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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 22,579 | $2.32M | 0.00% | +10,160+81.8% | Added |
| Qsemble Capital Management, LP | 22,389 | $2.32M | 0.43% | +22,389 | New |
| Cambridge Investment Research Advisors, Inc. | 22,653 | $2.35M | 0.01% | +963+4.4% | Added |
| Sabal Trust CO | 22,850 | $2.37M | 0.13% | +1,968+9.4% | Added |
| IFP Advisors, Inc | 22,861 | $2.37M | 0.09% | +7,298+46.9% | Added |
| Crossmark Global Holdings, Inc. | 22,929 | $2.38M | 0.04% | +113+0.5% | Added |
| JustInvest LLC | 23,097 | $2.39M | 0.04% | +3,584+18.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,340 | $2.42M | 0.01% | −429−1.8% | Reduced |
| Achmea Investment Management B.V. | 23,746 | $2.46M | 0.04% | −17,364−42.2% | Reduced |
| Bessemer Group Inc | 23,828 | $2.47M | 0.00% | −4,374−15.5% | Reduced |
| Harbor Advisors LLC | 24,000 | $2.49M | 0.42% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 24,069 | $2.49M | 0.17% | −107−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,146 | $2.50M | 0.01% | −5,265−17.9% | Reduced |
| TAP Consulting, LLC | 24,301 | $2.52M | 0.50% | +525+2.2% | Added |
| Access Investment Management LLC | 25,000 | $2.59M | 0.79% | −11,213−31.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,054 | $2.60M | 0.03% | +2,454+10.9% | Added |
| Janus Henderson Group PLC | 25,195 | $2.61M | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 25,216 | $2.61M | 0.01% | +595+2.4% | Added |
| Panagora Asset Management Inc | 25,483 | $2.64M | 0.01% | −165−0.6% | Reduced |
| Stephens Inc | 25,684 | $2.66M | 0.04% | −993−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,863 | $2.68M | 0.02% | +25,863 | New |
| Insight Wealth Strategies, LLC | 26,999 | $2.80M | 0.37% | −894−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 27,363 | $2.83M | 0.47% | −750−2.7% | Reduced |
| Oppenheimer Asset Management Inc. | 27,404 | $2.84M | 0.03% | −2,724−9.0% | Reduced |
| Moran Wealth Management, LLC | 27,476 | $2.85M | 0.09% | +27,476 | New |
| State of Alaska, Department of Revenue | 27,508 | $2.85M | 0.03% | +1,765+6.9% | Added |
| Weiss Asset Management LP | 27,787 | $2.88M | 0.07% | +27,787 | New |
| Penobscot Investment Management Company, Inc. | 27,833 | $2.88M | 0.26% | 00.0% | Unchanged |
| FJ Capital Management LLC | 27,929 | $2.89M | 0.30% | −1,591−5.4% | Reduced |
| J. Safra Sarasin Holding AG | 28,231 | $2.92M | 0.05% | −884−3.0% | Reduced |
| Ambassador Advisors, LLC | 28,388 | $2.94M | 0.51% | +25,391+847.2% | Added |
| Wealthcare Advisory Partners LLC | 28,455 | $2.95M | 0.08% | −786−2.7% | Reduced |
| MML Investors Services, LLC | 28,710 | $2.97M | 0.01% | +237+0.8% | Added |
| Daiwa Securities Group Inc. | 29,394 | $3.04M | 0.01% | +3,101+11.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,413 | $3.05M | 0.06% | +12,034+69.2% | Added |
| D.A. Davidson & Co. | 29,480 | $3.05M | 0.03% | +828+2.9% | Added |
| First Trust Investment Solutions L.P. | 29,600 | $3.07M | 0.35% | +29,600 | New |
| CHB Investment Group, LLC | 29,754 | $3.08M | 1.64% | +29,754 | New |
| Creative Planning | 29,892 | $3.10M | 0.00% | +112+0.4% | Added |
| Coldstream Capital Management Inc | 29,946 | $3.11M | 0.07% | +1,100+3.8% | Added |
| Agf Management Ltd | 30,110 | $3.12M | 0.02% | +3,260+12.1% | Added |
| Jackson Wealth Management, LLC | 30,176 | $3.13M | 0.37% | +30,176 | New |
| Marvin & Palmer Associates Inc | 30,184 | $3.13M | 2.62% | +30,184 | New |
| Nissay Asset Management Corp | 30,576 | $3.17M | 0.02% | +578+1.9% | Added |
| Advisory Services Network, LLC | 35,701 | $3.19M | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 30,582 | $3.21M | 0.05% | −659−2.1% | Reduced |
| Crawford Investment Counsel Inc | 31,120 | $3.22M | 0.06% | +100.0% | Added |
| Covey Capital Advisors, LLC | 31,598 | $3.27M | 3.62% | −788−2.4% | Reduced |
| New York Life Investment Management LLC | 31,615 | $3.28M | 0.03% | −1,041−3.2% | Reduced |
