BRO Brown & Brown, Inc.
Brown & Brown, Inc. (BRO) Institutional Ownership
What the institutions did with BRO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 11.8M | 22.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 8.0M | 15.2% |
| DEUTSCHE BANK AG\ | 4.2M | 8.0% |
| ProShare Advisors LLC | 2.6M | 4.9% |
| Fenimore Asset Management Inc | 2.2M | 4.2% |
| DIMENSIONAL FUND ADVISORS LP | 1.8M | 3.5% |
| Bank of New York Mellon Corp | 1.3M | 2.5% |
| BARCLAYS PLC | 1.1M | 2.2% |
| BARR E S & CO | 1.0M | 2.0% |
| CITIGROUP INC | 1.0M | 1.9% |
| Amundi | 865.3K | 1.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 809.2K | 1.5% |
| Vest Financial, LLC | 749.4K | 1.4% |
| Tandem Investment Advisors, Inc. | 734.7K | 1.4% |
| Sumitomo Mitsui Trust Group, Inc. | 715.5K | 1.4% |
| SCHWARTZ INVESTMENT COUNSEL INC | 658.7K | 1.2% |
| ABSHER WEALTH MANAGEMENT, LLC | 469.1K | 0.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 459.3K | 0.9% |
| PhiloSmith Capital Corp | 406.3K | 0.8% |
| Creative Planning | 389.0K | 0.7% |
| CORTLAND ASSOCIATES INC/MO | 353.8K | 0.7% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 351.7K | 0.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 347.7K | 0.7% |
| TimesSquare Capital Management, LLC | 340.2K | 0.6% |
| Local Pensions Partnership Investment Ltd | 326.0K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 15.7M | 11.8M | -3.9M |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | 677.5K | 36.1K | -641.4K |
| EULAV Asset Management | Sold Out | 444.9K | 0 | -444.9K |
| Assenagon Asset Management S.A. | Reduced | 578.0K | 150.9K | -427.1K |
| BARCLAYS PLC | Increased | 770.9K | 1.1M | +366.7K |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Increased | 74.7K | 315.7K | +241.1K |
| BARR E S & CO | Increased | 817.7K | 1.0M | +225.2K |
| Amundi | Increased | 646.2K | 865.3K | +219.0K |
| DekaBank Deutsche Girozentrale | Reduced | 260.3K | 45.9K | -214.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 8.2M | 8.0M | -208.1K |
| ProShare Advisors LLC | Increased | 2.4M | 2.6M | +180.6K |
| CORTLAND ASSOCIATES INC/MO | Increased | 178.6K | 353.8K | +175.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.7M | 1.8M | +169.3K |
| CITIGROUP INC | Increased | 861.8K | 1.0M | +159.4K |
| Tandem Investment Advisors, Inc. | Reduced | 889.6K | 734.7K | -155.0K |
| OFI INVEST ASSET MANAGEMENT | New | 0 | 151.0K | +151.0K |
| Wealthfront Advisers LLC | Increased | 21.3K | 149.3K | +127.9K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 102.1K | +102.1K |
| Achmea Investment Management B.V. | New | 0 | 94.3K | +94.3K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 123.9K | 32.1K | -91.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 133.2K | 54.6K | -78.6K |
| Waratah Capital Advisors Ltd. | Sold Out | 78.0K | 0 | -78.0K |
| KEYBANK NATIONAL ASSOCIATION/OH | Increased | 386.2K | 459.3K | +73.1K |
| Squarepoint Ops LLC | Increased | 13.5K | 78.4K | +64.9K |
| BAILLIE GIFFORD & CO | Reduced | 105.4K | 41.0K | -64.4K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 284.3K | 347.7K | +63.4K |
| ABC ARBITRAGE SA | New | 0 | 63.2K | +63.2K |
| Creative Planning | Increased | 327.6K | 389.0K | +61.3K |
| Russell Investments Group, Ltd. | Reduced | 223.4K | 162.1K | -61.3K |
| DEUTSCHE BANK AG\ | Increased | 4.2M | 4.2M | +57.7K |
| ABSHER WEALTH MANAGEMENT, LLC | Increased | 418.4K | 469.1K | +50.7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 760.7K | 809.2K | +48.5K |
| BANK OF MONTREAL /CAN/ | Reduced | 264.9K | 216.8K | -48.2K |
| Vest Financial, LLC | Increased | 704.3K | 749.4K | +45.1K |
| Bank of New York Mellon Corp | Reduced | 1.4M | 1.3M | -43.0K |
| CIBC Asset Management Inc | Increased | 82.0K | 124.2K | +42.3K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Reduced | 155.4K | 120.7K | -34.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 386.0K | 351.7K | -34.4K |
| M Holdings Securities, Inc. | New | 0 | 31.2K | +31.2K |
| Swiss Life Asset Management Ltd | Increased | 35.6K | 66.5K | +30.8K |
| PhiloSmith Capital Corp | Increased | 376.3K | 406.3K | +30.0K |
| Apollon Wealth Management, LLC | Reduced | 97.9K | 69.1K | -28.7K |
| Davidson Kahn Capital Management, LLC | Reduced | 41.7K | 14.2K | -27.5K |
| LRZ CAPITAL LLC | Increased | 89.2K | 114.1K | +24.9K |
| AG2R LA MONDIALE GESTION D'ACTIFS | New | 0 | 24.6K | +24.6K |
| IFM Investors Pty Ltd | Increased | 46.4K | 65.1K | +18.7K |
| FIRST CITIZENS BANK & TRUST CO | New | 0 | 16.9K | +16.9K |
| GHP Investment Advisors, Inc. | Increased | 109.7K | 126.6K | +16.8K |
| Savant Capital, LLC | Increased | 27.9K | 44.3K | +16.4K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 85.4K | 100.8K | +15.5K |
| 111 Capital | New | 0 | 14.4K | +14.4K |
| IMC-Chicago, LLC | New | 0 | 14.0K | +14.0K |
| Markel Group Inc. | Sold Out | 14.0K | 0 | -14.0K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 728.9K | 715.5K | -13.3K |
| AGF MANAGEMENT LTD | Reduced | 51.2K | 38.2K | -13.0K |
| Candriam S.C.A. | Reduced | 201.5K | 189.3K | -12.2K |
| Atria Investments, Inc | Increased | 27.3K | 39.2K | +11.9K |
| Fenimore Asset Management Inc | Reduced | 2.2M | 2.2M | -11.6K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 35.7K | 24.8K | -10.9K |
| DANSKE BANK A/S | Increased | 199.8K | 210.4K | +10.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.