Brown & BrownBRO

13F holders, Q3 2024 (September 30)
820holders +63
108new positions
49sold out
7famous investors
$103.48avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions108$263.5M
Exits49$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.

Show all 820 holders