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Holder clone rankings through .
Of the 16 tracked institutions holding BRO, 8 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +1.3pt. 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
5.5+2.8%
14.15M shares short · FINRA 2026-09-30
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
the last 365 days
| 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 | Aug 25, 2026 |
| April McClain Delaney | Sell | Apr 17, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
| Jared Moskowitz | 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.
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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 →
| Mar 23, 2026 |
| Byron Donalds | Sell | Feb 10, 2026 |
| April McClain Delaney | Buy | Feb 6, 2026 |
| Gilbert Cisneros | Sell | Jan 9, 2026 |
| April McClain Delaney | Buy | Dec 12, 2025 |
Showing 8 of 34. STOCK Act disclosures lag up to 45 days.
Last Close
$72.97
2026-10-23
YTD
-6.0%
53% of 52-week range