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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 236,700 | $21.2M | 4.39% | −8,350−3.4% | Reduced |
| DekaBank Deutsche Girozentrale | 233,140 | $21.0M | 0.04% | −18,699−7.4% | Reduced |
| Port Capital LLC | 231,368 | $20.7M | 1.04% | +231,368 | New |
| New York State Teachers Retirement System | 226,860 | $20.3M | 0.04% | −10,629−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 223,378 | $20.0M | 0.03% | −27,720−11.0% | Reduced |
| 1832 Asset Management L.P. | 217,470 | $19.4M | 0.04% | −24,868−10.3% | Reduced |
| Kennedy Capital Management, Inc. | 213,007 | $19.0M | 0.41% | −8,558−3.9% | Reduced |
| State of Wisconsin Investment Board | 196,112 | $17.5M | 0.05% | +15,432+8.5% | Added |
| Renaissance Technologies LLC | 192,826 | $17.2M | 0.03% | +192,826 | New |
| Candriam Luxembourg S.C.A. | 192,135 | $17.2M | 0.10% | −826−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 189,843 | $17.0M | 0.04% | −40,127−17.4% | Reduced |
| Baird Financial Group, Inc. | 188,143 | $16.8M | 0.03% | +1,240+0.7% | Added |
| Scout Investments, Inc. | 187,831 | $16.8M | 0.45% | −17,281−8.4% | Reduced |
| Acadian Asset Management LLC | 185,489 | $16.6M | 0.05% | +49,300+36.2% | Added |
| Zurich Insurance Group Ltd | 180,586 | $16.1M | 0.14% | +180,586 | New |
| Russell Investments Group, Ltd. | 177,516 | $15.9M | 0.03% | −86,266−32.7% | Reduced |
| Whittier Trust Co | 174,466 | $15.6M | 0.22% | +6,942+4.1% | Added |
| Voya Investment Management LLC | 173,507 | $15.5M | 0.02% | +4,801+2.8% | Added |
| Gotham Asset Management, LLC | 168,756 | $15.1M | 0.20% | +31,314+22.8% | Added |
| Great West Life Assurance Co | 164,621 | $14.7M | 0.03% | +12,322+8.1% | Added |
| Gillson Capital LP | 164,338 | $14.7M | 1.42% | −236,561−59.0% | Reduced |
| Charter Trust Co | 161,953 | $14.5M | 0.96% | −1,643−1.0% | Reduced |
| LPL Financial LLC | 161,146 | $14.4M | 0.01% | +3,757+2.4% | Added |
| Thrivent Financial for Lutherans | 158,923 | $14.2M | 0.03% | −2,525−1.6% | Reduced |
| Prudential Financial Inc | 150,554 | $13.5M | 0.02% | −34,895−18.8% | Reduced |
| Cooper Investors Pty Ltd | 146,681 | $13.1M | 1.99% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 143,721 | $12.9M | 0.05% | −7,041−4.7% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 143,443 | $12.8M | 3.36% | +143,443 | New |
| Congress Wealth Management LLC | 142,228 | $12.7M | 0.20% | +5,189+3.8% | Added |
| Sanctuary Advisors, LLC | 154,764 | $12.6M | 0.09% | +154,764 | New |
| Wellington Management Group LLP | 139,925 | $12.5M | 0.00% | −15,734−10.1% | Reduced |
| Omers Administration Corp | 139,480 | $12.5M | 0.12% | +8,380+6.4% | Added |
| Motley Fool Asset Management LLC | 138,865 | $12.4M | 0.82% | −5,772−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 137,349 | $12.3M | 0.02% | +1,280+0.9% | Added |
| Running Oak Capital LLC | 136,739 | $12.2M | 1.90% | −2,215−1.6% | Reduced |
| Credit Agricole S A | 136,228 | $12.2M | 0.07% | −7,852−5.4% | Reduced |
| Yousif Capital Management, LLC | 131,750 | $11.8M | 0.13% | −3,793−2.8% | Reduced |
| Mattern Capital Management, LLC | 130,509 | $11.7M | 1.61% | −1,238−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 129,245 | $11.6M | 0.04% | −1,541−1.2% | Reduced |
| Lountzis Asset Management, LLC | 126,018 | $11.3M | 5.27% | −986−0.8% | Reduced |
| Man Group plc | 124,869 | $11.2M | 0.03% | −245,605−66.3% | Reduced |
| BCM Advisors, LLC | 108,940 | $11.0M | 2.60% | +420.0% | Added |
| Commonwealth Equity Services, LLC | 121,990 | $10.9M | 0.02% | +1,435+1.2% | Added |
| Umb Bank N A | 117,687 | $10.5M | 0.17% | −5,463−4.4% | Reduced |
| Toronto Dominion Bank | 116,113 | $10.4M | 0.02% | −51,653−30.8% | Reduced |
| Speece Thorson Capital Group Inc | 114,204 | $10.2M | 2.09% | −23,077−16.8% | Reduced |
| Vaughan David Investments LLC | 113,372 | $10.1M | 0.26% | 00.0% | Unchanged |
| Heron Bay Capital Management | 110,599 | $9.89M | 2.11% | +366+0.3% | Added |
| Quantum Capital Management, LLC | 110,027 | $9.84M | 1.11% | −2,874−2.5% | Reduced |
