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BRO — BROWN & BROWN INC

Reported value held$12.25B
Funds holding (latest)53
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)46
Institutional value$9.17B · 143.51M sh
New / Add / Cut / Exit2 / 22 / 20 / 2
Top-5 / Top-10 concentration57.7% / 75.0%
Institutional holdings change Accumulating +11.4% (+14.69M sh)
Institutional value change Up +9.6%

As of Q2 2026, 46 SEC-registered investment managers reported holding BRO (BROWN & BROWN INC) in their latest 13F filings, with a combined reported value of $9.17B across 143.51M shares. That is +11.4% by share count (+14.69M shares) versus the previous quarter, while reported value moved +9.6%. Ownership is concentrated: the five largest holders account for 57.7% of reported value and the top ten for 75.0%.

Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 20 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BRO is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 37.63M $3.00B 0.04% Add
BlackRock Inc history Q2 2026 22.11M $1.42B 0.02% Add
Fidelity Management & Research (FMR) history Q2 2026 18.41M $1.18B 0.06% Add
Principal Global Investors history Q2 2026 15.72M $1.01B 0.50% Add
Capital World Investors history Q2 2026 14.47M $927.99M 0.12% Reduce
First Eagle Investment Management history Q2 2026 11.73M $752.32M 1.26% Add
Geode Capital Management history Q2 2026 8.23M $526.02M 0.03% Add
Norges Bank Investment Management history Q2 2026 4.40M $282.03M 0.03% Reduce
Deutsche Bank AG history Q2 2026 4.16M $266.94M 0.08% Reduce
Invesco Ltd history Q2 2026 4.10M $262.90M 0.02% Add
Capital Research Global Investors history Q2 2026 3.91M $251.02M 0.04% Add
Morgan Stanley history Q2 2026 3.87M $248.24M 0.01% Add
Goldman Sachs Group history Q2 2026 3.64M $233.32M 0.02% Add
Bank of America Corp history Q2 2026 3.55M $228.05M 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 3.10M $198.10M 0.02% New
Wells Fargo & Co history Q2 2026 2.64M $169.47M 0.03% Reduce
Northern Trust Corp history Q2 2026 2.47M $158.43M 0.02% Add
MFS Investment Management history Q2 2026 2.17M $139.17M 0.05% Add
Two Sigma Investments history Q2 2026 2.00M $128.18M 0.10% Add
Charles Schwab Investment Management history Q2 2026 1.90M $121.76M 0.02% Add

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 17.92M 18.67M 18.39M 20.52M 20.97M 21.77M 21.92M 22.11M
Fidelity Management & Research (FMR) 219.16K 241.95K 330.49K 959.11K 996.82K 648.52K 607.54K 561.60K 1.02M 835.80K 867.50K 779.18K 1.11M 597.14K 534.25K 8.44M 11.95M 10.54M 16.05M 18.41M
Principal Global Investors 8.03M 8.13M 8.85M 9.58M 10.13M 11.22M 11.75M 12.03M 12.03M 12.33M 12.72M 12.80M 12.81M 12.90M 12.94M 13.59M 15.42M 15.36M 15.61M 15.72M
Capital World Investors — — — — — — — 939.19K 939.24K 939.24K 1.41M 1.43M 3.63M 4.20M 8.26M 9.65M 17.48M 17.89M 16.49M 14.47M
First Eagle Investment Management 7.33M 7.28M 6.36M 6.00M 4.74M 4.80M 4.81M 4.19M 4.15M 4.11M 3.11M 3.10M 3.10M 1.91M 1.92M — — — 8.82M 11.73M
Geode Capital Management 4.47M 4.87M 4.83M 4.99M 5.02M 5.18M 5.29M 5.30M 5.38M 5.55M 5.79M 5.99M 5.98M 6.10M 6.32M 7.37M 7.83M 7.95M 8.14M 8.23M
Norges Bank Investment Management — — — — — 2.49M — — — 3.06M — 3.35M — 3.07M — 3.91M — 6.48M — 4.40M
Deutsche Bank AG 632.70K 589.00K 625.27K 609.67K 456.20K 640.03K 672.29K 515.73K 473.60K 698.68K 860.23K 1.13M 1.17M 1.43M 1.03M 1.63M 2.57M 3.93M 4.20M 4.16M
Invesco Ltd 2.13M 2.92M 3.21M 1.99M 1.67M 1.78M 1.88M 1.94M 1.94M 2.04M 2.70M 2.58M 3.42M 3.80M 4.12M 4.17M 2.40M 2.86M 3.48M 4.10M
Capital Research Global Investors — — — — — — — — — — — — — — — — — — 3.89M 3.91M
Morgan Stanley 1.40M 1.56M 2.22M 2.50M 3.31M 9.49M 9.40M 9.88M 9.34M 9.00M 8.87M 8.88M 8.46M 8.58M 7.40M 5.72M 4.69M 4.62M 3.24M 3.87M
Goldman Sachs Group 522.06K 447.51K 392.46K 2.98M 3.06M 2.87M 2.96M 3.25M 3.07M 3.60M 3.52M 4.02M 4.15M 2.27M 2.01M 2.13M 2.13M 2.18M 2.28M 3.64M
Bank of America Corp 1.44M 1.43M 1.43M 1.61M 1.65M 1.82M 1.86M 1.59M 1.63M 1.71M 2.00M 2.07M 2.11M 2.00M 2.31M 2.70M 2.58M 2.49M 3.62M 3.55M
JPMorgan Chase & Co 349.89K 246.59K 460.93K 347.16K 389.09K 433.99K 389.06K 863.60K 673.67K 863.37K 1.07M 1.19M 982.54K 716.96K 799.47K 100 1.93M 2.42M — 3.10M
Wells Fargo & Co 9.84M 1.40K 3.56M 3.38M 3.31M 3.33M 3.34M 3.41M 3.44M 3.29M 3.34M 3.32M 3.28M 3.24M 3.25M 3.14M 3.20M 3.01M 3.00M 2.64M
Northern Trust Corp 2.56M 2.47M 2.47M 2.20M 2.19M 2.22M 2.23M 2.15M 2.29M 2.22M 2.15M 2.17M 2.03M 2.32M 2.35M 2.52M 2.60M 2.46M 2.45M 2.47M
MFS Investment Management — — — — — — — — — — — — — — — — — — 1.54M 2.17M
Two Sigma Investments — 7.95K — — — 5.01K 192.34K — — — — — 20.70K 137.66K — 945.65K 22.75K — 1.17M 2.00M
Charles Schwab Investment Management 1.59M 1.64M 1.68M 1.71M 1.16M 1.19M 1.20M 1.21M 1.22M 1.25M 1.27M 1.30M 1.32M 1.36M 1.37M 1.62M 1.71M 1.75M 1.83M 1.90M
UBS Group AG 223.12K 61.62K 245.67K 288.64K 215.61K 341.70K 331.86K 479.60K 381.56K 460.80K 680.16K 647.12K 734.62K 1.40M 1.24M 892.20K 1.50M 1.97M 1.86M 1.69M

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