Brown & BrownBRO

13F holders, Q1 2024 (March 31)
715holders
7famous investors
$87.37avg. 13F price*

At the end of Q1 2024, 715 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock Inc. ($1.5B) and Select Equity Group, L.P. ($1.2B). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Brown & Brown Inc.
Sector
Finance
CUSIP
115236101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 715Q1 2024Q2 2024: 757Q2 2024Q3 2024: 820Q3 2024Q4 2024: 873Q4 2024Q1 2025: 910Q1 2025Q2 2025: 930Q2 2025Q3 2025: 896Q3 2025Q4 2025: 890Q4 2025Q1 2026: 816Q1 2026Q2 2026: 809Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions90$144.2M
Exits57$160.0M

Ownership 715 holders

Vanguard Group Inc. 0.05% Add +0.7% 28,355,305 $2.5B
BlackRock Inc. 0.03% Add +1.5% 16,599,182 $1.5B
Select Equity Group, L.P. 4.30% Reduce -4.9% 13,606,390 $1.2B
Principal Financial Group Inc. 0.65% Add +3.2% 12,718,155 $1.1B
State Street Corp. 0.04% Add +0.8% 10,832,040 $948.2M
Morgan Stanley 0.06% Reduce -1.5% 8,865,876 $776.1M
Geode Capital Management, LLC 0.05% Add +4.3% 5,790,501 $505.7M
Allspring Global Investments Holdings, LLC 0.63% Reduce -12.7% 4,572,541 $400.3M
Goldman Sachs Group Inc. 0.06% Reduce -2.2% 3,520,077 $308.1M
Wells Fargo & Company 0.08% Add +1.6% 3,342,071 $292.6M
First Eagle Investment Management, LLC 0.62% Reduce -24.3% 3,109,220 $272.2M
Norges Bank 0.04% Reduce -0.3% 3,051,003 $267.1M
Manufacturers Life Insurance Company, The 0.23% Add +40.1% 2,801,522 $245.2M
APG Asset Management N.V. 0.43% Add +0.2% 3,020,647 $244.8M
Invesco Ltd. 0.05% Add +32.0% 2,699,144 $236.3M
Clarkston Capital Partners, LLC 4.04% Add +0.1% 2,616,825 $229.1M
Fenimore Asset Management Inc 4.45% Reduce -0.4% 2,408,003 $210.8M
ProShare Advisors LLC 0.52% Reduce -3.1% 2,251,701 $197.1M
Storebrand Asset Management As 0.66% Reduce -0.3% 2,216,102 $194.0M
Royal Bank of Canada 0.05% Add +12.8% 2,215,420 $193.9M
Northern Trust Corp. 0.03% Reduce -3.2% 2,145,871 $187.8M
Bank of America Corp. 0.02% Add +17.4% 2,004,190 $175.4M
Madison Asset Management, LLC 1.65% Add +12.7% 1,534,907 $134.4M
Bank of New York Mellon Corp 0.03% Reduce -3.1% 1,533,978 $134.3M
California Public Employees Retirement System 0.09% Reduce -4.0% 1,440,561 $126.1M
Dimensional Fund Advisors LP 0.03% Reduce -3.8% 1,438,708 $125.9M
Capital World Investors 0.02% Add +50.5% 1,413,224 $123.7M
Kayne Anderson Rudnick Investment Management LLC 0.29% Add +29.9% 1,408,968 $123.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +43.8% 1,400,482 $122.6M
Congress Asset Management Co. 0.87% Add +20.5% 1,397,596 $122.3M
CIBC Private Wealth Group LLC 0.24% Reduce -0.3% 1,392,466 $120.2M
TrinityBridge Ltd 4.26% Add +0.0% 1,333,314 $116.7M
Liontrust Investment Partners LLP 1.58% Reduce -3.3% 1,296,095 $113.5M
Charles Schwab Investment Management Inc. 0.03% Add +1.6% 1,267,842 $111.0M
Legal & General Group Plc 0.03% Add +1.8% 1,140,673 $99.9M
Allianz Asset Management GmbH 0.16% Add +67.7% 1,087,855 $95.2M
JPMorgan Chase & Co. 0.01% Add +24.3% 1,072,744 $93.9M
Royal London Asset Management Ltd. 0.22% Add +5.3% 1,008,622 $88.3M
FMR LLC 0.01% Add +3.8% 867,501 $75.9M
Deutsche Bank AG 0.04% Add +23.1% 860,231 $75.3M
Barclays PLC 0.03% Reduce -32.9% 846,250 $74.1M
Nuveen Asset Management, LLC 0.02% Reduce -15.5% 761,676 $66.7M
Point72 Asset Management 0.19% Add +111.6% 726,662 $63.6M
Swiss National Bank 0.04% Reduce -3.9% 724,400 $63.4M
