When did BRO join the S&P 500?

Brown & Brown joined the S&P 500 index on 2021-09-20.

What sector is BRO in?

BRO is in the Financials sector, Insurance Brokers industry.

BRO — Brown & Brown

Name: BRO Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Insurance Brokers · Financials

Brown & Brown Inc is a diversified insurance agency, wholesale brokerage, insurance programs and services company. The company operates through two reportable segments: the Retail segment and the Professional Distribution segment. The Retail segment provides a broad range of insurance products and services to commercial entities, public and quasi-public entities, professional clients and individuals, and also offers non-insurance warranty services and products through automotive and recreational vehicle dealer service businesses. The Professional Distribution segment includes wholesale brokerage and specialty operations. The company serves customers across the United States, the United Kingdom and other regions.

Industry Peers

AJG AON ERIE MRSH WTW

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

Key Facts

Status	Active
Sector	Financials
Industry	Insurance Brokers
Joined	2021-09-20
Tenure	4 yrs

S&P 500 Timeline

2021-09-20Joined S&P 500

Institutional Holdings (13F)

820 institutions hold BRO, totaling 344.6M shares ($23.2B) · As of 2026Q1

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	37.8M	$2.5B
2	BARCLAYS PLC	22.6M	$2.0B
3	BlackRock, Inc.	21.9M	$1.4B
4	First Eagle Investment Management, LLC	17.6M	$1.2B
5	Capital World Investors	16.5M	$1.1B
6	FMR LLC	16.1M	$1.0B
7	MORGAN STANLEY	12.6M	$1.0B
8	PRINCIPAL FINANCIAL GROUP INC	15.6M	$1.0B
9	VANGUARD PORTFOLIO MANAGEMENT LLC	14.6M	$951M
10	STATE STREET CORP	13.8M	$898M

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10