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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 24,072 | $2.15M | 0.24% | +24,072 | New |
| BOK Financial Private Wealth, Inc. | 24,054 | $2.15M | 0.16% | −207−0.9% | Reduced |
| Harbor Advisors LLC | 24,000 | $2.15M | 0.39% | 00.0% | Unchanged |
| TAP Consulting, LLC | 23,776 | $2.13M | 0.45% | +2,004+9.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,769 | $2.13M | 0.01% | +23,769 | New |
| Schroder Investment Management Group | 23,415 | $2.09M | 0.00% | −65,330−73.6% | Reduced |
| Crossmark Global Holdings, Inc. | 22,816 | $2.04M | 0.04% | +685+3.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $2.02M | 0.02% | +286+1.3% | Added |
| AE Wealth Management LLC | 22,272 | $1.99M | 0.02% | +18,966+573.7% | Added |
| Salem Investment Counselors Inc | 22,000 | $1.97M | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,690 | $1.94M | 0.01% | +1,088+5.3% | Added |
| Keybank National Association | 21,413 | $1.91M | 0.01% | −187−0.9% | Reduced |
| Cacti Asset Management LLC | 21,000 | $1.89M | 0.15% | 00.0% | Unchanged |
| Nordea Investment Management AB | 20,911 | $1.88M | 0.00% | +809+4.0% | Added |
| Sabal Trust CO | 20,882 | $1.87M | 0.11% | −2,345−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 20,811 | $1.86M | 0.06% | +8,986+76.0% | Added |
| Sepio Capital, LP | 20,745 | $1.85M | 0.17% | −427−2.0% | Reduced |
| Illinois Municipal Retirement Fund | 20,702 | $1.85M | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 20,528 | $1.84M | 0.02% | +6,777+49.3% | Added |
| Elo Mutual Pension Insurance Co | 20,499 | $1.83M | 0.04% | −1,605−7.3% | Reduced |
| Edgestream Partners, L.P. | 20,341 | $1.82M | 0.09% | −70,928−77.7% | Reduced |
| Oregon Public Employees Retirement Fund | 20,339 | $1.82M | 0.04% | +100+0.5% | Added |
| Empowered Funds, LLC | 20,266 | $1.81M | 0.03% | +16,757+477.5% | Added |
| Glenmede Trust Co NA | 20,026 | $1.79M | 0.01% | +2,635+15.2% | Added |
| Gulf International Bank (UK) Ltd | 19,941 | $1.78M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,634 | $1.76M | 0.00% | +491+2.6% | Added |
| GWM Advisors LLC | 19,556 | $1.75M | 0.01% | +484+2.5% | Added |
| JustInvest LLC | 19,513 | $1.74M | 0.03% | +4,412+29.2% | Added |
| CX Institutional | 19,457 | $1.74M | 0.08% | −90−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19,445 | $1.74M | 0.54% | +19,445 | New |
| Atom Investors LP | 18,744 | $1.68M | 0.17% | −3,298−15.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,723 | $1.68M | 0.02% | −558−2.9% | Reduced |
| Prospera Financial Services Inc | 18,711 | $1.67M | 0.05% | +509+2.8% | Added |
| Rockefeller Capital Management L.P. | 18,535 | $1.66M | 0.00% | −7,918−29.9% | Reduced |
| Central Pacific Bank - Trust Division | 18,511 | $1.66M | 0.20% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,225 | $1.64M | 0.01% | −19,921−52.2% | Reduced |
| Threadgill Financial, LLC | 18,363 | $1.64M | 0.77% | +658+3.7% | Added |
| Mizuho Securities USA LLC | 18,250 | $1.63M | 0.04% | +18,250 | New |
| Ethic Inc. | 18,129 | $1.62M | 0.04% | −1,219−6.3% | Reduced |
| Maryland State Retirement & Pension System | 18,099 | $1.62M | 0.03% | 00.0% | Unchanged |
| PGGM Investments | 17,910 | $1.60M | 0.02% | −1,958−9.9% | Reduced |
| Kentucky Retirement Systems | 17,841 | $1.60M | 0.05% | −98−0.5% | Reduced |
| Bokf, NA | 17,803 | $1.59M | 0.03% | +17,797+296,616.7% | Added |
| Trueblood Wealth Management, LLC | 17,741 | $1.59M | 0.90% | +21+0.1% | Added |
| Twin Capital Management Inc | 17,642 | $1.58M | 0.19% | +98+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,379 | $1.57M | 0.07% | +17,379 | New |
| Envestnet Portfolio Solutions, Inc. | 17,446 | $1.56M | 0.01% | +728+4.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 17,443 | $1.56M | 0.55% | −5,294−23.3% | Reduced |
| Cim, LLC | 14,784 | $1.55M | 0.23% | +76+0.5% | Added |