Bank of Montreal 0.02% Add +105.8% 702,812 $61.6M
Robeco Institutional Asset Management B.V. 0.13% Reduce -3.6% 698,858 $61.2M
Tandem Investment Advisors, Inc. 2.36% Reduce -3.1% 694,802 $60.8M
UBS Group AG 0.02% Add +47.6% 680,156 $59.5M
Boston Financial Mangement LLC 1.76% Reduce 0.0% 631,045 $55.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.5% 628,008 $55.0M
Confluence Investment Management LLC 0.67% Reduce -4.3% 566,579 $49.6M
Envestnet Asset Management Inc. 0.02% Add +10.4% 544,910 $47.7M
Rhumbline Advisers 0.05% Add +1.0% 537,332 $47.0M
Adage Capital Partners Gp, L.L.C. 0.09% Add +875.6% 531,700 $46.5M
Los Angeles Capital Management LLC 0.16% Add +34.2% 524,797 $45.9M
Schwartz Investment Counsel Inc. 1.66% No change 519,150 $45.4M
Raymond James & Associates 0.03% Reduce -0.3% 489,527 $42.9M
Dundas Partners LLP 3.27% Add +6.7% 474,677 $41.6M
Vest Financial, LLC 1.09% Add +22.2% 470,414 $41.2M
Citadel Advisors 0.04% Reduce -20.8% 457,423 $40.0M
Cresset Asset Management, LLC 0.19% Add +37.3% 454,534 $39.8M
Nomura Asset Management Co. Ltd. 0.14% Add +7.9% 453,891 $39.7M
HSBC Holdings PLC 0.03% Add +15.3% 444,565 $38.9M
Osterweis Capital Management Inc. 2.61% Add +14.7% 443,668 $38.8M
Snyder Capital Management L P 0.82% Reduce -6.2% 436,920 $38.2M
Intech Investment Management LLC 0.53% Add +130.7% 432,220 $37.8M
TimesSquare Capital Management, LLC 0.54% Reduce -21.2% 425,292 $37.2M
Gillson Capital LP 3.33% New 400,899 $35.1M
T. Rowe Price Associates Inc. 0.00% Reduce -24.5% 393,272 $34.4M
Brown Brothers Harriman & Co. 0.26% Add +38.1% 390,434 $34.2M
California State Teachers Retirement System 0.04% Add +1.2% 389,352 $34.1M
Millennium Management 0.03% Reduce -61.7% 389,180 $34.1M
Man Group plc 0.09% Reduce -59.1% 370,474 $32.4M
National Pension Service 0.04% Add +1.2% 367,721 $32.2M
Credit Suisse AG/ 0.03% Add +1.5% 365,554 $32.0M
Cookson Peirce & Co. Inc. 1.67% Reduce -0.3% 356,879 $31.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +14.1% 352,255 $30.8M
Polar Capital Holdings Plc 0.16% New 350,000 $30.6M
Amundi 0.01% Add +0.0% 374,909 $30.4M
Verition Fund Management LLC 0.33% Reduce -9.2% 347,227 $30.4M
Stifel Financial Corp. 0.03% Reduce -2.5% 339,775 $29.7M
Motley Fool Wealth Management, LLC 1.52% Reduce -12.9% 337,119 $29.5M
Citigroup Inc. 0.03% Reduce -10.1% 336,738 $29.5M
New York State Common Retirement Fund 0.04% Reduce -4.5% 333,880 $29.2M
Natixis Advisors, LLC 0.07% Add +104.7% 327,604 $28.7M
PhiloSmith Capital Corp 7.99% No change 325,450 $28.5M
Ferguson Wellman Capital Management, Inc. 0.58% Add +2.5% 324,623 $28.4M
Ameriprise Financial Inc. 0.01% Add +8.3% 318,261 $27.9M
Corient Private Wealth LP 0.05% Add +20.6% 308,448 $27.0M
Teacher Retirement System of Texas 0.17% Add +9.5% 307,092 $26.9M
FIL Ltd 0.03% Reduce -7.9% 290,122 $25.4M
Qube Research & Technologies Ltd 0.04% Reduce -20.2% 284,245 $24.9M
Prospector Partners LLC 2.88% Reduce -3.1% 281,752 $24.7M
Sei Investments Co. 0.04% Add +12.7% 276,090 $24.2M
Alliancebernstein L.P. 0.01% Reduce -6.2% 265,559 $23.2M
Russell Investments Group, Ltd. 0.04% Reduce -26.5% 263,782 $23.1M
D. E. Shaw & Co. 0.03% Add +3.2% 251,098 $22.0M
DekaBank Deutsche Girozentrale 0.04% Add +12.4% 251,839 $21.9M
Summit Wealth Partners, LLC 4.57% Reduce -4.6% 245,050 $21.5M
1832 Asset Management L.P. 0.04% Reduce -24.8% 242,338 $21.2M

"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.

Show all 715 holders