BROWN & BROWN INC (BRO) Institutional Ownership Changes & 13F Activity
BROWN & BROWN INC (BRO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Parnassus Endeavor Fund, Renaissance Technologies LLC, Giverny Capital, and Sequoia Financial Advisors.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | First Eagle U.S. Value | Buy | 6,901,463 | 8,823,162 | $575,358,412 |
| Q1 2026 | Parnassus Endeavor Fund | Sell | -6,140,616 | 64,113 | $4,180,809 |
| Q1 2026 | Renaissance Technologies LLC | Buy | 499,902 | 1,573,902 | $102,634,149 |
| Q1 2026 | Giverny Capital | Sell | -17,251 | 755,269 | $49,251,091 |
| Q1 2026 | Sequoia Financial Advisors | Sell | -2,334 | 11,460 | $747,298 |
| Q1 2026 | Lountzis Asset Management | Sell | -78 | 107,561 | $7,014,053 |
| Q4 2025 | Parnassus Endeavor Fund | Sell | -630,126 | 6,204,729 | $494,516,902 |
| Q4 2025 | Giverny Capital | Buy | 450,274 | 772,520 | $61,569,844 |
| Q4 2025 | Renaissance Technologies LLC | Buy | 87,000 | 1,074,000 | $85,597,800 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 2,858 | 13,794 | $1,099,364 |
| Q4 2025 | Lountzis Asset Management | Sell | -961 | 107,639 | $8,578,828 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 183,888 | 987,000 | $92,570,730 |
| Q3 2025 | Parnassus Endeavor Fund | Sell | -182,265 | 6,834,855 | $641,041,051 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 1,104 | 10,936 | $1,025,648 |
| Q3 2025 | Giverny Capital | Buy | 609 | 322,246 | $30,223,452 |
| Q3 2025 | Lountzis Asset Management | Sell | -118 | 108,600 | $10,185,594 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 630,112 | 803,112 | $89,041,027 |
| Q2 2025 | Parnassus Endeavor Fund | Sell | -210,685 | 7,017,120 | $777,988,094 |
| Q2 2025 | Giverny Capital | Buy | 27,034 | 321,637 | $35,659,894 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 3,630 | 9,832 | $1,090,074 |
| Q2 2025 | Lountzis Asset Management | Sell | -363 | 108,718 | $12,053,565 |
| Q2 2025 | Bares Capital Management | Buy | 46 | 259 | $28,715 |
| Q1 2025 | Parnassus Endeavor Fund | Buy | 7,227,805 | 7,227,805 | $899,138,942 |
| Q1 2025 | Renaissance Technologies LLC | Buy | 36,000 | 173,000 | $21,521,200 |
| Q1 2025 | Lountzis Asset Management | Sell | -11,821 | 109,081 | $12,531,225 |
| Q1 2025 | First Eagle U.S. Value | Buy | 7,414 | 1,921,699 | $239,059,329 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -2,684 | 6,202 | $771,563 |
| Q1 2025 | Bares Capital Management | Buy | 213 | 213 | $26,497 |
| Q1 2025 | Giverny Capital | Sell | -206 | 294,603 | $36,648,613 |
| Q4 2024 | First Eagle U.S. Value | Sell | -1,190,563 | 1,914,285 | $195,295,390 |
Frequently asked questions about BRO activity
Which institutional owners are buying BRO?
Institutional owners buying BRO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BRO activity?
"Buy" means an investor increased their reported position in BRO compared to the prior reporting period. This reflects growing exposure to BROWN & BROWN INC (BRO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BRO increasing?
Institutional interest in BRO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BRO Institutional Insights
- BRO Institutional Ownership Overview
- 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