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 |
|---|---|---|---|---|---|
| Ossiam | 257,499 | $26.7M | 0.52% | +250,805+3,746.7% | Added |
| DekaBank Deutsche Girozentrale | 260,347 | $26.6M | 0.05% | +27,207+11.7% | Added |
| Voloridge Investment Management, LLC | 255,524 | $26.5M | 0.10% | +255,524 | New |
| Victory Capital Management Inc | 253,895 | $26.3M | 0.03% | +956+0.4% | Added |
| Alliancebernstein L.P. | 248,589 | $25.8M | 0.01% | −7,603−3.0% | Reduced |
| Danske Bank A/S | 247,710 | $25.7M | 0.09% | −19,585−7.3% | Reduced |
| TD Asset Management Inc | 241,366 | $24.8M | 0.02% | −10,186−4.0% | Reduced |
| Port Capital LLC | 237,909 | $24.6M | 1.10% | +6,541+2.8% | Added |
| D. E. Shaw & Co., Inc. | 237,036 | $24.6M | 0.03% | +13,658+6.1% | Added |
| Summit Wealth Partners, LLC | 236,700 | $24.5M | 4.72% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 235,617 | $24.4M | 0.05% | +76,694+48.3% | Added |
| Pictet Asset Management Holding SA | 226,828 | $23.5M | 0.03% | −11,040−4.6% | Reduced |
| New York State Teachers Retirement System | 226,800 | $23.5M | 0.05% | −600.0% | Reduced |
| Credit Agricole S A | 220,753 | $22.9M | 0.12% | +84,525+62.0% | Added |
| State of Wisconsin Investment Board | 218,238 | $22.6M | 0.06% | +22,126+11.3% | Added |
| Russell Investments Group, Ltd. | 208,123 | $21.5M | 0.03% | +30,607+17.2% | Added |
| Candriam Luxembourg S.C.A. | 205,211 | $21.3M | 0.12% | +13,076+6.8% | Added |
| Sterling Capital Management LLC | 197,246 | $20.4M | 0.26% | +197,246 | New |
| 1832 Asset Management L.P. | 195,695 | $20.3M | 0.03% | −21,775−10.0% | Reduced |
| Gotham Asset Management, LLC | 190,861 | $19.8M | 0.20% | +22,105+13.1% | Added |
| Public Employees Retirement Association of Colorado | 187,291 | $19.4M | 0.08% | +162,690+661.3% | Added |
| Baird Financial Group, Inc. | 186,419 | $19.3M | 0.04% | −1,724−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 182,542 | $18.9M | 0.04% | −7,301−3.8% | Reduced |
| Whittier Trust Co | 180,784 | $18.7M | 0.25% | +6,318+3.6% | Added |
| Scout Investments, Inc. | 174,908 | $18.3M | 0.48% | −12,923−6.9% | Reduced |
| EULAV Asset Management | 176,000 | $18.2M | 0.44% | +176,000 | New |
| Sanctuary Advisors, LLC | 161,569 | $18.1M | 0.11% | +6,805+4.4% | Added |
| Great West Life Assurance Co | 172,970 | $17.9M | 0.03% | +8,349+5.1% | Added |
| LPL Financial LLC | 167,011 | $17.3M | 0.01% | +5,865+3.6% | Added |
| Charter Trust Co | 160,455 | $16.6M | 1.06% | −1,498−0.9% | Reduced |
| Voya Investment Management LLC | 160,104 | $16.6M | 0.02% | −13,403−7.7% | Reduced |
| Man Group plc | 157,582 | $16.3M | 0.05% | +32,713+26.2% | Added |
| Kennedy Capital Management, Inc. | 152,848 | $15.8M | 0.35% | −60,159−28.2% | Reduced |
| Lighthouse Investment Partners, LLC | 152,588 | $15.8M | 0.85% | +152,588 | New |
| Prudential Financial Inc | 149,328 | $15.5M | 0.02% | −1,226−0.8% | Reduced |
| Wellington Management Group LLP | 147,097 | $15.2M | 0.00% | +7,172+5.1% | Added |
| Cooper Investors Pty Ltd | 146,681 | $15.2M | 2.26% | 00.0% | Unchanged |
| Omers Administration Corp | 144,680 | $15.0M | 0.14% | +5,200+3.7% | Added |
| Congress Wealth Management LLC | 144,008 | $14.9M | 0.20% | +1,780+1.3% | Added |
| Wilson Asset Management (International) Pty Ltd | 143,443 | $14.9M | 3.60% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 142,354 | $14.7M | 0.03% | +5,005+3.6% | Added |
| Diamond Hill Capital Management Inc | 139,601 | $14.5M | 0.06% | −4,120−2.9% | Reduced |
| Running Oak Capital LLC | 131,071 | $13.6M | 1.84% | −5,668−4.1% | Reduced |
| Mattern Capital Management, LLC | 129,406 | $13.4M | 1.69% | −1,103−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 128,461 | $13.3M | 0.10% | +89,797+232.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 126,944 | $13.2M | 0.04% | −2,301−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 126,094 | $13.1M | 0.18% | +126,094 | New |
| Yousif Capital Management, LLC | 124,684 | $12.9M | 0.14% | −7,066−5.4% | Reduced |
| Korea Investment CORP | 124,177 | $12.9M | 0.03% | +57,565+86.4% | Added |
