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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 190,190 | $13.1M | 0.03% | −58,153−23.4% | Reduced |
| Speece Thorson Capital Group Inc | 192,890 | $13.3M | 2.72% | −2,073−1.1% | Reduced |
| CBOE Vest Financial, LLC | 195,734 | $13.3M | 1.24% | +23,259+13.5% | Added |
| Kennedy Capital Management, Inc. | 203,577 | $14.0M | 0.33% | +88,918+77.5% | Added |
| Diamond Hill Capital Management Inc | 207,079 | $14.3M | 0.06% | −14,856−6.7% | Reduced |
| Brookfield Asset Management Inc. | 208,206 | $14.3M | 0.06% | −174,561−45.6% | Reduced |
| Janney Montgomery Scott LLC | 208,415 | $14.3M | 0.05% | +2,792+1.4% | Added |
| TD Asset Management Inc | 213,550 | $14.7M | 0.02% | −4,589−2.1% | Reduced |
| Toronto Dominion Bank | 215,531 | $14.8M | 0.02% | +9,172+4.4% | Added |
| Prana Capital Management, LP | 222,927 | $15.3M | 1.02% | −254,997−53.4% | Reduced |
| CI Private Wealth, LLC | 226,279 | $15.6M | 0.04% | +43,370+23.7% | Added |
| DekaBank Deutsche Girozentrale | 231,465 | $15.7M | 0.04% | +42,782+22.7% | Added |
| Voya Investment Management LLC | 229,323 | $15.8M | 0.02% | +3,754+1.7% | Added |
| SEI Investments Co | 233,855 | $16.1M | 0.03% | −725−0.3% | Reduced |
| Man Group plc | 235,448 | $16.2M | 0.05% | – | – |
| Jacobs Levy Equity Management, Inc | 241,934 | $16.7M | 0.10% | −13,045−5.1% | Reduced |
| New York State Teachers Retirement System | 250,174 | $17.2M | 0.04% | −12,486−4.8% | Reduced |
| Cookson Peirce & Co Inc | 255,810 | $17.6M | 1.07% | +255,810 | New |
| State Board of Administration of Florida Retirement System | 260,169 | $17.9M | 0.04% | −7,021−2.6% | Reduced |
| Summit Wealth Partners, LLC | 266,850 | $18.4M | 4.61% | −11,472−4.1% | Reduced |
| Amundi | 276,823 | $18.7M | 0.01% | −186,061−40.2% | Reduced |
| Federated Hermes, Inc. | 288,441 | $19.9M | 0.05% | −17,847−5.8% | Reduced |
| Prospector Partners LLC | 288,887 | $19.9M | 2.77% | +1,700+0.6% | Added |
| Alliancebernstein L.P. | 292,069 | $20.1M | 0.01% | −3,937−1.3% | Reduced |
| 1832 Asset Management L.P. | 295,452 | $20.3M | 0.04% | −77,184−20.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 296,332 | $20.4M | 0.48% | +3,979+1.4% | Added |
| Candriam Luxembourg S.C.A. | 298,726 | $20.6M | 0.15% | +39,306+15.2% | Added |
| Vancity Investment Management Ltd | 299,462 | $20.6M | 2.65% | +70,000+30.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316,637 | $21.8M | 0.05% | +15,820+5.3% | Added |
| Worldquant Millennium Advisors LLC | 317,170 | $21.8M | 0.37% | +115,876+57.6% | Added |
| Cresset Asset Management, LLC | 319,870 | $22.0M | 0.16% | +92,631+40.8% | Added |
| Philo Smith Capital Corp | 325,450 | $22.4M | 7.70% | 00.0% | Unchanged |
| Bank of Montreal | 336,541 | $23.2M | 0.01% | +4,306+1.3% | Added |
| Stifel Financial Corp | 346,749 | $23.9M | 0.03% | +8,495+2.5% | Added |
| Citigroup Inc | 352,651 | $24.3M | 0.03% | −10,249−2.8% | Reduced |
| National Pension Service | 384,456 | $26.0M | 0.04% | −3,417−0.9% | Reduced |
| Price T Rowe Associates Inc | 382,587 | $26.3M | 0.00% | −3,318,277−89.7% | Reduced |
| California State Teachers Retirement System | 390,578 | $26.9M | 0.04% | −6,803−1.7% | Reduced |
| Osterweis Capital Management Inc | 394,772 | $27.2M | 1.80% | +1,904+0.5% | Added |
| Nomura Asset Management Co Ltd | 395,560 | $27.2M | 0.13% | +41,020+11.6% | Added |
| Motley Fool Wealth Management, LLC | 404,711 | $27.8M | 1.64% | −7,579−1.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 411,284 | $28.3M | 0.08% | +107,036+35.2% | Added |
| New York State Common Retirement Fund | 412,792 | $28.4M | 0.04% | +5,695+1.4% | Added |
| Dundas Partners LLP | 437,980 | $30.2M | 2.84% | 00.0% | Unchanged |
| LMR Partners LLP | 450,074 | $31.0M | 0.71% | +450,074 | New |
| HSBC Holdings PLC | 452,672 | $31.2M | 0.03% | +210,375+86.8% | Added |
| Ceredex Value Advisors LLC | 478,325 | $32.9M | 0.53% | −254,625−34.7% | Reduced |
| UBS Group AG | 479,595 | $33.0M | 0.01% | +147,734+44.5% | Added |
| Snyder Capital Management L P | 491,384 | $33.8M | 0.72% | −22,090−4.3% | Reduced |
| Rhumbline Advisers | 492,603 | $33.9M | 0.04% | +16,205+3.4% | Added |
