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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 237,489 | $20.8M | 0.04% | −3,514−1.5% | Reduced |
| Victory Capital Management Inc | 231,976 | $20.3M | 0.02% | −376,054−61.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 229,970 | $20.1M | 0.05% | −12,782−5.3% | Reduced |
| Vancity Investment Management Ltd | 222,845 | $19.5M | 2.32% | −4,584−2.0% | Reduced |
| TD Asset Management Inc | 222,529 | $19.5M | 0.02% | −1,004−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 221,986 | $19.4M | 0.02% | +95,937+76.1% | Added |
| Kennedy Capital Management, Inc. | 221,565 | $19.4M | 0.40% | −7,282−3.2% | Reduced |
| Vident Advisory, LLC | 220,305 | $19.3M | 0.40% | +71,650+48.2% | Added |
| Danske Bank A/S | 220,179 | $19.3M | 0.06% | +220,179 | New |
| Chilton Investment Co LLC | 209,668 | $18.4M | 0.50% | +191,646+1,063.4% | Added |
| Scout Investments, Inc. | 205,112 | $17.7M | 0.43% | −12,603−5.8% | Reduced |
| Pictet Asset Management Holding SA | 195,212 | $17.1M | 0.02% | −16,652−7.9% | Reduced |
| Candriam Luxembourg S.C.A. | 192,961 | $16.9M | 0.11% | −23,330−10.8% | Reduced |
| Baird Financial Group, Inc. | 186,903 | $16.4M | 0.03% | +1,324+0.7% | Added |
| Assenagon Asset Management S.A. | 186,243 | $16.3M | 0.04% | −15,077−7.5% | Reduced |
| Prudential Financial Inc | 185,449 | $16.2M | 0.02% | −399,179−68.3% | Reduced |
| State of Wisconsin Investment Board | 180,680 | $15.8M | 0.04% | −25,878−12.5% | Reduced |
| State Board of Administration of Florida Retirement System | 267,190 | $15.3M | 0.04% | +6,613+2.5% | Added |
| Voya Investment Management LLC | 168,706 | $14.8M | 0.01% | −11,600−6.4% | Reduced |
| Toronto Dominion Bank | 167,766 | $14.7M | 0.02% | +2,689+1.6% | Added |
| Whittier Trust Co | 167,524 | $14.7M | 0.21% | +5,298+3.3% | Added |
| Janney Montgomery Scott LLC | 167,439 | $14.7M | 0.04% | −28,393−14.5% | Reduced |
| Charter Trust Co | 163,596 | $14.3M | 0.96% | +211+0.1% | Added |
| Thrivent Financial for Lutherans | 161,448 | $14.1M | 0.03% | −32,131−16.6% | Reduced |
| LPL Financial LLC | 157,389 | $13.8M | 0.01% | −14,811−8.6% | Reduced |
| Wellington Management Group LLP | 155,659 | $13.6M | 0.00% | −510.0% | Reduced |
| Great West Life Assurance Co | 152,299 | $13.3M | 0.03% | +7,048+4.9% | Added |
| Diamond Hill Capital Management Inc | 150,762 | $13.2M | 0.05% | −2,341−1.5% | Reduced |
| Cooper Investors Pty Ltd | 146,681 | $12.8M | 0.74% | −6,700−4.4% | Reduced |
| First Trust Advisors LP | 144,740 | $12.7M | 0.01% | −87,502−37.7% | Reduced |
| Motley Fool Asset Management LLC | 144,637 | $12.7M | 0.82% | −3,848−2.6% | Reduced |
| Running Oak Capital LLC | 138,954 | $12.2M | 1.95% | +11,418+9.0% | Added |
| Gotham Asset Management, LLC | 137,442 | $12.0M | 0.18% | +2,163+1.6% | Added |
| Speece Thorson Capital Group Inc | 137,281 | $12.0M | 2.32% | −1,796−1.3% | Reduced |
| Congress Wealth Management LLC | 137,039 | $12.0M | 0.21% | +6,744+5.2% | Added |
| Acadian Asset Management LLC | 136,189 | $11.9M | 0.04% | −209,103−60.6% | Reduced |
| Ensign Peak Advisors, Inc | 136,069 | $11.9M | 0.02% | +279+0.2% | Added |
| Yousif Capital Management, LLC | 135,543 | $11.9M | 0.13% | +130+0.1% | Added |
| State of New Jersey Common Pension Fund D | 133,635 | $11.7M | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 144,080 | $11.7M | 0.20% | +47,677+49.5% | Added |
| Mattern Capital Management, LLC | 131,747 | $11.5M | 1.57% | −1,366−1.0% | Reduced |
| Omers Administration Corp | 131,100 | $11.5M | 0.13% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 130,786 | $11.4M | 0.04% | −1,166−0.9% | Reduced |
| Mizuho Markets Americas LLC | 128,182 | $11.2M | 0.31% | +63,289+97.5% | Added |
| Lountzis Asset Management, LLC | 127,004 | $11.1M | 5.27% | −380.0% | Reduced |
| Comerica Bank | 126,007 | $11.0M | 0.05% | +1,824+1.5% | Added |
| Umb Bank N A | 123,150 | $10.8M | 0.17% | −164−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 120,555 | $10.6M | 0.02% | +3,540+3.0% | Added |
| Schonfeld Strategic Advisors LLC | 117,939 | $10.3M | 0.08% | +46,449+65.0% | Added |
