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 |
|---|---|---|---|---|---|
| Parkwoods Wealth Partners, LLC | 10,528 | $1.09M | 0.90% | +10,528 | New |
| International Assets Investment Management, LLC | 113,442 | $1.09M | 0.01% | +113,442 | New |
| Brighton Jones LLC | 10,611 | $1.10M | 0.04% | +10,611 | New |
| Nicholson Wealth Management Group, LLC | 10,761 | $1.11M | 0.92% | +10,761 | New |
| Chaney Capital Management, Inc. | 10,864 | $1.13M | 0.63% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 11,100 | $1.15M | 0.42% | −300−2.6% | Reduced |
| SRN Advisors, LLC | 11,223 | $1.16M | 1.03% | −483−4.1% | Reduced |
| Norden Group LLC | 11,229 | $1.16M | 0.14% | +5,716+103.7% | Added |
| Strategic Wealth Partners, Ltd. | 11,341 | $1.17M | 0.11% | −2,974−20.8% | Reduced |
| Marshall Financial Group LLC | 11,361 | $1.18M | 0.28% | +139+1.2% | Added |
| Ostrum Asset Management | 11,462 | $1.19M | 0.10% | +140+1.2% | Added |
| nVerses Capital, LLC | 11,500 | $1.19M | 0.55% | +4,400+62.0% | Added |
| Equitable Trust Co | 11,505 | $1.19M | 0.08% | +282+2.5% | Added |
| New Mexico Educational Retirement Board | 11,600 | $1.20M | 0.04% | −300−2.5% | Reduced |
| Simon Quick Advisors, LLC | 11,610 | $1.20M | 0.08% | −1,939−14.3% | Reduced |
| Compass Ion Advisors, LLC | 11,662 | $1.21M | 0.15% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 11,691 | $1.21M | 0.09% | +11+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 11,820 | $1.22M | 0.23% | +11,615+5,665.9% | Added |
| ING Groep NV | 11,933 | $1.24M | 0.01% | −17,351−59.3% | Reduced |
| Wedbush Securities Inc | 11,943 | $1.24M | 0.05% | −3,264−21.5% | Reduced |
| Cross Staff Investments Inc | 12,000 | $1.24M | 0.96% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,026 | $1.25M | 0.01% | −2,006−14.3% | Reduced |
| Vinva Investment Management Ltd | 12,304 | $1.26M | 0.05% | +73+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 12,208 | $1.26M | 0.09% | +370+3.1% | Added |
| CWM Advisors, LLC | 12,341 | $1.28M | 0.13% | −1,794−12.7% | Reduced |
| EP Wealth Advisors, LLC | 12,478 | $1.29M | 0.01% | +753+6.4% | Added |
| Inceptionr LLC | 12,633 | $1.31M | 0.32% | +12,633 | New |
| Nomura Holdings Inc | 12,986 | $1.35M | 0.01% | +3,153+32.1% | Added |
| Securian Asset Management, Inc | 13,031 | $1.35M | 0.04% | −474−3.5% | Reduced |
| Nebula Research & Development LLC | 13,199 | $1.37M | 0.16% | +13,199 | New |
| Zacks Investment Management | 13,217 | $1.37M | 0.01% | −3,789−22.3% | Reduced |
| Lecap Asset Management Ltd | 13,283 | $1.38M | 0.30% | +13,283 | New |
| Cullinan Associates Inc | 13,000 | $1.38M | 0.08% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,300 | $1.38M | 0.03% | −100−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 13,355 | $1.38M | 0.21% | −2,400−15.2% | Reduced |
| Rakuten Investment Management, Inc. | 13,520 | $1.39M | 0.01% | +3,355+33.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 13,560 | $1.40M | 0.60% | −2,258−14.3% | Reduced |
| Maryland State Retirement & Pension System | 13,671 | $1.42M | 0.03% | −4,428−24.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,853 | $1.44M | 0.00% | +1,380+11.1% | Added |
| American Century Companies Inc | 13,867 | $1.44M | 0.00% | −2,641−16.0% | Reduced |
| Engineers Gate Manager LP | 14,077 | $1.46M | 0.03% | +14,077 | New |
| Fiduciary Trust Co | 14,136 | $1.46M | 0.02% | +1,732+14.0% | Added |
| Cim, LLC | 14,277 | $1.48M | 0.21% | −507−3.4% | Reduced |
| Suncoast Equity Management | 14,355 | $1.49M | 0.17% | +400+2.9% | Added |
| Roundview Capital LLC | 14,942 | $1.55M | 0.11% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,040 | $1.56M | 0.10% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,064 | $1.56M | 0.05% | +974+6.9% | Added |
| Hartford Investment Management Co | 15,199 | $1.57M | 0.05% | −179−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 15,206 | $1.58M | 0.03% | +5,727+60.4% | Added |
| Greenleaf Trust | 15,336 | $1.59M | 0.01% | +11,411+290.7% | Added |
| Mizuho Securities USA LLC | 15,353 | $1.59M | 0.03% | −2,897−15.9% | Reduced |
| SlateStone Wealth, LLC | 15,400 | $1.59M | 0.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,518 | $1.61M | 0.02% | +12,041+346.3% | Added |
| Golden State Equity Partners | 15,602 | $1.62M | 0.25% | +4,188+36.7% | Added |
| Mount Lucas Management LP | 15,629 | $1.62M | 0.55% | −12,865−45.1% | Reduced |
| Prudential PLC | 15,929 | $1.65M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 16,031 | $1.66M | 0.01% | −3,995−19.9% | Reduced |
| GWM Advisors LLC | 16,082 | $1.67M | 0.01% | −3,474−17.8% | Reduced |
| Ethic Inc. | 19,348 | $1.69M | 0.04% | +1,219+6.7% | Added |
| Kentucky Retirement Systems | 16,494 | $1.71M | 0.05% | −1,347−7.6% | Reduced |
| Sepio Capital, LP | 16,647 | $1.72M | 0.13% | −4,098−19.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,659 | $1.73M | 0.01% | −787−4.5% | Reduced |
| Global Retirement Partners, LLC | 16,787 | $1.74M | 0.05% | −465−2.7% | Reduced |
| Evermay Wealth Management LLC | 16,980 | $1.76M | 0.28% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 17,443 | $1.81M | 0.55% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,249 | $1.81M | 0.00% | +3,171+22.5% | Added |
| Trueblood Wealth Management, LLC | 17,488 | $1.81M | 0.91% | −253−1.4% | Reduced |
| Twin Capital Management Inc | 17,498 | $1.81M | 0.20% | −144−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,661 | $1.83M | 0.02% | −1,062−5.7% | Reduced |
| Savant Capital, LLC | 17,798 | $1.84M | 0.02% | +1,278+7.7% | Added |
| PGGM Investments | 17,910 | $1.85M | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 17,736 | $1.86M | 0.03% | −67−0.4% | Reduced |
| Schroder Investment Management Group | 18,081 | $1.86M | 0.00% | −5,334−22.8% | Reduced |
| Prospera Financial Services Inc | 18,566 | $1.92M | 0.05% | −145−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 18,825 | $1.95M | 0.01% | +290+1.6% | Added |
| Gulf International Bank (UK) Ltd | 19,064 | $1.98M | 0.05% | −877−4.4% | Reduced |
| AE Wealth Management LLC | 19,446 | $2.01M | 0.02% | −2,826−12.7% | Reduced |
| CX Institutional | 19,485 | $2.02M | 0.09% | +28+0.1% | Added |
| QRG Capital Management, Inc. | 19,543 | $2.02M | 0.02% | +2,664+15.8% | Added |
| Jump Financial, LLC | 19,914 | $2.06M | 0.04% | −25,174−55.8% | Reduced |
| Pathstone Holdings, LLC | 20,129 | $2.09M | 0.01% | −5,494−21.4% | Reduced |
| Oregon Public Employees Retirement Fund | 20,249 | $2.10M | 0.04% | −90−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,279 | $2.10M | 0.58% | +834+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 20,338 | $2.11M | 0.00% | +704+3.6% | Added |
| Empowered Funds, LLC | 20,684 | $2.14M | 0.03% | +418+2.1% | Added |
| Illinois Municipal Retirement Fund | 20,702 | $2.14M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,705 | $2.15M | 0.00% | +20,705 | New |
| Wedge Capital Management L L P | 20,733 | $2.15M | 0.04% | −9,002−30.3% | Reduced |
| Nordea Investment Management AB | 20,911 | $2.15M | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 20,762 | $2.15M | 0.16% | −3,292−13.7% | Reduced |
| UniSuper Management Pty Ltd | 20,878 | $2.16M | 0.02% | +350+1.7% | Added |
| Keybank National Association | 20,879 | $2.16M | 0.01% | −534−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 20,916 | $2.17M | 0.07% | +105+0.5% | Added |
| Cacti Asset Management LLC | 21,000 | $2.17M | 0.17% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,955 | $2.17M | 0.10% | +18,418+726.0% | Added |
| Elo Mutual Pension Insurance Co | 21,537 | $2.23M | 0.05% | +1,038+5.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,796 | $2.24M | 0.01% | +3,571+19.6% | Added |
| Edgestream Partners, L.P. | 21,650 | $2.24M | 0.10% | +1,309+6.4% | Added |
| Salem Investment Counselors Inc | 22,000 | $2.28M | 0.07% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 22,337 | $2.31M | 0.45% | −3,853−14.7% | Reduced |