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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 182,542 | $18.9M | 0.04% | −7,301−3.8% | Reduced |
| Baird Financial Group, Inc. | 186,419 | $19.3M | 0.04% | −1,724−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 187,291 | $19.4M | 0.08% | +162,690+661.3% | Added |
| Gotham Asset Management, LLC | 190,861 | $19.8M | 0.20% | +22,105+13.1% | Added |
| 1832 Asset Management L.P. | 195,695 | $20.3M | 0.03% | −21,775−10.0% | Reduced |
| Sterling Capital Management LLC | 197,246 | $20.4M | 0.26% | +197,246 | New |
| Candriam Luxembourg S.C.A. | 205,211 | $21.3M | 0.12% | +13,076+6.8% | Added |
| Russell Investments Group, Ltd. | 208,123 | $21.5M | 0.03% | +30,607+17.2% | Added |
| State of Wisconsin Investment Board | 218,238 | $22.6M | 0.06% | +22,126+11.3% | Added |
| Credit Agricole S A | 220,753 | $22.9M | 0.12% | +84,525+62.0% | Added |
| New York State Teachers Retirement System | 226,800 | $23.5M | 0.05% | −600.0% | Reduced |
| Pictet Asset Management Holding SA | 226,828 | $23.5M | 0.03% | −11,040−4.6% | Reduced |
| Thrivent Financial for Lutherans | 235,617 | $24.4M | 0.05% | +76,694+48.3% | Added |
| Summit Wealth Partners, LLC | 236,700 | $24.5M | 4.72% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 237,036 | $24.6M | 0.03% | +13,658+6.1% | Added |
| Port Capital LLC | 237,909 | $24.6M | 1.10% | +6,541+2.8% | Added |
| TD Asset Management Inc | 241,366 | $24.8M | 0.02% | −10,186−4.0% | Reduced |
| Danske Bank A/S | 247,710 | $25.7M | 0.09% | −19,585−7.3% | Reduced |
| Alliancebernstein L.P. | 248,589 | $25.8M | 0.01% | −7,603−3.0% | Reduced |
| Victory Capital Management Inc | 253,895 | $26.3M | 0.03% | +956+0.4% | Added |
| Voloridge Investment Management, LLC | 255,524 | $26.5M | 0.10% | +255,524 | New |
| DekaBank Deutsche Girozentrale | 260,347 | $26.6M | 0.05% | +27,207+11.7% | Added |
| Ossiam | 257,499 | $26.7M | 0.52% | +250,805+3,746.7% | Added |
| Toroso Investments, LLC | 259,205 | $26.9M | 0.30% | +224,772+652.8% | Added |
| State Board of Administration of Florida Retirement System | 260,537 | $27.0M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 273,613 | $28.3M | 0.04% | −199,340−42.1% | Reduced |
| Citigroup Inc | 275,479 | $28.5M | 0.03% | +4,322+1.6% | Added |
| Prospector Partners LLC | 284,474 | $29.5M | 3.14% | +917+0.3% | Added |
| Motley Fool Wealth Management, LLC | 291,156 | $30.2M | 1.51% | −53,328−15.5% | Reduced |
| Renaissance Technologies LLC | 303,400 | $31.4M | 0.05% | +110,574+57.3% | Added |
| Ferguson Wellman Capital Management, Inc | 307,392 | $31.8M | 0.62% | +1,189+0.4% | Added |
| New York State Common Retirement Fund | 309,422 | $32.1M | 0.04% | −26,893−8.0% | Reduced |
| Allianz Asset Management GmbH | 311,134 | $32.2M | 0.05% | −225,292−42.0% | Reduced |
| Vancity Investment Management Ltd | 312,921 | $32.4M | 3.88% | −176,539−36.1% | Reduced |
| Janney Montgomery Scott LLC | 319,278 | $33.1M | 0.09% | −5,806−1.8% | Reduced |
| First Trust Advisors LP | 323,450 | $33.5M | 0.03% | −13,576−4.0% | Reduced |
| Philo Smith Capital Corp | 325,450 | $33.7M | 8.52% | 00.0% | Unchanged |
| Amundi | 324,735 | $34.2M | 0.01% | +71,494+28.2% | Added |
| SEI Investments Co | 330,008 | $34.2M | 0.04% | +45,514+16.0% | Added |
| California State Teachers Retirement System | 359,052 | $37.2M | 0.04% | −6,620−1.8% | Reduced |
| National Pension Service | 366,519 | $38.0M | 0.04% | +8,776+2.5% | Added |
| Stifel Financial Corp | 367,340 | $38.1M | 0.04% | +1,712+0.5% | Added |
| Bank of Montreal | 377,450 | $38.7M | 0.02% | +10,679+2.9% | Added |
| Osterweis Capital Management Inc | 374,965 | $38.8M | 1.97% | −6,086−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 375,594 | $38.9M | 0.04% | +1,438+0.4% | Added |
| Cresset Asset Management, LLC | 382,887 | $39.7M | 0.15% | −80,361−17.3% | Reduced |
| CI Private Wealth, LLC | 385,885 | $40.0M | 0.06% | −22,307−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 402,734 | $41.7M | 0.04% | +25,746+6.8% | Added |
| Cookson Peirce & Co Inc | 412,374 | $42.7M | 2.00% | −1,660−0.4% | Reduced |
| Polar Capital Holdings Plc | 412,500 | $42.7M | 0.25% | +12,500+3.1% | Added |
