BROWN & BROWN, INC. hedge fund holdings
BRONYSE$59.91-1.86 (-3.01%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
BRO · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-35.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 338 | 262 | $6.82B | $1.27B | 872 | Aug 14, 2025 |
| Q3 2025 | 324 | 283 | $3.14B | $3.3B | 846 | Nov 14, 2025 |
| Q4 2025 | 262 | 319 | $2.08B | $1.9B | 839 | Feb 14, 2026 |
| Q1 2026 | 302 | 333 | $2.04B | $1.72B | 775 | May 15, 2026 |
| Q2 2026 | 315 | 274 | $2.54B | $1.74B | 755 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
755 filersNew position
90$495M+7.72M sh
Increased
225$2.05B+31.9M sh
Reduced
172-$1.55B-24.2M sh
Out / sold
102-$192M-2.99M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | Added 165.83% | +$939M | $1.5B | 1.25% | Aug 24, 2026 |
| Orbis Allan Gray Ltd | New Buy | +$345M | $345M | 1.18% | Aug 14, 2026 |
| Select Equity Group, L.P. | Reduce 39.01% | -$201M | $314M | 1.55% | Aug 14, 2026 |
| Rathbones Group PLC | Reduce 99.58% | -$147M | $616K | 0.00% | Jul 23, 2026 |
| Capital World Investors | Reduce 12.30% | -$130M | $928M | 0.11% | Aug 12, 2026 |
| Capital International Investors | Reduce 69.27% | -$116M | $51.5M | 0.01% | Aug 12, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Reduce 99.76% | -$65.9M | $157K | 0.00% | Aug 13, 2026 |
| Van Lanschot Kempen Investment Management N.V. | Added 14.27% | +$53.7M | $430M | 3.29% | Aug 14, 2026 |
| First Trust Advisors LP | Added 6803.13% | +$47.8M | $48.6M | 0.03% | Aug 11, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 95.58% | -$47.1M | $2.18M | 0.00% | Aug 13, 2026 |
| Gotham Asset Management, LLC | Added 138.96% | +$45.5M | $78.2M | 0.18% | Aug 14, 2026 |
| Champlain Investment Partners, LLC | Reduce 69.46% | -$43.1M | $19M | 0.49% | Aug 12, 2026 |
| Massachusetts Financial Services Co | Added 41.13% | +$40.6M | $139M | 0.04% | Aug 3, 2026 |
| PFA Pension, Forsikringsaktieselskab | Reduce 99.61% | -$36.8M | $145K | 0.00% | Aug 12, 2026 |
| Capitolis Liquid Global Markets LLC | New Buy | +$32.3M | $32.3M | 0.14% | Aug 13, 2026 |
| National Pension Service | Reduce 93.54% | -$30.2M | $2.08M | 0.00% | Aug 13, 2026 |
| Absher Wealth Management, LLC | New Buy | +$26.8M | $26.8M | 3.06% | Aug 10, 2026 |
| Osterweis Capital Management Inc | Sell 100% | -$25.9M | $0 | 0.00% | Aug 14, 2026 |
| Korea Investment CORP | Reduce 66.64% | -$19.8M | $9.93M | 0.02% | Aug 12, 2026 |
| Tandem Investment Advisors, Inc. | Reduce 24.93% | -$19M | $57.1M | 3.82% | Jul 31, 2026 |
| Polar Capital Holdings Plc | Added 19.79% | +$18.3M | $111M | 0.26% | Aug 14, 2026 |
| CIBC Asset Management Inc | Reduce 76.44% | -$16.9M | $5.2M | 0.01% | Aug 3, 2026 |
| Quantum Capital Management, LLC / NJ | Added 40.78% | +$16.8M | $57.9M | 7.27% | Aug 11, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$15.2M | $15.2M | 0.41% | Aug 14, 2026 |
| Cortland Associates Inc | Reduce 54.49% | -$13.7M | $11.5M | 1.66% | Jul 28, 2026 |
| Artisan Partners Limited Partnership | Reduce 39.77% | -$12.9M | $19.6M | 0.03% | Aug 13, 2026 |
| Weiss Asset Management LP | New Buy | +$10.8M | $10.8M | 0.11% | Aug 14, 2026 |
| Gobi Capital LLC | Added 9.81% | +$10.2M | $114M | 5.36% | Aug 14, 2026 |
