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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 82,155 | $4.97M | 0.05% | −1,301−1.6% | Reduced |
| Aviva PLC | 82,660 | $5.00M | 0.03% | +16,946+25.8% | Added |
| Korea Investment CORP | 85,448 | $5.17M | 0.02% | −95,128−52.7% | Reduced |
| Boston Trust Walden Corp | 87,023 | $5.26M | 0.05% | −389,798−81.7% | Reduced |
| Whittier Trust Co | 88,644 | $5.36M | 0.11% | +2,289+2.7% | Added |
| Eaton Vance Management | 91,022 | $5.50M | 0.01% | +479+0.5% | Added |
| Pictet Asset Management SA | 95,051 | $5.75M | 0.01% | −12,685−11.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 95,600 | $5.78M | 0.03% | +95,600 | New |
| Running Oak Capital LLC | 96,390 | $5.83M | 2.01% | +96,390 | New |
| Franklin Resources Inc | 98,247 | $5.94M | 0.00% | −1,628−1.6% | Reduced |
| Putnam Investments LLC | 99,128 | $6.00M | 0.01% | +99,128 | New |
| Jacobs Levy Equity Management, Inc | 99,192 | $6.00M | 0.05% | +99,192 | New |
| Asset Management One Co.,Ltd. | 99,432 | $6.01M | 0.03% | +601+0.6% | Added |
| Distillate Capital Partners LLC | 100,072 | $6.03M | 0.81% | +14,993+17.6% | Added |
| Vaughan David Investments LLC | 100,000 | $6.05M | 0.20% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 101,145 | $6.09M | 0.20% | +15,483+18.1% | Added |
| Spring Capital Management, LLC | 100,906 | $6.10M | 5.80% | −357−0.4% | Reduced |
| Treasurer of the State of North Carolina | 101,319 | $6.13M | 0.04% | −1,840−1.8% | Reduced |
| Squarepoint Ops LLC | 102,256 | $6.18M | 0.06% | −26,913−20.8% | Reduced |
| Storebrand Asset Management AS | 102,519 | $6.20M | 0.04% | +5,069+5.2% | Added |
| LPL Financial LLC | 102,667 | $6.21M | 0.01% | +10,490+11.4% | Added |
| First National Bank of Omaha | 103,526 | $6.26M | 0.41% | −2,241−2.1% | Reduced |
| Southeast Asset Advisors Inc. | 103,532 | $6.26M | 1.06% | −3,195−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 104,259 | $6.30M | 0.01% | −11,506−9.9% | Reduced |
| Toronto Dominion Bank | 104,851 | $6.34M | 0.01% | −9,490−8.3% | Reduced |
| Marks Group Wealth Management, Inc | 107,976 | $6.53M | 0.99% | +1,819+1.7% | Added |
| Mattern Capital Management, LLC | 109,882 | $6.65M | 1.38% | −2,704−2.4% | Reduced |
| Natixis Advisors, L.P. | 112,445 | $6.80M | 0.03% | −30,542−21.4% | Reduced |
| Tower Bridge Advisors | 117,428 | $7.10M | 0.63% | +500+0.4% | Added |
| Teacher Retirement System of Texas | 118,253 | $7.15M | 0.05% | −13,325−10.1% | Reduced |
| State of New Jersey Common Pension Fund D | 126,536 | $7.65M | 0.03% | −4,634−3.5% | Reduced |
| Umb Bank N A | 126,922 | $7.68M | 0.13% | −14,252−10.1% | Reduced |
| Great West Life Assurance Co | 129,940 | $7.85M | 0.02% | +17,648+15.7% | Added |
| Prana Capital Management, LP | 130,662 | $7.90M | 0.54% | −62,661−32.4% | Reduced |
| Virginia Retirement Systems Et Al | 134,100 | $8.11M | 0.09% | +134,100 | New |
| Yousif Capital Management, LLC | 134,907 | $8.16M | 0.12% | +5,964+4.6% | Added |
| Envestnet Asset Management Inc | 135,208 | $8.18M | 0.00% | −3,606−2.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 140,774 | $8.21M | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 135,876 | $8.22M | 0.01% | −21,124−13.5% | Reduced |
| Janney Montgomery Scott LLC | 136,797 | $8.27M | 0.04% | +12,223+9.8% | Added |
| Public Employees Retirement System of Ohio | 138,211 | $8.36M | 0.04% | +1,394+1.0% | Added |
| State of Wisconsin Investment Board | 139,032 | $8.41M | 0.03% | −50,228−26.5% | Reduced |
| First Trust Advisors LP | 140,470 | $8.50M | 0.01% | −286,456−67.1% | Reduced |
| Public Sector Pension Investment Board | 141,635 | $8.57M | 0.07% | +119,250+532.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 143,652 | $8.69M | 0.04% | +1,664+1.2% | Added |
| Tudor Investment Corp Et Al | 145,888 | $8.82M | 0.22% | −30,472−17.3% | Reduced |
| Lountzis Asset Management, LLC | 145,946 | $8.83M | 5.99% | −1,609−1.1% | Reduced |
| CBOE Vest Financial, LLC | 146,517 | $8.86M | 1.68% | +7,172+5.1% | Added |
| HSBC Holdings PLC | 147,163 | $8.99M | 0.02% | −55,217−27.3% | Reduced |
| Charter Trust Co | 152,011 | $9.19M | 0.79% | +393+0.3% | Added |
| AQR Capital Management LLC | 152,104 | $9.20M | 0.02% | −3,305−2.1% | Reduced |
| Andra AP-fonden | 153,700 | $9.30M | 0.30% | −26,200−14.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 154,623 | $9.35M | 0.08% | −178,577−53.6% | Reduced |
| Bank of Montreal | 155,309 | $9.76M | 0.01% | +23,496+17.8% | Added |
| Susquehanna Fundamental Investments, LLC | 164,569 | $9.95M | 0.17% | +164,569 | New |
| Gateway Investment Advisers LLC | 167,892 | $10.2M | 0.13% | −2,735−1.6% | Reduced |
| Neuberger Berman Group LLC | 173,636 | $10.5M | 0.01% | −22,754−11.6% | Reduced |
| Vancity Investment Management Ltd | 174,705 | $10.6M | 1.68% | +13,426+8.3% | Added |
| Zimmer Partners, LP | 175,000 | $10.6M | 0.23% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 176,412 | $10.7M | 1.05% | −4,338−2.4% | Reduced |
| Cubist Systematic Strategies, LLC | 185,797 | $11.2M | 0.08% | +131,246+240.6% | Added |
| ExodusPoint Capital Management, LP | 192,620 | $11.7M | 0.16% | +52,673+37.6% | Added |
| BNP Paribas Arbitrage, SA | 193,152 | $11.7M | 0.03% | −52,670−21.4% | Reduced |
| British Columbia Investment Management Corp | 194,510 | $11.8M | 0.13% | −4,248−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 195,556 | $11.8M | 0.03% | −30,551−13.5% | Reduced |
| TD Asset Management Inc | 196,027 | $11.9M | 0.01% | −22,290−10.2% | Reduced |
| SEI Investments Co | 197,545 | $11.9M | 0.03% | +23,051+13.2% | Added |
| 1832 Asset Management L.P. | 198,414 | $12.0M | 0.03% | −7,283−3.5% | Reduced |
| Baird Financial Group, Inc. | 208,150 | $12.6M | 0.04% | +8,739+4.4% | Added |
| Schroder Investment Management Group | 209,385 | $12.7M | 0.02% | −106,254−33.7% | Reduced |
| Canada Pension Plan Investment Board | 213,850 | $12.9M | 0.02% | +198,740+1,315.3% | Added |
| DekaBank Deutsche Girozentrale | 214,810 | $12.9M | 0.04% | +5,630+2.7% | Added |
| UBS Group AG | 215,613 | $13.0M | 0.01% | −73,030−25.3% | Reduced |
| Cresset Asset Management, LLC | 221,658 | $13.4M | 0.17% | +323+0.1% | Added |
| Diamond Hill Capital Management Inc | 227,178 | $13.7M | 0.07% | +303+0.1% | Added |
| Nomura Asset Management Co Ltd | 234,170 | $14.2M | 0.09% | +43,720+23.0% | Added |
| Robeco Institutional Asset Management B.V. | 237,894 | $14.4M | 0.05% | −120,440−33.6% | Reduced |
| Citigroup Inc | 238,653 | $14.4M | 0.02% | −53,130−18.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 239,161 | $14.5M | 0.04% | −163,167−40.6% | Reduced |
| Chilton Investment Co LLC | 240,749 | $14.6M | 0.45% | +84,933+54.5% | Added |
| Truist Financial Corp | 243,494 | $14.7M | 0.03% | −55,742−18.6% | Reduced |
| Acadian Asset Management LLC | 249,380 | $15.1M | 0.08% | −389,595−61.0% | Reduced |
| Prudential Financial Inc | 249,080 | $15.1M | 0.03% | −4,668−1.8% | Reduced |
| Russell Investments Group, Ltd. | 254,797 | $15.5M | 0.03% | −34,145−11.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 259,398 | $15.7M | 0.10% | +29,310+12.7% | Added |
| New York State Teachers Retirement System | 271,695 | $16.4M | 0.04% | −3,451−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272,382 | $16.5M | 0.05% | +64,944+31.3% | Added |
| Intech Investment Management LLC | 276,615 | $16.7M | 0.13% | +64,419+30.4% | Added |
| Summit Wealth Partners, LLC | 279,506 | $16.9M | 4.77% | +1,184+0.4% | Added |
| State Board of Administration of Florida Retirement System | 280,590 | $17.0M | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 289,951 | $17.5M | 0.02% | −15,239−5.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 292,101 | $17.7M | 0.69% | +7,208+2.5% | Added |
| Victory Capital Management Inc | 293,042 | $17.7M | 0.02% | −33,973−10.4% | Reduced |
| Alliancebernstein L.P. | 302,402 | $18.3M | 0.01% | −100,760−25.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 310,506 | $18.8M | 0.22% | +7,272+2.4% | Added |
| Schwartz Investment Counsel Inc | 313,450 | $19.0M | 0.97% | 00.0% | Unchanged |
| Prospector Partners LLC | 316,130 | $19.1M | 2.93% | +25,625+8.8% | Added |
| Philo Smith Capital Corp | 325,450 | $19.7M | 8.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 333,874 | $20.2M | 0.06% | −95,029−22.2% | Reduced |
| Brookfield Asset Management Inc. | 334,325 | $20.2M | 0.07% | −16,551−4.7% | Reduced |