Brown & Brown — Institutional Ownership
Which tracked institutions hold BRO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
37
Funds holding
$5126566591
Total value held
Buying
27 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1429191057 | 21916747 | +145802 | +0.67% |
| 2 | Principal Financial Group Inc | $1017846815 | 15608720 | +246172 | +1.60% |
| 3 | State Street Corp | $898363087 | 13776462 | +372648 | +2.78% |
| 4 | Wells Fargo & Company/Mn | $239822057 | 3009060 | -195816 | -6.11% |
| 5 | Bank Of America Corp /De/ | $236267516 | 3623179 | +1128417 | +45.23% |
| 6 | Royal Bank Of Canada | $232786000 | 3569784 | — | NEW BUY |
| 7 | Invesco Ltd. | $227816155 | 2858421 | +456412 | +19.00% |
| 8 | Morgan Stanley | $211604866 | 3244972 | -1375150 | -29.76% |
| 9 | Northern Trust Corp | $159683771 | 2448762 | -7410 | -0.30% |
| 10 | Goldman Sachs Group Inc | $148718026 | 2280602 | +95869 | +4.39% |
| 11 | Bank Of New York Mellon Corp | $90711645 | 1391069 | +1941 | +0.14% |
| 12 | Raymond James Financial Inc | $55805247 | 855778 | -152354 | -15.11% |
| 13 | Citigroup Inc | $32914427 | 412979 | +159945 | +63.21% |
| 14 | Bank Of Montreal /Can/ | $26346701 | 404029 | — | NEW BUY |
| 15 | Sei Investments Co | $24568782 | 376761 | — | NEW BUY |
| 16 | Ameriprise Financial Inc | $20289548 | 311112 | +37170 | +13.57% |
| 17 | Truist Financial Corp | $11749003 | 180172 | -69132 | -27.73% |
| 18 | Toronto Dominion Bank | $10849215 | 166373 | — | NEW BUY |
| 19 | Prudential Financial Inc | $9204000 | 141144 | -2770 | -1.92% |
| 20 | Franklin Resources Inc | $8237850 | 126328 | +1042 | +0.83% |
| 21 | First Merchants Corp | $6022339 | 92353 | +1607 | +1.77% |
| 22 | Us Bancorp \De\ | $5585626 | 85656 | -2202 | -2.51% |
| 23 | Fifth Third Bancorp | $4290072 | 65788 | +54305 | +472.92% |
| 24 | Pnc Financial Services Group, Inc. | $3634387 | 55734 | +1741 | +3.22% |
| 25 | Bank Of Nova Scotia | $3310909 | 50761 | — | NEW BUY |
| 26 | Park National Corp /Oh/ | $2869762 | 44008 | -667 | -1.49% |
| 27 | Allstate Corp | $1688205 | 21182 | +10332 | +95.23% |
| 28 | Janus Henderson Group Plc | $1591376 | 24402 | — | NEW BUY |
| 29 | Hancock Whitney Corp | $1490961 | 22864 | +14 | +0.06% |
| 30 | M&T Bank Corp | $1478247 | 18546 | +8859 | +91.45% |
| 31 | Banco Bilbao Vizcaya Argentaria, S.A. | $545742 | 8369 | — | NEW BUY |
| 32 | Equitable Holdings, Inc. | $513258 | 6533 | — | NEW BUY |
| 33 | Nomura Holdings Inc | $499183 | 7655 | — | NEW BUY |
| 34 | Regions Financial Corp | $254515 | 3903 | +1075 | +38.01% |
| 35 | Tompkins Financial Corp | $7238 | 111 | — | Held |
| 36 | Amalgamated Financial Corp. | $5974 | 82658 | — | NEW BUY |
| 37 | Atlantic Union Bankshares Corp | $3029 | 38 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.