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 |
|---|---|---|---|---|---|
| Bensler, LLC | 26,008 | $1.57M | 0.37% | +40+0.2% | Added |
| First Republic Investment Management, Inc. | 26,045 | $1.57M | 0.00% | +805+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,210 | $1.58M | 0.01% | −801−3.0% | Reduced |
| KBC Group NV | 26,553 | $1.61M | 0.01% | −1,112−4.0% | Reduced |
| Prudential PLC | 26,652 | $1.61M | 0.03% | −2,780−9.4% | Reduced |
| Nissay Asset Management Corp | 27,049 | $1.64M | 0.02% | +1,007+3.9% | Added |
| Czech National Bank | 27,245 | $1.65M | 0.05% | +27,245 | New |
| Public Employees Retirement Association of Colorado | 27,764 | $1.68M | 0.01% | 00.0% | Unchanged |
| Carmignac Gestion | 27,836 | $1.68M | 0.04% | +407+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,144 | $1.70M | 0.00% | +406+1.5% | Added |
| Legacy Financial Strategies, LLC | 28,347 | $1.71M | 0.80% | +2,816+11.0% | Added |
| Janus Henderson Group PLC | 28,616 | $1.73M | 0.00% | −189−0.7% | Reduced |
| Bessemer Group Inc | 29,904 | $1.81M | 0.00% | −673−2.2% | Reduced |
| Triad Investment Management | 29,898 | $1.81M | 3.14% | +3,551+13.5% | Added |
| Bright Rock Capital Management, LLC | 30,000 | $1.81M | 0.51% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,098 | $1.82M | 0.00% | −14,723−32.8% | Reduced |
| Triasima Portfolio Management inc. | 30,285 | $1.83M | 0.15% | −18,040−37.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 30,532 | $1.85M | 0.08% | +2,134+7.5% | Added |
| Ossiam | 30,714 | $1.86M | 0.05% | +30,714 | New |
| Covey Capital Advisors, LLC | 31,357 | $1.90M | 3.22% | +1,469+4.9% | Added |
| Edgestream Partners, L.P. | 31,403 | $1.90M | 0.15% | +31,403 | New |
| Gotham Asset Management, LLC | 31,943 | $1.93M | 0.06% | +12,563+64.8% | Added |
| Hyperion Capital Advisors LP | 32,000 | $1.94M | 0.95% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 32,557 | $1.97M | 0.03% | −1,110−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,010 | $2.00M | 0.00% | +419+1.3% | Added |
| CIBC Asset Management Inc | 33,001 | $2.00M | 0.01% | +2,698+8.9% | Added |
| Texas Permanent School Fund | 33,171 | $2.01M | 0.03% | +2,226+7.2% | Added |
| New York Life Investment Management LLC | 33,281 | $2.01M | 0.02% | +107+0.3% | Added |
| Klingman & Associates, LLC | 33,525 | $2.03M | 0.20% | −60.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,848 | $2.05M | 0.01% | +1,173+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,291 | $2.07M | 0.02% | +179+0.5% | Added |
| US Bancorp | 34,467 | $2.08M | 0.00% | +1,080+3.2% | Added |
| V Wealth Advisors LLC | 34,514 | $2.09M | 0.42% | +910+2.7% | Added |
| Terry L. Blaker | 35,116 | $2.12M | 0.21% | −567−1.6% | Reduced |
| Point72 Hong Kong Ltd | 35,158 | $2.13M | 0.13% | −7,751−18.1% | Reduced |
| Echo Street Capital Management LLC | 36,029 | $2.18M | 0.02% | −12,105−25.1% | Reduced |
| Advisory Services Network, LLC | 36,487 | $2.21M | 0.08% | +571+1.6% | Added |
| ING Groep NV | 36,743 | $2.22M | 0.04% | −7,345−16.7% | Reduced |
| Integrity Financial Corp | 36,934 | $2.23M | 2.35% | +1,162+3.2% | Added |
| DnB Asset Management AS | 37,786 | $2.29M | 0.02% | −652−1.7% | Reduced |
| Handelsbanken Fonder AB | 37,834 | $2.29M | 0.02% | +7,800+26.0% | Added |
| IFM Investors Pty Ltd | 38,106 | $2.31M | 0.04% | +1,791+4.9% | Added |
| AlphaCrest Capital Management LLC | 38,349 | $2.32M | 0.14% | +24,964+186.5% | Added |
| Cerity Partners LLC | 38,639 | $2.34M | 0.03% | −2,482−6.0% | Reduced |
| CIBC World Markets Corp | 38,715 | $2.34M | 0.03% | −14,042−26.6% | Reduced |
| Gulf International Bank (UK) Ltd | 39,125 | $2.37M | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 39,268 | $2.38M | 0.21% | +157+0.4% | Added |
| Comerica Bank | 38,163 | $2.41M | 0.02% | +445+1.2% | Added |
| Eagle Asset Management Inc | 39,937 | $2.42M | 0.02% | +9,050+29.3% | Added |
| Xponance, Inc. | 40,054 | $2.42M | 0.05% | +16,578+70.6% | Added |
| Mariner, LLC | 41,231 | $2.49M | 0.01% | +1,515+3.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 41,262 | $2.50M | 0.02% | −2,324−5.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,427 | $2.51M | 0.04% | −738−1.8% | Reduced |
| Forsta Ap-Fonden | 41,700 | $2.52M | 0.03% | −800−1.9% | Reduced |
| Wall Street Access Asset Management, LLC | 42,048 | $2.54M | 1.82% | 00.0% | Unchanged |
| Utah Retirement Systems | 42,336 | $2.56M | 0.04% | +600+1.4% | Added |
| Jefferies Group LLC | 42,500 | $2.57M | 0.08% | +42,500 | New |
| Quantbot Technologies LP | 42,830 | $2.59M | 0.20% | −22,617−34.6% | Reduced |
| Henshaw Capital LLC | 42,869 | $2.59M | 0.19% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 43,800 | $2.65M | 0.01% | +942+2.2% | Added |
| Ironwood Investment Counsel, LLC | 44,515 | $2.69M | 0.77% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 45,002 | $2.72M | 0.10% | −258−0.6% | Reduced |
| Man Group plc | 45,630 | $2.76M | 0.01% | – | – |
| Richard Bernstein Advisors LLC | 46,225 | $2.79M | 0.07% | −40,493−46.7% | Reduced |
| Mutual of America Capital Management LLC | 46,272 | $2.80M | 0.04% | +512+1.1% | Added |
| Tredje AP-fonden | 47,349 | $2.86M | 0.06% | +47,349 | New |
| Allianz Asset Management GmbH | 47,481 | $2.87M | 0.01% | +3,608+8.2% | Added |
| Independent Advisor Alliance | 49,310 | $2.98M | 0.17% | +1,974+4.2% | Added |
| Great Lakes Advisors, LLC | 49,650 | $3.00M | 0.07% | −147−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,800 | $3.01M | 0.01% | +49,800 | New |
| O'Shaughnessy Asset Management, LLC | 49,878 | $3.02M | 0.06% | +31,198+167.0% | Added |
| Crestline Management, LP | 50,000 | $3.02M | 0.41% | −25,000−33.3% | Reduced |
| DuPont Capital Management Corp | 50,895 | $3.08M | 0.18% | −5,586−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 51,448 | $3.11M | 0.06% | −5,736−10.0% | Reduced |
| Worldquant Millennium Advisors LLC | 53,697 | $3.25M | 0.08% | +53,697 | New |
| Occudo Quantitative Strategies LP | 54,655 | $3.31M | 0.26% | +29,193+114.7% | Added |
| Standard Life Aberdeen plc | 56,687 | $3.43M | 0.01% | +667+1.2% | Added |
| Leavell Investment Management, Inc. | 57,200 | $3.46M | 0.27% | 00.0% | Unchanged |
| BCM Advisors, LLC | 59,671 | $3.50M | 1.03% | −16,128−21.3% | Reduced |
| Commonwealth Equity Services, LLC | 58,420 | $3.53M | 0.01% | +11,055+23.3% | Added |
| AE Wealth Management LLC | 60,565 | $3.66M | 0.03% | −262−0.4% | Reduced |
| TAP Consulting, LLC | 60,824 | $3.68M | 0.98% | +1,985+3.4% | Added |
| MetLife Investment Management | 63,009 | $3.81M | 0.03% | −881−1.4% | Reduced |
| State of Michigan Retirement System | 63,451 | $3.84M | 0.03% | +200+0.3% | Added |
| State of Tennessee, Treasury Department | 64,908 | $3.93M | 0.02% | +27,063+71.5% | Added |
| Ensign Peak Advisors, Inc | 65,060 | $3.94M | 0.01% | +22,080+51.4% | Added |
| American International Group, Inc. | 65,712 | $3.97M | 0.03% | −1,535−2.3% | Reduced |
| Bridgewater Associates, LP | 65,821 | $3.98M | 0.02% | +211+0.3% | Added |
| Arizona State Retirement System | 65,878 | $3.98M | 0.04% | −1,072−1.6% | Reduced |
| Park National Corp | 70,400 | $4.26M | 0.21% | −368−0.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 70,736 | $4.28M | 0.05% | +70,736 | New |
| Nisa Investment Advisors, LLC | 71,575 | $4.32M | 0.04% | +4,175+6.2% | Added |
| Panagora Asset Management Inc | 72,646 | $4.39M | 0.03% | +39,487+119.1% | Added |
| HWG Holdings LP | 72,697 | $4.40M | 3.17% | +72,697 | New |
| The PNC Financial Services Group, Inc. | 75,978 | $4.60M | 0.00% | +1,372+1.8% | Added |
| HRT Financial LP | 76,078 | $4.60M | 0.05% | +76,078 | New |
| Speece Thorson Capital Group Inc | 76,779 | $4.64M | 1.06% | +2,443+3.3% | Added |
| Captrust Financial Advisors | 77,382 | $4.68M | 0.03% | +12,672+19.6% | Added |
| Retirement Systems of Alabama | 77,868 | $4.71M | 0.02% | +200+0.3% | Added |
| Rafferty Asset Management, LLC | 80,519 | $4.87M | 0.05% | +5,437+7.2% | Added |