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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 1,717,185 | $177.9M | 0.44% | −351,148−17.0% | Reduced |
| Madison Asset Management, LLC | 1,734,746 | $179.7M | 2.02% | +67,240+4.0% | Added |
| ProShare Advisors LLC | 1,872,086 | $193.9M | 0.48% | −322,553−14.7% | Reduced |
| Northern Trust Corp | 2,026,795 | $210.0M | 0.03% | −146,913−6.8% | Reduced |
| Bank of America Corp | 2,110,469 | $218.6M | 0.02% | +40,128+1.9% | Added |
| Fenimore Asset Management Inc | 2,324,876 | $240.9M | 4.85% | −88,159−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,451,378 | $254.0M | 0.22% | −1,037,927−29.7% | Reduced |
| Barclays PLC | 2,466,582 | $255.5M | 0.11% | +371,980+17.8% | Added |
| Royal Bank of Canada | 2,826,393 | $292.8M | 0.07% | +368,220+15.0% | Added |
| First Eagle Investment Management, LLC | 3,104,848 | $321.7M | 0.66% | +2,398+0.1% | Added |
| Wells Fargo & Company | 3,275,269 | $339.3M | 0.08% | −42,088−1.3% | Reduced |
| Norges Bank | 3,393,131 | $351.5M | 0.05% | +47,709+1.4% | Added |
| Invesco Ltd. | 3,415,205 | $353.8M | 0.07% | +833,339+32.3% | Added |
| Capital World Investors | 3,629,565 | $376.0M | 0.06% | +2,203,685+154.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,915,425 | $405.6M | 0.63% | +28,180+0.7% | Added |
| Goldman Sachs Group Inc | 4,145,453 | $429.5M | 0.08% | +127,046+3.2% | Added |
| Geode Capital Management, LLC | 5,981,080 | $617.6M | 0.05% | −7,553−0.1% | Reduced |
| Morgan Stanley | 8,458,828 | $876.3M | 0.06% | −424,624−4.8% | Reduced |
| Select Equity Group, L.P. | 9,573,280 | $991.8M | 3.62% | −3,560,516−27.1% | Reduced |
| State Street Corp | 10,866,620 | $1.13B | 0.05% | +3,8420.0% | Added |
| Principal Financial Group Inc | 12,807,847 | $1.33B | 0.72% | +2,8680.0% | Added |
| BlackRock, Inc. | 17,922,833 | $1.86B | 0.04% | +17,922,833 | New |
| Vanguard Group Inc | 28,604,175 | $2.96B | 0.05% | −91,378−0.3% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −259,029−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −164,338−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −99,235−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −72,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −63,859−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −56,065−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,072−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −18,744−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,965−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,281−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −8,795−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −7,759−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,512−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Provident Wealth Management, LLC | 0 | $0 | 0.00% | −2,689−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| FMFE Wealth Management, LLC | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |