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BRO in the 13F filings

Brown & Brown Inc · CUSIP 115236101

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Jul 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
62,643,996
combined, among listed positions
Reported value
$4.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,482,822.

Managers listing BRO in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Fidelity (FMR LLC)18,405,749$1.2bn0.05%Added+2,355,05313 Aug 2026 (the filing on sec.gov)
Capital World Investors14,465,915$928m0.11%Trimmed-2,028,00712 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC11,727,514$752m1.24%Added+2,904,3525 Aug 2026 (the filing on sec.gov)
Invesco Ltd4,098,277$263munder 0.1%Added+616,96814 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors3,913,022$251munder 0.1%Added+21,36012 Aug 2026 (the filing on sec.gov)
MFS Investment Management2,169,415$139munder 0.1%Added+632,2303 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP1,993,822$128m0.09%Added+828,53814 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC963,777$61munder 0.1%Added+897,15514 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC904,200$58m0.08%Trimmed-669,70213 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP788,856$51munder 0.1%Added+779,03313 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC675,291$43munder 0.1%Trimmed-311,4422 Sep 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc543,172$35munder 0.1%Trimmed-29,55214 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP336,895$22munder 0.1%Added+40,31414 Aug 2026 (the filing on sec.gov)
Woodline Partners LP319,138$20m0.06%Added+313,43614 Aug 2026 (the filing on sec.gov)
Artisan Partners LP305,217$20munder 0.1%Trimmed-201,50713 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP171,498$11munder 0.1%Trimmed-74,85113 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP165,944$11munder 0.1%Added+76,61914 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC127,089$8.2munder 0.1%Trimmed-3,38527 Oct 2026 (the filing on sec.gov)
Baillie Gifford & Co105,391$6.8munder 0.1%Trimmed-79,7726 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp98,596$6.3munder 0.1%Trimmed-47,71514 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP96,682$6.2munder 0.1%Added+3,41914 Aug 2026 (the filing on sec.gov)
Element Capital Management LLC78,300$5.0m0.16%Newnew14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC42,791$2.7munder 0.1%Trimmed-124,62414 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC26,667$1.7munder 0.1%Trimmed-92,54514 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd24,402$1.6munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BRO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$354mn.a.n.a.
Q3 20138$278mn.a.n.a.
Q4 20137$353mn.a.n.a.
Q1 20147$295mn.a.n.a.
Q2 20148$264mn.a.n.a.
Q3 20146$270mn.a.n.a.
Q4 20146$318mn.a.n.a.
Q1 20155$288mn.a.n.a.
Q2 20152$300mn.a.n.a.
Q3 20153$293mn.a.n.a.
Q4 20153$269mn.a.n.a.
Q1 20164$314mn.a.n.a.
Q2 20163$280mn.a.n.a.
Q3 20163$291mn.a.n.a.
Q4 20166$446mn.a.n.a.
Q1 20177$498mn.a.n.a.
Q2 20176$628mn.a.n.a.
Q3 20175$684mn.a.n.a.
Q4 201710$859mn.a.n.a.
Q1 20187$761mn.a.n.a.
Q2 20186$812mn.a.n.a.
Q3 20188$809mn.a.n.a.
Q4 20185$712mn.a.n.a.
Q1 20195$601mn.a.n.a.
Q2 201910$850mn.a.n.a.
Q3 201913$842mn.a.n.a.
Q4 20195$740mn.a.n.a.
Q1 20207$577mn.a.n.a.
Q2 20203$566mn.a.n.a.
Q3 20203$642mn.a.n.a.
Q4 202010$751mn.a.n.a.
Q1 202110$775mn.a.n.a.
Q2 202110$890mn.a.n.a.
Q3 202111$1.0bnn.a.n.a.
Q4 202110$1.2bnn.a.n.a.
Q1 20227$1.2bnn.a.n.a.
Q2 20229$801mn.a.n.a.
Q3 202210$720mn.a.n.a.
Q4 202210$720mn.a.n.a.
Q1 202310$649mn.a.n.a.
Q2 20238$427mn.a.n.a.
Q3 202310$634mn.a.n.a.
Q4 202311$558m64
Q1 20248$546m35
Q2 20245$493m32
Q3 20248$1.2bn72
Q4 202410$1.2bn54
Q1 20255$1.9bn42
Q2 202521$4.6bn212
Q3 202510$3.1bn76
Q4 20258$2.5bn1715
Q1 202614$3.4bn2212
Q2 202613$3.5bn1618

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BRO and V →BRO and AXP →BRO and BAC →Choose a stock to compare with BRO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BRO, latest filings →Back to the 13F Explorer →