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 2026
Institutional positions in Brown & Brown, Inc. as of Mar 31, 2026. 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
- 816
- −62 vs. Q4 2025
- Shares held
- 278.6M
- +50.3M (+22.0%) vs. Q4 2025
- Total value
- $18.2B
- −$19.5M (−0.1%) vs. Q4 2025
- New holders
- 98
- 311 more added
- Sold out
- 160
- 304 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 71,174 | $4.64M | 0.02% | −18,403−20.5% | Reduced |
| Wall Street Access Asset Management, LLC | 42,048 | $4.66M | 1.18% | +42,048 | New |
| La Banque Postale Asset Management SA | 71,629 | $4.67M | 0.06% | +71,629 | New |
| XTX Topco Ltd | 71,980 | $4.69M | 0.08% | +30,242+72.5% | Added |
| Motley Fool Asset Management LLC | 73,041 | $4.76M | 0.20% | −4,432−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 73,801 | $4.81M | 0.01% | +15,481+26.5% | Added |
| State of Michigan Retirement System | 76,451 | $4.99M | 0.03% | −400−0.5% | Reduced |
| BCM Advisors, LLC | 88,234 | $5.09M | 1.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 78,867 | $5.14M | 0.03% | −601−0.8% | Reduced |
| Czech National Bank | 79,732 | $5.20M | 0.03% | +2,309+3.0% | Added |
| Cooper Investors Pty Ltd | 81,433 | $5.31M | 2.16% | −11,107−12.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 81,749 | $5.33M | 0.01% | −196,190−70.6% | Reduced |
| Public Employees Retirement System of Ohio | 82,722 | $5.39M | 0.02% | −4,200−4.8% | Reduced |
| Public Sector Pension Investment Board | 83,239 | $5.43M | 0.02% | +8,335+11.1% | Added |
| Handelsbanken Fonder AB | 84,234 | $5.49M | 0.02% | +2,100+2.6% | Added |
| US Bancorp | 85,656 | $5.59M | 0.01% | −2,202−2.5% | Reduced |
| Pictet North America Advisors SA | 86,393 | $5.63M | 0.56% | −5,732−6.2% | Reduced |
| Marks Group Wealth Management, Inc | 86,972 | $5.67M | 0.55% | +6,371+7.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 89,091 | $5.81M | 0.03% | +520+0.6% | Added |
| Holocene Advisors, LP | 89,325 | $5.82M | 0.01% | +89,325 | New |
| Caisse de Depot Et Placement du Quebec | 89,986 | $5.87M | 0.01% | −1,008,172−91.8% | Reduced |
| Advisor Group Holdings, Inc. | 92,766 | $5.89M | 0.01% | −61,116−39.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,165 | $6.01M | 0.01% | +88,782+2,624.4% | Added |
| Mn Services Vermogensbeheer B.V. | 92,248 | $6.01M | 0.04% | 00.0% | Unchanged |
| Terry L. Blaker | 92,353 | $6.02M | 0.23% | +1,607+1.8% | Added |
| Wellington Management Group LLP | 93,263 | $6.08M | 0.00% | −28,183−23.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 92,223 | $6.13M | 0.13% | +3,567+4.0% | Added |
| Kingsview Wealth Management, LLC | 95,689 | $6.24M | 0.09% | +92,031+2,515.9% | Added |
| Sciencast Management LP | 97,049 | $6.33M | 0.81% | +97,049 | New |
| State of New Jersey Common Pension Fund D | 97,657 | $6.37M | 0.02% | −1,131−1.1% | Reduced |
| LRZ Capital LLC | 101,000 | $6.59M | 3.30% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 101,227 | $6.60M | 3.34% | −404−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 101,700 | $6.63M | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 104,175 | $6.79M | 0.06% | +17,881+20.7% | Added |
| Yousif Capital Management, LLC | 106,941 | $6.97M | 0.08% | +3,617+3.5% | Added |
| Lountzis Asset Management, LLC | 107,561 | $7.01M | 2.57% | −78−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 109,124 | $7.12M | 0.29% | +12,196+12.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 111,257 | $7.26M | 0.07% | +48,782+78.1% | Added |
| Hi-Line Capital Management, LLC | 113,242 | $7.38M | 2.32% | +113,242 | New |
| Vaughan David Investments LLC | 113,372 | $7.39M | 0.16% | 00.0% | Unchanged |
| EdgePoint Investment Group Inc. | 113,500 | $7.40M | 0.06% | +113,500 | New |
| Courant Investment Management LLC | 116,397 | $7.59M | 7.41% | +116,397 | New |
| Redwood Grove Capital, LLC | 116,400 | $7.59M | 2.45% | +24,400+26.5% | Added |
| Tredje AP-fonden | 117,770 | $7.68M | 0.04% | +84,331+252.2% | Added |
| Umb Bank N A | 118,550 | $7.73M | 0.11% | −326−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 118,788 | $7.75M | 0.01% | +3,471+3.0% | Added |
| Balyasny Asset Management LLC | 119,212 | $7.77M | 0.02% | +92,611+348.1% | Added |
| Asset Management One Co.,Ltd. | 121,271 | $7.91M | 0.02% | −3,547−2.8% | Reduced |
| Treasurer of the State of North Carolina | 121,669 | $7.93M | 0.02% | +672+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,245 | $8.04M | 0.02% | +50,294+68.9% | Added |
| 1832 Asset Management L.P. | 123,301 | $8.04M | 0.01% | −41,676−25.3% | Reduced |
| CIBC Bancorp USA Inc. | 123,613 | $8.06M | 0.01% | +123,613 | New |
| Great West Life Assurance Co | 124,300 | $8.12M | 0.01% | +4,831+4.0% | Added |
| Franklin Resources Inc | 126,328 | $8.24M | 0.00% | +1,042+0.8% | Added |
| Motley Fool Wealth Management, LLC | 126,766 | $8.27M | 0.93% | −45,016−26.2% | Reduced |
| Omers Administration Corp | 127,485 | $8.31M | 0.05% | +2,814+2.3% | Added |
| Resona Asset Management Co.,Ltd. | 130,432 | $8.51M | 0.04% | +3,439+2.7% | Added |
| Neuberger Berman Group LLC | 130,474 | $8.51M | 0.01% | +59,760+84.5% | Added |
| Channing Capital Management, LLC | 131,922 | $8.60M | 0.22% | +36,655+38.5% | Added |
| Exchange Traded Concepts, LLC | 132,127 | $8.62M | 0.07% | +131,572+23,706.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 133,535 | $8.76M | 0.02% | −38,983−22.6% | Reduced |
| TD Asset Management Inc | 134,606 | $8.78M | 0.01% | −763−0.6% | Reduced |
| New York State Common Retirement Fund | 136,418 | $8.90M | 0.01% | −3,000−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 137,499 | $8.97M | 0.09% | −57,298−29.4% | Reduced |
| Prudential Financial Inc | 141,144 | $9.20M | 0.01% | −2,770−1.9% | Reduced |
| Mattern Capital Management, LLC | 142,695 | $9.31M | 1.11% | +5,309+3.9% | Added |
| FORA Capital, LLC | 143,923 | $9.39M | 0.69% | +126,152+709.9% | Added |
| Speece Thorson Capital Group Inc | 144,149 | $9.40M | 2.14% | −12,964−8.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 144,823 | $9.44M | 0.03% | +144,823 | New |
| Kennedy Capital Management, Inc. | 144,850 | $9.45M | 0.20% | +56,891+64.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 145,727 | $9.50M | 0.03% | −4,639−3.1% | Reduced |
| Tudor Investment Corp Et Al | 146,311 | $9.54M | 0.05% | +146,311 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 150,136 | $9.79M | 0.97% | +29,791+24.8% | Added |
| Quantbot Technologies LP | 153,936 | $10.0M | 0.41% | −4,519−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 155,448 | $10.1M | 0.01% | −1,886,289−92.4% | Reduced |
| River Road Asset Management, LLC | 157,107 | $10.2M | 0.12% | +157,107 | New |
| Janney Montgomery Scott LLC | 158,731 | $10.4M | 0.03% | +28,972+22.3% | Added |
| Sanctuary Advisors, LLC | 159,480 | $10.4M | 0.06% | +1,230+0.8% | Added |
| Quantinno Capital Management LP | 161,907 | $10.6M | 0.02% | +48,870+43.2% | Added |
| Squarepoint Ops LLC | 163,650 | $10.7M | 0.02% | −149,129−47.7% | Reduced |
| Toronto Dominion Bank | 166,373 | $10.8M | 0.02% | +37,884+29.5% | Added |
| Millennium Management LLC | 167,415 | $10.9M | 0.01% | −581,195−77.6% | Reduced |
| State of Wisconsin Investment Board | 175,013 | $11.4M | 0.03% | +14,558+9.1% | Added |
| Creative Planning | 177,258 | $11.6M | 0.01% | +77,803+78.2% | Added |
| Standard Life Aberdeen plc | 177,983 | $11.6M | 0.02% | +4,368+2.5% | Added |
| Truist Financial Corp | 180,172 | $11.7M | 0.02% | −69,132−27.7% | Reduced |
| Vancity Investment Management Ltd | 183,295 | $12.0M | 1.90% | −92,401−33.5% | Reduced |
| Baillie Gifford & Co | 185,163 | $12.1M | 0.01% | +19,002+11.4% | Added |
| Candriam Luxembourg S.C.A. | 185,909 | $12.1M | 0.06% | −21,414−10.3% | Reduced |
| Jackson Hill Advisors, LLC | 186,000 | $12.1M | 6.27% | +16,000+9.4% | Added |
| New York State Teachers Retirement System | 191,552 | $12.5M | 0.03% | 00.0% | Unchanged |
| Running Oak Capital LLC | 193,695 | $12.6M | 1.71% | +25,552+15.2% | Added |
| Russell Investments Group, Ltd. | 193,733 | $12.6M | 0.01% | −124,707−39.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 199,093 | $13.0M | 0.07% | +67,350+51.1% | Added |
| Whittier Trust Co | 196,182 | $13.1M | 0.15% | +16,310+9.1% | Added |
| Danske Bank A/S | 200,963 | $13.1M | 0.03% | −1,400−0.7% | Reduced |
| Summit Wealth Partners, LLC | 201,700 | $13.2M | 2.08% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 202,621 | $13.2M | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 204,007 | $13.3M | 0.02% | +22,844+12.6% | Added |
| Heron Bay Capital Management | 217,602 | $14.2M | 1.31% | +128,412+144.0% | Added |