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, Q3 2023
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 631
- +29 vs. Q2 2023
- Shares held
- 201.3M
- −1.64M (−0.8%) vs. Q2 2023
- Total value
- $14.1B
- +$200.6M (+1.4%) vs. Q2 2023
- New holders
- 68
- 219 more added
- Sold out
- 39
- 223 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 140,817 | $9.83M | 0.13% | −1,847−1.3% | Reduced |
| Tower Bridge Advisors | 144,634 | $10.1M | 0.93% | −123−0.1% | Reduced |
| Whittier Trust Co | 144,747 | $10.1M | 0.18% | +4,034+2.9% | Added |
| Vident Advisory, LLC | 144,856 | $10.1M | 0.31% | +144,856 | New |
| Allianz Asset Management GmbH | 147,703 | $10.3M | 0.02% | +101,039+216.5% | Added |
| Cooper Investors Pty Ltd | 153,381 | $10.6M | 0.84% | +153,381 | New |
| Motley Fool Asset Management LLC | 151,852 | $10.6M | 0.85% | −4,329−2.8% | Reduced |
| Storebrand Asset Management AS | 152,965 | $10.7M | 0.05% | +24,592+19.2% | Added |
| Teacher Retirement System of Texas | 154,410 | $10.8M | 0.07% | +46,284+42.8% | Added |
| Public Employees Retirement System of Ohio | 158,680 | $11.1M | 0.05% | −17,080−9.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 161,044 | $11.2M | 0.10% | +41,699+34.9% | Added |
| Charter Trust Co | 163,325 | $11.4M | 0.91% | +1,951+1.2% | Added |
| LPL Financial LLC | 163,749 | $11.4M | 0.01% | +12,152+8.0% | Added |
| Jacobs Levy Equity Management, Inc | 164,452 | $11.5M | 0.07% | −77,482−32.0% | Reduced |
| State of Wisconsin Investment Board | 165,325 | $11.5M | 0.04% | +25,885+18.6% | Added |
| BNP Paribas Arbitrage, SA | 170,213 | $11.9M | 0.03% | −17,161−9.2% | Reduced |
| Voya Investment Management LLC | 174,510 | $12.2M | 0.01% | −54,813−23.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 180,256 | $12.6M | 0.03% | −9,934−5.2% | Reduced |
| Voloridge Investment Management, LLC | 181,816 | $12.7M | 0.06% | +163,207+877.0% | Added |
| Baird Financial Group, Inc. | 186,456 | $13.0M | 0.04% | +1,808+1.0% | Added |
| SEI Investments Co | 191,387 | $13.4M | 0.02% | −42,468−18.2% | Reduced |
| Aviva PLC | 193,184 | $13.5M | 0.06% | +13,661+7.6% | Added |
| Janney Montgomery Scott LLC | 204,554 | $14.3M | 0.05% | −3,861−1.9% | Reduced |
| Diamond Hill Capital Management Inc | 205,710 | $14.4M | 0.07% | −1,369−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 205,911 | $14.4M | 0.35% | +2,334+1.1% | Added |
| National Bank of Canada | 207,706 | $14.4M | 0.03% | +157,816+316.3% | Added |
| Prudential Financial Inc | 207,576 | $14.5M | 0.02% | −1,241−0.6% | Reduced |
| Brown Brothers Harriman & Co | 208,279 | $14.5M | 0.13% | +50,181+31.7% | Added |
| TD Asset Management Inc | 213,856 | $14.9M | 0.02% | +306+0.1% | Added |
| Federated Hermes, Inc. | 225,142 | $15.7M | 0.04% | −63,299−21.9% | Reduced |
| DekaBank Deutsche Girozentrale | 224,655 | $15.9M | 0.04% | −6,810−2.9% | Reduced |
| Russell Investments Group, Ltd. | 231,026 | $16.1M | 0.03% | +124,502+116.9% | Added |
| CI Private Wealth, LLC | 239,677 | $16.7M | 0.04% | +13,398+5.9% | Added |
| Amundi | 249,903 | $17.4M | 0.01% | −26,920−9.7% | Reduced |
| New York State Teachers Retirement System | 249,757 | $17.4M | 0.04% | −417−0.2% | Reduced |
| Summit Wealth Partners, LLC | 256,850 | $17.9M | 4.58% | −10,000−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 260,529 | $18.2M | 0.04% | +360+0.1% | Added |
| Toronto Dominion Bank | 277,331 | $19.4M | 0.03% | +61,800+28.7% | Added |
| Alliancebernstein L.P. | 282,367 | $19.7M | 0.01% | −9,702−3.3% | Reduced |
| Natixis | 283,534 | $19.8M | 0.16% | +226,721+399.1% | Added |
| Prospector Partners LLC | 289,837 | $20.2M | 2.83% | +950+0.3% | Added |
| Candriam Luxembourg S.C.A. | 298,635 | $20.9M | 0.17% | −910.0% | Reduced |
| Vancity Investment Management Ltd | 299,462 | $20.9M | 2.71% | 00.0% | Unchanged |
| LMR Partners LLP | 300,112 | $21.0M | 0.47% | −149,962−33.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 302,847 | $21.2M | 0.52% | +6,515+2.2% | Added |
| Bank of Montreal | 293,526 | $21.3M | 0.01% | −43,015−12.8% | Reduced |
| 1832 Asset Management L.P. | 320,452 | $22.4M | 0.05% | +25,000+8.5% | Added |
| CBOE Vest Financial, LLC | 321,127 | $22.4M | 1.23% | +125,393+64.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 322,983 | $22.6M | 0.05% | +6,346+2.0% | Added |
