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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 15,755 | $1.41M | 0.24% | −900−5.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 15,818 | $1.41M | 0.55% | −482−3.0% | Reduced |
| Prudential PLC | 15,929 | $1.42M | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 16,363 | $1.46M | 0.09% | +16,363 | New |
| American Century Companies Inc | 16,508 | $1.48M | 0.00% | +2,123+14.8% | Added |
| Savant Capital, LLC | 16,520 | $1.48M | 0.01% | −39−0.2% | Reduced |
| QRG Capital Management, Inc. | 16,879 | $1.51M | 0.02% | +1,621+10.6% | Added |
| Great Valley Advisor Group, Inc. | 16,908 | $1.51M | 0.04% | +16,908 | New |
| Evermay Wealth Management LLC | 16,980 | $1.52M | 0.24% | 00.0% | Unchanged |
| Zacks Investment Management | 17,006 | $1.52M | 0.02% | +17,006 | New |
| Global Retirement Partners, LLC | 17,252 | $1.54M | 0.05% | +15,580+931.8% | Added |
| Cim, LLC | 14,784 | $1.55M | 0.23% | +76+0.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 17,443 | $1.56M | 0.55% | −5,294−23.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,446 | $1.56M | 0.01% | +728+4.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,379 | $1.57M | 0.07% | +17,379 | New |
| Twin Capital Management Inc | 17,642 | $1.58M | 0.19% | +98+0.6% | Added |
| Trueblood Wealth Management, LLC | 17,741 | $1.59M | 0.90% | +21+0.1% | Added |
| Bokf, NA | 17,803 | $1.59M | 0.03% | +17,797+296,616.7% | Added |
| Kentucky Retirement Systems | 17,841 | $1.60M | 0.05% | −98−0.5% | Reduced |
| PGGM Investments | 17,910 | $1.60M | 0.02% | −1,958−9.9% | Reduced |
| Maryland State Retirement & Pension System | 18,099 | $1.62M | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 18,129 | $1.62M | 0.04% | −1,219−6.3% | Reduced |
| Mizuho Securities USA LLC | 18,250 | $1.63M | 0.04% | +18,250 | New |
| Threadgill Financial, LLC | 18,363 | $1.64M | 0.77% | +658+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,225 | $1.64M | 0.01% | −19,921−52.2% | Reduced |
| Central Pacific Bank - Trust Division | 18,511 | $1.66M | 0.20% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,535 | $1.66M | 0.00% | −7,918−29.9% | Reduced |
| Prospera Financial Services Inc | 18,711 | $1.67M | 0.05% | +509+2.8% | Added |
| Teachers Retirement System of the State of Kentucky | 18,723 | $1.68M | 0.02% | −558−2.9% | Reduced |
| Atom Investors LP | 18,744 | $1.68M | 0.17% | −3,298−15.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19,445 | $1.74M | 0.54% | +19,445 | New |
| CX Institutional | 19,457 | $1.74M | 0.08% | −90−0.5% | Reduced |
| JustInvest LLC | 19,513 | $1.74M | 0.03% | +4,412+29.2% | Added |
| GWM Advisors LLC | 19,556 | $1.75M | 0.01% | +484+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 19,634 | $1.76M | 0.00% | +491+2.6% | Added |
| Gulf International Bank (UK) Ltd | 19,941 | $1.78M | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,026 | $1.79M | 0.01% | +2,635+15.2% | Added |
| Empowered Funds, LLC | 20,266 | $1.81M | 0.03% | +16,757+477.5% | Added |
| Oregon Public Employees Retirement Fund | 20,339 | $1.82M | 0.04% | +100+0.5% | Added |
| Edgestream Partners, L.P. | 20,341 | $1.82M | 0.09% | −70,928−77.7% | Reduced |
| Elo Mutual Pension Insurance Co | 20,499 | $1.83M | 0.04% | −1,605−7.3% | Reduced |
| UniSuper Management Pty Ltd | 20,528 | $1.84M | 0.02% | +6,777+49.3% | Added |
| Illinois Municipal Retirement Fund | 20,702 | $1.85M | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 20,745 | $1.85M | 0.17% | −427−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 20,811 | $1.86M | 0.06% | +8,986+76.0% | Added |
| Sabal Trust CO | 20,882 | $1.87M | 0.11% | −2,345−10.1% | Reduced |
| Nordea Investment Management AB | 20,911 | $1.88M | 0.00% | +809+4.0% | Added |
| Cacti Asset Management LLC | 21,000 | $1.89M | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 21,413 | $1.91M | 0.01% | −187−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,690 | $1.94M | 0.01% | +1,088+5.3% | Added |
