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 |
|---|---|---|---|---|---|
| National Bank of Canada | 49,890 | $3.36M | 0.01% | +24,147+93.8% | Added |
| CIBC World Markets Corp | 48,006 | $3.30M | 0.03% | +17,129+55.5% | Added |
| Handelsbanken Fonder AB | 47,934 | $3.30M | 0.02% | +10,100+26.7% | Added |
| Mutual of America Capital Management LLC | 47,485 | $3.27M | 0.04% | +658+1.4% | Added |
| SG Americas Securities, LLC | 47,432 | $3.27M | 0.03% | +44,125+1,334.3% | Added |
| Allianz Asset Management GmbH | 46,664 | $3.21M | 0.01% | −17,314−27.1% | Reduced |
| Mariner, LLC | 45,997 | $3.17M | 0.01% | +7,083+18.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,964 | $3.16M | 0.02% | +1,657+3.7% | Added |
| Toroso Investments, LLC | 45,256 | $3.12M | 0.09% | +34,513+321.3% | Added |
| Carmignac Gestion | 44,330 | $3.05M | 0.05% | +3,794+9.4% | Added |
| Henshaw Capital LLC | 42,869 | $2.95M | 0.17% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 42,496 | $2.93M | 0.66% | −739−1.7% | Reduced |
| Wall Street Access Asset Management, LLC | 42,048 | $2.89M | 1.67% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 41,452 | $2.85M | 0.01% | −2,366−5.4% | Reduced |
| Assenagon Asset Management S.A. | 41,308 | $2.84M | 0.01% | +4,022+10.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,059 | $2.83M | 0.02% | +1,211+3.0% | Added |
| Utah Retirement Systems | 40,636 | $2.80M | 0.04% | −1,400−3.3% | Reduced |
| Quantinno Capital Management LP | 40,479 | $2.79M | 0.16% | +684+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,328 | $2.78M | 0.01% | +6,181+18.1% | Added |
| Xponance, Inc. | 40,204 | $2.77M | 0.04% | +7,359+22.4% | Added |
| HWG Holdings LP | 40,013 | $2.75M | 1.31% | −8,339−17.2% | Reduced |
| Advisory Services Network, LLC | 40,011 | $2.75M | 0.07% | −381−0.9% | Reduced |
| Legacy Financial Strategies, LLC | 39,643 | $2.73M | 0.91% | +3,029+8.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 39,363 | $2.71M | 0.01% | −1,093−2.7% | Reduced |
| DuPont Capital Management Corp | 39,064 | $2.69M | 0.13% | −3,385−8.0% | Reduced |
| Eagle Asset Management Inc | 38,890 | $2.68M | 0.01% | −687−1.7% | Reduced |
| Quantbot Technologies LP | 37,300 | $2.57M | 0.17% | +12,375+49.6% | Added |
| TAP Consulting, LLC | 37,033 | $2.55M | 0.63% | −700−1.9% | Reduced |
| Canada Pension Plan Investment Board | 37,020 | $2.55M | 0.00% | −60,400−62.0% | Reduced |
| Integrity Financial Corp | 36,934 | $2.54M | 1.91% | 00.0% | Unchanged |
| DnB Asset Management AS | 36,759 | $2.53M | 0.01% | −1,611−4.2% | Reduced |
| Forsta Ap-Fonden | 36,500 | $2.51M | 0.03% | +36,500 | New |
| Jefferies Financial Group Inc. | 36,008 | $2.48M | 0.05% | +36,008 | New |
| Bessemer Group Inc | 35,764 | $2.46M | 0.01% | +13,089+57.7% | Added |
| Kesler, Norman & Wride, LLC | 35,201 | $2.42M | 0.59% | +538+1.6% | Added |
| Covey Capital Advisors, LLC | 34,873 | $2.40M | 3.48% | 00.0% | Unchanged |
| Terry L. Blaker | 34,068 | $2.35M | 0.20% | −340−1.0% | Reduced |
| CIBC Asset Management Inc | 34,064 | $2.34M | 0.01% | −337−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,762 | $2.32M | 0.00% | +1,075+3.3% | Added |
| ING Groep NV | 33,630 | $2.32M | 0.02% | −6,313−15.8% | Reduced |
| New York Life Investment Management LLC | 33,535 | $2.31M | 0.02% | +55+0.2% | Added |
| Klingman & Associates, LLC | 33,527 | $2.31M | 0.19% | +20.0% | Added |
| BOK Financial Private Wealth, Inc. | 33,330 | $2.29M | 0.19% | −6,553−16.4% | Reduced |
| Janus Henderson Group PLC | 32,784 | $2.26M | 0.00% | −2,851−8.0% | Reduced |
| Triad Investment Management | 32,773 | $2.26M | 3.14% | −80.0% | Reduced |
| Catalyst Capital Advisors LLC | 32,500 | $2.24M | 0.07% | +32,500 | New |
| Crawford Investment Counsel Inc | 32,058 | $2.21M | 0.04% | +25+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 31,888 | $2.20M | 0.03% | −11,789−27.0% | Reduced |
| Coldstream Capital Management Inc | 31,802 | $2.19M | 0.07% | −111−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,541 | $2.10M | 0.01% | +1,385+4.8% | Added |
