Security record · archived quarter
BRO
Brown & Brown, Inc. · Financial Services · Insurance - Brokers
152Tracked holders
+2Δ holders
197.45MShares held
$12.66BReported value
+7New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +1.3% ·
share flow -2.8% ·
net new positions 0.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 201.04K | $12.39M | n/a | −1 |
| Q2 2026 | 152 | +2 | 197.45M | $12.66B | +7 | −7 |
| 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 | n/a | −2 |
| Q2 2025 | 19 | +3 | 109.37M | $12.12B | +3 | n/a |
| Q1 2025 | 13 | -4 | 30.85M | $3.84B | n/a | −4 |
| Q4 2024 | 17 | +2 | 27.34M | $2.79B | +2 | n/a |
| Q3 2024 | 14 | +2 | 15.64M | $1.62B | +3 | −1 |
| Q2 2024 | 12 | n/a | 12.83M | $1.15B | n/a | n/a |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 18.41M | +14.7% | $1.18B | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (passive) | 14.51M | +5.3% | $931.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Deutsche Bank Ag\ | 4.16M | -1.0% | $266.94M | 0.1% | ▼ Trim | 3 | SEC ↗ ×14 |
| 4 | Invesco Ltd. | 4.10M | +17.7% | $262.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 5 | Morgan Stanley ✦ | 3.87M | +19.2% | $248.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×19 |
| 6 | Goldman Sachs Group ✦ | 3.64M | +59.5% | $233.32M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | Bank Of America Corp /De/ | 3.55M | -1.9% | $228.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 8 | Royal Bank Of Canada | 3.47M | -2.7% | $222.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 9 | JPMorgan Chase ✦ | 3.10M | -1.3% | $198.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 10 | Wells Fargo & Company/Mn | 2.64M | -11.9% | $169.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 11 | Northern Trust Corp | 2.47M | +0.9% | $158.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 12 | Massachusetts Financial Services Co… | 2.17M | +41.1% | $139.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Charles Schwab Investment… | 1.90M | +3.9% | $121.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 1.80M | +5.1% | $115.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Dimensional Fund Advisors Lp | 1.66M | -2.9% | $106.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | UBS AM, a distinct business unit of… | 1.49M | -1.7% | $95.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 17 | Legal & General Group Plc | 1.08M | -3.1% | $69.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Citigroup Inc | 861.84K | +16.4% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Barclays Plc | 770.93K | -79.0% | $49.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Royal London Asset Management Ltd | 676.28K | -3.2% | $43.38M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Hsbc Holdings Plc | 652.33K | +13.2% | $41.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 22 | Nomura Asset Management… | 647.58K | -8.3% | $41.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 543.17K | -5.2% | $34.84M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 24 | Raymond James Financial Inc | 519.26K | -39.3% | $33.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Stifel Financial Corp | 374.73K | +4.9% | $24.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | California Public Employees… | 364.83K | -28.9% | $23.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 264.94K | -34.4% | $17.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 28 | State Board Of Administration Of… | 219.23K | -2.9% | $14.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 209.63K | -32.6% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Danske Bank A/S | 199.76K | -0.6% | $12.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 177.52K | -1.5% | $11.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | State Of Wisconsin Investment Board | 154.45K | -11.8% | $9.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Manufacturers Life Insurance… | 149.77K | -3.6% | $9.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | New York State Common Retirement… | 136.62K | +0.1% | $8.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 133.23K | +12.2% | $8.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 132.54K | +104.0% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | FIL Ltd | 129.12K | +107.2% | $8.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Franklin Resources Inc | 123.85K | -2.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 39 | 1832 Asset Management L.P. | 111.01K | -10.0% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Tudor Investment Corp Et Al | 98.60K | -32.6% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Toronto Dominion Bank | 97.64K | -41.3% | $6.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Wellington Management ✦ | 96.68K | +3.7% | $6.20M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 43 | Us Bancorp \De\ | 82.11K | -4.1% | $5.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | CIBC Asset Management Inc | 81.97K | -76.4% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Sei Investments Co | 71.27K | -81.1% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Pnc Financial Services Group, Inc. | 64.60K | +15.9% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 47 | Fifth Third Bancorp | 60.95K | -7.4% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank Of Nova Scotia | 37.00K | -27.1% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mackenzie Financial Corp | 33.04K | -85.4% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 30.74K | +114.3% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 12.29K | +40.4% | $788,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | D. E. Shaw & Co. ✦ | 7.10K | 0.0% | $455,465 | 0.0% | Held | 9 | SEC ↗ |
| 53 | Fisher Asset Management ✦ | 6.17K | +99.3% | $396,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 2.45K | -99.8% | $157,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Group One Trading Llc | 1.20K | New | $77,172 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Group One Trading Llc | $77,172 | 0.0% |
Exited
| Caisse De Depot Et Placement… | $5.87M | was 0.0% |
| Parnassus Investments, Llc | $4.18M | 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: Q2 2026 ·
Methodology ·
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