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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 313,231 | $17.6M | 0.04% | +46,832+17.6% | Added |
| Bank of Montreal | 264,943 | $17.0M | 0.01% | −139,086−34.4% | Reduced |
| DekaBank Deutsche Girozentrale | 260,347 | $16.9M | 0.03% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 251,655 | $16.1M | 0.84% | +1,292+0.5% | Added |
| Aviva PLC | 248,690 | $16.0M | 0.02% | +1,477+0.6% | Added |
| Jackson Hill Advisors, LLC | 247,250 | $15.9M | 8.04% | +61,250+32.9% | Added |
| EdgePoint Investment Group Inc. | 236,500 | $15.2M | 0.11% | +123,000+108.4% | Added |
| Lighthouse Investment Partners, LLC | 236,186 | $15.2M | 0.47% | +236,186 | New |
| Russell Investments Group, Ltd. | 223,401 | $14.3M | 0.01% | +29,668+15.3% | Added |
| Diamond Hill Capital Management Inc | 223,145 | $14.3M | 0.11% | −35,782−13.8% | Reduced |
| State Board of Administration of Florida Retirement System | 219,231 | $14.1M | 0.02% | −6,510−2.9% | Reduced |
| DF Dent & Co Inc | 214,820 | $13.8M | 0.26% | −17,978−7.7% | Reduced |
| Quantinno Capital Management LP | 214,304 | $13.7M | 0.02% | +52,397+32.4% | Added |
| Ameriprise Financial Inc | 209,634 | $13.4M | 0.00% | −101,478−32.6% | Reduced |
| Whittier Trust Co | 195,541 | $13.4M | 0.13% | −641−0.3% | Reduced |
| Summit Wealth Partners, LLC | 201,700 | $12.9M | 1.84% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 201,514 | $12.9M | 0.06% | +15,605+8.4% | Added |
| Danske Bank A/S | 199,763 | $12.8M | 0.03% | −1,200−0.6% | Reduced |
| LPL Financial LLC | 196,094 | $12.6M | 0.00% | −80,937−29.2% | Reduced |
| Standard Life Aberdeen plc | 192,650 | $12.4M | 0.02% | +14,667+8.2% | Added |
| New York State Teachers Retirement System | 191,552 | $12.3M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 184,846 | $11.9M | 0.01% | −33,372−15.3% | Reduced |
| Heron Bay Capital Management | 184,321 | $11.8M | 1.07% | −33,281−15.3% | Reduced |
| Baird Financial Group, Inc. | 179,480 | $11.5M | 0.02% | −24,527−12.0% | Reduced |
| Cortland Associates Inc | 178,632 | $11.5M | 1.66% | −213,847−54.5% | Reduced |
| Truist Financial Corp | 177,523 | $11.4M | 0.01% | −2,649−1.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 174,180 | $11.2M | 0.02% | +82,015+89.0% | Added |
| Channing Capital Management, LLC | 173,631 | $11.1M | 0.26% | +41,709+31.6% | Added |
| Running Oak Capital LLC | 173,245 | $11.1M | 1.89% | −20,450−10.6% | Reduced |
| Marshall Wace, LLP | 171,498 | $11.0M | 0.01% | −74,851−30.4% | Reduced |
| Pictet Asset Management Holding SA | 170,484 | $10.9M | 0.01% | −68,534−28.7% | Reduced |
| Mattern Capital Management, LLC | 169,855 | $10.9M | 1.27% | +27,160+19.0% | Added |
| Weiss Asset Management LP | 168,337 | $10.8M | 0.12% | +168,337 | New |
| Holocene Advisors, LP | 165,944 | $10.6M | 0.02% | +76,619+85.8% | Added |
| Hi-Line Capital Management, LLC | 165,254 | $10.6M | 2.98% | +52,012+45.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 163,257 | $10.5M | 0.09% | +52,000+46.7% | Added |
| Sanctuary Advisors, LLC | 161,198 | $10.3M | 0.05% | +1,718+1.1% | Added |
| River Road Asset Management, LLC | 158,234 | $10.2M | 0.11% | +1,127+0.7% | Added |
| Ironvine Capital Partners, LLC | 157,805 | $10.1M | 0.94% | +131,928+509.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 155,393 | $9.97M | 0.05% | −43,700−21.9% | Reduced |
| Korea Investment CORP | 154,726 | $9.93M | 0.02% | −309,112−66.6% | Reduced |
| State of Wisconsin Investment Board | 154,452 | $9.91M | 0.02% | −20,561−11.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 150,136 | $9.63M | 0.88% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 149,774 | $9.61M | 0.01% | −5,674−3.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 147,213 | $9.44M | 0.02% | +2,390+1.7% | Added |
| Janney Montgomery Scott LLC | 145,937 | $9.36M | 0.02% | −12,794−8.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 142,441 | $9.14M | 0.02% | −3,286−2.3% | Reduced |
| Prudential Financial Inc | 139,267 | $8.93M | 0.01% | −1,877−1.3% | Reduced |
| New York State Common Retirement Fund | 136,618 | $8.76M | 0.01% | +200+0.1% | Added |
