BROWN & BROWN INC (BRO) Institutional Ownership
BRO is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $739.21M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $575.36M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's BRO position is now estimated to be worth approximately $520.92M, representing an estimated loss of -9.46% since the filing period.
Major shareholders tracked on this page include First Eagle U.S. Value, Renaissance Technologies LLC, Giverny Capital, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward BROWN & BROWN INC (BRO).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 6 | $739,185,812 | 11,335,467 |
| Q4 2025 | 5 | $651,362,738 | 8,172,682 |
| Q3 2025 | 6 | $775,070,767 | 8,263,896 |
| Q2 2025 | 6 | $915,861,369 | 8,260,678 |
| Q1 2025 | 7 | $1,209,697,369 | 9,732,603 |
| Q4 2024 | 5 | $252,589,471 | 2,475,882 |
| Q3 2024 | 4 | $366,647,825 | 3,539,071 |
| Q2 2024 | 4 | $306,510,875 | 3,428,150 |
| Q1 2024 | 3 | $283,884,976 | 3,242,917 |
| Q4 2023 | 3 | $301,201,125 | 4,624,518 |
| Q3 2023 | 3 | $289,584,707 | 4,330,095 |
| Q2 2023 | 2 | $288,465,075 | 4,320,512 |
Related BRO Institutional Insights:
- BRO Institutional Ownership & Insiders Activity
- BRO Institutional Ownership & 13F Activity
- BRO Top Institutional Shareholders
- BRO Institutional Buying Activity
- BRO Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BRO Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings