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, Q4 2022
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 573
- +14 vs. Q3 2022
- Shares held
- 201.4M
- +7.49M (+3.9%) vs. Q3 2022
- Total value
- $11.4B
- −$341.9M (−2.9%) vs. Q3 2022
- New holders
- 76
- 229 more added
- Sold out
- 62
- 193 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 7,367 | $419.7K | 0.01% | −1,340−15.4% | Reduced |
| Claro Advisors LLC | 7,453 | $424.6K | 0.14% | +1,590+27.1% | Added |
| Gilbert & Cook, Inc. | 7,553 | $430.3K | 0.08% | +794+11.7% | Added |
| Verition Fund Management LLC | 7,682 | $437.6K | 0.01% | −2,864−27.2% | Reduced |
| SRB Corp | 7,897 | $450.0K | 0.03% | +7,897 | New |
| Agf Management Ltd | 7,899 | $450.0K | 0.00% | +7,899 | New |
| SevenBridge Financial Group, LLC | 7,948 | $452.8K | 0.13% | +1,000+14.4% | Added |
| MML Investors Services, LLC | 8,061 | $459.0K | 0.00% | −122−1.5% | Reduced |
| Holland Advisory Services, Inc. | 8,212 | $467.9K | 0.56% | +14+0.2% | Added |
| Seven Eight Capital, LP | 8,266 | $470.9K | 0.12% | +8,266 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,401 | $479.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 8,466 | $482.0K | 0.33% | +7,182+559.3% | Added |
| Blueshift Asset Management, LLC | 8,483 | $483.3K | 0.22% | −16,420−65.9% | Reduced |
| Metis Global Partners, LLC | 8,520 | $485.4K | 0.04% | +2,110+32.9% | Added |
| GWM Advisors LLC | 21,056 | $485.6K | 0.01% | +2,952+16.3% | Added |
| Procyon Private Wealth Partners, LLC | 8,561 | $487.7K | 0.09% | −449−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,613 | $490.7K | 0.07% | +4,812+126.6% | Added |
| M&T Bank Corp | 8,722 | $496.9K | 0.00% | +594+7.3% | Added |
| Contravisory Investment Management, Inc. | 8,883 | $506.1K | 0.14% | +1,010+12.8% | Added |
| Fiduciary Trust Co | 8,926 | $508.5K | 0.01% | −34−0.4% | Reduced |
| NFP Retirement, Inc. | 8,980 | $511.6K | 0.11% | −128−1.4% | Reduced |
| Centennial Bank | 9,171 | $522.5K | 0.30% | +9,171 | New |
| Keeley-Teton Advisors, LLC | 9,300 | $529.8K | 0.07% | +500+5.7% | Added |
| CI Private Wealth, LLC | 9,424 | $536.9K | 0.00% | +9,424 | New |
| Occidental Asset Management, LLC | 9,548 | $544.0K | 0.15% | 00.0% | Unchanged |
| Glenview Trust Co | 9,590 | $546.3K | 0.02% | +1,279+15.4% | Added |
| Tower Research Capital LLC (TRC) | 9,639 | $550.0K | 0.02% | −9,000−48.3% | Reduced |
| Manchester Capital Management LLC | 9,778 | $557.1K | 0.08% | +9,757+46,461.9% | Added |
| Guggenheim Capital LLC | 9,868 | $562.2K | 0.00% | −3,105−23.9% | Reduced |
| Allstate Corp | 9,986 | $568.9K | 0.02% | +2,767+38.3% | Added |
| Allstate Investment Management Co | 9,986 | $568.9K | 0.02% | +9,986 | New |
| E. Ohman J:or Asset Management AB | 10,000 | $569.7K | 0.02% | +10,000 | New |
| Commerce Bank | 10,021 | $570.9K | 0.00% | −1,525−13.2% | Reduced |
| Thrivent Financial for Lutherans | 10,067 | $574.0K | 0.00% | +68+0.7% | Added |
| CenterBook Partners LP | 10,151 | $578.3K | 0.10% | +10,151 | New |
| Beacon Pointe Advisors, LLC | 10,585 | $603.0K | 0.01% | +10,585 | New |
| Wedbush Securities Inc | 10,630 | $606.0K | 0.03% | −21−0.2% | Reduced |
| Proficio Capital Partners LLC | 10,687 | $608.8K | 0.12% | +70+0.7% | Added |
| TownSquare Capital, LLC | 10,690 | $609.0K | 0.02% | +5,776+117.5% | Added |
| Equitable Trust Co | 10,725 | $611.0K | 0.05% | +10,725 | New |
| Norinchukin Bank, The | 10,820 | $616.4K | 0.01% | −2,458−18.5% | Reduced |
| Cumberland Partners Ltd | 11,000 | $626.7K | 0.07% | −3,000−21.4% | Reduced |
| New Mexico Educational Retirement Board | 11,200 | $638.0K | 0.03% | −800−6.7% | Reduced |
| Aquatic Capital Management LLC | 11,200 | $638.0K | 0.05% | +11,200 | New |
| Seeyond | 11,323 | $645.1K | 0.06% | +7,325+183.2% | Added |
| Hamilton Capital Partners Inc. | 11,424 | $650.8K | 0.28% | +11,424 | New |
| Advisor Partners II, LLC | 11,688 | $665.9K | 0.04% | +3,318+39.6% | Added |
| Pendal Group Limited | 11,831 | $674.0K | 0.01% | +11,831 | New |
| Resonant Capital Advisors, LLC | 11,971 | $682.0K | 0.09% | +308+2.6% | Added |
| Cross Staff Investments Inc | 12,000 | $683.6K | 0.72% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 12,200 | $695.0K | 0.48% | +12,200 | New |
| First Hawaiian Bank | 12,484 | $711.0K | 0.03% | −10,769−46.3% | Reduced |
| Virtus ETF Advisers LLC | 12,554 | $715.2K | 0.37% | +1,658+15.2% | Added |
| Heron Bay Capital Management | 12,689 | $722.9K | 0.45% | +12,689 | New |
| Capital Directions Investment Advisors, LLC | 12,750 | $726.4K | 0.27% | +12,750 | Added |
| Centiva Capital, LP | 12,795 | $728.9K | 0.06% | +12,795 | New |
| Oppenheimer Asset Management Inc. | 12,905 | $735.2K | 0.01% | −463−3.5% | Reduced |
| Kula Investments, LLC | 13,058 | $743.9K | 0.26% | +13,058 | New |
| First National Advisers, LLC | 13,231 | $754.0K | 0.97% | +3,941+42.4% | Added |
| Metropolitan Life Insurance Co | 13,269 | $755.9K | 0.03% | −345−2.5% | Reduced |
| Veritable, L.P. | 13,543 | $771.5K | 0.01% | −2,439−15.3% | Reduced |
| BDO Wealth Advisors, LLC | 13,747 | $783.2K | 0.10% | +27+0.2% | Added |
| HRT Financial LP | 14,551 | $828.0K | 0.01% | −61,527−80.9% | Reduced |
| Glenmede Trust Co NA | 14,669 | $835.7K | 0.00% | +1,799+14.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 14,760 | $840.9K | 0.81% | +14,760 | New |
| Hunter Associates Investment Management LLC | 14,967 | $852.0K | 0.21% | +125+0.8% | Added |
| Everence Capital Management Inc | 15,040 | $857.0K | 0.07% | +15,040 | New |
| Strategic Wealth Partners, Ltd. | 15,170 | $864.3K | 0.16% | +7,318+93.2% | Added |
| Louisiana State Employees Retirement System | 15,200 | $866.0K | 0.02% | +200+1.3% | Added |
| Creative Planning | 15,223 | $867.3K | 0.00% | +1,483+10.8% | Added |
| Baker Tilly Wealth Management, LLC | 15,309 | $872.2K | 0.11% | +6,008+64.6% | Added |
| National Bank of Canada | 15,365 | $875.3K | 0.00% | −241−1.5% | Reduced |
| Candriam Luxembourg S.C.A. | 16,227 | $924.4K | 0.01% | +16,227 | New |
| Tributary Capital Management, LLC | 16,241 | $925.0K | 0.09% | +2,211+15.8% | Added |
| Spouting Rock Asset Management, LLC | 16,501 | $940.1K | 0.70% | 00.0% | Unchanged |
| Cim, LLC | 16,165 | $942.6K | 0.19% | −653−3.9% | Reduced |
| Daiwa Securities Group Inc. | 16,696 | $951.0K | 0.01% | +1,172+7.5% | Added |
| Raymond James Trust N.A. | 16,759 | $955.0K | 0.03% | +1,006+6.4% | Added |
| Evermay Wealth Management LLC | 16,980 | $967.4K | 0.20% | −1,500−8.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,991 | $968.0K | 0.05% | +416+2.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,025 | $969.9K | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 17,247 | $983.0K | 0.03% | −5,399−23.8% | Reduced |
| Lindenwold Advisors | 17,334 | $987.5K | 0.66% | −1,970−10.2% | Reduced |
| Nomura Holdings Inc | 17,463 | $994.0K | 0.01% | −812−4.4% | Reduced |
| Keybank National Association | 17,871 | $1.02M | 0.00% | −3,484−16.3% | Reduced |
| Magnetar Financial LLC | 17,880 | $1.02M | 0.02% | +17,880 | New |
| Maryland State Retirement & Pension System | 17,999 | $1.03M | 0.03% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 18,071 | $1.03M | 0.03% | +18,071 | New |
| Oregon Public Employees Retirement Fund | 18,139 | $1.03M | 0.01% | +260+1.5% | Added |
| Mackenzie Financial Corp | 18,413 | $1.05M | 0.00% | +3,073+20.0% | Added |
| Kentucky Retirement Systems | 18,432 | $1.05M | 0.04% | +81+0.4% | Added |
| Elo Mutual Pension Insurance Co | 18,569 | $1.06M | 0.04% | +597+3.3% | Added |
| JustInvest LLC | 18,579 | $1.06M | 0.04% | −218−1.2% | Reduced |
| Brown Brothers Harriman & Co | 18,784 | $1.07M | 0.01% | +1,058+6.0% | Added |
| Prospera Financial Services Inc | 18,902 | $1.08M | 0.05% | −218−1.1% | Reduced |
| CX Institutional | 18,977 | $1.08M | 0.07% | +710+3.9% | Added |
| Nordea Investment Management AB | 19,319 | $1.10M | 0.00% | +5,323+38.0% | Added |
| Bank of Nova Scotia | 19,465 | $1.11M | 0.00% | +80.0% | Added |
| Westpac Banking Corp | 19,510 | $1.11M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 19,578 | $1.12M | 0.03% | +139+0.7% | Added |