Security record · archived quarter
BRO
Brown & Brown, Inc. · Financial Services · Insurance - Brokers
155Tracked holders
-1Δ holders
208.64MShares held
$13.60BReported value
+7New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow +7.2% ·
net new positions -1.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 155 | +2 | 209.85M | $13.46B | +7 | −4 |
| Q1 2026 | 155 | -1 | 208.64M | $13.60B | +7 | −9 |
| Q4 2025 | 155 | +2 | 219.70M | $17.50B | +5 | −2 |
| Q3 2025 | 20 | -1 | 123.42M | $11.57B | — | −2 |
| Q2 2025 | 19 | +3 | 109.37M | $12.12B | +3 | — |
| Q1 2025 | 13 | -4 | 30.85M | $3.84B | — | −4 |
| Q4 2024 | 17 | +2 | 27.34M | $2.79B | +2 | — |
| Q3 2024 | 14 | +2 | 15.64M | $1.62B | +3 | −1 |
| Q2 2024 | 12 | — | 12.83M | $1.15B | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 21.92M | +0.7% | $1.43B | 0.0% | ▲ Add | 4 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 18.92M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Capital World Investors ✦ | 16.49M | -7.8% | $1.08B | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 16.05M | +52.3% | $1.05B | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | Principal Financial Group Inc | 15.61M | +1.6% | $1.02B | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (passive) | 13.78M | +2.8% | $898.36M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | First Eagle Investment Management… | 8.82M | New | $575.36M | 1.0% | New | 1 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passive) | 8.14M | +2.3% | $528.78M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Deutsche Bank Ag\ | 4.20M | +6.9% | $274.01M | 0.1% | ▲ Add | 2 | SEC ↗ ×14 |
| 10 | Capital Research Global Investors | 3.89M | New | $253.78M | 0.0% | New | 1 | SEC ↗ |
| 11 | Barclays Plc | 3.68M | +8.3% | $239.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Bank Of America Corp /De/ | 3.62M | +45.2% | $236.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 13 | Royal Bank Of Canada | 3.57M | +5.1% | $232.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 14 | Invesco Ltd. | 3.48M | +21.8% | $227.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 15 | Morgan Stanley ✦ | 3.24M | -29.8% | $211.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 16 | JPMorgan Chase ✦ | 3.14M | +29.5% | $204.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 17 | Wells Fargo & Company/Mn | 3.00M | -0.3% | $195.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 18 | Capital International Investors | 2.61M | -44.0% | $170.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Allspring Global Investments… | 2.54M | -9.2% | $163.89M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Northern Trust Corp | 2.45M | -0.3% | $159.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 21 | Goldman Sachs Group ✦ | 2.28M | +4.4% | $148.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | ProShare Advisors LLC | 2.19M | +18.3% | $142.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 1.86M | -5.9% | $120.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 24 | Charles Schwab Investment… | 1.83M | +4.2% | $119.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.71M | -0.7% | $111.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Jones Financial Companies Lllp | 1.71M | +2190.2% | $108.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Renaissance Technologies ✦ | 1.57M | +46.5% | $102.63M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 28 | Massachusetts Financial Services Co… | 1.54M | New | $100.24M | 0.0% | New | 1 | SEC ↗ ×4 |
| 29 | UBS AM, a distinct business unit of… | 1.51M | +1.5% | $98.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 30 | Bank of New York Mellon Corp | 1.39M | +0.1% | $90.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 31 | Two Sigma Investments ✦ | 1.17M | New | $75.99M | 0.1% | New | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 1.11M | 0.0% | $72.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Kayne Anderson Rudnick Investment… | 1.03M | -7.1% | $67.12M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Citadel Advisors ✦ | 986.73K | +775.1% | $64.34M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 35 | Storebrand Asset Management As | 945.70K | +37.2% | $61.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 873.34K | +1909.0% | $56.95M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Raymond James Financial Inc | 855.78K | -15.1% | $55.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Swiss National Bank | 851.70K | +7.3% | $55.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Healthcare Of Ontario Pension Plan… | 768.39K | -30.9% | $50.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Citigroup Inc | 740.53K | +79.3% | $48.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Sumitomo Mitsui Trust Group, Inc. | 710.89K | -14.7% | $46.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management… | 710.73K | +5.8% | $46.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Nordea Investment Management Ab | 717.37K | -3.8% | $46.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 44 | Nomura Asset Management… | 706.25K | -9.2% | $46.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal London Asset Management Ltd | 698.52K | +1.0% | $45.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Nuveen, LLC | 607.78K | +1.2% | $39.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Amundi | 592.07K | +4.2% | $38.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Nomura Asset Management Co Ltd | 583.98K | +16.0% | $38.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 576.26K | -52.8% | $37.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 50 | PFA Pension, Forsikringsaktieselskab | 575.88K | -0.1% | $37.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Rhumbline Advisers | 573.97K | +0.9% | $37.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 572.72K | +8.5% | $37.35M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 53 | Envestnet Asset Management Inc | 521.54K | -16.6% | $34.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | California Public Employees… | 513.15K | -15.3% | $33.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 510.02K | +69.7% | $33.26M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 56 | Artisan Partners Limited Partnership | 506.72K | New | $33.04M | 0.1% | New | 1 | SEC ↗ |
