Who holds BROticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BROWN & BROWN INC · COM · quarter ended 2026-03-31 · 12 members disclosed BRO ↗

642

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$16.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

320

addsholders whose share count rose or who opened the position (new + add), by shares

149

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BRO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	21,916,747	+145,802	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	18,921,240	—	no prior
3	Capital World Investors	$1.1B	16,493,922	−1,392,473	trim
4	FMR LLC	$1.0B	16,050,696	+5,514,133	add
5	PRINCIPAL FINANCIAL GROUP INC	$1.0B	15,608,720	+246,172	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$951M	14,586,476	—	no prior
7	STATE STREET CORP	$898M	13,776,462	+372,648	add
8	First Eagle Investment Management, LLC	$575M	8,823,162	+8,823,162	new
9	GEODE CAPITAL MANAGEMENT, LLC	$529M	8,138,153	+185,196	add
10	Select Equity Group, L.P.	$523M	8,022,123	−1,412,679	trim
11	DEUTSCHE BANK AG\	$274M	4,202,034	+272,573	add
12	Capital Research Global Investors	$254M	3,891,662	+3,891,662	new
13	BANK OF AMERICA CORP /DE/	$236M	3,623,179	+1,128,417	add
14	ROYAL BANK OF CANADA	$233M	3,569,784	+173,320	add
15	Invesco Ltd.	$227M	3,481,309	+622,888	add
16	MORGAN STANLEY	$212M	3,244,972	−1,375,150	trim
17	WELLS FARGO & COMPANY/MN	$196M	2,998,461	−10,599	trim
18	Capital International Investors	$170M	2,610,500	−2,052,665	trim
19	Allspring Global Investments Holdings, LLC	$164M	2,544,886	−257,441	trim
20	NORTHERN TRUST CORP	$160M	2,448,762	−7,410	trim
21	Madison Asset Management, LLC	$150M	2,307,622	+320,512	add
22	FENIMORE ASSET MANAGEMENT INC	$145M	2,223,136	+39,625	add
23	ProShare Advisors LLC	$143M	2,187,864	+338,191	add
24	UBS Group AG	$121M	1,855,365	−116,893	trim
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$119M	1,827,462	+73,886	add
26	DIMENSIONAL FUND ADVISORS LP	$112M	1,710,837	−12,552	trim
27	VANGUARD FIDUCIARY TRUST CO	$107M	1,646,933	—	no prior
28	GOBI CAPITAL LLC	$106M	1,621,046	+192,369	add
29	RENAISSANCE TECHNOLOGIES LLC	$103M	1,573,902	+499,902	add
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$100M	1,537,185	+1,537,185	new
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$98.7M	1,513,122	+22,367	add
32	Polar Capital Holdings Plc	$93.9M	1,440,000	+515,000	add
33	Bank of New York Mellon Corp	$90.7M	1,391,069	+1,941	add
34	Tandem Investment Advisors, Inc.	$77.3M	1,185,144	−106,674	trim
35	TWO SIGMA INVESTMENTS, LP	$76.0M	1,165,284	+1,165,284	new
36	Legal & General Group Plc	$72.5M	1,111,830	−424	trim
37	Verition Fund Management LLC	$70.9M	1,087,074	+159,013	add
38	CITADEL ADVISORS LLC	$64.3M	986,733	+873,974	add
39	Champlain Investment Partners, LLC	$63.1M	968,274	−131,036	trim
