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, Q2 2023
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 607
- +38 vs. Q1 2023
- Shares held
- 203.1M
- +624.9K (+0.3%) vs. Q1 2023
- Total value
- $13.9B
- +$2.31B (+19.9%) vs. Q1 2023
- New holders
- 78
- 229 more added
- Sold out
- 40
- 198 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 16,802 | $1.16M | 0.04% | −3,326−16.5% | Reduced |
| Tributary Capital Management, LLC | 16,900 | $1.16M | 0.10% | −532−3.1% | Reduced |
| Evermay Wealth Management LLC | 16,980 | $1.17M | 0.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,985 | $1.17M | 0.04% | −6,300−27.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,078 | $1.18M | 0.19% | +50+0.3% | Added |
| Norinchukin Bank, The | 17,256 | $1.19M | 0.02% | +6,067+54.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 17,633 | $1.21M | 0.01% | +3,075+21.1% | Added |
| Prospera Financial Services Inc | 17,653 | $1.22M | 0.05% | −980−5.3% | Reduced |
| Raymond James Trust N.A. | 18,062 | $1.24M | 0.04% | +953+5.6% | Added |
| Maryland State Retirement & Pension System | 18,099 | $1.25M | 0.03% | −597−3.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,251 | $1.26M | 0.00% | +1,525+9.1% | Added |
| Oregon Public Employees Retirement Fund | 18,339 | $1.26M | 0.02% | +200+1.1% | Added |
| Voloridge Investment Management, LLC | 18,609 | $1.28M | 0.01% | −90,667−83.0% | Reduced |
| Mackenzie Financial Corp | 19,032 | $1.28M | 0.00% | −449−2.3% | Reduced |
| First Hawaiian Bank | 18,650 | $1.28M | 0.04% | +5,675+43.7% | Added |
| First Republic Investment Management, Inc. | 18,705 | $1.29M | 0.01% | −5,618−23.1% | Reduced |
| Daiwa Securities Group Inc. | 18,772 | $1.29M | 0.01% | +293+1.6% | Added |
| Kentucky Retirement Systems | 18,929 | $1.30M | 0.04% | +344+1.9% | Added |
| Nomura Holdings Inc | 19,124 | $1.32M | 0.01% | −770−3.9% | Reduced |
| Nordea Investment Management AB | 19,319 | $1.32M | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 19,237 | $1.32M | 0.00% | +2,949+18.1% | Added |
| CX Institutional | 19,248 | $1.33M | 0.07% | +966+5.3% | Added |
| Securian Asset Management, Inc | 19,382 | $1.33M | 0.03% | −96−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 19,935 | $1.37M | 0.04% | +623+3.2% | Added |
| CWM Advisors, LLC | 19,981 | $1.38M | 0.17% | +13,445+205.7% | Added |
| Robeco Institutional Asset Management B.V. | 20,590 | $1.42M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 20,702 | $1.43M | 0.03% | 00.0% | Unchanged |
| Ossiam | 20,956 | $1.44M | 0.03% | −1,944−8.5% | Reduced |
| Cacti Asset Management LLC | 21,000 | $1.45M | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,134 | $1.46M | 0.01% | −180−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,668 | $1.49M | 0.02% | +117+0.5% | Added |
| Salem Investment Counselors Inc | 22,000 | $1.51M | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 22,262 | $1.53M | 0.12% | −622−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 21,886 | $1.54M | 0.03% | −938−4.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 22,716 | $1.56M | 0.72% | +9,853+76.6% | Added |
| Vestmark Advisory Solutions, Inc. | 22,976 | $1.58M | 0.06% | +1,009+4.6% | Added |
| Atria Investments LLC | 22,984 | $1.58M | 0.03% | +22,984 | New |
| HRT Financial LP | 23,019 | $1.58M | 0.01% | +23,019 | New |
| Sabal Trust CO | 23,227 | $1.60M | 0.10% | +23,227 | New |
| GWM Advisors LLC | 23,694 | $1.63M | 0.02% | −1,292−5.2% | Reduced |
| Harbor Advisors LLC | 24,000 | $1.65M | 0.35% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,053 | $1.66M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,110 | $1.66M | 0.02% | +24,110 | New |
| Gulf International Bank (UK) Ltd | 24,524 | $1.69M | 0.04% | −7,299−22.9% | Reduced |
| Nissay Asset Management Corp | 25,138 | $1.73M | 0.01% | −493−1.9% | Reduced |
| Dark Forest Capital Management LP | 25,758 | $1.77M | 0.18% | +23,279+939.0% | Added |
| Guggenheim Capital LLC | 25,783 | $1.77M | 0.01% | +15,159+142.7% | Added |
| Stephens Inc | 25,983 | $1.79M | 0.03% | +182+0.7% | Added |
| Cerity Partners LLC | 26,412 | $1.82M | 0.01% | +4,733+21.8% | Added |
| Prudential PLC | 26,906 | $1.85M | 0.02% | −294−1.1% | Reduced |
| TownSquare Capital, LLC | 27,199 | $1.87M | 0.03% | +17,116+169.8% | Added |
| US Bancorp | 27,564 | $1.90M | 0.00% | −2,275−7.6% | Reduced |
| Public Employees Retirement Association of Colorado | 27,764 | $1.91M | 0.01% | 00.0% | Unchanged |
| Czech National Bank | 27,869 | $1.92M | 0.04% | +193+0.7% | Added |
| State of Alaska, Department of Revenue | 29,168 | $2.01M | 0.02% | −3,214−9.9% | Reduced |
| V Wealth Advisors LLC | 30,457 | $2.10M | 0.36% | −757−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,541 | $2.10M | 0.01% | +1,385+4.8% | Added |
| Coldstream Capital Management Inc | 31,802 | $2.19M | 0.07% | −111−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,888 | $2.20M | 0.03% | −11,789−27.0% | Reduced |
| Crawford Investment Counsel Inc | 32,058 | $2.21M | 0.04% | +25+0.1% | Added |
| Catalyst Capital Advisors LLC | 32,500 | $2.24M | 0.07% | +32,500 | New |
| Triad Investment Management | 32,773 | $2.26M | 3.14% | −80.0% | Reduced |
| Janus Henderson Group PLC | 32,784 | $2.26M | 0.00% | −2,851−8.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 33,330 | $2.29M | 0.19% | −6,553−16.4% | Reduced |
| Klingman & Associates, LLC | 33,527 | $2.31M | 0.19% | +20.0% | Added |
| New York Life Investment Management LLC | 33,535 | $2.31M | 0.02% | +55+0.2% | Added |
| ING Groep NV | 33,630 | $2.32M | 0.02% | −6,313−15.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,762 | $2.32M | 0.00% | +1,075+3.3% | Added |
| CIBC Asset Management Inc | 34,064 | $2.34M | 0.01% | −337−1.0% | Reduced |
| Terry L. Blaker | 34,068 | $2.35M | 0.20% | −340−1.0% | Reduced |
| Covey Capital Advisors, LLC | 34,873 | $2.40M | 3.48% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 35,201 | $2.42M | 0.59% | +538+1.6% | Added |
| Bessemer Group Inc | 35,764 | $2.46M | 0.01% | +13,089+57.7% | Added |
| Jefferies Financial Group Inc. | 36,008 | $2.48M | 0.05% | +36,008 | New |
| Forsta Ap-Fonden | 36,500 | $2.51M | 0.03% | +36,500 | New |
| DnB Asset Management AS | 36,759 | $2.53M | 0.01% | −1,611−4.2% | Reduced |
| Integrity Financial Corp | 36,934 | $2.54M | 1.91% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 37,020 | $2.55M | 0.00% | −60,400−62.0% | Reduced |
| TAP Consulting, LLC | 37,033 | $2.55M | 0.63% | −700−1.9% | Reduced |
| Quantbot Technologies LP | 37,300 | $2.57M | 0.17% | +12,375+49.6% | Added |
| Eagle Asset Management Inc | 38,890 | $2.68M | 0.01% | −687−1.7% | Reduced |
| DuPont Capital Management Corp | 39,064 | $2.69M | 0.13% | −3,385−8.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 39,363 | $2.71M | 0.01% | −1,093−2.7% | Reduced |
| Legacy Financial Strategies, LLC | 39,643 | $2.73M | 0.91% | +3,029+8.3% | Added |
| Advisory Services Network, LLC | 40,011 | $2.75M | 0.07% | −381−0.9% | Reduced |
| HWG Holdings LP | 40,013 | $2.75M | 1.31% | −8,339−17.2% | Reduced |
| Xponance, Inc. | 40,204 | $2.77M | 0.04% | +7,359+22.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,328 | $2.78M | 0.01% | +6,181+18.1% | Added |
| Quantinno Capital Management LP | 40,479 | $2.79M | 0.16% | +684+1.7% | Added |
| Utah Retirement Systems | 40,636 | $2.80M | 0.04% | −1,400−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,059 | $2.83M | 0.02% | +1,211+3.0% | Added |
| Assenagon Asset Management S.A. | 41,308 | $2.84M | 0.01% | +4,022+10.8% | Added |
| HighTower Advisors, LLC | 41,452 | $2.85M | 0.01% | −2,366−5.4% | Reduced |
| Wall Street Access Asset Management, LLC | 42,048 | $2.89M | 1.67% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 42,496 | $2.93M | 0.66% | −739−1.7% | Reduced |
| Henshaw Capital LLC | 42,869 | $2.95M | 0.17% | 00.0% | Unchanged |
| Carmignac Gestion | 44,330 | $3.05M | 0.05% | +3,794+9.4% | Added |
| Toroso Investments, LLC | 45,256 | $3.12M | 0.09% | +34,513+321.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,964 | $3.16M | 0.02% | +1,657+3.7% | Added |
| Mariner, LLC | 45,997 | $3.17M | 0.01% | +7,083+18.2% | Added |