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 |
|---|---|---|---|---|---|
| Amundi | 279,289 | $17.2M | 0.01% | −412,641−59.6% | Reduced |
| 1832 Asset Management L.P. | 320,010 | $18.2M | 0.04% | +121,596+61.3% | Added |
| Philo Smith Capital Corp | 325,450 | $18.5M | 6.72% | 00.0% | Unchanged |
| Stifel Financial Corp | 330,470 | $18.8M | 0.03% | −12,168−3.6% | Reduced |
| Prospector Partners LLC | 334,662 | $19.1M | 2.62% | +18,532+5.9% | Added |
| UBS Group AG | 341,702 | $19.5M | 0.01% | +126,089+58.5% | Added |
| Schwartz Investment Counsel Inc | 347,450 | $19.8M | 0.90% | +34,000+10.8% | Added |
| Voya Investment Management LLC | 358,646 | $20.4M | 0.02% | +68,695+23.7% | Added |
| Credit Suisse AG | 386,381 | $22.0M | 0.02% | −92,100−19.2% | Reduced |
| National Pension Service | 387,903 | $22.1M | 0.04% | +12,581+3.4% | Added |
| Motley Fool Wealth Management, LLC | 396,697 | $22.6M | 1.57% | −11,875−2.9% | Reduced |
| California State Teachers Retirement System | 400,430 | $22.8M | 0.04% | +6,099+1.5% | Added |
| Citadel Advisors LLC | 413,100 | $23.5M | 0.03% | −929,950−69.2% | Reduced |
| Renaissance Technologies LLC | 413,700 | $23.6M | 0.03% | +413,700 | New |
| New York State Common Retirement Fund | 416,097 | $23.7M | 0.03% | +300+0.1% | Added |
| JPMorgan Chase & Co | 433,994 | $24.7M | 0.00% | +44,904+11.5% | Added |
| Dundas Partners LLP | 437,969 | $25.0M | 2.71% | +8,280+1.9% | Added |
| Barclays PLC | 461,140 | $26.3M | 0.02% | +3,854+0.8% | Added |
| Rhumbline Advisers | 474,291 | $27.0M | 0.04% | +22,902+5.1% | Added |
| Chilton Investment Co LLC | 475,185 | $27.1M | 0.83% | +234,436+97.4% | Added |
| Prana Capital Management, LP | 481,197 | $27.4M | 2.10% | +350,535+268.3% | Added |
| Zimmer Partners, LP | 500,000 | $28.5M | 0.57% | +325,000+185.7% | Added |
| Raymond James & Associates | 523,480 | $29.8M | 0.03% | +66,464+14.5% | Added |
| Snyder Capital Management L P | 525,704 | $29.9M | 0.68% | −8,033−1.5% | Reduced |
| FIL Ltd | 582,105 | $33.2M | 0.04% | −57,709−9.0% | Reduced |
| Confluence Investment Management LLC | 611,236 | $34.8M | 0.52% | −2010.0% | Reduced |
| Point72 Asset Management, L.P. | 625,404 | $35.6M | 0.13% | −170,896−21.5% | Reduced |
| Boston Financial Mangement LLC | 639,584 | $36.4M | 1.46% | +5,992+0.9% | Added |
| Deutsche Bank AG | 640,031 | $36.5M | 0.02% | +183,828+40.3% | Added |
| Ameriprise Financial Inc | 640,118 | $36.5M | 0.01% | −44,274−6.5% | Reduced |
| FMR LLC | 648,517 | $36.9M | 0.00% | −348,300−34.9% | Reduced |
| Tandem Investment Advisors, Inc. | 649,010 | $37.0M | 1.91% | +39,189+6.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 717,720 | $40.9M | 0.03% | +5,030+0.7% | Added |
| Royal London Asset Management Ltd | 763,320 | $43.5M | 0.19% | +308,956+68.0% | Added |
| Scout Investments, Inc. | 806,103 | $45.9M | 0.94% | −497,047−38.1% | Reduced |
| TimesSquare Capital Management, LLC | 815,425 | $46.5M | 0.66% | +815,425 | New |
| UBS Asset Management Americas Inc | 841,005 | $47.9M | 0.03% | −1,289−0.2% | Reduced |
| Nuveen Asset Management, LLC | 920,976 | $52.5M | 0.02% | −29,922−3.1% | Reduced |
| Manufacturers Life Insurance Company, The | 924,238 | $52.7M | 0.03% | +285,572+44.7% | Added |
| Royal Bank of Canada | 949,775 | $54.1M | 0.02% | +61,584+6.9% | Added |
| Swiss National Bank | 975,700 | $55.6M | 0.04% | −62,775−6.0% | Reduced |
| Wellington Management Group LLP | 1,089,505 | $62.1M | 0.01% | +304,921+38.9% | Added |
| Balyasny Asset Management LLC | 1,097,388 | $62.5M | 0.22% | +296,226+37.0% | Added |
| Charles Schwab Investment Management Inc | 1,190,629 | $67.8M | 0.02% | +33,207+2.9% | Added |