40	STOREBRAND ASSET MANAGEMENT AS	$61.7M	945,700	—	no prior
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$57.0M	873,340	+829,868	add
42	RAYMOND JAMES FINANCIAL INC	$55.8M	855,778	−152,354	trim
43	Swiss National Bank	$55.5M	851,700	+58,100	add
44	BARR E S & CO	$53.5M	819,847	+457,178	add
45	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$50.1M	768,395	−343,212	trim
46	Giverny Capital Inc.	$49.3M	755,269	−17,251	trim
47	CITIGROUP INC	$48.3M	740,531	+327,552	add
48	Sumitomo Mitsui Trust Group, Inc.	$46.4M	710,890	−122,155	trim
49	Mitsubishi UFJ Asset Management Co., Ltd.	$46.3M	710,734	+38,999	add
50	NORDEA INVESTMENT MANAGEMENT AB	$46.3M	717,365	−28,595	trim
51	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$46.1M	706,249	+706,249	new
52	ROYAL LONDON ASSET MANAGEMENT LTD	$45.6M	698,522	+6,948	add
53	Vest Financial, LLC	$43.3M	663,305	+110,311	add
54	Dundas Partners LLP	$43.0M	659,990	−6,813	trim
55	Quantum Capital Management, LLC / NJ	$41.8M	641,613	−8,242	trim
56	Vanguard Global Advisers, LLC	$41.7M	640,186	—	no prior
57	Nuveen, LLC	$39.6M	607,781	+7,271	add
58	Amundi	$38.6M	592,073	+23,967	add
59	NOMURA ASSET MANAGEMENT CO LTD	$38.1M	583,979	+80,720	add
60	HSBC HOLDINGS PLC	$37.6M	576,256	−645,218	trim
61	PFA Pension, Forsikringsaktieselskab	$37.6M	575,878	+575,878	new
62	SCHWARTZ INVESTMENT COUNSEL INC	$36.2M	555,400	0	no change
63	SNYDER CAPITAL MANAGEMENT L P	$35.7M	547,703	−7,589	trim
64	ENVESTNET ASSET MANAGEMENT INC	$34.0M	521,540	−103,565	trim
65	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$33.5M	513,153	−92,416	trim
66	Gotham Asset Management, LLC	$33.3M	510,021	+209,491	add
67	Artisan Partners Limited Partnership	$33.0M	506,724	+506,724	new
68	VANGUARD ASSET MANAGEMENT, Ltd	$33.0M	506,473	—	no prior
69	National Pension Service	$32.8M	502,594	+502,594	new
70	Korea Investment CORP	$30.2M	463,838	+313,540	add
71	EULAV Asset Management	$29.0M	444,900	0	no change
72	Mitsubishi UFJ Trust & Banking Corp	$28.6M	438,147	+15,763	add
73	Clarkston Capital Partners, LLC	$27.1M	414,861	−139,199	trim
74	Local Pensions Partnership Investment Ltd	$26.5M	406,000	0	no change
75	BANK OF MONTREAL /CAN/	$26.3M	404,029	−63,507	trim
76	CONFLUENCE INVESTMENT MANAGEMENT LLC	$26.3M	403,060	−8,959	trim
77	OSTERWEIS CAPITAL MANAGEMENT INC	$25.9M	397,311	−28,435	trim
78	SEI INVESTMENTS CO	$24.6M	376,761	−194,225	trim
79	ALLIANCEBERNSTEIN L.P.	$23.6M	296,581	−12,253	trim
80	STIFEL FINANCIAL CORP	$23.3M	357,354	+60,221	add
81	PhiloSmith Capital Corp	$22.7M	347,450	+30,000	add
82	CIBC Asset Management Inc	$22.6M	347,844	−84,548	trim
83	Cresset Asset Management, LLC	$22.0M	337,486	+28,931	add
84	AMERIPRISE FINANCIAL INC	$20.3M	311,112	+37,170	add
85	FEDERATED HERMES, INC.	$20.0M	306,536	+294,440	add
86	KEYBANK NATIONAL ASSOCIATION/OH	$19.6M	300,387	+285,098	add
