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 |
|---|---|---|---|---|---|
| SEI Investments Co | 197,545 | $11.9M | 0.03% | +23,051+13.2% | Added |
| TD Asset Management Inc | 196,027 | $11.9M | 0.01% | −22,290−10.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 195,556 | $11.8M | 0.03% | −30,551−13.5% | Reduced |
| British Columbia Investment Management Corp | 194,510 | $11.8M | 0.13% | −4,248−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 193,152 | $11.7M | 0.03% | −52,670−21.4% | Reduced |
| ExodusPoint Capital Management, LP | 192,620 | $11.7M | 0.16% | +52,673+37.6% | Added |
| Cubist Systematic Strategies, LLC | 185,797 | $11.2M | 0.08% | +131,246+240.6% | Added |
| Motley Fool Asset Management LLC | 176,412 | $10.7M | 1.05% | −4,338−2.4% | Reduced |
| Zimmer Partners, LP | 175,000 | $10.6M | 0.23% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 174,705 | $10.6M | 1.68% | +13,426+8.3% | Added |
| Neuberger Berman Group LLC | 173,636 | $10.5M | 0.01% | −22,754−11.6% | Reduced |
| Gateway Investment Advisers LLC | 167,892 | $10.2M | 0.13% | −2,735−1.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 164,569 | $9.95M | 0.17% | +164,569 | New |
| Bank of Montreal | 155,309 | $9.76M | 0.01% | +23,496+17.8% | Added |
| Schonfeld Strategic Advisors LLC | 154,623 | $9.35M | 0.08% | −178,577−53.6% | Reduced |
| Andra AP-fonden | 153,700 | $9.30M | 0.30% | −26,200−14.6% | Reduced |
| AQR Capital Management LLC | 152,104 | $9.20M | 0.02% | −3,305−2.1% | Reduced |
| Charter Trust Co | 152,011 | $9.19M | 0.79% | +393+0.3% | Added |
| HSBC Holdings PLC | 147,163 | $8.99M | 0.02% | −55,217−27.3% | Reduced |
| CBOE Vest Financial, LLC | 146,517 | $8.86M | 1.68% | +7,172+5.1% | Added |
| Lountzis Asset Management, LLC | 145,946 | $8.83M | 5.99% | −1,609−1.1% | Reduced |
| Tudor Investment Corp Et Al | 145,888 | $8.82M | 0.22% | −30,472−17.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 143,652 | $8.69M | 0.04% | +1,664+1.2% | Added |
| Public Sector Pension Investment Board | 141,635 | $8.57M | 0.07% | +119,250+532.7% | Added |
| First Trust Advisors LP | 140,470 | $8.50M | 0.01% | −286,456−67.1% | Reduced |
| State of Wisconsin Investment Board | 139,032 | $8.41M | 0.03% | −50,228−26.5% | Reduced |
| Public Employees Retirement System of Ohio | 138,211 | $8.36M | 0.04% | +1,394+1.0% | Added |
| Janney Montgomery Scott LLC | 136,797 | $8.27M | 0.04% | +12,223+9.8% | Added |
| Lazard Asset Management LLC | 135,876 | $8.22M | 0.01% | −21,124−13.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 140,774 | $8.21M | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 135,208 | $8.18M | 0.00% | −3,606−2.6% | Reduced |
| Yousif Capital Management, LLC | 134,907 | $8.16M | 0.12% | +5,964+4.6% | Added |
| Virginia Retirement Systems Et Al | 134,100 | $8.11M | 0.09% | +134,100 | New |
| Prana Capital Management, LP | 130,662 | $7.90M | 0.54% | −62,661−32.4% | Reduced |
| Great West Life Assurance Co | 129,940 | $7.85M | 0.02% | +17,648+15.7% | Added |
| Umb Bank N A | 126,922 | $7.68M | 0.13% | −14,252−10.1% | Reduced |
| State of New Jersey Common Pension Fund D | 126,536 | $7.65M | 0.03% | −4,634−3.5% | Reduced |
| Teacher Retirement System of Texas | 118,253 | $7.15M | 0.05% | −13,325−10.1% | Reduced |
| Tower Bridge Advisors | 117,428 | $7.10M | 0.63% | +500+0.4% | Added |
| Natixis Advisors, L.P. | 112,445 | $6.80M | 0.03% | −30,542−21.4% | Reduced |
| Mattern Capital Management, LLC | 109,882 | $6.65M | 1.38% | −2,704−2.4% | Reduced |
| Marks Group Wealth Management, Inc | 107,976 | $6.53M | 0.99% | +1,819+1.7% | Added |
| Toronto Dominion Bank | 104,851 | $6.34M | 0.01% | −9,490−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 104,259 | $6.30M | 0.01% | −11,506−9.9% | Reduced |
| Southeast Asset Advisors Inc. | 103,532 | $6.26M | 1.06% | −3,195−3.0% | Reduced |
| First National Bank of Omaha | 103,526 | $6.26M | 0.41% | −2,241−2.1% | Reduced |
| LPL Financial LLC | 102,667 | $6.21M | 0.01% | +10,490+11.4% | Added |
| Storebrand Asset Management AS | 102,519 | $6.20M | 0.04% | +5,069+5.2% | Added |
| Squarepoint Ops LLC | 102,256 | $6.18M | 0.06% | −26,913−20.8% | Reduced |
