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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 19,075 | $1.33M | 0.13% | +19,075 | New |
| Nordea Investment Management AB | 18,667 | $1.32M | 0.00% | −652−3.4% | Reduced |
| Kentucky Retirement Systems | 18,891 | $1.32M | 0.05% | −38−0.2% | Reduced |
| Point72 Middle East FZE | 18,773 | $1.31M | 0.08% | +18,773 | New |
| CWM Advisors, LLC | 18,721 | $1.31M | 0.17% | −1,260−6.3% | Reduced |
| Mirabella Financial Services LLP | 18,701 | $1.31M | 0.19% | +18,701 | New |
| First Hawaiian Bank | 18,650 | $1.30M | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 18,627 | $1.30M | 0.01% | +5,219+38.9% | Added |
| Oregon Public Employees Retirement Fund | 18,239 | $1.27M | 0.02% | −100−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,140 | $1.27M | 0.01% | +2,767+18.0% | Added |
| Maryland State Retirement & Pension System | 18,099 | $1.26M | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 17,939 | $1.25M | 0.00% | −766−4.1% | Reduced |
| Raymond James Trust N.A. | 17,863 | $1.25M | 0.04% | −199−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 17,785 | $1.24M | 0.02% | −40,428−69.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 17,693 | $1.24M | 0.01% | +60+0.3% | Added |
| Nomura Holdings Inc | 17,511 | $1.22M | 0.01% | −1,613−8.4% | Reduced |
| Ameritas Investment Partners, Inc. | 16,985 | $1.19M | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 16,980 | $1.19M | 0.24% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 16,928 | $1.18M | 0.16% | −150−0.9% | Reduced |
| Securian Asset Management, Inc | 16,864 | $1.18M | 0.04% | −2,518−13.0% | Reduced |
| Prospera Financial Services Inc | 16,835 | $1.18M | 0.05% | −818−4.6% | Reduced |
| Tributary Capital Management, LLC | 16,503 | $1.15M | 0.11% | −397−2.3% | Reduced |
| Spouting Rock Asset Management, LLC | 16,361 | $1.14M | 0.37% | +422+2.6% | Added |
| Keybank National Association | 16,357 | $1.14M | 0.01% | +1,068+7.0% | Added |
| Hartford Investment Management Co | 16,335 | $1.14M | 0.05% | −467−2.8% | Reduced |
| Hunter Associates Investment Management LLC | 15,370 | $1.07M | 0.22% | +2,170+16.4% | Added |
| Chilton Investment Co LLC | 15,222 | $1.06M | 0.03% | −546−3.5% | Reduced |
| Atom Investors LP | 15,155 | $1.06M | 0.24% | +10,006+194.3% | Added |
| Tower Research Capital LLC (TRC) | 15,094 | $1.05M | 0.03% | +3,831+34.0% | Added |
| Everence Capital Management Inc | 15,040 | $1.05M | 0.08% | 00.0% | Unchanged |
| Cim, LLC | 14,963 | $1.05M | 0.20% | +8+0.1% | Added |
| Savant Capital, LLC | 14,960 | $1.04M | 0.02% | +1,797+13.7% | Added |
| Pacer Advisors, Inc. | 14,793 | $1.03M | 0.00% | +371+2.6% | Added |
| Louisiana State Employees Retirement System | 14,600 | $1.02M | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 14,372 | $1.00M | 0.13% | −1,432−9.1% | Reduced |
| ISAM Funds (UK) Ltd | 14,083 | $983.6K | 0.62% | +5,337+61.0% | Added |
| Roundview Capital LLC | 13,978 | $976.2K | 0.10% | +13+0.1% | Added |
| Metis Global Partners, LLC | 13,771 | $961.8K | 0.05% | +1,157+9.2% | Added |
| Coronation Fund Managers Ltd. | 13,534 | $945.2K | 0.03% | −1,297−8.7% | Reduced |
| Echo Street Capital Management LLC | 13,530 | $944.9K | 0.01% | +13,530 | New |
| JustInvest LLC | 13,490 | $942.1K | 0.03% | −318−2.3% | Reduced |
| SG Americas Securities, LLC | 13,307 | $929.0K | 0.01% | −34,125−71.9% | Reduced |
| Pathstone Family Office, LLC | 12,901 | $901.0K | 0.01% | +8,985+229.4% | Added |
| Advisor Partners II, LLC | 12,759 | $891.1K | 0.04% | +361+2.9% | Added |
| Fox Run Management, L.L.C. | 12,702 | $887.1K | 0.26% | +12,702 | New |
| QRG Capital Management, Inc. | 12,544 | $876.1K | 0.02% | +12,544 | New |
| Axq Capital, LP | 12,400 | $866.0K | 0.30% | +12,400 | New |
| Wedbush Securities Inc | 12,326 | $861.0K | 0.04% | −202−1.6% | Reduced |
| New Mexico Educational Retirement Board | 12,200 | $852.0K | 0.04% | +800+7.0% | Added |
