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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 58,702 | $5.25M | 0.01% | −5,924−9.2% | Reduced |
| WealthPLAN Partners, LLC | 58,537 | $5.23M | 0.56% | −1,687−2.8% | Reduced |
| First National Bank of Omaha | 58,187 | $5.20M | 0.34% | +12,791+28.2% | Added |
| Mariner, LLC | 56,980 | $5.09M | 0.01% | +1,635+3.0% | Added |
| Ibex Wealth Advisors | 56,065 | $5.01M | 0.78% | +56,065 | New |
| IFM Investors Pty Ltd | 54,226 | $4.85M | 0.05% | 00.0% | Unchanged |
| Aviva PLC | 53,244 | $4.76M | 0.01% | −17,758−25.0% | Reduced |
| Retirement Systems of Alabama | 52,227 | $4.67M | 0.02% | +91+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,004 | $4.65M | 0.03% | +147+0.3% | Added |
| Park National Corp | 52,000 | $4.65M | 0.17% | −6,800−11.6% | Reduced |
| Quantinno Capital Management LP | 51,357 | $4.59M | 0.08% | +6,920+15.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,456 | $4.51M | 0.02% | +60.0% | Added |
| Amalgamated Bank | 49,530 | $4.43M | 0.04% | −297−0.6% | Reduced |
| Great Lakes Advisors, LLC | 49,296 | $4.41M | 0.04% | −789−1.6% | Reduced |
| Patton Fund Management, Inc. | 48,932 | $4.38M | 0.92% | −9,724−16.6% | Reduced |
| Handelsbanken Fonder AB | 47,634 | $4.26M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 47,624 | $4.26M | 0.01% | +2,966+6.6% | Added |
| British Columbia Investment Management Corp | 46,524 | $4.16M | 0.03% | +17,642+61.1% | Added |
| Independent Advisor Alliance | 46,009 | $4.11M | 0.14% | −355−0.8% | Reduced |
| CIBC World Markets Corp | 45,681 | $4.08M | 0.03% | −14,510−24.1% | Reduced |
| Heirloom Wealth Management | 45,572 | $4.07M | 1.32% | +45,572 | New |
| Czech National Bank | 45,116 | $4.03M | 0.05% | +3,554+8.6% | Added |
| Jump Financial, LLC | 45,088 | $4.03M | 0.08% | +30,664+212.6% | Added |
| Pacer Advisors, Inc. | 44,679 | $3.99M | 0.01% | −3,857−7.9% | Reduced |
| Tower Bridge Advisors | 44,565 | $3.98M | 0.44% | −13,517−23.3% | Reduced |
| Legacy Financial Strategies, LLC | 43,825 | $3.95M | 0.95% | +3,215+7.9% | Added |
| Henshaw Capital LLC | 42,869 | $3.83M | 0.17% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 42,520 | $3.80M | 0.00% | −33,761−44.3% | Reduced |
| SG Americas Securities, LLC | 42,182 | $3.77M | 0.02% | −17,367−29.2% | Reduced |
| Mutual of America Capital Management LLC | 42,124 | $3.77M | 0.04% | −1,114−2.6% | Reduced |
| Wall Street Access Asset Management, LLC | 42,048 | $3.76M | 1.54% | 00.0% | Unchanged |
| DnB Asset Management AS | 41,976 | $3.75M | 0.02% | +2,965+7.6% | Added |
| Xponance, Inc. | 41,870 | $3.74M | 0.04% | +994+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,797 | $3.74M | 0.01% | +2,465+6.3% | Added |
| Catalyst Capital Advisors LLC | 41,575 | $3.72M | 0.09% | −250−0.6% | Reduced |
| Achmea Investment Management B.V. | 41,110 | $3.68M | 0.07% | +2,473+6.4% | Added |
| HWG Holdings LP | 41,043 | $3.67M | 1.35% | +41,043 | New |
| D L Carlson Investment Group Inc | 40,598 | $3.63M | 0.70% | +40,598 | New |
| Public Sector Pension Investment Board | 40,185 | $3.59M | 0.02% | +2,990+8.0% | Added |
| Elser Financial Planning, Inc | 39,779 | $3.56M | 0.59% | +39,779 | New |
| Utah Retirement Systems | 39,290 | $3.51M | 0.04% | −1,646−4.0% | Reduced |
| Forsta Ap-Fonden | 39,200 | $3.50M | 0.03% | −5,200−11.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,702 | $3.46M | 0.04% | +7,516+24.1% | Added |
| Worldquant Millennium Advisors LLC | 38,664 | $3.46M | 0.03% | +33,583+661.0% | Added |
| Davenport & Co LLC | 38,559 | $3.45M | 0.02% | +32,558+542.5% | Added |
| Silphium Asset Management Ltd | 38,212 | $3.42M | 1.63% | +2,371+6.6% | Added |
| Otter Creek Advisors, LLC | 37,649 | $3.37M | 2.18% | +17,102+83.2% | Added |
| Tredje AP-fonden | 37,574 | $3.36M | 0.03% | −594−1.6% | Reduced |
| Brendel Financial Advisors LLC | 36,774 | $3.29M | 2.09% | +36,774 | New |
| Access Investment Management LLC | 36,213 | $3.24M | 1.05% | +95+0.3% | Added |
