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, Q4 2024
Institutional positions in Brown & Brown, Inc. as of Dec 31, 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
- 875
- +63 vs. Q3 2024
- Shares held
- 214.5M
- +6.10M (+2.9%) vs. Q3 2024
- Total value
- $21.9B
- +$322.7M (+1.5%) vs. Q3 2024
- New holders
- 126
- 338 more added
- Sold out
- 63
- 273 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 35,116 | $3.58M | 0.03% | +35,116 | New |
| Bank of Nova Scotia | 35,148 | $3.59M | 0.01% | +861+2.5% | Added |
| Integrity Financial Corp | 35,773 | $3.65M | 2.10% | +10.0% | Added |
| Elser Financial Planning, Inc | 35,835 | $3.66M | 0.22% | −2,994−7.7% | Reduced |
| Cetera Investment Advisers | 36,280 | $3.70M | 0.01% | +885+2.5% | Added |
| Henshaw Capital LLC | 36,498 | $3.72M | 0.16% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,096 | $3.79M | 0.01% | +12,950+53.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 37,832 | $3.84M | 0.05% | +8,419+28.6% | Added |
| CIBC World Markets Corp | 37,709 | $3.85M | 0.02% | −8,534−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,863 | $3.86M | 0.03% | +26+0.1% | Added |
| KBC Group NV | 37,994 | $3.88M | 0.01% | −3,234−7.8% | Reduced |
| Davenport & Co LLC | 38,588 | $3.94M | 0.02% | +598+1.6% | Added |
| CIBC Asset Management Inc | 38,706 | $3.95M | 0.01% | +1,707+4.6% | Added |
| Mutual of America Capital Management LLC | 39,341 | $4.01M | 0.04% | −1,716−4.2% | Reduced |
| Utah Retirement Systems | 39,390 | $4.02M | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 39,606 | $4.04M | 0.05% | −6,065−13.3% | Reduced |
| Catalyst Capital Advisors LLC | 39,700 | $4.05M | 0.09% | −655−1.6% | Reduced |
| D L Carlson Investment Group Inc | 40,081 | $4.09M | 0.73% | −608−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,297 | $4.11M | 0.03% | +8,557+27.0% | Added |
| Patton Fund Management, Inc. | 40,379 | $4.12M | 0.81% | −6,057−13.0% | Reduced |
| Legacy Financial Strategies, LLC | 41,973 | $4.22M | 0.91% | −1,653−3.8% | Reduced |
| First Hawaiian Bank | 41,682 | $4.25M | 0.14% | +34+0.1% | Added |
| Two Sigma Advisers, LP | 41,700 | $4.25M | 0.01% | +41,700 | New |
| Southeast Asset Advisors Inc. | 41,768 | $4.26M | 0.52% | −13,828−24.9% | Reduced |
| Wall Street Access Asset Management, LLC | 42,069 | $4.29M | 1.62% | +210.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,456 | $4.33M | 0.01% | +28,603+206.5% | Added |
| Tower Bridge Advisors | 42,666 | $4.35M | 0.46% | −335−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 43,186 | $4.41M | 0.00% | −3,480−7.5% | Reduced |
| Marshall Wace, LLP | 43,492 | $4.44M | 0.01% | +39,455+977.3% | Added |
| Xponance, Inc. | 43,796 | $4.47M | 0.04% | +1,772+4.2% | Added |
| Great Valley Advisor Group, Inc. | 43,928 | $4.48M | 0.10% | +3,780+9.4% | Added |
| DnB Asset Management AS | 45,279 | $4.62M | 0.02% | +2,920+6.9% | Added |
| Forsta Ap-Fonden | 45,600 | $4.65M | 0.03% | +1,000+2.2% | Added |
| IFM Investors Pty Ltd | 46,221 | $4.72M | 0.05% | −7,472−13.9% | Reduced |
| Great Lakes Advisors, LLC | 46,247 | $4.72M | 0.04% | −1,880−3.9% | Reduced |
| British Columbia Investment Management Corp | 46,423 | $4.74M | 0.03% | +5,973+14.8% | Added |
| Cerity Partners LLC | 48,139 | $4.95M | 0.01% | −6,113−11.3% | Reduced |
| Cubist Systematic Strategies, LLC | 48,689 | $4.97M | 0.08% | +44,590+1,087.8% | Added |
| Silphium Asset Management Ltd | 48,776 | $4.98M | 1.81% | +10,530+27.5% | Added |
| Squarepoint Ops LLC | 49,153 | $5.01M | 0.01% | +42,779+671.1% | Added |
| First National Bank of Omaha | 49,995 | $5.10M | 0.33% | −4,431−8.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,458 | $5.15M | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,467 | $5.15M | 0.03% | −1,075−2.1% | Reduced |
| WealthPLAN Partners, LLC | 51,337 | $5.24M | 0.74% | −317−0.6% | Reduced |
| Retirement Systems of Alabama | 51,387 | $5.24M | 0.02% | −217−0.4% | Reduced |
| Czech National Bank | 51,462 | $5.25M | 0.05% | +3,231+6.7% | Added |
| Park National Corp | 51,800 | $5.28M | 0.19% | −200−0.4% | Reduced |
| Amalgamated Bank | 51,904 | $5.29M | 0.04% | +421+0.8% | Added |
