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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 342,638 | $20.7M | 0.03% | +1,171+0.3% | Added |
| D. E. Shaw & Co., Inc. | 358,168 | $21.7M | 0.04% | +320,955+862.5% | Added |
| National Pension Service | 375,322 | $22.9M | 0.05% | −10,097−2.6% | Reduced |
| JPMorgan Chase & Co | 389,090 | $23.5M | 0.00% | +41,932+12.1% | Added |
| California State Teachers Retirement System | 394,331 | $23.8M | 0.04% | −4,363−1.1% | Reduced |
| Motley Fool Wealth Management, LLC | 408,572 | $24.7M | 1.62% | −6,831−1.6% | Reduced |
| New York State Common Retirement Fund | 415,797 | $25.1M | 0.04% | −35,842−7.9% | Reduced |
| Dundas Partners LLP | 429,689 | $26.0M | 3.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 451,389 | $27.3M | 0.04% | +9,107+2.1% | Added |
| Royal London Asset Management Ltd | 454,364 | $27.5M | 0.14% | +36,417+8.7% | Added |
| Deutsche Bank AG | 456,203 | $27.6M | 0.02% | −153,466−25.2% | Reduced |
| Raymond James & Associates | 457,016 | $27.6M | 0.03% | −1,703−0.4% | Reduced |
| Barclays PLC | 457,286 | $27.7M | 0.03% | +112,868+32.8% | Added |
| Credit Suisse AG | 478,481 | $28.9M | 0.03% | −25,964−5.1% | Reduced |
| Snyder Capital Management L P | 533,737 | $32.3M | 0.83% | −12,264−2.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 534,175 | $32.3M | 0.47% | +35,020+7.0% | Added |
| Tandem Investment Advisors, Inc. | 609,821 | $36.9M | 2.10% | −112,743−15.6% | Reduced |
| Confluence Investment Management LLC | 611,437 | $37.0M | 0.62% | −2,341−0.4% | Reduced |
| Boston Financial Mangement LLC | 633,592 | $38.3M | 1.66% | +8,556+1.4% | Added |
| Manufacturers Life Insurance Company, The | 638,666 | $38.6M | 0.03% | +21,188+3.4% | Added |
| FIL Ltd | 639,814 | $38.7M | 0.05% | −23,185−3.5% | Reduced |
| Assenagon Asset Management S.A. | 649,427 | $39.3M | 0.17% | −381,855−37.0% | Reduced |
| Ameriprise Financial Inc | 684,392 | $41.9M | 0.02% | +33,967+5.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 712,690 | $43.1M | 0.04% | +6,712+1.0% | Added |
| Amundi | 691,930 | $44.1M | 0.03% | −148,153−17.6% | Reduced |
| Wellington Management Group LLP | 784,584 | $47.5M | 0.01% | −4,847−0.6% | Reduced |
| Point72 Asset Management, L.P. | 796,300 | $48.2M | 0.21% | +381,300+91.9% | Added |
| Balyasny Asset Management LLC | 801,162 | $48.5M | 0.19% | +188,152+30.7% | Added |
| Millennium Management LLC | 819,569 | $49.6M | 0.06% | +466,034+131.8% | Added |
| UBS Asset Management Americas Inc | 842,294 | $50.9M | 0.03% | −128,624−13.2% | Reduced |
| Royal Bank of Canada | 888,191 | $53.7M | 0.02% | +111,169+14.3% | Added |
| Nuveen Asset Management, LLC | 950,898 | $57.5M | 0.02% | +87,896+10.2% | Added |
| Junto Capital Management LP | 970,025 | $58.7M | 1.63% | +970,025 | New |
| FMR LLC | 996,817 | $60.3M | 0.01% | +37,707+3.9% | Added |
| Close Asset Management Ltd | 1,030,400 | $62.3M | 3.53% | +9,800+1.0% | Added |
| Swiss National Bank | 1,038,475 | $62.8M | 0.04% | −1,300−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,157,422 | $70.0M | 0.03% | −548,036−32.1% | Reduced |
| Scout Investments, Inc. | 1,303,150 | $78.8M | 1.63% | −63,497−4.6% | Reduced |
| Madison Asset Management, LLC | 1,326,224 | $80.2M | 1.35% | +8,563+0.6% | Added |
