Skip to main content

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.

Institutional holdersQ3 2022: 568 institutions
Q1 2021: 458 institutionsQ2 2021: 470 institutionsQ3 2021: 518 institutionsQ4 2021: 553 institutionsQ1 2022: 581 institutionsQ2 2022: 576 institutionsQ3 2022: 568 institutionsQ4 2022: 573 institutionsQ1 2023: 570 institutionsQ2 2023: 607 institutionsQ3 2023: 631 institutionsQ4 2023: 686 institutionsQ1 2024: 718 institutionsQ2 2024: 760 institutionsQ3 2024: 823 institutionsQ4 2024: 875 institutionsQ1 2025: 911 institutionsQ2 2025: 931 institutionsQ3 2025: 897 institutionsQ4 2025: 890 institutionsQ1 2026: 816 institutionsQ2 2026: 809 institutions
Value heldQ3 2022: $12.1B
Q1 2021: $9.10BQ2 2021: $10.7BQ3 2021: $11.3BQ4 2021: $14.4BQ1 2022: $14.8BQ2 2022: $11.8BQ3 2022: $12.1BQ4 2022: $11.4BQ1 2023: $11.6BQ2 2023: $13.9BQ3 2023: $14.1BQ4 2023: $14.6BQ1 2024: $18.0BQ2 2024: $18.7BQ3 2024: $21.7BQ4 2024: $21.9BQ1 2025: $27.3BQ2 2025: $29.5BQ3 2025: $24.6BQ4 2025: $21.7BQ1 2026: $18.2BQ2 2026: $18.1B
Institutions holding BRO and their total value by quarter
QuarterHoldersValue
Q2 2026809$18.1B
Q1 2026816$18.2B
Q4 2025890$21.7B
Q3 2025897$24.6B
Q2 2025931$29.5B
Q1 2025911$27.3B
Q4 2024875$21.9B
Q3 2024823$21.7B
Q2 2024760$18.7B
Q1 2024718$18.0B
Q4 2023686$14.6B
Q3 2023631$14.1B
Q2 2023607$13.9B
Q1 2023570$11.6B
Q4 2022573$11.4B
Q3 2022568$12.1B
Q2 2022576$11.8B
Q1 2022581$14.8B
Q4 2021553$14.4B
Q3 2021518$11.3B
Q2 2021470$10.7B
Q1 2021458$9.10B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2022.

