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 |
|---|---|---|---|---|---|
| Lansforsakringar Fondforvaltning AB (publ) | 77,690 | $7.93M | 0.04% | +77,690 | New |
| Nisa Investment Advisors, LLC | 76,537 | $7.81M | 0.03% | −15,453−16.8% | Reduced |
| Captrust Financial Advisors | 73,632 | $7.51M | 0.02% | +23,797+47.8% | Added |
| Quantinno Capital Management LP | 72,090 | $7.35M | 0.07% | +7,703+12.0% | Added |
| Quantbot Technologies LP | 71,199 | $7.26M | 0.27% | −23,705−25.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 70,880 | $7.23M | 0.02% | −300−0.4% | Reduced |
| Arizona State Retirement System | 70,426 | $7.18M | 0.04% | +961+1.4% | Added |
| HWG Holdings LP | 70,269 | $7.17M | 2.35% | +2,447+3.6% | Added |
| Forte Capital LLC | 69,896 | $7.13M | 0.80% | +1,367+2.0% | Added |
| Boston Trust Walden Corp | 68,318 | $6.97M | 0.05% | −31,161−31.3% | Reduced |
| MetLife Investment Management | 67,474 | $6.88M | 0.04% | +1,093+1.6% | Added |
| Advisor Group Holdings, Inc. | 66,792 | $6.82M | 0.02% | −5,075−7.1% | Reduced |
| Creative Planning | 65,146 | $6.65M | 0.01% | +35,254+117.9% | Added |
| State of Michigan Retirement System | 64,451 | $6.58M | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 61,728 | $6.30M | 0.74% | +61,728 | New |
| Public Sector Pension Investment Board | 61,601 | $6.28M | 0.03% | +20,316+49.2% | Added |
| Corebridge Financial, Inc. | 61,370 | $6.26M | 0.03% | +133+0.2% | Added |
| Mariner, LLC | 60,382 | $6.16M | 0.01% | +3,361+5.9% | Added |
| Leavell Investment Management, Inc. | 59,552 | $6.08M | 0.30% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 58,915 | $6.01M | 0.06% | +26,325+80.8% | Added |
| WCM Investment Management, LLC | 57,040 | $5.82M | 0.01% | −3,851−6.3% | Reduced |
| Stonebridge Financial Group, LLC | 56,431 | $5.76M | 0.63% | +56,431 | New |
| Andra AP-fonden | 54,600 | $5.57M | 0.09% | +20,600+60.6% | Added |
| Advisory Services Network, LLC | 54,441 | $5.55M | 0.10% | +18,740+52.5% | Added |
| Aviva PLC | 53,096 | $5.42M | 0.01% | −1,048−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,511 | $5.36M | 0.02% | +7,133+15.7% | Added |
| Heirloom Wealth Management | 52,224 | $5.33M | 1.60% | +4,214+8.8% | Added |
| Amalgamated Bank | 51,904 | $5.29M | 0.04% | +421+0.8% | Added |
| Park National Corp | 51,800 | $5.28M | 0.19% | −200−0.4% | Reduced |
| Czech National Bank | 51,462 | $5.25M | 0.05% | +3,231+6.7% | Added |
| Retirement Systems of Alabama | 51,387 | $5.24M | 0.02% | −217−0.4% | Reduced |
| WealthPLAN Partners, LLC | 51,337 | $5.24M | 0.74% | −317−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,467 | $5.15M | 0.03% | −1,075−2.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,458 | $5.15M | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 49,995 | $5.10M | 0.33% | −4,431−8.1% | Reduced |
| Squarepoint Ops LLC | 49,153 | $5.01M | 0.01% | +42,779+671.1% | Added |
| Silphium Asset Management Ltd | 48,776 | $4.98M | 1.81% | +10,530+27.5% | Added |
| Cubist Systematic Strategies, LLC | 48,689 | $4.97M | 0.08% | +44,590+1,087.8% | Added |
| Cerity Partners LLC | 48,139 | $4.95M | 0.01% | −6,113−11.3% | Reduced |
| British Columbia Investment Management Corp | 46,423 | $4.74M | 0.03% | +5,973+14.8% | Added |
| Great Lakes Advisors, LLC | 46,247 | $4.72M | 0.04% | −1,880−3.9% | Reduced |
| IFM Investors Pty Ltd | 46,221 | $4.72M | 0.05% | −7,472−13.9% | Reduced |
| Forsta Ap-Fonden | 45,600 | $4.65M | 0.03% | +1,000+2.2% | Added |
| DnB Asset Management AS | 45,279 | $4.62M | 0.02% | +2,920+6.9% | Added |
| Great Valley Advisor Group, Inc. | 43,928 | $4.48M | 0.10% | +3,780+9.4% | Added |
| Xponance, Inc. | 43,796 | $4.47M | 0.04% | +1,772+4.2% | Added |
| Marshall Wace, LLP | 43,492 | $4.44M | 0.01% | +39,455+977.3% | Added |
| The PNC Financial Services Group, Inc. | 43,186 | $4.41M | 0.00% | −3,480−7.5% | Reduced |
| Tower Bridge Advisors | 42,666 | $4.35M | 0.46% | −335−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,456 | $4.33M | 0.01% | +28,603+206.5% | Added |
