Brown & Brown, Inc. 13F holders
813 funds reported a position in Brown & Brown, Inc. in their 13F for the quarter ended 30 June 2026, together 293.7 million shares worth $18.84 billion. Against the quarter before, 99 opened a position, 312 added, 275 trimmed and 123 sold out; together they sold a net 5.7 million shares. The largest holders: First Eagle Investment Management, LLC, BlackRock, Inc. and Vanguard Capital Management LLC.
Funds holding813-8 on Q1 2026
Shares they held293.7Mworth $18.84 billion
Net sold on the quarter5.7M sharesabout $363.4 million at the funds' values
Funds buying to selling411 to 398opened or added, to cut or sold
Opened 99Added 312Held 119Trimmed 275Sold out 123
What each fund did in BRO against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BRO in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 396 reported a position in Brown & Brown, Inc.: 29 opened one, 140 added, 130 trimmed and 27 sold out, a net 3.2 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Brown & Brown, Inc. in a 13F for the quarter ended 30 September 2026, and 9 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 18.4 million shares worth $1.18 billion, 0.1% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 208,081 shares, about $12.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 18,405,749 | $1.18 billion | 0.1% | +2,355,053 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 8,022,656 | $486.7 million | 0.0% | -208,081 | trimmed | 30 September 2026 | 13F |
| Norges Bank | 4,396,401 | $282.0 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Capital Research Global Investors | 3,913,022 | $251.0 million | 0.0% | +21,360 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 1,993,822 | $127.9 million | 0.1% | +828,538 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 904,200 | $58.0 million | 0.1% | -669,702 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 675,291 | $43.3 million | 0.0% | -311,442 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Baillie Gifford | 105,391 | $6.8 million | 0.0% | -79,772 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 42,791 | $2.7 million | 0.0% | -124,624 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 18,017 | $1.2 million | 0.0% | +18,017 | new | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 23,455,028 | 7.98% | $1.50 billion | 1.25% | 13F | |
| BlackRock, Inc. | 22,113,344 | 7.53% | $1.42 billion | 0.02% | +196,597 | 13F |
| Vanguard Capital Management LLC | 18,941,212 | 6.45% | $1.22 billion | 0.03% | +19,972 | 13F |
| FMR LLC | 18,405,749 | 6.27% | $1.18 billion | 0.05% | +2,355,053 | 13F |
| Principal Financial Group Inc. | 15,721,830 | 5.35% | $1.01 billion | 0.49% | +113,110 | 13F |
| Vanguard Portfolio Management LLC | 14,631,444 | 4.98% | $938.6 million | 0.04% | +44,968 | 13F |
| State Street Corp. | 14,514,119 | 4.94% | $931.1 million | 0.03% | +737,657 | 13F |
| Capital World Investors | 14,465,915 | 4.92% | $928.0 million | 0.11% | -2,028,007 | 13F |
| Geode Capital Management, LLC | 8,230,737 | 2.80% | $526.0 million | 0.03% | +92,584 | 13F |
| Van Lanschot Kempen Investment Management N.V. | 6,709,042 | 2.28% | $430.4 million | 3.29% | +837,827 | 13F |
| Orbis Allan Gray Ltd | 5,371,080 | 1.83% | $344.6 million | 1.18% | new | 13F |
| Select Equity Group, L.P. | 4,892,500 | 1.67% | $313.9 million | 1.66% | -3,129,623 | 13F |
| Norges Bank | 4,396,401 | 1.50% | $282.0 million | 0.03% | 13F | |
| Deutsche Bank AG | 4,161,199 | 1.42% | $266.9 million | 0.08% | -40,835 | 13F |
| Invesco Ltd. | 4,098,277 | 1.40% | $262.9 million | 0.02% | +616,968 | 13F |
| Capital Research Global Investors | 3,913,022 | 1.33% | $251.0 million | 0.04% | +21,360 | 13F |
| Morgan Stanley | 3,869,724 | 1.32% | $248.2 million | 0.01% | +624,752 | 13F |
| Goldman Sachs Group Inc. | 3,637,032 | 1.24% | $233.3 million | 0.02% | +1,356,430 | 13F |
| Bank of America Corp. | 3,554,971 | 1.21% | $228.1 million | 0.01% | -68,208 | 13F |
| Royal Bank of Canada | 3,471,860 | 1.18% | $222.7 million | 0.04% | -97,924 | 13F |
