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, Q3 2022
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 568
- +1 vs. Q2 2022
- Shares held
- 200.2M
- −948.7K (−0.5%) vs. Q2 2022
- Total value
- $12.1B
- +$379.4M (+3.2%) vs. Q2 2022
- New holders
- 48
- 207 more added
- Sold out
- 47
- 221 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,260,009 | $1.65B | 0.05% | −16,658−0.1% | Reduced |
| Select Equity Group, L.P. | 18,591,100 | $1.12B | 4.66% | −338,829−1.8% | Reduced |
| BlackRock Inc. | 16,260,423 | $983.4M | 0.03% | −79,084−0.5% | Reduced |
| State Street Corp | 11,048,300 | $668.2M | 0.04% | +52,848+0.5% | Added |
| Principal Financial Group Inc | 10,130,921 | $612.7M | 0.49% | +551,488+5.8% | Added |
| Atlanta Capital Management Co L L C | 6,056,264 | $366.3M | 1.63% | −9,135−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,891,296 | $356.3M | 0.63% | −284,331−4.6% | Reduced |
| Geode Capital Management, LLC | 5,022,042 | $303.4M | 0.05% | +29,074+0.6% | Added |
| First Eagle Investment Management, LLC | 4,741,447 | $286.8M | 0.87% | −1,256,179−20.9% | Reduced |
| Price T Rowe Associates Inc | 4,713,168 | $285.1M | 0.05% | −642,364−12.0% | Reduced |
| Wells Fargo & Company | 3,312,709 | $200.4M | 0.07% | −64,571−1.9% | Reduced |
| Morgan Stanley | 3,305,125 | $199.9M | 0.03% | +801,523+32.0% | Added |
| Goldman Sachs Group Inc | 3,062,444 | $185.2M | 0.05% | +86,500+2.9% | Added |
| Clarkston Capital Partners, LLC | 2,954,964 | $178.7M | 3.51% | −1,959−0.1% | Reduced |
| APG Asset Management N.V. | 2,569,075 | $158.6M | 0.41% | −204,907−7.4% | Reduced |
| Fenimore Asset Management Inc | 2,603,815 | $157.5M | 4.53% | −2,437−0.1% | Reduced |
| ProShare Advisors LLC | 2,595,652 | $157.0M | 0.60% | +98,476+3.9% | Added |
| Norges Bank | 2,359,205 | $142.7M | 0.04% | +71,950+3.1% | Added |
| CIBC Private Wealth Group, LLC | 2,311,768 | $139.8M | 0.38% | −66,230−2.8% | Reduced |
| Northern Trust Corp | 2,192,036 | $132.6M | 0.03% | −11,988−0.5% | Reduced |
| Bank of New York Mellon Corp | 1,867,470 | $112.9M | 0.03% | −2680.0% | Reduced |
| California Public Employees Retirement System | 1,705,515 | $103.2M | 0.09% | −11,046−0.6% | Reduced |
| Invesco Ltd. | 1,667,987 | $100.9M | 0.03% | −326,927−16.4% | Reduced |
| Bank of America Corp | 1,648,579 | $99.7M | 0.01% | +34,207+2.1% | Added |
| Liontrust Investment Partners LLP | 1,550,300 | $93.8M | 1.53% | +1,035,472+201.1% | Added |
| Dimensional Fund Advisors LP | 1,499,230 | $90.7M | 0.03% | −15,375−1.0% | Reduced |
| Legal & General Group Plc | 1,389,037 | $84.0M | 0.03% | −90,405−6.1% | Reduced |
| Citadel Advisors LLC | 1,343,050 | $81.2M | 0.10% | +188,962+16.4% | Added |
| Madison Asset Management, LLC | 1,326,224 | $80.2M | 1.35% | +8,563+0.6% | Added |
| Scout Investments, Inc. | 1,303,150 | $78.8M | 1.63% | −63,497−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,157,422 | $70.0M | 0.03% | −548,036−32.1% | Reduced |
| Swiss National Bank | 1,038,475 | $62.8M | 0.04% | −1,300−0.1% | Reduced |
| Close Asset Management Ltd | 1,030,400 | $62.3M | 3.53% | +9,800+1.0% | Added |
| FMR LLC | 996,817 | $60.3M | 0.01% | +37,707+3.9% | Added |
| Junto Capital Management LP | 970,025 | $58.7M | 1.63% | +970,025 | New |
| Nuveen Asset Management, LLC | 950,898 | $57.5M | 0.02% | +87,896+10.2% | Added |
| Royal Bank of Canada | 888,191 | $53.7M | 0.02% | +111,169+14.3% | Added |
| UBS Asset Management Americas Inc | 842,294 | $50.9M | 0.03% | −128,624−13.2% | Reduced |
| Millennium Management LLC | 819,569 | $49.6M | 0.06% | +466,034+131.8% | Added |
| Balyasny Asset Management LLC | 801,162 | $48.5M | 0.19% | +188,152+30.7% | Added |
| Point72 Asset Management, L.P. | 796,300 | $48.2M | 0.21% | +381,300+91.9% | Added |
| Wellington Management Group LLP | 784,584 | $47.5M | 0.01% | −4,847−0.6% | Reduced |
| Amundi | 691,930 | $44.1M | 0.03% | −148,153−17.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 712,690 | $43.1M | 0.04% | +6,712+1.0% | Added |
| Ameriprise Financial Inc | 684,392 | $41.9M | 0.02% | +33,967+5.2% | Added |
| Assenagon Asset Management S.A. | 649,427 | $39.3M | 0.17% | −381,855−37.0% | Reduced |
| FIL Ltd | 639,814 | $38.7M | 0.05% | −23,185−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 638,666 | $38.6M | 0.03% | +21,188+3.4% | Added |
