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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 267,190 | $15.3M | 0.04% | +6,613+2.5% | Added |
| State of Wisconsin Investment Board | 180,680 | $15.8M | 0.04% | −25,878−12.5% | Reduced |
| Prudential Financial Inc | 185,449 | $16.2M | 0.02% | −399,179−68.3% | Reduced |
| Assenagon Asset Management S.A. | 186,243 | $16.3M | 0.04% | −15,077−7.5% | Reduced |
| Baird Financial Group, Inc. | 186,903 | $16.4M | 0.03% | +1,324+0.7% | Added |
| Candriam Luxembourg S.C.A. | 192,961 | $16.9M | 0.11% | −23,330−10.8% | Reduced |
| Pictet Asset Management Holding SA | 195,212 | $17.1M | 0.02% | −16,652−7.9% | Reduced |
| Scout Investments, Inc. | 205,112 | $17.7M | 0.43% | −12,603−5.8% | Reduced |
| Chilton Investment Co LLC | 209,668 | $18.4M | 0.50% | +191,646+1,063.4% | Added |
| Danske Bank A/S | 220,179 | $19.3M | 0.06% | +220,179 | New |
| Vident Advisory, LLC | 220,305 | $19.3M | 0.40% | +71,650+48.2% | Added |
| Kennedy Capital Management, Inc. | 221,565 | $19.4M | 0.40% | −7,282−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 221,986 | $19.4M | 0.02% | +95,937+76.1% | Added |
| TD Asset Management Inc | 222,529 | $19.5M | 0.02% | −1,004−0.4% | Reduced |
| Vancity Investment Management Ltd | 222,845 | $19.5M | 2.32% | −4,584−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 229,970 | $20.1M | 0.05% | −12,782−5.3% | Reduced |
| Victory Capital Management Inc | 231,976 | $20.3M | 0.02% | −376,054−61.8% | Reduced |
| New York State Teachers Retirement System | 237,489 | $20.8M | 0.04% | −3,514−1.5% | Reduced |
| 1832 Asset Management L.P. | 242,338 | $21.2M | 0.04% | −79,871−24.8% | Reduced |
| Summit Wealth Partners, LLC | 245,050 | $21.5M | 4.57% | −11,800−4.6% | Reduced |
| DekaBank Deutsche Girozentrale | 251,839 | $21.9M | 0.04% | +27,879+12.4% | Added |
| D. E. Shaw & Co., Inc. | 251,098 | $22.0M | 0.03% | +7,806+3.2% | Added |
| Russell Investments Group, Ltd. | 263,782 | $23.1M | 0.04% | −95,147−26.5% | Reduced |
| Alliancebernstein L.P. | 265,559 | $23.2M | 0.01% | −17,585−6.2% | Reduced |
| SEI Investments Co | 276,090 | $24.2M | 0.04% | +31,071+12.7% | Added |
| Prospector Partners LLC | 281,752 | $24.7M | 2.86% | −9,025−3.1% | Reduced |
| Qube Research & Technologies Ltd | 284,245 | $24.9M | 0.04% | −71,849−20.2% | Reduced |
| FIL Ltd | 290,122 | $25.4M | 0.03% | −25,020−7.9% | Reduced |
| Teacher Retirement System of Texas | 307,092 | $26.9M | 0.17% | +26,692+9.5% | Added |
| CI Private Wealth, LLC | 308,448 | $27.0M | 0.05% | +52,795+20.7% | Added |
| Ameriprise Financial Inc | 318,261 | $27.9M | 0.01% | +24,494+8.3% | Added |
| Ferguson Wellman Capital Management, Inc | 324,623 | $28.4M | 0.58% | +7,835+2.5% | Added |
| Philo Smith Capital Corp | 325,450 | $28.5M | 7.99% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 327,604 | $28.7M | 0.07% | +167,548+104.7% | Added |
| New York State Common Retirement Fund | 333,880 | $29.2M | 0.04% | −15,717−4.5% | Reduced |
| Citigroup Inc | 336,738 | $29.5M | 0.03% | −37,976−10.1% | Reduced |
| Motley Fool Wealth Management, LLC | 337,119 | $29.5M | 1.52% | −49,766−12.9% | Reduced |
| Stifel Financial Corp | 339,775 | $29.7M | 0.03% | −8,685−2.5% | Reduced |
| Verition Fund Management LLC | 347,227 | $30.4M | 0.29% | −35,229−9.2% | Reduced |
| Amundi | 374,909 | $30.4M | 0.01% | +970.0% | Added |
| Polar Capital Holdings Plc | 350,000 | $30.6M | 0.19% | +350,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352,255 | $30.8M | 0.04% | +43,591+14.1% | Added |
| Cookson Peirce & Co Inc | 356,879 | $31.2M | 1.67% | −1,243−0.3% | Reduced |
| Credit Suisse AG | 365,554 | $32.0M | 0.03% | +5,387+1.5% | Added |
| National Pension Service | 367,721 | $32.2M | 0.04% | +4,214+1.2% | Added |
| Man Group plc | 370,474 | $32.4M | 0.09% | −535,236−59.1% | Reduced |
| Millennium Management LLC | 389,180 | $34.1M | 0.03% | −628,073−61.7% | Reduced |
| California State Teachers Retirement System | 389,352 | $34.1M | 0.04% | +4,653+1.2% | Added |
| Brown Brothers Harriman & Co | 390,434 | $34.2M | 0.26% | +107,707+38.1% | Added |
| Price T Rowe Associates Inc | 393,272 | $34.4M | 0.00% | −127,778−24.5% | Reduced |
| Gillson Capital LP | 400,899 | $35.1M | 3.33% | +400,899 | New |
| TimesSquare Capital Management, LLC | 425,292 | $37.2M | 0.54% | −114,225−21.2% | Reduced |
| Intech Investment Management LLC | 432,220 | $37.8M | 0.53% | +244,860+130.7% | Added |
| Snyder Capital Management L P | 436,920 | $38.2M | 0.82% | −29,075−6.2% | Reduced |
| Osterweis Capital Management Inc | 443,668 | $38.8M | 2.28% | +56,889+14.7% | Added |
| HSBC Holdings PLC | 444,565 | $38.9M | 0.03% | +59,152+15.3% | Added |
| Nomura Asset Management Co Ltd | 453,891 | $39.7M | 0.14% | +33,292+7.9% | Added |
| Cresset Asset Management, LLC | 454,534 | $39.8M | 0.19% | +123,487+37.3% | Added |
| Citadel Advisors LLC | 457,423 | $40.0M | 0.04% | −120,391−20.8% | Reduced |
| CBOE Vest Financial, LLC | 470,414 | $41.2M | 1.09% | +85,349+22.2% | Added |
| Dundas Partners LLP | 474,677 | $41.6M | 3.27% | +29,754+6.7% | Added |
| Raymond James & Associates | 489,527 | $42.9M | 0.03% | −1,634−0.3% | Reduced |
| Schwartz Investment Counsel Inc | 519,150 | $45.4M | 1.66% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 524,797 | $45.9M | 0.16% | +133,790+34.2% | Added |
| Adage Capital Partners GP, L.L.C. | 531,700 | $46.5M | 0.09% | +477,200+875.6% | Added |
| Rhumbline Advisers | 537,332 | $47.0M | 0.05% | +5,251+1.0% | Added |
| Envestnet Asset Management Inc | 544,910 | $47.7M | 0.02% | +51,255+10.4% | Added |
| Confluence Investment Management LLC | 566,579 | $49.6M | 0.67% | −25,255−4.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 628,008 | $55.0M | 0.04% | −29,276−4.5% | Reduced |
| Boston Financial Mangement LLC | 631,045 | $55.2M | 1.76% | −100.0% | Reduced |
| UBS Group AG | 680,156 | $59.5M | 0.02% | +219,359+47.6% | Added |
| Tandem Investment Advisors, Inc. | 694,802 | $60.8M | 2.36% | −22,412−3.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 698,858 | $61.2M | 0.13% | −26,158−3.6% | Reduced |
| Bank of Montreal | 702,812 | $61.6M | 0.03% | +361,367+105.8% | Added |
| Swiss National Bank | 724,400 | $63.4M | 0.04% | −29,400−3.9% | Reduced |
| Point72 Asset Management, L.P. | 726,662 | $63.6M | 0.18% | +383,233+111.6% | Added |
| Nuveen Asset Management, LLC | 761,676 | $66.7M | 0.02% | −139,561−15.5% | Reduced |
| Barclays PLC | 846,250 | $74.1M | 0.03% | −414,729−32.9% | Reduced |
| Deutsche Bank AG | 860,231 | $75.3M | 0.04% | +161,552+23.1% | Added |
| FMR LLC | 867,501 | $75.9M | 0.01% | +31,696+3.8% | Added |
| Royal London Asset Management Ltd | 1,008,622 | $88.3M | 0.22% | +51,224+5.4% | Added |
| JPMorgan Chase & Co | 1,072,744 | $93.9M | 0.01% | +209,377+24.3% | Added |
| Allianz Asset Management GmbH | 1,087,855 | $95.2M | 0.16% | +439,305+67.7% | Added |
| Legal & General Group Plc | 1,140,673 | $99.9M | 0.03% | +19,741+1.8% | Added |
| Charles Schwab Investment Management Inc | 1,267,842 | $111.0M | 0.03% | +19,871+1.6% | Added |
| Liontrust Investment Partners LLP | 1,296,095 | $113.5M | 1.58% | −44,070−3.3% | Reduced |
| Close Asset Management Ltd | 1,333,314 | $116.7M | 4.26% | +1570.0% | Added |
| CIBC Private Wealth Group, LLC | 1,392,466 | $120.2M | 0.24% | −3,747−0.3% | Reduced |
| Congress Asset Management Co | 1,397,596 | $122.3M | 0.87% | +238,193+20.5% | Added |
| UBS Asset Management Americas Inc | 1,400,482 | $122.6M | 0.04% | +426,678+43.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,408,968 | $123.3M | 0.29% | +323,980+29.9% | Added |
| Capital World Investors | 1,413,224 | $123.7M | 0.02% | +473,982+50.5% | Added |
| Dimensional Fund Advisors LP | 1,438,708 | $125.9M | 0.03% | −56,091−3.8% | Reduced |
| California Public Employees Retirement System | 1,440,561 | $126.1M | 0.09% | −59,876−4.0% | Reduced |
| Bank of New York Mellon Corp | 1,533,978 | $134.3M | 0.03% | −48,567−3.1% | Reduced |
| Madison Asset Management, LLC | 1,534,907 | $134.4M | 1.65% | +173,299+12.7% | Added |
| Bank of America Corp | 2,004,190 | $175.4M | 0.02% | +297,219+17.4% | Added |
| Northern Trust Corp | 2,145,871 | $187.8M | 0.03% | −70,546−3.2% | Reduced |
| Royal Bank of Canada | 2,215,420 | $193.9M | 0.05% | +251,594+12.8% | Added |
| Storebrand Asset Management AS | 2,216,102 | $194.0M | 0.66% | −7,488−0.3% | Reduced |