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 |
|---|---|---|---|---|---|
| Terry L. Blaker | 31,750 | $2.84M | 0.11% | +338+1.1% | Added |
| Covey Capital Advisors, LLC | 32,386 | $2.90M | 3.34% | +1,021+3.3% | Added |
| New York Life Investment Management LLC | 32,656 | $2.92M | 0.03% | +252+0.8% | Added |
| First National Advisers, LLC | 34,290 | $3.07M | 0.56% | −5,485−13.8% | Reduced |
| CIBC Asset Management Inc | 34,363 | $3.07M | 0.01% | +656+1.9% | Added |
| Toroso Investments, LLC | 34,433 | $3.08M | 0.04% | +13,174+62.0% | Added |
| Cerity Partners LLC | 35,383 | $3.16M | 0.01% | −29,807−45.7% | Reduced |
| US Bancorp | 35,509 | $3.17M | 0.00% | −1,564−4.2% | Reduced |
| Advisory Services Network, LLC | 35,701 | $3.19M | 0.07% | +573+1.6% | Added |
| Integrity Financial Corp | 35,772 | $3.20M | 2.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 36,213 | $3.24M | 1.05% | +95+0.3% | Added |
| Brendel Financial Advisors LLC | 36,774 | $3.29M | 2.09% | +36,774 | New |
| Tredje AP-fonden | 37,574 | $3.36M | 0.03% | −594−1.6% | Reduced |
| Otter Creek Advisors, LLC | 37,649 | $3.37M | 2.18% | +17,102+83.2% | Added |
| Silphium Asset Management Ltd | 38,212 | $3.42M | 1.63% | +2,371+6.6% | Added |
| Davenport & Co LLC | 38,559 | $3.45M | 0.02% | +32,558+542.5% | Added |
| Worldquant Millennium Advisors LLC | 38,664 | $3.46M | 0.03% | +33,583+661.0% | Added |
| Steward Partners Investment Advisory, LLC | 38,702 | $3.46M | 0.04% | +7,516+24.1% | Added |
| Forsta Ap-Fonden | 39,200 | $3.50M | 0.03% | −5,200−11.7% | Reduced |
| Utah Retirement Systems | 39,290 | $3.51M | 0.04% | −1,646−4.0% | Reduced |
| Elser Financial Planning, Inc | 39,779 | $3.56M | 0.59% | +39,779 | New |
| Public Sector Pension Investment Board | 40,185 | $3.59M | 0.02% | +2,990+8.0% | Added |
| D L Carlson Investment Group Inc | 40,598 | $3.63M | 0.70% | +40,598 | New |
| HWG Holdings LP | 41,043 | $3.67M | 1.35% | +41,043 | New |
| Achmea Investment Management B.V. | 41,110 | $3.68M | 0.07% | +2,473+6.4% | Added |
| Catalyst Capital Advisors LLC | 41,575 | $3.72M | 0.09% | −250−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,797 | $3.74M | 0.01% | +2,465+6.3% | Added |
| Xponance, Inc. | 41,870 | $3.74M | 0.04% | +994+2.4% | Added |
| DnB Asset Management AS | 41,976 | $3.75M | 0.02% | +2,965+7.6% | Added |
| Wall Street Access Asset Management, LLC | 42,048 | $3.76M | 1.54% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 42,124 | $3.77M | 0.04% | −1,114−2.6% | Reduced |
| SG Americas Securities, LLC | 42,182 | $3.77M | 0.02% | −17,367−29.2% | Reduced |
| The PNC Financial Services Group, Inc. | 42,520 | $3.80M | 0.00% | −33,761−44.3% | Reduced |
| Henshaw Capital LLC | 42,869 | $3.83M | 0.17% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 43,825 | $3.95M | 0.95% | +3,215+7.9% | Added |
| Tower Bridge Advisors | 44,565 | $3.98M | 0.44% | −13,517−23.3% | Reduced |
| Pacer Advisors, Inc. | 44,679 | $3.99M | 0.01% | −3,857−7.9% | Reduced |
| Jump Financial, LLC | 45,088 | $4.03M | 0.08% | +30,664+212.6% | Added |
| Czech National Bank | 45,116 | $4.03M | 0.05% | +3,554+8.6% | Added |
| Heirloom Wealth Management | 45,572 | $4.07M | 1.32% | +45,572 | New |
| CIBC World Markets Corp | 45,681 | $4.08M | 0.03% | −14,510−24.1% | Reduced |
| Independent Advisor Alliance | 46,009 | $4.11M | 0.14% | −355−0.8% | Reduced |
| British Columbia Investment Management Corp | 46,524 | $4.16M | 0.03% | +17,642+61.1% | Added |
| Captrust Financial Advisors | 47,624 | $4.26M | 0.01% | +2,966+6.6% | Added |
| Handelsbanken Fonder AB | 47,634 | $4.26M | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 48,932 | $4.38M | 0.92% | −9,724−16.6% | Reduced |
| Great Lakes Advisors, LLC | 49,296 | $4.41M | 0.04% | −789−1.6% | Reduced |
| Amalgamated Bank | 49,530 | $4.43M | 0.04% | −297−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,456 | $4.51M | 0.02% | +60.0% | Added |
| Quantinno Capital Management LP | 51,357 | $4.59M | 0.08% | +6,920+15.6% | Added |
| Park National Corp | 52,000 | $4.65M | 0.17% | −6,800−11.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,004 | $4.65M | 0.03% | +147+0.3% | Added |
| Retirement Systems of Alabama | 52,227 | $4.67M | 0.02% | +91+0.2% | Added |
| Aviva PLC | 53,244 | $4.76M | 0.01% | −17,758−25.0% | Reduced |
| IFM Investors Pty Ltd | 54,226 | $4.85M | 0.05% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 56,065 | $5.01M | 0.78% | +56,065 | New |
| Mariner, LLC | 56,980 | $5.09M | 0.01% | +1,635+3.0% | Added |
| First National Bank of Omaha | 58,187 | $5.20M | 0.34% | +12,791+28.2% | Added |
| WealthPLAN Partners, LLC | 58,537 | $5.23M | 0.56% | −1,687−2.8% | Reduced |
| Canada Pension Plan Investment Board | 58,702 | $5.25M | 0.01% | −5,924−9.2% | Reduced |
| Leavell Investment Management, Inc. | 59,131 | $5.29M | 0.29% | +1,931+3.4% | Added |
| Susquehanna International Group, LLP | 61,131 | $5.47M | 0.01% | +3,415+5.9% | Added |
| WCM Investment Management, LLC | 60,743 | $5.48M | 0.01% | +86+0.1% | Added |
| Advisor Group Holdings, Inc. | 62,035 | $5.55M | 0.01% | +20,796+50.4% | Added |
| Corebridge Financial, Inc. | 63,336 | $5.66M | 0.03% | +63,336 | New |
| Andra AP-fonden | 63,800 | $5.70M | 0.10% | −24,700−27.9% | Reduced |
| Qube Research & Technologies Ltd | 63,859 | $5.71M | 0.01% | −220,386−77.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 64,323 | $5.75M | 0.01% | +18,462+40.3% | Added |
| State of Michigan Retirement System | 64,851 | $5.80M | 0.03% | +100+0.2% | Added |
| National Bank of Canada | 65,105 | $5.80M | 0.01% | +12,955+24.8% | Added |
| Southeast Asset Advisors Inc. | 65,738 | $5.88M | 0.71% | −577−0.9% | Reduced |
| Korea Investment CORP | 66,612 | $5.96M | 0.02% | −38,041−36.3% | Reduced |
| Arizona State Retirement System | 66,732 | $5.97M | 0.04% | +196+0.3% | Added |
| Federated Hermes, Inc. | 68,030 | $6.08M | 0.01% | +280.0% | Added |
| MetLife Investment Management | 68,055 | $6.08M | 0.04% | +8,912+15.1% | Added |
| Nisa Investment Advisors, LLC | 68,246 | $6.10M | 0.04% | +250.0% | Added |
| Forte Capital LLC | 68,964 | $6.17M | 0.74% | +883+1.3% | Added |
| Mackenzie Financial Corp | 69,812 | $6.24M | 0.01% | +32,226+85.7% | Added |
| Adage Capital Partners GP, L.L.C. | 72,100 | $6.45M | 0.01% | −459,600−86.4% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 73,043 | $6.53M | 0.07% | +73,043 | New |
| HighTower Advisors, LLC | 73,605 | $6.57M | 0.01% | +18,933+34.6% | Added |
| TownSquare Capital, LLC | 74,760 | $6.68M | 0.09% | +19,998+36.5% | Added |
| Mizuho Markets Americas LLC | 74,919 | $6.70M | 0.18% | −53,263−41.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 75,555 | $6.75M | 0.19% | +2,797+3.8% | Added |
| Spring Capital Management, LLC | 100,012 | $6.88M | 5.43% | +8,137+8.9% | Added |
| Caisse de Depot Et Placement du Quebec | 78,880 | $7.05M | 0.02% | +150.0% | Added |
| Guggenheim Capital LLC | 80,608 | $7.21M | 0.05% | +16,203+25.2% | Added |
| AXA S.A. | 82,100 | $7.34M | 0.02% | −13,100−13.8% | Reduced |
| Rafferty Asset Management, LLC | 83,277 | $7.45M | 0.03% | +193+0.2% | Added |
| State of New Jersey Common Pension Fund D | 84,370 | $7.54M | 0.03% | −49,265−36.9% | Reduced |
| Franklin Resources Inc | 87,592 | $7.83M | 0.00% | +36,272+70.7% | Added |
| Standard Life Aberdeen plc | 88,453 | $7.91M | 0.02% | −20,214−18.6% | Reduced |
| Jane Street Group, LLC | 88,658 | $7.93M | 0.01% | +49,027+123.7% | Added |
| Pictet North America Advisors SA | 88,728 | $7.93M | 0.86% | +88,728 | New |
| Comerica Bank | 90,622 | $8.10M | 0.03% | −35,385−28.1% | Reduced |
| Asset Management One Co.,Ltd. | 92,491 | $8.27M | 0.03% | −1,915−2.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 95,100 | $8.50M | 0.06% | −2,700−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 97,308 | $8.70M | 0.03% | −2,479−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 98,821 | $8.84M | 0.16% | +1,584+1.6% | Added |
| ArrowMark Colorado Holdings LLC | 99,235 | $8.87M | 0.11% | −15,244−13.3% | Reduced |