| Exchange Traded Concepts, LLC | Added 115.19% | +$9.76M | $18.2M | 0.08% | Aug 11, 2026 |
| Madison Asset Management, LLC | Reduce 6.35% | -$9.4M | $139M | 1.65% | Aug 10, 2026 |
| FORA Capital, LLC | Sell 100% | -$9.39M | $0 | 0.00% | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 33.15% | -$9.32M | $18.8M | 0.04% | Aug 6, 2026 |
| Natixis Advisors, LLC | Added 7.72% | +$8.76M | $122M | 0.14% | Aug 14, 2026 |
| Ironvine Capital Partners, LLC | Added 509.83% | +$8.46M | $10.1M | 0.94% | Aug 10, 2026 |
| Motley Fool Wealth Management, LLC | Sell 100% | -$8.27M | $0 | 0.00% | Aug 6, 2026 |
| EdgePoint Investment Group Inc. | Added 108.37% | +$7.89M | $15.2M | 0.11% | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | Reduce 89.64% | -$7.33M | $848K | 0.01% | Aug 13, 2026 |
| Interval Partners, LP | New Buy | +$6.96M | $6.96M | 0.18% | Aug 14, 2026 |
| Vancity Investment Management Ltd | Reduce 56.87% | -$6.69M | $5.07M | 0.76% | Aug 24, 2026 |
| Schwartz Investment Counsel Inc | Added 18.59% | +$6.62M | $42.3M | 1.40% | Jul 27, 2026 |
| Caisse de depot et placement du Quebec | Sell 100% | -$5.87M | $0 | 0.00% | Aug 14, 2026 |
| Credit Agricole S A | Added 242.46% | +$5.56M | $7.85M | 0.02% | Aug 14, 2026 |
| Keybank National Association | Added 28.56% | +$5.5M | $24.8M | 0.08% | Jul 28, 2026 |
| Cooper Investors Pty Ltd | Sell 100% | -$5.31M | $0 | 0.00% | Jul 7, 2026 |
| Local Pensions Partnership Investment Ltd | Reduce 19.70% | -$5.13M | $20.9M | 0.44% | Jul 30, 2026 |
| Baillie Gifford & Co | Reduce 43.08% | -$5.12M | $6.76M | 0.01% | Aug 6, 2026 |
| Waratah Capital Advisors Ltd. | New Buy | +$5M | $5M | 0.17% | Aug 11, 2026 |
| Holocene Advisors, LP | Added 85.78% | +$4.92M | $10.6M | 0.02% | Aug 14, 2026 |
| LBP Am SA | Sell 100% | -$4.67M | $0 | 0.00% | Jul 24, 2026 |
| Deroy & Devereaux Private Investment Counsel Inc | New Buy | +$4.41M | $4.41M | 0.18% | Jul 27, 2026 |
| Pictet Asset Management Holding SA | Reduce 28.67% | -$4.4M | $10.9M | 0.01% | Jul 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 13.38% | +$4.35M | $36.8M | 0.02% | Aug 13, 2026 |
| FIL Ltd | Added 107.21% | +$4.29M | $8.28M | 0.01% | Aug 13, 2026 |
| Westbourne Investment Advisors, Inc. | Sell 100% | -$4.05M | $0 | 0.00% | Jul 27, 2026 |
| Brandes Investment Partners, LP | New Buy | +$3.98M | $3.98M | 0.03% | Aug 14, 2026 |
| Jackson Hill Advisors, LLC | Added 32.93% | +$3.93M | $15.9M | 8.04% | Aug 4, 2026 |
| Pictet North America Advisors SA | Reduce 69.49% | -$3.85M | $1.69M | 0.15% | Jul 24, 2026 |
| Nomura Asset Management Co Ltd | Added 10.21% | +$3.83M | $41.3M | 0.09% | Aug 13, 2026 |
| Nutshell Asset Management Ltd | New Buy | +$3.77M | $3.77M | 1.26% | Aug 12, 2026 |
| Nomura Asset Management International Inc. | Reduce 8.31% | -$3.76M | $41.5M | 0.06% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Added 352.97% | +$3.56M | $4.57M | 0.00% | Aug 14, 2026 |
| Wilson Asset Management (International) Pty Ltd | Sell 100% | -$3.55M | $0 | 0.00% | Aug 5, 2026 |
| Quantinno Capital Management LP | Added 32.36% | +$3.36M | $13.7M | 0.02% | Aug 13, 2026 |
| Hi-Line Capital Management, LLC | Added 45.93% | +$3.34M | $10.6M | 2.98% | Jul 24, 2026 |
