.3M | 0.60% | +120,236+2.0% | Added |
| Principal Financial Group Inc | 9,579,433 | $558.9M | 0.41% | +725,167+8.2% | Added |
| State Street Corp | 10,995,452 | $641.5M | 0.04% | −1,012,168−8.4% | Reduced |
| BlackRock Inc. | 16,339,507 | $953.2M | 0.03% | −3,109,033−16.0% | Reduced |
| Select Equity Group, L.P. | 18,929,929 | $1.10B | 4.12% | +390,496+2.1% | Added |
| Vanguard Group Inc | 27,276,667 | $1.59B | 0.04% | +154,325+0.6% | Added |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 580 | – | – | −140−19.4% | Reduced |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −150,730−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −377,700−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −194,791−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −130,960−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −78,300−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −56,529−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −47,522−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −44,879−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −40,928−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −37,493−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −34,521−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −33,841−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −33,453−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,939−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,455−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −22,184−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −22,037−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −19,072−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −18,454−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −16,357−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −15,483−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −12,820−100.0% | Sold out |