| 57 | National Pension Service | 502.59K | -0.2% | $32.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 498.05K | -18.3% | $32.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Korea Investment CORP | 463.84K | +208.6% | $30.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | Captrust Financial Advisors | 442.73K | -8.7% | $28.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Mitsubishi UFJ Trust & Banking Corp | 438.15K | +3.7% | $28.57M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 62 | Bank Of Montreal /Can/ | 404.03K | -13.6% | $26.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 63 | Sei Investments Co | 376.76K | -34.0% | $24.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Alliancebernstein L.P. | 296.58K | -4.0% | $23.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Stifel Financial Corp | 357.35K | +20.3% | $23.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 66 | CIBC Asset Management Inc | 347.84K | -19.6% | $22.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | California State Teachers… | 336.69K | -3.4% | $21.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Ameriprise Financial Inc | 311.11K | +13.6% | $20.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 69 | Federated Hermes, Inc. | 306.54K | +2434.2% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | LPL Financial LLC | 277.03K | -0.1% | $18.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Aviva Plc | 247.21K | +3.2% | $16.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Marshall Wace ✦ | 246.35K | +2822.6% | $16.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Pictet Asset Management Holding SA | 239.02K | -7.4% | $15.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Mackenzie Financial Corp | 226.25K | +30.9% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | State Board Of Administration Of… | 225.74K | 0.0% | $14.72M | 0.0% | Held | 2 | SEC ↗ |
| 76 | Victory Capital Management Inc | 218.22K | +53.1% | $14.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 204.01K | +12.6% | $13.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Danske Bank A/S | 200.96K | -0.7% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Russell Investments Group, Ltd. | 193.73K | -39.2% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 80 | Baillie Gifford ✦ | 185.16K | +11.4% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Truist Financial Corp | 180.17K | -27.7% | $11.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | Aberdeen Group plc | 177.98K | +2.5% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Creative Planning | 177.26K | +78.2% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 175.01K | +9.1% | $11.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Millennium Management ✦ | 167.41K | -77.6% | $10.92M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 86 | Toronto Dominion Bank | 166.37K | +29.5% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 87 | Squarepoint Ops LLC | 163.65K | -47.7% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Quantinno Capital Management LP | 161.91K | +43.2% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Manufacturers Life Insurance… | 155.45K | -92.4% | $10.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Tudor Investment Corp Et Al | 146.31K | New | $9.54M | 0.1% | New | 1 | SEC ↗ |
| 91 | Chevy Chase Trust Holdings, LLC | 145.73K | -3.1% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 92 | Prudential Financial Inc | 141.14K | -1.9% | $9.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 93 | New York State Common Retirement… | 136.42K | -2.1% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Td Asset Management Inc | 134.61K | -0.6% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 95 | Universal- Beteiligungs- und… | 133.53K | -22.6% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 130.47K | +84.5% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 97 | Franklin Resources Inc | 126.33K | +0.8% | $8.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 98 | CIBC Bancorp USA Inc. | 123.61K | — | $8.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | 1832 Asset Management L.P. | 123.30K | -25.3% | $8.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Zurcher Kantonalbank (Zurich… | 123.25K | +68.9% | $8.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Eagle Investment… | $575.36M | 1.0% |
| Capital Research Global… | $253.78M | 0.0% |
| Massachusetts Financial… | $100.24M | 0.0% |
| Two Sigma Investments | $75.99M | 0.1% |
| Artisan Partners Limited… | $33.04M | 0.1% |
| Tudor Investment Corp Et Al | $9.54M | 0.1% |
Exited
| Norges Bank | $516.84M | was 0.1% |
| Mariner, LLC | $6.23M | was 0.0% |
| Hrt Financial Lp | $2.10M | was 0.0% |
| Blair William & Co/Il | $1.88M | was 0.0% |
| Focus Partners Wealth | $766,792 | was 0.0% |
| Simplex Trading, Llc | $119,629 | was 0.0% |
| Optiver Holding B.V. | $52,044 | was 0.0% |
| Bank Julius Baer & Co. Ltd… | $24,214 | was 0.0% |
| DZ BANK AG Deutsche Zentral… | $69 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 806 holders, 275.44M shares, $17.66B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 06
SC 13G — FMR LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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