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, Q1 2024
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2024. 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
- 718
- +40 vs. Q4 2023
- Shares held
- 206.5M
- +666.9K (+0.3%) vs. Q4 2023
- Total value
- $18.0B
- +$3.43B (+23.4%) vs. Q4 2023
- New holders
- 99
- 272 more added
- Sold out
- 59
- 232 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 50,085 | $4.38M | 0.04% | +70+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,450 | $4.42M | 0.02% | +5,139+11.3% | Added |
| Franklin Resources Inc | 51,320 | $4.49M | 0.00% | +27,696+117.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,857 | $4.54M | 0.03% | +129+0.2% | Added |
| National Bank of Canada | 52,150 | $4.54M | 0.01% | −12,806−19.7% | Reduced |
| Retirement Systems of Alabama | 52,136 | $4.56M | 0.02% | +77+0.1% | Added |
| IFM Investors Pty Ltd | 54,226 | $4.75M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 54,672 | $4.78M | 0.01% | +10,450+23.6% | Added |
| TownSquare Capital, LLC | 54,762 | $4.79M | 0.07% | +5,516+11.2% | Added |
| Mariner, LLC | 55,345 | $4.84M | 0.01% | −178−0.3% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $5.01M | 0.29% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 57,716 | $5.05M | 0.01% | −7,267−11.2% | Reduced |
| Tower Bridge Advisors | 58,082 | $5.08M | 0.52% | −83,614−59.0% | Reduced |
| Patton Fund Management, Inc. | 58,656 | $5.13M | 0.93% | −8,352−12.5% | Reduced |
| Park National Corp | 58,800 | $5.15M | 0.20% | −400−0.7% | Reduced |
| MetLife Investment Management | 59,143 | $5.18M | 0.03% | −2,019−3.3% | Reduced |
| Balyasny Asset Management LLC | 59,219 | $5.18M | 0.01% | +45,923+345.4% | Added |
| SG Americas Securities, LLC | 59,549 | $5.21M | 0.03% | +34,683+139.5% | Added |
| CIBC World Markets Corp | 60,191 | $5.27M | 0.03% | +5,274+9.6% | Added |
| WealthPLAN Partners, LLC | 60,224 | $5.27M | 0.55% | +60,224 | New |
| WCM Investment Management, LLC | 60,657 | $5.31M | 0.01% | −47,322−43.8% | Reduced |
| Natixis | 62,032 | $5.43M | 0.03% | +42,677+220.5% | Added |
| American International Group, Inc. | 64,351 | $5.63M | 0.02% | −608−0.9% | Reduced |
| Guggenheim Capital LLC | 64,405 | $5.64M | 0.04% | +7,961+14.1% | Added |
| First National Bank of Omaha | 45,396 | $5.65M | 0.39% | −43,022−48.7% | Reduced |
| Canada Pension Plan Investment Board | 64,626 | $5.66M | 0.01% | +27,606+74.6% | Added |
| State of Michigan Retirement System | 64,751 | $5.67M | 0.03% | +100+0.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 65,000 | $5.69M | 0.07% | +65,000 | New |
| Cerity Partners LLC | 65,190 | $5.71M | 0.02% | +41,862+179.4% | Added |
| Southeast Asset Advisors Inc. | 66,315 | $5.81M | 0.70% | −7,328−10.0% | Reduced |
| Arizona State Retirement System | 66,536 | $5.82M | 0.04% | +280+0.4% | Added |
| Wedge Capital Management L L P | 66,860 | $5.85M | 0.09% | −23,132−25.7% | Reduced |
| Federated Hermes, Inc. | 68,002 | $5.95M | 0.01% | −138,472−67.1% | Reduced |
| Forte Capital LLC | 68,081 | $5.96M | 0.74% | +1,433+2.2% | Added |
| Nisa Investment Advisors, LLC | 68,221 | $5.97M | 0.04% | −66−0.1% | Reduced |
| Aviva PLC | 71,002 | $6.22M | 0.02% | −110,473−60.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 72,758 | $6.37M | 0.18% | +3,646+5.3% | Added |
| The PNC Financial Services Group, Inc. | 76,281 | $6.68M | 0.00% | +2,986+4.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 77,243 | $6.76M | 0.07% | −9,000−10.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 78,865 | $6.90M | 0.02% | −316,490−80.1% | Reduced |
| Rafferty Asset Management, LLC | 83,084 | $7.27M | 0.03% | −640−0.8% | Reduced |
| Andra AP-fonden | 88,500 | $7.75M | 0.14% | +88,500 | New |
| Schroder Investment Management Group | 88,745 | $7.77M | 0.01% | +6,063+7.3% | Added |
| Edgestream Partners, L.P. | 91,269 | $7.99M | 0.40% | +91,269 | New |
| Spring Capital Management, LLC | 91,875 | $8.04M | 6.06% | −4,437−4.6% | Reduced |
| Bank of Nova Scotia | 93,827 | $8.21M | 0.02% | −67,787−41.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 94,224 | $8.25M | 0.05% | +94,224 | New |
| Asset Management One Co.,Ltd. | 94,406 | $8.26M | 0.03% | −4,125−4.2% | Reduced |