87	LPL Financial LLC	$18.1M	277,031	−413	trim
88	FULLER & THALER ASSET MANAGEMENT, INC.	$17.8M	273,684	+152,924	add
89	DIAMOND HILL CAPITAL MANAGEMENT INC	$16.9M	258,927	+179,230	add
90	Distillate Capital Partners LLC	$16.3M	250,363	+82,303	add
91	AVIVA PLC	$16.1M	247,213	+7,671	add
92	Pictet Asset Management Holding SA	$15.6M	239,018	−19,123	trim
93	DF DENT & CO INC	$15.2M	232,798	−154,157	trim
94	APG Asset Management N.V.	$15.1M	266,399	+5,012	add
95	MACKENZIE FINANCIAL CORP	$14.8M	226,252	+53,400	add
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$14.7M	225,741	0	no change
97	VICTORY CAPITAL MANAGEMENT INC	$14.2M	218,218	+75,703	add
98	Heron Bay Capital Management	$14.2M	217,602	+128,412	add
99	Summit Wealth Partners, LLC	$13.2M	201,700	0	no change
100	DANSKE BANK A/S	$13.1M	200,963	−1,400	trim
101	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$13.0M	199,093	+67,350	add
102	Running Oak Capital LLC	$12.6M	193,695	+25,552	add
103	JACKSON HILL ADVISORS, LLC	$12.1M	186,000	+16,000	add
104	Candriam S.C.A.	$12.1M	185,909	−21,414	trim
105	BAILLIE GIFFORD & CO	$12.1M	185,163	+19,002	add
106	TRUIST FINANCIAL CORP	$11.7M	180,172	−69,132	trim
107	Aberdeen Group plc	$11.6M	177,983	+4,368	add
108	Creative Planning	$11.6M	177,258	+77,803	add
109	STATE OF WISCONSIN INVESTMENT BOARD	$11.4M	175,013	+14,558	add
110	MILLENNIUM MANAGEMENT LLC	$10.9M	167,415	−581,195	trim
111	Squarepoint Ops LLC	$10.7M	163,650	−149,129	trim
112	Quantinno Capital Management LP	$10.6M	161,907	+48,870	add
113	Sanctuary Advisors, LLC	$10.4M	159,480	+1,230	add
114	River Road Asset Management, LLC	$10.2M	157,107	+157,107	new
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$10.1M	155,448	−1,886,289	trim
116	Taikang Asset Management (Hong Kong) Co Ltd	$9.8M	150,136	+29,791	add
117	Chevy Chase Trust Holdings, LLC	$9.5M	145,727	−4,639	trim
118	KENNEDY CAPITAL MANAGEMENT LLC	$9.4M	144,850	+56,891	add
119	Vanguard Investments Australia, Ltd.	$9.4M	144,823	—	no prior
120	FORA Capital, LLC	$9.4M	143,923	+126,152	add
121	MATTERN CAPITAL MANAGEMENT, LLC	$9.3M	142,695	+5,309	add
122	PRUDENTIAL FINANCIAL INC	$9.2M	141,144	−2,770	trim
123	ExodusPoint Capital Management, LP	$9.0M	137,499	−57,298	trim
124	NEW YORK STATE COMMON RETIREMENT FUND	$8.9M	136,418	−3,000	trim
125	TD ASSET MANAGEMENT INC	$8.8M	134,606	−763	trim
126	Universal- Beteiligungs- und Servicegesellschaft mbH	$8.8M	133,535	−38,983	trim
127	EXCHANGE TRADED CONCEPTS, LLC	$8.6M	132,127	+131,572	add
128	Channing Capital Management, LLC	$8.6M	131,922	+36,655	add
129	Resona Asset Management Co.,Ltd.	$8.5M	130,432	+3,439	add
130	OMERS ADMINISTRATION Corp	$8.3M	127,485	+2,814	add
131	FRANKLIN RESOURCES INC	$8.2M	126,328	+1,042	add
132	CIBC Bancorp USA Inc.	$8.1M	123,613	—	no prior
133	1832 Asset Management L.P.	$8.0M	123,301	−41,676	trim