| Wall Street Access Asset Management, LLC | 42,069 | $4.29M | 1.62% | +210.0% | Added |
| Southeast Asset Advisors Inc. | 41,768 | $4.26M | 0.52% | −13,828−24.9% | Reduced |
| Two Sigma Advisers, LP | 41,700 | $4.25M | 0.01% | +41,700 | New |
| First Hawaiian Bank | 41,682 | $4.25M | 0.14% | +34+0.1% | Added |
| Legacy Financial Strategies, LLC | 41,973 | $4.22M | 0.91% | −1,653−3.8% | Reduced |
| Patton Fund Management, Inc. | 40,379 | $4.12M | 0.81% | −6,057−13.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,297 | $4.11M | 0.03% | +8,557+27.0% | Added |
| D L Carlson Investment Group Inc | 40,081 | $4.09M | 0.73% | −608−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 39,700 | $4.05M | 0.09% | −655−1.6% | Reduced |
| Independent Advisor Alliance | 39,606 | $4.04M | 0.05% | −6,065−13.3% | Reduced |
| Utah Retirement Systems | 39,390 | $4.02M | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 39,341 | $4.01M | 0.04% | −1,716−4.2% | Reduced |
| CIBC Asset Management Inc | 38,706 | $3.95M | 0.01% | +1,707+4.6% | Added |
| Davenport & Co LLC | 38,588 | $3.94M | 0.02% | +598+1.6% | Added |
| KBC Group NV | 37,994 | $3.88M | 0.01% | −3,234−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,863 | $3.86M | 0.03% | +26+0.1% | Added |
| CIBC World Markets Corp | 37,709 | $3.85M | 0.02% | −8,534−18.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 37,832 | $3.84M | 0.05% | +8,419+28.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,096 | $3.79M | 0.01% | +12,950+53.6% | Added |
| Henshaw Capital LLC | 36,498 | $3.72M | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 36,280 | $3.70M | 0.01% | +885+2.5% | Added |
| Elser Financial Planning, Inc | 35,835 | $3.66M | 0.22% | −2,994−7.7% | Reduced |
| Integrity Financial Corp | 35,773 | $3.65M | 2.10% | +10.0% | Added |
| Bank of Nova Scotia | 35,148 | $3.59M | 0.01% | +861+2.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 35,116 | $3.58M | 0.03% | +35,116 | New |
| Brendel Financial Advisors LLC | 34,564 | $3.53M | 2.13% | −1,494−4.1% | Reduced |
| Threadgill Financial, LLC | 34,402 | $3.51M | 1.87% | +957+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 34,197 | $3.49M | 0.00% | +27,297+395.6% | Added |
| Dorsey Wright & Associates | 34,135 | $3.48M | 0.83% | +1,259+3.8% | Added |
| Pacer Advisors, Inc. | 34,126 | $3.48M | 0.01% | −20,693−37.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,376 | $3.41M | 0.02% | −911−2.7% | Reduced |
| Otter Creek Advisors, LLC | 32,995 | $3.37M | 2.32% | −6,218−15.9% | Reduced |
| Atria Investments LLC | 32,819 | $3.35M | 0.04% | −2,221−6.3% | Reduced |
| First National Advisers, LLC | 32,546 | $3.32M | 0.54% | −3,385−9.4% | Reduced |
| AXA S.A. | 32,516 | $3.32M | 0.01% | −57,159−63.7% | Reduced |
| New York Life Investment Management LLC | 31,937 | $3.26M | 0.03% | +322+1.0% | Added |
| Daiwa Securities Group Inc. | 31,719 | $3.24M | 0.01% | +2,325+7.9% | Added |
| Edgestream Partners, L.P. | 31,667 | $3.23M | 0.14% | +10,017+46.3% | Added |
| RSM US Wealth Management LLC | 31,339 | $3.20M | 0.05% | +757+2.5% | Added |
| Jackson Wealth Management, LLC | 31,235 | $3.19M | 0.36% | +1,059+3.5% | Added |
| STRS Ohio | 31,218 | $3.18M | 0.01% | +31,218 | New |
| Nissay Asset Management Corp | 30,720 | $3.16M | 0.02% | +144+0.5% | Added |
| Coldstream Capital Management Inc | 30,805 | $3.14M | 0.07% | +859+2.9% | Added |
| Crawford Investment Counsel Inc | 30,619 | $3.12M | 0.06% | −501−1.6% | Reduced |
| US Bancorp | 30,117 | $3.07M | 0.00% | −2,123−6.6% | Reduced |
| Ambassador Advisors, LLC | 30,022 | $3.06M | 0.52% | +1,634+5.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,631 | $3.05M | 0.01% | +7,835+35.9% | Added |
| D.A. Davidson & Co. | 29,841 | $3.04M | 0.02% | +361+1.2% | Added |
| Peak Financial Advisors LLC | 29,771 | $3.04M | 1.58% | +29,771 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 29,746 | $3.03M | 0.61% | +9,467+46.7% | Added |