Brown & BrownBRO
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 820 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 63 from Q2 2024. 108 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($1.9B) and Principal Financial Group Inc. ($1.3B). 7 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 Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Brown & Brown Inc.
- Sector
- Finance
- CUSIP
- 115236101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $263.5M |
| Exits | 49 | $86.3M |
All 13F filers, Q2 2024 → Q3 2024: 12,348,393 shares bought and 13,739,282 shares sold, net −1,390,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.3% | 28,604,175 | $3.0B |
| BlackRock, Inc. | 0.04% | — | 17,922,833 | $1.9B |
| Principal Financial Group Inc. | 0.72% | Add +0.0% | 12,807,847 | $1.3B |
| State Street Corp. | 0.05% | Add +0.0% | 10,866,620 | $1.1B |
| Select Equity Group, L.P. | 3.62% | Reduce -27.1% | 9,573,280 | $991.8M |
| Morgan Stanley | 0.06% | Reduce -4.8% | 8,458,828 | $876.3M |
| Geode Capital Management, LLC | 0.05% | Reduce -0.1% | 5,981,080 | $617.6M |
| Goldman Sachs Group Inc. | 0.08% | Add +3.2% | 4,145,453 | $429.5M |
| Allspring Global Investments Holdings, LLC | 0.63% | Add +0.7% | 3,915,425 | $405.6M |
| Capital World Investors | 0.06% | Add +154.6% | 3,629,565 | $376.0M |
| Invesco Ltd. | 0.07% | Add +32.3% | 3,415,205 | $353.8M |
| Norges Bank | 0.05% | Add +1.4% | 3,393,131 | $351.5M |
| Wells Fargo & Company | 0.08% | Reduce -1.3% | 3,275,269 | $339.3M |
| First Eagle Investment Management, LLC | 0.66% | Add +0.1% | 3,104,848 | $321.7M |
| Royal Bank of Canada | 0.07% | Add +15.0% | 2,826,393 | $292.8M |
| Barclays PLC | 0.11% | Add +17.8% | 2,466,582 | $255.5M |
| Manufacturers Life Insurance Company, The | 0.22% | Reduce -29.8% | 2,451,378 | $254.0M |
| Fenimore Asset Management Inc | 4.85% | Reduce -3.6% | 2,324,876 | $240.9M |
| Bank of America Corp. | 0.02% | Add +1.9% | 2,110,469 | $218.6M |
| Northern Trust Corp. | 0.03% | Reduce -6.8% | 2,026,795 | $210.0M |
| ProShare Advisors LLC | 0.48% | Reduce -14.7% | 1,872,086 | $193.9M |
| Madison Asset Management, LLC | 2.02% | Add +4.0% | 1,734,746 | $179.7M |
| Royal London Asset Management Ltd. | 0.44% | Reduce -17.0% | 1,717,185 | $177.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.36% | Add +3.7% | 1,564,374 | $162.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.0% | 1,537,415 | $159.3M |
| Storebrand Asset Management As | 0.47% | Reduce -35.6% | 1,425,199 | $147.7M |
| CIBC Private Wealth Group LLC | 0.26% | Reduce -0.2% | 1,412,678 | $146.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.8% | 1,389,629 | $144.0M |
| TrinityBridge Ltd | 4.35% | Add +2.5% | 1,367,338 | $141.6M |
| Congress Asset Management Co. | 0.96% | Reduce -1.1% | 1,362,009 | $141.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -23.9% | 1,326,076 | $137.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.4% | 1,315,654 | $136.3M |
| Deutsche Bank AG | 0.05% | Add +3.6% | 1,166,383 | $120.8M |
| Legal & General Group Plc | 0.03% | Reduce -3.1% | 1,140,530 | $118.2M |
| California Public Employees Retirement System | 0.08% | Reduce -4.0% | 1,109,878 | $115.0M |
| FMR LLC | 0.01% | Add +42.4% | 1,109,840 | $115.0M |
| Gobi Capital LLC | 5.87% | New | 987,995 | $102.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.4% | 982,542 | $101.8M |
| Clarkston Capital Partners, LLC | 1.86% | Reduce -38.5% | 976,515 | $101.2M |
| Liontrust Investment Partners LLP | 1.24% | No change | 974,867 | $87.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.7% | 796,111 | $82.5M |
| Natixis Advisors, LLC | 0.16% | Add +6.2% | 779,434 | $80.7M |
| Chilton Investment Co. Inc. | 2.06% | Add +4.3% | 760,922 | $78.8M |
| UBS Group AG | 0.02% | Add +13.5% | 734,624 | $76.1M |
| Swiss National Bank | 0.05% | Reduce -0.0% | 719,000 | $74.5M |
| Robeco Institutional Asset Management B.V. | 0.14% | Add +5.1% | 689,556 | $71.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +9.9% | 681,267 | $70.6M |