| AXA S.A. | 95,200 | $8.33M | 0.02% | −29,283−23.5% | Reduced |
| Truist Financial Corp | 96,061 | $8.41M | 0.01% | −20,029−17.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 97,237 | $8.51M | 0.15% | −291−0.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 97,800 | $8.56M | 0.06% | −13,100−11.8% | Reduced |
| Public Employees Retirement System of Ohio | 99,787 | $8.74M | 0.03% | −21,659−17.8% | Reduced |
| Boston Trust Walden Corp | 100,243 | $8.78M | 0.06% | −31,834−24.1% | Reduced |
| BCM Advisors, LLC | 108,898 | $8.94M | 2.27% | −2,500−2.2% | Reduced |
| Korea Investment CORP | 104,653 | $9.16M | 0.02% | +2,422+2.4% | Added |
| WealthPlan Investment Management, LLC | 105,895 | $9.27M | 1.41% | +105,895 | New |
| Capital Fund Management S.A. | 106,244 | $9.30M | 0.11% | −10,445−9.0% | Reduced |
| Shell Asset Management Co | 104,029 | $9.30M | 0.42% | −3,818−3.5% | Reduced |
| Hantz Financial Services, Inc. | 107,282 | $9.39M | 0.18% | −5,180−4.6% | Reduced |
| Neuberger Berman Group LLC | 107,477 | $9.41M | 0.01% | +9,826+10.1% | Added |
| Marks Group Wealth Management, Inc | 108,552 | $9.50M | 0.99% | −1,405−1.3% | Reduced |
| Standard Life Aberdeen plc | 108,667 | $9.51M | 0.02% | −11,207−9.3% | Reduced |
| Treasurer of the State of North Carolina | 108,847 | $9.53M | 0.04% | +703+0.7% | Added |
| Heron Bay Capital Management | 110,233 | $9.65M | 2.05% | +487+0.4% | Added |
| Quantum Capital Management, LLC | 112,901 | $9.88M | 1.08% | +112,901 | New |
| Vaughan David Investments LLC | 113,372 | $9.93M | 0.25% | +13,372+13.4% | Added |
| ArrowMark Colorado Holdings LLC | 114,479 | $10.0M | 0.11% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 115,494 | $10.1M | 0.04% | −18,913−14.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 117,939 | $10.3M | 0.08% | +46,449+65.0% | Added |
| Commonwealth Equity Services, LLC | 120,555 | $10.6M | 0.02% | +3,540+3.0% | Added |
| Umb Bank N A | 123,150 | $10.8M | 0.17% | −164−0.1% | Reduced |
| Comerica Bank | 126,007 | $11.0M | 0.05% | +1,824+1.5% | Added |
| Lountzis Asset Management, LLC | 127,004 | $11.1M | 5.27% | −380.0% | Reduced |
| Mizuho Markets Americas LLC | 128,182 | $11.2M | 0.31% | +63,289+97.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 130,786 | $11.4M | 0.04% | −1,166−0.9% | Reduced |
| Omers Administration Corp | 131,100 | $11.5M | 0.13% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 131,747 | $11.5M | 1.57% | −1,366−1.0% | Reduced |
| Credit Agricole S A | 144,080 | $11.7M | 0.20% | +47,677+49.5% | Added |
| State of New Jersey Common Pension Fund D | 133,635 | $11.7M | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 135,543 | $11.9M | 0.13% | +130+0.1% | Added |
| Ensign Peak Advisors, Inc | 136,069 | $11.9M | 0.02% | +279+0.2% | Added |
| Acadian Asset Management LLC | 136,189 | $11.9M | 0.04% | −209,103−60.6% | Reduced |
| Congress Wealth Management LLC | 137,039 | $12.0M | 0.21% | +6,744+5.2% | Added |
| Speece Thorson Capital Group Inc | 137,281 | $12.0M | 2.32% | −1,796−1.3% | Reduced |
| Gotham Asset Management, LLC | 137,442 | $12.0M | 0.18% | +2,163+1.6% | Added |
| Running Oak Capital LLC | 138,954 | $12.2M | 1.95% | +11,418+9.0% | Added |
| Motley Fool Asset Management LLC | 144,637 | $12.7M | 0.82% | −3,848−2.6% | Reduced |
| First Trust Advisors LP | 144,740 | $12.7M | 0.01% | −87,502−37.7% | Reduced |
| Cooper Investors Pty Ltd | 146,681 | $12.8M | 0.74% | −6,700−4.4% | Reduced |
| Diamond Hill Capital Management Inc | 150,762 | $13.2M | 0.05% | −2,341−1.5% | Reduced |
| Great West Life Assurance Co | 152,299 | $13.3M | 0.03% | +7,048+4.9% | Added |
| Wellington Management Group LLP | 155,659 | $13.6M | 0.00% | −510.0% | Reduced |
| LPL Financial LLC | 157,389 | $13.8M | 0.01% | −14,811−8.6% | Reduced |
| Thrivent Financial for Lutherans | 161,448 | $14.1M | 0.03% | −32,131−16.6% | Reduced |
| Charter Trust Co | 163,596 | $14.3M | 0.96% | +211+0.1% | Added |
| Janney Montgomery Scott LLC | 167,439 | $14.7M | 0.04% | −28,393−14.5% | Reduced |
| Whittier Trust Co | 167,524 | $14.7M | 0.21% | +5,298+3.3% | Added |
| Toronto Dominion Bank | 167,766 | $14.7M | 0.02% | +2,689+1.6% | Added |
| Voya Investment Management LLC | 168,706 | $14.8M | 0.01% | −11,600−6.4% | Reduced |