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, Q2 2025
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 931
- +32 vs. Q1 2025
- Shares held
- 266.5M
- +47.3M (+21.6%) vs. Q1 2025
- Total value
- $29.5B
- +$2.29B (+8.4%) vs. Q1 2025
- New holders
- 132
- 370 more added
- Sold out
- 100
- 307 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 69,590 | $7.72M | 0.03% | +488+0.7% | Added |
| Creative Planning | 70,198 | $7.78M | 0.01% | +3,433+5.1% | Added |
| Forte Capital LLC | 70,802 | $7.85M | 0.84% | +812+1.2% | Added |
| MetLife Investment Management | 72,661 | $8.06M | 0.05% | +6,424+9.7% | Added |
| HWG Holdings LP | 73,024 | $8.10M | 2.37% | +2,520+3.6% | Added |
| Teacher Retirement System of Texas | 73,087 | $8.10M | 0.03% | +18,255+33.3% | Added |
| BCM Advisors, LLC | 88,250 | $8.11M | 1.73% | 00.0% | Unchanged |
| Comerica Bank | 75,164 | $8.33M | 0.03% | −6,220−7.6% | Reduced |
| State of Michigan Retirement System | 76,151 | $8.44M | 0.04% | +11,800+18.3% | Added |
| Janus Henderson Group PLC | 78,654 | $8.72M | 0.00% | +49,164+166.7% | Added |
| Diamond Hill Capital Management Inc | 79,697 | $8.84M | 0.04% | −12,901−13.9% | Reduced |
| State of New Jersey Common Pension Fund D | 79,709 | $8.84M | 0.03% | +1,650+2.1% | Added |
| State of Tennessee, Treasury Department | 80,534 | $8.93M | 0.03% | −16,537−17.0% | Reduced |
| Arizona State Retirement System | 85,664 | $9.50M | 0.05% | +15,373+21.9% | Added |
| Motley Fool Asset Management LLC | 85,864 | $9.52M | 0.44% | −1,860−2.1% | Reduced |
| Man Group plc | 86,048 | $9.54M | 0.02% | −40,426−32.0% | Reduced |
| Marks Group Wealth Management, Inc | 87,901 | $9.75M | 0.91% | +790+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 88,246 | $9.78M | 0.22% | +2,743+3.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 88,568 | $9.82M | 0.06% | +11,704+15.2% | Added |
| Heron Bay Capital Management | 89,889 | $9.97M | 1.96% | −7,979−8.2% | Reduced |
| US Bancorp | 89,969 | $9.97M | 0.01% | −3,088−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 89,972 | $9.98M | 0.03% | −50,050−35.7% | Reduced |
| Bank of Nova Scotia | 90,257 | $10.0M | 0.02% | +62,578+226.1% | Added |
| Mn Services Vermogensbeheer B.V. | 91,000 | $10.1M | 0.07% | +3,400+3.9% | Added |
| Terry L. Blaker | 91,055 | $10.1M | 0.39% | −858−0.9% | Reduced |
| Hantz Financial Services, Inc. | 91,396 | $10.1M | 0.16% | −12,559−12.1% | Reduced |
| Cooper Investors Pty Ltd | 92,540 | $10.3M | 1.87% | −11,993−11.5% | Reduced |
| Rafferty Asset Management, LLC | 93,133 | $10.3M | 0.03% | +15,329+19.7% | Added |
| Spring Capital Management, LLC | 95,745 | $10.6M | 5.60% | −519−0.5% | Reduced |
| Andra AP-fonden | 95,804 | $10.6M | 0.15% | +73,000+320.1% | Added |
| Speece Thorson Capital Group Inc | 95,854 | $10.6M | 2.16% | +1,771+1.9% | Added |
| Shell Asset Management Co | 96,166 | $10.7M | 0.37% | −1,272−1.3% | Reduced |
| Quantum Capital Management, LLC | 97,277 | $10.8M | 1.17% | −11,562−10.6% | Reduced |
| Natixis | 98,499 | $10.9M | 0.05% | +95,737+3,466.2% | Added |
| Omers Administration Corp | 98,571 | $10.9M | 0.09% | −41,200−29.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 98,935 | $11.0M | 0.05% | +46,400+88.3% | Added |
| CIBC Asset Management Inc | 98,968 | $11.0M | 0.03% | +32,301+48.5% | Added |
| Pictet North America Advisors SA | 99,377 | $11.0M | 1.11% | −717−0.7% | Reduced |
| Cinctive Capital Management LP | 99,886 | $11.1M | 0.62% | +99,886 | New |
| WealthPlan Investment Management, LLC | 100,908 | $11.2M | 0.81% | +7,917+8.5% | Added |
| KLP Kapitalforvaltning AS | 101,200 | $11.2M | 0.05% | +18,400+22.2% | Added |
| Visualize Group LP | 75,100 | $11.2M | 4.59% | −230,891−75.5% | Reduced |
| Susquehanna International Group, LLP | 104,814 | $11.6M | 0.02% | +65,136+164.2% | Added |
| Guggenheim Capital LLC | 106,187 | $11.8M | 0.10% | −20,532−16.2% | Reduced |
| Kennedy Capital Management, Inc. | 106,975 | $11.9M | 0.28% | −4,799−4.3% | Reduced |
| Asset Management One Co.,Ltd. | 107,126 | $11.9M | 0.04% | +5,678+5.6% | Added |
| Yousif Capital Management, LLC | 107,758 | $11.9M | 0.13% | −7,028−6.1% | Reduced |
| Quantinno Capital Management LP | 108,626 | $12.0M | 0.05% | +15,414+16.5% | Added |
