Brown & BrownBRO
13F holders, Q2 2024 (June 30)757holders +42
89new positions
49sold out
6famous investors
$89.33avg. 13F price*
At the end of Q2 2024, 757 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 42 from Q1 2024. 89 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock Inc. ($1.5B) and Select Equity Group, L.P. ($1.2B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Brown & Brown Inc.
- Sector
- Finance
- CUSIP
- 115236101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $151.7M |
| Exits | 49 | $108.5M |
All 13F filers, Q1 2024 → Q2 2024: 12,984,760 shares bought and 10,070,054 shares sold, net +2,914,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| Vanguard Group Inc. | 0.05% | Add +1.2% | 28,695,553 | $2.6B |
| BlackRock Inc. | 0.03% | Add +0.4% | 16,671,722 | $1.5B |
| Select Equity Group, L.P. | 4.66% | Reduce -3.5% | 13,133,796 | $1.2B |
| Principal Financial Group Inc. | 0.68% | Add +0.7% | 12,804,979 | $1.1B |
| State Street Corp. | 0.04% | Add +0.3% | 10,862,778 | $971.2M |
| Morgan Stanley | 0.06% | Add +0.2% | 8,883,452 | $794.3M |
| Geode Capital Management, LLC | 0.05% | Add +3.4% | 5,988,633 | $534.1M |
| Goldman Sachs Group Inc. | 0.07% | Add +14.2% | 4,018,407 | $359.3M |
| Allspring Global Investments Holdings, LLC | 0.57% | Reduce -15.0% | 3,887,245 | $347.6M |
| Manufacturers Life Insurance Company, The | 0.29% | Add +24.6% | 3,489,305 | $312.0M |
| Norges Bank | 0.04% | Add +9.7% | 3,345,422 | $299.1M |
| Wells Fargo & Company | 0.08% | Reduce -0.7% | 3,317,357 | $296.6M |
| First Eagle Investment Management, LLC | 0.63% | Reduce -0.2% | 3,102,450 | $277.4M |
| APG Asset Management N.V. | 0.43% | Reduce -3.6% | 2,910,542 | $242.8M |
| Invesco Ltd. | 0.05% | Reduce -4.3% | 2,581,866 | $230.8M |
| Royal Bank of Canada | 0.05% | Add +11.0% | 2,458,173 | $219.8M |
| Fenimore Asset Management Inc | 4.73% | Add +0.2% | 2,413,035 | $215.7M |
| Storebrand Asset Management As | 0.66% | Reduce -0.1% | 2,214,224 | $198.0M |
| ProShare Advisors LLC | 0.53% | Reduce -2.5% | 2,194,639 | $196.2M |
| Northern Trust Corp. | 0.03% | Add +1.3% | 2,173,708 | $194.4M |
| Barclays PLC | 0.09% | Add +147.5% | 2,094,602 | $187.3M |
| Bank of America Corp. | 0.02% | Add +3.3% | 2,070,341 | $185.1M |
| Royal London Asset Management Ltd. | 0.47% | Add +105.1% | 2,068,333 | $184.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +24.4% | 1,742,279 | $155.8M |
| Madison Asset Management, LLC | 1.85% | Add +8.6% | 1,667,506 | $149.1M |
| Clarkston Capital Partners, LLC | 2.71% | Reduce -39.3% | 1,588,285 | $142.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +8.0% | 1,553,396 | $138.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.33% | Add +7.0% | 1,508,123 | $134.8M |
| CIBC Private Wealth Group LLC | 0.24% | Add +1.7% | 1,415,763 | $128.2M |
| Capital World Investors | 0.02% | Add +0.9% | 1,425,880 | $127.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.8% | 1,414,863 | $126.5M |
| Congress Asset Management Co. | 0.88% | Reduce -1.5% | 1,377,185 | $123.1M |
| TrinityBridge Ltd | 4.06% | Add +0.1% | 1,334,103 | $119.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.4% | 1,297,720 | $116.0M |
| JPMorgan Chase & Co. | 0.01% | Add +10.9% | 1,189,521 | $106.4M |
| Legal & General Group Plc | 0.03% | Add +3.2% | 1,177,186 | $105.3M |
| California Public Employees Retirement System | 0.08% | Reduce -19.8% | 1,155,471 | $103.3M |
| Deutsche Bank AG | 0.05% | Add +30.9% | 1,126,151 | $100.7M |
| Liontrust Investment Partners LLP | 1.24% | Reduce -24.8% | 974,867 | $87.2M |
| FMR LLC | 0.00% | Reduce -10.2% | 779,179 | $69.7M |
| FIL Ltd | 0.07% | Add +166.2% | 772,388 | $69.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +35.6% | 738,941 | $66.1M |
| Natixis Advisors, LLC | 0.14% | Add +124.0% | 733,668 | $65.6M |
| Chilton Investment Co. Inc. | 1.84% | Add +247.9% | 729,389 | $65.2M |
| Swiss National Bank | 0.04% | Reduce -0.7% | 719,200 | $64.3M |
