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BRO · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BROBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BRO
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterBROBAC
Q3 20203 holders, $642m33 holders, $48.3bn
Q4 202010 holders, $751m36 holders, $60.7bn
Q1 202110 holders, $775m33 holders, $77.6bn
Q2 202110 holders, $890m30 holders, $83.1bn
Q3 202111 holders, $1.0bn28 holders, $81.4bn
Q4 202110 holders, $1.2bn30 holders, $82.8bn
Q1 20227 holders, $1.2bn39 holders, $74.0bn
Q2 20229 holders, $801m40 holders, $54.7bn
Q3 202210 holders, $720m36 holders, $53.0bn
Q4 202210 holders, $720m33 holders, $59.0bn
Q1 202310 holders, $649m32 holders, $50.5bn
Q2 20238 holders, $427m37 holders, $49.0bn
Q3 202310 holders, $634m36 holders, $46.0bn
Q4 202311 holders, $558m34 holders, $56.6bn
Q1 20248 holders, $546m35 holders, $64.4bn
Q2 20245 holders, $493m35 holders, $68.9bn
Q3 20248 holders, $1.2bn43 holders, $60.8bn
Q4 202410 holders, $1.2bn43 holders, $63.8bn
Q1 20255 holders, $1.9bn40 holders, $59.8bn
Q2 202521 holders, $4.6bn44 holders, $67.4bn
Q3 202510 holders, $3.1bn44 holders, $72.1bn
Q4 20258 holders, $2.5bn41 holders, $68.5bn
Q1 202614 holders, $3.4bn39 holders, $59.5bn
Q2 202613 holders, $3.5bn37 holders, $64.8bn
BRO

Brown & Brown Inc

Holders
8
Reported value
$2.5bn
Buyers
17
Sellers
15

Breadth +2 among 92 comparable managers.

InsuranceFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
41
Reported value
$68.5bn
Buyers
18
Sellers
31

Breadth -13 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BRO (4)

Baillie Gifford & Co, Markel Group Inc, Quantbot Technologies LP, Renaissance Technologies LLC

Only BAC (37)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 12 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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