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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 99,929 | $8.93M | 0.94% | −8,623−7.9% | Reduced |
| Boston Trust Walden Corp | 100,558 | $8.99M | 0.07% | +315+0.3% | Added |
| Resona Asset Management Co.,Ltd. | 100,501 | $9.00M | 0.05% | +6,277+6.7% | Added |
| Teacher Retirement System of Texas | 101,776 | $9.10M | 0.05% | −205,316−66.9% | Reduced |
| State of Tennessee, Treasury Department | 102,905 | $9.20M | 0.03% | −12,589−10.9% | Reduced |
| Neuberger Berman Group LLC | 103,067 | $9.22M | 0.01% | −4,410−4.1% | Reduced |
| WealthPlan Investment Management, LLC | 103,615 | $9.26M | 1.40% | −2,280−2.2% | Reduced |
| Treasurer of the State of North Carolina | 103,941 | $9.29M | 0.04% | −4,906−4.5% | Reduced |
| Millennium Management LLC | 104,961 | $9.38M | 0.01% | −284,219−73.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 105,000 | $9.39M | 0.11% | +40,000+61.5% | Added |
| Hantz Financial Services, Inc. | 107,857 | $9.64M | 0.19% | +575+0.5% | Added |
| Quantum Capital Management, LLC | 110,027 | $9.84M | 1.11% | −2,874−2.5% | Reduced |
| Heron Bay Capital Management | 110,599 | $9.89M | 2.11% | +366+0.3% | Added |
| Vaughan David Investments LLC | 113,372 | $10.1M | 0.26% | 00.0% | Unchanged |
| Speece Thorson Capital Group Inc | 114,204 | $10.2M | 2.09% | −23,077−16.8% | Reduced |
| Toronto Dominion Bank | 116,113 | $10.4M | 0.02% | −51,653−30.8% | Reduced |
| Umb Bank N A | 117,687 | $10.5M | 0.17% | −5,463−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 121,990 | $10.9M | 0.02% | +1,435+1.2% | Added |
| BCM Advisors, LLC | 108,940 | $11.0M | 2.60% | +420.0% | Added |
| Man Group plc | 124,869 | $11.2M | 0.03% | −245,605−66.3% | Reduced |
| Lountzis Asset Management, LLC | 126,018 | $11.3M | 5.27% | −986−0.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 129,245 | $11.6M | 0.04% | −1,541−1.2% | Reduced |
| Mattern Capital Management, LLC | 130,509 | $11.7M | 1.61% | −1,238−0.9% | Reduced |
| Yousif Capital Management, LLC | 131,750 | $11.8M | 0.13% | −3,793−2.8% | Reduced |
| Credit Agricole S A | 136,228 | $12.2M | 0.07% | −7,852−5.4% | Reduced |
| Running Oak Capital LLC | 136,739 | $12.2M | 1.90% | −2,215−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 137,349 | $12.3M | 0.02% | +1,280+0.9% | Added |
| Motley Fool Asset Management LLC | 138,865 | $12.4M | 0.82% | −5,772−4.0% | Reduced |
| Omers Administration Corp | 139,480 | $12.5M | 0.12% | +8,380+6.4% | Added |
| Wellington Management Group LLP | 139,925 | $12.5M | 0.00% | −15,734−10.1% | Reduced |
| Sanctuary Advisors, LLC | 154,764 | $12.6M | 0.09% | +154,764 | New |
| Congress Wealth Management LLC | 142,228 | $12.7M | 0.20% | +5,189+3.8% | Added |
| Wilson Asset Management (International) Pty Ltd | 143,443 | $12.8M | 3.36% | +143,443 | New |
| Diamond Hill Capital Management Inc | 143,721 | $12.9M | 0.05% | −7,041−4.7% | Reduced |
| Cooper Investors Pty Ltd | 146,681 | $13.1M | 1.99% | 00.0% | Unchanged |
| Prudential Financial Inc | 150,554 | $13.5M | 0.02% | −34,895−18.8% | Reduced |
| Thrivent Financial for Lutherans | 158,923 | $14.2M | 0.03% | −2,525−1.6% | Reduced |
| LPL Financial LLC | 161,146 | $14.4M | 0.01% | +3,757+2.4% | Added |
| Charter Trust Co | 161,953 | $14.5M | 0.96% | −1,643−1.0% | Reduced |
| Gillson Capital LP | 164,338 | $14.7M | 1.42% | −236,561−59.0% | Reduced |
| Great West Life Assurance Co | 164,621 | $14.7M | 0.03% | +12,322+8.1% | Added |
| Gotham Asset Management, LLC | 168,756 | $15.1M | 0.20% | +31,314+22.8% | Added |
| Voya Investment Management LLC | 173,507 | $15.5M | 0.02% | +4,801+2.8% | Added |
| Whittier Trust Co | 174,466 | $15.6M | 0.22% | +6,942+4.1% | Added |
| Russell Investments Group, Ltd. | 177,516 | $15.9M | 0.03% | −86,266−32.7% | Reduced |
| Zurich Insurance Group Ltd | 180,586 | $16.1M | 0.14% | +180,586 | New |
| Acadian Asset Management LLC | 185,489 | $16.6M | 0.05% | +49,300+36.2% | Added |
| Scout Investments, Inc. | 187,831 | $16.8M | 0.45% | −17,281−8.4% | Reduced |
| Baird Financial Group, Inc. | 188,143 | $16.8M | 0.03% | +1,240+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 189,843 | $17.0M | 0.04% | −40,127−17.4% | Reduced |