| Lountzis Asset Management, LLC | 123,937 | $12.8M | 5.34% | −2,081−1.7% | Reduced |
| Jane Street Group, LLC | 123,173 | $12.8M | 0.02% | +34,515+38.9% | Added |
| Motley Fool Asset Management LLC | 120,782 | $12.7M | 0.75% | −18,083−13.0% | Reduced |
| National Bank of Canada | 121,053 | $12.5M | 0.02% | +55,948+85.9% | Added |
| Toronto Dominion Bank | 117,794 | $12.2M | 0.02% | +1,681+1.4% | Added |
| Umb Bank N A | 117,687 | $12.2M | 0.19% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 114,592 | $11.9M | 0.02% | −7,398−6.1% | Reduced |
| Speece Thorson Capital Group Inc | 113,881 | $11.8M | 2.18% | −323−0.3% | Reduced |
| Vaughan David Investments LLC | 113,372 | $11.7M | 0.27% | 00.0% | Unchanged |
| Franklin Resources Inc | 109,166 | $11.6M | 0.00% | +21,574+24.6% | Added |
| Quantum Capital Management, LLC | 111,087 | $11.5M | 1.19% | +1,060+1.0% | Added |
| WealthPlan Investment Management, LLC | 109,324 | $11.3M | 1.15% | +5,709+5.5% | Added |
| Hantz Financial Services, Inc. | 107,226 | $11.1M | 0.20% | −631−0.6% | Reduced |
| Treasurer of the State of North Carolina | 104,371 | $10.8M | 0.04% | +430+0.4% | Added |
| Resona Asset Management Co.,Ltd. | 102,665 | $10.6M | 0.06% | +2,164+2.2% | Added |
| Shell Asset Management Co | 101,997 | $10.6M | 0.47% | +101,997 | New |
| Teacher Retirement System of Texas | 101,272 | $10.5M | 0.05% | −504−0.5% | Reduced |
| Susquehanna International Group, LLP | 100,699 | $10.4M | 0.02% | +39,568+64.7% | Added |
| Boston Trust Walden Corp | 99,479 | $10.3M | 0.07% | −1,079−1.1% | Reduced |
| Heron Bay Capital Management | 98,859 | $10.2M | 2.15% | −11,740−10.6% | Reduced |
| Standard Life Aberdeen plc | 98,603 | $10.1M | 0.02% | +10,150+11.5% | Added |
| Asset Management One Co.,Ltd. | 96,091 | $9.96M | 0.04% | +3,600+3.9% | Added |
| Benjamin Edwards Inc | 95,783 | $9.92M | 0.14% | +94,457+7,123.5% | Added |
| Public Employees Retirement System of Ohio | 95,765 | $9.92M | 0.04% | −1,543−1.6% | Reduced |
| Marks Group Wealth Management, Inc | 95,392 | $9.88M | 0.94% | −4,537−4.5% | Reduced |
| Canada Pension Plan Investment Board | 95,110 | $9.85M | 0.01% | +36,408+62.0% | Added |
| Neuberger Berman Group LLC | 94,998 | $9.84M | 0.01% | −8,069−7.8% | Reduced |
| Quantbot Technologies LP | 94,904 | $9.83M | 0.39% | +94,904 | New |
| Federated Hermes, Inc. | 94,551 | $9.80M | 0.02% | +26,521+39.0% | Added |
| Mn Services Vermogensbeheer B.V. | 92,800 | $9.61M | 0.07% | −2,300−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 91,990 | $9.53M | 0.06% | +23,744+34.8% | Added |
| BCM Advisors, LLC | 89,527 | $9.44M | 2.17% | −19,413−17.8% | Reduced |
| Pictet North America Advisors SA | 90,185 | $9.34M | 0.92% | +1,457+1.6% | Added |
| Terry L. Blaker | 89,738 | $9.30M | 0.36% | +57,988+182.6% | Added |
| AXA S.A. | 89,675 | $9.29M | 0.03% | +7,575+9.2% | Added |
| Mackenzie Financial Corp | 89,669 | $9.29M | 0.01% | +19,857+28.4% | Added |
| Guggenheim Capital LLC | 89,370 | $9.26M | 0.07% | +8,762+10.9% | Added |
| State of Tennessee, Treasury Department | 85,973 | $8.91M | 0.03% | −16,932−16.5% | Reduced |
| Point72 Hong Kong Ltd | 85,670 | $8.88M | 0.64% | +69,307+423.6% | Added |
| State of New Jersey Common Pension Fund D | 84,370 | $8.74M | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 82,545 | $8.54M | 0.01% | +8,940+12.1% | Added |
| Rafferty Asset Management, LLC | 80,272 | $8.32M | 0.03% | −3,005−3.6% | Reduced |
| Comerica Bank | 79,119 | $8.20M | 0.03% | −11,503−12.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 78,344 | $8.12M | 0.21% | +2,789+3.7% | Added |
| TownSquare Capital, LLC | 78,145 | $8.10M | 0.10% | +3,385+4.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 73,343 | $7.60M | 0.08% | +73,343 | New |
| Advisor Group Holdings, Inc. | 71,867 | $7.45M | 0.02% | +9,832+15.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,718 | $7.43M | 0.01% | +7,395+11.5% | Added |
| Caisse de Depot Et Placement du Quebec | 71,180 | $7.37M | 0.01% | −7,700−9.8% | Reduced |
| Arizona State Retirement System | 69,465 | $7.20M | 0.05% | +2,733+4.1% | Added |
| Forte Capital LLC | 68,529 | $7.10M | 0.80% | −435−0.6% | Reduced |