| Citadel Advisors LLC | 1,343,050 | $81.2M | 0.10% | +188,962+16.4% | Added |
| Legal & General Group Plc | 1,389,037 | $84.0M | 0.03% | −90,405−6.1% | Reduced |
| Dimensional Fund Advisors LP | 1,499,230 | $90.7M | 0.03% | −15,375−1.0% | Reduced |
| Liontrust Investment Partners LLP | 1,550,300 | $93.8M | 1.53% | +1,035,472+201.1% | Added |
| Bank of America Corp | 1,648,579 | $99.7M | 0.01% | +34,207+2.1% | Added |
| Invesco Ltd. | 1,667,987 | $100.9M | 0.03% | −326,927−16.4% | Reduced |
| California Public Employees Retirement System | 1,705,515 | $103.2M | 0.09% | −11,046−0.6% | Reduced |
| Bank of New York Mellon Corp | 1,867,470 | $112.9M | 0.03% | −2680.0% | Reduced |
| Northern Trust Corp | 2,192,036 | $132.6M | 0.03% | −11,988−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,311,768 | $139.8M | 0.38% | −66,230−2.8% | Reduced |
| Norges Bank | 2,359,205 | $142.7M | 0.04% | +71,950+3.1% | Added |
| ProShare Advisors LLC | 2,595,652 | $157.0M | 0.60% | +98,476+3.9% | Added |
| Fenimore Asset Management Inc | 2,603,815 | $157.5M | 4.53% | −2,437−0.1% | Reduced |
| APG Asset Management N.V. | 2,569,075 | $158.6M | 0.41% | −204,907−7.4% | Reduced |
| Clarkston Capital Partners, LLC | 2,954,964 | $178.7M | 3.51% | −1,959−0.1% | Reduced |
| Goldman Sachs Group Inc | 3,062,444 | $185.2M | 0.05% | +86,500+2.9% | Added |
| Morgan Stanley | 3,305,125 | $199.9M | 0.03% | +801,523+32.0% | Added |
| Wells Fargo & Company | 3,312,709 | $200.4M | 0.07% | −64,571−1.9% | Reduced |
| Price T Rowe Associates Inc | 4,713,168 | $285.1M | 0.05% | −642,364−12.0% | Reduced |
| First Eagle Investment Management, LLC | 4,741,447 | $286.8M | 0.87% | −1,256,179−20.9% | Reduced |
| Geode Capital Management, LLC | 5,022,042 | $303.4M | 0.05% | +29,074+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 5,891,296 | $356.3M | 0.63% | −284,331−4.6% | Reduced |
| Atlanta Capital Management Co L L C | 6,056,264 | $366.3M | 1.63% | −9,135−0.2% | Reduced |
| Principal Financial Group Inc | 10,130,921 | $612.7M | 0.49% | +551,488+5.8% | Added |
| State Street Corp | 11,048,300 | $668.2M | 0.04% | +52,848+0.5% | Added |
| BlackRock Inc. | 16,260,423 | $983.4M | 0.03% | −79,084−0.5% | Reduced |
| Select Equity Group, L.P. | 18,591,100 | $1.12B | 4.66% | −338,829−1.8% | Reduced |
| Vanguard Group Inc | 27,260,009 | $1.65B | 0.05% | −16,658−0.1% | Reduced |
| Sofos Investments, Inc. | 600 | – | – | +20+3.4% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −138,540−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −88,572−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −80,985−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −47,594−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −27,347−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −18,654−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −17,760−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,853−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −13,446−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,348−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,758−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Disciplined Equity Management, Inc. | 0 | $0 | 0.00% | −4,870−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Infini Capital Management Ltd | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |