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, Q1 2025
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2025. 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
- 911
- +49 vs. Q4 2024
- Shares held
- 219.5M
- +8.20M (+3.9%) vs. Q4 2024
- Total value
- $27.3B
- +$5.73B (+26.6%) vs. Q4 2024
- New holders
- 133
- 338 more added
- Sold out
- 84
- 316 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Local Pensions Partnership Investment Ltd | 284,000 | $35.3M | 0.70% | 00.0% | Unchanged |
| Prospector Partners LLC | 283,640 | $35.3M | 4.03% | −1,530−0.5% | Reduced |
| LPL Financial LLC | 281,572 | $35.0M | 0.01% | +63,724+29.3% | Added |
| Truist Financial Corp | 280,297 | $34.9M | 0.06% | +1,163+0.4% | Added |
| Citigroup Inc | 279,713 | $34.8M | 0.03% | +76,247+37.5% | Added |
| Candriam Luxembourg S.C.A. | 273,043 | $34.0M | 0.21% | +17,417+6.8% | Added |
| Philo Smith Capital Corp | 272,450 | $33.9M | 9.32% | −20,000−6.8% | Reduced |
| Janney Montgomery Scott LLC | 265,227 | $33.0M | 0.09% | −28,383−9.7% | Reduced |
| State Board of Administration of Florida Retirement System | 258,757 | $32.2M | 0.06% | −1,780−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 254,091 | $31.6M | 0.13% | +66,800+35.7% | Added |
| Motley Fool Wealth Management, LLC | 253,443 | $31.5M | 1.86% | −24,162−8.7% | Reduced |
| DekaBank Deutsche Girozentrale | 251,839 | $30.8M | 0.06% | −8,508−3.3% | Reduced |
| Alliancebernstein L.P. | 247,304 | $30.8M | 0.01% | +194+0.1% | Added |
| TD Asset Management Inc | 243,887 | $30.3M | 0.03% | +219+0.1% | Added |
| Credit Agricole S A | 239,402 | $29.8M | 0.11% | −5,323−2.2% | Reduced |
| Los Angeles Capital Management LLC | 236,854 | $29.5M | 0.13% | −252,162−51.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 235,104 | $29.2M | 0.06% | −437,182−65.0% | Reduced |
| Russell Investments Group, Ltd. | 216,438 | $26.9M | 0.04% | +39,654+22.4% | Added |
| Gotham Asset Management, LLC | 214,896 | $26.7M | 0.22% | +11,963+5.9% | Added |
| New York State Teachers Retirement System | 208,028 | $25.9M | 0.06% | −3,880−1.8% | Reduced |
| Voya Investment Management LLC | 204,438 | $25.4M | 0.03% | +37,240+22.3% | Added |
| Summit Wealth Partners, LLC | 201,700 | $25.1M | 5.09% | −20,000−9.0% | Reduced |
| National Bank of Canada | 193,872 | $24.1M | 0.03% | +4,074+2.1% | Added |
| Zurich Insurance Group Ltd | 193,221 | $24.0M | 0.19% | −232,926−54.7% | Reduced |
| Great West Life Assurance Co | 180,695 | $22.5M | 0.04% | −592−0.3% | Reduced |
| Baird Financial Group, Inc. | 175,218 | $21.8M | 0.04% | −3,041−1.7% | Reduced |
| Sterling Capital Management LLC | 174,168 | $21.7M | 0.34% | −5,466−3.0% | Reduced |
| Whittier Trust Co | 173,514 | $21.6M | 0.30% | −13,324−7.1% | Reduced |
| Renaissance Technologies LLC | 173,000 | $21.5M | 0.03% | +36,000+26.3% | Added |
| Commonwealth Equity Services, LLC | 171,763 | $21.4M | 0.03% | +2,925+1.7% | Added |
| Standard Life Aberdeen plc | 163,970 | $20.3M | 0.04% | +77,954+90.6% | Added |
| Charter Trust Co | 160,568 | $20.0M | 1.32% | −971−0.6% | Reduced |
| Sanctuary Advisors, LLC | 160,412 | $20.0M | 0.14% | −3,147−1.9% | Reduced |
| State of Wisconsin Investment Board | 156,993 | $19.5M | 0.05% | −71,451−31.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 150,175 | $18.7M | 0.32% | +138,525+1,189.1% | Added |
| Wilson Asset Management (International) Pty Ltd | 143,443 | $17.8M | 4.77% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 142,763 | $17.8M | 0.03% | −36,865−20.5% | Reduced |
| Running Oak Capital LLC | 140,490 | $17.5M | 2.11% | +731+0.5% | Added |
| Ensign Peak Advisors, Inc | 140,145 | $17.4M | 0.03% | +18,032+14.8% | Added |
| Public Employees Retirement System of Ohio | 140,022 | $17.4M | 0.06% | +48,356+52.8% | Added |
| Omers Administration Corp | 139,771 | $17.4M | 0.15% | −6,640−4.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 133,181 | $16.6M | 0.03% | −36,644−21.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 127,264 | $15.8M | 0.06% | +127,264 | New |
| Guggenheim Capital LLC | 126,719 | $15.8M | 0.15% | +8,628+7.3% | Added |
| Man Group plc | 126,474 | $15.7M | 0.05% | +3,533+2.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 124,466 | $15.5M | 0.05% | −83−0.1% | Reduced |
| Prudential Financial Inc | 123,376 | $15.3M | 0.02% | −1,465−1.2% | Reduced |
| Congress Wealth Management LLC | 125,781 | $15.3M | 0.18% | −16,002−11.3% | Reduced |
| Franklin Resources Inc | 119,072 | $14.8M | 0.00% | +275+0.2% | Added |
| Mattern Capital Management, LLC | 118,562 | $14.7M | 1.88% | −8,176−6.5% | Reduced |
| Segall Bryant & Hamill, LLC | 118,490 | $14.7M | 0.23% | −6,860−5.5% | Reduced |
| Umb Bank N A | 117,887 | $14.7M | 0.24% | +78+0.1% | Added |
| Korea Investment CORP | 115,283 | $14.3M | 0.03% | +12,267+11.9% | Added |
| Yousif Capital Management, LLC | 114,786 | $14.3M | 0.17% | −9,472−7.6% | Reduced |
| New York State Common Retirement Fund | 114,422 | $14.2M | 0.02% | −175,100−60.5% | Reduced |
| Vaughan David Investments LLC | 113,372 | $14.1M | 0.33% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 111,774 | $13.9M | 0.33% | −26,544−19.2% | Reduced |
| Moran Wealth Management, LLC | 111,317 | $13.8M | 0.47% | +82,234+282.8% | Added |
| Treasurer of the State of North Carolina | 109,291 | $13.6M | 0.05% | +3,610+3.4% | Added |
| Quantum Capital Management, LLC | 108,839 | $13.5M | 1.40% | −2,423−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 108,262 | $13.5M | 0.02% | −86,904−44.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 107,499 | $13.3M | 0.08% | +5,737+5.6% | Added |
| Mirabella Financial Services LLP | 104,790 | $13.1M | 0.53% | +86,979+488.3% | Added |
| Wellington Management Group LLP | 104,816 | $13.0M | 0.00% | −35,480−25.3% | Reduced |
| Cooper Investors Pty Ltd | 104,533 | $13.0M | 2.11% | −17,632−14.4% | Reduced |
| Hantz Financial Services, Inc. | 103,955 | $12.9M | 0.23% | −3,425−3.2% | Reduced |
| Asset Management One Co.,Ltd. | 101,448 | $12.6M | 0.04% | +8,070+8.6% | Added |
| Lountzis Asset Management, LLC | 109,081 | $12.5M | 4.73% | −11,821−9.8% | Reduced |
| Pictet North America Advisors SA | 100,094 | $12.5M | 1.24% | +7,172+7.7% | Added |
| Mackenzie Financial Corp | 100,090 | $12.5M | 0.02% | +5,997+6.4% | Added |
| Jump Financial, LLC | 99,222 | $12.3M | 0.19% | +87,379+737.8% | Added |
| Heron Bay Capital Management | 97,868 | $12.2M | 2.56% | −716−0.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,643 | $12.1M | 0.15% | +9,200+10.4% | Added |
| Shell Asset Management Co | 97,438 | $12.1M | 0.58% | −3,876−3.8% | Reduced |
| State of Tennessee, Treasury Department | 97,071 | $12.1M | 0.05% | −15,422−13.7% | Reduced |
| Spring Capital Management, LLC | 96,264 | $12.0M | 6.54% | −478−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 96,000 | $11.9M | 0.04% | +96,000 | New |
| Toronto Dominion Bank | 94,859 | $11.8M | 0.03% | −15,438−14.0% | Reduced |
| Speece Thorson Capital Group Inc | 94,083 | $11.7M | 2.41% | −19,221−17.0% | Reduced |
| Quantinno Capital Management LP | 93,212 | $11.6M | 0.08% | +21,122+29.3% | Added |
| US Bancorp | 93,057 | $11.6M | 0.02% | +62,940+209.0% | Added |
| WealthPlan Investment Management, LLC | 92,991 | $11.6M | 1.14% | −5,536−5.6% | Reduced |
| Diamond Hill Capital Management Inc | 92,598 | $11.5M | 0.05% | −35,248−27.6% | Reduced |
| Terry L. Blaker | 91,913 | $11.4M | 0.46% | +1,614+1.8% | Added |
| Thrivent Financial for Lutherans | 88,681 | $11.0M | 0.02% | −50,828−36.4% | Reduced |
| Motley Fool Asset Management LLC | 87,724 | $10.9M | 0.61% | −2,790−3.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 87,600 | $10.9M | 0.08% | −6,800−7.2% | Reduced |
| Marks Group Wealth Management, Inc | 87,111 | $10.8M | 1.04% | −4,391−4.8% | Reduced |
| Benjamin Edwards Inc | 86,985 | $10.8M | 0.15% | −6,507−7.0% | Reduced |
| TownSquare Capital, LLC | 86,770 | $10.8M | 0.11% | +3,870+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 85,503 | $10.6M | 0.27% | +3,764+4.6% | Added |
| KLP Kapitalforvaltning AS | 82,800 | $10.3M | 0.05% | +1,700+2.1% | Added |
| Comerica Bank | 81,384 | $10.1M | 0.04% | −65−0.1% | Reduced |
| Squarepoint Ops LLC | 80,161 | $9.97M | 0.02% | +31,008+63.1% | Added |
| BCM Advisors, LLC | 88,250 | $9.76M | 2.21% | −1,277−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 78,059 | $9.71M | 0.04% | −6,311−7.5% | Reduced |
| Rafferty Asset Management, LLC | 77,804 | $9.68M | 0.04% | −5,934−7.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 76,864 | $9.56M | 0.06% | −826−1.1% | Reduced |
| HWG Holdings LP | 70,504 | $8.77M | 3.91% | +235+0.3% | Added |
| Arizona State Retirement System | 70,291 | $8.74M | 0.06% | −135−0.2% | Reduced |