| Salem Investment Counselors Inc | 22,000 | $1.97M | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,272 | $1.99M | 0.02% | +18,966+573.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $2.02M | 0.02% | +286+1.3% | Added |
| Crossmark Global Holdings, Inc. | 22,816 | $2.04M | 0.04% | +685+3.1% | Added |
| Schroder Investment Management Group | 23,415 | $2.09M | 0.00% | −65,330−73.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,769 | $2.13M | 0.01% | +23,769 | New |
| TAP Consulting, LLC | 23,776 | $2.13M | 0.45% | +2,004+9.2% | Added |
| Harbor Advisors LLC | 24,000 | $2.15M | 0.39% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 24,054 | $2.15M | 0.16% | −207−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,072 | $2.15M | 0.24% | +24,072 | New |
| Balyasny Asset Management LLC | 24,136 | $2.16M | 0.01% | −35,083−59.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,176 | $2.16M | 0.16% | +2,123+9.6% | Added |
| Public Employees Retirement Association of Colorado | 24,601 | $2.20M | 0.01% | −821−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 24,621 | $2.20M | 0.01% | +595+2.5% | Added |
| Carmignac Gestion | 24,805 | $2.22M | 0.04% | −6,706−21.3% | Reduced |
| Janus Henderson Group PLC | 25,195 | $2.25M | 0.00% | −5,234−17.2% | Reduced |
| Tower Research Capital LLC (TRC) | 25,410 | $2.27M | 0.04% | +18,822+285.7% | Added |
| Pathstone Holdings, LLC | 25,623 | $2.29M | 0.01% | −613−2.3% | Reduced |
| Panagora Asset Management Inc | 25,648 | $2.29M | 0.01% | +4,439+20.9% | Added |
| State of Alaska, Department of Revenue | 25,743 | $2.30M | 0.03% | +110+0.4% | Added |
| Kesler, Norman & Wride, LLC | 26,190 | $2.34M | 0.50% | −2,081−7.4% | Reduced |
| Daiwa Securities Group Inc. | 26,293 | $2.35M | 0.01% | +746+2.9% | Added |
| Stephens Inc | 26,677 | $2.39M | 0.04% | −826−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,714 | $2.39M | 0.02% | +7,239+37.2% | Added |
| Agf Management Ltd | 26,850 | $2.40M | 0.01% | −153−0.6% | Reduced |
| Cetera Investment Advisers | 27,338 | $2.44M | 0.01% | +10,313+60.6% | Added |
| Penobscot Investment Management Company, Inc. | 27,833 | $2.49M | 0.24% | +6,715+31.8% | Added |
| Insight Wealth Strategies, LLC | 27,893 | $2.49M | 0.35% | +322+1.2% | Added |
| Ironwood Investment Counsel, LLC | 28,113 | $2.51M | 0.45% | −12,275−30.4% | Reduced |
| Bessemer Group Inc | 28,202 | $2.52M | 0.00% | −1,787−6.0% | Reduced |
| MML Investors Services, LLC | 28,473 | $2.55M | 0.01% | +10,191+55.7% | Added |
| Mount Lucas Management LP | 28,494 | $2.55M | 0.90% | +28,494 | New |
| D.A. Davidson & Co. | 28,652 | $2.56M | 0.02% | +4,769+20.0% | Added |
| Coldstream Capital Management Inc | 28,846 | $2.58M | 0.06% | +668+2.4% | Added |
| Bank of Nova Scotia | 28,981 | $2.59M | 0.01% | −64,846−69.1% | Reduced |
| J. Safra Sarasin Holding AG | 29,115 | $2.60M | 0.05% | +29,115 | New |
| Wealthcare Advisory Partners LLC | 29,241 | $2.61M | 0.08% | −846−2.8% | Reduced |
| ING Groep NV | 29,284 | $2.62M | 0.02% | +29,284 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,411 | $2.63M | 0.01% | −1,615−5.2% | Reduced |
| FJ Capital Management LLC | 29,520 | $2.64M | 0.28% | −953−3.1% | Reduced |
| Wedge Capital Management L L P | 29,735 | $2.66M | 0.05% | −37,125−55.5% | Reduced |
| Creative Planning | 29,780 | $2.66M | 0.00% | +12,236+69.7% | Added |
| Nissay Asset Management Corp | 29,998 | $2.68M | 0.02% | +674+2.3% | Added |
| Oppenheimer Asset Management Inc. | 30,128 | $2.69M | 0.03% | −354−1.2% | Reduced |
| Atria Investments LLC | 30,643 | $2.74M | 0.04% | +6,942+29.3% | Added |
| First Hawaiian Bank | 30,967 | $2.77M | 0.09% | +599+2.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 31,105 | $2.78M | 0.03% | +6,675+27.3% | Added |
| Crawford Investment Counsel Inc | 31,110 | $2.78M | 0.05% | +935+3.1% | Added |
| RSM US Wealth Management LLC | 31,241 | $2.78M | 0.05% | +6,614+26.9% | Added |
| KBC Group NV | 31,721 | $2.84M | 0.01% | −8,200−20.5% | Reduced |