| V Wealth Advisors LLC | 30,457 | $2.10M | 0.36% | −757−2.4% | Reduced |
| State of Alaska, Department of Revenue | 29,168 | $2.01M | 0.02% | −3,214−9.9% | Reduced |
| Czech National Bank | 27,869 | $1.92M | 0.04% | +193+0.7% | Added |
| Public Employees Retirement Association of Colorado | 27,764 | $1.91M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 27,564 | $1.90M | 0.00% | −2,275−7.6% | Reduced |
| TownSquare Capital, LLC | 27,199 | $1.87M | 0.03% | +17,116+169.8% | Added |
| Prudential PLC | 26,906 | $1.85M | 0.02% | −294−1.1% | Reduced |
| Cerity Partners LLC | 26,412 | $1.82M | 0.01% | +4,733+21.8% | Added |
| Stephens Inc | 25,983 | $1.79M | 0.03% | +182+0.7% | Added |
| Guggenheim Capital LLC | 25,783 | $1.77M | 0.01% | +15,159+142.7% | Added |
| Dark Forest Capital Management LP | 25,758 | $1.77M | 0.18% | +23,279+939.0% | Added |
| Nissay Asset Management Corp | 25,138 | $1.73M | 0.01% | −493−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 24,524 | $1.69M | 0.04% | −7,299−22.9% | Reduced |
| D.A. Davidson & Co. | 24,110 | $1.66M | 0.02% | +24,110 | New |
| Panagora Asset Management Inc | 24,053 | $1.66M | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 24,000 | $1.65M | 0.35% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,694 | $1.63M | 0.02% | −1,292−5.2% | Reduced |
| Sabal Trust CO | 23,227 | $1.60M | 0.10% | +23,227 | New |
| HRT Financial LP | 23,019 | $1.58M | 0.01% | +23,019 | New |
| Atria Investments LLC | 22,984 | $1.58M | 0.03% | +22,984 | New |
| Vestmark Advisory Solutions, Inc. | 22,976 | $1.58M | 0.06% | +1,009+4.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 22,716 | $1.56M | 0.72% | +9,853+76.6% | Added |
| Crossmark Global Holdings, Inc. | 21,886 | $1.54M | 0.03% | −938−4.1% | Reduced |
| Sepio Capital, LP | 22,262 | $1.53M | 0.12% | −622−2.7% | Reduced |
| Salem Investment Counselors Inc | 22,000 | $1.51M | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,668 | $1.49M | 0.02% | +117+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 21,134 | $1.46M | 0.01% | −180−0.8% | Reduced |
| Cacti Asset Management LLC | 21,000 | $1.45M | 0.13% | 00.0% | Unchanged |
| Ossiam | 20,956 | $1.44M | 0.03% | −1,944−8.5% | Reduced |
| Illinois Municipal Retirement Fund | 20,702 | $1.43M | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 20,590 | $1.42M | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 19,981 | $1.38M | 0.17% | +13,445+205.7% | Added |
| Elo Mutual Pension Insurance Co | 19,935 | $1.37M | 0.04% | +623+3.2% | Added |
| Securian Asset Management, Inc | 19,382 | $1.33M | 0.03% | −96−0.5% | Reduced |
| CX Institutional | 19,248 | $1.33M | 0.07% | +966+5.3% | Added |
| Bank of Nova Scotia | 19,237 | $1.32M | 0.00% | +2,949+18.1% | Added |
| Nordea Investment Management AB | 19,319 | $1.32M | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 19,124 | $1.32M | 0.01% | −770−3.9% | Reduced |
| Kentucky Retirement Systems | 18,929 | $1.30M | 0.04% | +344+1.9% | Added |
| Daiwa Securities Group Inc. | 18,772 | $1.29M | 0.01% | +293+1.6% | Added |
| First Republic Investment Management, Inc. | 18,705 | $1.29M | 0.01% | −5,618−23.1% | Reduced |
| First Hawaiian Bank | 18,650 | $1.28M | 0.04% | +5,675+43.7% | Added |
| Mackenzie Financial Corp | 19,032 | $1.28M | 0.00% | −449−2.3% | Reduced |
| Voloridge Investment Management, LLC | 18,609 | $1.28M | 0.01% | −90,667−83.0% | Reduced |
| Oregon Public Employees Retirement Fund | 18,339 | $1.26M | 0.02% | +200+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 18,251 | $1.26M | 0.00% | +1,525+9.1% | Added |
| Maryland State Retirement & Pension System | 18,099 | $1.25M | 0.03% | −597−3.2% | Reduced |
| Raymond James Trust N.A. | 18,062 | $1.24M | 0.04% | +953+5.6% | Added |
| Prospera Financial Services Inc | 17,653 | $1.22M | 0.05% | −980−5.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 17,633 | $1.21M | 0.01% | +3,075+21.1% | Added |