| Hantz Financial Services, Inc. | 107,857 | $9.64M | 0.19% | +575+0.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 105,000 | $9.39M | 0.11% | +40,000+61.5% | Added |
| Millennium Management LLC | 104,961 | $9.38M | 0.01% | −284,219−73.0% | Reduced |
| Treasurer of the State of North Carolina | 103,941 | $9.29M | 0.04% | −4,906−4.5% | Reduced |
| WealthPlan Investment Management, LLC | 103,615 | $9.26M | 1.40% | −2,280−2.2% | Reduced |
| Neuberger Berman Group LLC | 103,067 | $9.22M | 0.01% | −4,410−4.1% | Reduced |
| State of Tennessee, Treasury Department | 102,905 | $9.20M | 0.03% | −12,589−10.9% | Reduced |
| Teacher Retirement System of Texas | 101,776 | $9.10M | 0.05% | −205,316−66.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 100,501 | $9.00M | 0.05% | +6,277+6.7% | Added |
| Boston Trust Walden Corp | 100,558 | $8.99M | 0.07% | +315+0.3% | Added |
| Marks Group Wealth Management, Inc | 99,929 | $8.93M | 0.94% | −8,623−7.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 99,235 | $8.87M | 0.11% | −15,244−13.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 98,821 | $8.84M | 0.16% | +1,584+1.6% | Added |
| Public Employees Retirement System of Ohio | 97,308 | $8.70M | 0.03% | −2,479−2.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 95,100 | $8.50M | 0.06% | −2,700−2.8% | Reduced |
| Asset Management One Co.,Ltd. | 92,491 | $8.27M | 0.03% | −1,915−2.0% | Reduced |
| Comerica Bank | 90,622 | $8.10M | 0.03% | −35,385−28.1% | Reduced |
| Pictet North America Advisors SA | 88,728 | $7.93M | 0.86% | +88,728 | New |
| Jane Street Group, LLC | 88,658 | $7.93M | 0.01% | +49,027+123.7% | Added |
| Standard Life Aberdeen plc | 88,453 | $7.91M | 0.02% | −20,214−18.6% | Reduced |
| Franklin Resources Inc | 87,592 | $7.83M | 0.00% | +36,272+70.7% | Added |
| State of New Jersey Common Pension Fund D | 84,370 | $7.54M | 0.03% | −49,265−36.9% | Reduced |
| Rafferty Asset Management, LLC | 83,277 | $7.45M | 0.03% | +193+0.2% | Added |
| AXA S.A. | 82,100 | $7.34M | 0.02% | −13,100−13.8% | Reduced |
| Guggenheim Capital LLC | 80,608 | $7.21M | 0.05% | +16,203+25.2% | Added |
| Caisse de Depot Et Placement du Quebec | 78,880 | $7.05M | 0.02% | +150.0% | Added |
| Spring Capital Management, LLC | 100,012 | $6.88M | 5.43% | +8,137+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 75,555 | $6.75M | 0.19% | +2,797+3.8% | Added |
| Mizuho Markets Americas LLC | 74,919 | $6.70M | 0.18% | −53,263−41.6% | Reduced |
| TownSquare Capital, LLC | 74,760 | $6.68M | 0.09% | +19,998+36.5% | Added |
| HighTower Advisors, LLC | 73,605 | $6.57M | 0.01% | +18,933+34.6% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 73,043 | $6.53M | 0.07% | +73,043 | New |
| Adage Capital Partners GP, L.L.C. | 72,100 | $6.45M | 0.01% | −459,600−86.4% | Reduced |
| Mackenzie Financial Corp | 69,812 | $6.24M | 0.01% | +32,226+85.7% | Added |
| Forte Capital LLC | 68,964 | $6.17M | 0.74% | +883+1.3% | Added |
| Nisa Investment Advisors, LLC | 68,246 | $6.10M | 0.04% | +250.0% | Added |
| MetLife Investment Management | 68,055 | $6.08M | 0.04% | +8,912+15.1% | Added |
| Federated Hermes, Inc. | 68,030 | $6.08M | 0.01% | +280.0% | Added |
| Arizona State Retirement System | 66,732 | $5.97M | 0.04% | +196+0.3% | Added |
| Korea Investment CORP | 66,612 | $5.96M | 0.02% | −38,041−36.3% | Reduced |
| Southeast Asset Advisors Inc. | 65,738 | $5.88M | 0.71% | −577−0.9% | Reduced |
| National Bank of Canada | 65,105 | $5.80M | 0.01% | +12,955+24.8% | Added |
| State of Michigan Retirement System | 64,851 | $5.80M | 0.03% | +100+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,323 | $5.75M | 0.01% | +18,462+40.3% | Added |
| Qube Research & Technologies Ltd | 63,859 | $5.71M | 0.01% | −220,386−77.5% | Reduced |
| Andra AP-fonden | 63,800 | $5.70M | 0.10% | −24,700−27.9% | Reduced |
| Corebridge Financial, Inc. | 63,336 | $5.66M | 0.03% | +63,336 | New |
| Advisor Group Holdings, Inc. | 62,035 | $5.55M | 0.01% | +20,796+50.4% | Added |
| WCM Investment Management, LLC | 60,743 | $5.48M | 0.01% | +86+0.1% | Added |
| Susquehanna International Group, LLP | 61,131 | $5.47M | 0.01% | +3,415+5.9% | Added |
| Leavell Investment Management, Inc. | 59,131 | $5.29M | 0.29% | +1,931+3.4% | Added |