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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 8,280 | $501.0K | 0.01% | +4,476+117.7% | Added |
| Glenview Trust Co | 8,311 | $503.0K | 0.02% | +857+11.5% | Added |
| Fox Run Management, L.L.C. | 8,341 | $504.0K | 0.20% | +8,341 | New |
| Advisor Partners II, LLC | 8,370 | $506.0K | 0.04% | +8,370 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,401 | $508.0K | 0.05% | +397+5.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,707 | $527.0K | 0.01% | −656−7.0% | Reduced |
| Keeley-Teton Advisors, LLC | 8,800 | $532.0K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,877 | $537.0K | 0.03% | −27,049−75.3% | Reduced |
| Erste Asset Management GmbH | 8,900 | $541.9K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,960 | $542.0K | 0.01% | +56+0.6% | Added |
| Wealthfront Advisers LLC | 8,992 | $544.0K | 0.00% | +4,694+109.2% | Added |
| Procyon Private Wealth Partners, LLC | 9,010 | $545.0K | 0.13% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,108 | $550.9K | 0.14% | 00.0% | Unchanged |
| First National Advisers, LLC | 9,290 | $562.0K | 0.83% | +2,710+41.2% | Added |
| Baker Tilly Wealth Management, LLC | 9,301 | $563.0K | 0.08% | −231−2.4% | Reduced |
| Occidental Asset Management, LLC | 9,548 | $577.0K | 0.17% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 9,681 | $585.5K | 0.01% | −191−1.9% | Reduced |
| Thrivent Financial for Lutherans | 9,999 | $605.0K | 0.00% | −31,392−75.8% | Reduced |
| Heartland Bank & Trust Co | 10,155 | $614.0K | 0.59% | −263−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,447 | $632.0K | 0.00% | +10,447 | New |
| FORA Capital, LLC | 10,494 | $635.0K | 0.12% | +10,494 | New |
| Verition Fund Management LLC | 10,546 | $638.0K | 0.01% | −1,639−13.5% | Reduced |
| Proficio Capital Partners LLC | 10,617 | $642.0K | 0.12% | +41+0.4% | Added |
| Wedbush Securities Inc | 10,651 | $644.0K | 0.04% | +261+2.5% | Added |
| Bayesian Capital Management, LP | 10,760 | $651.0K | 0.13% | −2,900−21.2% | Reduced |
| Voloridge Investment Management, LLC | 10,791 | $653.0K | 0.00% | −5,604−34.2% | Reduced |
| Virtus ETF Advisers LLC | 10,896 | $659.0K | 0.26% | +250+2.3% | Added |
| Commerce Bank | 11,546 | $699.0K | 0.01% | −362−3.0% | Reduced |
| Regentatlantic Capital LLC | 11,620 | $703.0K | 0.02% | −3,297−22.1% | Reduced |
| Resonant Capital Advisors, LLC | 11,663 | $705.0K | 0.11% | −40−0.3% | Reduced |
| Unigestion Holding SA | 11,617 | $707.0K | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 12,000 | $726.0K | 0.04% | −1,000−7.7% | Reduced |
| Cross Staff Investments Inc | 12,000 | $726.0K | 0.81% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 12,870 | $778.0K | 0.00% | +672+5.5% | Added |
| Guggenheim Capital LLC | 12,973 | $785.0K | 0.01% | −1,707−11.6% | Reduced |
| SRN Advisors, LLC | 13,245 | $801.1K | 0.67% | −4,131−23.8% | Reduced |
| Norinchukin Bank, The | 13,278 | $803.0K | 0.02% | +1,422+12.0% | Added |
| Oppenheimer Asset Management Inc. | 13,368 | $808.0K | 0.01% | −71−0.5% | Reduced |
| Metropolitan Life Insurance Co | 13,614 | $823.4K | 0.04% | −155−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 13,720 | $830.0K | 0.11% | −479−3.4% | Reduced |
| Jump Financial, LLC | 13,737 | $831.0K | 0.03% | −52,932−79.4% | Reduced |
| Creative Planning | 13,740 | $831.0K | 0.00% | +734+5.6% | Added |
| Cumberland Partners Ltd | 14,000 | $847.0K | 0.09% | +4,000+40.0% | Added |
| Tributary Capital Management, LLC | 14,030 | $849.0K | 0.09% | +1,035+8.0% | Added |
| Nordea Investment Management AB | 13,996 | $856.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 14,437 | $873.0K | 0.00% | −132,741−90.2% | Reduced |
| Hunter Associates Investment Management LLC | 14,842 | $893.0K | 0.23% | −625−4.0% | Reduced |
| AXA S.A. | 14,835 | $897.2K | 0.00% | −16,009−51.9% | Reduced |
| Louisiana State Employees Retirement System | 15,000 | $907.0K | 0.03% | +200+1.4% | Added |
| Mackenzie Financial Corp | 15,340 | $928.0K | 0.00% | −2,511−14.1% | Reduced |
| Daiwa Securities Group Inc. | 15,524 | $939.0K | 0.01% | +356+2.3% | Added |
| Raymond James Trust N.A. | 15,753 | $953.0K | 0.04% | +206+1.3% | Added |
| Calamos Advisors LLC | 15,914 | $962.0K | 0.00% | −7,247−31.3% | Reduced |
| National Bank of Canada | 15,606 | $967.0K | 0.01% | −260,834−94.4% | Reduced |
| Veritable, L.P. | 15,982 | $967.0K | 0.02% | −1,317−7.6% | Reduced |
| Teza Capital Management LLC | 16,283 | $985.0K | 0.20% | −4,159−20.3% | Reduced |
| Cim, LLC | 16,818 | $986.0K | 0.21% | −2,480−12.9% | Reduced |
| Spouting Rock Asset Management, LLC | 16,501 | $998.0K | 0.77% | +3,000+22.2% | Added |
| Vestmark Advisory Solutions, Inc. | 16,575 | $1.00M | 0.06% | +2,274+15.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,025 | $1.03M | 0.02% | +331+2.0% | Added |
| Brown Brothers Harriman & Co | 17,726 | $1.07M | 0.01% | +142+0.8% | Added |
| Oregon Public Employees Retirement Fund | 17,879 | $1.08M | 0.02% | −495−2.7% | Reduced |
| Elo Mutual Pension Insurance Co | 17,972 | $1.09M | 0.04% | −908−4.8% | Reduced |
| Maryland State Retirement & Pension System | 17,999 | $1.09M | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,043 | $1.09M | 0.14% | +12,943+253.8% | Added |
| GWM Advisors LLC | 18,104 | $1.09M | 0.02% | +1,960+12.1% | Added |
| Nomura Holdings Inc | 18,275 | $1.10M | 0.01% | +234+1.3% | Added |
| CX Institutional | 18,267 | $1.10M | 0.08% | +267+1.5% | Added |
| Kentucky Retirement Systems | 18,351 | $1.11M | 0.05% | +963+5.5% | Added |
| Evermay Wealth Management LLC | 18,480 | $1.12M | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,639 | $1.13M | 0.02% | +7,499+67.3% | Added |
| JustInvest LLC | 18,797 | $1.14M | 0.05% | +1,770+10.4% | Added |
| Prospera Financial Services Inc | 19,120 | $1.16M | 0.06% | +3,542+22.7% | Added |
| WCM Investment Management, LLC | 19,131 | $1.17M | 0.00% | +397+2.1% | Added |
| Lindenwold Advisors | 19,304 | $1.17M | 0.86% | +69+0.4% | Added |
| Securian Asset Management, Inc | 19,439 | $1.18M | 0.04% | +119+0.6% | Added |
| Bank of Nova Scotia | 19,457 | $1.18M | 0.00% | −176−0.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,489 | $1.18M | 0.27% | −177−0.9% | Reduced |
| Westpac Banking Corp | 19,510 | $1.18M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 19,919 | $1.21M | 0.03% | −3,005−13.1% | Reduced |
| Kennedy Capital Management, Inc. | 20,035 | $1.21M | 0.04% | −150−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 20,702 | $1.25M | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 20,858 | $1.26M | 0.24% | +4,160+24.9% | Added |
| Cacti Asset Management LLC | 21,000 | $1.27M | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,314 | $1.29M | 0.02% | +21,314 | New |
| Keybank National Association | 21,355 | $1.29M | 0.01% | −2,175−9.2% | Reduced |
| Kesler, Norman & Wride, LLC | 21,617 | $1.31M | 0.36% | −63−0.3% | Reduced |
| Ritholtz Wealth Management | 21,659 | $1.31M | 0.07% | +21,659 | New |
| Salem Investment Counselors Inc | 22,000 | $1.33M | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 22,646 | $1.37M | 0.04% | −425−1.8% | Reduced |
| Jane Street Group, LLC | 23,125 | $1.40M | 0.00% | −3,525−13.2% | Reduced |
| Ameritas Investment Partners, Inc. | 23,285 | $1.41M | 0.06% | −263−1.1% | Reduced |
| First Hawaiian Bank | 23,253 | $1.41M | 0.05% | +43+0.2% | Added |
| Crawford Investment Counsel Inc | 23,296 | $1.41M | 0.03% | +121+0.5% | Added |
| Harbor Advisors LLC | 24,000 | $1.45M | 0.39% | 00.0% | Unchanged |
| Trexquant Investment LP | 24,035 | $1.45M | 0.05% | +24,035 | New |
| Northwestern Mutual Wealth Management Co | 24,313 | $1.47M | 0.00% | +9,012+58.9% | Added |
| Sepio Capital, LP | 24,617 | $1.49M | 0.15% | −1,213−4.7% | Reduced |
| Blueshift Asset Management, LLC | 24,903 | $1.51M | 0.32% | +13,197+112.7% | Added |
| Stephens Inc | 25,862 | $1.56M | 0.03% | −6,635−20.4% | Reduced |