BROWN & BROWN INC BRO
$70.00
+3.9% 52w: $54.38 – $109.97
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data54.3882.17109.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
808
-76 QoQ
13F value
$18.23B
-16.6% QoQ
Smart-money holders
56
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
2.8×
$33.2M calls / $11.8M puts
Institutional value by quarter
Number of holders
Who owns BRO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 21.9M | $1.43B | 0.0% | +0.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 18.9M | $1.23B | 0.0% | — |
| Capital World Investors | Long only active | 16.5M | $1.08B | 0.1% | -7.8% |
| FMR LLC | Long only active | 16.1M | $1.05B | 0.1% | +52.3% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 15.6M | $1.02B | 0.5% | +1.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 14.6M | $951.2M | 0.0% | — |
| STATE STREET CORP | Index provider | 13.8M | $898.4M | 0.0% | +2.8% |
| First Eagle Investment Management, LLC | Other | 8.8M | $575.4M | 1.0% | New |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 8.1M | $528.8M | 0.0% | +2.3% |
| Select Equity Group, L.P. ★2 | Fundamental diversified | 8.0M | $523.1M | 2.8% | -15.0% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | Other | 5.9M | $382.9M | 3.4% | +29.4% |
| DEUTSCHE BANK AG\ | Bank broker | 4.2M | $274.0M | 0.1% | +6.9% |
| Capital Research Global Investors | Long only active | 3.9M | $253.8M | 0.0% | New |
| BARCLAYS PLC | Bank broker | 3.7M | $240.0M | 0.1% | +8.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $236.3M | 0.0% | +45.2% |
| ROYAL BANK OF CANADA | Bank broker | 3.6M | $232.8M | 0.0% | +5.1% |
| Invesco Ltd. | Index provider | 3.5M | $227.0M | 0.0% | +21.8% |
| MORGAN STANLEY | Bank broker | 3.2M | $211.6M | 0.0% | -29.8% |
| JPMORGAN CHASE & CO | Bank broker | 3.1M | $204.7M | 0.0% | +29.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $195.5M | 0.0% | -0.4% |
| Capital International Investors | Long only active | 2.6M | $170.2M | 0.0% | -44.0% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 2.5M | $163.9M | 0.3% | -9.2% |
| NORTHERN TRUST CORP | Index provider | 2.4M | $159.7M | 0.0% | -0.3% |
| Rathbones Group PLC | Other | 2.3M | $150.5M | 0.3% | +17.7% |
| Madison Asset Management, LLC | Other | 2.3M | $150.5M | 1.9% | +16.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.3M | $148.7M | 0.0% | +4.4% |
| Fenimore Asset Management Inc ★2 | Fundamental diversified | 2.2M | $145.0M | 3.2% | +1.8% |
| ProShare Advisors LLC | Index provider | 2.2M | $142.7M | 0.2% | +18.3% |
| UBS Group AG | Bank broker | 1.9M | $121.0M | 0.0% | -5.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.8M | $119.2M | 0.0% | +4.2% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.8M | $115.4M | 0.2% | +30.3% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.7M | $111.6M | 0.0% | -0.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.7M | $108.3M | 0.1% | +2190.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.6M | $107.4M | 0.0% | — |
| Gobi Capital LLC ★3 | Fundamental concentrated | 1.6M | $105.7M | 6.2% | +13.5% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 1.6M | $102.6M | 0.2% | +46.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 1.5M | $100.2M | 0.0% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.5M | $98.7M | 0.0% | +1.5% |
| Polar Capital Holdings Plc | Other | 1.4M | $93.9M | 0.4% | +55.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.4M | $90.7M | 0.0% | +0.1% |
| Tandem Investment Advisors, Inc. ★2 | Fundamental diversified | 1.2M | $77.3M | 3.8% | -8.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.2M | $76.0M | 0.1% | New |
| Legal & General Group Plc | Diversified mechanical | 1.1M | $72.5M | 0.0% | 0.0% |
| Verition Fund Management LLC | Multistrat pod | 1.1M | $70.9M | 0.7% | +17.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 1.0M | $67.1M | 0.2% | -7.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 986.7K | $64.3M | 0.0% | +775.1% |
| Champlain Investment Partners, LLC | Other | 968.3K | $63.1M | 0.8% | -11.9% |
| STOREBRAND ASSET MANAGEMENT AS | Other | 945.7K | $61.7M | 0.2% | +37.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 873.3K | $57.0M | 0.1% | +1909.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 855.8K | $55.8M | 0.0% | -15.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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