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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 21,000 | $1.88M | 0.15% | 00.0% | Unchanged |
| Toroso Investments, LLC | 21,259 | $1.86M | 0.03% | +1,828+9.4% | Added |
| Panagora Asset Management Inc | 21,209 | $1.86M | 0.01% | −581−2.7% | Reduced |
| Sepio Capital, LP | 21,172 | $1.85M | 0.16% | −1,192−5.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 21,118 | $1.85M | 0.20% | +2,665+14.4% | Added |
| Illinois Municipal Retirement Fund | 20,702 | $1.81M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,602 | $1.80M | 0.01% | +2,430+13.4% | Added |
| Otter Creek Advisors, LLC | 20,547 | $1.80M | 1.26% | +20,547 | New |
| Oregon Public Employees Retirement Fund | 20,239 | $1.77M | 0.04% | +1,800+9.8% | Added |
| Nordea Investment Management AB | 20,102 | $1.77M | 0.00% | +770+4.0% | Added |
| Voloridge Investment Management, LLC | 20,167 | $1.77M | 0.01% | −195,897−90.7% | Reduced |
| Gulf International Bank (UK) Ltd | 19,941 | $1.75M | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 19,868 | $1.74M | 0.03% | −726−3.5% | Reduced |
| CX Institutional | 19,547 | $1.71M | 0.08% | +376+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 19,475 | $1.70M | 0.02% | +3,139+19.2% | Added |
| Ethic Inc. | 19,348 | $1.69M | 0.04% | +4,517+30.5% | Added |
| Teachers Retirement System of the State of Kentucky | 19,281 | $1.69M | 0.02% | −920−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,143 | $1.68M | 0.00% | −191−1.0% | Reduced |
| GWM Advisors LLC | 19,072 | $1.67M | 0.01% | +69+0.4% | Added |
| MML Investors Services, LLC | 18,282 | $1.60M | 0.01% | +319+1.8% | Added |
| Central Pacific Bank - Trust Division | 18,511 | $1.60M | 0.20% | +18,511 | New |
| Prospera Financial Services Inc | 18,202 | $1.59M | 0.05% | +1,186+7.0% | Added |
| CWM Advisors, LLC | 18,032 | $1.58M | 0.16% | −1,641−8.3% | Reduced |
| Kentucky Retirement Systems | 17,939 | $1.57M | 0.05% | −961−5.1% | Reduced |
| Trueblood Wealth Management, LLC | 17,720 | $1.55M | 0.89% | −541−3.0% | Reduced |
| Threadgill Financial, LLC | 17,705 | $1.55M | 0.69% | +17,705 | New |
| Creative Planning | 17,544 | $1.54M | 0.00% | +3,510+25.0% | Added |
| Twin Capital Management Inc | 17,544 | $1.54M | 0.19% | +17,544 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 17,455 | $1.53M | 0.03% | +10,457+149.4% | Added |
| Glenmede Trust Co NA | 17,391 | $1.52M | 0.01% | +1,834+11.8% | Added |
| Cetera Investment Advisers | 17,025 | $1.49M | 0.00% | +13,649+404.3% | Added |
| Evermay Wealth Management LLC | 16,980 | $1.49M | 0.22% | −50.0% | Reduced |
| Raymond James Trust N.A. | 16,912 | $1.48M | 0.04% | +841+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,718 | $1.46M | 0.01% | +1,416+9.3% | Added |
| Maryland State Retirement & Pension System | 18,099 | $1.46M | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 16,655 | $1.46M | 0.25% | +1,600+10.6% | Added |
| Savant Capital, LLC | 16,559 | $1.45M | 0.02% | +872+5.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,300 | $1.43M | 0.56% | −289−1.7% | Reduced |
| Prudential PLC | 15,929 | $1.39M | 0.01% | −8,822−35.6% | Reduced |
| Wedbush Securities Inc | 15,611 | $1.37M | 0.05% | +3,246+26.3% | Added |
| Inceptionr LLC | 15,493 | $1.36M | 0.35% | +9,050+140.5% | Added |
| SlateStone Wealth, LLC | 15,416 | $1.35M | 0.14% | +9,766+172.8% | Added |
| Hartford Investment Management Co | 15,415 | $1.35M | 0.05% | −592−3.7% | Reduced |
| QRG Capital Management, Inc. | 15,258 | $1.34M | 0.02% | +845+5.9% | Added |
| JustInvest LLC | 15,101 | $1.32M | 0.03% | +3,823+33.9% | Added |
| Everence Capital Management Inc | 15,040 | $1.32M | 0.09% | 00.0% | Unchanged |
| Cim, LLC | 14,708 | $1.29M | 0.19% | −127−0.9% | Reduced |
| Roundview Capital LLC | 14,698 | $1.29M | 0.11% | +720+5.2% | Added |
| Jump Financial, LLC | 14,424 | $1.26M | 0.03% | −25,893−64.2% | Reduced |
