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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 311,112 | $20.3M | 0.00% | +37,170+13.6% | Added |
| Federated Hermes, Inc. | 306,536 | $20.0M | 0.03% | +294,440+2,434.2% | Added |
| Keybank National Association | 300,387 | $19.6M | 0.07% | +285,098+1,864.7% | Added |
| LPL Financial LLC | 277,031 | $18.1M | 0.00% | −413−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 273,684 | $17.8M | 0.06% | +213,304+353.3% | Added |
| DekaBank Deutsche Girozentrale | 260,347 | $17.3M | 0.03% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 258,927 | $16.9M | 0.11% | +179,230+224.9% | Added |
| Distillate Capital Partners LLC | 250,363 | $16.3M | 0.86% | +82,303+49.0% | Added |
| Aviva PLC | 247,213 | $16.1M | 0.03% | +7,671+3.2% | Added |
| Marshall Wace, LLP | 246,349 | $16.1M | 0.02% | +237,920+2,822.6% | Added |
| Pictet Asset Management Holding SA | 239,018 | $15.6M | 0.02% | −19,123−7.4% | Reduced |
| DF Dent & Co Inc | 232,798 | $15.2M | 0.29% | −154,157−39.8% | Reduced |
| APG Asset Management N.V. | 266,399 | $15.1M | 0.05% | +5,012+1.9% | Added |
| Mackenzie Financial Corp | 226,252 | $14.8M | 0.02% | +53,400+30.9% | Added |
| State Board of Administration of Florida Retirement System | 225,741 | $14.7M | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 218,218 | $14.2M | 0.01% | +75,703+53.1% | Added |
| Heron Bay Capital Management | 217,602 | $14.2M | 1.31% | +128,412+144.0% | Added |
| Baird Financial Group, Inc. | 204,007 | $13.3M | 0.02% | +22,844+12.6% | Added |
| State of Tennessee, Treasury Department | 202,621 | $13.2M | 0.04% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 201,700 | $13.2M | 2.08% | 00.0% | Unchanged |
| Danske Bank A/S | 200,963 | $13.1M | 0.03% | −1,400−0.7% | Reduced |
| Whittier Trust Co | 196,182 | $13.1M | 0.15% | +16,310+9.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 199,093 | $13.0M | 0.07% | +67,350+51.1% | Added |
| Russell Investments Group, Ltd. | 193,733 | $12.6M | 0.01% | −124,707−39.2% | Reduced |
| Running Oak Capital LLC | 193,695 | $12.6M | 1.71% | +25,552+15.2% | Added |
| New York State Teachers Retirement System | 191,552 | $12.5M | 0.03% | 00.0% | Unchanged |
| Jackson Hill Advisors, LLC | 186,000 | $12.1M | 6.27% | +16,000+9.4% | Added |
| Candriam Luxembourg S.C.A. | 185,909 | $12.1M | 0.06% | −21,414−10.3% | Reduced |
| Baillie Gifford & Co | 185,163 | $12.1M | 0.01% | +19,002+11.4% | Added |
| Vancity Investment Management Ltd | 183,295 | $12.0M | 1.90% | −92,401−33.5% | Reduced |
| Truist Financial Corp | 180,172 | $11.7M | 0.02% | −69,132−27.7% | Reduced |
| Standard Life Aberdeen plc | 177,983 | $11.6M | 0.02% | +4,368+2.5% | Added |
| Creative Planning | 177,258 | $11.6M | 0.01% | +77,803+78.2% | Added |
| State of Wisconsin Investment Board | 175,013 | $11.4M | 0.03% | +14,558+9.1% | Added |
| Millennium Management LLC | 167,415 | $10.9M | 0.01% | −581,195−77.6% | Reduced |
| Toronto Dominion Bank | 166,373 | $10.8M | 0.02% | +37,884+29.5% | Added |
| Squarepoint Ops LLC | 163,650 | $10.7M | 0.02% | −149,129−47.7% | Reduced |
| Quantinno Capital Management LP | 161,907 | $10.6M | 0.02% | +48,870+43.2% | Added |
| Sanctuary Advisors, LLC | 159,480 | $10.4M | 0.06% | +1,230+0.8% | Added |
| Janney Montgomery Scott LLC | 158,731 | $10.4M | 0.03% | +28,972+22.3% | Added |
| River Road Asset Management, LLC | 157,107 | $10.2M | 0.12% | +157,107 | New |
| Manufacturers Life Insurance Company, The | 155,448 | $10.1M | 0.01% | −1,886,289−92.4% | Reduced |
| Quantbot Technologies LP | 153,936 | $10.0M | 0.41% | −4,519−2.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 150,136 | $9.79M | 0.97% | +29,791+24.8% | Added |
| Tudor Investment Corp Et Al | 146,311 | $9.54M | 0.05% | +146,311 | New |
| Chevy Chase Trust Holdings, Inc. | 145,727 | $9.50M | 0.03% | −4,639−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 144,850 | $9.45M | 0.20% | +56,891+64.7% | Added |
| Vanguard Investments Australia, Ltd. | 144,823 | $9.44M | 0.03% | +144,823 | New |
| Speece Thorson Capital Group Inc | 144,149 | $9.40M | 2.14% | −12,964−8.3% | Reduced |
| FORA Capital, LLC | 143,923 | $9.39M | 0.69% | +126,152+709.9% | Added |
| Mattern Capital Management, LLC | 142,695 | $9.31M | 1.11% | +5,309+3.9% | Added |
| Prudential Financial Inc | 141,144 | $9.20M | 0.01% | −2,770−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 137,499 | $8.97M | 0.09% | −57,298−29.4% | Reduced |
| New York State Common Retirement Fund | 136,418 | $8.90M | 0.01% | −3,000−2.2% | Reduced |
| TD Asset Management Inc | 134,606 | $8.78M | 0.01% | −763−0.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 133,535 | $8.76M | 0.02% | −38,983−22.6% | Reduced |
| Exchange Traded Concepts, LLC | 132,127 | $8.62M | 0.07% | +131,572+23,706.7% | Added |
| Channing Capital Management, LLC | 131,922 | $8.60M | 0.22% | +36,655+38.5% | Added |
| Neuberger Berman Group LLC | 130,474 | $8.51M | 0.01% | +59,760+84.5% | Added |
| Resona Asset Management Co.,Ltd. | 130,432 | $8.51M | 0.04% | +3,439+2.7% | Added |
| Omers Administration Corp | 127,485 | $8.31M | 0.05% | +2,814+2.3% | Added |
| Motley Fool Wealth Management, LLC | 126,766 | $8.27M | 0.93% | −45,016−26.2% | Reduced |
| Franklin Resources Inc | 126,328 | $8.24M | 0.00% | +1,042+0.8% | Added |
| Great West Life Assurance Co | 124,300 | $8.12M | 0.01% | +4,831+4.0% | Added |
| CIBC Bancorp USA Inc. | 123,613 | $8.06M | 0.01% | +123,613 | New |
| 1832 Asset Management L.P. | 123,301 | $8.04M | 0.01% | −41,676−25.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,245 | $8.04M | 0.02% | +50,294+68.9% | Added |
| Treasurer of the State of North Carolina | 121,669 | $7.93M | 0.02% | +672+0.6% | Added |
| Asset Management One Co.,Ltd. | 121,271 | $7.91M | 0.02% | −3,547−2.8% | Reduced |
| Balyasny Asset Management LLC | 119,212 | $7.77M | 0.02% | +92,611+348.1% | Added |
| Commonwealth Equity Services, LLC | 118,788 | $7.75M | 0.01% | +3,471+3.0% | Added |
| Umb Bank N A | 118,550 | $7.73M | 0.11% | −326−0.3% | Reduced |
| Tredje AP-fonden | 117,770 | $7.68M | 0.04% | +84,331+252.2% | Added |
| Redwood Grove Capital, LLC | 116,400 | $7.59M | 2.45% | +24,400+26.5% | Added |
| Courant Investment Management LLC | 116,397 | $7.59M | 7.41% | +116,397 | New |
| EdgePoint Investment Group Inc. | 113,500 | $7.40M | 0.06% | +113,500 | New |
| Vaughan David Investments LLC | 113,372 | $7.39M | 0.16% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 113,242 | $7.38M | 2.32% | +113,242 | New |
| Vaughan Nelson Investment Management, L.P. | 111,257 | $7.26M | 0.07% | +48,782+78.1% | Added |
| GHP Investment Advisors, Inc. | 109,124 | $7.12M | 0.29% | +12,196+12.6% | Added |
| Lountzis Asset Management, LLC | 107,561 | $7.01M | 2.57% | −78−0.1% | Reduced |
| Yousif Capital Management, LLC | 106,941 | $6.97M | 0.08% | +3,617+3.5% | Added |
| Boston Trust Walden Corp | 104,175 | $6.79M | 0.06% | +17,881+20.7% | Added |
| KLP Kapitalforvaltning AS | 101,700 | $6.63M | 0.03% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 101,227 | $6.60M | 3.34% | −404−0.4% | Reduced |
| LRZ Capital LLC | 101,000 | $6.59M | 3.30% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 97,657 | $6.37M | 0.02% | −1,131−1.1% | Reduced |
| Sciencast Management LP | 97,049 | $6.33M | 0.81% | +97,049 | New |
| Kingsview Wealth Management, LLC | 95,689 | $6.24M | 0.09% | +92,031+2,515.9% | Added |
| Whittier Trust Co of Nevada Inc | 92,223 | $6.13M | 0.13% | +3,567+4.0% | Added |
| Wellington Management Group LLP | 93,263 | $6.08M | 0.00% | −28,183−23.2% | Reduced |
| Terry L. Blaker | 92,353 | $6.02M | 0.23% | +1,607+1.8% | Added |
| Mn Services Vermogensbeheer B.V. | 92,248 | $6.01M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 92,165 | $6.01M | 0.01% | +88,782+2,624.4% | Added |
| Advisor Group Holdings, Inc. | 92,766 | $5.89M | 0.01% | −61,116−39.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 89,986 | $5.87M | 0.01% | −1,008,172−91.8% | Reduced |
| Holocene Advisors, LP | 89,325 | $5.82M | 0.01% | +89,325 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 89,091 | $5.81M | 0.03% | +520+0.6% | Added |
| Marks Group Wealth Management, Inc | 86,972 | $5.67M | 0.55% | +6,371+7.9% | Added |
| Pictet North America Advisors SA | 86,393 | $5.63M | 0.56% | −5,732−6.2% | Reduced |