Brown & BrownBRO

13F holders, Q3 2025 (September 30)
896holders −34
93new positions
119sold out
8famous investors
$93.70avg. 13F price*

At the end of Q3 2025, 896 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, down 34 from Q2 2025. 93 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.0B) and Capital World Investors ($1.6B). 8 famous investors held it, including Francois Rochon (1.0% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions93$395.4M
Exits119$730.1M

All 13F filers, Q2 2025 → Q3 2025: 35,570,231 shares bought and 36,356,967 shares sold, net −786,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 896 holders

Vanguard Group Inc. 0.05% Add +4.8% 37,330,892 $3.5B
BlackRock, Inc. 0.03% Add +2.2% 20,973,989 $2.0B
Capital World Investors 0.22% Add +81.1% 17,479,389 $1.6B
Principal Financial Group Inc. 0.73% Add +13.4% 15,416,190 $1.4B
State Street Corp. 0.04% Add +5.3% 13,120,826 $1.2B
FMR LLC 0.06% Add +41.6% 11,953,261 $1.1B
Geode Capital Management, LLC 0.05% Add +6.3% 7,834,732 $731.9M
Parnassus Investments, LLC 1.48% Reduce -2.6% 6,834,855 $641.0M
Select Equity Group, L.P. 2.44% Add +5.8% 6,076,399 $569.9M
Royal Bank of Canada 0.08% Add +53.0% 4,887,675 $458.4M
Morgan Stanley 0.03% Reduce -17.9% 4,694,589 $440.3M
Wells Fargo & Company 0.06% Add +1.9% 3,204,876 $300.6M
Allspring Global Investments Holdings, LLC 0.41% Reduce -19.5% 2,745,053 $254.6M
Northern Trust Corp. 0.03% Add +3.3% 2,602,360 $244.1M
Bank of America Corp. 0.02% Reduce -4.7% 2,576,407 $241.6M
Deutsche Bank AG 0.08% Add +57.0% 2,567,527 $240.8M
Barclays PLC 0.09% Reduce -15.7% 2,515,061 $235.9M
Invesco Ltd. 0.04% Reduce -42.4% 2,402,009 $225.3M
Caisse de depot et placement du Quebec 0.40% Reduce -4.0% 2,339,505 $219.4M
Manufacturers Life Insurance Company, The 0.18% Reduce -1.6% 2,307,276 $216.4M
Fenimore Asset Management Inc 4.05% Add +0.8% 2,156,455 $202.3M
Goldman Sachs Group Inc. 0.03% Reduce -0.1% 2,129,104 $199.7M
Madison Asset Management, LLC 2.08% Reduce -1.6% 2,008,760 $188.4M
Van Lanschot Kempen Investment Management N.V. 1.63% New 1,949,536 $182.8M
JPMorgan Chase & Co. 0.01% Add +170.3% 1,931,839 $181.2M
Healthcare of Ontario Pension Plan Trust Fund 0.32% Add +4.2% 1,808,874 $169.7M
Charles Schwab Investment Management Inc. 0.03% Add +5.3% 1,706,954 $160.1M
ProShare Advisors LLC 0.33% Add +20.9% 1,699,669 $159.4M
Chilton Investment Co. Inc. 3.12% Add +8.7% 1,630,609 $152.9M
Boston Partners 0.15% Add +2.8% 1,587,950 $148.9M
Dimensional Fund Advisors LP 0.03% Add +1.2% 1,570,515 $147.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -20.2% 1,529,769 $143.5M
UBS Group AG 0.03% Add +67.7% 1,496,107 $140.3M
Bank of New York Mellon Corp 0.02% Add +3.8% 1,420,814 $133.3M
Tandem Investment Advisors, Inc. 4.44% Add +69.7% 1,385,214 $129.9M
Royal London Asset Management Ltd. 0.26% Reduce -10.8% 1,288,850 $120.9M
AQR Capital Management 0.07% Add +1679.0% 1,204,318 $113.0M
Kayne Anderson Rudnick Investment Management LLC 0.28% Reduce -2.5% 1,204,130 $112.9M
Legal & General Group Plc 0.02% Add +3.0% 1,150,971 $107.9M
Natixis Advisors, LLC 0.15% Reduce -0.3% 1,127,622 $105.8M
Gobi Capital LLC 4.99% Add +3.7% 1,096,203 $102.8M
Raymond James Financial Inc. 0.03% Reduce -4.3% 1,087,409 $102.0M
TrinityBridge Ltd 2.27% Add +737.1% 1,086,688 $101.9M
Renaissance Technologies 0.12% Add +22.9% 987,000 $92.6M
Prana Capital Management, LP 2.95% Add +34.3% 940,841 $88.2M