| HSBC Holdings PLC | 323,393 | $22.6M | 0.03% | −129,279−28.6% | Reduced |
| Philo Smith Capital Corp | 325,450 | $22.7M | 7.80% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 325,985 | $22.8M | 0.16% | +6,115+1.9% | Added |
| Citigroup Inc | 342,394 | $23.9M | 0.03% | −10,257−2.9% | Reduced |
| Stifel Financial Corp | 352,685 | $24.6M | 0.03% | +5,936+1.7% | Added |
| Cookson Peirce & Co Inc | 364,610 | $25.5M | 1.67% | +108,800+42.5% | Added |
| National Pension Service | 363,507 | $25.8M | 0.04% | −20,949−5.4% | Reduced |
| New York State Common Retirement Fund | 370,712 | $25.9M | 0.04% | −42,080−10.2% | Reduced |
| California State Teachers Retirement System | 373,599 | $26.1M | 0.04% | −16,979−4.3% | Reduced |
| UBS Group AG | 381,560 | $26.6M | 0.01% | −98,035−20.4% | Reduced |
| Osterweis Capital Management Inc | 382,111 | $26.7M | 1.96% | −12,661−3.2% | Reduced |
| Price T Rowe Associates Inc | 383,998 | $26.8M | 0.00% | +1,411+0.4% | Added |
| Envestnet Asset Management Inc | 396,141 | $27.7M | 0.01% | +234,853+145.6% | Added |
| Robeco Institutional Asset Management B.V. | 397,763 | $27.8M | 0.07% | +377,173+1,831.8% | Added |
| Point72 Asset Management, L.P. | 398,800 | $27.9M | 0.09% | +398,800 | New |
| Motley Fool Wealth Management, LLC | 398,653 | $27.9M | 1.61% | −6,058−1.5% | Reduced |
| FIL Ltd | 423,789 | $29.6M | 0.03% | −93,391−18.1% | Reduced |
| Nomura Asset Management Co Ltd | 431,041 | $30.1M | 0.14% | +35,481+9.0% | Added |
| Prana Capital Management, LP | 437,541 | $30.6M | 1.99% | +214,614+96.3% | Added |
| Dundas Partners LLP | 437,980 | $30.6M | 3.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 473,603 | $33.1M | 0.02% | −42,131−8.2% | Reduced |
| Snyder Capital Management L P | 489,688 | $34.2M | 0.77% | −1,696−0.3% | Reduced |
| Schwartz Investment Counsel Inc | 519,150 | $36.3M | 1.55% | +25,000+5.1% | Added |
| Rhumbline Advisers | 528,273 | $36.9M | 0.04% | +35,670+7.2% | Added |
| Caisse de Depot Et Placement du Quebec | 544,058 | $38.0M | 0.11% | +132,774+32.3% | Added |
| TimesSquare Capital Management, LLC | 559,857 | $39.1M | 0.61% | −97,538−14.8% | Reduced |
| Raymond James & Associates | 562,914 | $39.3M | 0.03% | −30,754−5.2% | Reduced |
| Scout Investments, Inc. | 577,626 | $40.2M | 0.92% | +24,990+4.5% | Added |
| Ameriprise Financial Inc | 595,397 | $41.6M | 0.01% | −29,869−4.8% | Reduced |
| Confluence Investment Management LLC | 602,160 | $42.1M | 0.65% | −20,479−3.3% | Reduced |
| Balyasny Asset Management LLC | 622,861 | $43.5M | 0.12% | +622,861 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 638,727 | $44.6M | 0.04% | −1,725−0.3% | Reduced |
| Boston Financial Mangement LLC | 639,273 | $44.6M | 1.67% | −1560.0% | Reduced |
| Verition Fund Management LLC | 655,673 | $45.8M | 0.61% | +142,790+27.8% | Added |
| JPMorgan Chase & Co | 673,668 | $47.0M | 0.01% | −189,930−22.0% | Reduced |
| Tandem Investment Advisors, Inc. | 700,101 | $48.9M | 2.06% | +14,689+2.1% | Added |
| Man Group plc | – | $50.8M | 0.16% | – | – |
| Wellington Management Group LLP | 773,686 | $54.0M | 0.01% | +18,253+2.4% | Added |
| Swiss National Bank | 774,700 | $54.1M | 0.04% | −97,900−11.2% | Reduced |
| Assenagon Asset Management S.A. | 810,359 | $56.6M | 0.20% | +769,051+1,861.7% | Added |
| Credit Suisse AG | 843,911 | $58.9M | 0.06% | −76,217−8.3% | Reduced |
| Nuveen Asset Management, LLC | 915,980 | $64.0M | 0.02% | +29,918+3.4% | Added |
| UBS Asset Management Americas Inc | 923,074 | $64.5M | 0.03% | +107,711+13.2% | Added |
| Capital World Investors | 939,242 | $65.6M | 0.01% | +520.0% | Added |
| Barclays PLC | 955,584 | $66.7M | 0.04% | +53,733+6.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 993,662 | $69.4M | 0.20% | +78,504+8.6% | Added |
| Royal London Asset Management Ltd | 1,008,750 | $70.5M | 0.23% | −163,115−13.9% | Reduced |
| FMR LLC | 1,021,668 | $71.4M | 0.01% | +460,068+81.9% | Added |
| Victory Capital Management Inc | 1,030,284 | $72.0M | 0.08% | −197,031−16.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,135,145 | $79.3M | 0.05% | −120,594−9.6% | Reduced |
| Millennium Management LLC | 1,151,309 | $80.4M | 0.08% | +114,181+11.0% | Added |