| Vaughan Nelson Investment Management, L.P. | Added 46.74% | +$3.34M | $10.5M | 0.09% | Jul 16, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | New Buy | +$3.29M | $3.29M | 0.15% | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 7.03% | +$3.2M | $48.8M | 0.03% | Aug 7, 2026 |
| Edgestream Partners, L.P. | New Buy | +$2.99M | $2.99M | 0.09% | Aug 11, 2026 |
| MUFG Securities EMEA plc | Reduce 80.04% | -$2.95M | $735K | 0.01% | Aug 12, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Reduce 21.95% | -$2.8M | $9.97M | 0.05% | Jul 29, 2026 |
| Channing Capital Management, LLC | Added 31.62% | +$2.68M | $11.1M | 0.26% | Jul 29, 2026 |
| APG Asset Management N.V. | Added 17.58% | +$2.63M | $17.6M | 0.04% | Aug 12, 2026 |
| Vest Financial, LLC | Added 6.17% | +$2.63M | $45.2M | 0.47% | Jul 24, 2026 |
| Tidal Investments LLC | Added 125.60% | +$2.56M | $4.6M | 0.01% | Aug 13, 2026 |
| Poehling Capital Management, INC. | New Buy | +$2.51M | $2.51M | 0.54% | Jul 20, 2026 |
| Nordea Investment Management AB | Reduce 5.56% | -$2.5M | $42.5M | 0.03% | Aug 5, 2026 |
| Benjamin Edwards Inc | Added 60.33% | +$2.31M | $6.13M | 0.06% | Jul 24, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduce 13.82% | -$2.3M | $14.3M | 0.11% | Aug 6, 2026 |
| Heron Bay Capital Management | Reduce 15.29% | -$2.13M | $11.8M | 1.07% | Aug 11, 2026 |
| Allstate Corp | Reduce 58.79% | -$2.13M | $1.49M | 0.01% | Aug 13, 2026 |
| Kennedy Capital Management LLC | Reduce 22.84% | -$2.12M | $7.17M | 0.13% | Aug 14, 2026 |
| Jain Global LLC | Sell 100% | -$2.02M | $0 | 0.00% | Aug 14, 2026 |
| Wedmont Private Capital | New Buy | +$1.94M | $1.94M | 0.05% | Jul 13, 2026 |
| Guggenheim Capital LLC | Reduce 42.61% | -$1.86M | $2.5M | 0.02% | Aug 12, 2026 |
| PhiloSmith Capital Corp | Added 8.29% | +$1.85M | $24.1M | 6.56% | Jul 24, 2026 |
| Mattern Capital Management, LLC | Added 19.03% | +$1.74M | $10.9M | 1.27% | Jul 24, 2026 |
| &Partners | Added 45.87% | +$1.64M | $5.22M | 0.02% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Reduce 12.02% | -$1.57M | $11.5M | 0.02% | Aug 12, 2026 |
| Numerai GP LLC | Added 238.44% | +$1.57M | $2.22M | 0.18% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Reduce 41.02% | -$1.55M | $2.22M | 0.00% | Aug 14, 2026 |
| Mizuho Securities USA LLC | Added 128.94% | +$1.47M | $2.62M | 0.03% | Jul 28, 2026 |
| Dynasty Wealth Management, LLC | New Buy | +$1.46M | $1.46M | 0.01% | Aug 13, 2026 |
| Royal London Asset Management Ltd | Reduce 3.18% | -$1.43M | $43.4M | 0.08% | Aug 13, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 26.64% | +$1.4M | $6.64M | 0.01% | Aug 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | New Buy | +$1.4M | $1.4M | 0.22% | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | Reduce 23.87% | -$1.33M | $4.25M | 0.37% | Jul 28, 2026 |
| Fenimore Asset Management Inc | Added 0.93% | +$1.33M | $144M | 2.98% | Jul 14, 2026 |
| Running Oak Capital LLC | Reduce 10.56% | -$1.31M | $11.1M | 1.89% | Jul 30, 2026 |
| Clarkston Capital Partners, LLC | Reduce 4.57% | -$1.22M | $25.4M | 2.14% | Aug 11, 2026 |
| Quantitative Investment Management, LLC | Sell 100% | -$1.22M | $0 | 0.00% | Aug 14, 2026 |