| Treasurer of the State of North Carolina | 101,319 | $6.13M | 0.04% | −1,840−1.8% | Reduced |
| Spring Capital Management, LLC | 100,906 | $6.10M | 5.80% | −357−0.4% | Reduced |
| Vident Investment Advisory, LLC | 101,145 | $6.09M | 0.20% | +15,483+18.1% | Added |
| Vaughan David Investments LLC | 100,000 | $6.05M | 0.20% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 100,072 | $6.03M | 0.81% | +14,993+17.6% | Added |
| Asset Management One Co.,Ltd. | 99,432 | $6.01M | 0.03% | +601+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 99,192 | $6.00M | 0.05% | +99,192 | New |
| Putnam Investments LLC | 99,128 | $6.00M | 0.01% | +99,128 | New |
| Franklin Resources Inc | 98,247 | $5.94M | 0.00% | −1,628−1.6% | Reduced |
| Running Oak Capital LLC | 96,390 | $5.83M | 2.01% | +96,390 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 95,600 | $5.78M | 0.03% | +95,600 | New |
| Pictet Asset Management SA | 95,051 | $5.75M | 0.01% | −12,685−11.8% | Reduced |
| Eaton Vance Management | 91,022 | $5.50M | 0.01% | +479+0.5% | Added |
| Whittier Trust Co | 88,644 | $5.36M | 0.11% | +2,289+2.7% | Added |
| Boston Trust Walden Corp | 87,023 | $5.26M | 0.05% | −389,798−81.7% | Reduced |
| Korea Investment CORP | 85,448 | $5.17M | 0.02% | −95,128−52.7% | Reduced |
| Aviva PLC | 82,660 | $5.00M | 0.03% | +16,946+25.8% | Added |
| Amalgamated Bank | 82,155 | $4.97M | 0.05% | −1,301−1.6% | Reduced |
| Rafferty Asset Management, LLC | 80,519 | $4.87M | 0.05% | +5,437+7.2% | Added |
| Retirement Systems of Alabama | 77,868 | $4.71M | 0.02% | +200+0.3% | Added |
| Captrust Financial Advisors | 77,382 | $4.68M | 0.03% | +12,672+19.6% | Added |
| Speece Thorson Capital Group Inc | 76,779 | $4.64M | 1.06% | +2,443+3.3% | Added |
| HRT Financial LP | 76,078 | $4.60M | 0.05% | +76,078 | New |
| The PNC Financial Services Group, Inc. | 75,978 | $4.60M | 0.00% | +1,372+1.8% | Added |
| HWG Holdings LP | 72,697 | $4.40M | 3.17% | +72,697 | New |
| Panagora Asset Management Inc | 72,646 | $4.39M | 0.03% | +39,487+119.1% | Added |
| Nisa Investment Advisors, LLC | 71,575 | $4.32M | 0.04% | +4,175+6.2% | Added |
| ArrowMark Colorado Holdings LLC | 70,736 | $4.28M | 0.05% | +70,736 | New |
| Park National Corp | 70,400 | $4.26M | 0.21% | −368−0.5% | Reduced |
| Arizona State Retirement System | 65,878 | $3.98M | 0.04% | −1,072−1.6% | Reduced |
| Bridgewater Associates, LP | 65,821 | $3.98M | 0.02% | +211+0.3% | Added |
| American International Group, Inc. | 65,712 | $3.97M | 0.03% | −1,535−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 65,060 | $3.94M | 0.01% | +22,080+51.4% | Added |
| State of Tennessee, Treasury Department | 64,908 | $3.93M | 0.02% | +27,063+71.5% | Added |
| State of Michigan Retirement System | 63,451 | $3.84M | 0.03% | +200+0.3% | Added |
| MetLife Investment Management | 63,009 | $3.81M | 0.03% | −881−1.4% | Reduced |
| TAP Consulting, LLC | 60,824 | $3.68M | 0.98% | +1,985+3.4% | Added |
| AE Wealth Management LLC | 60,565 | $3.66M | 0.03% | −262−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 58,420 | $3.53M | 0.01% | +11,055+23.3% | Added |
| BCM Advisors, LLC | 59,671 | $3.50M | 1.03% | −16,128−21.3% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $3.46M | 0.27% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 56,687 | $3.43M | 0.01% | +667+1.2% | Added |
| Occudo Quantitative Strategies LP | 54,655 | $3.31M | 0.26% | +29,193+114.7% | Added |
| Worldquant Millennium Advisors LLC | 53,697 | $3.25M | 0.08% | +53,697 | New |
| Steward Partners Investment Advisory, LLC | 51,448 | $3.11M | 0.06% | −5,736−10.0% | Reduced |
| DuPont Capital Management Corp | 50,895 | $3.08M | 0.18% | −5,586−9.9% | Reduced |
| Crestline Management, LP | 50,000 | $3.02M | 0.41% | −25,000−33.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 49,878 | $3.02M | 0.06% | +31,198+167.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,800 | $3.01M | 0.01% | +49,800 | New |
| Great Lakes Advisors, LLC | 49,650 | $3.00M | 0.07% | −147−0.3% | Reduced |
| Independent Advisor Alliance | 49,310 | $2.98M | 0.17% | +1,974+4.2% | Added |