| Lountzis Asset Management, LLC | 108,718 | $12.1M | 4.24% | −363−0.3% | Reduced |
| Congress Wealth Management LLC | 112,312 | $12.2M | 0.12% | −13,469−10.7% | Reduced |
| Moran Wealth Management, LLC | 113,137 | $12.5M | 0.39% | +1,820+1.6% | Added |
| Vaughan David Investments LLC | 113,372 | $12.6M | 0.28% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 113,762 | $12.6M | 0.18% | −4,728−4.0% | Reduced |
| Lighthouse Investment Partners, LLC | 114,028 | $12.6M | 0.55% | +114,028 | New |
| Umb Bank N A | 117,815 | $13.1M | 0.20% | −72−0.1% | Reduced |
| Mattern Capital Management, LLC | 119,198 | $13.2M | 1.59% | +636+0.5% | Added |
| Franklin Resources Inc | 120,565 | $13.4M | 0.00% | +1,493+1.3% | Added |
| Janney Montgomery Scott LLC | 120,869 | $13.4M | 0.04% | −144,358−54.4% | Reduced |
| Wellington Management Group LLP | 122,140 | $13.5M | 0.00% | +17,324+16.5% | Added |
| Resona Asset Management Co.,Ltd. | 127,797 | $14.1M | 0.07% | +20,298+18.9% | Added |
| Treasurer of the State of North Carolina | 128,735 | $14.3M | 0.05% | +19,444+17.8% | Added |
| New York State Common Retirement Fund | 129,125 | $14.3M | 0.02% | +14,703+12.8% | Added |
| Close Asset Management Ltd | 129,811 | $14.4M | 0.42% | −1,127,877−89.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 130,643 | $14.5M | 0.13% | +33,000+33.8% | Added |
| 1832 Asset Management L.P. | 132,634 | $14.7M | 0.03% | −10,129−7.1% | Reduced |
| Sterling Capital Management LLC | 134,888 | $15.0M | 0.21% | −39,280−22.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 137,270 | $15.2M | 0.03% | +4,089+3.1% | Added |
| Toronto Dominion Bank | 145,826 | $16.2M | 0.03% | +50,967+53.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 147,924 | $16.4M | 0.05% | +23,458+18.8% | Added |
| Voya Investment Management LLC | 148,144 | $16.4M | 0.02% | −56,294−27.5% | Reduced |
| Running Oak Capital LLC | 152,040 | $16.9M | 1.87% | +11,550+8.2% | Added |
| Russell Investments Group, Ltd. | 154,842 | $17.2M | 0.02% | −61,596−28.5% | Reduced |
| Sanctuary Advisors, LLC | 156,918 | $17.4M | 0.11% | −3,494−2.2% | Reduced |
| Aviva PLC | 158,370 | $17.6M | 0.04% | +98,350+163.9% | Added |
| Charter Trust Co | 158,761 | $17.6M | 1.13% | −1,807−1.1% | Reduced |
| Sculptor Capital LP | 159,000 | $17.6M | 0.29% | +159,000 | New |
| Korea Investment CORP | 163,438 | $18.1M | 0.04% | +48,155+41.8% | Added |
| Ensign Peak Advisors, Inc | 164,209 | $18.2M | 0.03% | +24,064+17.2% | Added |
| Commonwealth Equity Services, LLC | 168,208 | $18.6M | 0.02% | −3,555−2.1% | Reduced |
| Victory Capital Management Inc | 169,139 | $18.8M | 0.01% | −154,916−47.8% | Reduced |
| Standard Life Aberdeen plc | 169,556 | $18.8M | 0.03% | +5,586+3.4% | Added |
| Great West Life Assurance Co | 169,865 | $18.9M | 0.03% | −10,830−6.0% | Reduced |
| State of Wisconsin Investment Board | 177,436 | $19.7M | 0.05% | +20,443+13.0% | Added |
| Whittier Trust Co | 177,491 | $19.7M | 0.24% | +3,977+2.3% | Added |
| Baird Financial Group, Inc. | 178,800 | $19.8M | 0.03% | +3,582+2.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 182,669 | $20.3M | 0.30% | +32,494+21.6% | Added |
| Two Sigma Advisers, LP | 193,291 | $21.4M | 0.04% | +193,291 | New |
| Prudential Financial Inc | 193,845 | $21.5M | 0.03% | +70,469+57.1% | Added |
| National Bank of Canada | 199,724 | $22.1M | 0.02% | +5,852+3.0% | Added |
| Summit Wealth Partners, LLC | 201,700 | $22.4M | 4.26% | 00.0% | Unchanged |
| Centiva Capital, LP | 203,074 | $22.5M | 1.49% | +199,903+6,304.1% | Added |
| Intech Investment Management LLC | 204,705 | $22.7M | 0.21% | −82,410−28.7% | Reduced |
| New York State Teachers Retirement System | 210,275 | $23.3M | 0.05% | +2,247+1.1% | Added |
| Federated Hermes, Inc. | 213,101 | $23.6M | 0.04% | +199,024+1,413.8% | Added |
| Toroso Investments, LLC | 216,647 | $24.0M | 0.16% | +192,198+786.1% | Added |
| Moore Capital Management, LP | 223,360 | $24.8M | 0.49% | +223,360 | New |
| Longaeva Partners L.P. | 225,000 | $24.9M | 5.99% | +225,000 | New |
| TD Asset Management Inc | 225,098 | $25.0M | 0.02% | −18,789−7.7% | Reduced |
| Motley Fool Wealth Management, LLC | 226,913 | $25.2M | 1.52% | −26,530−10.5% | Reduced |
| Candriam Luxembourg S.C.A. | 230,393 | $25.5M | 0.15% | −42,650−15.6% | Reduced |