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, Q2 2024
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 760
- +50 vs. Q1 2024
- Shares held
- 209.2M
- +3.35M (+1.6%) vs. Q1 2024
- Total value
- $18.7B
- +$702.2M (+3.9%) vs. Q1 2024
- New holders
- 101
- 301 more added
- Sold out
- 51
- 232 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,695,553 | $2.57B | 0.05% | +340,248+1.2% | Added |
| BlackRock Inc. | 16,671,722 | $1.49B | 0.03% | +72,540+0.4% | Added |
| Select Equity Group, L.P. | 13,133,796 | $1.17B | 4.66% | −472,594−3.5% | Reduced |
| Principal Financial Group Inc | 12,804,979 | $1.14B | 0.68% | +86,824+0.7% | Added |
| State Street Corp | 10,862,778 | $971.2M | 0.04% | +30,738+0.3% | Added |
| Morgan Stanley | 8,883,452 | $794.3M | 0.06% | +17,576+0.2% | Added |
| Geode Capital Management, LLC | 5,988,633 | $534.1M | 0.05% | +198,132+3.4% | Added |
| Goldman Sachs Group Inc | 4,018,407 | $359.3M | 0.07% | +498,330+14.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,887,245 | $347.6M | 0.57% | −685,296−15.0% | Reduced |
| Manufacturers Life Insurance Company, The | 3,489,305 | $312.0M | 0.29% | +687,783+24.6% | Added |
| Norges Bank | 3,345,422 | $299.1M | 0.04% | +294,419+9.6% | Added |
| Wells Fargo & Company | 3,317,357 | $296.6M | 0.08% | −24,714−0.7% | Reduced |
| First Eagle Investment Management, LLC | 3,102,450 | $277.4M | 0.63% | −6,770−0.2% | Reduced |
| APG Asset Management N.V. | 2,910,542 | $242.8M | 0.43% | −110,105−3.6% | Reduced |
| Invesco Ltd. | 2,581,866 | $230.8M | 0.05% | −117,278−4.3% | Reduced |
| Royal Bank of Canada | 2,458,173 | $219.8M | 0.05% | +242,753+11.0% | Added |
| Fenimore Asset Management Inc | 2,413,035 | $215.7M | 4.73% | +5,032+0.2% | Added |
| Storebrand Asset Management AS | 2,214,224 | $198.0M | 0.66% | −1,878−0.1% | Reduced |
| ProShare Advisors LLC | 2,194,639 | $196.2M | 0.52% | −57,062−2.5% | Reduced |
| Northern Trust Corp | 2,173,708 | $194.4M | 0.03% | +27,837+1.3% | Added |
| Barclays PLC | 2,094,602 | $187.3M | 0.09% | +1,248,352+147.5% | Added |
| Bank of America Corp | 2,070,341 | $185.1M | 0.02% | +66,151+3.3% | Added |
| Royal London Asset Management Ltd | 2,068,333 | $184.9M | 0.47% | +1,059,711+105.1% | Added |
| UBS Asset Management Americas Inc | 1,742,279 | $155.8M | 0.04% | +341,797+24.4% | Added |
| Madison Asset Management, LLC | 1,667,506 | $149.1M | 1.85% | +132,599+8.6% | Added |
| Clarkston Capital Partners, LLC | 1,588,285 | $142.0M | 2.71% | −1,028,540−39.3% | Reduced |
| Dimensional Fund Advisors LP | 1,553,396 | $138.9M | 0.04% | +114,688+8.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,508,123 | $134.8M | 0.33% | +99,155+7.0% | Added |
| CIBC Private Wealth Group, LLC | 1,415,763 | $128.2M | 0.24% | +23,297+1.7% | Added |
| Capital World Investors | 1,425,880 | $127.5M | 0.02% | +12,656+0.9% | Added |