Institutions holding BRO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Allianz Asset Management GmbH47,481$2.87M0.01%+3,608+8.2%Added
Tredje AP-fonden47,349$2.86M0.06%+47,349New
Mutual of America Capital Management LLC46,272$2.80M0.04%+512+1.1%Added
Richard Bernstein Advisors LLC46,225$2.79M0.07%−40,493−46.7%Reduced
Man Group plc45,630$2.76M0.01%––
Achmea Investment Management B.V.45,002$2.72M0.10%−258−0.6%Reduced
Ironwood Investment Counsel, LLC44,515$2.69M0.77%00.0%Unchanged
HighTower Advisors, LLC43,800$2.65M0.01%+942+2.2%Added
Henshaw Capital LLC42,869$2.59M0.19%00.0%Unchanged
Quantbot Technologies LP42,830$2.59M0.20%−22,617−34.6%Reduced
Jefferies Group LLC42,500$2.57M0.08%+42,500New
Utah Retirement Systems42,336$2.56M0.04%+600+1.4%Added
Wall Street Access Asset Management, LLC42,048$2.54M1.82%00.0%Unchanged
Forsta Ap-Fonden41,700$2.52M0.03%−800−1.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.41,427$2.51M0.04%−738−1.8%Reduced
Skandinaviska Enskilda Banken AB (publ)41,262$2.50M0.02%−2,324−5.3%Reduced
Mariner, LLC41,231$2.49M0.01%+1,515+3.8%Added
Xponance, Inc.40,054$2.42M0.05%+16,578+70.6%Added
Eagle Asset Management Inc39,937$2.42M0.02%+9,050+29.3%Added
Comerica Bank38,163$2.41M0.02%+445+1.2%Added
BOK Financial Private Wealth, Inc.39,268$2.38M0.21%+157+0.4%Added
Gulf International Bank (UK) Ltd39,125$2.37M0.04%00.0%Unchanged
CIBC World Markets Corp38,715$2.34M0.03%−14,042−26.6%Reduced
Cerity Partners LLC38,639$2.34M0.03%−2,482−6.0%Reduced
AlphaCrest Capital Management LLC38,349$2.32M0.14%+24,964+186.5%Added
IFM Investors Pty Ltd38,106$2.31M0.04%+1,791+4.9%Added
Handelsbanken Fonder AB37,834$2.29M0.02%+7,800+26.0%Added
DnB Asset Management AS37,786$2.29M0.02%−652−1.7%Reduced
Integrity Financial Corp36,934$2.23M2.35%+1,162+3.2%Added
ING Groep NV36,743$2.22M0.04%−7,345−16.7%Reduced
Advisory Services Network, LLC36,487$2.21M0.08%+571+1.6%Added
Echo Street Capital Management LLC36,029$2.18M0.02%−12,105−25.1%Reduced
Point72 Hong Kong Ltd35,158$2.13M0.13%−7,751−18.1%Reduced
Terry L. Blaker35,116$2.12M0.21%−567−1.6%Reduced
V Wealth Advisors LLC34,514$2.09M0.42%+910+2.7%Added
US Bancorp34,467$2.08M0.00%+1,080+3.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys34,291$2.07M0.02%+179+0.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)33,848$2.05M0.01%+1,173+3.6%Added
Klingman & Associates, LLC33,525$2.03M0.20%−60.0%Reduced
New York Life Investment Management LLC33,281$2.01M0.02%+107+0.3%Added
Texas Permanent School Fund33,171$2.01M0.03%+2,226+7.2%Added
Raymond James Financial Services Advisors, Inc.33,010$2.00M0.00%+419+1.3%Added
CIBC Asset Management Inc33,001$2.00M0.01%+2,698+8.9%Added
State of Alaska, Department of Revenue32,557$1.97M0.03%−1,110−3.3%Reduced
Hyperion Capital Advisors LP32,000$1.94M0.95%00.0%Unchanged
Gotham Asset Management, LLC31,943$1.93M0.06%+12,563+64.8%Added
Edgestream Partners, L.P.31,403$1.90M0.15%+31,403New
Covey Capital Advisors, LLC31,357$1.90M3.22%+1,469+4.9%Added
Ossiam30,714$1.86M0.05%+30,714New
Whittier Trust Co of Nevada Inc30,532$1.85M0.08%+2,134+7.5%Added
Triasima Portfolio Management inc.30,285$1.83M0.15%−18,040−37.3%Reduced
Susquehanna International Group, LLP30,098$1.82M0.00%−14,723−32.8%Reduced
Bright Rock Capital Management, LLC30,000$1.81M0.51%00.0%Unchanged
Bessemer Group Inc29,904$1.81M0.00%−673−2.2%Reduced
Triad Investment Management29,898$1.81M3.14%+3,551+13.5%Added
Janus Henderson Group PLC28,616$1.73M0.00%−189−0.7%Reduced
Legacy Financial Strategies, LLC28,347$1.71M0.80%+2,816+11.0%Added
Mirae Asset Global Investments Co., Ltd.28,144$1.70M0.00%+406+1.5%Added
Carmignac Gestion27,836$1.68M0.04%+407+1.5%Added
Public Employees Retirement Association of Colorado27,764$1.68M0.01%00.0%Unchanged
Czech National Bank27,245$1.65M0.05%+27,245New
Nissay Asset Management Corp27,049$1.64M0.02%+1,007+3.9%Added
Prudential PLC26,652$1.61M0.03%−2,780−9.4%Reduced
KBC Group NV26,553$1.61M0.01%−1,112−4.0%Reduced
Cambridge Investment Research Advisors, Inc.26,210$1.58M0.01%−801−3.0%Reduced
First Republic Investment Management, Inc.26,045$1.57M0.00%+805+3.2%Added
Bensler, LLC26,008$1.57M0.37%+40+0.2%Added
Stephens Inc25,862$1.56M0.03%−6,635−20.4%Reduced
Blueshift Asset Management, LLC24,903$1.51M0.32%+13,197+112.7%Added
Sepio Capital, LP24,617$1.49M0.15%−1,213−4.7%Reduced
Northwestern Mutual Wealth Management Co24,313$1.47M0.00%+9,012+58.9%Added
Trexquant Investment LP24,035$1.45M0.05%+24,035New
Harbor Advisors LLC24,000$1.45M0.39%00.0%Unchanged
Crawford Investment Counsel Inc23,296$1.41M0.03%+121+0.5%Added
Ameritas Investment Partners, Inc.23,285$1.41M0.06%−263−1.1%Reduced
First Hawaiian Bank23,253$1.41M0.05%+43+0.2%Added
Jane Street Group, LLC23,125$1.40M0.00%−3,525−13.2%Reduced
Hartford Investment Management Co22,646$1.37M0.04%−425−1.8%Reduced
Salem Investment Counselors Inc22,000$1.33M0.06%00.0%Unchanged
Ritholtz Wealth Management21,659$1.31M0.07%+21,659New
Kesler, Norman & Wride, LLC21,617$1.31M0.36%−63−0.3%Reduced
Keybank National Association21,355$1.29M0.01%−2,175−9.2%Reduced
Teachers Retirement System of the State of Kentucky21,314$1.29M0.02%+21,314New
Cacti Asset Management LLC21,000$1.27M0.13%00.0%Unchanged
Penobscot Investment Management Company, Inc.20,858$1.26M0.24%+4,160+24.9%Added
Illinois Municipal Retirement Fund20,702$1.25M0.03%00.0%Unchanged
Kennedy Capital Management, Inc.20,035$1.21M0.04%−150−0.7%Reduced
Crossmark Global Holdings, Inc.19,919$1.21M0.03%−3,005−13.1%Reduced
Westpac Banking Corp19,510$1.18M0.02%00.0%Unchanged
Campbell & CO Investment Adviser LLC19,489$1.18M0.27%−177−0.9%Reduced
Bank of Nova Scotia19,457$1.18M0.00%−176−0.9%Reduced
Securian Asset Management, Inc19,439$1.18M0.04%+119+0.6%Added
Lindenwold Advisors19,304$1.17M0.86%+69+0.4%Added
WCM Investment Management, LLC19,131$1.17M0.00%+397+2.1%Added
Prospera Financial Services Inc19,120$1.16M0.06%+3,542+22.7%Added
JustInvest LLC18,797$1.14M0.05%+1,770+10.4%Added
Tower Research Capital LLC (TRC)18,639$1.13M0.02%+7,499+67.3%Added
Evermay Wealth Management LLC18,480$1.12M0.22%00.0%Unchanged
Kentucky Retirement Systems18,351$1.11M0.05%+963+5.5%Added
Nomura Holdings Inc18,275$1.10M0.01%+234+1.3%Added