| Tandem Investment Advisors, Inc. | 2.66% | Reduce -2.0% | 677,455 | $70.2M |
| Zurich Insurance Group Ltd | 0.57% | Add +258.0% | 646,574 | $67.0M |
| Boston Financial Mangement LLC | 1.89% | Reduce -2.1% | 613,333 | $63.5M |
| APG Asset Management N.V. | 0.41% | Reduce -77.1% | 666,419 | $61.9M |
| FIL Ltd | 0.06% | Reduce -22.9% | 595,158 | $61.7M |
| Brown Brothers Harriman & Co. | 0.41% | Add +23.9% | 575,831 | $59.7M |
| Millennium Management | 0.05% | Add +447.6% | 574,733 | $59.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.4% | 571,915 | $59.3M |
| Acadian Asset Management LLC | 0.18% | Add +207.4% | 570,187 | $59.1M |
| Ameriprise Financial Inc. | 0.01% | Add +11.1% | 560,991 | $58.3M |
| Assenagon Asset Management S.A. | 0.12% | Add +13.1% | 552,261 | $57.2M |
| Los Angeles Capital Management LLC | 0.23% | Add +129.3% | 547,003 | $56.7M |
| Confluence Investment Management LLC | 0.75% | Reduce -2.1% | 541,090 | $56.1M |
| Rhumbline Advisers | 0.05% | Reduce -2.7% | 522,791 | $54.2M |
| Schwartz Investment Counsel Inc. | 1.91% | No change | 519,150 | $53.8M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -3.3% | 518,985 | $53.8M |
| HSBC Holdings PLC | 0.03% | Add +12.7% | 521,376 | $53.7M |
| Vest Financial, LLC | 0.99% | Reduce -6.3% | 497,837 | $51.6M |
| Snyder Capital Management L P | 1.05% | Add +13.4% | 486,556 | $50.4M |
| Dundas Partners LLP | 3.57% | No change | 479,205 | $49.6M |
| Raymond James & Associates | 0.03% | Add +1.9% | 468,146 | $48.5M |
| Point72 Asset Management | 0.16% | Reduce -17.4% | 446,655 | $46.3M |
| Nomura Asset Management Co. Ltd. | 0.14% | Reduce -9.3% | 431,617 | $44.7M |
| Handelsbanken Fonder AB | 0.17% | Add +771.5% | 415,134 | $43.0M |
| TimesSquare Capital Management, LLC | 0.64% | Reduce -1.2% | 414,027 | $42.9M |
| Intech Investment Management LLC | 0.48% | Reduce -5.1% | 413,295 | $42.8M |
| Polar Capital Holdings Plc | 0.21% | Add +3.1% | 412,500 | $42.7M |
| Cookson Peirce & Co. Inc. | 2.00% | Reduce -0.4% | 412,374 | $42.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +6.8% | 402,734 | $41.7M |
| Corient Private Wealth LP | 0.06% | Reduce -5.5% | 385,885 | $40.0M |
| Cresset Asset Management, LLC | 0.15% | Reduce -17.4% | 382,887 | $39.7M |
| BNP Paribas Financial Markets | 0.04% | Add +0.4% | 375,594 | $38.9M |
| Osterweis Capital Management Inc. | 2.33% | Reduce -1.6% | 374,965 | $38.8M |
| Bank of Montreal | 0.02% | Add +2.9% | 377,450 | $38.7M |
| Stifel Financial Corp. | 0.04% | Add +0.5% | 367,340 | $38.1M |
| National Pension Service | 0.04% | Add +2.5% | 366,519 | $38.0M |
| California State Teachers Retirement System | 0.04% | Reduce -1.8% | 359,052 | $37.2M |
| Sei Investments Co. | 0.04% | Add +16.0% | 330,008 | $34.2M |
| Amundi | 0.01% | Add +28.2% | 324,735 | $34.2M |
| PhiloSmith Capital Corp | 8.52% | No change | 325,450 | $33.7M |
| First Trust Advisors LP | 0.03% | Reduce -4.0% | 323,450 | $33.5M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -1.8% | 319,278 | $33.1M |
| Vancity Investment Management Ltd | 3.88% | Reduce -36.1% | 312,921 | $32.4M |
| Allianz Asset Management GmbH | 0.05% | Reduce -42.0% | 311,134 | $32.2M |
| New York State Common Retirement Fund | 0.04% | Reduce -8.0% | 309,422 | $32.1M |
| Ferguson Wellman Capital Management, Inc. | 0.62% | Add +0.4% | 307,392 | $31.8M |
| Renaissance Technologies | 0.05% | Add +57.3% | 303,400 | $31.4M |
| Motley Fool Wealth Management, LLC | 1.51% | Reduce -15.5% | 291,156 | $30.2M |
| Prospector Partners LLC | 3.18% | Add +0.3% | 284,474 | $29.5M |
| Citigroup Inc. | 0.03% | Add +1.6% | 275,479 | $28.5M |
| Truist Financial Corp. | 0.04% | Reduce -42.1% | 273,613 | $28.3M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 260,537 | $27.0M |
| Tidal Investments LLC | 0.30% | Add +652.8% | 259,205 | $26.9M |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.