Brown & Brown — Institutional Ownership
Which tracked institutions hold BRO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
46
Funds holding
$5493887233
Total value held
Buying
25 added/new · 17 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1418571034 | 22113344 | +196597 | +0.90% |
| 2 | Principal Financial Group Inc | $1008557108 | 15721830 | +113110 | +0.72% |
| 3 | State Street Corp | $931080734 | 14514119 | +737657 | +5.35% |
| 4 | Invesco Ltd. | $262904470 | 4098277 | +4098277 | NEW BUY |
| 5 | Morgan Stanley | $248242969 | 3869724 | +624752 | +19.25% |
| 6 | Goldman Sachs Group Inc | $233315620 | 3637032 | +1356430 | +59.48% |
| 7 | Bank Of America Corp /De/ | $228051359 | 3554971 | -68208 | -1.88% |
| 8 | Royal Bank Of Canada | $222719000 | 3471860 | -97924 | -2.74% |
| 9 | Jpmorgan Chase & Co | $198099592 | 3097240 | -39784 | -1.27% |
| 10 | Wells Fargo & Company/Mn | $169470694 | 2641788 | -356673 | -11.90% |
| 11 | Northern Trust Corp | $158432666 | 2469722 | +20960 | +0.86% |
| 12 | Ubs Group Ag | $108532241 | 1691851 | +1691851 | NEW BUY |
| 13 | Bank Of New York Mellon Corp | $88589248 | 1380970 | -10099 | -0.73% |
| 14 | Citigroup Inc | $55287293 | 861844 | +448865 | +108.69% |
| 15 | Raymond James Financial Inc | $33310359 | 519257 | -336521 | -39.32% |
| 16 | Stifel Financial Corp | $24039606 | 374725 | +374725 | NEW BUY |
| 17 | Bank Of Montreal /Can/ | $16996086 | 264943 | -139086 | -34.42% |
| 18 | Ameriprise Financial Inc | $13449511 | 209634 | +209634 | NEW BUY |
| 19 | Truist Financial Corp | $11388086 | 177523 | -2649 | -1.47% |
| 20 | Prudential Financial Inc | $8933979 | 139267 | -1877 | -1.33% |
| 21 | Franklin Resources Inc | $7945169 | 123853 | -2475 | -1.96% |
| 22 | Toronto Dominion Bank | $6263420 | 97637 | -68736 | -41.31% |
| 23 | First Merchants Corp | $5669000 | 88371 | -3982 | -4.31% |
| 24 | Us Bancorp \De\ | $5267548 | 82113 | -3543 | -4.14% |
| 25 | Sei Investments Co | $4571693 | 71268 | -305493 | -81.08% |
| 26 | Pnc Financial Services Group, Inc. | $4144162 | 64601 | +8867 | +15.91% |
| 27 | Fifth Third Bancorp | $3909847 | 60948 | -4840 | -7.36% |
| 28 | Park National Corp /Oh/ | $2823113 | 44008 | — | Held |
| 29 | Bank Of Nova Scotia | $2373614 | 37001 | -13760 | -27.11% |
| 30 | Janus Henderson Group Plc | $1591376 | 24402 | +24402 | NEW BUY |
| 31 | Allstate Corp | $1490333 | 23232 | +2050 | +9.68% |
| 32 | Hancock Whitney Corp | $1466725 | 22864 | — | Held |
| 33 | Banco Bilbao Vizcaya Argentaria, S.A. | $1338055 | 21059 | +12690 | +151.63% |
| 34 | Nomura Holdings Inc | $1203518 | 18761 | +11106 | +145.08% |
| 35 | M&T Bank Corp | $928647 | 14481 | -4065 | -21.92% |
| 36 | Markel Group Inc. | $898100 | 14000 | +14000 | NEW BUY |
| 37 | Federated Hermes, Inc. | $775958 | 12096 | +12096 | NEW BUY |
| 38 | Citizens Financial Group Inc/Ri | $470669 | 7337 | +7337 | NEW BUY |
| 39 | Equitable Holdings, Inc. | $424227 | 6614 | +81 | +1.24% |
| 40 | Jefferies Financial Group Inc. | $218046 | 3399 | +3399 | NEW BUY |
| 41 | Zions Bancorporation, National Association /Ut/ | $68512 | 1068 | +1068 | NEW BUY |
| 42 | First Horizon Corp | $53437 | 833 | +833 | NEW BUY |
| 43 | Tompkins Financial Corp | $7121 | 111 | — | Held |
| 44 | Amalgamated Financial Corp. | $5974 | 82658 | +82658 | NEW BUY |
| 45 | Southstate Bank Corp | $4876 | 76 | +76 | NEW BUY |
| 46 | Atlantic Union Bankshares Corp | $2438 | 38 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.