| Heirloom Wealth Management | 52,224 | $5.33M | 1.60% | +4,214+8.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,511 | $5.36M | 0.02% | +7,133+15.7% | Added |
| Aviva PLC | 53,096 | $5.42M | 0.01% | −1,048−1.9% | Reduced |
| Advisory Services Network, LLC | 54,441 | $5.55M | 0.10% | +18,740+52.5% | Added |
| Andra AP-fonden | 54,600 | $5.57M | 0.09% | +20,600+60.6% | Added |
| Stonebridge Financial Group, LLC | 56,431 | $5.76M | 0.63% | +56,431 | New |
| WCM Investment Management, LLC | 57,040 | $5.82M | 0.01% | −3,851−6.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 58,915 | $6.01M | 0.06% | +26,325+80.8% | Added |
| Leavell Investment Management, Inc. | 59,552 | $6.08M | 0.30% | 00.0% | Unchanged |
| Mariner, LLC | 60,382 | $6.16M | 0.01% | +3,361+5.9% | Added |
| Corebridge Financial, Inc. | 61,370 | $6.26M | 0.03% | +133+0.2% | Added |
| Public Sector Pension Investment Board | 61,601 | $6.28M | 0.03% | +20,316+49.2% | Added |
| Ibex Wealth Advisors | 61,728 | $6.30M | 0.74% | +61,728 | New |
| State of Michigan Retirement System | 64,451 | $6.58M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 65,146 | $6.65M | 0.01% | +35,254+117.9% | Added |
| Advisor Group Holdings, Inc. | 66,792 | $6.82M | 0.02% | −5,075−7.1% | Reduced |
| MetLife Investment Management | 67,474 | $6.88M | 0.04% | +1,093+1.6% | Added |
| Boston Trust Walden Corp | 68,318 | $6.97M | 0.05% | −31,161−31.3% | Reduced |
| Forte Capital LLC | 69,896 | $7.13M | 0.80% | +1,367+2.0% | Added |
| HWG Holdings LP | 70,269 | $7.17M | 2.35% | +2,447+3.6% | Added |
| Arizona State Retirement System | 70,426 | $7.18M | 0.04% | +961+1.4% | Added |
| Caisse de Depot Et Placement du Quebec | 70,880 | $7.23M | 0.02% | −300−0.4% | Reduced |
| Quantbot Technologies LP | 71,199 | $7.26M | 0.27% | −23,705−25.0% | Reduced |
| Quantinno Capital Management LP | 72,090 | $7.35M | 0.07% | +7,703+12.0% | Added |
| Captrust Financial Advisors | 73,632 | $7.51M | 0.02% | +23,797+47.8% | Added |
| Nisa Investment Advisors, LLC | 76,537 | $7.81M | 0.03% | −15,453−16.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 77,690 | $7.93M | 0.04% | +77,690 | New |
| KLP Kapitalforvaltning AS | 81,100 | $8.27M | 0.04% | +81,100 | New |
| Comerica Bank | 81,449 | $8.31M | 0.03% | +2,330+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 81,739 | $8.34M | 0.20% | +3,395+4.3% | Added |
| TownSquare Capital, LLC | 82,900 | $8.46M | 0.10% | +4,755+6.1% | Added |
| Rafferty Asset Management, LLC | 83,738 | $8.54M | 0.03% | +3,466+4.3% | Added |
| Verition Fund Management LLC | 83,906 | $8.56M | 0.04% | +77,962+1,311.6% | Added |
| State of New Jersey Common Pension Fund D | 84,370 | $8.61M | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 86,016 | $8.76M | 0.02% | −12,587−12.8% | Reduced |
| HighTower Advisors, LLC | 86,299 | $8.80M | 0.01% | +3,754+4.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 88,443 | $9.02M | 0.09% | +15,100+20.6% | Added |
| ExodusPoint Capital Management, LP | 88,687 | $9.05M | 0.09% | +82,152+1,257.1% | Added |
| Neuberger Berman Group LLC | 90,241 | $9.21M | 0.01% | −4,757−5.0% | Reduced |
| Terry L. Blaker | 90,299 | $9.21M | 0.35% | +561+0.6% | Added |
| Motley Fool Asset Management LLC | 90,514 | $9.23M | 0.48% | −30,268−25.1% | Reduced |
| Susquehanna International Group, LLP | 91,463 | $9.33M | 0.01% | −9,236−9.2% | Reduced |
| Marks Group Wealth Management, Inc | 91,502 | $9.34M | 0.92% | −3,890−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 91,666 | $9.35M | 0.03% | −4,099−4.3% | Reduced |
| Pictet North America Advisors SA | 92,922 | $9.48M | 0.90% | +2,737+3.0% | Added |
| Benjamin Edwards Inc | 93,492 | $9.54M | 0.14% | −2,291−2.4% | Reduced |
| BCM Advisors, LLC | 89,527 | $9.56M | 2.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 94,093 | $9.60M | 0.01% | +4,424+4.9% | Added |
| Asset Management One Co.,Ltd. | 93,378 | $9.61M | 0.03% | −2,713−2.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 94,400 | $9.63M | 0.06% | +1,600+1.7% | Added |
| Federated Hermes, Inc. | 96,426 | $9.84M | 0.02% | +1,875+2.0% | Added |
| Spring Capital Management, LLC | 96,742 | $9.87M | 5.89% | +6,672+7.4% | Added |