134	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.0M	123,245	+123,245	new
135	Asset Management One Co., Ltd.	$7.9M	121,271	−3,547	trim
136	BALYASNY ASSET MANAGEMENT L.P.	$7.8M	119,212	+92,611	add
137	COMMONWEALTH EQUITY SERVICES, LLC	$7.7M	118,788	+3,471	add
138	UMB Bank, n.a.	$7.7M	118,550	−326	trim
139	Tredje AP-fonden	$7.7M	117,770	+84,331	add
140	Redwood Grove Capital, LLC	$7.6M	116,400	+24,400	add
141	Courant Investment Management LLC	$7.6M	116,397	+116,397	new
142	TORONTO DOMINION BANK	$7.6M	116,373	−12,116	trim
143	EdgePoint Investment Group Inc.	$7.4M	113,500	+113,500	new
144	Hi-Line Capital Management, LLC	$7.4M	113,242	+113,242	new
145	GHP Investment Advisors, Inc.	$7.1M	109,124	+12,196	add
146	LOUNTZIS ASSET MANAGEMENT, LLC	$7.0M	107,561	−78	trim
147	YOUSIF CAPITAL MANAGEMENT, LLC	$7.0M	106,941	+3,617	add
148	KLP KAPITALFORVALTNING AS	$6.6M	101,700	0	no change
149	SPRING CAPITAL MANAGEMENT, LLC	$6.6M	101,227	−404	trim
150	State of New Jersey Common Pension Fund D	$6.4M	97,657	−1,131	trim
151	Kingsview Wealth Management, LLC	$6.2M	95,689	+92,031	add
152	WELLINGTON MANAGEMENT GROUP LLP	$6.1M	93,263	−28,183	trim
153	Connor, Clark & Lunn Investment Management Ltd.	$6.0M	92,165	+88,782	add
154	OSAIC HOLDINGS, INC.	$5.9M	92,766	−61,116	trim
155	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.9M	89,986	−1,008,172	trim
156	Holocene Advisors, LP	$5.8M	89,325	+89,325	new
157	Lansforsakringar Fondforvaltning AB (publ)	$5.8M	89,091	+520	add
158	Marks Group Wealth Management, Inc	$5.7M	86,972	+6,371	add
159	Pictet North America Advisors SA	$5.6M	86,393	−5,732	trim
160	US BANCORP \DE\	$5.6M	85,656	−2,202	trim
161	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.4M	83,239	+8,335	add
162	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.4M	82,722	−4,200	trim
163	BNP Paribas Asset Management Holding S.A.	$5.3M	81,749	−196,190	trim
164	COOPER INVESTORS PTY LTD	$5.3M	81,433	−11,107	trim
165	Czech National Bank	$5.2M	79,732	+2,309	add
166	Arizona State Retirement System	$5.1M	78,867	−601	trim
167	Mirae Asset Global Investments Co., Ltd.	$4.8M	73,801	+15,481	add
168	XTX Topco Ltd	$4.7M	71,980	+30,242	add
169	LBP AM SA	$4.7M	71,629	+71,629	new
170	KELLEHER FINANCIAL ADVISORS	$4.7M	42,048	+42,048	new
171	Rafferty Asset Management, LLC	$4.6M	71,174	−18,403	trim
172	Triad Investment Management	$4.6M	70,885	+16,763	add
173	MetLife Investment Management, LLC	$4.5M	69,620	−2,159	trim
174	SAWGRASS ASSET MANAGEMENT LLC	$4.5M	69,482	−1,647	trim
175	Rockefeller Capital Management L.P.	$4.5M	69,323	+6,825	add
176	Capital International, Inc./CA/	$4.5M	69,297	+4,417	add
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.4M	68,197	−101	trim
178	GUGGENHEIM CAPITAL LLC	$4.4M	67,927	−3,825	trim
179	AQR CAPITAL MANAGEMENT LLC	$4.3M	66,622	−68,713	trim
