Brown & BrownBRO
13F holders, Q4 2024 (December 31)873holders +53
70new positions
61sold out
8famous investors
$101.99avg. 13F price*
At the end of Q4 2024, 873 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 53 from Q3 2024. 70 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($1.9B) and Principal Financial Group Inc. ($1.3B). 8 famous investors held it, including Francois Rochon (1.1% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $112.7M |
| Exits | 61 | $86.9M |
All 13F filers, Q3 2024 → Q4 2024: 14,193,941 shares bought and 11,843,079 shares sold, net +2,350,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Vanguard Group Inc. | 0.05% | Add +4.7% | 29,940,139 | $3.1B |
| BlackRock, Inc. | 0.04% | Add +4.2% | 18,666,372 | $1.9B |
| Principal Financial Group Inc. | 0.72% | Add +0.7% | 12,901,968 | $1.3B |
| State Street Corp. | 0.04% | Add +2.6% | 11,149,319 | $1.1B |
| Morgan Stanley | 0.06% | Add +1.4% | 8,577,216 | $875.0M |
| Select Equity Group, L.P. | 3.32% | Reduce -16.6% | 7,978,907 | $814.0M |
| Geode Capital Management, LLC | 0.05% | Add +2.0% | 6,099,649 | $620.7M |
| Capital World Investors | 0.07% | Add +15.6% | 4,195,681 | $428.0M |
| Allspring Global Investments Holdings, LLC | 0.63% | Add +0.2% | 3,922,301 | $394.4M |
| Invesco Ltd. | 0.07% | Add +11.4% | 3,803,616 | $388.0M |
| Wells Fargo & Company | 0.08% | Reduce -1.2% | 3,235,045 | $330.0M |
| Norges Bank | 0.04% | Reduce -9.5% | 3,072,061 | $313.4M |
| Royal Bank of Canada | 0.06% | Add +2.0% | 2,882,426 | $294.1M |
| Manufacturers Life Insurance Company, The | 0.22% | Reduce -1.7% | 2,410,115 | $245.9M |
| First Trust Advisors LP | 0.21% | Add +626.5% | 2,350,039 | $239.8M |
| Northern Trust Corp. | 0.03% | Add +14.5% | 2,320,198 | $236.7M |
| Fenimore Asset Management Inc | 4.93% | Reduce -1.1% | 2,298,508 | $234.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -45.2% | 2,272,136 | $231.8M |
| Barclays PLC | 0.11% | Reduce -8.5% | 2,257,207 | $230.3M |
| Bank of America Corp. | 0.02% | Reduce -5.0% | 2,003,793 | $204.4M |
| Madison Asset Management, LLC | 2.23% | Add +11.9% | 1,941,098 | $198.0M |
| Madison Investment Advisors, LLC | 2.23% | — | 1,941,098 | $198.0M |
| First Eagle Investment Management, LLC | 0.44% | Reduce -38.4% | 1,914,285 | $195.3M |
| ProShare Advisors LLC | 0.43% | Reduce -1.4% | 1,846,149 | $188.3M |
| Royal London Asset Management Ltd. | 0.44% | Add +3.0% | 1,768,070 | $180.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.38% | Add +3.0% | 1,611,286 | $164.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +18.1% | 1,566,264 | $159.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.7% | 1,564,185 | $159.6M |
| Deutsche Bank AG | 0.06% | Add +22.7% | 1,431,562 | $146.0M |
| Storebrand Asset Management As | 0.44% | Reduce -0.2% | 1,422,801 | $145.2M |
| CIBC Private Wealth Group LLC | 0.26% | Reduce -1.5% | 1,391,002 | $142.6M |
| UBS Group AG | 0.03% | Add +90.2% | 1,397,109 | $142.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.9% | 1,377,004 | $140.5M |
| TrinityBridge Ltd | 3.93% | No change | 1,367,338 | $139.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.1% | 1,356,535 | $138.4M |
| Congress Asset Management Co. | 0.88% | Reduce -6.4% | 1,274,884 | $130.1M |
| Legal & General Group Plc | 0.03% | Reduce -3.2% | 1,104,402 | $112.7M |
| California Public Employees Retirement System | 0.08% | Reduce -0.6% | 1,102,970 | $112.5M |
| Gobi Capital LLC | 6.45% | Add +9.0% | 1,076,837 | $109.9M |
| Chilton Investment Co. Inc. | 2.71% | Add +35.7% | 1,032,325 | $105.3M |
| Clarkston Capital Partners, LLC | 1.85% | Reduce -2.9% | 947,980 | $96.7M |
| Natixis Advisors, LLC | 0.16% | Add +8.0% | 841,768 | $85.9M |
| Macquarie Group Ltd. | 0.10% | Add +1711.8% | 808,922 | $81.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.2% | 754,556 | $77.0M |
| Tandem Investment Advisors, Inc. | 2.88% | Add +10.1% | 746,032 | $76.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.0% | 716,957 | $73.1M |