| JPMorgan Chase & Co. | 3,097,240 | 1.05% | $198.1 million | 0.01% | -39,784 | 13F |
| Wells Fargo & Company | 2,641,788 | 0.90% | $169.5 million | 0.03% | -356,673 | 13F |
| Northern Trust Corp. | 2,469,722 | 0.84% | $158.4 million | 0.02% | +20,960 | 13F |
| ProShare Advisors LLC | 2,406,478 | 0.82% | $154.4 million | 0.22% | +218,614 | 13F |
| Fenimore Asset Management Inc | 2,243,843 | 0.76% | $143.9 million | 2.98% | +20,707 | 13F |
| Massachusetts Financial Services Co. | 2,169,415 | 0.74% | $139.2 million | 0.04% | +632,230 | 13F |
| Madison Asset Management, LLC | 2,161,022 | 0.74% | $138.6 million | 1.65% | -146,600 | 13F |
| Two Sigma Investments, LP | 1,993,822 | 0.68% | $127.9 million | 0.10% | +828,538 | 13F |
| Natixis Advisors, LLC | 1,906,350 | 0.65% | $122.3 million | 0.14% | +136,601 | 13F |
| Charles Schwab Investment Management Inc. | 1,898,071 | 0.65% | $121.8 million | 0.02% | +70,609 | 13F |
| Jones Financial Companies Lllp | 1,795,003 | 0.61% | $115.3 million | 0.05% | +86,867 | 13F |
| Gobi Capital LLC | 1,780,046 | 0.61% | $114.2 million | 5.81% | +159,000 | 13F |
| Polar Capital Holdings Plc | 1,725,000 | 0.59% | $110.7 million | 0.31% | +285,000 | 13F |
| UBS Group AG | 1,691,851 | 0.58% | $108.5 million | 0.02% | -163,514 | 13F |
| Dimensional Fund Advisors LP | 1,660,686 | 0.57% | $106.5 million | 0.02% | -50,151 | 13F |
| Vanguard Fiduciary Trust Co. | 1,634,644 | 0.56% | $104.9 million | 0.02% | -12,289 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 1,487,718 | 0.51% | $95.4 million | 0.02% | -25,404 | 13F |
| Bank of New York Mellon Corp | 1,380,970 | 0.47% | $88.6 million | 0.01% | -10,099 | 13F |
| Gotham Asset Management, LLC | 1,218,762 | 0.41% | $78.2 million | 0.18% | +708,741 | 13F |
| Legal & General Group Plc | 1,077,023 | 0.37% | $69.1 million | 0.01% | -34,807 | 13F |
| AQR Capital Management LLC | 963,777 | 0.33% | $61.1 million | 0.02% | +897,155 | 13F |
| Storebrand Asset Management As | 936,445 | 0.32% | $60.1 million | 0.15% | -9,255 | 13F |
| Renaissance Technologies LLC | 904,200 | 0.31% | $58.0 million | 0.08% | -669,702 | 13F |
| Quantum Capital Management, LLC | 903,253 | 0.31% | $57.9 million | 7.26% | +261,640 | 13F |
| Tandem Investment Advisors, Inc. | 889,649 | 0.30% | $57.1 million | 3.82% | -295,495 | 13F |
| Citigroup Inc. | 861,844 | 0.29% | $55.3 million | 0.03% | +121,313 | 13F |
| Barr E S & Co. | 817,719 | 0.28% | $52.5 million | 2.94% | -2,128 | 13F |
| Swiss National Bank | 814,000 | 0.28% | $52.2 million | 0.03% | -37,700 | 13F |
| Capital International Investors | 802,328 | 0.27% | $51.5 million | 0.01% | -1,808,172 | 13F |
| Arrowstreet Capital, Limited Partnership | 788,856 | 0.27% | $50.6 million | 0.02% | +779,033 | 13F |
The 50 largest of the 813 funds that reported a position in BRO in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on BRO
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 86,100 | $5.5 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 25,400 | $1.6 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 4,300 | $275,845 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 6 August 2026 | 13G | FMR LLC and 3 others | 18.3 million | 5.4% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G/A | Capital World Investors and 1 other | 16.5 million | 4.9% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 21.8 million | 6.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | Capital World Investors and 1 other | 17.5 million | 5.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 2,097 | $71.39 | SEC |
| 26 August 2026 | 68,172 | $73.34 | SEC |
| 19 August 2026 | 279 | $69.37 | SEC |
| 14 August 2026 | 1,102 | $71.61 | SEC |
| 12 August 2026 | 100 | $71.44 | SEC |
| 4 August 2026 | 48 | $71.78 | SEC |
| 3 August 2026 | 235 | $70.40 | SEC |
| 29 July 2026 | 2,354 | $73.65 | SEC |
| 28 July 2026 | 1,822 | $69.70 | SEC |
| 23 July 2026 | 265 | $65.39 | SEC |
| 20 July 2026 | 24 | $69.35 | SEC |
| 17 July 2026 | 1 | $69.44 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.