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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 208,206 | $14.3M | 0.06% | −174,561−45.6% | Reduced |
| Diamond Hill Capital Management Inc | 207,079 | $14.3M | 0.06% | −14,856−6.7% | Reduced |
| Kennedy Capital Management, Inc. | 203,577 | $14.0M | 0.33% | +88,918+77.5% | Added |
| CBOE Vest Financial, LLC | 195,734 | $13.3M | 1.24% | +23,259+13.5% | Added |
| Speece Thorson Capital Group Inc | 192,890 | $13.3M | 2.72% | −2,073−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 190,190 | $13.1M | 0.03% | −58,153−23.4% | Reduced |
| Prudential Financial Inc | 208,817 | $13.1M | 0.02% | −55,511−21.0% | Reduced |
| BNP Paribas Arbitrage, SA | 187,374 | $12.9M | 0.03% | −70,464−27.3% | Reduced |
| Baird Financial Group, Inc. | 184,648 | $12.7M | 0.03% | +3,499+1.9% | Added |
| Aviva PLC | 179,523 | $12.4M | 0.05% | −192,418−51.7% | Reduced |
| Public Employees Retirement System of Ohio | 175,760 | $12.1M | 0.05% | +42,465+31.9% | Added |
| KBC Group NV | 175,259 | $12.1M | 0.05% | +63,916+57.4% | Added |
| Ensign Peak Advisors, Inc | 170,190 | $11.7M | 0.02% | +97,930+135.5% | Added |
| Charter Trust Co | 161,374 | $11.1M | 0.85% | −127−0.1% | Reduced |
| Envestnet Asset Management Inc | 161,288 | $11.1M | 0.00% | +39,343+32.3% | Added |
| Brown Brothers Harriman & Co | 158,098 | $10.9M | 0.09% | +64,442+68.8% | Added |
| Motley Fool Asset Management LLC | 156,181 | $10.8M | 0.96% | −6,253−3.8% | Reduced |
| LPL Financial LLC | 151,597 | $10.4M | 0.01% | +45,514+42.9% | Added |
| Lazard Asset Management LLC | 149,571 | $10.3M | 0.01% | +8,051+5.7% | Added |
| D. E. Shaw & Co., Inc. | 146,132 | $10.1M | 0.02% | +18,805+14.8% | Added |
| Tower Bridge Advisors | 144,757 | $9.97M | 0.91% | −1,831−1.2% | Reduced |
| Yousif Capital Management, LLC | 142,664 | $9.82M | 0.12% | −1,941−1.3% | Reduced |
| Intech Investment Management LLC | 141,697 | $9.75M | 0.10% | −16,809−10.6% | Reduced |
| Whittier Trust Co | 140,713 | $9.69M | 0.17% | +51,450+57.6% | Added |
| State of Wisconsin Investment Board | 139,440 | $9.60M | 0.03% | +4,125+3.0% | Added |
| State of Tennessee, Treasury Department | 138,891 | $9.56M | 0.04% | +102,646+283.2% | Added |
| Great West Life Assurance Co | 136,728 | $9.46M | 0.02% | +28,361+26.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 135,435 | $9.32M | 0.03% | −1,160−0.8% | Reduced |
| Lountzis Asset Management, LLC | 130,277 | $9.30M | 5.13% | −9,465−6.8% | Reduced |
| Vident Investment Advisory, LLC | 134,924 | $9.29M | 0.32% | +6,608+5.1% | Added |
| State of New Jersey Common Pension Fund D | 133,635 | $9.20M | 0.03% | 00.0% | Unchanged |
| First National Bank of Omaha | 132,920 | $9.15M | 0.53% | −1,588−1.2% | Reduced |
| Boston Trust Walden Corp | 131,133 | $9.03M | 0.07% | +8,295+6.8% | Added |
| Storebrand Asset Management AS | 128,373 | $8.84M | 0.04% | +2,846+2.3% | Added |
| Gotham Asset Management, LLC | 125,835 | $8.66M | 0.19% | +9,465+8.1% | Added |
| Mattern Capital Management, LLC | 124,256 | $8.55M | 1.39% | +2,909+2.4% | Added |
| British Columbia Investment Management Corp | 123,782 | $8.52M | 0.08% | −41,653−25.2% | Reduced |
| Umb Bank N A | 123,382 | $8.49M | 0.13% | +230.0% | Added |
| Natixis Advisors, L.P. | 121,798 | $8.38M | 0.03% | +8,916+7.9% | Added |
| ArrowMark Colorado Holdings LLC | 120,208 | $8.28M | 0.09% | −33,116−21.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 119,345 | $8.22M | 0.07% | −105,457−46.9% | Reduced |
| BCM Advisors, LLC | 118,900 | $8.15M | 2.18% | +48,179+68.1% | Added |
| Mn Services Vermogensbeheer B.V. | 115,100 | $7.92M | 0.07% | +115,100 | New |
| Advisor Group Holdings, Inc. | 114,896 | $7.90M | 0.01% | +8,296+7.8% | Added |
| Running Oak Capital LLC | 113,310 | $7.80M | 1.91% | +8,295+7.9% | Added |
| Marks Group Wealth Management, Inc | 112,723 | $7.76M | 0.92% | +931+0.8% | Added |
| Teacher Retirement System of Texas | 108,126 | $7.44M | 0.05% | +58,886+119.6% | Added |
| Treasurer of the State of North Carolina | 106,714 | $7.35M | 0.04% | +105+0.1% | Added |