| Intech Investment Management LLC | 413,295 | $42.8M | 0.48% | −22,097−5.1% | Reduced |
| TimesSquare Capital Management, LLC | 414,027 | $42.9M | 0.64% | −5,165−1.2% | Reduced |
| Handelsbanken Fonder AB | 415,134 | $43.0M | 0.17% | +367,500+771.5% | Added |
| Nomura Asset Management Co Ltd | 431,617 | $44.7M | 0.14% | −44,471−9.3% | Reduced |
| Point72 Asset Management, L.P. | 446,655 | $46.3M | 0.16% | −93,879−17.4% | Reduced |
| Raymond James & Associates | 468,146 | $48.5M | 0.03% | +8,484+1.8% | Added |
| Dundas Partners LLP | 479,205 | $49.6M | 3.57% | 00.0% | Unchanged |
| Snyder Capital Management L P | 486,556 | $50.4M | 1.05% | +57,556+13.4% | Added |
| CBOE Vest Financial, LLC | 497,837 | $51.6M | 0.99% | −33,598−6.3% | Reduced |
| HSBC Holdings PLC | 521,376 | $53.7M | 0.03% | +58,528+12.6% | Added |
| Nuveen Asset Management, LLC | 518,985 | $53.8M | 0.02% | −17,618−3.3% | Reduced |
| Schwartz Investment Counsel Inc | 519,150 | $53.8M | 1.91% | 00.0% | Unchanged |
| Rhumbline Advisers | 522,791 | $54.2M | 0.05% | −14,283−2.7% | Reduced |
| Confluence Investment Management LLC | 541,090 | $56.1M | 0.75% | −11,615−2.1% | Reduced |
| Los Angeles Capital Management LLC | 547,003 | $56.7M | 0.23% | +308,458+129.3% | Added |
| Assenagon Asset Management S.A. | 552,261 | $57.2M | 0.12% | +63,778+13.1% | Added |
| Ameriprise Financial Inc | 560,991 | $58.3M | 0.01% | +55,876+11.1% | Added |
| Acadian Asset Management LLC | 570,187 | $59.1M | 0.18% | +384,698+207.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 571,915 | $59.3M | 0.04% | −8,209−1.4% | Reduced |
| Millennium Management LLC | 574,733 | $59.5M | 0.05% | +469,772+447.6% | Added |
| Brown Brothers Harriman & Co | 575,831 | $59.7M | 0.41% | +110,920+23.9% | Added |
| FIL Ltd | 595,158 | $61.7M | 0.06% | −177,230−22.9% | Reduced |
| APG Asset Management N.V. | 666,419 | $61.9M | 0.41% | −2,244,123−77.1% | Reduced |
| Boston Financial Mangement LLC | 613,333 | $63.5M | 1.89% | −13,370−2.1% | Reduced |
| Zurich Insurance Group Ltd | 646,574 | $67.0M | 0.57% | +465,988+258.0% | Added |
| Tandem Investment Advisors, Inc. | 677,455 | $70.2M | 2.66% | −13,861−2.0% | Reduced |
| Price T Rowe Associates Inc | 681,267 | $70.6M | 0.01% | +61,678+10.0% | Added |
| Robeco Institutional Asset Management B.V. | 689,556 | $71.4M | 0.14% | +33,440+5.1% | Added |
| Swiss National Bank | 719,000 | $74.5M | 0.05% | −2000.0% | Reduced |
| UBS Group AG | 734,624 | $76.1M | 0.02% | +87,500+13.5% | Added |
| Chilton Investment Co LLC | 760,922 | $78.8M | 2.06% | +31,533+4.3% | Added |
| Natixis Advisors, L.P. | 779,434 | $80.7M | 0.16% | +45,766+6.2% | Added |
| Envestnet Asset Management Inc | 796,111 | $82.5M | 0.03% | +57,170+7.7% | Added |
| Liontrust Investment Partners LLP | 974,867 | $87.2M | 1.24% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 976,515 | $101.2M | 1.86% | −611,770−38.5% | Reduced |
| JPMorgan Chase & Co | 982,542 | $101.8M | 0.01% | −206,979−17.4% | Reduced |
| Gobi Capital LLC | 987,995 | $102.4M | 5.87% | +987,995 | New |
| FMR LLC | 1,109,840 | $115.0M | 0.01% | +330,661+42.4% | Added |
| California Public Employees Retirement System | 1,109,878 | $115.0M | 0.08% | −45,593−3.9% | Reduced |
| Legal & General Group Plc | 1,140,530 | $118.2M | 0.03% | −36,656−3.1% | Reduced |
| Deutsche Bank AG | 1,166,383 | $120.8M | 0.05% | +40,232+3.6% | Added |
| Charles Schwab Investment Management Inc | 1,315,654 | $136.3M | 0.03% | +17,934+1.4% | Added |
| UBS Asset Management Americas Inc | 1,326,076 | $137.4M | 0.04% | −416,203−23.9% | Reduced |
| Congress Asset Management Co | 1,362,009 | $141.1M | 0.96% | −15,176−1.1% | Reduced |
| Close Asset Management Ltd | 1,367,338 | $141.6M | 4.35% | +33,235+2.5% | Added |
| Bank of New York Mellon Corp | 1,389,629 | $144.0M | 0.03% | −25,234−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,412,678 | $146.4M | 0.26% | −3,085−0.2% | Reduced |
| Storebrand Asset Management AS | 1,425,199 | $147.7M | 0.47% | −789,025−35.6% | Reduced |
| Dimensional Fund Advisors LP | 1,537,415 | $159.3M | 0.04% | −15,981−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,564,374 | $162.1M | 0.36% | +56,251+3.7% | Added |