Brown & BrownBRO

13F holders, Q2 2025 (June 30)
930holders +20
118new positions
99sold out
9famous investors
$110.79avg. 13F price*

At the end of Q2 2025, 930 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 20 from Q1 2025. 118 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock, Inc. ($2.3B) and Principal Financial Group Inc. ($1.5B). 9 famous investors held it, including George Soros (3.0% of Soros Fund Management's portfolio), Francois Rochon (1.2% of Giverny Capital's portfolio) and Ken Griffin (0.5% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions118$1.7B
Exits99$369.1M

All 13F filers, Q1 2025 → Q2 2025: 61,445,951 shares bought and 14,221,132 shares sold, net +47,224,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 930 holders

Vanguard Group Inc. 0.06% Add +16.8% 35,625,322 $3.9B
BlackRock, Inc. 0.04% Add +11.6% 20,516,565 $2.3B
Principal Financial Group Inc. 0.80% Add +5.1% 13,594,961 $1.5B
State Street Corp. 0.05% Add +11.3% 12,460,821 $1.4B
Capital World Investors 0.16% Add +16.8% 9,651,397 $1.1B
FMR LLC 0.05% Add +1479.7% 8,439,534 $935.7M
Geode Capital Management, LLC 0.06% Add +16.6% 7,369,576 $813.6M
Parnassus Investments, LLC 1.79% Reduce -2.9% 7,017,120 $778.0M
Select Equity Group, L.P. 2.71% Reduce -8.4% 5,745,705 $637.0M
Morgan Stanley 0.04% Reduce -22.7% 5,721,498 $634.3M
Citadel Advisors 0.51% Add +40523.9% 5,267,297 $584.0M
Balyasny Asset Management L.P. 1.14% Add +96891.3% 4,456,748 $494.1M
Invesco Ltd. 0.08% Add +1.1% 4,166,370 $461.9M
Norges Bank 0.05% Add +26.4% 3,912,149 $433.7M
Allspring Global Investments Holdings, LLC 0.62% Reduce -8.0% 3,411,227 $371.6M
Royal Bank of Canada 0.07% Add +4.3% 3,195,523 $354.3M
Wells Fargo & Company 0.08% Reduce -3.3% 3,143,994 $348.6M
Barclays PLC 0.13% Add +25.1% 2,981,838 $330.6M
Bank of America Corp. 0.02% Add +16.8% 2,703,009 $299.7M
Northern Trust Corp. 0.04% Add +7.0% 2,518,757 $279.3M
Caisse de depot et placement du Quebec 0.58% Add +6673.0% 2,438,354 $270.3M
Manufacturers Life Insurance Company, The 0.23% Reduce -1.5% 2,344,254 $259.9M
Fenimore Asset Management Inc 4.74% Reduce -0.2% 2,140,192 $237.3M
Goldman Sachs Group Inc. 0.04% Add +6.3% 2,132,117 $236.4M
Ghisallo Capital Management LLC 6.22% New 2,100,000 $232.8M
Madison Asset Management, LLC 2.45% Reduce -0.9% 2,042,286 $226.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +20.8% 1,915,992 $212.4M
Healthcare of Ontario Pension Plan Trust Fund 0.39% Add +61270.8% 1,736,179 $192.5M
Deutsche Bank AG 0.07% Add +59.0% 1,634,964 $181.3M
Charles Schwab Investment Management Inc. 0.03% Add +17.9% 1,621,421 $179.8M
Dimensional Fund Advisors LP 0.04% Add +1.1% 1,552,011 $172.1M
Boston Partners 0.19% New 1,544,503 $171.2M
Chilton Investment Co. Inc. 3.69% Add +38.1% 1,500,600 $166.4M
Royal London Asset Management Ltd. 0.37% Reduce -16.5% 1,444,467 $160.1M
CIBC Private Wealth Group LLC 0.28% Add +1.1% 1,421,189 $157.6M
ProShare Advisors LLC 0.31% Reduce -15.7% 1,405,977 $155.9M
Bank of New York Mellon Corp 0.03% Add +3.1% 1,368,855 $151.8M
Handelsbanken Fonder AB 0.50% Reduce -4.1% 1,260,034 $139.7M
Kayne Anderson Rudnick Investment Management LLC 0.33% Reduce -23.8% 1,234,443 $136.9M
Freestone Grove Partners LP 0.96% New 1,144,514 $126.9M
Raymond James Financial Inc. 0.04% Reduce -2.9% 1,135,901 $125.9M
Natixis Advisors, LLC 0.20% Add +18.0% 1,130,631 $125.4M
Legal & General Group Plc 0.03% Reduce -0.4% 1,117,213 $123.9M
