BROWN & BROWN INC (BRO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
760
Reporting holders
$17.9B
Reported value
83.4%
Of shares outstanding
0.3%
Held as options
-3
Holder change
Institutions report 279,025,922 shares against 334,610,357 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 22,113,344 | 0.02% | 8q | +0.9%+$12.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 18,941,212 | 0.03% | 2q | HELD |
| FMR LLC | $1.2B | 18,405,749 | 0.05% | 31q | +14.7%+$151.1M |
| PRINCIPAL FINANCIAL GROUP INC | $1.0B | 15,721,830 | 0.50% | 31q | +0.7%+$7.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $938.6M | 14,631,444 | 0.04% | 2q | HELD |
| STATE STREET CORP | $931.1M | 14,514,119 | 0.03% | 31q | +5.4%+$47.3M |
| Capital World Investors | $928.0M | 14,465,915 | 0.11% | 13q | -12.3%-$130.1M |
| First Eagle Investment Management, LLC | $752.3M | 11,727,514 | 1.26% | 2q | +32.9%+$186.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $526.0M | 8,230,737 | 0.03% | 31q | +1.1%+$5.9M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $430.4M | 6,709,042 | 3.29% | 4q | +14.3%+$53.7M |
| Orbis Allan Gray Ltd | $344.6M | 5,371,080 | 1.18% | new | NEW |
| Select Equity Group, L.P. | $313.9M | 4,892,500 | 1.55% | 31q | -39.0%-$200.8M |
| NORGES BANK | $282.0M | 4,396,401 | 0.03% | 32q | -32.2%-$134.0M |
| DEUTSCHE BANK AG\ | $266.9M | 4,161,199 | 0.08% | 34q | -1.0%-$2.6M |
| Invesco Ltd. | $262.9M | 4,098,277 | 0.02% | 31q | +17.7%+$39.6M |
| Capital Research Global Investors | $251.0M | 3,913,022 | 0.04% | 2q | +0.5%+$1.4M |
| MORGAN STANLEY | $248.2M | 3,869,724 | 0.01% | 35q | +19.3%+$40.1M |
| GOLDMAN SACHS GROUP INC | $233.3M | 3,637,032 | 0.02% | 31q | +59.5%+$87.0M |
| BANK OF AMERICA CORP /DE/ | $228.1M | 3,554,971 | 0.01% | 31q | -1.9%-$4.4M |
| ROYAL BANK OF CANADA | $222.7M | 3,471,860 | 0.03% | 31q | -2.7%-$6.3M |
| JPMORGAN CHASE & CO | $198.1M | 3,097,240 | 0.01% | 31q | -1.3%-$2.5M |
| WELLS FARGO & COMPANY/MN | $169.5M | 2,641,788 | 0.03% | 31q | -55.9%-$215.2M |
| NORTHERN TRUST CORP | $158.4M | 2,469,722 | 0.02% | 31q | +0.9%+$1.3M |
| ProShare Advisors LLC | $154.4M | 2,406,478 | 0.22% | 31q | +10.0%+$14.0M |
| Fenimore Asset Management Inc | $143.9M | 2,243,843 | 2.98% | 31q | +0.9%+$1.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $139.2M | 2,169,415 | 0.04% | 2q | +41.1%+$40.6M |
| Madison Asset Management, LLC | $138.6M | 2,161,022 | 1.65% | 27q | -6.4%-$9.4M |
| TWO SIGMA INVESTMENTS, LP | $128.2M | 1,993,822 | 0.09% | 2q | +71.1%+$53.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $121.8M | 1,898,071 | 0.02% | 31q | +3.9%+$4.5M |
| Sixth Street Partners Management Company, L.P. | $121.8M | 1,898,071 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $115.3M | 1,795,003 | 0.05% | 10q | +5.1%+$5.6M |
| Gobi Capital LLC | $114.2M | 1,780,046 | 5.36% | 8q | +9.8%+$10.2M |
| Polar Capital Holdings Plc | $110.7M | 1,725,000 | 0.26% | 10q | +19.8%+$18.3M |
| UBS Group AG | $108.5M | 1,691,851 | 0.01% | 31q | -8.8%-$10.5M |
| DIMENSIONAL FUND ADVISORS LP | $106.5M | 1,660,686 | 0.02% | 31q | -2.9%-$3.2M |
| VANGUARD FIDUCIARY TRUST CO | $104.9M | 1,634,644 | 0.02% | 2q | -0.7%-$788.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $95.4M | 1,487,718 | 0.02% | 31q | -1.7%-$1.6M |
| Bank of New York Mellon Corp | $88.6M | 1,380,970 | 0.01% | 31q | -0.7%-$647.9K |
| Gotham Asset Management, LLC | $78.2M | 1,218,762 | 0.18% | 20q | +139.0%+$45.5M |
| Legal & General Group Plc | $69.1M | 1,077,023 | 0.01% | 31q | -3.1%-$2.2M |