| Tandem Investment Advisors, Inc. | 2.46% | Reduce -0.5% | 691,316 | $61.8M |
| Robeco Institutional Asset Management B.V. | 0.13% | Reduce -6.1% | 656,116 | $58.7M |
| UBS Group AG | 0.02% | Reduce -4.9% | 647,124 | $57.9M |
| Boston Financial Mangement LLC | 1.78% | Reduce -0.7% | 626,703 | $56.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +57.5% | 619,589 | $55.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -7.6% | 580,124 | $51.9M |
| Confluence Investment Management LLC | 0.71% | Reduce -2.5% | 552,705 | $49.4M |
| Point72 Asset Management | 0.16% | Reduce -25.6% | 540,534 | $48.3M |
| Rhumbline Advisers | 0.05% | Reduce -0.1% | 537,074 | $48.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -29.6% | 536,603 | $48.0M |
| Allianz Asset Management GmbH | 0.08% | Reduce -50.7% | 536,426 | $48.0M |
| Vest Financial, LLC | 1.14% | Add +13.0% | 531,435 | $47.5M |
| Schwartz Investment Counsel Inc. | 1.72% | No change | 519,150 | $46.4M |
| Ameriprise Financial Inc. | 0.01% | Add +58.7% | 505,115 | $45.2M |
| Vancity Investment Management Ltd | 2.78% | Add +119.6% | 489,460 | $43.8M |
| Assenagon Asset Management S.A. | 0.11% | Add +162.3% | 488,483 | $43.7M |
| Dundas Partners LLP | 3.32% | Add +0.9% | 479,205 | $42.8M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +4.9% | 476,088 | $42.6M |
| Truist Financial Corp. | 0.06% | Add +392.4% | 472,953 | $42.3M |
| Brown Brothers Harriman & Co. | 0.31% | Add +19.1% | 464,911 | $41.6M |
| HSBC Holdings PLC | 0.03% | Add +4.1% | 462,848 | $41.5M |
| Cresset Asset Management, LLC | 0.18% | Add +1.9% | 463,248 | $41.4M |
| Raymond James & Associates | 0.03% | Reduce -6.1% | 459,662 | $41.1M |
| Intech Investment Management LLC | 0.48% | Add +0.7% | 435,392 | $38.9M |
| Snyder Capital Management L P | 0.86% | Reduce -1.8% | 429,000 | $38.4M |
| TimesSquare Capital Management, LLC | 0.59% | Reduce -1.4% | 419,192 | $37.5M |
| Cookson Peirce & Co. Inc. | 1.78% | Add +16.0% | 414,034 | $37.0M |
| Corient Private Wealth LP | 0.06% | Add +32.3% | 408,192 | $36.5M |
| Polar Capital Holdings Plc | 0.21% | Add +14.3% | 400,000 | $35.8M |
| Osterweis Capital Management Inc. | 2.23% | Reduce -14.1% | 381,051 | $34.1M |
| Bank of Montreal | 0.01% | Reduce -47.8% | 366,771 | $33.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +7.0% | 376,988 | $33.7M |
| BNP Paribas Financial Markets | 0.04% | Add +68.5% | 374,156 | $33.5M |
| California State Teachers Retirement System | 0.04% | Reduce -6.1% | 365,672 | $32.7M |
| Stifel Financial Corp. | 0.04% | Add +7.6% | 365,628 | $32.7M |
| National Pension Service | 0.04% | Reduce -2.7% | 357,743 | $32.0M |
| Motley Fool Wealth Management, LLC | 1.57% | Add +2.2% | 344,484 | $30.8M |
| First Trust Advisors LP | 0.03% | Add +132.8% | 337,026 | $30.1M |
| New York State Common Retirement Fund | 0.04% | Add +0.7% | 336,315 | $30.1M |
| PhiloSmith Capital Corp | 8.19% | No change | 325,450 | $29.1M |
| Janney Montgomery Scott LLC | 0.09% | Add +94.2% | 325,084 | $29.1M |
| Ferguson Wellman Capital Management, Inc. | 0.56% | Reduce -5.7% | 306,203 | $27.4M |
| Sei Investments Co. | 0.04% | Add +3.0% | 284,494 | $25.4M |
| Prospector Partners LLC | 3.00% | Add +0.6% | 283,557 | $25.4M |
| Citigroup Inc. | 0.02% | Reduce -19.5% | 271,157 | $24.2M |
| Danske Bank A/S | 0.09% | Add +21.4% | 267,295 | $23.9M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -2.5% | 260,537 | $23.3M |
| Woodline Partners LP | 0.22% | New | 259,029 | $23.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.5% | 256,192 | $22.9M |
| Natixis | 0.14% | Add +311.5% | 255,289 | $22.8M |
| Amundi | 0.01% | Reduce -32.5% | 253,241 | $22.8M |
| Victory Capital Management Inc. | 0.02% | Add +9.0% | 252,939 | $22.6M |
| TD Asset Management Inc | 0.02% | Add +13.0% | 251,552 | $22.5M |
| Los Angeles Capital Management LLC | 0.08% | Reduce -54.5% | 238,545 | $21.3M |
| Pictet Asset Management Holding SA | 0.02% | Add +21.9% | 237,868 | $21.3M |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.