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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 98,527 | $10.1M | 0.99% | −10,797−9.9% | Reduced |
| Heron Bay Capital Management | 98,584 | $10.1M | 2.10% | −275−0.3% | Reduced |
| Shell Asset Management Co | 101,314 | $10.3M | 0.45% | −683−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 101,800 | $10.4M | 0.02% | +101,800 | New |
| Resona Asset Management Co.,Ltd. | 101,762 | $10.4M | 0.06% | −903−0.9% | Reduced |
| Korea Investment CORP | 103,016 | $10.5M | 0.02% | −21,161−17.0% | Reduced |
| Twinbeech Capital LP | 104,667 | $10.7M | 0.18% | +44,437+73.8% | Added |
| Treasurer of the State of North Carolina | 105,681 | $10.8M | 0.04% | +1,310+1.3% | Added |
| Hantz Financial Services, Inc. | 107,380 | $11.0M | 0.19% | +154+0.1% | Added |
| Toronto Dominion Bank | 110,297 | $11.3M | 0.02% | −7,497−6.4% | Reduced |
| Quantum Capital Management, LLC | 111,262 | $11.4M | 1.22% | +175+0.2% | Added |
| State of Tennessee, Treasury Department | 112,493 | $11.5M | 0.04% | +26,520+30.8% | Added |
| Speece Thorson Capital Group Inc | 113,304 | $11.6M | 2.28% | −577−0.5% | Reduced |
| Vaughan David Investments LLC | 113,372 | $11.6M | 0.27% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 115,163 | $11.7M | 0.03% | −455,024−79.8% | Reduced |
| Umb Bank N A | 117,809 | $12.0M | 0.19% | +122+0.1% | Added |
| Guggenheim Capital LLC | 118,091 | $12.0M | 0.10% | +28,721+32.1% | Added |
| Franklin Resources Inc | 118,797 | $12.1M | 0.00% | +9,631+8.8% | Added |
| Lountzis Asset Management, LLC | 120,902 | $12.3M | 5.22% | −3,035−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 122,113 | $12.5M | 0.02% | −20,241−14.2% | Reduced |
| Cooper Investors Pty Ltd | 122,165 | $12.5M | 1.96% | −24,516−16.7% | Reduced |
| Man Group plc | 122,941 | $12.5M | 0.04% | −34,641−22.0% | Reduced |
| Yousif Capital Management, LLC | 124,258 | $12.7M | 0.14% | −426−0.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 124,549 | $12.7M | 0.04% | −2,395−1.9% | Reduced |
| Prudential Financial Inc | 124,841 | $12.7M | 0.02% | −24,487−16.4% | Reduced |
| Segall Bryant & Hamill, LLC | 125,350 | $12.8M | 0.18% | −744−0.6% | Reduced |
| Mattern Capital Management, LLC | 126,738 | $12.9M | 1.68% | −2,668−2.1% | Reduced |
| Diamond Hill Capital Management Inc | 127,846 | $13.0M | 0.06% | −11,755−8.4% | Reduced |
| New Age Alpha Advisors, LLC | 129,297 | $13.2M | 0.53% | +129,139+81,733.5% | Added |
| Renaissance Technologies LLC | 137,000 | $14.0M | 0.02% | −166,400−54.8% | Reduced |
| Two Sigma Investments, LP | 137,664 | $14.0M | 0.03% | +116,959+564.9% | Added |
| Kennedy Capital Management, Inc. | 138,318 | $14.1M | 0.31% | −14,530−9.5% | Reduced |
| Running Oak Capital LLC | 139,759 | $14.3M | 1.86% | +8,688+6.6% | Added |
| Thrivent Financial for Lutherans | 139,509 | $14.3M | 0.03% | −96,108−40.8% | Reduced |
| Wellington Management Group LLP | 140,296 | $14.3M | 0.00% | −6,801−4.6% | Reduced |
| Congress Wealth Management LLC | 141,783 | $14.5M | 0.20% | −2,225−1.5% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 143,443 | $14.6M | 3.79% | 00.0% | Unchanged |
| Omers Administration Corp | 146,411 | $14.9M | 0.13% | +1,731+1.2% | Added |
| Voloridge Investment Management, LLC | 151,093 | $15.4M | 0.05% | −104,431−40.9% | Reduced |
| Charter Trust Co | 161,539 | $16.5M | 1.08% | +1,084+0.7% | Added |
| Voya Investment Management LLC | 167,198 | $17.1M | 0.02% | +7,094+4.4% | Added |
| Visualize Group LP | 167,200 | $17.1M | 10.80% | +167,200 | New |
| Commonwealth Equity Services, LLC | 168,838 | $17.2M | 0.03% | +54,246+47.3% | Added |
| Sanctuary Advisors, LLC | 163,559 | $17.2M | 0.11% | +1,990+1.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 169,825 | $17.3M | 0.03% | +169,825 | New |
| Freestone Grove Partners LP | 171,895 | $17.5M | 0.21% | +171,895 | New |
| Russell Investments Group, Ltd. | 176,784 | $18.0M | 0.02% | −31,339−15.1% | Reduced |
| Baird Financial Group, Inc. | 178,259 | $18.2M | 0.03% | −8,160−4.4% | Reduced |
| 1832 Asset Management L.P. | 179,628 | $18.3M | 0.03% | −16,067−8.2% | Reduced |
| Sterling Capital Management LLC | 179,634 | $18.3M | 0.25% | −17,612−8.9% | Reduced |
