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 |
|---|---|---|---|---|---|
| HWG Holdings LP | 67,822 | $7.03M | 2.42% | +26,779+65.2% | Added |
| Jefferies Financial Group Inc. | 66,785 | $6.92M | 0.11% | +63,000+1,664.5% | Added |
| MetLife Investment Management | 66,381 | $6.88M | 0.04% | −1,674−2.5% | Reduced |
| State of Michigan Retirement System | 64,451 | $6.68M | 0.03% | −400−0.6% | Reduced |
| Quantinno Capital Management LP | 64,387 | $6.67M | 0.09% | +13,030+25.4% | Added |
| Corebridge Financial, Inc. | 61,237 | $6.34M | 0.03% | −2,099−3.3% | Reduced |
| Spring Capital Management, LLC | 90,070 | $6.29M | 5.10% | −9,942−9.9% | Reduced |
| Magnetar Financial LLC | 60,679 | $6.29M | 0.14% | +60,679 | New |
| WCM Investment Management, LLC | 60,891 | $6.25M | 0.01% | +148+0.2% | Added |
| Mizuho Markets Americas LLC | 60,331 | $6.25M | 0.15% | −14,588−19.5% | Reduced |
| Twinbeech Capital LP | 60,230 | $6.24M | 0.12% | +60,230 | New |
| Leavell Investment Management, Inc. | 59,552 | $6.17M | 0.31% | +421+0.7% | Added |
| Mariner, LLC | 57,021 | $5.91M | 0.01% | +41+0.1% | Added |
| Southeast Asset Advisors Inc. | 55,596 | $5.76M | 0.64% | −10,142−15.4% | Reduced |
| Pacer Advisors, Inc. | 54,819 | $5.68M | 0.01% | +10,140+22.7% | Added |
| First National Bank of Omaha | 54,426 | $5.64M | 0.36% | −3,761−6.5% | Reduced |
| Cerity Partners LLC | 54,252 | $5.62M | 0.01% | +18,869+53.3% | Added |
| Aviva PLC | 54,144 | $5.61M | 0.01% | +900+1.7% | Added |
| IFM Investors Pty Ltd | 53,693 | $5.56M | 0.05% | −533−1.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 52,782 | $5.47M | 1.30% | +52,782 | New |
| Park National Corp | 52,000 | $5.39M | 0.19% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 51,654 | $5.35M | 0.72% | −6,883−11.8% | Reduced |
| Retirement Systems of Alabama | 51,604 | $5.35M | 0.02% | −623−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,542 | $5.34M | 0.03% | −462−0.9% | Reduced |
| Amalgamated Bank | 51,483 | $5.33M | 0.04% | +1,953+3.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,458 | $5.23M | 0.02% | +20.0% | Added |
| Captrust Financial Advisors | 49,835 | $5.16M | 0.02% | +2,211+4.6% | Added |
| Czech National Bank | 48,231 | $5.00M | 0.05% | +3,115+6.9% | Added |
| Great Lakes Advisors, LLC | 48,127 | $4.99M | 0.04% | −1,169−2.4% | Reduced |
| Heirloom Wealth Management | 48,010 | $4.97M | 1.55% | +2,438+5.3% | Added |
| The PNC Financial Services Group, Inc. | 46,666 | $4.83M | 0.00% | +4,146+9.8% | Added |
| Patton Fund Management, Inc. | 46,436 | $4.81M | 0.99% | −2,496−5.1% | Reduced |
| CIBC World Markets Corp | 46,243 | $4.79M | 0.03% | +562+1.2% | Added |
| Independent Advisor Alliance | 45,671 | $4.73M | 0.17% | −338−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,378 | $4.70M | 0.01% | +3,581+8.6% | Added |
| SG Americas Securities, LLC | 45,280 | $4.69M | 0.02% | +3,098+7.3% | Added |
| Macquarie Group Ltd | 44,647 | $4.63M | 0.00% | +37,132+494.1% | Added |
| Forsta Ap-Fonden | 44,600 | $4.62M | 0.04% | +5,400+13.8% | Added |
| Legacy Financial Strategies, LLC | 43,626 | $4.52M | 1.00% | −199−0.5% | Reduced |
| Tower Bridge Advisors | 43,001 | $4.45M | 0.46% | −1,564−3.5% | Reduced |
| DnB Asset Management AS | 42,359 | $4.39M | 0.02% | +383+0.9% | Added |
| Wall Street Access Asset Management, LLC | 42,048 | $4.36M | 1.66% | 00.0% | Unchanged |
| Xponance, Inc. | 42,024 | $4.35M | 0.04% | +154+0.4% | Added |
| First Hawaiian Bank | 41,648 | $4.31M | 0.14% | +10,681+34.5% | Added |
| Public Sector Pension Investment Board | 41,285 | $4.28M | 0.02% | +1,100+2.7% | Added |
| KBC Group NV | 41,228 | $4.27M | 0.01% | +9,507+30.0% | Added |
| Mutual of America Capital Management LLC | 41,057 | $4.25M | 0.04% | −1,067−2.5% | Reduced |
| D L Carlson Investment Group Inc | 40,689 | $4.22M | 0.76% | +91+0.2% | Added |
| British Columbia Investment Management Corp | 40,450 | $4.19M | 0.03% | −6,074−13.1% | Reduced |
| Catalyst Capital Advisors LLC | 40,355 | $4.18M | 0.09% | −1,220−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 40,148 | $4.16M | 0.10% | +23,240+137.4% | Added |
| Utah Retirement Systems | 39,390 | $4.08M | 0.05% | +100+0.3% | Added |
| Otter Creek Advisors, LLC | 39,213 | $4.06M | 2.58% | +1,564+4.2% | Added |
| Elser Financial Planning, Inc | 38,829 | $4.02M | 5.84% | −950−2.4% | Reduced |
| Silphium Asset Management Ltd | 38,246 | $3.96M | 1.43% | +34+0.1% | Added |
| Davenport & Co LLC | 37,990 | $3.94M | 0.02% | −569−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,837 | $3.92M | 0.04% | −865−2.2% | Reduced |
| Tredje AP-fonden | 37,574 | $3.89M | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 36,999 | $3.83M | 0.01% | +2,636+7.7% | Added |
| Henshaw Capital LLC | 36,498 | $3.78M | 0.16% | −6,371−14.9% | Reduced |
| Brendel Financial Advisors LLC | 36,058 | $3.74M | 2.12% | −716−1.9% | Reduced |
| First National Advisers, LLC | 35,931 | $3.72M | 0.59% | +1,641+4.8% | Added |
| Integrity Financial Corp | 35,772 | $3.71M | 2.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,395 | $3.67M | 0.01% | +8,057+29.5% | Added |
| Atria Investments LLC | 35,040 | $3.63M | 0.05% | +4,397+14.3% | Added |
| Teza Capital Management LLC | 34,332 | $3.56M | 0.39% | +22,231+183.7% | Added |
| 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 |
| Andra AP-fonden | 34,000 | $3.52M | 0.05% | −29,800−46.7% | Reduced |
| Threadgill Financial, LLC | 33,445 | $3.46M | 2.06% | +15,082+82.1% | Added |
| Dorsey Wright & Associates | 32,876 | $3.41M | 0.81% | +32,876 | New |
| Vaughan Nelson Investment Management, L.P. | 32,590 | $3.38M | 0.03% | +1,485+4.8% | Added |
| O'Shaughnessy Asset Management, LLC | 31,740 | $3.36M | 0.03% | +5,026+18.8% | Added |
| US Bancorp | 32,240 | $3.34M | 0.00% | −3,269−9.2% | Reduced |
| New York Life Investment Management LLC | 31,615 | $3.28M | 0.03% | −1,041−3.2% | Reduced |
| Covey Capital Advisors, LLC | 31,598 | $3.27M | 3.62% | −788−2.4% | Reduced |
| Crawford Investment Counsel Inc | 31,120 | $3.22M | 0.06% | +100.0% | Added |
| RSM US Wealth Management LLC | 30,582 | $3.21M | 0.05% | −659−2.1% | Reduced |
| Advisory Services Network, LLC | 35,701 | $3.19M | 0.07% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 30,576 | $3.17M | 0.02% | +578+1.9% | Added |
| Marvin & Palmer Associates Inc | 30,184 | $3.13M | 2.62% | +30,184 | New |
| Jackson Wealth Management, LLC | 30,176 | $3.13M | 0.37% | +30,176 | New |
| Agf Management Ltd | 30,110 | $3.12M | 0.02% | +3,260+12.1% | Added |
| Coldstream Capital Management Inc | 29,946 | $3.11M | 0.07% | +1,100+3.8% | Added |
| Creative Planning | 29,892 | $3.10M | 0.00% | +112+0.4% | Added |
| CHB Investment Group, LLC | 29,754 | $3.08M | 1.64% | +29,754 | New |
| First Trust Investment Solutions L.P. | 29,600 | $3.07M | 0.35% | +29,600 | New |
| D.A. Davidson & Co. | 29,480 | $3.05M | 0.03% | +828+2.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,413 | $3.05M | 0.06% | +12,034+69.2% | Added |
| Daiwa Securities Group Inc. | 29,394 | $3.04M | 0.01% | +3,101+11.8% | Added |
| MML Investors Services, LLC | 28,710 | $2.97M | 0.01% | +237+0.8% | Added |
| Wealthcare Advisory Partners LLC | 28,455 | $2.95M | 0.08% | −786−2.7% | Reduced |
| Ambassador Advisors, LLC | 28,388 | $2.94M | 0.51% | +25,391+847.2% | Added |
| J. Safra Sarasin Holding AG | 28,231 | $2.92M | 0.05% | −884−3.0% | Reduced |
| FJ Capital Management LLC | 27,929 | $2.89M | 0.30% | −1,591−5.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 27,833 | $2.88M | 0.26% | 00.0% | Unchanged |
| Weiss Asset Management LP | 27,787 | $2.88M | 0.07% | +27,787 | New |
| State of Alaska, Department of Revenue | 27,508 | $2.85M | 0.03% | +1,765+6.9% | Added |
| Moran Wealth Management, LLC | 27,476 | $2.85M | 0.09% | +27,476 | New |
| Oppenheimer Asset Management Inc. | 27,404 | $2.84M | 0.03% | −2,724−9.0% | Reduced |