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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 225,142 | $15.7M | 0.04% | −63,299−21.9% | Reduced |
| TD Asset Management Inc | 213,856 | $14.9M | 0.02% | +306+0.1% | Added |
| Brown Brothers Harriman & Co | 208,279 | $14.5M | 0.13% | +50,181+31.7% | Added |
| Prudential Financial Inc | 207,576 | $14.5M | 0.02% | −1,241−0.6% | Reduced |
| National Bank of Canada | 207,706 | $14.4M | 0.03% | +157,816+316.3% | Added |
| Kennedy Capital Management, Inc. | 205,911 | $14.4M | 0.35% | +2,334+1.1% | Added |
| Diamond Hill Capital Management Inc | 205,710 | $14.4M | 0.07% | −1,369−0.7% | Reduced |
| Janney Montgomery Scott LLC | 204,554 | $14.3M | 0.05% | −3,861−1.9% | Reduced |
| Aviva PLC | 193,184 | $13.5M | 0.06% | +13,661+7.6% | Added |
| SEI Investments Co | 191,387 | $13.4M | 0.02% | −42,468−18.2% | Reduced |
| Baird Financial Group, Inc. | 186,456 | $13.0M | 0.04% | +1,808+1.0% | Added |
| Voloridge Investment Management, LLC | 181,816 | $12.7M | 0.06% | +163,207+877.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 180,256 | $12.6M | 0.03% | −9,934−5.2% | Reduced |
| Voya Investment Management LLC | 174,510 | $12.2M | 0.01% | −54,813−23.9% | Reduced |
| BNP Paribas Arbitrage, SA | 170,213 | $11.9M | 0.03% | −17,161−9.2% | Reduced |
| State of Wisconsin Investment Board | 165,325 | $11.5M | 0.04% | +25,885+18.6% | Added |
| Jacobs Levy Equity Management, Inc | 164,452 | $11.5M | 0.07% | −77,482−32.0% | Reduced |
| LPL Financial LLC | 163,749 | $11.4M | 0.01% | +12,152+8.0% | Added |
| Charter Trust Co | 163,325 | $11.4M | 0.91% | +1,951+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 161,044 | $11.2M | 0.10% | +41,699+34.9% | Added |
| Public Employees Retirement System of Ohio | 158,680 | $11.1M | 0.05% | −17,080−9.7% | Reduced |
| Teacher Retirement System of Texas | 154,410 | $10.8M | 0.07% | +46,284+42.8% | Added |
| Storebrand Asset Management AS | 152,965 | $10.7M | 0.05% | +24,592+19.2% | Added |
| Motley Fool Asset Management LLC | 151,852 | $10.6M | 0.85% | −4,329−2.8% | Reduced |
| Cooper Investors Pty Ltd | 153,381 | $10.6M | 0.84% | +153,381 | New |
| Allianz Asset Management GmbH | 147,703 | $10.3M | 0.02% | +101,039+216.5% | Added |
| Vident Advisory, LLC | 144,856 | $10.1M | 0.31% | +144,856 | New |
| Whittier Trust Co | 144,747 | $10.1M | 0.18% | +4,034+2.9% | Added |
| Tower Bridge Advisors | 144,634 | $10.1M | 0.93% | −123−0.1% | Reduced |
| Yousif Capital Management, LLC | 140,817 | $9.83M | 0.13% | −1,847−1.3% | Reduced |
| State of Tennessee, Treasury Department | 138,282 | $9.66M | 0.04% | −609−0.4% | Reduced |
| Speece Thorson Capital Group Inc | 138,141 | $9.65M | 2.13% | −54,749−28.4% | Reduced |
| Jump Financial, LLC | 134,675 | $9.41M | 0.35% | +29,475+28.0% | Added |
| State of New Jersey Common Pension Fund D | 133,635 | $9.33M | 0.03% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 132,318 | $9.24M | 0.04% | −3,117−2.3% | Reduced |
| Great West Life Assurance Co | 131,828 | $9.21M | 0.02% | −4,900−3.6% | Reduced |
| Boston Trust Walden Corp | 130,793 | $9.13M | 0.08% | −340−0.3% | Reduced |
| Lountzis Asset Management, LLC | 130,277 | $9.10M | 5.08% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 129,820 | $9.07M | 1.47% | +5,564+4.5% | Added |
| Shell Asset Management Co | 127,547 | $8.91M | 0.37% | +125,663+6,670.0% | Added |
| Gotham Asset Management, LLC | 126,706 | $8.85M | 0.18% | +871+0.7% | Added |
| Intech Investment Management LLC | 124,038 | $8.66M | 0.13% | −17,659−12.5% | Reduced |
| British Columbia Investment Management Corp | 123,782 | $8.64M | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 123,337 | $8.61M | 0.14% | −450.0% | Reduced |
| BCM Advisors, LLC | 118,045 | $8.45M | 2.51% | −855−0.7% | Reduced |
| Pictet Asset Management Holding SA | 119,597 | $8.35M | 0.01% | +119,597 | New |
| Advisor Group Holdings, Inc. | 117,835 | $8.23M | 0.01% | +2,939+2.6% | Added |
| Natixis Advisors, L.P. | 117,719 | $8.22M | 0.03% | −4,079−3.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 115,100 | $8.04M | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 112,530 | $7.86M | 0.04% | −363,971−76.4% | Reduced |
