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 |
|---|---|---|---|---|---|
| CX Institutional | 18,267 | $1.10M | 0.08% | +267+1.5% | Added |
| GWM Advisors LLC | 18,104 | $1.09M | 0.02% | +1,960+12.1% | Added |
| Gsa Capital Partners LLP | 18,043 | $1.09M | 0.14% | +12,943+253.8% | Added |
| Maryland State Retirement & Pension System | 17,999 | $1.09M | 0.09% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,972 | $1.09M | 0.04% | −908−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,879 | $1.08M | 0.02% | −495−2.7% | Reduced |
| Brown Brothers Harriman & Co | 17,726 | $1.07M | 0.01% | +142+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,025 | $1.03M | 0.02% | +331+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 16,575 | $1.00M | 0.06% | +2,274+15.9% | Added |
| Spouting Rock Asset Management, LLC | 16,501 | $998.0K | 0.77% | +3,000+22.2% | Added |
| Cim, LLC | 16,818 | $986.0K | 0.21% | −2,480−12.9% | Reduced |
| Teza Capital Management LLC | 16,283 | $985.0K | 0.20% | −4,159−20.3% | Reduced |
| National Bank of Canada | 15,606 | $967.0K | 0.01% | −260,834−94.4% | Reduced |
| Veritable, L.P. | 15,982 | $967.0K | 0.02% | −1,317−7.6% | Reduced |
| Calamos Advisors LLC | 15,914 | $962.0K | 0.00% | −7,247−31.3% | Reduced |
| Raymond James Trust N.A. | 15,753 | $953.0K | 0.04% | +206+1.3% | Added |
| Daiwa Securities Group Inc. | 15,524 | $939.0K | 0.01% | +356+2.3% | Added |
| Mackenzie Financial Corp | 15,340 | $928.0K | 0.00% | −2,511−14.1% | Reduced |
| Louisiana State Employees Retirement System | 15,000 | $907.0K | 0.03% | +200+1.4% | Added |
| AXA S.A. | 14,835 | $897.2K | 0.00% | −16,009−51.9% | Reduced |
| Hunter Associates Investment Management LLC | 14,842 | $893.0K | 0.23% | −625−4.0% | Reduced |
| Natixis | 14,437 | $873.0K | 0.00% | −132,741−90.2% | Reduced |
| Nordea Investment Management AB | 13,996 | $856.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 14,030 | $849.0K | 0.09% | +1,035+8.0% | Added |
| Cumberland Partners Ltd | 14,000 | $847.0K | 0.09% | +4,000+40.0% | Added |
| Jump Financial, LLC | 13,737 | $831.0K | 0.03% | −52,932−79.4% | Reduced |
| Creative Planning | 13,740 | $831.0K | 0.00% | +734+5.6% | Added |
| BDO Wealth Advisors, LLC | 13,720 | $830.0K | 0.11% | −479−3.4% | Reduced |
| Metropolitan Life Insurance Co | 13,614 | $823.4K | 0.04% | −155−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 13,368 | $808.0K | 0.01% | −71−0.5% | Reduced |
| Norinchukin Bank, The | 13,278 | $803.0K | 0.02% | +1,422+12.0% | Added |
| SRN Advisors, LLC | 13,245 | $801.1K | 0.67% | −4,131−23.8% | Reduced |
| Guggenheim Capital LLC | 12,973 | $785.0K | 0.01% | −1,707−11.6% | Reduced |
| Glenmede Trust Co NA | 12,870 | $778.0K | 0.00% | +672+5.5% | Added |
| New Mexico Educational Retirement Board | 12,000 | $726.0K | 0.04% | −1,000−7.7% | Reduced |
| Cross Staff Investments Inc | 12,000 | $726.0K | 0.81% | 00.0% | Unchanged |
| Unigestion Holding SA | 11,617 | $707.0K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 11,663 | $705.0K | 0.11% | −40−0.3% | Reduced |
| Regentatlantic Capital LLC | 11,620 | $703.0K | 0.02% | −3,297−22.1% | Reduced |
| Commerce Bank | 11,546 | $699.0K | 0.01% | −362−3.0% | Reduced |
| Virtus ETF Advisers LLC | 10,896 | $659.0K | 0.26% | +250+2.3% | Added |
| Voloridge Investment Management, LLC | 10,791 | $653.0K | 0.00% | −5,604−34.2% | Reduced |
| Bayesian Capital Management, LP | 10,760 | $651.0K | 0.13% | −2,900−21.2% | Reduced |
| Wedbush Securities Inc | 10,651 | $644.0K | 0.04% | +261+2.5% | Added |
| Proficio Capital Partners LLC | 10,617 | $642.0K | 0.12% | +41+0.4% | Added |
| Verition Fund Management LLC | 10,546 | $638.0K | 0.01% | −1,639−13.5% | Reduced |
| FORA Capital, LLC | 10,494 | $635.0K | 0.12% | +10,494 | New |
| Arrowstreet Capital, Limited Partnership | 10,447 | $632.0K | 0.00% | +10,447 | New |
| Heartland Bank & Trust Co | 10,155 | $614.0K | 0.59% | −263−2.5% | Reduced |
| Thrivent Financial for Lutherans | 9,999 | $605.0K | 0.00% | −31,392−75.8% | Reduced |
| Swiss Life Asset Management Ltd | 9,681 | $585.5K | 0.01% | −191−1.9% | Reduced |
| Occidental Asset Management, LLC | 9,548 | $577.0K | 0.17% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 9,301 | $563.0K | 0.08% | −231−2.4% | Reduced |
| First National Advisers, LLC | 9,290 | $562.0K | 0.83% | +2,710+41.2% | Added |
| NFP Retirement, Inc. | 9,108 | $550.9K | 0.14% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 9,010 | $545.0K | 0.13% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 8,992 | $544.0K | 0.00% | +4,694+109.2% | Added |
| Fiduciary Trust Co | 8,960 | $542.0K | 0.01% | +56+0.6% | Added |
| Erste Asset Management GmbH | 8,900 | $541.9K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,877 | $537.0K | 0.03% | −27,049−75.3% | Reduced |
| Keeley-Teton Advisors, LLC | 8,800 | $532.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,707 | $527.0K | 0.01% | −656−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,401 | $508.0K | 0.05% | +397+5.0% | Added |
| Advisor Partners II, LLC | 8,370 | $506.0K | 0.04% | +8,370 | New |
| Fox Run Management, L.L.C. | 8,341 | $504.0K | 0.20% | +8,341 | New |
| Glenview Trust Co | 8,311 | $503.0K | 0.02% | +857+11.5% | Added |
| Kestra Advisory Services, LLC | 8,280 | $501.0K | 0.01% | +4,476+117.7% | Added |
| Sender Co & Partners, Inc. | 8,245 | $499.0K | 2.33% | +8,245 | New |
| Holland Advisory Services, Inc. | 8,198 | $496.0K | 0.61% | +11+0.1% | Added |
| MML Investors Services, LLC | 8,183 | $495.0K | 0.00% | −5,889−41.8% | Reduced |
| M&T Bank Corp | 8,128 | $492.0K | 0.00% | +170+2.1% | Added |
| Contravisory Investment Management, Inc. | 7,873 | $476.0K | 0.16% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,852 | $474.9K | 0.10% | +2,623+50.2% | Added |
| Boulder Hill Capital Management LP | 7,700 | $466.0K | 0.35% | +7,700 | New |
| Pathstone Family Office, LLC | 7,635 | $461.8K | 0.01% | +2,387+45.5% | Added |
| Macquarie Group Ltd | 7,571 | $459.0K | 0.00% | −68,481−90.0% | Reduced |
| Financial Enhancement Group LLC | 7,369 | $446.0K | 0.10% | +174+2.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,357 | $445.0K | 0.01% | +1,553+26.8% | Added |
| Allstate Corp | 7,219 | $437.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,214 | $436.0K | 0.01% | −15,008−67.5% | Reduced |
| Ieq Capital, LLC | 7,039 | $426.0K | 0.01% | +378+5.7% | Added |
| Strategy Asset Managers LLC | 7,038 | $426.0K | 0.12% | +2,787+65.6% | Added |
| Gyon Technologies Capital Management, LP | 6,975 | $422.0K | 0.13% | −24,367−77.7% | Reduced |
| SevenBridge Financial Group, LLC | 6,948 | $420.0K | 0.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,810 | $413.0K | 0.01% | 00.0% | Unchanged |
| Next Level Private LLC | 6,465 | $412.0K | 0.36% | +6,465 | New |
| Prelude Capital Management, LLC | 6,453 | $390.0K | 0.02% | −5,955−48.0% | Reduced |
| Xcel Wealth Management, LLC | 6,447 | $390.0K | 0.15% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,410 | $387.0K | 0.06% | +1,342+26.5% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $386.0K | 0.15% | −6,375−100.0% | Reduced |
| Gilbert & Cook, Inc. | 6,759 | $386.0K | 0.09% | +917+15.7% | Added |
| Symmetry Partners, LLC | 6,315 | $382.0K | 0.03% | +603+10.6% | Added |
| Aigen Investment Management, LP | 6,141 | $371.0K | 0.05% | −20,227−76.7% | Reduced |
| Studio Investment Management LLC | 6,131 | $370.8K | 0.13% | +43+0.7% | Added |
| M&G Investment Management Ltd | 6,069 | $364.0K | 0.00% | −2,074−25.5% | Reduced |
| Somerset Trust Co | 5,981 | $362.0K | 0.17% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 5,952 | $360.0K | 0.01% | +97+1.7% | Added |
| SkyView Investment Advisors, LLC | 5,945 | $360.0K | 0.11% | +921+18.3% | Added |
| Ascent Group, LLC | 6,074 | $357.0K | 0.04% | +2,672+78.5% | Added |
| Washington Trust Bank | 5,712 | $345.0K | 0.04% | 00.0% | Unchanged |