| Bank of New York Mellon Corp | 1,414,863 | $126.5M | 0.02% | −119,115−7.8% | Reduced |
| Congress Asset Management Co | 1,377,185 | $123.1M | 0.88% | −20,411−1.5% | Reduced |
| Close Asset Management Ltd | 1,334,103 | $119.3M | 4.06% | +789+0.1% | Added |
| Charles Schwab Investment Management Inc | 1,297,720 | $116.0M | 0.02% | +29,878+2.4% | Added |
| JPMorgan Chase & Co | 1,189,521 | $106.4M | 0.01% | +116,777+10.9% | Added |
| Legal & General Group Plc | 1,177,186 | $105.3M | 0.03% | +36,513+3.2% | Added |
| California Public Employees Retirement System | 1,155,471 | $103.3M | 0.08% | −285,090−19.8% | Reduced |
| Deutsche Bank AG | 1,126,151 | $100.7M | 0.05% | +265,920+30.9% | Added |
| Liontrust Investment Partners LLP | 974,867 | $87.2M | 1.24% | −321,228−24.8% | Reduced |
| FMR LLC | 779,179 | $69.7M | 0.00% | −88,322−10.2% | Reduced |
| FIL Ltd | 772,388 | $69.1M | 0.07% | +482,266+166.2% | Added |
| Envestnet Asset Management Inc | 738,941 | $66.1M | 0.02% | +194,031+35.6% | Added |
| Natixis Advisors, L.P. | 733,668 | $65.6M | 0.14% | +406,064+123.9% | Added |
| Chilton Investment Co LLC | 729,389 | $65.2M | 1.84% | +519,721+247.9% | Added |
| Swiss National Bank | 719,200 | $64.3M | 0.04% | −5,200−0.7% | Reduced |
| Tandem Investment Advisors, Inc. | 691,316 | $61.8M | 2.46% | −3,486−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 656,116 | $58.7M | 0.13% | −42,742−6.1% | Reduced |
| UBS Group AG | 647,124 | $57.9M | 0.02% | −33,032−4.9% | Reduced |
| Boston Financial Mangement LLC | 626,703 | $56.0M | 1.78% | −4,342−0.7% | Reduced |
| Price T Rowe Associates Inc | 619,589 | $55.4M | 0.01% | +226,317+57.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 580,124 | $51.9M | 0.04% | −47,884−7.6% | Reduced |
| Confluence Investment Management LLC | 552,705 | $49.4M | 0.71% | −13,874−2.4% | Reduced |
| Point72 Asset Management, L.P. | 540,534 | $48.3M | 0.16% | −186,128−25.6% | Reduced |
| Rhumbline Advisers | 537,074 | $48.0M | 0.05% | −2580.0% | Reduced |
| Nuveen Asset Management, LLC | 536,603 | $48.0M | 0.01% | −225,073−29.5% | Reduced |
| Allianz Asset Management GmbH | 536,426 | $48.0M | 0.08% | −551,429−50.7% | Reduced |
| CBOE Vest Financial, LLC | 531,435 | $47.5M | 1.14% | +61,021+13.0% | Added |
| Schwartz Investment Counsel Inc | 519,150 | $46.4M | 1.72% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 505,115 | $45.2M | 0.01% | +186,854+58.7% | Added |
| Vancity Investment Management Ltd | 489,460 | $43.8M | 2.78% | +266,615+119.6% | Added |
| Assenagon Asset Management S.A. | 488,483 | $43.7M | 0.11% | +302,240+162.3% | Added |
| Dundas Partners LLP | 479,205 | $42.8M | 3.32% | +4,528+1.0% | Added |
| Nomura Asset Management Co Ltd | 476,088 | $42.6M | 0.15% | +22,197+4.9% | Added |
| Truist Financial Corp | 472,953 | $42.3M | 0.06% | +376,892+392.3% | Added |
| Brown Brothers Harriman & Co | 464,911 | $41.6M | 0.31% | +74,477+19.1% | Added |
