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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 2,251,701 | $197.1M | 0.52% | −71,324−3.1% | Reduced |
| Fenimore Asset Management Inc | 2,408,003 | $210.8M | 4.45% | −10,209−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 2,616,825 | $229.1M | 4.04% | +1,400+0.1% | Added |
| Invesco Ltd. | 2,699,144 | $236.3M | 0.05% | +654,671+32.0% | Added |
| APG Asset Management N.V. | 3,020,647 | $244.8M | 0.43% | +6,106+0.2% | Added |
| Manufacturers Life Insurance Company, The | 2,801,522 | $245.2M | 0.23% | +801,295+40.1% | Added |
| Norges Bank | 3,051,003 | $267.1M | 0.04% | −9,928−0.3% | Reduced |
| First Eagle Investment Management, LLC | 3,109,220 | $272.2M | 0.62% | −999,056−24.3% | Reduced |
| Wells Fargo & Company | 3,342,071 | $292.6M | 0.08% | +54,147+1.6% | Added |
| Goldman Sachs Group Inc | 3,520,077 | $308.1M | 0.06% | −78,541−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,572,541 | $400.3M | 0.62% | −663,851−12.7% | Reduced |
| Geode Capital Management, LLC | 5,790,501 | $505.7M | 0.05% | +238,920+4.3% | Added |
| Morgan Stanley | 8,865,876 | $776.1M | 0.06% | −133,988−1.5% | Reduced |
| State Street Corp | 10,832,040 | $948.2M | 0.04% | +85,844+0.8% | Added |
| Principal Financial Group Inc | 12,718,155 | $1.11B | 0.65% | +392,250+3.2% | Added |
| Select Equity Group, L.P. | 13,606,390 | $1.19B | 4.30% | −704,090−4.9% | Reduced |
| BlackRock Inc. | 16,599,182 | $1.45B | 0.03% | +251,305+1.5% | Added |
| Vanguard Group Inc | 28,355,305 | $2.48B | 0.05% | +203,105+0.7% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −389,200−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −360,473−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −308,054−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −220,678−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −148,175−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −92,410−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −75,222−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −70,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −58,170−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −48,531−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −46,557−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −38,500−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −31,834−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −29,181−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −28,979−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −27,222−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −19,691−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,143−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −13,495−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,171−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,014−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,556−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −9,654−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,612−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,514−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −6,316−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,652−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,099−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,634−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −4,102−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Live Oak Investment Partners | – | – | – | – | Not filed |