| Russell Investments Group, Ltd. | 106,524 | $7.33M | 0.01% | +4,132+4.0% | Added |
| Neuberger Berman Group LLC | 106,005 | $7.30M | 0.01% | −10,845−9.3% | Reduced |
| Jump Financial, LLC | 105,200 | $7.24M | 0.27% | −17,779−14.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 102,643 | $7.07M | 0.09% | +5,800+6.0% | Added |
| Citadel Advisors LLC | 102,292 | $7.04M | 0.01% | −285,045−73.6% | Reduced |
| Commonwealth Equity Services, LLC | 101,619 | $7.00M | 0.01% | −1,068−1.0% | Reduced |
| Spring Capital Management, LLC | 100,012 | $6.88M | 5.39% | −2,655−2.6% | 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 |
| Pictet Asset Management SA | 97,416 | $6.71M | 0.01% | −509−0.5% | Reduced |
| Heron Bay Capital Management | 95,617 | $6.58M | 1.83% | +13,146+15.9% | Added |
| WCM Investment Management, LLC | 95,200 | $6.58M | 0.02% | −1,873−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 94,734 | $6.52M | 0.03% | −670−0.7% | Reduced |
| Truist Financial Corp | 91,988 | $6.33M | 0.01% | −157,291−63.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 84,600 | $5.82M | 0.01% | +84,600 | New |
| Southeast Asset Advisors Inc. | 83,218 | $5.73M | 0.82% | −561−0.7% | Reduced |
| Wedge Capital Management L L P | 83,110 | $5.72M | 0.09% | +83,110 | New |
| Korea Investment CORP | 81,403 | $5.60M | 0.02% | −3,545−4.2% | Reduced |
| Schroder Investment Management Group | 80,382 | $5.53M | 0.01% | −43,721−35.2% | Reduced |
| The PNC Financial Services Group, Inc. | 77,796 | $5.36M | 0.00% | +3,213+4.3% | Added |
| Rafferty Asset Management, LLC | 75,526 | $5.20M | 0.03% | −3,681−4.6% | Reduced |
| Susquehanna International Group, LLP | 70,825 | $4.88M | 0.01% | −48,338−40.6% | Reduced |
| Nisa Investment Advisors, LLC | 70,432 | $4.85M | 0.04% | +2,895+4.3% | Added |
| Marshall Wace, LLP | 70,257 | $4.84M | 0.01% | +46,102+190.9% | Added |
| AE Wealth Management LLC | 67,263 | $4.63M | 0.03% | +1,414+2.1% | Added |
| Arizona State Retirement System | 65,948 | $4.54M | 0.04% | −4,042−5.8% | Reduced |
| American International Group, Inc. | 65,476 | $4.51M | 0.03% | +1,273+2.0% | Added |
| Park National Corp | 65,000 | $4.47M | 0.19% | −4,000−5.8% | Reduced |
| Captrust Financial Advisors | 64,976 | $4.47M | 0.02% | −1,510−2.3% | Reduced |
| Amalgamated Bank | 64,752 | $4.46M | 0.04% | −11,618−15.2% | Reduced |
| State of Michigan Retirement System | 64,751 | $4.46M | 0.03% | +200+0.3% | Added |
| Holocene Advisors, LP | 64,405 | $4.43M | 0.02% | −46,292−41.8% | Reduced |
| MetLife Investment Management | 63,633 | $4.38M | 0.03% | +2,233+3.6% | Added |
| Tredje AP-fonden | 63,347 | $4.36M | 0.06% | +12,299+24.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 62,390 | $4.29M | 0.05% | +4,945+8.6% | Added |
| Standard Life Aberdeen plc | 61,375 | $4.23M | 0.01% | +195+0.3% | Added |
| Franklin Resources Inc | 61,243 | $4.22M | 0.00% | −27,509−31.0% | Reduced |
| AQR Capital Management LLC | 61,462 | $4.20M | 0.01% | −110,480−64.3% | Reduced |
| ExodusPoint Capital Management, LP | 58,213 | $4.01M | 0.05% | −78,672−57.5% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $3.94M | 0.27% | 00.0% | Unchanged |
| Andra AP-fonden | 56,900 | $3.92M | 0.10% | −35,000−38.1% | Reduced |
| Natixis | 56,813 | $3.91M | 0.03% | +52,691+1,278.3% | Added |
| Whittier Trust Co of Nevada Inc | 55,883 | $3.85M | 0.13% | +26,047+87.3% | Added |
| Capital Fund Management S.A. | 55,737 | $3.84M | 0.06% | +55,737 | New |
| IFM Investors Pty Ltd | 54,517 | $3.75M | 0.05% | +9,999+22.5% | Added |
| Retirement Systems of Alabama | 53,507 | $3.68M | 0.02% | −15,968−23.0% | Reduced |
| Public Sector Pension Investment Board | 52,347 | $3.60M | 0.03% | −2,981−5.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 52,335 | $3.60M | 0.08% | +52,335 | New |
| Independent Advisor Alliance | 51,406 | $3.54M | 0.16% | +612+1.2% | Added |
| Jane Street Group, LLC | 50,831 | $3.50M | 0.00% | +19,028+59.8% | Added |
| Great Lakes Advisors, LLC | 50,669 | $3.49M | 0.03% | +54+0.1% | Added |
| Texas Permanent School Fund | 49,366 | $3.40M | 0.03% | +361+0.7% | Added |