| State of Tennessee, Treasury Department | 115,494 | $10.1M | 0.04% | −18,913−14.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 114,479 | $10.0M | 0.11% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 113,372 | $9.93M | 0.25% | +13,372+13.4% | Added |
| Quantum Capital Management, LLC | 112,901 | $9.88M | 1.08% | +112,901 | New |
| Heron Bay Capital Management | 110,233 | $9.65M | 2.05% | +487+0.4% | Added |
| Treasurer of the State of North Carolina | 108,847 | $9.53M | 0.04% | +703+0.7% | Added |
| Standard Life Aberdeen plc | 108,667 | $9.51M | 0.02% | −11,207−9.3% | Reduced |
| Marks Group Wealth Management, Inc | 108,552 | $9.50M | 0.99% | −1,405−1.3% | Reduced |
| Neuberger Berman Group LLC | 107,477 | $9.41M | 0.01% | +9,826+10.1% | Added |
| Hantz Financial Services, Inc. | 107,282 | $9.39M | 0.18% | −5,180−4.6% | Reduced |
| Shell Asset Management Co | 104,029 | $9.30M | 0.42% | −3,818−3.5% | Reduced |
| Capital Fund Management S.A. | 106,244 | $9.30M | 0.11% | −10,445−9.0% | Reduced |
| WealthPlan Investment Management, LLC | 105,895 | $9.27M | 1.41% | +105,895 | New |
| Korea Investment CORP | 104,653 | $9.16M | 0.02% | +2,422+2.4% | Added |
| BCM Advisors, LLC | 108,898 | $8.94M | 2.27% | −2,500−2.2% | Reduced |
| Boston Trust Walden Corp | 100,243 | $8.78M | 0.06% | −31,834−24.1% | Reduced |
| Public Employees Retirement System of Ohio | 99,787 | $8.74M | 0.03% | −21,659−17.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 97,800 | $8.56M | 0.06% | −13,100−11.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 97,237 | $8.51M | 0.15% | −291−0.3% | Reduced |
| Truist Financial Corp | 96,061 | $8.41M | 0.01% | −20,029−17.3% | Reduced |
| AXA S.A. | 95,200 | $8.33M | 0.02% | −29,283−23.5% | Reduced |
| Asset Management One Co.,Ltd. | 94,406 | $8.26M | 0.03% | −4,125−4.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 94,224 | $8.25M | 0.05% | +94,224 | New |
| Bank of Nova Scotia | 93,827 | $8.21M | 0.02% | −67,787−41.9% | Reduced |
| Spring Capital Management, LLC | 91,875 | $8.04M | 6.06% | −4,437−4.6% | Reduced |
| Edgestream Partners, L.P. | 91,269 | $7.99M | 0.40% | +91,269 | New |
| Schroder Investment Management Group | 88,745 | $7.77M | 0.01% | +6,063+7.3% | Added |
| Andra AP-fonden | 88,500 | $7.75M | 0.14% | +88,500 | New |
| Rafferty Asset Management, LLC | 83,084 | $7.27M | 0.03% | −640−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 78,865 | $6.90M | 0.02% | −316,490−80.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 77,243 | $6.76M | 0.07% | −9,000−10.4% | Reduced |
| The PNC Financial Services Group, Inc. | 76,281 | $6.68M | 0.00% | +2,986+4.1% | Added |
| Whittier Trust Co of Nevada Inc | 72,758 | $6.37M | 0.18% | +3,646+5.3% | Added |
| Aviva PLC | 71,002 | $6.22M | 0.02% | −110,473−60.9% | Reduced |
| Nisa Investment Advisors, LLC | 68,221 | $5.97M | 0.04% | −66−0.1% | Reduced |
| Forte Capital LLC | 68,081 | $5.96M | 0.74% | +1,433+2.2% | Added |
| Federated Hermes, Inc. | 68,002 | $5.95M | 0.01% | −138,472−67.1% | Reduced |
| Wedge Capital Management L L P | 66,860 | $5.85M | 0.09% | −23,132−25.7% | Reduced |
| Arizona State Retirement System | 66,536 | $5.82M | 0.04% | +280+0.4% | Added |
| Southeast Asset Advisors Inc. | 66,315 | $5.81M | 0.70% | −7,328−10.0% | Reduced |
| Cerity Partners LLC | 65,190 | $5.71M | 0.02% | +41,862+179.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 65,000 | $5.69M | 0.07% | +65,000 | New |
| State of Michigan Retirement System | 64,751 | $5.67M | 0.03% | +100+0.2% | Added |
| Canada Pension Plan Investment Board | 64,626 | $5.66M | 0.01% | +27,606+74.6% | Added |
| First National Bank of Omaha | 45,396 | $5.65M | 0.39% | −43,022−48.7% | Reduced |
| Guggenheim Capital LLC | 64,405 | $5.64M | 0.04% | +7,961+14.1% | Added |
| American International Group, Inc. | 64,351 | $5.63M | 0.02% | −608−0.9% | Reduced |
| Natixis | 62,032 | $5.43M | 0.03% | +42,677+220.5% | Added |
| WCM Investment Management, LLC | 60,657 | $5.31M | 0.01% | −47,322−43.8% | Reduced |
| WealthPLAN Partners, LLC | 60,224 | $5.27M | 0.55% | +60,224 | New |
| CIBC World Markets Corp | 60,191 | $5.27M | 0.03% | +5,274+9.6% | Added |