| Integrity Financial Corp | 35,772 | $3.20M | 2.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 35,701 | $3.19M | 0.07% | +573+1.6% | Added |
| US Bancorp | 35,509 | $3.17M | 0.00% | −1,564−4.2% | Reduced |
| Cerity Partners LLC | 35,383 | $3.16M | 0.01% | −29,807−45.7% | Reduced |
| Toroso Investments, LLC | 34,433 | $3.08M | 0.04% | +13,174+62.0% | Added |
| CIBC Asset Management Inc | 34,363 | $3.07M | 0.01% | +656+1.9% | Added |
| First National Advisers, LLC | 34,290 | $3.07M | 0.56% | −5,485−13.8% | Reduced |
| New York Life Investment Management LLC | 32,656 | $2.92M | 0.03% | +252+0.8% | Added |
| Covey Capital Advisors, LLC | 32,386 | $2.90M | 3.34% | +1,021+3.3% | Added |
| Terry L. Blaker | 31,750 | $2.84M | 0.11% | +338+1.1% | Added |
| KBC Group NV | 31,721 | $2.84M | 0.01% | −8,200−20.5% | Reduced |
| RSM US Wealth Management LLC | 31,241 | $2.78M | 0.05% | +6,614+26.9% | Added |
| Crawford Investment Counsel Inc | 31,110 | $2.78M | 0.05% | +935+3.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 31,105 | $2.78M | 0.03% | +6,675+27.3% | Added |
| First Hawaiian Bank | 30,967 | $2.77M | 0.09% | +599+2.0% | Added |
| Atria Investments LLC | 30,643 | $2.74M | 0.04% | +6,942+29.3% | Added |
| Oppenheimer Asset Management Inc. | 30,128 | $2.69M | 0.03% | −354−1.2% | Reduced |
| Nissay Asset Management Corp | 29,998 | $2.68M | 0.02% | +674+2.3% | Added |
| Creative Planning | 29,780 | $2.66M | 0.00% | +12,236+69.7% | Added |
| Wedge Capital Management L L P | 29,735 | $2.66M | 0.05% | −37,125−55.5% | Reduced |
| FJ Capital Management LLC | 29,520 | $2.64M | 0.28% | −953−3.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,411 | $2.63M | 0.01% | −1,615−5.2% | Reduced |
| ING Groep NV | 29,284 | $2.62M | 0.02% | +29,284 | New |
| Wealthcare Advisory Partners LLC | 29,241 | $2.61M | 0.08% | −846−2.8% | Reduced |
| J. Safra Sarasin Holding AG | 29,115 | $2.60M | 0.05% | +29,115 | New |
| Bank of Nova Scotia | 28,981 | $2.59M | 0.01% | −64,846−69.1% | Reduced |
| Coldstream Capital Management Inc | 28,846 | $2.58M | 0.06% | +668+2.4% | Added |
| D.A. Davidson & Co. | 28,652 | $2.56M | 0.02% | +4,769+20.0% | Added |
| Mount Lucas Management LP | 28,494 | $2.55M | 0.90% | +28,494 | New |
| MML Investors Services, LLC | 28,473 | $2.55M | 0.01% | +10,191+55.7% | Added |
| Bessemer Group Inc | 28,202 | $2.52M | 0.00% | −1,787−6.0% | Reduced |
| Ironwood Investment Counsel, LLC | 28,113 | $2.51M | 0.45% | −12,275−30.4% | Reduced |
| Insight Wealth Strategies, LLC | 27,893 | $2.49M | 0.35% | +322+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 27,833 | $2.49M | 0.24% | +6,715+31.8% | Added |
| Cetera Investment Advisers | 27,338 | $2.44M | 0.01% | +10,313+60.6% | Added |
| Agf Management Ltd | 26,850 | $2.40M | 0.01% | −153−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,714 | $2.39M | 0.02% | +7,239+37.2% | Added |
| Stephens Inc | 26,677 | $2.39M | 0.04% | −826−3.0% | Reduced |
| Daiwa Securities Group Inc. | 26,293 | $2.35M | 0.01% | +746+2.9% | Added |
| Kesler, Norman & Wride, LLC | 26,190 | $2.34M | 0.50% | −2,081−7.4% | Reduced |
| State of Alaska, Department of Revenue | 25,743 | $2.30M | 0.03% | +110+0.4% | Added |
| Panagora Asset Management Inc | 25,648 | $2.29M | 0.01% | +4,439+20.9% | Added |
| Pathstone Holdings, LLC | 25,623 | $2.29M | 0.01% | −613−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 25,410 | $2.27M | 0.04% | +18,822+285.7% | Added |
| Janus Henderson Group PLC | 25,195 | $2.25M | 0.00% | −5,234−17.2% | Reduced |
| Carmignac Gestion | 24,805 | $2.22M | 0.04% | −6,706−21.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 24,621 | $2.20M | 0.01% | +595+2.5% | Added |
| Public Employees Retirement Association of Colorado | 24,601 | $2.20M | 0.01% | −821−3.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,176 | $2.16M | 0.16% | +2,123+9.6% | Added |
| Balyasny Asset Management LLC | 24,136 | $2.16M | 0.01% | −35,083−59.2% | Reduced |