| Candriam Luxembourg S.C.A. | 192,135 | $17.2M | 0.10% | −826−0.4% | Reduced |
| Renaissance Technologies LLC | 192,826 | $17.2M | 0.03% | +192,826 | New |
| State of Wisconsin Investment Board | 196,112 | $17.5M | 0.05% | +15,432+8.5% | Added |
| Kennedy Capital Management, Inc. | 213,007 | $19.0M | 0.41% | −8,558−3.9% | Reduced |
| 1832 Asset Management L.P. | 217,470 | $19.4M | 0.04% | −24,868−10.3% | Reduced |
| D. E. Shaw & Co., Inc. | 223,378 | $20.0M | 0.03% | −27,720−11.0% | Reduced |
| New York State Teachers Retirement System | 226,860 | $20.3M | 0.04% | −10,629−4.5% | Reduced |
| Port Capital LLC | 231,368 | $20.7M | 1.04% | +231,368 | New |
| DekaBank Deutsche Girozentrale | 233,140 | $21.0M | 0.04% | −18,699−7.4% | Reduced |
| Summit Wealth Partners, LLC | 236,700 | $21.2M | 4.39% | −8,350−3.4% | Reduced |
| Pictet Asset Management Holding SA | 237,868 | $21.3M | 0.02% | +42,656+21.9% | Added |
| Los Angeles Capital Management LLC | 238,545 | $21.3M | 0.08% | −286,252−54.5% | Reduced |
| TD Asset Management Inc | 251,552 | $22.5M | 0.02% | +29,023+13.0% | Added |
| Victory Capital Management Inc | 252,939 | $22.6M | 0.02% | +20,963+9.0% | Added |
| Amundi | 253,241 | $22.8M | 0.01% | −121,668−32.5% | Reduced |
| Natixis | 255,289 | $22.8M | 0.14% | +193,257+311.5% | Added |
| Alliancebernstein L.P. | 256,192 | $22.9M | 0.01% | −9,367−3.5% | Reduced |
| Woodline Partners LP | 259,029 | $23.2M | 0.22% | +259,029 | New |
| State Board of Administration of Florida Retirement System | 260,537 | $23.3M | 0.05% | −6,653−2.5% | Reduced |
| Danske Bank A/S | 267,295 | $23.9M | 0.09% | +47,116+21.4% | Added |
| Citigroup Inc | 271,157 | $24.2M | 0.02% | −65,581−19.5% | Reduced |
| Prospector Partners LLC | 283,557 | $25.4M | 2.97% | +1,805+0.6% | Added |
| SEI Investments Co | 284,494 | $25.4M | 0.04% | +8,404+3.0% | Added |
| Ferguson Wellman Capital Management, Inc | 306,203 | $27.4M | 0.56% | −18,420−5.7% | Reduced |
| Janney Montgomery Scott LLC | 325,084 | $29.1M | 0.09% | +157,645+94.2% | Added |
| Philo Smith Capital Corp | 325,450 | $29.1M | 8.19% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 336,315 | $30.1M | 0.04% | +2,435+0.7% | Added |
| First Trust Advisors LP | 337,026 | $30.1M | 0.03% | +192,286+132.8% | Added |
| Motley Fool Wealth Management, LLC | 344,484 | $30.8M | 1.57% | +7,365+2.2% | Added |
| National Pension Service | 357,743 | $32.0M | 0.04% | −9,978−2.7% | Reduced |
| Stifel Financial Corp | 365,628 | $32.7M | 0.04% | +25,853+7.6% | Added |
| California State Teachers Retirement System | 365,672 | $32.7M | 0.04% | −23,680−6.1% | Reduced |
| BNP Paribas Arbitrage, SA | 374,156 | $33.5M | 0.04% | +152,170+68.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 376,988 | $33.7M | 0.04% | +24,733+7.0% | Added |
| Bank of Montreal | 366,771 | $33.8M | 0.02% | −336,041−47.8% | Reduced |
| Osterweis Capital Management Inc | 381,051 | $34.1M | 1.76% | −62,617−14.1% | Reduced |
| Polar Capital Holdings Plc | 400,000 | $35.8M | 0.21% | +50,000+14.3% | Added |
| CI Private Wealth, LLC | 408,192 | $36.5M | 0.06% | +99,744+32.3% | Added |
| Cookson Peirce & Co Inc | 414,034 | $37.0M | 1.78% | +57,155+16.0% | Added |
| TimesSquare Capital Management, LLC | 419,192 | $37.5M | 0.59% | −6,100−1.4% | Reduced |
| Snyder Capital Management L P | 429,000 | $38.4M | 0.86% | −7,920−1.8% | Reduced |
| Intech Investment Management LLC | 435,392 | $38.9M | 0.48% | +3,172+0.7% | Added |
| Raymond James & Associates | 459,662 | $41.1M | 0.03% | −29,865−6.1% | Reduced |
| Cresset Asset Management, LLC | 463,248 | $41.4M | 0.18% | +8,714+1.9% | Added |
| HSBC Holdings PLC | 462,848 | $41.5M | 0.03% | +18,283+4.1% | Added |
| Brown Brothers Harriman & Co | 464,911 | $41.6M | 0.31% | +74,477+19.1% | Added |
| Truist Financial Corp | 472,953 | $42.3M | 0.06% | +376,892+392.3% | Added |
| Nomura Asset Management Co Ltd | 476,088 | $42.6M | 0.15% | +22,197+4.9% | Added |
| Dundas Partners LLP | 479,205 | $42.8M | 3.32% | +4,528+1.0% | Added |
| Assenagon Asset Management S.A. | 488,483 | $43.7M | 0.11% | +302,240+162.3% | Added |