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, Q3 2024
Institutional positions in Brown & Brown, Inc. as of Sep 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
- 823
- +69 vs. Q2 2024
- Shares held
- 209.5M
- +17.1M (+8.9%) vs. Q2 2024
- Total value
- $21.7B
- +$4.48B (+26.1%) vs. Q2 2024
- New holders
- 119
- 310 more added
- Sold out
- 50
- 266 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,604,175 | $2.96B | 0.05% | −91,378−0.3% | Reduced |
| BlackRock, Inc. | 17,922,833 | $1.86B | 0.04% | +17,922,833 | New |
| Principal Financial Group Inc | 12,807,847 | $1.33B | 0.72% | +2,8680.0% | Added |
| State Street Corp | 10,866,620 | $1.13B | 0.05% | +3,8420.0% | Added |
| Select Equity Group, L.P. | 9,573,280 | $991.8M | 3.62% | −3,560,516−27.1% | Reduced |
| Morgan Stanley | 8,458,828 | $876.3M | 0.06% | −424,624−4.8% | Reduced |
| Geode Capital Management, LLC | 5,981,080 | $617.6M | 0.05% | −7,553−0.1% | Reduced |
| Goldman Sachs Group Inc | 4,145,453 | $429.5M | 0.08% | +127,046+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,915,425 | $405.6M | 0.63% | +28,180+0.7% | Added |
| Capital World Investors | 3,629,565 | $376.0M | 0.06% | +2,203,685+154.5% | Added |
| Invesco Ltd. | 3,415,205 | $353.8M | 0.07% | +833,339+32.3% | Added |
| Norges Bank | 3,393,131 | $351.5M | 0.05% | +47,709+1.4% | Added |
| Wells Fargo & Company | 3,275,269 | $339.3M | 0.08% | −42,088−1.3% | Reduced |
| First Eagle Investment Management, LLC | 3,104,848 | $321.7M | 0.66% | +2,398+0.1% | Added |
| Royal Bank of Canada | 2,826,393 | $292.8M | 0.07% | +368,220+15.0% | Added |
| Barclays PLC | 2,466,582 | $255.5M | 0.11% | +371,980+17.8% | Added |
| Manufacturers Life Insurance Company, The | 2,451,378 | $254.0M | 0.22% | −1,037,927−29.7% | Reduced |
| Fenimore Asset Management Inc | 2,324,876 | $240.9M | 4.85% | −88,159−3.7% | Reduced |
| Bank of America Corp | 2,110,469 | $218.6M | 0.02% | +40,128+1.9% | Added |
| Northern Trust Corp | 2,026,795 | $210.0M | 0.03% | −146,913−6.8% | Reduced |
| ProShare Advisors LLC | 1,872,086 | $193.9M | 0.48% | −322,553−14.7% | Reduced |
| Madison Asset Management, LLC | 1,734,746 | $179.7M | 2.02% | +67,240+4.0% | Added |
| Royal London Asset Management Ltd | 1,717,185 | $177.9M | 0.44% | −351,148−17.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,564,374 | $162.1M | 0.36% | +56,251+3.7% | Added |
| Dimensional Fund Advisors LP | 1,537,415 | $159.3M | 0.04% | −15,981−1.0% | Reduced |
| Storebrand Asset Management AS | 1,425,199 | $147.7M | 0.47% | −789,025−35.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,412,678 | $146.4M | 0.26% | −3,085−0.2% | Reduced |
| Bank of New York Mellon Corp | 1,389,629 | $144.0M | 0.03% | −25,234−1.8% | Reduced |
| Close Asset Management Ltd | 1,367,338 | $141.6M | 4.35% | +33,235+2.5% | Added |
| Congress Asset Management Co | 1,362,009 | $141.1M | 0.96% | −15,176−1.1% | Reduced |
| UBS Asset Management Americas Inc | 1,326,076 | $137.4M | 0.04% | −416,203−23.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,315,654 | $136.3M | 0.03% | +17,934+1.4% | Added |
| Deutsche Bank AG | 1,166,383 | $120.8M | 0.05% | +40,232+3.6% | Added |
| Legal & General Group Plc | 1,140,530 | $118.2M | 0.03% | −36,656−3.1% | Reduced |
| California Public Employees Retirement System | 1,109,878 | $115.0M | 0.08% | −45,593−3.9% | Reduced |
| FMR LLC | 1,109,840 | $115.0M | 0.01% | +330,661+42.4% | Added |
| Gobi Capital LLC | 987,995 | $102.4M | 5.87% | +987,995 | New |
| JPMorgan Chase & Co | 982,542 | $101.8M | 0.01% | −206,979−17.4% | Reduced |
| Clarkston Capital Partners, LLC | 976,515 | $101.2M | 1.86% | −611,770−38.5% | Reduced |
| Liontrust Investment Partners LLP | 974,867 | $87.2M | 1.24% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 796,111 | $82.5M | 0.03% | +57,170+7.7% | Added |
| Natixis Advisors, L.P. | 779,434 | $80.7M | 0.16% | +45,766+6.2% | Added |
| Chilton Investment Co LLC | 760,922 | $78.8M | 2.06% | +31,533+4.3% | Added |
| UBS Group AG | 734,624 | $76.1M | 0.02% | +87,500+13.5% | Added |
| Swiss National Bank | 719,000 | $74.5M | 0.05% | −2000.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 689,556 | $71.4M | 0.14% | +33,440+5.1% | Added |
| Price T Rowe Associates Inc | 681,267 | $70.6M | 0.01% | +61,678+10.0% | Added |
| Tandem Investment Advisors, Inc. | 677,455 | $70.2M | 2.66% | −13,861−2.0% | Reduced |