| American Century Companies Inc | 14,385 | $1.26M | 0.00% | +5,057+54.2% | Added |
| Securian Asset Management, Inc | 13,874 | $1.21M | 0.04% | −1,045−7.0% | Reduced |
| Louisiana State Employees Retirement System | 13,800 | $1.21M | 0.02% | −500−3.5% | Reduced |
| UniSuper Management Pty Ltd | 13,751 | $1.20M | 0.01% | +11,155+429.7% | Added |
| Metis Global Partners, LLC | 13,717 | $1.20M | 0.04% | +198+1.5% | Added |
| Exchange Traded Concepts, LLC | 13,577 | $1.19M | 0.03% | +11,180+466.4% | Added |
| Axq Capital, LP | 13,400 | $1.17M | 0.28% | +13,400 | New |
| Harmony Asset Management LLC | 13,281 | $1.16M | 0.48% | −1,128−7.8% | Reduced |
| Tributary Capital Management, LLC | 13,251 | $1.16M | 0.09% | −3,426−20.5% | Reduced |
| Suncoast Equity Management | 13,248 | $1.16M | 0.14% | +8,718+192.5% | Added |
| Mercer Global Advisors Inc | 13,237 | $1.16M | 0.00% | +198+1.5% | Added |
| Unigestion Holding SA | 13,134 | $1.15M | 0.06% | +1,519+13.1% | Added |
| Quantbot Technologies LP | 13,069 | $1.14M | 0.06% | −16,554−55.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 13,044 | $1.14M | 0.13% | −163−1.2% | Reduced |
| Cullinan Associates Inc | 13,000 | $1.14M | 0.06% | +13,000 | New |
| Centiva Capital, LP | 12,867 | $1.13M | 0.06% | −18,566−59.1% | Reduced |
| Ostrum Asset Management | 12,202 | $1.07M | 0.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 12,063 | $1.06M | 0.23% | +7,707+176.9% | Added |
| Bayesian Capital Management, LP | 12,010 | $1.05M | 0.10% | +12,010 | New |
| Cross Staff Investments Inc | 12,000 | $1.05M | 0.88% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,900 | $1.04M | 0.04% | −300−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 11,825 | $1.04M | 0.04% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 11,820 | $1.03M | 0.09% | 00.0% | Unchanged |
| SRN Advisors, LLC | 11,706 | $1.02M | 0.80% | +546+4.9% | Added |
| Compass Ion Advisors, LLC | 11,662 | $1.02M | 0.15% | +1,375+13.4% | Added |
| Vinva Investment Management Ltd | 11,479 | $1.00M | 0.06% | +3,157+37.9% | Added |
| Greenfield Seitz Capital Management, LLC | 11,400 | $998.0K | 0.37% | 00.0% | Unchanged |
| Equitable Trust Co | 11,343 | $993.0K | 0.07% | +50.0% | Added |
| Gilbert & Cook, Inc. | 11,244 | $984.3K | 0.13% | +355+3.3% | Added |
| Beacon Pointe Advisors, LLC | 11,212 | $981.5K | 0.01% | −768−6.4% | Reduced |
| Chaney Capital Management, Inc. | 10,864 | $951.0K | 0.76% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,845 | $949.4K | 0.10% | +26+0.2% | Added |
| Nomura Holdings Inc | 10,782 | $943.9K | 0.01% | −7,011−39.4% | Reduced |
| FMFE Wealth Management, LLC | 10,528 | $921.6K | 0.85% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,484 | $918.0K | 0.01% | +2,862+37.5% | Added |
| Ossiam | 10,411 | $911.4K | 0.02% | −8,418−44.7% | Reduced |
| Claro Advisors LLC | 10,389 | $909.4K | 0.16% | +56+0.5% | Added |
| Lazard Asset Management LLC | 10,259 | $897.0K | 0.00% | −14,272−58.2% | Reduced |
| Keeley-Teton Advisors, LLC | 10,200 | $892.9K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,185 | $891.6K | 0.00% | +506+5.2% | Added |
| Integrated Wealth Concepts LLC | 10,174 | $890.7K | 0.01% | −197−1.9% | Reduced |
| Brookstone Capital Management | 10,013 | $876.5K | 0.02% | +3,096+44.8% | Added |
| Baker Tilly Wealth Management, LLC | 9,945 | $870.6K | 0.16% | +1,523+18.1% | Added |
| E. Ohman J:or Asset Management AB | 9,900 | $866.6K | 0.02% | 00.0% | Unchanged |
| Invst, LLC | 9,980 | $861.5K | 0.10% | +9,980 | New |
| Glenview Trust Co | 9,811 | $858.9K | 0.02% | +151+1.6% | Added |
| Resonant Capital Advisors, LLC | 9,694 | $848.6K | 0.07% | −76−0.8% | Reduced |
| EP Wealth Advisors, LLC | 9,660 | $845.6K | 0.01% | −390−3.9% | Reduced |
| Virtus ETF Advisers LLC | 9,603 | $840.6K | 0.45% | +853+9.7% | Added |
| Commerce Bank | 9,598 | $840.2K | 0.01% | −247−2.5% | Reduced |
| Metropolitan Life Insurance Co | 9,526 | $833.9K | 0.04% | −88−0.9% | Reduced |