| Global Retirement Partners, LLC | 17,252 | $1.54M | 0.05% | +15,580+931.8% | Added |
| Zacks Investment Management | 17,006 | $1.52M | 0.02% | +17,006 | New |
| Evermay Wealth Management LLC | 16,980 | $1.52M | 0.24% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,908 | $1.51M | 0.04% | +16,908 | New |
| QRG Capital Management, Inc. | 16,879 | $1.51M | 0.02% | +1,621+10.6% | Added |
| Savant Capital, LLC | 16,520 | $1.48M | 0.01% | −39−0.2% | Reduced |
| American Century Companies Inc | 16,508 | $1.48M | 0.00% | +2,123+14.8% | Added |
| Point72 Hong Kong Ltd | 16,363 | $1.46M | 0.09% | +16,363 | New |
| Prudential PLC | 15,929 | $1.42M | 0.01% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 15,818 | $1.41M | 0.55% | −482−3.0% | Reduced |
| Hunter Associates Investment Management LLC | 15,755 | $1.41M | 0.24% | −900−5.4% | Reduced |
| IFP Advisors, Inc | 15,563 | $1.39M | 0.06% | +14,743+1,797.9% | Added |
| SlateStone Wealth, LLC | 15,400 | $1.38M | 0.15% | −16−0.1% | Reduced |
| Hartford Investment Management Co | 15,378 | $1.37M | 0.05% | −37−0.2% | Reduced |
| Wedbush Securities Inc | 15,207 | $1.36M | 0.05% | −404−2.6% | Reduced |
| Roundview Capital LLC | 14,942 | $1.34M | 0.11% | +244+1.7% | Added |
| MBB Public Markets I LLC | 14,861 | $1.33M | 0.03% | +14,861 | New |
| Strategic Wealth Partners, Ltd. | 14,315 | $1.28M | 0.13% | +1,271+9.7% | Added |
| CWM Advisors, LLC | 14,135 | $1.26M | 0.15% | −3,897−21.6% | Reduced |
| Metis Global Partners, LLC | 14,090 | $1.26M | 0.04% | +373+2.7% | Added |
| Mercer Global Advisors Inc | 14,078 | $1.26M | 0.00% | +841+6.4% | Added |
| Kestra Advisory Services, LLC | 14,032 | $1.25M | 0.01% | +6,209+79.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,965 | $1.25M | 0.07% | +13,965 | New |
| Suncoast Equity Management | 13,955 | $1.25M | 0.14% | +707+5.3% | Added |
| Raymond James Trust N.A. | 13,788 | $1.23M | 0.03% | −3,124−18.5% | Reduced |
| Everence Capital Management Inc | 15,040 | $1.23M | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 13,549 | $1.21M | 0.09% | +5,507+68.5% | Added |
| Securian Asset Management, Inc | 13,505 | $1.21M | 0.04% | −369−2.7% | Reduced |
| Louisiana State Employees Retirement System | 13,400 | $1.20M | 0.02% | −400−2.9% | Reduced |
| Cullinan Associates Inc | 13,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 12,979 | $1.16M | 0.49% | −302−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,473 | $1.12M | 0.00% | +2,288+22.5% | Added |
| AQR Capital Management LLC | 12,419 | $1.11M | 0.00% | −12,711−50.6% | Reduced |
| Fiduciary Trust Co | 12,404 | $1.11M | 0.02% | +3,087+33.1% | Added |
| Vinva Investment Management Ltd | 12,231 | $1.10M | 0.06% | +752+6.6% | Added |
| Teza Capital Management LLC | 12,101 | $1.08M | 0.13% | +7,579+167.6% | Added |
| Cross Staff Investments Inc | 12,000 | $1.07M | 0.89% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,900 | $1.06M | 0.04% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 11,838 | $1.06M | 0.08% | +18+0.2% | Added |
| EP Wealth Advisors, LLC | 11,725 | $1.05M | 0.01% | +2,065+21.4% | Added |
| SRN Advisors, LLC | 11,706 | $1.05M | 0.87% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 11,680 | $1.04M | 0.09% | −1,571−11.9% | Reduced |
| XTX Topco Ltd | 11,603 | $1.04M | 0.09% | +11,603 | New |
| Compass Ion Advisors, LLC | 11,662 | $1.02M | 0.15% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,414 | $1.02M | 0.21% | +11,414 | New |
| Greenfield Seitz Capital Management, LLC | 11,400 | $1.02M | 0.38% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,322 | $1.01M | 0.09% | −880−7.2% | Reduced |
| Equitable Trust Co | 11,223 | $1.00M | 0.07% | −120−1.1% | Reduced |
| Marshall Financial Group LLC | 11,222 | $1.00M | 0.28% | +11,222 | New |
| Proficio Capital Partners LLC | 10,878 | $972.6K | 0.10% | +33+0.3% | Added |
| Chaney Capital Management, Inc. | 10,864 | $971.4K | 0.64% | 00.0% | Unchanged |