| Zurich Insurance Group Ltd | 646,574 | $67.0M | 0.57% | +465,988+258.0% | Added |
| Boston Financial Mangement LLC | 613,333 | $63.5M | 1.89% | −13,370−2.1% | Reduced |
| APG Asset Management N.V. | 666,419 | $61.9M | 0.41% | −2,244,123−77.1% | Reduced |
| FIL Ltd | 595,158 | $61.7M | 0.06% | −177,230−22.9% | Reduced |
| Brown Brothers Harriman & Co | 575,831 | $59.7M | 0.41% | +110,920+23.9% | Added |
| Millennium Management LLC | 574,733 | $59.5M | 0.05% | +469,772+447.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 571,915 | $59.3M | 0.04% | −8,209−1.4% | Reduced |
| Acadian Asset Management LLC | 570,187 | $59.1M | 0.18% | +384,698+207.4% | Added |
| Ameriprise Financial Inc | 560,991 | $58.3M | 0.01% | +55,876+11.1% | Added |
| Assenagon Asset Management S.A. | 552,261 | $57.2M | 0.12% | +63,778+13.1% | Added |
| Los Angeles Capital Management LLC | 547,003 | $56.7M | 0.23% | +308,458+129.3% | Added |
| Confluence Investment Management LLC | 541,090 | $56.1M | 0.75% | −11,615−2.1% | Reduced |
| Rhumbline Advisers | 522,791 | $54.2M | 0.05% | −14,283−2.7% | Reduced |
| Schwartz Investment Counsel Inc | 519,150 | $53.8M | 1.91% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 518,985 | $53.8M | 0.02% | −17,618−3.3% | Reduced |
| HSBC Holdings PLC | 521,376 | $53.7M | 0.03% | +58,528+12.6% | Added |
| CBOE Vest Financial, LLC | 497,837 | $51.6M | 0.99% | −33,598−6.3% | Reduced |
| Snyder Capital Management L P | 486,556 | $50.4M | 1.05% | +57,556+13.4% | Added |
| Dundas Partners LLP | 479,205 | $49.6M | 3.57% | 00.0% | Unchanged |
| Raymond James & Associates | 468,146 | $48.5M | 0.03% | +8,484+1.8% | Added |
| Point72 Asset Management, L.P. | 446,655 | $46.3M | 0.16% | −93,879−17.4% | Reduced |
| Nomura Asset Management Co Ltd | 431,617 | $44.7M | 0.14% | −44,471−9.3% | Reduced |
| Handelsbanken Fonder AB | 415,134 | $43.0M | 0.17% | +367,500+771.5% | Added |
| TimesSquare Capital Management, LLC | 414,027 | $42.9M | 0.64% | −5,165−1.2% | Reduced |
| Intech Investment Management LLC | 413,295 | $42.8M | 0.48% | −22,097−5.1% | Reduced |
| Polar Capital Holdings Plc | 412,500 | $42.7M | 0.25% | +12,500+3.1% | Added |
| Cookson Peirce & Co Inc | 412,374 | $42.7M | 2.00% | −1,660−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 402,734 | $41.7M | 0.04% | +25,746+6.8% | Added |
| CI Private Wealth, LLC | 385,885 | $40.0M | 0.06% | −22,307−5.5% | Reduced |
| Cresset Asset Management, LLC | 382,887 | $39.7M | 0.15% | −80,361−17.3% | Reduced |
| BNP Paribas Arbitrage, SA | 375,594 | $38.9M | 0.04% | +1,438+0.4% | Added |
| Osterweis Capital Management Inc | 374,965 | $38.8M | 1.97% | −6,086−1.6% | Reduced |
| Bank of Montreal | 377,450 | $38.7M | 0.02% | +10,679+2.9% | Added |
| Stifel Financial Corp | 367,340 | $38.1M | 0.04% | +1,712+0.5% | Added |
| National Pension Service | 366,519 | $38.0M | 0.04% | +8,776+2.5% | Added |
| California State Teachers Retirement System | 359,052 | $37.2M | 0.04% | −6,620−1.8% | Reduced |
| SEI Investments Co | 330,008 | $34.2M | 0.04% | +45,514+16.0% | Added |
| Amundi | 324,735 | $34.2M | 0.01% | +71,494+28.2% | Added |
| Philo Smith Capital Corp | 325,450 | $33.7M | 8.52% | 00.0% | Unchanged |
| First Trust Advisors LP | 323,450 | $33.5M | 0.03% | −13,576−4.0% | Reduced |
| Janney Montgomery Scott LLC | 319,278 | $33.1M | 0.09% | −5,806−1.8% | Reduced |
| Vancity Investment Management Ltd | 312,921 | $32.4M | 3.88% | −176,539−36.1% | Reduced |
| Allianz Asset Management GmbH | 311,134 | $32.2M | 0.05% | −225,292−42.0% | Reduced |
| New York State Common Retirement Fund | 309,422 | $32.1M | 0.04% | −26,893−8.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 307,392 | $31.8M | 0.62% | +1,189+0.4% | Added |
| Renaissance Technologies LLC | 303,400 | $31.4M | 0.05% | +110,574+57.3% | Added |
| Motley Fool Wealth Management, LLC | 291,156 | $30.2M | 1.51% | −53,328−15.5% | Reduced |
| Prospector Partners LLC | 284,474 | $29.5M | 3.14% | +917+0.3% | Added |
| Citigroup Inc | 275,479 | $28.5M | 0.03% | +4,322+1.6% | Added |
| Truist Financial Corp | 273,613 | $28.3M | 0.04% | −199,340−42.1% | Reduced |
| State Board of Administration of Florida Retirement System | 260,537 | $27.0M | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 259,205 | $26.9M | 0.30% | +224,772+652.8% | Added |