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, Q1 2023
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2023. 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
- 570
- +6 vs. Q4 2022
- Shares held
- 202.6M
- +1.24M (+0.6%) vs. Q4 2022
- Total value
- $11.6B
- +$231.2M (+2.0%) vs. Q4 2022
- New holders
- 53
- 241 more added
- Sold out
- 47
- 179 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 6,810 | $447.5K | 0.09% | −298−4.2% | Reduced |
| Ieq Capital, LLC | 7,840 | $450.2K | 0.01% | +1,464+23.0% | Added |
| American Century Companies Inc | 7,877 | $452.3K | 0.00% | +536+7.3% | Added |
| SevenBridge Financial Group, LLC | 7,948 | $456.4K | 0.13% | 00.0% | Unchanged |
| Agf Management Ltd | 7,965 | $457.4K | 0.00% | +66+0.8% | Added |
| NFP Retirement, Inc. | 8,080 | $464.0K | 0.09% | −900−10.0% | Reduced |
| Holland Advisory Services, Inc. | 8,226 | $472.3K | 0.55% | +14+0.2% | Added |
| Claro Advisors LLC | 8,339 | $478.8K | 0.14% | +886+11.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,364 | $480.0K | 0.04% | −37−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,561 | $491.6K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,584 | $492.9K | 0.09% | +1,031+13.7% | Added |
| Mayflower Financial Advisors, LLC | 8,621 | $495.0K | 0.07% | +1,937+29.0% | Added |
| MML Investors Services, LLC | 8,660 | $497.0K | 0.00% | +599+7.4% | Added |
| Hamilton Capital Partners Inc. | 8,788 | $504.6K | 0.18% | −2,636−23.1% | Reduced |
| M&T Bank Corp | 8,920 | $512.2K | 0.00% | +198+2.3% | Added |
| Fiduciary Trust Co | 8,929 | $512.7K | 0.01% | +30.0% | Added |
| Empirical Asset Management, LLC | 8,945 | $513.6K | 0.49% | +8,945 | New |
| Centennial Bank | 8,962 | $514.6K | 0.34% | −209−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,278 | $532.7K | 0.01% | −10,599−53.3% | Reduced |
| Roundview Capital LLC | 9,384 | $538.8K | 0.06% | +9,384 | New |
| Occidental Asset Management, LLC | 9,548 | $548.2K | 0.14% | 00.0% | Unchanged |
| Fosun International Ltd | 9,750 | $559.8K | 0.05% | +4,000+69.6% | Added |
| Glenview Trust Co | 9,988 | $573.5K | 0.02% | +398+4.2% | Added |
| E. Ohman J:or Asset Management AB | 10,000 | $574.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 10,041 | $576.6K | 0.00% | −5,182−34.0% | Reduced |
| TownSquare Capital, LLC | 10,083 | $579.0K | 0.01% | −607−5.7% | Reduced |
| Thrivent Financial for Lutherans | 10,090 | $579.0K | 0.00% | +23+0.2% | Added |
| Keeley-Teton Advisors, LLC | 10,200 | $585.7K | 0.07% | +900+9.7% | Added |
| Commerce Bank | 10,360 | $594.9K | 0.00% | +339+3.4% | Added |
| Metropolitan Life Insurance Co | 10,512 | $603.6K | 0.03% | −2,757−20.8% | Reduced |
| Guggenheim Capital LLC | 10,624 | $610.0K | 0.01% | +756+7.7% | Added |
| Equitable Trust Co | 10,725 | $615.8K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,743 | $617.0K | 0.02% | +5,173+92.9% | Added |
| Beacon Pointe Advisors, LLC | 10,759 | $617.8K | 0.01% | +174+1.6% | Added |
| Manchester Capital Management LLC | 10,816 | $621.1K | 0.08% | +1,038+10.6% | Added |
| Proficio Capital Partners LLC | 10,818 | $621.2K | 0.10% | +131+1.2% | Added |
| New Mexico Educational Retirement Board | 10,900 | $626.0K | 0.03% | −300−2.7% | Reduced |
| Metis Global Partners, LLC | 10,971 | $630.0K | 0.04% | +2,451+28.8% | Added |
| Norinchukin Bank, The | 11,189 | $642.5K | 0.01% | +369+3.4% | Added |
| Veritable, L.P. | 11,251 | $646.0K | 0.01% | −2,292−16.9% | Reduced |
| Advisor Partners II, LLC | 11,845 | $680.1K | 0.04% | +157+1.3% | Added |
| Resonant Capital Advisors, LLC | 11,857 | $680.8K | 0.08% | −114−1.0% | Reduced |
| Wedbush Securities Inc | 11,968 | $687.0K | 0.03% | +1,338+12.6% | Added |
| Hyperion Capital Advisors LP | 12,000 | $689.0K | 0.33% | −20,000−62.5% | Reduced |
| Cross Staff Investments Inc | 12,000 | $689.0K | 0.68% | 00.0% | Unchanged |
| Ostrum Asset Management | 12,224 | $701.9K | 0.06% | +12,224 | New |
| Oppenheimer Asset Management Inc. | 12,638 | $725.7K | 0.01% | −267−2.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 12,863 | $738.6K | 0.43% | +12,863 | New |