| Commonwealth Equity Services, LLC | 133,226 | $8.55M | 0.01% | +14,438+12.2% | Added |
| National Bank of Canada | 132,538 | $8.50M | 0.01% | +67,551+103.9% | Added |
| FIL Ltd | 129,118 | $8.28M | 0.01% | +66,806+107.2% | Added |
| Resona Asset Management Co.,Ltd. | 128,457 | $8.23M | 0.04% | −1,975−1.5% | Reduced |
| Neuberger Berman Group LLC | 127,089 | $8.15M | 0.01% | −3,385−2.6% | Reduced |
| Asset Management One Co.,Ltd. | 126,279 | $8.10M | 0.02% | +5,008+4.1% | Added |
| Treasurer of the State of North Carolina | 125,649 | $8.06M | 0.02% | +3,980+3.3% | Added |
| Great West Life Assurance Co | 124,842 | $8.00M | 0.01% | +542+0.4% | Added |
| Franklin Resources Inc | 123,853 | $7.95M | 0.00% | −2,475−2.0% | Reduced |
| Credit Agricole S A | 122,354 | $7.85M | 0.02% | +86,626+242.5% | Added |
| GWM Advisors LLC | 121,921 | $7.82M | 0.02% | +72,372+146.1% | Added |
| Umb Bank N A | 118,038 | $7.57M | 0.10% | −512−0.4% | Reduced |
| Redwood Grove Capital, LLC | 116,400 | $7.47M | 1.89% | 00.0% | Unchanged |
| Courant Investment Management LLC | 116,397 | $7.47M | 7.25% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 113,372 | $7.27M | 0.14% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 111,800 | $7.17M | 0.02% | +10,100+9.9% | Added |
| Kennedy Capital Management, Inc. | 111,766 | $7.17M | 0.13% | −33,084−22.8% | Reduced |
| 1832 Asset Management L.P. | 111,012 | $7.12M | 0.01% | −12,289−10.0% | Reduced |
| GHP Investment Advisors, Inc. | 109,747 | $7.04M | 0.26% | +623+0.6% | Added |
| Interval Partners, LP | 108,432 | $6.96M | 0.22% | +108,432 | New |
| Baillie Gifford & Co | 105,391 | $6.76M | 0.01% | −79,772−43.1% | Reduced |
| Yousif Capital Management, LLC | 104,748 | $6.72M | 0.08% | −2,193−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 103,529 | $6.70M | 0.01% | −30,006−22.5% | Reduced |
| Spring Capital Management, LLC | 103,796 | $6.66M | 3.24% | +2,569+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,530 | $6.64M | 0.01% | +21,781+26.6% | Added |
| TD Asset Management Inc | 102,721 | $6.59M | 0.01% | −31,885−23.7% | Reduced |
| Lountzis Asset Management, LLC | 102,567 | $6.58M | 2.08% | −4,994−4.6% | Reduced |
| Tudor Investment Corp Et Al | 98,596 | $6.32M | 0.03% | −47,715−32.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 91,169 | $6.32M | 0.12% | −1,054−1.1% | Reduced |
| Apollon Wealth Management, LLC | 97,853 | $6.28M | 0.08% | +92,645+1,778.9% | Added |
| Toronto Dominion Bank | 97,637 | $6.26M | 0.01% | −68,736−41.3% | Reduced |
| Rockefeller Capital Management L.P. | 97,491 | $6.25M | 0.01% | +28,168+40.6% | Added |
| Wellington Management Group LLP | 96,682 | $6.20M | 0.00% | +3,419+3.7% | Added |
| State of New Jersey Common Pension Fund D | 96,282 | $6.18M | 0.02% | −1,375−1.4% | Reduced |
| CIBC Bancorp USA Inc. | 95,587 | $6.16M | 0.01% | −28,026−22.7% | Reduced |
| Benjamin Edwards Inc | 95,538 | $6.13M | 0.06% | +35,948+60.3% | Added |
| BCM Advisors, LLC | 88,372 | $5.98M | 1.16% | +138+0.2% | Added |
| LRZ Capital LLC | 89,225 | $5.72M | 2.90% | −11,775−11.7% | Reduced |
| Handelsbanken Fonder AB | 89,134 | $5.72M | 0.02% | +4,900+5.8% | Added |
| Terry L. Blaker | 88,371 | $5.67M | 0.20% | −3,982−4.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 87,515 | $5.61M | 0.03% | −1,576−1.8% | Reduced |
| Boston Trust Walden Corp | 85,939 | $5.51M | 0.04% | −18,236−17.5% | Reduced |
| Cerity Partners LLC | 85,911 | $5.51M | 0.01% | +48,140+127.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,367 | $5.48M | 0.01% | +11,566+15.7% | Added |
| Rafferty Asset Management, LLC | 84,915 | $5.45M | 0.01% | +13,741+19.3% | Added |
| Advisor Group Holdings, Inc. | 86,823 | $5.42M | 0.01% | −5,943−6.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 84,148 | $5.40M | 0.04% | −8,100−8.8% | Reduced |
| Public Employees Retirement System of Ohio | 84,097 | $5.39M | 0.02% | +1,375+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,848 | $5.38M | 0.01% | −39,397−32.0% | Reduced |
| Kingsview Wealth Management, LLC | 83,360 | $5.35M | 0.06% | −12,329−12.9% | Reduced |
| Public Sector Pension Investment Board | 83,259 | $5.34M | 0.01% | +200.0% | Added |