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 |
|---|---|---|---|---|---|
| Park National Corp | 69,500 | $3.96M | 0.18% | −900−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 70,332 | $4.01M | 0.03% | −1,243−1.7% | Reduced |
| LPL Financial LLC | 71,447 | $4.07M | 0.00% | −31,220−30.4% | Reduced |
| Man Group plc | 71,525 | $4.07M | 0.01% | +25,895+56.7% | Added |
| The PNC Financial Services Group, Inc. | 72,614 | $4.14M | 0.00% | −3,364−4.4% | Reduced |
| HWG Holdings LP | 74,046 | $4.22M | 2.75% | +1,349+1.9% | Added |
| Retirement Systems of Alabama | 75,309 | $4.29M | 0.02% | −2,559−3.3% | Reduced |
| BCM Advisors, LLC | 71,571 | $4.34M | 1.20% | +11,900+19.9% | Added |
| Natixis Advisors, L.P. | 77,556 | $4.42M | 0.02% | −34,889−31.0% | Reduced |
| Korea Investment CORP | 77,799 | $4.43M | 0.01% | −7,649−9.0% | Reduced |
| Amalgamated Bank | 81,674 | $4.65M | 0.04% | −481−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 87,197 | $4.97M | 0.79% | −16,335−15.8% | Reduced |
| Voloridge Investment Management, LLC | 87,779 | $5.00M | 0.03% | +76,988+713.4% | Added |
| Susquehanna International Group, LLP | 88,198 | $5.02M | 0.01% | +58,100+193.0% | Added |
| Jacobs Levy Equity Management, Inc | 89,319 | $5.09M | 0.03% | −9,873−10.0% | Reduced |
| Acadian Asset Management LLC | 89,657 | $5.10M | 0.03% | −159,723−64.0% | Reduced |
| Rafferty Asset Management, LLC | 90,562 | $5.16M | 0.04% | +10,043+12.5% | Added |
| Kennedy Capital Management, Inc. | 90,810 | $5.17M | 0.15% | +70,775+353.3% | Added |
| Whittier Trust Co | 91,046 | $5.19M | 0.10% | +2,402+2.7% | Added |
| Advisor Group Holdings, Inc. | 91,784 | $5.23M | 0.01% | −12,475−12.0% | Reduced |
| Pictet Asset Management SA | 94,986 | $5.41M | 0.01% | −65−0.1% | Reduced |
| Franklin Resources Inc | 96,209 | $5.48M | 0.00% | −2,038−2.1% | Reduced |
| WCM Investment Management, LLC | 96,418 | $5.49M | 0.02% | +77,287+404.0% | Added |
| Canada Pension Plan Investment Board | 96,930 | $5.52M | 0.01% | −116,920−54.7% | Reduced |
| Asset Management One Co.,Ltd. | 96,503 | $5.56M | 0.03% | −2,929−2.9% | Reduced |
| Squarepoint Ops LLC | 98,879 | $5.63M | 0.04% | −3,377−3.3% | Reduced |
| Boston Trust Walden Corp | 99,598 | $5.67M | 0.05% | +12,575+14.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 99,674 | $5.68M | 0.08% | −41,100−29.2% | Reduced |
| Vaughan David Investments LLC | 100,000 | $5.70M | 0.17% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 101,649 | $5.79M | 0.22% | +504+0.5% | Added |
| Treasurer of the State of North Carolina | 102,629 | $5.85M | 0.04% | +1,310+1.3% | Added |
| Spring Capital Management, LLC | 102,907 | $5.86M | 5.06% | +2,001+2.0% | Added |
| AQR Capital Management LLC | 104,297 | $5.94M | 0.01% | −47,807−31.4% | Reduced |
| Running Oak Capital LLC | 105,377 | $6.00M | 1.77% | +8,987+9.3% | Added |
| Marks Group Wealth Management, Inc | 109,488 | $6.24M | 0.85% | +1,512+1.4% | Added |
| Great West Life Assurance Co | 113,268 | $6.48M | 0.02% | −16,672−12.8% | Reduced |
| Bridgewater Associates, LP | 115,837 | $6.60M | 0.04% | +50,016+76.0% | Added |
| KBC Group NV | 116,749 | $6.65M | 0.03% | +90,196+339.7% | Added |
| Mattern Capital Management, LLC | 117,048 | $6.67M | 1.23% | +7,166+6.5% | Added |
| Interval Partners, LP | 118,905 | $6.77M | 0.54% | +118,905 | New |
| Envestnet Asset Management Inc | 119,826 | $6.83M | 0.00% | −15,382−11.4% | Reduced |
| Tower Bridge Advisors | 121,003 | $6.89M | 0.57% | +3,575+3.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 121,004 | $6.89M | 0.20% | +121,004 | New |
| Umb Bank N A | 123,404 | $7.03M | 0.11% | −3,518−2.8% | Reduced |
| First National Bank of Omaha | 123,981 | $7.06M | 0.44% | +20,455+19.8% | Added |
| Toronto Dominion Bank | 125,961 | $7.17M | 0.01% | +21,110+20.1% | Added |
| Storebrand Asset Management AS | 127,659 | $7.27M | 0.04% | +25,140+24.5% | Added |
| Public Employees Retirement System of Ohio | 131,879 | $7.51M | 0.03% | −6,332−4.6% | Reduced |
| State of Wisconsin Investment Board | 133,102 | $7.58M | 0.02% | −5,930−4.3% | Reduced |
| Virginia Retirement Systems Et Al | 134,100 | $7.64M | 0.08% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 134,364 | $7.65M | 0.10% | −543−0.4% | Reduced |