| Running Oak Capital LLC | 111,582 | $7.79M | 2.00% | −1,728−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 111,315 | $7.77M | 0.96% | −1,408−1.2% | Reduced |
| Heron Bay Capital Management | 110,385 | $7.71M | 2.08% | +14,768+15.4% | Added |
| Ensign Peak Advisors, Inc | 109,854 | $7.67M | 0.02% | −60,336−35.5% | Reduced |
| D. E. Shaw & Co., Inc. | 107,533 | $7.51M | 0.01% | −38,599−26.4% | Reduced |
| Neuberger Berman Group LLC | 107,177 | $7.49M | 0.01% | +1,172+1.1% | Added |
| Treasurer of the State of North Carolina | 107,114 | $7.48M | 0.04% | +400+0.4% | Added |
| Commonwealth Equity Services, LLC | 105,268 | $7.35M | 0.02% | +3,649+3.6% | Added |
| ArrowMark Colorado Holdings LLC | 103,275 | $7.21M | 0.09% | −16,933−14.1% | Reduced |
| Vaughan David Investments LLC | 100,000 | $6.98M | 0.21% | 00.0% | Unchanged |
| First National Bank of Omaha | 99,509 | $6.95M | 0.45% | −33,411−25.1% | Reduced |
| Spring Capital Management, LLC | 99,080 | $6.92M | 5.82% | −932−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 97,918 | $6.84M | 0.03% | +3,184+3.4% | Added |
| Truist Financial Corp | 95,981 | $6.70M | 0.01% | +3,993+4.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,643 | $6.68M | 0.09% | −7,000−6.8% | Reduced |
| WCM Investment Management, LLC | 95,231 | $6.65M | 0.02% | +310.0% | Added |
| Susquehanna International Group, LLP | 94,168 | $6.58M | 0.01% | +23,343+33.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 94,000 | $6.56M | 0.03% | +94,000 | New |
| Qube Research & Technologies Ltd | 91,682 | $6.40M | 0.02% | +91,682 | New |
| Jane Street Group, LLC | 88,519 | $6.18M | 0.01% | +37,688+74.1% | Added |
| Quantbot Technologies LP | 87,688 | $6.12M | 0.41% | +50,388+135.1% | Added |
| Lazard Asset Management LLC | 83,752 | $5.85M | 0.01% | −65,819−44.0% | Reduced |
| Southeast Asset Advisors Inc. | 82,610 | $5.77M | 0.81% | −608−0.7% | Reduced |
| Citadel Advisors LLC | 82,239 | $5.74M | 0.01% | −20,053−19.6% | Reduced |
| Rafferty Asset Management, LLC | 78,989 | $5.52M | 0.03% | +3,463+4.6% | Added |
| Captrust Financial Advisors | 78,199 | $5.46M | 0.02% | +13,223+20.4% | Added |
| The PNC Financial Services Group, Inc. | 76,377 | $5.33M | 0.00% | −1,419−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 73,855 | $5.16M | 0.04% | +3,423+4.9% | Added |
| Korea Investment CORP | 72,320 | $5.05M | 0.01% | −9,083−11.2% | Reduced |
| HRT Financial LP | 71,504 | $4.99M | 0.05% | +48,485+210.6% | Added |
| Wedge Capital Management L L P | 70,971 | $4.96M | 0.10% | −12,139−14.6% | Reduced |
| Amalgamated Bank | 68,328 | $4.77M | 0.04% | +3,576+5.5% | Added |
| AE Wealth Management LLC | 67,239 | $4.70M | 0.03% | −240.0% | Reduced |
| Arizona State Retirement System | 65,777 | $4.59M | 0.04% | −171−0.3% | Reduced |
| State of Michigan Retirement System | 64,551 | $4.51M | 0.03% | −200−0.3% | Reduced |
| Park National Corp | 64,400 | $4.50M | 0.20% | −600−0.9% | Reduced |
| Capital Fund Management S.A. | 64,207 | $4.48M | 0.06% | +8,470+15.2% | Added |
| American International Group, Inc. | 64,128 | $4.48M | 0.03% | −1,348−2.1% | Reduced |
| Standard Life Aberdeen plc | 62,755 | $4.38M | 0.01% | +1,380+2.2% | Added |
| MetLife Investment Management | 62,104 | $4.34M | 0.03% | −1,529−2.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 60,788 | $4.25M | 0.10% | +8,453+16.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 58,865 | $4.11M | 0.05% | −3,525−5.6% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $4.00M | 0.28% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56,968 | $3.98M | 0.14% | +1,085+1.9% | Added |
| Schroder Investment Management Group | 56,787 | $3.97M | 0.01% | −23,595−29.4% | Reduced |
| Tredje AP-fonden | 55,989 | $3.91M | 0.06% | −7,358−11.6% | Reduced |
| Public Sector Pension Investment Board | 55,095 | $3.85M | 0.03% | +2,748+5.2% | Added |
| IFM Investors Pty Ltd | 54,226 | $3.79M | 0.05% | −291−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,918 | $3.77M | 0.01% | +14,555+37.0% | Added |
| Investment Management Corp of Ontario | 53,686 | $3.75M | 0.15% | +53,686 | New |