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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 46,664 | $3.21M | 0.01% | −17,314−27.1% | Reduced |
| SG Americas Securities, LLC | 47,432 | $3.27M | 0.03% | +44,125+1,334.3% | Added |
| Mutual of America Capital Management LLC | 47,485 | $3.27M | 0.04% | +658+1.4% | Added |
| Handelsbanken Fonder AB | 47,934 | $3.30M | 0.02% | +10,100+26.7% | Added |
| CIBC World Markets Corp | 48,006 | $3.30M | 0.03% | +17,129+55.5% | Added |
| National Bank of Canada | 49,890 | $3.36M | 0.01% | +24,147+93.8% | Added |
| Texas Permanent School Fund | 49,366 | $3.40M | 0.03% | +361+0.7% | Added |
| Great Lakes Advisors, LLC | 50,669 | $3.49M | 0.03% | +54+0.1% | Added |
| Jane Street Group, LLC | 50,831 | $3.50M | 0.00% | +19,028+59.8% | Added |
| Independent Advisor Alliance | 51,406 | $3.54M | 0.16% | +612+1.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 52,335 | $3.60M | 0.08% | +52,335 | New |
| Public Sector Pension Investment Board | 52,347 | $3.60M | 0.03% | −2,981−5.4% | Reduced |
| Retirement Systems of Alabama | 53,507 | $3.68M | 0.02% | −15,968−23.0% | Reduced |
| IFM Investors Pty Ltd | 54,517 | $3.75M | 0.05% | +9,999+22.5% | Added |
| Capital Fund Management S.A. | 55,737 | $3.84M | 0.06% | +55,737 | New |
| Whittier Trust Co of Nevada Inc | 55,883 | $3.85M | 0.13% | +26,047+87.3% | Added |
| Natixis | 56,813 | $3.91M | 0.03% | +52,691+1,278.3% | Added |
| Andra AP-fonden | 56,900 | $3.92M | 0.10% | −35,000−38.1% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $3.94M | 0.27% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 58,213 | $4.01M | 0.05% | −78,672−57.5% | Reduced |
| AQR Capital Management LLC | 61,462 | $4.20M | 0.01% | −110,480−64.3% | Reduced |
| Franklin Resources Inc | 61,243 | $4.22M | 0.00% | −27,509−31.0% | Reduced |
| Standard Life Aberdeen plc | 61,375 | $4.23M | 0.01% | +195+0.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 62,390 | $4.29M | 0.05% | +4,945+8.6% | Added |
| Tredje AP-fonden | 63,347 | $4.36M | 0.06% | +12,299+24.1% | Added |
| MetLife Investment Management | 63,633 | $4.38M | 0.03% | +2,233+3.6% | Added |
| Holocene Advisors, LP | 64,405 | $4.43M | 0.02% | −46,292−41.8% | Reduced |
| State of Michigan Retirement System | 64,751 | $4.46M | 0.03% | +200+0.3% | Added |
| Amalgamated Bank | 64,752 | $4.46M | 0.04% | −11,618−15.2% | Reduced |
| Captrust Financial Advisors | 64,976 | $4.47M | 0.02% | −1,510−2.3% | Reduced |
| Park National Corp | 65,000 | $4.47M | 0.19% | −4,000−5.8% | Reduced |
| American International Group, Inc. | 65,476 | $4.51M | 0.03% | +1,273+2.0% | Added |
| Arizona State Retirement System | 65,948 | $4.54M | 0.04% | −4,042−5.8% | Reduced |
| AE Wealth Management LLC | 67,263 | $4.63M | 0.03% | +1,414+2.1% | Added |
| Marshall Wace, LLP | 70,257 | $4.84M | 0.01% | +46,102+190.9% | Added |
| Nisa Investment Advisors, LLC | 70,432 | $4.85M | 0.04% | +2,895+4.3% | Added |
| Susquehanna International Group, LLP | 70,825 | $4.88M | 0.01% | −48,338−40.6% | Reduced |
| Rafferty Asset Management, LLC | 75,526 | $5.20M | 0.03% | −3,681−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 77,796 | $5.36M | 0.00% | +3,213+4.3% | Added |
| Schroder Investment Management Group | 80,382 | $5.53M | 0.01% | −43,721−35.2% | Reduced |
| Korea Investment CORP | 81,403 | $5.60M | 0.02% | −3,545−4.2% | Reduced |
| Wedge Capital Management L L P | 83,110 | $5.72M | 0.09% | +83,110 | New |
| Southeast Asset Advisors Inc. | 83,218 | $5.73M | 0.82% | −561−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 84,600 | $5.82M | 0.01% | +84,600 | New |
| Truist Financial Corp | 91,988 | $6.33M | 0.01% | −157,291−63.1% | Reduced |
| Asset Management One Co.,Ltd. | 94,734 | $6.52M | 0.03% | −670−0.7% | Reduced |
| WCM Investment Management, LLC | 95,200 | $6.58M | 0.02% | −1,873−1.9% | Reduced |
| Heron Bay Capital Management | 95,617 | $6.58M | 1.83% | +13,146+15.9% | Added |
| Pictet Asset Management SA | 97,416 | $6.71M | 0.01% | −509−0.5% | Reduced |
| Vaughan David Investments LLC | 100,000 | $6.88M | 0.20% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 100,000 | $6.88M | 0.07% | +100,000 | New |