| Ostrum Asset Management | 12,151 | $848.6K | 0.08% | −83−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 12,111 | $845.8K | 0.01% | −296−2.4% | Reduced |
| Cross Staff Investments Inc | 12,000 | $838.1K | 0.82% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 11,807 | $824.6K | 0.09% | +10+0.1% | Added |
| Resonant Capital Advisors, LLC | 11,695 | $816.8K | 0.09% | +98+0.8% | Added |
| Equitable Trust Co | 11,471 | $801.1K | 0.07% | −237−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 11,446 | $799.4K | 0.01% | +1,457+14.6% | Added |
| MML Investors Services, LLC | 11,347 | $792.0K | 0.00% | +2,653+30.5% | Added |
| E. Ohman J:or Asset Management AB | 11,300 | $789.2K | 0.03% | +1,300+13.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,083 | $774.0K | 0.00% | +11,083 | New |
| Integrated Wealth Concepts LLC | 11,007 | $768.7K | 0.01% | −393−3.4% | Reduced |
| Commerce Bank | 10,920 | $762.7K | 0.01% | +464+4.4% | Added |
| Proficio Capital Partners LLC | 10,819 | $755.6K | 0.10% | +10+0.1% | Added |
| Trexquant Investment LP | 10,766 | $751.9K | 0.02% | +10,766 | New |
| Compass Ion Advisors, LLC | 10,517 | $734.5K | 0.13% | +10,517 | New |
| Virtus ETF Advisers LLC | 10,489 | $732.6K | 0.44% | +10,489 | New |
| American Century Companies Inc | 10,464 | $730.8K | 0.00% | +2,590+32.9% | Added |
| Resources Investment Advisors, LLC. | 10,360 | $723.5K | 0.02% | +4,081+65.0% | Added |
| Glenview Trust Co | 10,323 | $721.0K | 0.02% | −800−7.2% | Reduced |
| Gilbert & Cook, Inc. | 10,243 | $715.4K | 0.11% | +1,074+11.7% | Added |
| Keeley-Teton Advisors, LLC | 10,200 | $712.4K | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,113 | $706.0K | 0.00% | +1,797+21.6% | Added |
| Claro Advisors LLC | 9,965 | $696.0K | 0.17% | −203−2.0% | Reduced |
| Thrivent Financial for Lutherans | 9,895 | $691.0K | 0.00% | −128−1.3% | Reduced |
| Metropolitan Life Insurance Co | 9,739 | $680.2K | 0.04% | −519−5.1% | Reduced |
| Ethic Inc. | 9,656 | $674.4K | 0.02% | +983+11.3% | Added |
| Machina Capital S.A.S. | 9,558 | $667.5K | 0.37% | +9,558 | New |
| Occidental Asset Management, LLC | 9,548 | $666.8K | 0.15% | 00.0% | Unchanged |
| JSF Financial, LLC | 9,535 | $665.9K | 0.26% | −125−1.3% | Reduced |
| Cetera Advisor Networks LLC | 9,490 | $662.8K | 0.00% | +1,225+14.8% | Added |
| Baker Avenue Asset Management, LP | 9,403 | $656.7K | 0.03% | +605+6.9% | Added |
| Lindenwold Advisors | 9,331 | $651.7K | 0.41% | −4,239−31.2% | Reduced |
| Fiduciary Trust Co | 9,325 | $651.3K | 0.01% | +394+4.4% | Added |
| Cerity Partners LLC | 9,118 | $636.9K | 0.00% | −17,294−65.5% | Reduced |
| Neo Ivy Capital Management | 9,028 | $631.0K | 0.28% | +9,028 | New |
| Centennial Bank | 8,845 | $617.7K | 0.43% | −117−1.3% | Reduced |
| Norinchukin Bank, The | 8,844 | $617.7K | 0.01% | −8,412−48.7% | Reduced |
| Creative Planning | 8,781 | $613.3K | 0.00% | −881−9.1% | Reduced |
| Simon Quick Advisors, LLC | 8,765 | $612.1K | 0.06% | +2,490+39.7% | Added |
| CIBC World Markets Inc. | 8,761 | $612.0K | 0.00% | +8,761 | New |
| Boothbay Fund Management, LLC | 8,719 | $608.9K | 0.02% | +4,578+110.6% | Added |
| M&T Bank Corp | 8,704 | $607.9K | 0.00% | −206−2.3% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 8,612 | $601.5K | 0.78% | −3,333−27.9% | Reduced |
| SevenBridge Financial Group, LLC | 8,506 | $594.1K | 0.15% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,435 | $589.1K | 0.05% | −16−0.2% | Reduced |
| Holland Advisory Services, Inc. | 8,250 | $576.2K | 0.73% | +11+0.1% | Added |
| ORG Partners LLC | 7,958 | $555.8K | 0.16% | +98+1.2% | Added |
| Integrated Investment Consultants, LLC | 7,957 | $555.7K | 0.20% | +2,385+42.8% | Added |
| Jackson Creek Investment Advisors LLC | 7,934 | $554.0K | 0.23% | −219−2.7% | Reduced |
| Twin Tree Management, LP | 7,816 | $545.9K | 0.02% | +7,816 | New |
| Manchester Capital Management LLC | 7,781 | $543.4K | 0.08% | 00.0% | Unchanged |