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Brown & Brown, Inc.

BRO Financials
$68.26 +$0.61 (0.90%)
Market Cap: $23.24 B
Gurus Holding
8
Popularity Rank
#813
% of Shares Held
0.70%
Net Activity (Q4 2025)
-$58.73 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $162.74 M.

Top institutional holders include Renaissance Technologies and Francois Rochon.

Institutional sentiment is currently Bearish. This is evidenced by a $58.73 M net outflow during the quarter.

Recent activity highlights Francois Rochon who increased their stake by 139.7%. Conversely, Cliff Asness reduced exposure by 88.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$43.98 M
Total Buy Value
New Buys 2
Additions 2
-$102.71 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Brown & Brown, Inc. (BRO)

Major holders include Renaissance Technologies ($85.6 M), Francois Rochon ($61.57 M), Joel Greenblatt ($23.95 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.38 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $58.73 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BRO. The total reported sell value was $102.71 M.

Yes, 2 managers opened new positions in BRO, and 2 increased their existing holdings. The total reported buy value was $43.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 8.8% 1,074,000 $85.6 M Q4 2025
2.05% Add 139.7% 772,520 $61.57 M Q4 2025
0.09% Reduce -39.4% 300,530 $23.95 M Q4 2025
0.01% Reduce -88.8% 135,335 $10.79 M Q4 2025
0.03% 79,697 $6.35 M Q4 2025
0.01% New Buy 11,000 $876,700 Q4 2025
0.00% Reduce -65.4% 7,446 $593,447 Q4 2025
0.00% New Buy 3,546 $282,683 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form