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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 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 6 Aug 2025
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 3 listed it in both
Shares listed
41,168,093
combined, among listed positions
Reported value
$4.6bn
combined, at the quarter end

Among the 95 comparable managers: 21 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BRO in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Capital World Investors9,651,397$1.1bn0.16%Added+1,386,44313 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)8,439,534$936m0.05%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Citadel Advisors LLC5,267,297$584m0.10%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC4,456,748$494m0.74%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Invesco Ltd4,166,370$462m0.08%Added+46,23513 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP1,144,514$127m0.96%Newnew14 Aug 2025 (the filing on sec.gov)
Woodline Partners LP1,079,076$120m0.63%Newnew14 Aug 2025 (the filing on sec.gov)
Soros Fund Management LLC1,000,000$111m1.39%Newnew14 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP945,650$105m0.19%Newnew14 Aug 2025 (the filing on sec.gov)
Millennium Management LLC924,182$102munder 0.1%Added+274,33014 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC803,112$89m0.12%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP606,427$67m0.16%Newnew14 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.583,720$65munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC539,363$60m0.06%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC487,054$54m0.24%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC327,375$36m0.25%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Element Capital Management LLC250,000$28m67.75%Newnew11 Aug 2025 (the filing on sec.gov)
Moore Capital Management LP223,360$25m0.31%Newnew14 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP193,291$21munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP43,786$4.9munder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP35,837$4.0m0.10%Addedn.a.13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

New (9)

Exited (2)

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 →