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 |
|---|---|---|---|---|---|
| Vancity Investment Management Ltd | 489,460 | $43.8M | 2.78% | +266,615+119.6% | Added |
| Ameriprise Financial Inc | 505,115 | $45.2M | 0.01% | +186,854+58.7% | Added |
| Schwartz Investment Counsel Inc | 519,150 | $46.4M | 1.72% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 531,435 | $47.5M | 1.14% | +61,021+13.0% | Added |
| Allianz Asset Management GmbH | 536,426 | $48.0M | 0.08% | −551,429−50.7% | Reduced |
| Nuveen Asset Management, LLC | 536,603 | $48.0M | 0.01% | −225,073−29.5% | Reduced |
| Rhumbline Advisers | 537,074 | $48.0M | 0.05% | −2580.0% | Reduced |
| Point72 Asset Management, L.P. | 540,534 | $48.3M | 0.16% | −186,128−25.6% | Reduced |
| Confluence Investment Management LLC | 552,705 | $49.4M | 0.71% | −13,874−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 580,124 | $51.9M | 0.04% | −47,884−7.6% | Reduced |
| Price T Rowe Associates Inc | 619,589 | $55.4M | 0.01% | +226,317+57.5% | Added |
| Boston Financial Mangement LLC | 626,703 | $56.0M | 1.78% | −4,342−0.7% | Reduced |
| UBS Group AG | 647,124 | $57.9M | 0.02% | −33,032−4.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 656,116 | $58.7M | 0.13% | −42,742−6.1% | Reduced |
| Tandem Investment Advisors, Inc. | 691,316 | $61.8M | 2.46% | −3,486−0.5% | Reduced |
| Swiss National Bank | 719,200 | $64.3M | 0.04% | −5,200−0.7% | Reduced |
| Chilton Investment Co LLC | 729,389 | $65.2M | 1.84% | +519,721+247.9% | Added |
| Natixis Advisors, L.P. | 733,668 | $65.6M | 0.14% | +406,064+123.9% | Added |
| Envestnet Asset Management Inc | 738,941 | $66.1M | 0.02% | +194,031+35.6% | Added |
| FIL Ltd | 772,388 | $69.1M | 0.07% | +482,266+166.2% | Added |
| FMR LLC | 779,179 | $69.7M | 0.00% | −88,322−10.2% | Reduced |
| Liontrust Investment Partners LLP | 974,867 | $87.2M | 1.24% | −321,228−24.8% | Reduced |
| Deutsche Bank AG | 1,126,151 | $100.7M | 0.05% | +265,920+30.9% | Added |
| California Public Employees Retirement System | 1,155,471 | $103.3M | 0.08% | −285,090−19.8% | Reduced |
| Legal & General Group Plc | 1,177,186 | $105.3M | 0.03% | +36,513+3.2% | Added |
| JPMorgan Chase & Co | 1,189,521 | $106.4M | 0.01% | +116,777+10.9% | Added |
| Charles Schwab Investment Management Inc | 1,297,720 | $116.0M | 0.02% | +29,878+2.4% | Added |
| Close Asset Management Ltd | 1,334,103 | $119.3M | 4.06% | +789+0.1% | Added |
| Congress Asset Management Co | 1,377,185 | $123.1M | 0.88% | −20,411−1.5% | Reduced |
| Bank of New York Mellon Corp | 1,414,863 | $126.5M | 0.02% | −119,115−7.8% | Reduced |
| Capital World Investors | 1,425,880 | $127.5M | 0.02% | +12,656+0.9% | Added |
| CIBC Private Wealth Group, LLC | 1,415,763 | $128.2M | 0.24% | +23,297+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,508,123 | $134.8M | 0.33% | +99,155+7.0% | Added |
| Dimensional Fund Advisors LP | 1,553,396 | $138.9M | 0.04% | +114,688+8.0% | Added |
| Clarkston Capital Partners, LLC | 1,588,285 | $142.0M | 2.71% | −1,028,540−39.3% | Reduced |
| Madison Asset Management, LLC | 1,667,506 | $149.1M | 1.85% | +132,599+8.6% | Added |
| UBS Asset Management Americas Inc | 1,742,279 | $155.8M | 0.04% | +341,797+24.4% | Added |
| Royal London Asset Management Ltd | 2,068,333 | $184.9M | 0.47% | +1,059,711+105.1% | Added |
| Bank of America Corp | 2,070,341 | $185.1M | 0.02% | +66,151+3.3% | Added |
| Barclays PLC | 2,094,602 | $187.3M | 0.09% | +1,248,352+147.5% | Added |
| Northern Trust Corp | 2,173,708 | $194.4M | 0.03% | +27,837+1.3% | Added |
| ProShare Advisors LLC | 2,194,639 | $196.2M | 0.52% | −57,062−2.5% | Reduced |
| Storebrand Asset Management AS | 2,214,224 | $198.0M | 0.66% | −1,878−0.1% | Reduced |
| Fenimore Asset Management Inc | 2,413,035 | $215.7M | 4.73% | +5,032+0.2% | Added |
| Royal Bank of Canada | 2,458,173 | $219.8M | 0.05% | +242,753+11.0% | Added |
| Invesco Ltd. | 2,581,866 | $230.8M | 0.05% | −117,278−4.3% | Reduced |
| APG Asset Management N.V. | 2,910,542 | $242.8M | 0.43% | −110,105−3.6% | Reduced |
| First Eagle Investment Management, LLC | 3,102,450 | $277.4M | 0.63% | −6,770−0.2% | Reduced |
| Wells Fargo & Company | 3,317,357 | $296.6M | 0.08% | −24,714−0.7% | Reduced |
| Norges Bank | 3,345,422 | $299.1M | 0.04% | +294,419+9.6% | Added |
| Manufacturers Life Insurance Company, The | 3,489,305 | $312.0M | 0.29% | +687,783+24.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,887,245 | $347.6M | 0.57% | −685,296−15.0% | Reduced |
| Goldman Sachs Group Inc | 4,018,407 | $359.3M | 0.07% | +498,330+14.2% | Added |
| Geode Capital Management, LLC | 5,988,633 | $534.1M | 0.05% | +198,132+3.4% | Added |
| Morgan Stanley | 8,883,452 | $794.3M | 0.06% | +17,576+0.2% | Added |
| State Street Corp | 10,862,778 | $971.2M | 0.04% | +30,738+0.3% | Added |
| Principal Financial Group Inc | 12,804,979 | $1.14B | 0.68% | +86,824+0.7% | Added |
| Select Equity Group, L.P. | 13,133,796 | $1.17B | 4.66% | −472,594−3.5% | Reduced |
| BlackRock Inc. | 16,671,722 | $1.49B | 0.03% | +72,540+0.4% | Added |
| Vanguard Group Inc | 28,695,553 | $2.57B | 0.05% | +340,248+1.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −457,423−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −220,305−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −117,939−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −106,244−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −64,351−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −48,828−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −46,054−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,167−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −15,493−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,069−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,010−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,526−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −5,908−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −5,716−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,687−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,518−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −3,071−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |