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 2026
Institutional positions in Brown & Brown, Inc. as of Jun 30, 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
- 809
- +2 vs. Q1 2026
- Shares held
- 281.6M
- +3.10M (+1.1%) vs. Q1 2026
- Total value
- $18.1B
- −$97.0M (−0.5%) vs. Q1 2026
- New holders
- 123
- 318 more added
- Sold out
- 121
- 276 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Brown & Brown, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 77,951 | $5.00M | 0.38% | +77,951 | New |
| Element Capital Management LLC | 78,300 | $5.02M | 0.27% | +78,300 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 78,380 | $5.03M | 0.04% | +7,700+10.9% | Added |
| Vancity Investment Management Ltd | 79,052 | $5.07M | 0.76% | −104,243−56.9% | Reduced |
| CIBC Asset Management Inc | 81,969 | $5.20M | 0.01% | −265,875−76.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 81,364 | $5.22M | 0.02% | +25,587+45.9% | Added |
| US Bancorp | 82,113 | $5.27M | 0.01% | −3,543−4.1% | Reduced |
| Arizona State Retirement System | 82,752 | $5.31M | 0.03% | +3,885+4.9% | Added |
| Czech National Bank | 82,971 | $5.32M | 0.03% | +3,239+4.1% | Added |
| Public Sector Pension Investment Board | 83,259 | $5.34M | 0.01% | +200.0% | Added |
| Kingsview Wealth Management, LLC | 83,360 | $5.35M | 0.06% | −12,329−12.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,848 | $5.38M | 0.01% | −39,397−32.0% | Reduced |
| Public Employees Retirement System of Ohio | 84,097 | $5.39M | 0.02% | +1,375+1.7% | Added |
| Mn Services Vermogensbeheer B.V. | 84,148 | $5.40M | 0.04% | −8,100−8.8% | Reduced |
| Advisor Group Holdings, Inc. | 86,823 | $5.42M | 0.01% | −5,943−6.4% | Reduced |
| Rafferty Asset Management, LLC | 84,915 | $5.45M | 0.01% | +13,741+19.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,367 | $5.48M | 0.01% | +11,566+15.7% | Added |
| Cerity Partners LLC | 85,911 | $5.51M | 0.01% | +48,140+127.5% | Added |
| Boston Trust Walden Corp | 85,939 | $5.51M | 0.04% | −18,236−17.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 87,515 | $5.61M | 0.03% | −1,576−1.8% | Reduced |
| Terry L. Blaker | 88,371 | $5.67M | 0.20% | −3,982−4.3% | Reduced |
| Handelsbanken Fonder AB | 89,134 | $5.72M | 0.02% | +4,900+5.8% | Added |
| LRZ Capital LLC | 89,225 | $5.72M | 2.90% | −11,775−11.7% | Reduced |
| BCM Advisors, LLC | 88,372 | $5.98M | 1.16% | +138+0.2% | Added |
| Benjamin Edwards Inc | 95,538 | $6.13M | 0.06% | +35,948+60.3% | Added |
| CIBC Bancorp USA Inc. | 95,587 | $6.16M | 0.01% | −28,026−22.7% | Reduced |
| State of New Jersey Common Pension Fund D | 96,282 | $6.18M | 0.02% | −1,375−1.4% | Reduced |
| Wellington Management Group LLP | 96,682 | $6.20M | 0.00% | +3,419+3.7% | Added |
| Rockefeller Capital Management L.P. | 97,491 | $6.25M | 0.01% | +28,168+40.6% | Added |
| Toronto Dominion Bank | 97,637 | $6.26M | 0.01% | −68,736−41.3% | Reduced |
| Apollon Wealth Management, LLC | 97,853 | $6.28M | 0.08% | +92,645+1,778.9% | Added |
| Whittier Trust Co of Nevada Inc | 91,169 | $6.32M | 0.12% | −1,054−1.1% | Reduced |
| Tudor Investment Corp Et Al | 98,596 | $6.32M | 0.03% | −47,715−32.6% | Reduced |
| Lountzis Asset Management, LLC | 102,567 | $6.58M | 2.08% | −4,994−4.6% | Reduced |
| TD Asset Management Inc | 102,721 | $6.59M | 0.01% | −31,885−23.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,530 | $6.64M | 0.01% | +21,781+26.6% | Added |
| Spring Capital Management, LLC | 103,796 | $6.66M | 3.24% | +2,569+2.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 103,529 | $6.70M | 0.01% | −30,006−22.5% | Reduced |
| Yousif Capital Management, LLC | 104,748 | $6.72M | 0.08% | −2,193−2.1% | Reduced |
| Baillie Gifford & Co | 105,391 | $6.76M | 0.01% | −79,772−43.1% | Reduced |
| Interval Partners, LP | 108,432 | $6.96M | 0.22% | +108,432 | New |
| GHP Investment Advisors, Inc. | 109,747 | $7.04M | 0.26% | +623+0.6% | Added |
| 1832 Asset Management L.P. | 111,012 | $7.12M | 0.01% | −12,289−10.0% | Reduced |
| Kennedy Capital Management, Inc. | 111,766 | $7.17M | 0.13% | −33,084−22.8% | Reduced |
| KLP Kapitalforvaltning AS | 111,800 | $7.17M | 0.02% | +10,100+9.9% | Added |
| Vaughan David Investments LLC | 113,372 | $7.27M | 0.14% | 00.0% | Unchanged |
| Courant Investment Management LLC | 116,397 | $7.47M | 7.25% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 116,400 | $7.47M | 1.89% | 00.0% | Unchanged |
| Umb Bank N A | 118,038 | $7.57M | 0.10% | −512−0.4% | Reduced |
| GWM Advisors LLC | 121,921 | $7.82M | 0.02% | +72,372+146.1% | Added |
| Credit Agricole S A | 122,354 | $7.85M | 0.02% | +86,626+242.5% | Added |
| Franklin Resources Inc | 123,853 | $7.95M | 0.00% | −2,475−2.0% | Reduced |
| Great West Life Assurance Co | 124,842 | $8.00M | 0.01% | +542+0.4% | Added |
| Treasurer of the State of North Carolina | 125,649 | $8.06M | 0.02% | +3,980+3.3% | Added |
| Asset Management One Co.,Ltd. | 126,279 | $8.10M | 0.02% | +5,008+4.1% | Added |
| Neuberger Berman Group LLC | 127,089 | $8.15M | 0.01% | −3,385−2.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 128,457 | $8.23M | 0.04% | −1,975−1.5% | Reduced |
| FIL Ltd | 129,118 | $8.28M | 0.01% | +66,806+107.2% | Added |
| National Bank of Canada | 132,538 | $8.50M | 0.01% | +67,551+103.9% | Added |
| Commonwealth Equity Services, LLC | 133,226 | $8.55M | 0.01% | +14,438+12.2% | Added |
| New York State Common Retirement Fund | 136,618 | $8.76M | 0.01% | +200+0.1% | Added |
| Prudential Financial Inc | 139,267 | $8.93M | 0.01% | −1,877−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 142,441 | $9.14M | 0.02% | −3,286−2.3% | Reduced |
| Janney Montgomery Scott LLC | 145,937 | $9.36M | 0.02% | −12,794−8.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 147,213 | $9.44M | 0.02% | +2,390+1.7% | Added |
| Manufacturers Life Insurance Company, The | 149,774 | $9.61M | 0.01% | −5,674−3.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 150,136 | $9.63M | 0.88% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 154,452 | $9.91M | 0.02% | −20,561−11.7% | Reduced |
| Korea Investment CORP | 154,726 | $9.93M | 0.02% | −309,112−66.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 155,393 | $9.97M | 0.05% | −43,700−21.9% | Reduced |
| Ironvine Capital Partners, LLC | 157,805 | $10.1M | 0.94% | +131,928+509.8% | Added |
| River Road Asset Management, LLC | 158,234 | $10.2M | 0.11% | +1,127+0.7% | Added |
| Sanctuary Advisors, LLC | 161,198 | $10.3M | 0.05% | +1,718+1.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 163,257 | $10.5M | 0.09% | +52,000+46.7% | Added |
| Hi-Line Capital Management, LLC | 165,254 | $10.6M | 2.98% | +52,012+45.9% | Added |
| Holocene Advisors, LP | 165,944 | $10.6M | 0.02% | +76,619+85.8% | Added |
| Weiss Asset Management LP | 168,337 | $10.8M | 0.12% | +168,337 | New |
| Mattern Capital Management, LLC | 169,855 | $10.9M | 1.27% | +27,160+19.0% | Added |
| Pictet Asset Management Holding SA | 170,484 | $10.9M | 0.01% | −68,534−28.7% | Reduced |
| Marshall Wace, LLP | 171,498 | $11.0M | 0.01% | −74,851−30.4% | Reduced |
| Running Oak Capital LLC | 173,245 | $11.1M | 1.89% | −20,450−10.6% | Reduced |
| Channing Capital Management, LLC | 173,631 | $11.1M | 0.26% | +41,709+31.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 174,180 | $11.2M | 0.02% | +82,015+89.0% | Added |
| Truist Financial Corp | 177,523 | $11.4M | 0.01% | −2,649−1.5% | Reduced |
| Cortland Associates Inc | 178,632 | $11.5M | 1.66% | −213,847−54.5% | Reduced |
| Baird Financial Group, Inc. | 179,480 | $11.5M | 0.02% | −24,527−12.0% | Reduced |
| Heron Bay Capital Management | 184,321 | $11.8M | 1.07% | −33,281−15.3% | Reduced |
| Victory Capital Management Inc | 184,846 | $11.9M | 0.01% | −33,372−15.3% | Reduced |
| New York State Teachers Retirement System | 191,552 | $12.3M | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 192,650 | $12.4M | 0.02% | +14,667+8.2% | Added |
| LPL Financial LLC | 196,094 | $12.6M | 0.00% | −80,937−29.2% | Reduced |
| Danske Bank A/S | 199,763 | $12.8M | 0.03% | −1,200−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 201,514 | $12.9M | 0.06% | +15,605+8.4% | Added |
| Summit Wealth Partners, LLC | 201,700 | $12.9M | 1.84% | 00.0% | Unchanged |
| Whittier Trust Co | 195,541 | $13.4M | 0.13% | −641−0.3% | Reduced |
| Ameriprise Financial Inc | 209,634 | $13.4M | 0.00% | −101,478−32.6% | Reduced |
| Quantinno Capital Management LP | 214,304 | $13.7M | 0.02% | +52,397+32.4% | Added |
| DF Dent & Co Inc | 214,820 | $13.8M | 0.26% | −17,978−7.7% | Reduced |
| State Board of Administration of Florida Retirement System | 219,231 | $14.1M | 0.02% | −6,510−2.9% | Reduced |
| Diamond Hill Capital Management Inc | 223,145 | $14.3M | 0.11% | −35,782−13.8% | Reduced |