180	FIFTH THIRD BANCORP	$4.3M	65,788	+54,305	add
181	NATIONAL BANK OF CANADA /FI/	$4.2M	64,987	−69,738	trim
182	PARNASSUS INVESTMENTS, LLC	$4.2M	64,113	−6,140,616	trim
183	DnB Asset Management AS	$4.1M	62,917	+4,929	add
184	FIL Ltd	$4.1M	62,312	−217,259	trim
185	Retirement Systems of Alabama	$4.1M	62,169	−295	trim
186	Westbourne Investment Advisors, Inc.	$4.0M	62,099	−1,750	trim
187	SEB Asset Management AB	$3.9M	59,654	—	no prior
188	BENJAMIN EDWARDS INC	$3.9M	59,590	+5,982	add
189	Ensign Peak Advisors, Inc	$3.8M	58,761	+6,477	add
190	VOYA INVESTMENT MANAGEMENT LLC	$3.8M	57,909	−43,314	trim
191	Stonebridge Financial Group, LLC	$3.7M	57,441	−1,871	trim
192	MUFG Securities EMEA plc	$3.7M	57,425	0	no change
193	Y-Intercept (Hong Kong) Ltd	$3.7M	56,477	−55,448	trim
194	&PARTNERS	$3.7M	55,777	+10,184	add
195	XPONANCE LLC	$3.6M	54,663	+6,709	add
196	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$3.6M	54,440	0	no change
197	Daiwa Securities Group Inc.	$3.4M	52,736	+2,603	add
198	NISA INVESTMENT ADVISORS, LLC	$3.4M	52,481	−337	trim
199	AGF MANAGEMENT LTD	$3.4M	52,416	+15,478	add
200	BANK OF NOVA SCOTIA	$3.3M	50,761	−21,386	trim
201	NewEdge Advisors, LLC	$3.2M	49,549	+49,549	new
202	IFM Investors Pty Ltd	$3.2M	49,398	−3,221	trim
203	Southeast Asset Advisors, LLC	$3.2M	49,080	+397	add
204	Corient Private Wealth LLC	$3.1M	47,436	−498,200	trim
205	Utah Retirement Systems	$3.0M	46,387	−226	trim
206	Walleye Capital LLC	$2.9M	44,825	−24,586	trim
207	Vanguard Personalized Indexing Management, LLC	$2.9M	44,062	+11,951	add
208	PARK NATIONAL CORP /OH/	$2.9M	44,008	−667	trim
209	Rakuten Investment Management, Inc.	$2.8M	43,321	+4,865	add
210	STEPHENS INC /AR/	$2.7M	41,969	−2,059	trim
211	Davidson Kahn Capital Management, LLC	$2.7M	41,850	+8,560	add
212	NEOS Investment Management LLC	$2.7M	41,697	+10,483	add
213	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.7M	41,072	+1,091	add
214	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.6M	40,603	+409	add
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	39,998	−11,305	trim
216	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.6M	39,495	+1,136	add
217	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.5M	38,767	−505	trim
218	COLDSTREAM CAPITAL MANAGEMENT INC	$2.5M	38,702	+9,451	add
219	Cerity Partners LLC	$2.5M	37,771	−13,499	trim
220	Legacy Financial Strategies, LLC	$2.4M	36,974	+2,762	add
221	Cetera Investment Advisers	$2.4M	36,804	+311	add
222	Ethic Inc.	$2.4M	36,597	+13,151	add
223	UniSuper Management Pty Ltd	$2.3M	35,981	+1,451	add
224	Integrity Financial Corp /WA	$2.3M	35,778	+1	add
225	CREDIT AGRICOLE S A	$2.3M	35,728	−82,428	trim
226	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.3M	35,109	−15,805	trim
227	CRAWFORD INVESTMENT COUNSEL INC	$2.2M	34,379	+5,629	add
228	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	33,552	−100	trim