Woodline Partners LP 0.63% New 1,079,076 $119.6M
Gobi Capital LLC 5.80% Reduce -0.9% 1,056,704 $117.2M
Soros Fund Management 2.96% New 1,000,000 $110.9M
Jain Global LLC 1.81% New 997,801 $110.6M
Assenagon Asset Management S.A. 0.17% Add +51.5% 952,423 $105.6M
Two Sigma Investments, LP 0.20% New 945,650 $104.8M
California Public Employees Retirement System 0.07% Reduce -13.7% 924,422 $102.5M
Millennium Management 0.09% Add +42.2% 924,182 $102.5M
UBS Group AG 0.02% Reduce -28.3% 892,199 $98.9M
Swiss National Bank 0.06% Add +29.5% 887,700 $98.4M
Macquarie Group Ltd. 0.12% Add +12.6% 860,755 $95.4M
Congress Asset Management Co. 0.64% Reduce -24.3% 840,488 $93.2M
Tandem Investment Advisors, Inc. 3.17% Add +6.7% 816,177 $90.5M
Amundi 0.03% Add +164.5% 832,677 $89.8M
Renaissance Technologies 0.12% Add +364.2% 803,112 $89.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +30.6% 760,893 $84.4M
Seven Grand Managers, LLC 9.97% New 750,000 $83.2M
Burkehill Global Management, LP 6.14% New 750,000 $83.2M
Clarkston Capital Partners, LLC 1.76% Reduce -21.5% 745,985 $82.7M
Envestnet Asset Management Inc. 0.02% Reduce -7.5% 741,295 $82.2M
JPMorgan Chase & Co. 0.01% Reduce -10.6% 714,668 $79.2M
T. Rowe Price Associates Inc. 0.01% Add +4.5% 706,967 $78.4M
Nuveen, LLC 0.02% Add +20.4% 705,582 $78.2M
Prana Capital Management, LP 2.81% New 700,592 $77.7M
Adage Capital Partners Gp, L.L.C. 0.13% New 676,700 $75.0M
First Trust Advisors LP 0.06% Reduce -1.8% 644,202 $71.4M
Sei Investments Co. 0.08% Add +4.7% 631,809 $70.0M
Brown Brothers Harriman & Co. 0.45% Reduce -1.6% 630,158 $69.9M
Holocene Advisors, LP 0.17% New 606,427 $67.2M
Rathbones Group PLC 0.28% Add +45.0% 589,460 $65.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +24.6% 586,834 $65.1M
D. E. Shaw & Co. 0.07% Add +439.2% 583,720 $64.7M
Snyder Capital Management L P 1.35% Add +3.9% 572,783 $63.5M
BNP Paribas Financial Markets 0.05% Add +77.3% 561,041 $62.2M
HSBC Holdings PLC 0.04% Add +13.0% 553,932 $61.3M
Polar Capital Holdings Plc 0.32% Add +27.1% 540,000 $59.9M
Squarepoint Ops LLC 0.13% Add +572.9% 539,363 $59.8M
Rhumbline Advisers 0.05% Add +3.3% 530,691 $58.8M
Schwartz Investment Counsel Inc. 1.90% No change 519,150 $57.6M
Bank of Montreal 0.03% Reduce -3.1% 515,601 $57.2M
Nordea Investment Management AB 0.05% Reduce -19.5% 514,958 $56.4M
Dundas Partners LLP 3.88% No change 503,111 $55.8M
Captrust Financial Advisors 0.12% Reduce -23.3% 498,559 $55.3M
Verition Fund Management LLC 0.32% Add +794.3% 487,054 $54.0M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -8.4% 486,470 $53.9M
Vest Financial, LLC 0.72% Reduce -13.5% 461,439 $51.2M
Gillson Capital LP 3.87% New 456,930 $50.7M
Robeco Institutional Asset Management B.V. 0.08% Add +91.9% 451,153 $50.0M
TimesSquare Capital Management, LLC 0.72% Add +25.2% 449,542 $49.8M
Abn Amro Investment Solutions 0.99% Reduce -5.5% 447,209 $49.6M
EULAV Asset Management 1.16% No change 444,900 $49.3M
Citigroup Inc. 0.03% Add +46.1% 408,784 $45.3M
Nomura Asset Management Co. Ltd. 0.12% Reduce -5.8% 402,636 $44.6M
Cookson Peirce & Co. Inc. 1.91% Reduce -2.1% 391,711 $43.4M
Stifel Financial Corp. 0.04% Add +8.7% 388,660 $43.1M
Storebrand Asset Management As 0.12% Reduce -49.4% 373,205 $41.4M
California State Teachers Retirement System 0.05% Add +8.6% 373,135 $41.4M

"% 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 930 holders