| Raymond James Financial Inc. | 0.03% | — | 704,908 | $71.9M |
| Balyasny Asset Management L.P. | 0.17% | Add +9262.2% | 687,095 | $70.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.6% | 685,257 | $69.9M |
| Swiss National Bank | 0.05% | Reduce -4.7% | 685,000 | $69.9M |
| Amundi | 0.02% | Add +109.0% | 678,532 | $69.6M |
| Robeco Institutional Asset Management B.V. | 0.13% | Reduce -2.5% | 672,286 | $68.6M |
| Millennium Management | 0.06% | Add +9.2% | 627,813 | $64.0M |
| Boston Financial Mangement LLC | 1.90% | Add +0.3% | 614,980 | $62.7M |
| FMR LLC | 0.00% | Reduce -46.2% | 597,139 | $60.9M |
| Ameriprise Financial Inc. | 0.02% | Add +5.0% | 589,118 | $60.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.0% | 577,705 | $58.9M |
| Brown Brothers Harriman & Co. | 0.41% | Add +0.3% | 577,455 | $58.9M |
| Snyder Capital Management L P | 1.20% | Add +15.7% | 562,728 | $57.4M |
| HSBC Holdings PLC | 0.03% | Add +5.9% | 552,320 | $56.3M |
| Vest Financial, LLC | 0.98% | Add +8.7% | 540,914 | $55.2M |
| FIL Ltd | 0.05% | Reduce -9.5% | 538,433 | $54.9M |
| Confluence Investment Management LLC | 0.74% | Reduce -3.1% | 524,387 | $53.5M |
| Schwartz Investment Counsel Inc. | 1.91% | No change | 519,150 | $53.0M |
| Rhumbline Advisers | 0.05% | Reduce -1.9% | 513,080 | $52.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.5% | 505,886 | $51.6M |
| Dundas Partners LLP | 3.60% | Add +5.0% | 503,111 | $51.3M |
| Point72 Asset Management | 0.14% | Add +10.5% | 493,658 | $50.4M |
| Los Angeles Capital Management LLC | 0.20% | Reduce -10.6% | 489,016 | $49.9M |
| Intech Investment Management LLC | 0.48% | Add +17.3% | 484,779 | $49.5M |
| Handelsbanken Fonder AB | 0.19% | Add +16.2% | 482,334 | $49.2M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +2.3% | 441,693 | $45.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +7.7% | 433,844 | $44.1M |
| EULAV Asset Management | 1.06% | Add +144.8% | 430,900 | $44.0M |
| Zurich Insurance Group Ltd | 0.35% | Reduce -34.1% | 426,147 | $43.5M |
| Allianz Asset Management GmbH | 0.06% | Add +36.0% | 423,017 | $43.2M |
| Polar Capital Holdings Plc | 0.24% | No change | 412,500 | $42.1M |
| Corient Private Wealth LP | 0.07% | Add +6.8% | 411,950 | $42.0M |
| Cookson Peirce & Co. Inc. | 1.88% | Reduce -1.2% | 407,411 | $41.6M |
| BNP Paribas Financial Markets | 0.03% | Add +7.5% | 403,647 | $41.2M |
| TimesSquare Capital Management, LLC | 0.58% | Reduce -5.3% | 391,872 | $40.0M |
| Bank of Montreal | 0.02% | Add +0.5% | 379,140 | $38.7M |
| Sei Investments Co. | 0.05% | Add +13.6% | 374,927 | $38.3M |
| Stifel Financial Corp. | 0.04% | Add +1.6% | 373,017 | $38.1M |
| APG Asset Management N.V. | 0.10% | Reduce -42.7% | 382,072 | $37.6M |
| California State Teachers Retirement System | 0.04% | Reduce -3.3% | 347,279 | $35.4M |
| National Pension Service | 0.03% | Reduce -7.2% | 340,192 | $34.7M |
| Cresset Asset Management, LLC | 0.16% | Reduce -14.0% | 329,417 | $33.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +77.6% | 324,242 | $33.1M |
| Pictet Asset Management Holding SA | 0.04% | Add +42.8% | 323,882 | $33.0M |
| Osterweis Capital Management Inc. | 1.93% | Reduce -17.6% | 308,876 | $31.5M |
| Worldquant Millennium Advisors LLC | 0.20% | Add +140.1% | 308,395 | $31.5M |
| Victory Capital Management Inc. | 0.03% | Add +19.9% | 304,405 | $31.1M |
| Ferguson Wellman Capital Management, Inc. | 0.59% | Reduce -1.0% | 304,391 | $31.1M |
| Giverny Capital | 1.10% | New | 294,809 | $30.1M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -8.0% | 293,610 | $30.0M |
| PhiloSmith Capital Corp | 8.45% | Reduce -10.1% | 292,450 | $29.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -6.4% | 289,522 | $29.5M |
| Teacher Retirement System of Texas | 0.11% | Add +185.7% | 289,342 | $29.5M |
| Prospector Partners LLC | 3.33% | Add +0.2% | 285,170 | $29.1M |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.