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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 16 tracked institutions holding BRO, 10 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +2.6pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, BRO (BROWN & BROWN INC) is held with a combined value of $7.07B across 101,169,337 shares. The largest holder is VANGUARD GROUP INC with a position worth $3.00B (0.04% of their portfolio). Bridgewater Associates, LP opened a new position in the most recent quarter. 9 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$7.07B
Total Shares Held
101,169,337
Institutional Holders
16
% of Shares Outstanding
30.2%
of 334.61M shares · SEC 2026-07-24
Days to Cover
7.1-14.3%
14.21M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 30.2% of BRO's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-24), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
1
$49.92K
0
$0
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | JOIA M JOHNSON | P | Purchase | 860 | $49.92K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.00B | 0.04% | +0.8% |
| 2 | BlackRock, Inc. | $1.42B | 0.02% | +0.9% |
| 3 | FMR LLC | $1.18B | 0.05% | +14.7% |
| 4 | STATE STREET CORP | $931.08M | 0.03% | +5.4% |
| 5 | Capital Research Global Investors | $251.02M | 0.04% | +0.5% |
| 6 | Gotham Asset Management, LLC | $78.18M | 0.18% | +139.0% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $61.13M | 0.02% | +1346.6% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $58.00M | 0.08% | -42.6% |
| 9 | CITADEL ADVISORS LLC | $43.32M | 0.02% | -31.6% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $34.84M | 0.00% | -5.2% |
SEC Schedule 13D (activist) and 13G (passive) filings for BRO. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| April McClain Delaney | Sell | Apr 17, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
| Jared Moskowitz | Sell | Mar 23, 2026 |
| Byron Donalds | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of BRO with a position worth $3.00B, representing 0.04% of their portfolio. In total, 16 institutional investors hold BRO with a combined value of $7.07B.
In the most recent quarter, 1 fund opened a new position in BRO. Additionally, 9 increased their holdings and 5 reduced their positions.
Institutional investors hold $7.07B worth of BRO stock across 16 positions. The largest institutional holder is VANGUARD GROUP INC with $3.00B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BRO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BRO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Feb 10, 2026 |
| April McClain Delaney | Buy | Feb 6, 2026 |
| Gilbert Cisneros | Sell | Jan 9, 2026 |
| April McClain Delaney | Buy | Dec 12, 2025 |
| Dan Newhouse | Sell | Dec 11, 2025 |
Showing 8 of 33. STOCK Act disclosures lag up to 45 days.
Last Close
$66.53
2026-09-09
YTD
-14.3%
29% of 52-week range