| Boston Financial Mangement LLC | 633,592 | $38.3M | 1.66% | +8,556+1.4% | Added |
| Confluence Investment Management LLC | 611,437 | $37.0M | 0.62% | −2,341−0.4% | Reduced |
| Tandem Investment Advisors, Inc. | 609,821 | $36.9M | 2.10% | −112,743−15.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 534,175 | $32.3M | 0.47% | +35,020+7.0% | Added |
| Snyder Capital Management L P | 533,737 | $32.3M | 0.83% | −12,264−2.2% | Reduced |
| Credit Suisse AG | 478,481 | $28.9M | 0.03% | −25,964−5.1% | Reduced |
| Barclays PLC | 457,286 | $27.7M | 0.03% | +112,868+32.8% | Added |
| Raymond James & Associates | 457,016 | $27.6M | 0.03% | −1,703−0.4% | Reduced |
| Deutsche Bank AG | 456,203 | $27.6M | 0.02% | −153,466−25.2% | Reduced |
| Royal London Asset Management Ltd | 454,364 | $27.5M | 0.14% | +36,417+8.7% | Added |
| Rhumbline Advisers | 451,389 | $27.3M | 0.04% | +9,107+2.1% | Added |
| Dundas Partners LLP | 429,689 | $26.0M | 3.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 415,797 | $25.1M | 0.04% | −35,842−7.9% | Reduced |
| Motley Fool Wealth Management, LLC | 408,572 | $24.7M | 1.62% | −6,831−1.6% | Reduced |
| California State Teachers Retirement System | 394,331 | $23.8M | 0.04% | −4,363−1.1% | Reduced |
| JPMorgan Chase & Co | 389,090 | $23.5M | 0.00% | +41,932+12.1% | Added |
| National Pension Service | 375,322 | $22.9M | 0.05% | −10,097−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 358,168 | $21.7M | 0.04% | +320,955+862.5% | Added |
| Stifel Financial Corp | 342,638 | $20.7M | 0.03% | +1,171+0.3% | Added |
| Brookfield Asset Management Inc. | 334,325 | $20.2M | 0.07% | −16,551−4.7% | Reduced |
| Federated Hermes, Inc. | 333,874 | $20.2M | 0.06% | −95,029−22.2% | Reduced |
| Philo Smith Capital Corp | 325,450 | $19.7M | 8.07% | 00.0% | Unchanged |
| Prospector Partners LLC | 316,130 | $19.1M | 2.93% | +25,625+8.8% | Added |
| Schwartz Investment Counsel Inc | 313,450 | $19.0M | 0.97% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 310,506 | $18.8M | 0.22% | +7,272+2.4% | Added |
| Alliancebernstein L.P. | 302,402 | $18.3M | 0.01% | −100,760−25.0% | Reduced |
| Victory Capital Management Inc | 293,042 | $17.7M | 0.02% | −33,973−10.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 292,101 | $17.7M | 0.69% | +7,208+2.5% | Added |
| Voya Investment Management LLC | 289,951 | $17.5M | 0.02% | −15,239−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 280,590 | $17.0M | 0.04% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 279,506 | $16.9M | 4.77% | +1,184+0.4% | Added |
| Intech Investment Management LLC | 276,615 | $16.7M | 0.13% | +64,419+30.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272,382 | $16.5M | 0.05% | +64,944+31.3% | Added |
| New York State Teachers Retirement System | 271,695 | $16.4M | 0.04% | −3,451−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 259,398 | $15.7M | 0.10% | +29,310+12.7% | Added |
| Russell Investments Group, Ltd. | 254,797 | $15.5M | 0.03% | −34,145−11.8% | Reduced |
| Prudential Financial Inc | 249,080 | $15.1M | 0.03% | −4,668−1.8% | Reduced |
| Acadian Asset Management LLC | 249,380 | $15.1M | 0.08% | −389,595−61.0% | Reduced |
| Truist Financial Corp | 243,494 | $14.7M | 0.03% | −55,742−18.6% | Reduced |
| Chilton Investment Co LLC | 240,749 | $14.6M | 0.45% | +84,933+54.5% | Added |
| Caisse de Depot Et Placement du Quebec | 239,161 | $14.5M | 0.04% | −163,167−40.6% | Reduced |
| Citigroup Inc | 238,653 | $14.4M | 0.02% | −53,130−18.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 237,894 | $14.4M | 0.05% | −120,440−33.6% | Reduced |
| Nomura Asset Management Co Ltd | 234,170 | $14.2M | 0.09% | +43,720+23.0% | Added |
| Diamond Hill Capital Management Inc | 227,178 | $13.7M | 0.07% | +303+0.1% | Added |
| Cresset Asset Management, LLC | 221,658 | $13.4M | 0.17% | +323+0.1% | Added |
| UBS Group AG | 215,613 | $13.0M | 0.01% | −73,030−25.3% | Reduced |
| DekaBank Deutsche Girozentrale | 214,810 | $12.9M | 0.04% | +5,630+2.7% | Added |
| Canada Pension Plan Investment Board | 213,850 | $12.9M | 0.02% | +198,740+1,315.3% | Added |
| Schroder Investment Management Group | 209,385 | $12.7M | 0.02% | −106,254−33.7% | Reduced |
| Baird Financial Group, Inc. | 208,150 | $12.6M | 0.04% | +8,739+4.4% | Added |
| 1832 Asset Management L.P. | 198,414 | $12.0M | 0.03% | −7,283−3.5% | Reduced |