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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 27,363 | $2.83M | 0.47% | −750−2.7% | Reduced |
| Insight Wealth Strategies, LLC | 26,999 | $2.80M | 0.37% | −894−3.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,863 | $2.68M | 0.02% | +25,863 | New |
| Stephens Inc | 25,684 | $2.66M | 0.04% | −993−3.7% | Reduced |
| Panagora Asset Management Inc | 25,483 | $2.64M | 0.01% | −165−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 25,216 | $2.61M | 0.01% | +595+2.4% | Added |
| Janus Henderson Group PLC | 25,195 | $2.61M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,054 | $2.60M | 0.03% | +2,454+10.9% | Added |
| Access Investment Management LLC | 25,000 | $2.59M | 0.79% | −11,213−31.0% | Reduced |
| TAP Consulting, LLC | 24,301 | $2.52M | 0.50% | +525+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,146 | $2.50M | 0.01% | −5,265−17.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,069 | $2.49M | 0.17% | −107−0.4% | Reduced |
| Harbor Advisors LLC | 24,000 | $2.49M | 0.42% | 00.0% | Unchanged |
| Bessemer Group Inc | 23,828 | $2.47M | 0.00% | −4,374−15.5% | Reduced |
| Achmea Investment Management B.V. | 23,746 | $2.46M | 0.04% | −17,364−42.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,340 | $2.42M | 0.01% | −429−1.8% | Reduced |
| JustInvest LLC | 23,097 | $2.39M | 0.04% | +3,584+18.4% | Added |
| Crossmark Global Holdings, Inc. | 22,929 | $2.38M | 0.04% | +113+0.5% | Added |
| IFP Advisors, Inc | 22,861 | $2.37M | 0.09% | +7,298+46.9% | Added |
| Sabal Trust CO | 22,850 | $2.37M | 0.13% | +1,968+9.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,653 | $2.35M | 0.01% | +963+4.4% | Added |
| Qsemble Capital Management, LP | 22,389 | $2.32M | 0.43% | +22,389 | New |
| AQR Capital Management LLC | 22,579 | $2.32M | 0.00% | +10,160+81.8% | Added |
| Kesler, Norman & Wride, LLC | 22,337 | $2.31M | 0.45% | −3,853−14.7% | Reduced |
| Salem Investment Counselors Inc | 22,000 | $2.28M | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 21,650 | $2.24M | 0.10% | +1,309+6.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,796 | $2.24M | 0.01% | +3,571+19.6% | Added |
| Elo Mutual Pension Insurance Co | 21,537 | $2.23M | 0.05% | +1,038+5.1% | Added |
| Centiva Capital, LP | 20,955 | $2.17M | 0.10% | +18,418+726.0% | Added |
| Cacti Asset Management LLC | 21,000 | $2.17M | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 20,916 | $2.17M | 0.07% | +105+0.5% | Added |
| Keybank National Association | 20,879 | $2.16M | 0.01% | −534−2.5% | Reduced |
| UniSuper Management Pty Ltd | 20,878 | $2.16M | 0.02% | +350+1.7% | Added |
| BOK Financial Private Wealth, Inc. | 20,762 | $2.15M | 0.16% | −3,292−13.7% | Reduced |
| Nordea Investment Management AB | 20,911 | $2.15M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 20,733 | $2.15M | 0.04% | −9,002−30.3% | Reduced |
| Two Sigma Investments, LP | 20,705 | $2.15M | 0.00% | +20,705 | New |
| Illinois Municipal Retirement Fund | 20,702 | $2.14M | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 20,684 | $2.14M | 0.03% | +418+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 20,338 | $2.11M | 0.00% | +704+3.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,279 | $2.10M | 0.58% | +834+4.3% | Added |
| Oregon Public Employees Retirement Fund | 20,249 | $2.10M | 0.04% | −90−0.4% | Reduced |
| Pathstone Holdings, LLC | 20,129 | $2.09M | 0.01% | −5,494−21.4% | Reduced |
| Jump Financial, LLC | 19,914 | $2.06M | 0.04% | −25,174−55.8% | Reduced |
| QRG Capital Management, Inc. | 19,543 | $2.02M | 0.02% | +2,664+15.8% | Added |
| CX Institutional | 19,485 | $2.02M | 0.09% | +28+0.1% | Added |
| AE Wealth Management LLC | 19,446 | $2.01M | 0.02% | −2,826−12.7% | Reduced |
| Gulf International Bank (UK) Ltd | 19,064 | $1.98M | 0.05% | −877−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 18,825 | $1.95M | 0.01% | +290+1.6% | Added |
