Ray Dalio's BRO Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 18,017 shares of Brown & Brown, Inc. (BRO) worth $1.16 M, representing 0.00% of the portfolio. First purchased in 2015-Q3, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BRO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 58,384 shares. Largest reduction occurred in Q1 2023, reducing 115,837 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Brown & Brown (BRO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brown & Brown (BRO) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +18,017 | New Buy | 18,017 | $64.15 |
| Q1 2024 | -38,500 | Sold Out | 0 | $0.00 |
| Q4 2023 | +38,500 | New Buy | 38,500 | $71.11 |
| Q1 2023 | -115,837 | Sold Out | 0 | $0.00 |
| Q4 2022 | +50,016 | Add 75.99% | 115,837 | $56.97 |
| Q3 2022 | +211 | Add 0.32% | 65,821 | $60.48 |
| Q2 2022 | -4,411 | Reduce 6.30% | 65,610 | $58.34 |
| Q1 2022 | +15,884 | Add 29.34% | 70,021 | $72.26 |
| Q4 2021 | -62,504 | Reduce 53.59% | 54,137 | $70.28 |
| Q3 2021 | -174 | Reduce 0.15% | 116,641 | $55.45 |
| Q2 2021 | +25,830 | Add 28.39% | 116,815 | $53.14 |
| Q1 2021 | +57,248 | Add 169.69% | 90,985 | $45.71 |
| Q4 2020 | +33,737 | New Buy | 33,737 | $47.40 |
| Q1 2020 | -58,384 | Sold Out | 0 | $0.00 |
| Q4 2019 | +58,384 | New Buy | 58,384 | $39.48 |
| Q1 2019 | -13,364 | Sold Out | 0 | $0.00 |
| Q4 2018 | +13,364 | New Buy | 13,364 | $27.54 |
| Q4 2015 | -19,424 | Sold Out | 0 | $0.00 |
| Q3 2015 | +19,424 | New Buy | 19,424 | $15.50 |
Ray Dalio's Brown & Brown Investment FAQs
Ray Dalio first purchased Brown & Brown, Inc. (BRO) in Q3 2015, acquiring 19,424 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Brown & Brown, Inc. (BRO) for 19 quarters since Q3 2015.
Ray Dalio's largest addition to Brown & Brown, Inc. (BRO) was in Q4 2019, adding 58,384 shares worth $2.3 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 18,017 shares of Brown & Brown, Inc. (BRO), valued at approximately $1.16 M.
As of the Q2 2026 filing, Brown & Brown, Inc. (BRO) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Brown & Brown, Inc. (BRO) was 116,815 shares, as reported at the end of Q2 2021.