Brown & BrownBRO

13F holders, Q1 2026 (March 31)
816holders −74
83new positions
158sold out
10famous investors
$65.20avg. 13F price*

At the end of Q1 2026, 816 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, down 74 from Q4 2025. 83 opened new positions and 158 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Capital Management LLC ($1.2B) and Capital World Investors ($1.1B). 10 famous investors held it, including Francois Rochon (1.8% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions83$1.1B
Exits158$257.6M

All 13F filers, Q4 2025 → Q1 2026: 40,304,935 shares bought and 26,619,896 shares sold, net +13,685,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 816 holders

BlackRock, Inc. 0.03% Add +0.7% 21,916,747 $1.4B
Vanguard Capital Management LLC 0.03% — 18,921,240 $1.2B
Capital World Investors 0.15% Reduce -7.8% 16,493,922 $1.1B
FMR LLC 0.06% Add +52.3% 16,050,696 $1.0B
Principal Financial Group Inc. 0.54% Add +1.6% 15,608,720 $1.0B
Vanguard Portfolio Management LLC 0.05% — 14,586,476 $951.2M
State Street Corp. 0.03% Add +2.8% 13,776,462 $898.4M
First Eagle Investment Management, LLC 0.98% New 8,823,162 $575.4M
Geode Capital Management, LLC 0.03% Add +2.3% 8,138,153 $528.8M
Select Equity Group, L.P. 2.79% Reduce -15.0% 8,022,123 $523.1M
Van Lanschot Kempen Investment Management N.V. 3.36% Add +29.4% 5,871,215 $382.9M
Deutsche Bank AG 0.09% Add +6.9% 4,202,034 $274.0M
Capital Research Global Investors 0.04% New 3,891,662 $253.8M
Barclays PLC 0.09% Add +8.3% 3,679,770 $240.0M
Bank of America Corp. 0.02% Add +45.2% 3,623,179 $236.3M
Royal Bank of Canada 0.04% Add +5.1% 3,569,784 $232.8M
Invesco Ltd. 0.02% Add +21.8% 3,481,309 $227.0M
Morgan Stanley 0.01% Reduce -29.8% 3,244,972 $211.6M
JPMorgan Chase & Co. 0.01% Add +29.5% 3,137,024 $204.7M
Wells Fargo & Company 0.04% Reduce -0.3% 2,998,461 $195.5M
Capital International Investors 0.04% Reduce -44.0% 2,610,500 $170.2M
Allspring Global Investments Holdings, LLC 0.27% Reduce -9.2% 2,544,886 $163.9M
Northern Trust Corp. 0.02% Reduce -0.3% 2,448,762 $159.7M
Madison Asset Management, LLC 1.87% Add +16.1% 2,307,622 $150.5M
Goldman Sachs Group Inc. 0.02% Add +4.4% 2,280,602 $148.7M
Fenimore Asset Management Inc 3.23% Add +1.8% 2,223,136 $145.0M
ProShare Advisors LLC 0.21% Add +18.3% 2,187,864 $142.7M
UBS Group AG 0.02% Reduce -5.9% 1,855,365 $121.0M
Charles Schwab Investment Management Inc. 0.02% Add +4.2% 1,827,462 $119.2M
Natixis Advisors, LLC 0.16% Add +30.3% 1,769,749 $115.4M
Dimensional Fund Advisors LP 0.02% Reduce -0.7% 1,710,837 $111.6M
Jones Financial Companies LLLP 0.05% Add +2190.3% 1,708,136 $108.3M
Vanguard Fiduciary Trust Co. 0.03% — 1,646,933 $107.4M
Gobi Capital LLC 6.18% Add +13.5% 1,621,046 $105.7M
Renaissance Technologies 0.16% Add +46.5% 1,573,902 $102.6M
Massachusetts Financial Services Co. 0.03% New 1,537,185 $100.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.5% 1,513,122 $98.7M
Polar Capital Holdings Plc 0.41% Add +55.7% 1,440,000 $93.9M
Bank of New York Mellon Corp 0.02% Add +0.1% 1,391,069 $90.7M
Tandem Investment Advisors, Inc. 3.79% Reduce -8.3% 1,185,144 $77.3M
Two Sigma Investments, LP 0.07% New 1,165,284 $76.0M
Rathbones Group PLC 0.30% Add +17.7% 1,154,219 $75.3M
Legal & General Group Plc 0.02% Reduce -0.0% 1,111,830 $72.5M
Verition Fund Management LLC 0.73% Add +17.1% 1,087,074 $70.9M
Kayne Anderson Rudnick Investment Management LLC 0.20% Reduce -7.1% 1,029,338 $67.1M
Citadel Advisors 0.05% Add +775.1% 986,733 $64.3M
Champlain Investment Partners, LLC 0.80% Reduce -11.9% 968,274 $63.1M
Storebrand Asset Management As 0.18% Add +37.2% 945,700 $61.7M
Susquehanna International Group, LLP 0.07% Add +1909.0% 873,340 $57.0M
Raymond James Financial Inc. 0.02% Reduce -15.1% 855,778 $55.8M
Swiss National Bank 0.03% Add +7.3% 851,700 $55.5M
Barr E S & Co. 3.11% Add +126.1% 819,847 $53.5M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -30.9% 768,395 $50.1M
Giverny Capital 1.80% Reduce -2.2% 755,269 $49.3M
Citigroup Inc. 0.03% Add +79.3% 740,531 $48.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -14.7% 710,890 $46.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.8% 710,734 $46.3M
Nordea Investment Management AB 0.04% Reduce -3.8% 717,365 $46.3M
Nomura Asset Management International Inc. 0.08% Reduce -9.2% 706,249 $46.1M
Royal London Asset Management Ltd. 0.10% Add +1.0% 698,522 $45.6M
Brown Brothers Harriman & Co. 0.23% Reduce -1.3% 663,762 $43.3M
Vest Financial, LLC 0.52% Add +19.9% 663,305 $43.3M
Dundas Partners LLP 3.43% Reduce -1.0% 659,990 $43.0M
Quantum Capital Management, LLC / NJ 5.35% Reduce -1.3% 641,613 $41.8M
Vanguard Global Advisers, LLC 0.02% — 640,186 $41.7M
Nuveen, LLC 0.01% Add +1.2% 607,781 $39.6M
Amundi 0.01% Add +4.2% 592,073 $38.6M
Nomura Asset Management Co. Ltd. 0.10% Add +16.0% 583,979 $38.1M
HSBC Holdings PLC 0.02% Reduce -5.7% 576,256 $37.6M
PFA Pension, Forsikringsaktieselskab 0.11% Reduce -0.1% 575,878 $37.6M
Rhumbline Advisers 0.03% Add +0.9% 573,973 $37.4M
T. Rowe Price Associates Inc. 0.00% Add +8.5% 572,724 $37.3M
Schwartz Investment Counsel Inc. 1.29% No change 555,400 $36.2M
Snyder Capital Management L P 0.69% Reduce -1.4% 547,703 $35.7M
Envestnet Asset Management Inc. 0.01% Reduce -16.6% 521,540 $34.0M
California Public Employees Retirement System 0.02% Reduce -15.3% 513,153 $33.5M
Gotham Asset Management 0.10% Add +69.7% 510,021 $33.3M
Artisan Partners Limited Partnership 0.05% New 506,724 $33.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 506,473 $33.0M
National Pension Service 0.02% Reduce -0.2% 502,594 $32.8M
BNP Paribas Financial Markets 0.02% Reduce -18.3% 498,045 $32.5M
Korea Investment CORP 0.06% Add +208.6% 463,838 $30.2M
EULAV Asset Management 0.93% No change 444,900 $29.0M
Captrust Financial Advisors 0.05% Reduce -8.7% 442,729 $28.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +3.7% 438,147 $28.6M
Clarkston Capital Partners, LLC 2.06% Reduce -25.1% 414,861 $27.1M
Local Pensions Partnership Investment Ltd 0.57% No change 406,000 $26.5M
Confluence Investment Management LLC 0.41% Reduce -2.1% 404,645 $26.4M
Bank of Montreal 0.01% Reduce -13.6% 404,029 $26.3M
TimesSquare Capital Management, LLC 0.44% Reduce -1.9% 401,946 $26.2M
Osterweis Capital Management Inc. 1.60% Reduce -6.7% 397,311 $25.9M
Cortland Associates Inc. 3.67% Add +35.6% 392,479 $25.6M
Sei Investments Co. 0.02% Reduce -34.0% 376,761 $24.6M
Alliancebernstein L.P. 0.01% Reduce -4.0% 296,581 $23.6M
Stifel Financial Corp. 0.02% Add +20.3% 357,354 $23.3M
PhiloSmith Capital Corp 6.46% Add +9.4% 347,450 $22.7M
CIBC Asset Management Inc 0.06% Reduce -19.6% 347,844 $22.6M
Cresset Asset Management, LLC 0.10% Add +9.4% 337,486 $22.0M
California State Teachers Retirement System 0.02% Reduce -3.4% 336,695 $22.0M
SG Americas Securities, LLC 0.02% Add +50.3% 332,213 $21.7M

"% 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 816 holders