Security Snapshot

BROWN & BROWN, INC. - COMMON STOCK (BRO) Institutional Ownership

CUSIP: 115236101

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

412

Shares (Excl. Options)

93,710,073

Price

$64.15

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+2,669,436
Value change
+$170,390,199
Number of holders
412
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
338,626,844
SEC-reported price per share
$69.21
Insider filing price
$69.21
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BRO - BROWN & BROWN, INC. - COMMON STOCK is tracked under CUSIP 115236101.
  • 412 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 810 to 412 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $18,158,736,169 to $6,012,716,453.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 412 institutions filings for Q2 2026.

Open SEC evidence

Security key

115236101

Latest holder period

Q2 2026

13F holders

412

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
BRO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD CAPITAL MANAGEMENT LLC 6.4% $1,422,946,171 21,820,981 Vanguard Capital Management 31 Mar 2026
FMR LLC 5.4% $1,265,563,651 18,285,850 FMR LLC 30 Jun 2026
Capital World Investors 4.9% -8% $1,114,758,623 -$66,038,213 16,524,735 -5.6% Capital World Investors 31 Mar 2026

As of 30 Jun 2026, 412 institutional investors reported holding 93,710,073 shares of BROWN & BROWN, INC. - COMMON STOCK (BRO). This represents 28% of the company’s total 338,626,844 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
25%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.5% 22,113,344 +0.9% 0.02% $1,418,571,034
PRINCIPAL FINANCIAL GROUP INC 4.6% 15,721,830 +0.72% 0.5% $1,008,557,108
STATE STREET CORP 4.3% 14,514,119 +5.4% 0.03% $931,080,734
First Eagle Investment Management, LLC 3.5% 11,727,514 +33% 1.3% $752,320,040
DEUTSCHE BANK AG\ 1.2% 4,161,199 -0.97% 0.08% $266,940,916
Fenimore Asset Management Inc 0.66% 2,243,843 +0.93% 3% $143,942,543
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.64% 2,169,415 +41% 0.05% $139,167,973
Bank of New York Mellon Corp 0.41% 1,380,970 -0.73% 0.01% $88,589,248
Tandem Investment Advisors, Inc. 0.26% 889,649 -25% 3.8% $57,070,983
CITIGROUP INC 0.25% 861,844 +16% 0.03% $55,287,293
Mitsubishi UFJ Asset Management Co., Ltd. 0.22% 760,695 +7% 0.03% $48,798,584
Sumitomo Mitsui Trust Group, Inc. 0.22% 728,866 +2.5% 0.03% $46,756,754
Vest Financial, LLC 0.21% 704,257 +6.2% 0.47% $45,178,086
NORDEA INVESTMENT MANAGEMENT AB 0.2% 677,450 -5.6% 0.03% $42,503,213
SG Americas Securities, LLC 0.2% 673,809 +103% 0.02% $43,225,000
SCHWARTZ INVESTMENT COUNSEL INC 0.19% 658,650 +19% 1.4% $42,252,398
ENVESTNET ASSET MANAGEMENT INC 0.14% 464,414 -11% 0.01% $29,792,161
EULAV Asset Management 0.13% 444,900 0% 0.91% $28,540,335
KEYBANK NATIONAL ASSOCIATION/OH 0.11% 386,186 +29% 0.08% $24,773,878
CONFLUENCE INVESTMENT MANAGEMENT LLC 0.11% 386,030 -4.6% 0.39% $24,763,792
PhiloSmith Capital Corp 0.11% 376,250 +8.3% 6.6% $24,136,438
TimesSquare Capital Management, LLC 0.1% 347,624 -14% 0.33% $22,300,080
Local Pensions Partnership Investment Ltd 0.1% 326,000 -20% 0.44% $20,904,750
Mitsubishi UFJ Trust & Banking Corp 0.09% 292,906 -33% 0.04% $18,789,920
Assenagon Asset Management S.A. 0.09% 289,013 +6589% 0.02% $18,540,184

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 93,710,073 $6,012,716,453 +$170,390,199 $64.15 412
2026 Q1 278,551,342 $18,158,736,169 +$318,870,618 $65.21 810
2025 Q4 272,547,254 $21,711,666,421 +$664,749,967 $79.70 882
2025 Q3 261,403,846 $24,505,411,783 -$595,604,408 $93.79 885
2025 Q2 265,902,085 $29,459,194,839 +$5,572,779,458 $110.87 917
2025 Q1 215,470,403 $26,775,988,919 +$713,357,420 $124.40 895
2024 Q4 212,788,259 $21,702,281,262 +$239,280,689 $102.02 864
2024 Q3 207,525,367 $21,477,327,595 -$20,017,570 $103.60 809
2024 Q2 206,628,843 $18,459,589,954 +$251,909,774 $89.41 747
2024 Q1 203,823,025 $17,816,790,674 +$45,081,378 $87.54 708
2023 Q4 203,609,794 $14,458,513,109 +$121,004,108 $71.11 675
2023 Q3 201,825,222 $14,096,178,773 -$68,050,070 $69.84 624
2023 Q2 202,402,229 $13,905,621,384 +$29,656,948 $68.84 597
2023 Q1 202,426,628 $11,609,370,071 +$73,939,356 $57.42 561
2022 Q4 200,122,887 $11,402,533,435 +$452,054,145 $56.97 565
2022 Q3 200,299,412 $12,120,177,123 -$129,071,991 $60.48 553
2022 Q2 201,890,849 $11,770,994,516 +$68,476,575 $58.34 557
2022 Q1 204,638,584 $14,751,036,733 -$89,061,503 $72.27 564
2021 Q4 206,011,998 $14,432,647,197 -$373,189,080 $70.28 540
2021 Q3 204,884,644 $11,331,457,726 +$184,479,068 $55.45 506
2021 Q2 201,462,477 $10,677,347,370 +$111,081,612 $53.14 462
2021 Q1 199,622,362 $9,101,910,647 +$9,919,605 $45.71 448
2020 Q4 199,634,571 $9,433,033,479 +$25,997,797 $47.41 453
2020 Q3 199,388,900 $8,999,299,869 -$226,026,894 $45.27 428
2020 Q2 204,071,409 $8,299,607,029 -$15,138,692 $40.76 409
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