| US Bancorp | 32,240 | $3.34M | 0.00% | −3,269−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,740 | $3.36M | 0.03% | +5,026+18.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 32,590 | $3.38M | 0.03% | +1,485+4.8% | Added |
| Dorsey Wright & Associates | 32,876 | $3.41M | 0.81% | +32,876 | New |
| Threadgill Financial, LLC | 33,445 | $3.46M | 2.06% | +15,082+82.1% | Added |
| Andra AP-fonden | 34,000 | $3.52M | 0.05% | −29,800−46.7% | Reduced |
| Bank of Nova Scotia | 34,287 | $3.55M | 0.01% | +5,306+18.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,287 | $3.55M | 0.02% | +34,287 | New |
| Teza Capital Management LLC | 34,332 | $3.56M | 0.39% | +22,231+183.7% | Added |
| Atria Investments LLC | 35,040 | $3.63M | 0.05% | +4,397+14.3% | Added |
| Cetera Investment Advisers | 35,395 | $3.67M | 0.01% | +8,057+29.5% | Added |
| Integrity Financial Corp | 35,772 | $3.71M | 2.17% | 00.0% | Unchanged |
| First National Advisers, LLC | 35,931 | $3.72M | 0.59% | +1,641+4.8% | Added |
| Brendel Financial Advisors LLC | 36,058 | $3.74M | 2.12% | −716−1.9% | Reduced |
| Henshaw Capital LLC | 36,498 | $3.78M | 0.16% | −6,371−14.9% | Reduced |
| CIBC Asset Management Inc | 36,999 | $3.83M | 0.01% | +2,636+7.7% | Added |
| Tredje AP-fonden | 37,574 | $3.89M | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37,837 | $3.92M | 0.04% | −865−2.2% | Reduced |
| Davenport & Co LLC | 37,990 | $3.94M | 0.02% | −569−1.5% | Reduced |
| Silphium Asset Management Ltd | 38,246 | $3.96M | 1.43% | +34+0.1% | Added |
| Elser Financial Planning, Inc | 38,829 | $4.02M | 5.84% | −950−2.4% | Reduced |
| Otter Creek Advisors, LLC | 39,213 | $4.06M | 2.58% | +1,564+4.2% | Added |
| Utah Retirement Systems | 39,390 | $4.08M | 0.05% | +100+0.3% | Added |
| Great Valley Advisor Group, Inc. | 40,148 | $4.16M | 0.10% | +23,240+137.4% | Added |
| Catalyst Capital Advisors LLC | 40,355 | $4.18M | 0.09% | −1,220−2.9% | Reduced |
| British Columbia Investment Management Corp | 40,450 | $4.19M | 0.03% | −6,074−13.1% | Reduced |
| D L Carlson Investment Group Inc | 40,689 | $4.22M | 0.76% | +91+0.2% | Added |
| Mutual of America Capital Management LLC | 41,057 | $4.25M | 0.04% | −1,067−2.5% | Reduced |
| KBC Group NV | 41,228 | $4.27M | 0.01% | +9,507+30.0% | Added |
| Public Sector Pension Investment Board | 41,285 | $4.28M | 0.02% | +1,100+2.7% | Added |
| First Hawaiian Bank | 41,648 | $4.31M | 0.14% | +10,681+34.5% | Added |
| Xponance, Inc. | 42,024 | $4.35M | 0.04% | +154+0.4% | Added |
| Wall Street Access Asset Management, LLC | 42,048 | $4.36M | 1.66% | 00.0% | Unchanged |
| DnB Asset Management AS | 42,359 | $4.39M | 0.02% | +383+0.9% | Added |
| Tower Bridge Advisors | 43,001 | $4.45M | 0.46% | −1,564−3.5% | Reduced |
| Legacy Financial Strategies, LLC | 43,626 | $4.52M | 1.00% | −199−0.5% | Reduced |
| Forsta Ap-Fonden | 44,600 | $4.62M | 0.04% | +5,400+13.8% | Added |
| Macquarie Group Ltd | 44,647 | $4.63M | 0.00% | +37,132+494.1% | Added |
| SG Americas Securities, LLC | 45,280 | $4.69M | 0.02% | +3,098+7.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,378 | $4.70M | 0.01% | +3,581+8.6% | Added |
| Independent Advisor Alliance | 45,671 | $4.73M | 0.17% | −338−0.7% | Reduced |
| CIBC World Markets Corp | 46,243 | $4.79M | 0.03% | +562+1.2% | Added |
| Patton Fund Management, Inc. | 46,436 | $4.81M | 0.99% | −2,496−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 46,666 | $4.83M | 0.00% | +4,146+9.8% | Added |
| Heirloom Wealth Management | 48,010 | $4.97M | 1.55% | +2,438+5.3% | Added |
| Great Lakes Advisors, LLC | 48,127 | $4.99M | 0.04% | −1,169−2.4% | Reduced |
| Czech National Bank | 48,231 | $5.00M | 0.05% | +3,115+6.9% | Added |
| Captrust Financial Advisors | 49,835 | $5.16M | 0.02% | +2,211+4.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,458 | $5.23M | 0.02% | +20.0% | Added |
| Amalgamated Bank | 51,483 | $5.33M | 0.04% | +1,953+3.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,542 | $5.34M | 0.03% | −462−0.9% | Reduced |