229	Summit Trail Advisors, LLC	$2.2M	33,487	+12,932	add
230	Steward Partners Investment Advisory, LLC	$2.1M	32,165	+3,897	add
231	Tidal Investments LLC	$2.1M	31,796	+12,564	add
232	Prospera Financial Services Inc	$2.0M	31,065	+8,940	add
233	Jain Global LLC	$2.0M	30,958	−812,057	trim
234	INTECH INVESTMENT MANAGEMENT LLC	$2.0M	30,914	−20,926	trim
235	Delta Global Management LP	$2.0M	30,835	+4,607	add
236	Capital International Sarl	$2.0M	30,813	+6,543	add
237	OP Asset Management Ltd	$2.0M	30,640	—	no prior
238	Carnegie Investment Counsel	$2.0M	30,440	+30,440	new
239	HighTower Advisors, LLC	$2.0M	30,193	+144	add
240	Avanza Fonder AB	$2.0M	30,139	0	no change
241	Pathstone Holdings, LLC	$1.9M	29,610	+5,851	add
242	Elser Financial Planning, Inc	$1.9M	29,512	−21	trim
243	Empowered Funds, LLC	$1.9M	28,905	+28,905	new
244	Swiss Life Asset Management Ltd	$1.8M	28,317	+5,681	add
245	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.8M	28,221	−93	trim
246	TD Waterhouse Canada Inc.	$1.8M	28,425	+28,206	add
247	Invst, LLC	$1.8M	28,021	+3,849	add
248	WealthPlan Investment Management, LLC	$1.8M	27,151	−19,449	trim
249	Maridea Wealth Management LLC	$1.7M	26,670	+3,228	add
250	Atria Investments, Inc	$1.7M	26,610	+6,404	add
251	Ironwood Investment Counsel, LLC	$1.7M	26,338	−25	trim
252	Ironvine Capital Partners, LLC	$1.7M	25,877	+5,909	add
253	Jones Kertz & Associates, Inc.	$1.7M	25,860	+25,860	new
254	Savant Capital, LLC	$1.6M	24,804	+196	add
255	Janus Henderson Group Ltd.	$1.6M	24,402	−1,754	trim
256	Nicholson Wealth Management Group, LLC	$1.6M	24,325	+1,755	add
257	SALEM INVESTMENT COUNSELORS INC	$1.6M	24,000	0	no change
258	Harbor Advisors LLC	$1.6M	24,000	0	no change
259	HANCOCK WHITNEY CORP	$1.5M	22,864	+22,864	new
260	Third View Private Wealth, LLC	$1.5M	22,569	+2,704	add
261	Ameritas Investment Partners, Inc.	$1.4M	21,799	+4,096	add
262	WCM INVESTMENT MANAGEMENT, LLC	$1.4M	21,561	+2,496	add
263	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.4M	21,534	+867	add
264	CACTI ASSET MANAGEMENT LLC	$1.4M	21,000	0	no change
265	Investment Management Corp of Ontario	$1.4M	20,782	+1,300	add
266	Inspire Investing, LLC	$1.3M	20,232	+16,121	add
267	WealthPLAN Partners, LLC	$1.3M	19,992	−10,499	trim
268	Fairbanks Capital Management, Inc.	$1.3M	19,655	−483	trim
269	Allianz Asset Management GmbH	$1.3M	19,343	−5,371	trim
270	FIDUCIARY TRUST CO	$1.3M	19,259	−1,318	trim
271	Boston Partners	$1.3M	19,180	+1,928	add
272	MGO ONE SEVEN LLC	$1.2M	18,980	−1,428	trim
273	Lido Advisors, LLC	$1.2M	18,946	−306	trim
274	MACQUARIE GROUP LTD	$1.2M	18,369	−2,497	trim
275	AXQ CAPITAL, LP	$1.2M	18,249	+11,670	add
276	PENINSULA ASSET MANAGEMENT INC	$1.2M	18,165	+3,620	add
277	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	18,009	−443,558	trim