| AQR CAPITAL MANAGEMENT LLC | $61.1M | 963,777 | 0.02% | 31q | +1346.6%+$56.9M |
| STOREBRAND ASSET MANAGEMENT AS | $60.1M | 936,445 | 0.15% | 3q | -1.0%-$593.7K |
| RENAISSANCE TECHNOLOGIES LLC | $58.0M | 904,200 | 0.08% | 9q | -42.6%-$43.0M |
| Quantum Capital Management, LLC / NJ | $57.9M | 903,253 | 7.27% | 10q | +40.8%+$16.8M |
| Tandem Investment Advisors, Inc. | $57.1M | 889,649 | 3.82% | 31q | -24.9%-$19.0M |
| CITIGROUP INC | $55.3M | 861,844 | 0.02% | 31q | +16.4%+$7.8M |
| BARR E S & CO | $52.5M | 817,719 | 2.94% | 5q | HELD |
| Swiss National Bank | $52.2M | 814,000 | 0.03% | 31q | -4.4%-$2.4M |
| Capital International Investors | $51.5M | 802,328 | 0.01% | 3q | -69.3%-$116.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $50.6M | 788,856 | 0.02% | 8q | +7930.7%+$50.0M |
| CITADEL ADVISORS LLC | $50.5M | 675,291 | 0.01% | 31q | -31.6%-$23.3M |
| BARCLAYS PLC | $49.5M | 770,928 | 0.01% | 31q | -79.0%-$186.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $48.8M | 760,695 | 0.03% | 27q | +7.0%+$3.2M |
| FIRST TRUST ADVISORS LP | $48.6M | 756,859 | 0.03% | 31q | +6803.1%+$47.8M |
| Giverny Capital Inc. | $48.3M | 753,288 | 1.62% | 7q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $46.8M | 728,866 | 0.03% | 27q | +2.5%+$1.2M |
| Vest Financial, LLC | $45.2M | 704,257 | 0.47% | 18q | +6.2%+$2.6M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $43.4M | 676,282 | 0.08% | 32q | -3.2%-$1.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $42.5M | 677,450 | 0.03% | 27q | -5.6%-$2.5M |
| SCHWARTZ INVESTMENT COUNSEL INC | $42.3M | 658,650 | 1.40% | 21q | +18.6%+$6.6M |
| HSBC HOLDINGS PLC | $41.7M | 652,326 | 0.02% | 31q | +13.2%+$4.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.5M | 647,583 | 0.06% | 3q | -8.3%-$3.8M |
| Amundi | $41.5M | 646,239 | 0.01% | 21q | +9.1%+$3.5M |
| NOMURA ASSET MANAGEMENT CO LTD | $41.3M | 643,619 | 0.09% | 31q | +10.2%+$3.8M |
| Vanguard Global Advisers, LLC | $40.9M | 636,823 | 0.02% | 2q | -0.5%-$215.7K |
| Dundas Partners LLP | $39.1M | 610,267 | 2.83% | 19q | -7.5%-$3.2M |
| Nuveen, LLC | $37.4M | 583,205 | 0.01% | 6q | -4.0%-$1.6M |
| Assenagon Asset Management S.A. | $37.1M | 578,026 | 0.02% | 18q | +13277.1%+$36.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.8M | 574,214 | 0.02% | 2q | +13.4%+$4.3M |
| RHUMBLINE ADVISERS | $36.7M | 571,991 | 0.03% | 31q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $36.5M | 568,656 | 0.08% | 11q | +330.4%+$28.0M |
| SNYDER CAPITAL MANAGEMENT L P | $34.1M | 531,747 | 0.59% | 22q | -2.9%-$1.0M |
| RAYMOND JAMES FINANCIAL INC | $33.3M | 519,257 | 0.01% | 7q | -39.3%-$21.6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $32.3M | 503,318 | 0.14% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $31.1M | 484,058 | 0.14% | 31q | -27.1%-$11.5M |
| BNP PARIBAS FINANCIAL MARKETS | $30.9M | 481,268 | 0.01% | 31q | -3.4%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $29.8M | 464,414 | 0.01% | 31q | -11.0%-$3.7M |
| EULAV Asset Management | $28.5M | 444,900 | 0.91% | 8q | HELD |
| ABSHER WEALTH MANAGEMENT, LLC | $26.8M | 418,399 | 3.06% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $26.7M | 416,244 | 0.04% | 31q | -6.0%-$1.7M |
| Clarkston Capital Partners, LLC | $25.4M | 395,886 | 2.14% | 31q | -4.6%-$1.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | $24.8M | 386,186 | 0.08% | 31q | +28.6%+$5.5M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.8M | 386,030 | 0.39% | 31q | -4.6%-$1.2M |