| Spring Capital Management, LLC | 100,012 | $6.88M | 5.39% | −2,655−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 101,619 | $7.00M | 0.01% | −1,068−1.0% | Reduced |
| Citadel Advisors LLC | 102,292 | $7.04M | 0.01% | −285,045−73.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 102,643 | $7.07M | 0.09% | +5,800+6.0% | Added |
| Jump Financial, LLC | 105,200 | $7.24M | 0.27% | −17,779−14.5% | Reduced |
| Neuberger Berman Group LLC | 106,005 | $7.30M | 0.01% | −10,845−9.3% | Reduced |
| Russell Investments Group, Ltd. | 106,524 | $7.33M | 0.01% | +4,132+4.0% | Added |
| Treasurer of the State of North Carolina | 106,714 | $7.35M | 0.04% | +105+0.1% | Added |
| Teacher Retirement System of Texas | 108,126 | $7.44M | 0.05% | +58,886+119.6% | Added |
| Marks Group Wealth Management, Inc | 112,723 | $7.76M | 0.92% | +931+0.8% | Added |
| Running Oak Capital LLC | 113,310 | $7.80M | 1.91% | +8,295+7.9% | Added |
| Advisor Group Holdings, Inc. | 114,896 | $7.90M | 0.01% | +8,296+7.8% | Added |
| Mn Services Vermogensbeheer B.V. | 115,100 | $7.92M | 0.07% | +115,100 | New |
| BCM Advisors, LLC | 118,900 | $8.15M | 2.18% | +48,179+68.1% | Added |
| Schonfeld Strategic Advisors LLC | 119,345 | $8.22M | 0.07% | −105,457−46.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 120,208 | $8.28M | 0.09% | −33,116−21.6% | Reduced |
| Natixis Advisors, L.P. | 121,798 | $8.38M | 0.03% | +8,916+7.9% | Added |
| Umb Bank N A | 123,382 | $8.49M | 0.13% | +230.0% | Added |
| British Columbia Investment Management Corp | 123,782 | $8.52M | 0.08% | −41,653−25.2% | Reduced |
| Mattern Capital Management, LLC | 124,256 | $8.55M | 1.39% | +2,909+2.4% | Added |
| Gotham Asset Management, LLC | 125,835 | $8.66M | 0.19% | +9,465+8.1% | Added |
| Storebrand Asset Management AS | 128,373 | $8.84M | 0.04% | +2,846+2.3% | Added |
| Boston Trust Walden Corp | 131,133 | $9.03M | 0.07% | +8,295+6.8% | Added |
| First National Bank of Omaha | 132,920 | $9.15M | 0.53% | −1,588−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 133,635 | $9.20M | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 134,924 | $9.29M | 0.32% | +6,608+5.1% | Added |
| Lountzis Asset Management, LLC | 130,277 | $9.30M | 5.13% | −9,465−6.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 135,435 | $9.32M | 0.03% | −1,160−0.8% | Reduced |
| Great West Life Assurance Co | 136,728 | $9.46M | 0.02% | +28,361+26.2% | Added |
| State of Tennessee, Treasury Department | 138,891 | $9.56M | 0.04% | +102,646+283.2% | Added |
| State of Wisconsin Investment Board | 139,440 | $9.60M | 0.03% | +4,125+3.0% | Added |
| Whittier Trust Co | 140,713 | $9.69M | 0.17% | +51,450+57.6% | Added |
| Intech Investment Management LLC | 141,697 | $9.75M | 0.10% | −16,809−10.6% | Reduced |
| Yousif Capital Management, LLC | 142,664 | $9.82M | 0.12% | −1,941−1.3% | Reduced |
| Tower Bridge Advisors | 144,757 | $9.97M | 0.91% | −1,831−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 146,132 | $10.1M | 0.02% | +18,805+14.8% | Added |
| Lazard Asset Management LLC | 149,571 | $10.3M | 0.01% | +8,051+5.7% | Added |
| LPL Financial LLC | 151,597 | $10.4M | 0.01% | +45,514+42.9% | Added |
| Motley Fool Asset Management LLC | 156,181 | $10.8M | 0.96% | −6,253−3.8% | Reduced |
| Brown Brothers Harriman & Co | 158,098 | $10.9M | 0.09% | +64,442+68.8% | Added |
| Envestnet Asset Management Inc | 161,288 | $11.1M | 0.00% | +39,343+32.3% | Added |
| Charter Trust Co | 161,374 | $11.1M | 0.85% | −127−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 170,190 | $11.7M | 0.02% | +97,930+135.5% | Added |
| KBC Group NV | 175,259 | $12.1M | 0.05% | +63,916+57.4% | Added |
| Public Employees Retirement System of Ohio | 175,760 | $12.1M | 0.05% | +42,465+31.9% | Added |
| Aviva PLC | 179,523 | $12.4M | 0.05% | −192,418−51.7% | Reduced |
| Baird Financial Group, Inc. | 184,648 | $12.7M | 0.03% | +3,499+1.9% | Added |
| BNP Paribas Arbitrage, SA | 187,374 | $12.9M | 0.03% | −70,464−27.3% | Reduced |
| Prudential Financial Inc | 208,817 | $13.1M | 0.02% | −55,511−21.0% | Reduced |