| Close Asset Management Ltd | 1,299,400 | $74.0M | 3.93% | +269,000+26.1% | Added |
| Legal & General Group Plc | 1,307,773 | $74.5M | 0.03% | −81,264−5.9% | Reduced |
| Madison Asset Management, LLC | 1,325,202 | $75.5M | 1.18% | −1,022−0.1% | Reduced |
| Liontrust Investment Partners LLP | 1,466,200 | $83.5M | 1.49% | −84,100−5.4% | Reduced |
| Victory Capital Management Inc | 1,468,253 | $83.6M | 0.10% | +1,175,211+401.0% | Added |
| Dimensional Fund Advisors LP | 1,470,002 | $83.8M | 0.03% | −29,228−1.9% | Reduced |
| Millennium Management LLC | 1,604,442 | $91.4M | 0.10% | +784,873+95.8% | Added |
| California Public Employees Retirement System | 1,611,273 | $91.8M | 0.08% | −94,242−5.5% | Reduced |
| Invesco Ltd. | 1,778,684 | $101.3M | 0.03% | +110,697+6.6% | Added |
| Bank of America Corp | 1,820,122 | $103.7M | 0.01% | +171,543+10.4% | Added |
| Bank of New York Mellon Corp | 1,947,154 | $110.9M | 0.03% | +79,684+4.3% | Added |
| Northern Trust Corp | 2,219,616 | $126.5M | 0.03% | +27,580+1.3% | Added |
| Norges Bank | 2,489,753 | $141.8M | 0.03% | +130,548+5.5% | Added |
| ProShare Advisors LLC | 2,619,969 | $149.3M | 0.52% | +24,317+0.9% | Added |
| Fenimore Asset Management Inc | 2,710,285 | $154.4M | 4.15% | +106,470+4.1% | Added |
| Goldman Sachs Group Inc | 2,873,732 | $163.7M | 0.05% | −188,712−6.2% | Reduced |
| APG Asset Management N.V. | 2,963,180 | $168.8M | 0.32% | +394,105+15.3% | Added |
| Wells Fargo & Company | 3,329,526 | $189.7M | 0.06% | +16,817+0.5% | Added |
| Clarkston Capital Partners, LLC | 3,634,955 | $207.1M | 3.91% | +679,991+23.0% | Added |
| Price T Rowe Associates Inc | 3,792,975 | $216.1M | 0.03% | −920,193−19.5% | Reduced |
| First Eagle Investment Management, LLC | 4,799,990 | $273.5M | 0.75% | +58,543+1.2% | Added |
| Geode Capital Management, LLC | 5,179,408 | $294.6M | 0.04% | +157,366+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,664,902 | $322.7M | 0.55% | −226,394−3.8% | Reduced |
| Morgan Stanley | 9,491,448 | $540.7M | 0.06% | +6,186,323+187.2% | Added |
| State Street Corp | 10,958,305 | $624.3M | 0.04% | −89,995−0.8% | Reduced |
| Principal Financial Group Inc | 11,222,640 | $639.4M | 0.48% | +1,091,719+10.8% | Added |
| BlackRock Inc. | 16,545,319 | $942.6M | 0.03% | +284,896+1.8% | Added |
| Select Equity Group, L.P. | 17,261,734 | $983.4M | 3.82% | −1,329,366−7.2% | Reduced |
| Vanguard Group Inc | 27,779,153 | $1.58B | 0.04% | +519,144+1.9% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −970,025−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −334,325−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −164,569−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −100,072−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −54,655−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −46,225−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −38,349−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −35,158−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −31,403−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −30,285−100.0% | Sold out |
| Bensler, LLC | 0 | $0 | 0.00% | −26,008−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,035−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −21,659−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,489−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,043−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −16,283−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,914−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −13,245−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,760−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −9,681−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |