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 |
|---|---|---|---|---|---|
| BCM Advisors, LLC | 70,721 | $4.66M | 1.26% | −850−1.2% | Reduced |
| Heron Bay Capital Management | 82,471 | $4.74M | 1.84% | +69,782+549.9% | Added |
| Southeast Asset Advisors Inc. | 83,779 | $4.81M | 0.72% | −3,418−3.9% | Reduced |
| Korea Investment CORP | 84,948 | $4.88M | 0.01% | +7,149+9.2% | Added |
| Franklin Resources Inc | 88,752 | $5.10M | 0.00% | −7,457−7.8% | Reduced |
| Whittier Trust Co | 89,263 | $5.13M | 0.09% | −1,783−2.0% | Reduced |
| Andra AP-fonden | 91,900 | $5.28M | 0.14% | −43,900−32.3% | Reduced |
| Brown Brothers Harriman & Co | 93,656 | $5.38M | 0.05% | +74,872+398.6% | Added |
| Asset Management One Co.,Ltd. | 95,404 | $5.48M | 0.02% | −1,099−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 96,843 | $5.56M | 0.08% | −2,831−2.8% | Reduced |
| WCM Investment Management, LLC | 97,073 | $5.57M | 0.02% | +655+0.7% | Added |
| Canada Pension Plan Investment Board | 97,420 | $5.59M | 0.01% | +490+0.5% | Added |
| Pictet Asset Management SA | 97,925 | $5.62M | 0.01% | +2,939+3.1% | Added |
| Vaughan David Investments LLC | 100,000 | $5.74M | 0.17% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 102,392 | $5.87M | 0.01% | −96,236−48.5% | Reduced |
| Spring Capital Management, LLC | 102,667 | $5.90M | 4.74% | −240−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 102,687 | $5.90M | 0.01% | +35,915+53.8% | Added |
| Running Oak Capital LLC | 105,015 | $6.03M | 1.72% | −362−0.3% | Reduced |
| LPL Financial LLC | 106,083 | $6.09M | 0.00% | +34,636+48.5% | Added |
| Treasurer of the State of North Carolina | 106,609 | $6.12M | 0.03% | +3,980+3.9% | Added |
| Advisor Group Holdings, Inc. | 106,600 | $6.18M | 0.01% | +14,816+16.1% | Added |
| Great West Life Assurance Co | 108,367 | $6.23M | 0.02% | −4,901−4.3% | Reduced |
| Voloridge Investment Management, LLC | 109,276 | $6.27M | 0.03% | +21,497+24.5% | Added |
| Holocene Advisors, LP | 110,697 | $6.36M | 0.03% | +110,697 | New |
| KBC Group NV | 111,343 | $6.39M | 0.03% | −5,406−4.6% | Reduced |
| Marks Group Wealth Management, Inc | 111,792 | $6.42M | 0.82% | +2,304+2.1% | Added |
| Natixis Advisors, L.P. | 112,882 | $6.48M | 0.02% | +35,326+45.5% | Added |
| Kennedy Capital Management, Inc. | 114,659 | $6.58M | 0.19% | +23,849+26.3% | Added |
| Gotham Asset Management, LLC | 116,370 | $6.68M | 0.16% | +60,751+109.2% | Added |
| Neuberger Berman Group LLC | 116,850 | $6.71M | 0.01% | −32,005−21.5% | Reduced |
| Susquehanna International Group, LLP | 119,163 | $6.84M | 0.01% | +30,965+35.1% | Added |
| Mattern Capital Management, LLC | 121,347 | $6.97M | 1.23% | +4,299+3.7% | Added |
| Envestnet Asset Management Inc | 121,945 | $7.00M | 0.00% | +2,119+1.8% | Added |
| Boston Trust Walden Corp | 122,838 | $7.05M | 0.06% | +23,240+23.3% | Added |
| Jump Financial, LLC | 122,979 | $7.06M | 0.29% | +92,587+304.6% | Added |
| Umb Bank N A | 123,359 | $7.08M | 0.11% | −450.0% | Reduced |
| Schroder Investment Management Group | 124,103 | $7.13M | 0.01% | −11,057−8.2% | Reduced |
| Storebrand Asset Management AS | 125,527 | $7.21M | 0.04% | −2,132−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 127,327 | $7.31M | 0.01% | +63,881+100.7% | Added |
| Vident Investment Advisory, LLC | 128,316 | $7.37M | 0.24% | +26,667+26.2% | Added |
| Public Employees Retirement System of Ohio | 133,295 | $7.65M | 0.03% | +1,416+1.1% | Added |
| State of New Jersey Common Pension Fund D | 133,635 | $7.67M | 0.03% | −2,520−1.9% | Reduced |
| First National Bank of Omaha | 134,508 | $7.72M | 0.47% | +10,527+8.5% | Added |
| State of Wisconsin Investment Board | 135,315 | $7.77M | 0.02% | +2,213+1.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 136,595 | $7.84M | 0.03% | +888+0.7% | Added |
| ExodusPoint Capital Management, LP | 136,885 | $7.86M | 0.09% | +103,353+308.2% | Added |
| Lountzis Asset Management, LLC | 139,742 | $8.02M | 4.75% | −948−0.7% | Reduced |
| Lazard Asset Management LLC | 141,520 | $8.13M | 0.01% | −496−0.3% | Reduced |
| Yousif Capital Management, LLC | 144,605 | $8.30M | 0.11% | +10,241+7.6% | Added |
| Tower Bridge Advisors | 146,588 | $8.42M | 0.69% | +25,585+21.1% | Added |
| Chilton Investment Co LLC | 153,163 | $8.79M | 0.27% | −322,022−67.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 153,324 | $8.80M | 0.10% | −180.0% | Reduced |
| Cooper Investors Pty Ltd | 153,381 | $8.81M | 0.75% | +153,381 | New |
| Tudor Investment Corp Et Al | 155,193 | $8.91M | 0.17% | −69,014−30.8% | Reduced |
| Intech Investment Management LLC | 158,506 | $9.10M | 0.07% | −94,165−37.3% | Reduced |
| Charter Trust Co | 161,501 | $9.27M | 0.74% | +2,385+1.5% | Added |
| Motley Fool Asset Management LLC | 162,434 | $9.33M | 1.03% | −6,748−4.0% | Reduced |
| British Columbia Investment Management Corp | 165,435 | $9.50M | 0.10% | −26,688−13.9% | Reduced |
| AQR Capital Management LLC | 171,942 | $9.84M | 0.02% | +67,645+64.9% | Added |
| CBOE Vest Financial, LLC | 172,475 | $9.90M | 1.35% | +27,589+19.0% | Added |
| Baird Financial Group, Inc. | 181,149 | $10.4M | 0.03% | −13,093−6.7% | Reduced |
| CI Private Wealth, LLC | 182,909 | $10.5M | 0.03% | +173,485+1,840.9% | Added |
| DekaBank Deutsche Girozentrale | 188,683 | $10.7M | 0.03% | −24,049−11.3% | Reduced |
| Two Sigma Investments, LP | 192,336 | $11.0M | 0.03% | +187,325+3,738.3% | Added |
| Speece Thorson Capital Group Inc | 194,963 | $11.2M | 2.36% | +35,653+22.4% | Added |
| Worldquant Millennium Advisors LLC | 201,294 | $11.6M | 0.21% | +147,597+274.9% | Added |
| Janney Montgomery Scott LLC | 205,623 | $11.8M | 0.05% | +40,275+24.4% | Added |
| Toronto Dominion Bank | 206,359 | $11.8M | 0.02% | +80,398+63.8% | Added |
| TD Asset Management Inc | 218,139 | $12.5M | 0.02% | +1,017+0.5% | Added |
| Diamond Hill Capital Management Inc | 221,935 | $12.7M | 0.06% | −1,913−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 224,802 | $12.9M | 0.12% | −22,814−9.2% | Reduced |
| Voya Investment Management LLC | 225,569 | $13.0M | 0.01% | −133,077−37.1% | Reduced |
| Cresset Asset Management, LLC | 227,239 | $13.0M | 0.26% | +8,655+4.0% | Added |
| Vancity Investment Management Ltd | 229,462 | $13.2M | 1.85% | +17,462+8.2% | Added |
| SEI Investments Co | 234,580 | $13.5M | 0.03% | +193,332+468.7% | Added |
| Candriam Luxembourg S.C.A. | 259,420 | $13.7M | 0.10% | +243,193+1,498.7% | Added |
| HSBC Holdings PLC | 242,297 | $13.9M | 0.02% | −9,566−3.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 248,343 | $14.3M | 0.03% | +3,837+1.6% | Added |
| Truist Financial Corp | 249,279 | $14.3M | 0.02% | −32,957−11.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 254,979 | $14.6M | 0.09% | +165,660+185.5% | Added |
| BNP Paribas Arbitrage, SA | 257,838 | $14.8M | 0.03% | +7,326+2.9% | Added |
| New York State Teachers Retirement System | 262,660 | $15.1M | 0.04% | −10,616−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 267,190 | $15.3M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 264,328 | $15.5M | 0.02% | +3,737+1.4% | Added |
| Verition Fund Management LLC | 272,660 | $15.7M | 0.25% | +264,978+3,449.3% | Added |
| Summit Wealth Partners, LLC | 278,322 | $16.0M | 4.11% | 00.0% | Unchanged |
| Prospector Partners LLC | 287,187 | $16.5M | 2.39% | −47,475−14.2% | Reduced |
| Barclays PLC | 292,207 | $16.8M | 0.02% | −168,933−36.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 292,353 | $16.8M | 0.42% | +10,453+3.7% | Added |
| Alliancebernstein L.P. | 296,006 | $17.0M | 0.01% | −1,596−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 300,817 | $17.3M | 0.04% | +15,075+5.3% | Added |
| Caisse de Depot Et Placement du Quebec | 304,248 | $17.5M | 0.05% | +22,237+7.9% | Added |
| Federated Hermes, Inc. | 306,288 | $17.6M | 0.04% | +9,153+3.1% | Added |
| Point72 Asset Management, L.P. | 319,100 | $18.3M | 0.06% | −306,304−49.0% | Reduced |
| Philo Smith Capital Corp | 325,450 | $18.7M | 6.90% | 00.0% | Unchanged |
| UBS Group AG | 331,861 | $19.1M | 0.01% | −9,841−2.9% | Reduced |
| Bank of Montreal | 332,235 | $19.1M | 0.01% | +195,355+142.7% | Added |
| Stifel Financial Corp | 338,254 | $19.4M | 0.03% | +7,784+2.4% | Added |
| Nomura Asset Management Co Ltd | 354,540 | $20.4M | 0.11% | +90,770+34.4% | Added |
| Citigroup Inc | 362,900 | $20.8M | 0.03% | +105,691+41.1% | Added |