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Brown & Brown, Inc.

BRO Financials
$65.7 $-0.63 (-0.95%)
Market Cap: $22.15 B
Gurus Holding
11
Popularity Rank
#359
% of Shares Held
4.76%
Net Activity (Q2 2026)
+$241.81 M

Guru Ownership Trend

Guru Analysis for Brown & Brown, Inc. (BRO)

Brown & Brown, Inc. (BRO), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.05 B.

Top institutional holders include First Eagle Investment and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $241.81 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 42.6%.

Recent Activity Breakdown (Q2 2026)

+$290.26 M
Total Buy Value
New Buys 2
Additions 4
-$48.44 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Brown & Brown, Inc. (BRO)

Major holders include First Eagle Investment ($752.32 M), Joel Greenblatt ($78.18 M), Cliff Asness ($61.13 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 15.93 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $241.81 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited BRO. The total reported sell value was $48.44 M.

Yes, 2 managers opened new positions in BRO, and 4 increased their existing holdings. The total reported buy value was $290.26 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.26% Add 32.9% 11,727,514 $752.32 M Q2 2026
0.18% Add 139.0% 1,218,762 $78.18 M Q2 2026
0.02% Add 1346.6% 963,777 $61.13 M Q2 2026
0.08% Reduce -42.6% 904,200 $58 M Q2 2026
1.62% Reduce -0.3% 753,288 $48.32 M Q2 2026
0.11% Reduce -13.8% 223,145 $14.31 M Q2 2026
0.01% Reduce -32.6% 98,596 $6.32 M Q2 2026
0.00% New Buy 18,017 $1.16 M Q2 2026
0.01% 14,000 $898,100 Q2 2026
0.00% Add 99.3% 6,173 $396,026 Q2 2026
0.00% New Buy 3,399 $218,046 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form