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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First Eagle U.S. Value, Citadel Advisors Llc, Assenagon Asset Management S.A., Vancity Investment Management Ltd, and California State Teachers Retirement System.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-1,710-53.6%1,481$95.01KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-5,674-3.7%149,774$9.61MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+3,481+38.9%12,419$796.65KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+364+39.4%1,288$82.63KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-311,442-31.6%675,291$43.32MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+409+2.1%19,752$1.27MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+97+115.5%181$11.61KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-7,286-15.4%40,150$2.58MQ2 2026Aug 27, 2026
Giverny CapitalSell-1,981-0.3%753,288$48.32MQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+5,7515,751$368.93KQ2 2026Aug 25, 2026
First Eagle U.S. ValueBuy+2,904,352+32.9%11,727,514$752.32MQ2 2026Aug 24, 2026
Vancity Investment Management LtdSell-104,243-56.9%79,052$5.07MQ2 2026Aug 24, 2026
California State Teachers Retirement SystemBuy+86,203+25.6%422,898$27.13MQ2 2026Aug 24, 2026
Serenity Investment AdvisorsBuy+4,8244,824$347.71KQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-12-1.5%796$51.06KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+284,692+6588.6%289,013$18.54MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+16,397+114.3%30,737$1.97MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-12,329-12.9%83,360$5.35MQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+4,191+9.7%47,512$3.04MQ2 2026Aug 18, 2026
Glenview Trust CoSell-1,758-18.2%7,924$508.32KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+121121$7.74KQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+8,7968,796$564.24KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+8,733+77.9%19,945$1.28MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+6,7136,713$430.64KQ2 2026Aug 17, 2026
Proficio Capital Partners LlcSell-3,789-42.0%5,230$335.50KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+3,3993,399$218.05KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+1,375+1.7%84,097$5.39MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+640+2.2%29,545$1.90MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+81+1.2%6,614$424.23KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-68-54.0%58$3.72KQ2 2026Aug 17, 2026
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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.