Brown & BrownBRO

13F holders, Q1 2025 (March 31)
910holders +37
120new positions
82sold out
7famous investors
$124.27avg. 13F price*

At the end of Q1 2025, 910 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 37 from Q4 2024. 120 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.3B) and Principal Financial Group Inc. ($1.6B). 7 famous investors held it, including Francois Rochon (1.4% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$1.1B
Exits82$190.1M

All 13F filers, Q4 2024 → Q1 2025: 21,622,413 shares bought and 14,384,756 shares sold, net +7,237,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 910 holders

Vanguard Group Inc. 0.07% Add +1.9% 30,501,119 $3.8B
BlackRock, Inc. 0.05% Reduce -1.5% 18,389,672 $2.3B
Principal Financial Group Inc. 0.90% Add +0.3% 12,940,046 $1.6B
State Street Corp. 0.06% Add +0.4% 11,198,682 $1.4B
Capital World Investors 0.17% Add +97.0% 8,264,954 $1.0B
Morgan Stanley 0.07% Reduce -13.7% 7,402,530 $920.9M
Parnassus Investments, LLC 2.16% New 7,227,805 $899.1M
Geode Capital Management, LLC 0.06% Add +3.6% 6,319,226 $783.7M
Select Equity Group, L.P. 3.48% Reduce -21.4% 6,274,372 $780.5M
Invesco Ltd. 0.10% Add +8.3% 4,120,135 $512.5M
Allspring Global Investments Holdings, LLC 0.80% Reduce -5.5% 3,706,927 $460.1M
Wells Fargo & Company 0.10% Add +0.5% 3,251,650 $404.5M
Norges Bank 0.05% Add +0.7% 3,094,631 $385.0M
Royal Bank of Canada 0.09% Add +6.3% 3,063,741 $381.1M
Barclays PLC 0.14% Add +5.6% 2,383,584 $296.5M
Manufacturers Life Insurance Company, The 0.28% Reduce -1.2% 2,380,723 $296.2M
Northern Trust Corp. 0.04% Add +1.4% 2,353,376 $292.8M
Bank of America Corp. 0.03% Add +15.4% 2,313,431 $287.8M
Fenimore Asset Management Inc 5.65% Reduce -6.7% 2,144,293 $266.7M
Madison Asset Management, LLC 2.86% Add +6.2% 2,060,954 $256.4M
Goldman Sachs Group Inc. 0.05% Reduce -11.7% 2,006,096 $249.6M
First Eagle Investment Management, LLC 0.50% Add +0.4% 1,921,699 $239.1M
Royal London Asset Management Ltd. 0.51% Reduce -2.2% 1,729,576 $215.2M
ProShare Advisors LLC 0.47% Reduce -9.7% 1,667,543 $207.4M
Kayne Anderson Rudnick Investment Management LLC 0.49% Add +0.6% 1,620,536 $201.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +1.3% 1,585,840 $197.3M
Dimensional Fund Advisors LP 0.05% Reduce -1.8% 1,535,805 $191.0M
Charles Schwab Investment Management Inc. 0.03% Add +1.3% 1,374,678 $171.0M
Bank of New York Mellon Corp 0.03% Reduce -3.5% 1,328,262 $165.2M
Handelsbanken Fonder AB 0.67% Add +172.5% 1,314,434 $163.5M
CIBC Private Wealth Group LLC 0.33% Add +1.0% 1,405,429 $158.0M
TrinityBridge Ltd 4.50% Reduce -8.0% 1,257,688 $156.5M
UBS Group AG 0.03% Reduce -10.9% 1,244,253 $154.8M
Raymond James Financial Inc. 0.05% Add +66.0% 1,169,936 $145.5M
Legal & General Group Plc 0.04% Add +1.6% 1,121,860 $139.6M
Congress Asset Management Co. 1.03% Reduce -12.9% 1,110,721 $138.2M
Chilton Investment Co. Inc. 3.30% Add +5.3% 1,086,607 $135.2M
California Public Employees Retirement System 0.09% Reduce -2.9% 1,071,011 $133.2M
Gobi Capital LLC 7.55% Reduce -1.0% 1,065,937 $132.6M
Deutsche Bank AG 0.05% Reduce -28.2% 1,028,081 $127.9M
Natixis Advisors, LLC 0.22% Add +13.8% 958,273 $119.2M
Clarkston Capital Partners, LLC 2.33% Add +0.3% 950,710 $118.3M
Envestnet Asset Management Inc. 0.03% Add +6.2% 801,194 $99.7M
JPMorgan Chase & Co. 0.01% Add +11.5% 799,471 $99.5M
Macquarie Group Ltd. 0.12% Reduce -5.5% 764,725 $95.1M
Tandem Investment Advisors, Inc. 3.32% Add +2.5% 764,709 $95.1M
Storebrand Asset Management As 0.30% Reduce -48.2% 737,323 $91.7M
Swiss National Bank 0.06% Add +0.1% 685,500 $85.3M
T. Rowe Price Associates Inc. 0.01% Reduce -1.2% 676,839 $84.2M
First Trust Advisors LP 0.07% Reduce -72.1% 656,167 $81.6M
Captrust Financial Advisors 0.20% Add +782.9% 650,098 $80.9M
Millennium Management 0.08% Add +3.5% 649,852 $80.8M
Brown Brothers Harriman & Co. 0.56% Add +10.9% 640,661 $79.7M
Nordea Investment Management AB 0.08% Add +2842.4% 639,864 $79.4M
Assenagon Asset Management S.A. 0.14% Add +125.8% 628,690 $78.2M
FIL Ltd 0.07% Add +15.0% 619,358 $77.0M
Sei Investments Co. 0.10% Add +61.0% 603,482 $75.1M
Nuveen, LLC 0.02% — 585,971 $72.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.9% 582,811 $72.5M
Ameriprise Financial Inc. 0.02% Reduce -4.9% 559,991 $69.7M
Snyder Capital Management L P 1.50% Reduce -2.1% 551,133 $68.6M
Worldquant Millennium Advisors LLC 0.42% Add +74.3% 537,532 $66.9M
FMR LLC 0.00% Reduce -10.5% 534,246 $66.5M
Vest Financial, LLC 1.03% Reduce -1.4% 533,273 $66.3M
Bank of Montreal 0.04% Add +40.4% 532,240 $66.2M
Mitsubishi UFJ Trust & Banking Corp 0.17% Add +63.7% 530,887 $66.0M
Schwartz Investment Counsel Inc. 2.22% No change 519,150 $64.6M
Rhumbline Advisers 0.06% Add +0.1% 513,570 $63.9M
Dundas Partners LLP 4.61% No change 503,111 $62.6M
Confluence Investment Management LLC 0.88% Reduce -5.9% 493,525 $61.4M
HSBC Holdings PLC 0.04% Reduce -11.2% 490,293 $60.8M
Abn Amro Investment Solutions 1.23% New 473,219 $58.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.6% 471,023 $58.6M
EULAV Asset Management 1.37% Add +3.3% 444,900 $55.3M
Nomura Asset Management Co. Ltd. 0.16% Reduce -3.2% 427,448 $53.2M
Polar Capital Holdings Plc 0.32% Add +3.0% 425,000 $52.9M
Corient Private Wealth LP 0.09% Add +3.0% 424,112 $52.8M
Rathbones Group PLC 0.24% Add +47.5% 406,379 $50.6M
Cookson Peirce & Co. Inc. 2.50% Reduce -1.8% 400,113 $49.8M
TimesSquare Capital Management, LLC 0.72% Reduce -8.4% 358,962 $44.7M
Danske Bank A/S 0.14% Add +70.3% 358,108 $44.5M
Stifel Financial Corp. 0.05% Reduce -4.1% 357,649 $44.5M
California State Teachers Retirement System 0.05% Reduce -1.0% 343,657 $42.8M
Pictet Asset Management Holding SA 0.05% Add +5.9% 343,108 $42.7M
National Pension Service 0.04% Add +0.4% 341,513 $42.5M
Victory Capital Management Inc. 0.04% Add +6.5% 324,055 $40.3M
Renaissance Group LLC 1.76% New 320,889 $39.9M
BNP Paribas Financial Markets 0.03% Reduce -21.6% 316,372 $39.4M
Port Capital LLC 1.78% Add +31.4% 315,815 $39.3M
Amundi 0.01% Reduce -53.6% 314,762 $39.2M
Ferguson Wellman Capital Management, Inc. 0.75% Add +2.5% 312,116 $38.8M
Cresset Asset Management, LLC 0.19% Reduce -5.3% 311,986 $38.8M
Visualize Group LP 12.54% Add +83.0% 305,991 $38.1M
APG Asset Management N.V. 0.12% Reduce -14.8% 325,655 $37.5M
Osterweis Capital Management Inc. 2.53% Reduce -2.6% 300,979 $37.4M
Vancity Investment Management Ltd 5.08% — 297,938 $37.1M
Giverny Capital 1.35% Reduce -0.1% 294,603 $36.6M
Neuberger Berman Group LLC 0.03% Add +221.0% 289,704 $36.0M
Intech Investment Management LLC 0.37% Reduce -40.8% 287,115 $35.7M
Allianz Asset Management GmbH 0.05% Reduce -32.3% 286,452 $35.6M

"% 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 910 holders