| HSBC Holdings PLC | 462,848 | $41.5M | 0.03% | +18,283+4.1% | Added |
| Cresset Asset Management, LLC | 463,248 | $41.4M | 0.18% | +8,714+1.9% | Added |
| Raymond James & Associates | 459,662 | $41.1M | 0.03% | −29,865−6.1% | Reduced |
| Intech Investment Management LLC | 435,392 | $38.9M | 0.48% | +3,172+0.7% | Added |
| Snyder Capital Management L P | 429,000 | $38.4M | 0.86% | −7,920−1.8% | Reduced |
| TimesSquare Capital Management, LLC | 419,192 | $37.5M | 0.59% | −6,100−1.4% | Reduced |
| Cookson Peirce & Co Inc | 414,034 | $37.0M | 1.78% | +57,155+16.0% | Added |
| CI Private Wealth, LLC | 408,192 | $36.5M | 0.06% | +99,744+32.3% | Added |
| Polar Capital Holdings Plc | 400,000 | $35.8M | 0.21% | +50,000+14.3% | Added |
| Osterweis Capital Management Inc | 381,051 | $34.1M | 1.76% | −62,617−14.1% | Reduced |
| Bank of Montreal | 366,771 | $33.8M | 0.02% | −336,041−47.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 376,988 | $33.7M | 0.04% | +24,733+7.0% | Added |
| BNP Paribas Arbitrage, SA | 374,156 | $33.5M | 0.04% | +152,170+68.5% | Added |
| California State Teachers Retirement System | 365,672 | $32.7M | 0.04% | −23,680−6.1% | Reduced |
| Stifel Financial Corp | 365,628 | $32.7M | 0.04% | +25,853+7.6% | Added |
| National Pension Service | 357,743 | $32.0M | 0.04% | −9,978−2.7% | Reduced |
| Motley Fool Wealth Management, LLC | 344,484 | $30.8M | 1.57% | +7,365+2.2% | Added |
| First Trust Advisors LP | 337,026 | $30.1M | 0.03% | +192,286+132.8% | Added |
| New York State Common Retirement Fund | 336,315 | $30.1M | 0.04% | +2,435+0.7% | Added |
| Philo Smith Capital Corp | 325,450 | $29.1M | 8.19% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 325,084 | $29.1M | 0.09% | +157,645+94.2% | Added |
| Ferguson Wellman Capital Management, Inc | 306,203 | $27.4M | 0.56% | −18,420−5.7% | Reduced |
| SEI Investments Co | 284,494 | $25.4M | 0.04% | +8,404+3.0% | Added |
| Prospector Partners LLC | 283,557 | $25.4M | 2.97% | +1,805+0.6% | Added |
| Citigroup Inc | 271,157 | $24.2M | 0.02% | −65,581−19.5% | Reduced |
| Danske Bank A/S | 267,295 | $23.9M | 0.09% | +47,116+21.4% | Added |
| State Board of Administration of Florida Retirement System | 260,537 | $23.3M | 0.05% | −6,653−2.5% | Reduced |
| Woodline Partners LP | 259,029 | $23.2M | 0.22% | +259,029 | New |
| Alliancebernstein L.P. | 256,192 | $22.9M | 0.01% | −9,367−3.5% | Reduced |
| Natixis | 255,289 | $22.8M | 0.14% | +193,257+311.5% | Added |
| Amundi | 253,241 | $22.8M | 0.01% | −121,668−32.5% | Reduced |
| Victory Capital Management Inc | 252,939 | $22.6M | 0.02% | +20,963+9.0% | Added |
| TD Asset Management Inc | 251,552 | $22.5M | 0.02% | +29,023+13.0% | Added |
| Los Angeles Capital Management LLC | 238,545 | $21.3M | 0.08% | −286,252−54.5% | Reduced |
| Pictet Asset Management Holding SA | 237,868 | $21.3M | 0.02% | +42,656+21.9% | Added |