| PhiloSmith Capital Corp | $24.1M | 376,250 | 6.56% | 20q | +8.3%+$1.8M |
| STIFEL FINANCIAL CORP | $24.0M | 374,725 | 0.02% | 31q | +4.9%+$1.1M |
| California Public Employees Retirement System | $23.4M | 364,827 | 0.01% | 31q | -28.9%-$9.5M |
| TimesSquare Capital Management, LLC | $22.3M | 347,624 | 0.33% | 15q | -13.5%-$3.5M |
| Cresset Asset Management, LLC | $22.2M | 346,609 | 0.08% | 19q | +2.7%+$585.2K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22.2M | 345,739 | 0.06% | 31q | +26.3%+$4.6M |
| ALLIANCEBERNSTEIN L.P. | $22.0M | 336,895 | 0.01% | 31q | +13.6%+$2.6M |
| Creative Planning | $21.0M | 327,626 | 0.01% | 28q | +84.8%+$9.6M |
| Local Pensions Partnership Investment Ltd | $20.9M | 326,000 | 0.44% | 7q | -19.7%-$5.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.6M | 19,467 | 0.00% | 30q | -97.8%-$903.4M |
| Woodline Partners LP | $20.5M | 319,138 | 0.06% | 2q | +5496.9%+$20.1M |
| Artisan Partners Limited Partnership | $19.6M | 305,217 | 0.03% | 2q | -39.8%-$12.9M |
| Champlain Investment Partners, LLC | $19.0M | 295,680 | 0.49% | 3q | -69.5%-$43.1M |
| Mitsubishi UFJ Trust & Banking Corp | $18.8M | 292,906 | 0.04% | 28q | -33.1%-$9.3M |
| State of Tennessee, Department of Treasury | $18.5M | 288,259 | 0.05% | 31q | +42.3%+$5.5M |
| APG Asset Management N.V. | $17.6M | 313,231 | 0.04% | 31q | +17.6%+$2.6M |
| BANK OF MONTREAL /CAN/ | $17.0M | 264,943 | 0.01% | 31q | -34.4%-$8.9M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 760 | $17.9B | 279,025,922 | 113 | 284 | 243 | 0.3% |
| Q1 2026 | 763 | $18.1B | 277,333,062 | 84 | 280 | 262 | 0.2% |
| Q4 2025 | 831 | $21.4B | 268,929,169 | 84 | 259 | 309 | 0.1% |
| Q3 2025 | 834 | $24.1B | 256,426,544 | 91 | 346 | 255 | 0.1% |
| Q2 2025 | 860 | $29.1B | 261,984,819 | 114 | 327 | 264 | 0.3% |
| Q1 2025 | 835 | $26.3B | 210,979,198 | 113 | 271 | 267 | 0.1% |
| Q4 2024 | 803 | $21.0B | 205,832,060 | 69 | 279 | 227 | 0.1% |
| Q3 2024 | 746 | $20.8B | 201,079,620 | 103 | 249 | 223 | 0.1% |
| Q2 2024 | 681 | $17.9B | 200,653,353 | 83 | 243 | 190 | 0.1% |
| Q1 2024 | 630 | $18.8B | 215,193,377 | 84 | 213 | 179 | 0.1% |
| Q4 2023 | 591 | $14.6B | 205,478,539 | 70 | 192 | 173 | 0.1% |
| Q3 2023 | 536 | $13.7B | 195,567,339 | 50 | 170 | 171 | 0.1% |
| Q2 2023 | 515 | $13.5B | 196,464,762 | 62 | 170 | 155 | 0.1% |
| Q1 2023 | 478 | $10.9B | 190,114,223 | 43 | 189 | 133 | 0.0% |
| Q4 2022 | 443 | $9.7B | 169,848,566 | 45 | 170 | 136 | 0.0% |
| Q3 2022 | 564 | $12.1B | 200,129,065 | 40 | 192 | 206 | 0.0% |
| Q2 2022 | 573 | $11.8B | 202,058,382 | 77 | 212 | 166 | 0.1% |
| Q1 2022 | 579 | $14.8B | 205,375,065 | 81 | 196 | 185 | 0.2% |
| Q4 2021 | 549 | $14.5B | 206,950,475 | 62 | 179 | 170 | 0.1% |
| Q3 2021 | 515 | $11.3B | 204,945,807 | 80 | 155 | 152 | 0.1% |
| Q2 2021 | 470 | $10.7B | 202,085,227 | 55 | 131 | 158 | 0.0% |
| Q1 2021 | 457 | $9.1B | 199,956,952 | 45 | 155 | 143 | 0.0% |
| Q4 2020 | 460 | $9.5B | 201,393,220 | 51 | 146 | 140 | 0.0% |
| Q3 2020 | 435 | $9.0B | 199,140,498 | 53 | 122 | 147 | 0.0% |
| Q2 2020 | 418 | $8.3B | 204,275,091 | 61 | 138 | 137 | 0.1% |
| Q1 2020 | 398 | $7.6B | 210,939,405 | 71 | 114 | 138 | 0.1% |
| Q4 2019 | 375 | $8.2B | 207,401,983 | 52 | 118 | 107 | 0.0% |
| Q3 2019 | 377 | $7.2B | 200,002,879 | 69 | 109 | 113 | 0.0% |
| Q2 2019 | 332 | $6.7B | 199,603,745 | 47 | 112 | 94 | 0.0% |
| Q1 2019 | 320 | $6.0B | 202,381,473 | 35 | 94 | 105 | 0.1% |
| Q4 2018 | 317 | $5.7B | 209,187,544 | 9 | 12 | 2 | 0.0% |