| Great West Life Assurance Co | 181,287 | $18.5M | 0.03% | +8,317+4.8% | Added |
| Whittier Trust Co | 186,838 | $19.1M | 0.25% | +6,054+3.3% | Added |
| Public Employees Retirement Association of Colorado | 187,291 | $19.1M | 0.08% | 00.0% | Unchanged |
| National Bank of Canada | 189,798 | $19.4M | 0.03% | +68,745+56.8% | Added |
| D. E. Shaw & Co., Inc. | 195,166 | $19.9M | 0.02% | −41,870−17.7% | Reduced |
| Gotham Asset Management, LLC | 202,933 | $20.7M | 0.20% | +12,072+6.3% | Added |
| Citigroup Inc | 203,466 | $20.8M | 0.02% | −72,013−26.1% | Reduced |
| Danske Bank A/S | 210,291 | $21.5M | 0.06% | −37,419−15.1% | Reduced |
| New York State Teachers Retirement System | 211,908 | $21.6M | 0.05% | −14,892−6.6% | Reduced |
| LPL Financial LLC | 217,848 | $22.2M | 0.01% | +50,837+30.4% | Added |
| Summit Wealth Partners, LLC | 221,700 | $22.6M | 4.64% | −15,000−6.3% | Reduced |
| State of Wisconsin Investment Board | 228,444 | $23.3M | 0.06% | +10,206+4.7% | Added |
| Port Capital LLC | 240,332 | $24.5M | 1.12% | +2,423+1.0% | Added |
| TD Asset Management Inc | 243,668 | $24.9M | 0.02% | +2,302+1.0% | Added |
| Toroso Investments, LLC | 244,214 | $24.9M | 0.20% | −14,991−5.8% | Reduced |
| Credit Agricole S A | 244,725 | $25.0M | 0.08% | +23,972+10.9% | Added |
| Alliancebernstein L.P. | 247,110 | $25.2M | 0.01% | −1,479−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 255,626 | $26.1M | 0.15% | +50,415+24.6% | Added |
| DekaBank Deutsche Girozentrale | 260,347 | $26.5M | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 260,537 | $26.6M | 0.05% | 00.0% | Unchanged |
| Rathbone Brothers plc | 275,457 | $28.1M | 0.14% | +275,457 | New |
| Motley Fool Wealth Management, LLC | 277,605 | $28.4M | 1.46% | −13,551−4.7% | Reduced |
| Assenagon Asset Management S.A. | 278,454 | $28.4M | 0.05% | −273,807−49.6% | Reduced |
| Truist Financial Corp | 279,134 | $28.5M | 0.04% | +5,521+2.0% | Added |
| Local Pensions Partnership Investment Ltd | 284,000 | $29.0M | 0.54% | +284,000 | New |
| Prospector Partners LLC | 285,170 | $29.1M | 3.30% | +696+0.2% | Added |
| Teacher Retirement System of Texas | 289,342 | $29.5M | 0.11% | +188,070+185.7% | Added |
| New York State Common Retirement Fund | 289,522 | $29.5M | 0.04% | −19,900−6.4% | Reduced |
| Philo Smith Capital Corp | 292,450 | $29.8M | 8.45% | −33,000−10.1% | Reduced |
| Janney Montgomery Scott LLC | 293,610 | $30.0M | 0.08% | −25,668−8.0% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 294,809 | $30.1M | 1.10% | +294,809 | New |
| Ferguson Wellman Capital Management, Inc | 304,391 | $31.1M | 0.59% | −3,001−1.0% | Reduced |
| Victory Capital Management Inc | 304,405 | $31.1M | 0.03% | +50,510+19.9% | Added |
| Worldquant Millennium Advisors LLC | 308,395 | $31.5M | 0.20% | +179,934+140.1% | Added |
| Osterweis Capital Management Inc | 308,876 | $31.5M | 1.47% | −66,089−17.6% | Reduced |
| Pictet Asset Management Holding SA | 323,882 | $33.0M | 0.04% | +97,054+42.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 324,242 | $33.1M | 0.08% | +141,700+77.6% | Added |
| Cresset Asset Management, LLC | 329,417 | $33.6M | 0.16% | −53,470−14.0% | Reduced |
| National Pension Service | 340,192 | $34.7M | 0.03% | −26,327−7.2% | Reduced |
| California State Teachers Retirement System | 347,279 | $35.4M | 0.04% | −11,773−3.3% | Reduced |
| APG Asset Management N.V. | 382,072 | $37.6M | 0.10% | −284,347−42.7% | Reduced |
| Stifel Financial Corp | 373,017 | $38.1M | 0.04% | +5,677+1.5% | Added |
| SEI Investments Co | 374,927 | $38.3M | 0.05% | +44,919+13.6% | Added |
| Bank of Montreal | 379,140 | $38.7M | 0.02% | +1,690+0.4% | Added |
| TimesSquare Capital Management, LLC | 391,872 | $40.0M | 0.58% | −22,155−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 403,647 | $41.2M | 0.03% | +28,053+7.5% | Added |
| Cookson Peirce & Co Inc | 407,411 | $41.6M | 1.88% | −4,963−1.2% | Reduced |
| CI Private Wealth, LLC | 411,950 | $42.0M | 0.07% | +26,065+6.8% | Added |
| Polar Capital Holdings Plc | 412,500 | $42.1M | 0.24% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 423,017 | $43.2M | 0.06% | +111,883+36.0% | Added |