| Prospera Financial Services Inc | 18,566 | $1.92M | 0.05% | −145−0.8% | Reduced |
| Schroder Investment Management Group | 18,081 | $1.86M | 0.00% | −5,334−22.8% | Reduced |
| Bokf, NA | 17,736 | $1.86M | 0.03% | −67−0.4% | Reduced |
| PGGM Investments | 17,910 | $1.85M | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,798 | $1.84M | 0.02% | +1,278+7.7% | Added |
| Teachers Retirement System of the State of Kentucky | 17,661 | $1.83M | 0.02% | −1,062−5.7% | Reduced |
| Twin Capital Management Inc | 17,498 | $1.81M | 0.20% | −144−0.8% | Reduced |
| Trueblood Wealth Management, LLC | 17,488 | $1.81M | 0.91% | −253−1.4% | Reduced |
| Mercer Global Advisors Inc | 17,249 | $1.81M | 0.00% | +3,171+22.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 17,443 | $1.81M | 0.55% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 16,980 | $1.76M | 0.28% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16,787 | $1.74M | 0.05% | −465−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,659 | $1.73M | 0.01% | −787−4.5% | Reduced |
| Sepio Capital, LP | 16,647 | $1.72M | 0.13% | −4,098−19.8% | Reduced |
| Kentucky Retirement Systems | 16,494 | $1.71M | 0.05% | −1,347−7.6% | Reduced |
| Ethic Inc. | 19,348 | $1.69M | 0.04% | +1,219+6.7% | Added |
| GWM Advisors LLC | 16,082 | $1.67M | 0.01% | −3,474−17.8% | Reduced |
| Glenmede Trust Co NA | 16,031 | $1.66M | 0.01% | −3,995−19.9% | Reduced |
| Prudential PLC | 15,929 | $1.65M | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 15,629 | $1.62M | 0.55% | −12,865−45.1% | Reduced |
| Golden State Equity Partners | 15,602 | $1.62M | 0.25% | +4,188+36.7% | Added |
| Walleye Capital LLC | 15,518 | $1.61M | 0.02% | +12,041+346.3% | Added |
| SlateStone Wealth, LLC | 15,400 | $1.59M | 0.14% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 15,353 | $1.59M | 0.03% | −2,897−15.9% | Reduced |
| Greenleaf Trust | 15,336 | $1.59M | 0.01% | +11,411+290.7% | Added |
| Capstone Investment Advisors, LLC | 15,206 | $1.58M | 0.03% | +5,727+60.4% | Added |
| Hartford Investment Management Co | 15,199 | $1.57M | 0.05% | −179−1.2% | Reduced |
| Metis Global Partners, LLC | 15,064 | $1.56M | 0.05% | +974+6.9% | Added |
| Everence Capital Management Inc | 15,040 | $1.56M | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 14,942 | $1.55M | 0.11% | 00.0% | Unchanged |
| Suncoast Equity Management | 14,355 | $1.49M | 0.17% | +400+2.9% | Added |
| Cim, LLC | 14,277 | $1.48M | 0.21% | −507−3.4% | Reduced |
| Fiduciary Trust Co | 14,136 | $1.46M | 0.02% | +1,732+14.0% | Added |
| Engineers Gate Manager LP | 14,077 | $1.46M | 0.03% | +14,077 | New |
| American Century Companies Inc | 13,867 | $1.44M | 0.00% | −2,641−16.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,853 | $1.44M | 0.00% | +1,380+11.1% | Added |
| Maryland State Retirement & Pension System | 13,671 | $1.42M | 0.03% | −4,428−24.5% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 13,560 | $1.40M | 0.60% | −2,258−14.3% | Reduced |
| Rakuten Investment Management, Inc. | 13,520 | $1.39M | 0.01% | +3,355+33.0% | Added |
| Hunter Associates Investment Management LLC | 13,355 | $1.38M | 0.21% | −2,400−15.2% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $1.38M | 0.03% | −100−0.7% | Reduced |
| Cullinan Associates Inc | 13,000 | $1.38M | 0.08% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 13,283 | $1.38M | 0.30% | +13,283 | New |
| Zacks Investment Management | 13,217 | $1.37M | 0.01% | −3,789−22.3% | Reduced |
| Nebula Research & Development LLC | 13,199 | $1.37M | 0.16% | +13,199 | New |
| Securian Asset Management, Inc | 13,031 | $1.35M | 0.04% | −474−3.5% | Reduced |
| Nomura Holdings Inc | 12,986 | $1.35M | 0.01% | +3,153+32.1% | Added |
| Inceptionr LLC | 12,633 | $1.31M | 0.32% | +12,633 | New |
| EP Wealth Advisors, LLC | 12,478 | $1.29M | 0.01% | +753+6.4% | Added |
| CWM Advisors, LLC | 12,341 | $1.28M | 0.13% | −1,794−12.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,208 | $1.26M | 0.09% | +370+3.1% | Added |