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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 51,604 | $5.35M | 0.02% | −623−1.2% | Reduced |
| WealthPLAN Partners, LLC | 51,654 | $5.35M | 0.72% | −6,883−11.8% | Reduced |
| Park National Corp | 52,000 | $5.39M | 0.19% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 52,782 | $5.47M | 1.30% | +52,782 | New |
| IFM Investors Pty Ltd | 53,693 | $5.56M | 0.05% | −533−1.0% | Reduced |
| Aviva PLC | 54,144 | $5.61M | 0.01% | +900+1.7% | Added |
| Cerity Partners LLC | 54,252 | $5.62M | 0.01% | +18,869+53.3% | Added |
| First National Bank of Omaha | 54,426 | $5.64M | 0.36% | −3,761−6.5% | Reduced |
| Pacer Advisors, Inc. | 54,819 | $5.68M | 0.01% | +10,140+22.7% | Added |
| Southeast Asset Advisors Inc. | 55,596 | $5.76M | 0.64% | −10,142−15.4% | Reduced |
| Mariner, LLC | 57,021 | $5.91M | 0.01% | +41+0.1% | Added |
| Leavell Investment Management, Inc. | 59,552 | $6.17M | 0.31% | +421+0.7% | Added |
| Twinbeech Capital LP | 60,230 | $6.24M | 0.12% | +60,230 | New |
| Mizuho Markets Americas LLC | 60,331 | $6.25M | 0.15% | −14,588−19.5% | Reduced |
| WCM Investment Management, LLC | 60,891 | $6.25M | 0.01% | +148+0.2% | Added |
| Magnetar Financial LLC | 60,679 | $6.29M | 0.14% | +60,679 | New |
| Spring Capital Management, LLC | 90,070 | $6.29M | 5.10% | −9,942−9.9% | Reduced |
| Corebridge Financial, Inc. | 61,237 | $6.34M | 0.03% | −2,099−3.3% | Reduced |
| Quantinno Capital Management LP | 64,387 | $6.67M | 0.09% | +13,030+25.4% | Added |
| State of Michigan Retirement System | 64,451 | $6.68M | 0.03% | −400−0.6% | Reduced |
| MetLife Investment Management | 66,381 | $6.88M | 0.04% | −1,674−2.5% | Reduced |
| Jefferies Financial Group Inc. | 66,785 | $6.92M | 0.11% | +63,000+1,664.5% | Added |
| HWG Holdings LP | 67,822 | $7.03M | 2.42% | +26,779+65.2% | Added |
| Forte Capital LLC | 68,529 | $7.10M | 0.80% | −435−0.6% | Reduced |
| Arizona State Retirement System | 69,465 | $7.20M | 0.05% | +2,733+4.1% | Added |
| Caisse de Depot Et Placement du Quebec | 71,180 | $7.37M | 0.01% | −7,700−9.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 71,718 | $7.43M | 0.01% | +7,395+11.5% | Added |
| Advisor Group Holdings, Inc. | 71,867 | $7.45M | 0.02% | +9,832+15.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 73,343 | $7.60M | 0.08% | +73,343 | New |
| TownSquare Capital, LLC | 78,145 | $8.10M | 0.10% | +3,385+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 78,344 | $8.12M | 0.21% | +2,789+3.7% | Added |
| Comerica Bank | 79,119 | $8.20M | 0.03% | −11,503−12.7% | Reduced |
| Rafferty Asset Management, LLC | 80,272 | $8.32M | 0.03% | −3,005−3.6% | Reduced |
| HighTower Advisors, LLC | 82,545 | $8.54M | 0.01% | +8,940+12.1% | Added |
| State of New Jersey Common Pension Fund D | 84,370 | $8.74M | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 85,670 | $8.88M | 0.64% | +69,307+423.6% | Added |
| State of Tennessee, Treasury Department | 85,973 | $8.91M | 0.03% | −16,932−16.5% | Reduced |
| Guggenheim Capital LLC | 89,370 | $9.26M | 0.07% | +8,762+10.9% | Added |
| Mackenzie Financial Corp | 89,669 | $9.29M | 0.01% | +19,857+28.4% | Added |
| AXA S.A. | 89,675 | $9.29M | 0.03% | +7,575+9.2% | Added |
| Terry L. Blaker | 89,738 | $9.30M | 0.36% | +57,988+182.6% | Added |
| Pictet North America Advisors SA | 90,185 | $9.34M | 0.92% | +1,457+1.6% | Added |
| BCM Advisors, LLC | 89,527 | $9.44M | 2.17% | −19,413−17.8% | Reduced |
| Nisa Investment Advisors, LLC | 91,990 | $9.53M | 0.06% | +23,744+34.8% | Added |
| Mn Services Vermogensbeheer B.V. | 92,800 | $9.61M | 0.07% | −2,300−2.4% | Reduced |
| Federated Hermes, Inc. | 94,551 | $9.80M | 0.02% | +26,521+39.0% | Added |
| Quantbot Technologies LP | 94,904 | $9.83M | 0.39% | +94,904 | New |
| Neuberger Berman Group LLC | 94,998 | $9.84M | 0.01% | −8,069−7.8% | Reduced |
| Canada Pension Plan Investment Board | 95,110 | $9.85M | 0.01% | +36,408+62.0% | Added |
| Marks Group Wealth Management, Inc | 95,392 | $9.88M | 0.94% | −4,537−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 95,765 | $9.92M | 0.04% | −1,543−1.6% | Reduced |
| Benjamin Edwards Inc | 95,783 | $9.92M | 0.14% | +94,457+7,123.5% | Added |
| Asset Management One Co.,Ltd. | 96,091 | $9.96M | 0.04% | +3,600+3.9% | Added |
| Standard Life Aberdeen plc | 98,603 | $10.1M | 0.02% | +10,150+11.5% | Added |
| Heron Bay Capital Management | 98,859 | $10.2M | 2.15% | −11,740−10.6% | Reduced |
| Boston Trust Walden Corp | 99,479 | $10.3M | 0.07% | −1,079−1.1% | Reduced |
| Susquehanna International Group, LLP | 100,699 | $10.4M | 0.02% | +39,568+64.7% | Added |
| Teacher Retirement System of Texas | 101,272 | $10.5M | 0.05% | −504−0.5% | Reduced |
| Shell Asset Management Co | 101,997 | $10.6M | 0.47% | +101,997 | New |
| Resona Asset Management Co.,Ltd. | 102,665 | $10.6M | 0.06% | +2,164+2.2% | Added |
| Treasurer of the State of North Carolina | 104,371 | $10.8M | 0.04% | +430+0.4% | Added |
| Hantz Financial Services, Inc. | 107,226 | $11.1M | 0.20% | −631−0.6% | Reduced |
| WealthPlan Investment Management, LLC | 109,324 | $11.3M | 1.15% | +5,709+5.5% | Added |
| Quantum Capital Management, LLC | 111,087 | $11.5M | 1.19% | +1,060+1.0% | Added |
| Franklin Resources Inc | 109,166 | $11.6M | 0.00% | +21,574+24.6% | Added |
| Vaughan David Investments LLC | 113,372 | $11.7M | 0.27% | 00.0% | Unchanged |
| Speece Thorson Capital Group Inc | 113,881 | $11.8M | 2.18% | −323−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 114,592 | $11.9M | 0.02% | −7,398−6.1% | Reduced |
| Umb Bank N A | 117,687 | $12.2M | 0.19% | 00.0% | Unchanged |
| Toronto Dominion Bank | 117,794 | $12.2M | 0.02% | +1,681+1.4% | Added |
| National Bank of Canada | 121,053 | $12.5M | 0.02% | +55,948+85.9% | Added |
| Motley Fool Asset Management LLC | 120,782 | $12.7M | 0.75% | −18,083−13.0% | Reduced |
| Jane Street Group, LLC | 123,173 | $12.8M | 0.02% | +34,515+38.9% | Added |
| Lountzis Asset Management, LLC | 123,937 | $12.8M | 5.34% | −2,081−1.7% | Reduced |
| Korea Investment CORP | 124,177 | $12.9M | 0.03% | +57,565+86.4% | Added |
| Yousif Capital Management, LLC | 124,684 | $12.9M | 0.14% | −7,066−5.4% | Reduced |
| Segall Bryant & Hamill, LLC | 126,094 | $13.1M | 0.18% | +126,094 | New |
| Chevy Chase Trust Holdings, Inc. | 126,944 | $13.2M | 0.04% | −2,301−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 128,461 | $13.3M | 0.10% | +89,797+232.2% | Added |
| Mattern Capital Management, LLC | 129,406 | $13.4M | 1.69% | −1,103−0.8% | Reduced |
| Running Oak Capital LLC | 131,071 | $13.6M | 1.84% | −5,668−4.1% | Reduced |
| Diamond Hill Capital Management Inc | 139,601 | $14.5M | 0.06% | −4,120−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 142,354 | $14.7M | 0.03% | +5,005+3.6% | Added |
| Wilson Asset Management (International) Pty Ltd | 143,443 | $14.9M | 3.60% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 144,008 | $14.9M | 0.20% | +1,780+1.3% | Added |
| Omers Administration Corp | 144,680 | $15.0M | 0.14% | +5,200+3.7% | Added |
| Cooper Investors Pty Ltd | 146,681 | $15.2M | 2.26% | 00.0% | Unchanged |
| Wellington Management Group LLP | 147,097 | $15.2M | 0.00% | +7,172+5.1% | Added |
| Prudential Financial Inc | 149,328 | $15.5M | 0.02% | −1,226−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 152,588 | $15.8M | 0.85% | +152,588 | New |
| Kennedy Capital Management, Inc. | 152,848 | $15.8M | 0.35% | −60,159−28.2% | Reduced |
| Man Group plc | 157,582 | $16.3M | 0.05% | +32,713+26.2% | Added |
| Voya Investment Management LLC | 160,104 | $16.6M | 0.02% | −13,403−7.7% | Reduced |
| Charter Trust Co | 160,455 | $16.6M | 1.06% | −1,498−0.9% | Reduced |
| LPL Financial LLC | 167,011 | $17.3M | 0.01% | +5,865+3.6% | Added |
| Great West Life Assurance Co | 172,970 | $17.9M | 0.03% | +8,349+5.1% | Added |
| Sanctuary Advisors, LLC | 161,569 | $18.1M | 0.11% | +6,805+4.4% | Added |
| EULAV Asset Management | 176,000 | $18.2M | 0.44% | +176,000 | New |
| Scout Investments, Inc. | 174,908 | $18.3M | 0.48% | −12,923−6.9% | Reduced |
| Whittier Trust Co | 180,784 | $18.7M | 0.25% | +6,318+3.6% | Added |