| Schwartz Investment Counsel Inc | 494,150 | $34.0M | 1.43% | +42,000+9.3% | Added |
| Verition Fund Management LLC | 512,883 | $35.3M | 0.55% | +240,223+88.1% | Added |
| Deutsche Bank AG | 515,734 | $35.5M | 0.02% | −156,553−23.3% | Reduced |
| FIL Ltd | 517,180 | $35.6M | 0.04% | −70,293−12.0% | Reduced |
| FMR LLC | 561,600 | $38.7M | 0.00% | −45,944−7.6% | Reduced |
| Scout Investments, Inc. | 552,636 | $39.6M | 0.81% | −69,799−11.2% | Reduced |
| Raymond James & Associates | 593,668 | $40.9M | 0.03% | +36,208+6.5% | Added |
| Confluence Investment Management LLC | 622,639 | $42.9M | 0.62% | −638−0.1% | Reduced |
| Ameriprise Financial Inc | 625,266 | $43.0M | 0.01% | −22,065−3.4% | Reduced |
| Boston Financial Mangement LLC | 639,429 | $44.0M | 1.59% | +547+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 640,452 | $44.1M | 0.03% | −88,348−12.1% | Reduced |
| TimesSquare Capital Management, LLC | 657,395 | $45.3M | 0.65% | −147,730−18.3% | Reduced |
| UBS Asset Management Americas Inc | 815,363 | $46.8M | 0.02% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 685,412 | $47.2M | 2.07% | −11,598−1.7% | Reduced |
| Wellington Management Group LLP | 755,433 | $52.0M | 0.01% | −395,663−34.4% | Reduced |
| JPMorgan Chase & Co | 863,598 | $59.5M | 0.01% | +363,905+72.8% | Added |
| Swiss National Bank | 872,600 | $60.1M | 0.04% | −82,900−8.7% | Reduced |
| Nuveen Asset Management, LLC | 886,062 | $61.0M | 0.02% | −43,242−4.7% | Reduced |
| Barclays PLC | 901,851 | $62.1M | 0.04% | +609,644+208.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 915,158 | $63.0M | 0.18% | +915,080+1,173,179.5% | Added |
| Credit Suisse AG | 920,128 | $63.3M | 0.06% | +539,013+141.4% | Added |
| Capital World Investors | 939,190 | $64.7M | 0.01% | +939,190 | New |
| Millennium Management LLC | 1,037,128 | $71.4M | 0.08% | −518,643−33.3% | Reduced |
| Royal London Asset Management Ltd | 1,171,865 | $80.7M | 0.26% | +212,671+22.2% | Added |
| Charles Schwab Investment Management Inc | 1,205,787 | $83.0M | 0.02% | +3,070+0.3% | Added |
| Victory Capital Management Inc | 1,227,315 | $84.5M | 0.09% | +4,733+0.4% | Added |
| Manufacturers Life Insurance Company, The | 1,255,739 | $86.4M | 0.05% | +37,291+3.1% | Added |
| Close Asset Management Ltd | 1,305,118 | $89.8M | 4.21% | +5,718+0.4% | Added |
| Madison Asset Management, LLC | 1,313,098 | $90.4M | 1.32% | −1,425−0.1% | Reduced |
| Legal & General Group Plc | 1,350,238 | $93.0M | 0.03% | +16,554+1.2% | Added |
| Liontrust Investment Partners LLP | 1,455,271 | $100.2M | 1.44% | −53,829−3.6% | Reduced |
| Dimensional Fund Advisors LP | 1,473,496 | $101.4M | 0.03% | +10,729+0.7% | Added |
| Royal Bank of Canada | 1,480,644 | $101.9M | 0.03% | +343,097+30.2% | Added |
| CIBC Private Wealth Group, LLC | 1,493,924 | $102.8M | 0.22% | +56,052+3.9% | Added |
| California Public Employees Retirement System | 1,502,808 | $103.5M | 0.09% | −7,451−0.5% | Reduced |
| Bank of America Corp | 1,593,358 | $109.7M | 0.01% | −263,168−14.2% | Reduced |
| Bank of New York Mellon Corp | 1,784,098 | $122.8M | 0.03% | −130,666−6.8% | Reduced |
| Invesco Ltd. | 1,940,165 | $133.6M | 0.04% | +62,825+3.3% | Added |
| Northern Trust Corp | 2,154,864 | $148.3M | 0.03% | −79,863−3.6% | Reduced |
| Norges Bank | 2,643,742 | $182.0M | 0.04% | +76,727+3.0% | Added |
| APG Asset Management N.V. | 2,936,300 | $185.3M | 0.37% | −85,108−2.8% | Reduced |
| Fenimore Asset Management Inc | 2,704,896 | $186.2M | 4.65% | −2,297−0.1% | Reduced |
| ProShare Advisors LLC | 2,845,447 | $195.9M | 0.57% | −126,188−4.2% | Reduced |
| First Trust Advisors LP | 2,898,386 | $199.5M | 0.23% | +2,847,636+5,611.1% | Added |
| Goldman Sachs Group Inc | 3,252,636 | $223.9M | 0.06% | +303,696+10.3% | Added |
| Wells Fargo & Company | 3,405,935 | $234.5M | 0.07% | +68,778+2.1% | Added |
| Clarkston Capital Partners, LLC | 3,603,612 | $248.1M | 4.46% | −95,508−2.6% | Reduced |
| First Eagle Investment Management, LLC | 4,190,235 | $288.5M | 0.74% | −618,153−12.9% | Reduced |
| Geode Capital Management, LLC | 5,297,262 | $364.1M | 0.04% | +9,333+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,712,078 | $393.2M | 0.63% | −49,095−0.9% | Reduced |