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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 59,549 | $5.21M | 0.03% | +34,683+139.5% | Added |
| Balyasny Asset Management LLC | 59,219 | $5.18M | 0.01% | +45,923+345.4% | Added |
| MetLife Investment Management | 59,143 | $5.18M | 0.03% | −2,019−3.3% | Reduced |
| Park National Corp | 58,800 | $5.15M | 0.20% | −400−0.7% | Reduced |
| Patton Fund Management, Inc. | 58,656 | $5.13M | 0.93% | −8,352−12.5% | Reduced |
| Tower Bridge Advisors | 58,082 | $5.08M | 0.52% | −83,614−59.0% | Reduced |
| Susquehanna International Group, LLP | 57,716 | $5.05M | 0.01% | −7,267−11.2% | Reduced |
| Leavell Investment Management, Inc. | 57,200 | $5.01M | 0.29% | 00.0% | Unchanged |
| Mariner, LLC | 55,345 | $4.84M | 0.01% | −178−0.3% | Reduced |
| TownSquare Capital, LLC | 54,762 | $4.79M | 0.07% | +5,516+11.2% | Added |
| HighTower Advisors, LLC | 54,672 | $4.78M | 0.01% | +10,450+23.6% | Added |
| IFM Investors Pty Ltd | 54,226 | $4.75M | 0.05% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 52,136 | $4.56M | 0.02% | +77+0.1% | Added |
| National Bank of Canada | 52,150 | $4.54M | 0.01% | −12,806−19.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,857 | $4.54M | 0.03% | +129+0.2% | Added |
| Franklin Resources Inc | 51,320 | $4.49M | 0.00% | +27,696+117.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,450 | $4.42M | 0.02% | +5,139+11.3% | Added |
| Great Lakes Advisors, LLC | 50,085 | $4.38M | 0.04% | +70+0.1% | Added |
| Amalgamated Bank | 49,827 | $4.36M | 0.04% | −15,184−23.4% | Reduced |
| Texas Permanent School Fund | 48,828 | $4.27M | 0.03% | +57+0.1% | Added |
| Pacer Advisors, Inc. | 48,536 | $4.25M | 0.01% | +32,775+208.0% | Added |
| Handelsbanken Fonder AB | 47,634 | $4.17M | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 46,364 | $4.06M | 0.15% | −132−0.3% | Reduced |
| Coronation Fund Managers Ltd. | 46,054 | $4.03M | 0.11% | +1,526+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 45,861 | $4.01M | 0.01% | +9,653+26.7% | Added |
| Captrust Financial Advisors | 44,658 | $3.91M | 0.01% | −31,738−41.5% | Reduced |
| Quantinno Capital Management LP | 44,437 | $3.89M | 0.08% | +2,185+5.2% | Added |
| Forsta Ap-Fonden | 44,400 | $3.89M | 0.03% | +4,900+12.4% | Added |
| Mutual of America Capital Management LLC | 43,238 | $3.79M | 0.04% | −631−1.4% | Reduced |
| Henshaw Capital LLC | 42,869 | $3.75M | 0.18% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 42,048 | $3.68M | 1.53% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 41,825 | $3.66M | 0.09% | −675−1.6% | Reduced |
| Czech National Bank | 41,562 | $3.64M | 0.05% | +191+0.5% | Added |
| Advisor Group Holdings, Inc. | 41,239 | $3.61M | 0.01% | −72,314−63.7% | Reduced |
| Utah Retirement Systems | 40,936 | $3.58M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 40,876 | $3.58M | 0.04% | +2,232+5.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,674 | $3.56M | 0.04% | −231−0.6% | Reduced |
| Legacy Financial Strategies, LLC | 40,610 | $3.56M | 0.92% | −58−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 40,388 | $3.54M | 0.62% | −655−1.6% | Reduced |
| KBC Group NV | 39,921 | $3.50M | 0.01% | −2,799−6.6% | Reduced |
| Jane Street Group, LLC | 39,631 | $3.47M | 0.00% | +32,666+469.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,332 | $3.44M | 0.01% | −996−2.5% | Reduced |
| DnB Asset Management AS | 39,011 | $3.42M | 0.02% | +571+1.5% | Added |
| Achmea Investment Management B.V. | 38,637 | $3.38M | 0.06% | +15,367+66.0% | Added |
| Tredje AP-fonden | 38,168 | $3.34M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 37,586 | $3.29M | 0.00% | +12,180+47.9% | Added |
| Public Sector Pension Investment Board | 37,195 | $3.26M | 0.02% | +414+1.1% | Added |
| US Bancorp | 37,073 | $3.25M | 0.00% | −3,368−8.3% | Reduced |
| Triad Investment Management | 36,453 | $3.19M | 3.87% | −1,859−4.9% | Reduced |
| Access Investment Management LLC | 36,118 | $3.16M | 1.04% | +150.0% | Added |
| Silphium Asset Management Ltd | 35,841 | $3.14M | 1.62% | +41+0.1% | Added |
| Integrity Financial Corp | 35,772 | $3.13M | 2.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 35,128 | $3.08M | 0.07% | −2,271−6.1% | Reduced |
| First National Advisers, LLC | 39,775 | $3.01M | 0.67% | +7,932+24.9% | Added |
| CIBC Asset Management Inc | 33,707 | $2.95M | 0.01% | +1,029+3.1% | Added |
| Klingman & Associates, LLC | 33,535 | $2.94M | 0.20% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 32,404 | $2.84M | 0.03% | −1,233−3.7% | Reduced |
| Carmignac Gestion | 31,511 | $2.76M | 0.04% | −15,500−33.0% | Reduced |
| Terry L. Blaker | 31,412 | $2.75M | 0.21% | −1,326−4.1% | Reduced |
| Covey Capital Advisors, LLC | 31,365 | $2.75M | 3.32% | −3,508−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,186 | $2.73M | 0.03% | +1,875+6.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,026 | $2.72M | 0.01% | +17,075+122.4% | Added |
| Oppenheimer Asset Management Inc. | 30,482 | $2.67M | 0.04% | +4,008+15.1% | Added |
| FJ Capital Management LLC | 30,473 | $2.67M | 0.27% | +14,927+96.0% | Added |
| Janus Henderson Group PLC | 30,429 | $2.66M | 0.00% | −593−1.9% | Reduced |
| First Hawaiian Bank | 30,368 | $2.66M | 0.08% | −1,634−5.1% | Reduced |
| Crawford Investment Counsel Inc | 30,175 | $2.64M | 0.05% | −410−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,146 | $2.64M | 0.01% | +1,368+3.7% | Added |
| Wealthcare Advisory Partners LLC | 30,087 | $2.63M | 0.09% | +30,087 | New |
| Bessemer Group Inc | 29,989 | $2.63M | 0.00% | −2,519−7.7% | Reduced |
| Nissay Asset Management Corp | 29,324 | $2.57M | 0.02% | +2,151+7.9% | Added |
| British Columbia Investment Management Corp | 28,882 | $2.53M | 0.02% | −97,856−77.2% | Reduced |
| Kesler, Norman & Wride, LLC | 28,271 | $2.47M | 0.53% | −3,025−9.7% | Reduced |
| Coldstream Capital Management Inc | 28,178 | $2.47M | 0.06% | −3,286−10.4% | Reduced |
| Insight Wealth Strategies, LLC | 27,571 | $2.41M | 0.35% | +97+0.4% | Added |
| Stephens Inc | 27,503 | $2.41M | 0.04% | +1,152+4.4% | Added |
| Agf Management Ltd | 27,003 | $2.36M | 0.01% | −17,940−39.9% | Reduced |
| Rockefeller Capital Management L.P. | 26,453 | $2.32M | 0.01% | +26,453 | New |
| Pathstone Holdings, LLC | 26,236 | $2.30M | 0.01% | +3,035+13.1% | Added |
| State of Alaska, Department of Revenue | 25,633 | $2.24M | 0.03% | +125+0.5% | Added |
| Daiwa Securities Group Inc. | 25,547 | $2.24M | 0.01% | +3,044+13.5% | Added |
| Public Employees Retirement Association of Colorado | 25,422 | $2.23M | 0.01% | −1,494−5.6% | Reduced |
| AQR Capital Management LLC | 25,130 | $2.20M | 0.00% | +12,496+98.9% | Added |
| RSM US Wealth Management LLC | 24,627 | $2.16M | 0.06% | −1,250−4.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 24,430 | $2.14M | 0.02% | −12,850−34.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 24,261 | $2.12M | 0.16% | −1,956−7.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 24,026 | $2.10M | 0.01% | +2,902+13.7% | Added |
| Harbor Advisors LLC | 24,000 | $2.10M | 0.39% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,883 | $2.09M | 0.02% | −367−1.5% | Reduced |
| Atria Investments LLC | 23,701 | $2.07M | 0.03% | +3,780+19.0% | Added |
| Sabal Trust CO | 23,227 | $2.03M | 0.12% | +2,345+11.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 22,737 | $1.99M | 0.74% | +19,579+620.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,314 | $1.95M | 0.02% | +447+2.0% | Added |
| Crossmark Global Holdings, Inc. | 22,131 | $1.94M | 0.04% | +144+0.7% | Added |
| Elo Mutual Pension Insurance Co | 22,104 | $1.94M | 0.05% | +1,057+5.0% | Added |
| Procyon Private Wealth Partners, LLC | 22,053 | $1.93M | 0.15% | +51+0.2% | Added |
| Atom Investors LP | 22,042 | $1.93M | 0.24% | +6,585+42.6% | Added |
| Salem Investment Counselors Inc | 22,000 | $1.93M | 0.06% | 00.0% | Unchanged |
| TAP Consulting, LLC | 21,772 | $1.91M | 0.42% | +21,772 | New |
| Keybank National Association | 21,600 | $1.89M | 0.01% | +1,719+8.6% | Added |