Swiss National Bank 0.05% Reduce -3.6% 855,700 $80.3M
Jain Global LLC 1.10% Reduce -15.5% 843,015 $79.1M
Nordea Investment Management AB 0.07% Add +63.6% 842,364 $78.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +7.9% 820,890 $77.0M
Macquarie Group Ltd. 0.09% Reduce -5.4% 814,402 $76.4M
Rathbones Group PLC 0.30% Add +34.8% 794,703 $74.5M
Brown Brothers Harriman & Co. 0.45% Add +25.2% 788,715 $74.0M
Verition Fund Management LLC 0.43% Add +59.4% 776,267 $72.8M
Burkehill Global Management, LP 4.12% No change 750,000 $70.3M
Envestnet Asset Management Inc. 0.02% Reduce -3.8% 713,444 $66.9M
Clarkston Capital Partners, LLC 1.43% Reduce -4.8% 710,070 $66.6M
California Public Employees Retirement System 0.04% Reduce -24.3% 700,249 $65.7M
T. Rowe Price Associates Inc. 0.01% Reduce -4.1% 678,077 $63.6M
Polar Capital Holdings Plc 0.31% Add +25.0% 675,000 $63.3M
Congress Asset Management Co. 0.42% Reduce -20.3% 669,667 $62.8M
Nuveen, LLC 0.02% Reduce -6.8% 657,735 $61.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.4% 642,233 $60.2M
Dundas Partners LLP 4.20% Add +25.9% 633,541 $59.4M
Bank of Montreal 0.02% Add +16.1% 598,646 $56.1M
HSBC Holdings PLC 0.03% Add +6.3% 589,094 $55.2M
Rhumbline Advisers 0.04% Add +8.7% 576,772 $54.1M
Snyder Capital Management L P 1.00% Reduce -1.8% 562,671 $52.8M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +13.4% 551,609 $51.7M
Amundi 0.02% Reduce -35.0% 541,093 $51.1M
Vest Financial, LLC 0.65% Add +15.6% 533,491 $50.0M
Schwartz Investment Counsel Inc. 1.68% Add +2.5% 532,400 $49.9M
Captrust Financial Advisors 0.10% Add +2.3% 510,244 $47.9M
Gotham Asset Management 0.20% Add +100.0% 496,186 $46.5M
Sei Investments Co. 0.05% Reduce -21.7% 494,458 $46.4M
TimesSquare Capital Management, LLC 0.66% Add +8.9% 489,570 $45.9M
Nomura Asset Management Co. Ltd. 0.12% Add +17.0% 471,239 $44.2M
EULAV Asset Management 0.97% No change 444,900 $41.7M
Abn Amro Investment Solutions 0.83% Reduce -3.0% 433,697 $40.7M
Osterweis Capital Management Inc. 2.34% Add +28.3% 423,591 $39.7M
California State Teachers Retirement System 0.04% Add +7.4% 400,734 $37.6M
Local Pensions Partnership Investment Ltd 0.62% Add +48.5% 389,000 $36.5M
Storebrand Asset Management As 0.09% Add +1.1% 377,216 $35.4M
Seven Grand Managers, LLC 2.86% Reduce -50.0% 375,000 $35.2M
Bank of Nova Scotia 0.06% Add +315.0% 374,572 $35.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +876.9% 362,775 $33.8M
National Pension Service 0.03% Add +2.3% 352,231 $33.0M
FIL Ltd 0.03% Add +24.1% 344,811 $32.3M
Port Capital LLC 1.34% Add +0.4% 343,450 $32.2M
Corient Private Wealth LP 0.05% Reduce -0.5% 341,736 $32.1M
Pictet Asset Management Holding SA 0.03% Reduce -8.8% 325,827 $30.6M
Holocene Advisors, LP 0.07% Reduce -46.7% 323,374 $30.3M
Giverny Capital 1.02% Add +0.2% 322,246 $30.2M
BNP Paribas Financial Markets 0.02% Reduce -42.9% 320,187 $30.0M
Ferguson Wellman Capital Management, Inc. 0.48% Reduce -0.3% 318,755 $29.9M
Squarepoint Ops LLC 0.06% Reduce -41.3% 316,472 $29.7M
Cresset Asset Management, LLC 0.13% Add +0.3% 308,980 $29.0M
Stifel Financial Corp. 0.03% Reduce -20.6% 308,515 $28.9M
Barr E S & Co. 1.55% Add +15630.4% 304,698 $28.6M
Confluence Investment Management LLC 0.40% Reduce -0.5% 298,360 $28.0M
PhiloSmith Capital Corp 7.62% Add +7.3% 292,450 $27.4M

"% 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 896 holders