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BRO · V 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.

BROV
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
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterBROV
Q3 20203 holders, $642m55 holders, $62.2bn
Q4 202010 holders, $751m52 holders, $67.1bn
Q1 202110 holders, $775m58 holders, $64.5bn
Q2 202110 holders, $890m52 holders, $69.3bn
Q3 202111 holders, $1.0bn56 holders, $63.6bn
Q4 202110 holders, $1.2bn47 holders, $58.0bn
Q1 20227 holders, $1.2bn59 holders, $61.8bn
Q2 20229 holders, $801m57 holders, $55.2bn
Q3 202210 holders, $720m57 holders, $50.7bn
Q4 202210 holders, $720m54 holders, $59.4bn
Q1 202310 holders, $649m55 holders, $64.0bn
Q2 20238 holders, $427m54 holders, $65.2bn
Q3 202310 holders, $634m55 holders, $61.5bn
Q4 202311 holders, $558m48 holders, $68.6bn
Q1 20248 holders, $546m50 holders, $73.1bn
Q2 20245 holders, $493m45 holders, $69.5bn
Q3 20248 holders, $1.2bn47 holders, $70.5bn
Q4 202410 holders, $1.2bn48 holders, $77.6bn
Q1 20255 holders, $1.9bn43 holders, $83.5bn
Q2 202521 holders, $4.6bn45 holders, $83.4bn
Q3 202510 holders, $3.1bn48 holders, $82.8bn
Q4 20258 holders, $2.5bn49 holders, $86.0bn
Q1 202614 holders, $3.4bn49 holders, $73.3bn
Q2 202613 holders, $3.5bn52 holders, $81.9bn
BRO

Brown & Brown Inc

Holders
14
Reported value
$3.4bn
Buyers
22
Sellers
12

Breadth +10 among 91 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BRO (3)

Baillie Gifford & Co, First Eagle Investment Management LLC, Verition Fund Management LLC

Only V (38)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 13 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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