| First Hawaiian Bank | 12,975 | $745.0K | 0.03% | +491+3.9% | Added |
| Savant Capital, LLC | 13,169 | $756.1K | 0.01% | +13,169 | New |
| Glenmede Trust Co NA | 13,408 | $769.9K | 0.00% | −1,261−8.6% | Reduced |
| BDO Wealth Advisors, LLC | 13,599 | $780.9K | 0.10% | −148−1.1% | Reduced |
| Hunter Associates Investment Management LLC | 13,750 | $788.0K | 0.17% | −1,217−8.1% | Reduced |
| JustInvest LLC | 13,724 | $788.0K | 0.03% | −4,855−26.1% | Reduced |
| Cubist Systematic Strategies, LLC | 13,940 | $800.4K | 0.01% | −45,222−76.4% | Reduced |
| Seven Eight Capital, LP | 14,025 | $805.3K | 0.17% | +5,759+69.7% | Added |
| Virtus ETF Advisers LLC | 14,323 | $822.4K | 0.45% | +1,769+14.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,558 | $835.9K | 0.00% | +10,553+263.5% | Added |
| Pacer Advisors, Inc. | 14,561 | $836.1K | 0.00% | +14,018+2,581.6% | Added |
| Baker Tilly Wealth Management, LLC | 14,863 | $853.4K | 0.10% | −446−2.9% | Reduced |
| Everence Capital Management Inc | 15,040 | $864.0K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,204 | $873.0K | 0.01% | +11,180+277.8% | Added |
| Louisiana State Employees Retirement System | 15,300 | $878.5K | 0.02% | +100+0.7% | Added |
| First National Advisers, LLC | 15,671 | $900.0K | 1.02% | +2,440+18.4% | Added |
| Coronation Fund Managers Ltd. | 15,792 | $906.8K | 0.02% | −2,279−12.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 15,949 | $915.8K | 0.14% | +779+5.1% | Added |
| Keybank National Association | 16,240 | $932.5K | 0.00% | −1,631−9.1% | Reduced |
| Bank of Nova Scotia | 16,288 | $935.3K | 0.00% | −3,177−16.3% | Reduced |
| Cim, LLC | 16,342 | $938.4K | 0.19% | +177+1.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 16,617 | $942.0K | 0.90% | +1,857+12.6% | Added |
| Spouting Rock Asset Management, LLC | 16,501 | $947.5K | 0.33% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,726 | $960.4K | 0.00% | −7,679−31.5% | Reduced |
| Evermay Wealth Management LLC | 16,980 | $975.0K | 0.20% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 17,028 | $977.7K | 0.17% | −3,830−18.4% | Reduced |
| Raymond James Trust N.A. | 17,109 | $982.0K | 0.03% | +350+2.1% | Added |
| Lindenwold Advisors | 17,207 | $988.0K | 0.61% | −127−0.7% | Reduced |
| Tributary Capital Management, LLC | 17,432 | $1.00M | 0.09% | +1,191+7.3% | Added |
| Oregon Public Employees Retirement Fund | 18,139 | $1.04M | 0.01% | 00.0% | Unchanged |
| CX Institutional | 18,282 | $1.05M | 0.06% | −695−3.7% | Reduced |
| Daiwa Securities Group Inc. | 18,479 | $1.06M | 0.01% | +1,783+10.7% | Added |
| Kentucky Retirement Systems | 18,585 | $1.07M | 0.04% | +153+0.8% | Added |
| Prospera Financial Services Inc | 18,633 | $1.07M | 0.04% | −269−1.4% | Reduced |
| Maryland State Retirement & Pension System | 18,696 | $1.07M | 0.02% | +697+3.9% | Added |
| FORA Capital, LLC | 18,870 | $1.08M | 0.11% | +14,910+376.5% | Added |
| Nordea Investment Management AB | 19,319 | $1.11M | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,312 | $1.11M | 0.04% | +743+4.0% | Added |
| Securian Asset Management, Inc | 19,478 | $1.12M | 0.03% | −100−0.5% | Reduced |
| Mackenzie Financial Corp | 19,481 | $1.12M | 0.00% | +1,068+5.8% | Added |
| Westpac Banking Corp | 19,510 | $1.12M | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 19,894 | $1.14M | 0.01% | +2,431+13.9% | Added |
| Hartford Investment Management Co | 20,128 | $1.16M | 0.04% | +2,881+16.7% | Added |
| Robeco Institutional Asset Management B.V. | 20,590 | $1.18M | 0.00% | −10,331−33.4% | Reduced |
| Illinois Municipal Retirement Fund | 20,702 | $1.19M | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 21,000 | $1.21M | 0.11% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,314 | $1.22M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,551 | $1.24M | 0.02% | +4,526+26.6% | Added |
| Vestmark Advisory Solutions, Inc. | 21,967 | $1.26M | 0.05% | +4,976+29.3% | Added |
| Salem Investment Counselors Inc | 22,000 | $1.26M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,679 | $1.28M | 0.01% | +1,290+6.3% | Added |
| Bessemer Group Inc | 22,675 | $1.30M | 0.00% | −1,896−7.7% | Reduced |