| Schroder Investment Management Group | 135,160 | $7.70M | 0.01% | −74,225−35.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 135,707 | $7.73M | 0.03% | −7,945−5.5% | Reduced |
| Andra AP-fonden | 135,800 | $7.74M | 0.23% | −17,900−11.6% | Reduced |
| State of New Jersey Common Pension Fund D | 136,155 | $7.76M | 0.03% | +9,619+7.6% | Added |
| Bank of Montreal | 136,880 | $7.82M | 0.01% | −18,429−11.9% | Reduced |
| Lazard Asset Management LLC | 142,016 | $8.09M | 0.01% | +6,140+4.5% | Added |
| CBOE Vest Financial, LLC | 144,886 | $8.25M | 1.31% | −1,631−1.1% | Reduced |
| Lountzis Asset Management, LLC | 140,690 | $8.32M | 4.99% | −5,256−3.6% | Reduced |
| Neuberger Berman Group LLC | 148,855 | $8.48M | 0.01% | −24,781−14.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 153,342 | $8.74M | 0.10% | +82,606+116.8% | Added |
| Charter Trust Co | 159,116 | $9.06M | 0.72% | +7,105+4.7% | Added |
| Speece Thorson Capital Group Inc | 159,310 | $9.08M | 1.95% | +82,531+107.5% | Added |
| Janney Montgomery Scott LLC | 165,348 | $9.42M | 0.04% | +28,551+20.9% | Added |
| Motley Fool Asset Management LLC | 169,182 | $9.64M | 1.09% | −7,230−4.1% | Reduced |
| Janus Henderson Group PLC | 174,240 | $9.93M | 0.01% | +145,624+508.9% | Added |
| British Columbia Investment Management Corp | 192,123 | $10.9M | 0.12% | −2,387−1.2% | Reduced |
| Baird Financial Group, Inc. | 194,242 | $11.1M | 0.03% | −13,908−6.7% | Reduced |
| Aviva PLC | 195,573 | $11.1M | 0.05% | +112,913+136.6% | Added |
| Russell Investments Group, Ltd. | 198,628 | $11.4M | 0.02% | −56,169−22.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 205,141 | $11.7M | 0.06% | +109,541+114.6% | Added |
| Vancity Investment Management Ltd | 212,000 | $12.1M | 1.81% | +37,295+21.3% | Added |
| DekaBank Deutsche Girozentrale | 212,732 | $12.1M | 0.03% | −2,078−1.0% | Reduced |
| TD Asset Management Inc | 217,122 | $12.4M | 0.02% | +21,095+10.8% | Added |
| Cresset Asset Management, LLC | 218,584 | $12.5M | 0.16% | −3,074−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 219,991 | $12.5M | 0.07% | −39,407−15.2% | Reduced |
| Diamond Hill Capital Management Inc | 223,848 | $12.8M | 0.06% | −3,330−1.5% | Reduced |
| Tudor Investment Corp Et Al | 224,207 | $12.8M | 0.31% | +78,319+53.7% | Added |
| Natixis | 233,285 | $13.3M | 0.08% | +218,848+1,515.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 244,506 | $13.9M | 0.04% | +48,950+25.0% | Added |
| Schonfeld Strategic Advisors LLC | 247,616 | $14.1M | 0.12% | +92,993+60.1% | Added |
| BNP Paribas Arbitrage, SA | 250,512 | $14.3M | 0.04% | +57,360+29.7% | Added |
| Alyeska Investment Group, L.P. | 250,577 | $14.3M | 0.15% | +250,577 | New |
| HSBC Holdings PLC | 251,863 | $14.3M | 0.02% | +104,700+71.1% | Added |
| Intech Investment Management LLC | 252,671 | $14.4M | 0.11% | −23,944−8.7% | Reduced |
| Citigroup Inc | 257,209 | $14.7M | 0.02% | +18,556+7.8% | Added |
| Prudential Financial Inc | 260,591 | $14.8M | 0.02% | +11,511+4.6% | Added |
| Nomura Asset Management Co Ltd | 263,770 | $15.0M | 0.09% | +29,600+12.6% | Added |
| State Board of Administration of Florida Retirement System | 267,190 | $15.2M | 0.04% | −13,400−4.8% | Reduced |
| New York State Teachers Retirement System | 273,276 | $15.6M | 0.04% | +1,581+0.6% | Added |
| First Trust Advisors LP | 276,500 | $15.8M | 0.02% | +136,030+96.8% | Added |
| CIBC World Markets Corp | 277,685 | $15.8M | 0.11% | +238,970+617.3% | Added |
| Summit Wealth Partners, LLC | 278,322 | $15.9M | 4.21% | −1,184−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 281,900 | $16.1M | 0.42% | −10,201−3.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 282,011 | $16.1M | 0.05% | +42,850+17.9% | Added |
| Truist Financial Corp | 282,236 | $16.1M | 0.03% | +38,742+15.9% | Added |
| Osterweis Capital Management Inc | 284,101 | $16.2M | 1.18% | +284,101 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 285,742 | $16.2M | 0.04% | +13,360+4.9% | Added |
| Federated Hermes, Inc. | 297,135 | $16.9M | 0.05% | −36,739−11.0% | Reduced |
| Alliancebernstein L.P. | 297,602 | $17.0M | 0.01% | −4,800−1.6% | Reduced |