278	MIZUHO SECURITIES USA LLC	$1.2M	17,699	−3,681	trim
279	AMERIFLEX GROUP, INC.	$1.1M	17,525	0	no change
280	AIGEN INVESTMENT MANAGEMENT, LP	$1.1M	17,278	+17,278	new
281	Pullen Investment Management, LLC	$1.1M	17,214	+17,214	new
282	Cyndeo Wealth Partners, LLC	$1.1M	16,844	+1,287	add
283	Callan Family Office, LLC	$1.1M	16,782	−3,335	trim
284	Roundview Capital LLC	$1.1M	16,643	−7,025	trim
285	Eurizon Capital SGR S.p.A.	$1.1M	16,624	−92	trim
286	EVERMAY WEALTH MANAGEMENT LLC	$1.1M	16,495	0	no change
287	Norinchukin Bank, The	$1.0M	15,933	−71	trim
288	CANADA PENSION PLAN INVESTMENT BOARD	$1.0M	15,717	−793	trim
289	Metis Global Partners, LLC	$1.0M	15,677	−1,279	trim
290	CVFG LLC	$1.0M	15,494	+15,494	new
291	CIM, LLC	$989K	15,163	−19,133	trim
292	Monte Financial Group, LLC	$989K	15,161	+3,453	add
293	HB Wealth Management, LLC	$970K	14,877	+951	add
294	M&T BANK CORP	$952K	14,605	−3,941	trim
295	iSAM Funds (UK) Ltd	$947K	14,526	+14,526	new
296	MERCER GLOBAL ADVISORS INC /ADV	$935K	14,340	+1,820	add
297	Tower Research Capital LLC (TRC)	$932K	14,291	+8,004	add
298	Vident Advisory, LLC	$926K	14,194	+6,240	add
299	TWO SIGMA SECURITIES, LLC	$916K	14,044	+14,044	new
300	MARKEL GROUP INC.	$913K	14,000	+3,000	add
301	Maryland State Retirement & Pension System	$907K	13,909	0	no change
302	CHOREO, LLC	$902K	13,838	−1,913	trim
303	AG2R LA MONDIALE GESTION D'ACTIFS	$901K	13,815	+183	add
304	GREENLEAF TRUST	$892K	13,685	−1,463	trim
305	GLENMEDE TRUST CO NA	$883K	13,547	−6,144	trim
306	Wealthfront Advisers LLC	$869K	13,332	−1,149	trim
307	ING GROEP NV	$867K	13,297	−255	trim
308	Federation des caisses Desjardins du Quebec	$867K	13,290	+2,757	add
309	Cannell & Spears LLC	$866K	13,284	+701	add
310	Capital Investment Advisors, LLC	$845K	12,956	−522	trim
311	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$844K	12,796	−4,985	trim
312	Compass Ion Advisors, LLC	$834K	12,794	+1,120	add
313	CATHY PARETO & ASSOCIATES, INC	$832K	12,762	−15	trim
314	Trueblood Wealth Management, LLC	$819K	12,558	−7,117	trim
315	Summit Financial, LLC	$788K	12,091	−20,041	trim
316	Cross Staff Investments Inc	$788K	12,081	+81	add
317	OCCUDO QUANTITATIVE STRATEGIES LP	$780K	12,975	+12,975	new
318	Crossmark Global Holdings, Inc.	$766K	11,747	—	no prior
319	Concurrent Investment Advisors, LLC	$766K	11,744	−3,382	trim
320	TOKIO MARINE ASSET MANAGEMENT CO LTD	$764K	11,721	0	no change
321	B. Metzler seel. Sohn & Co. AG	$758K	11,630	−8	trim
322	Gilbert & Cook, Inc.	$758K	11,622	+420	add
323	Diversified Trust Co	$751K	11,520	+595	add
324	Sequoia Financial Advisors, LLC	$747K	11,460	−2,334	trim
325	Benchmark Investment Advisors LLC	$742K	11,377	—	no prior
326	Resonant Capital Advisors, LLC	$740K	11,341	+1,024	add
327	Osmosis Investment Management UK Ltd	$734K	11,262	+6,240	add
328	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$731K	11,212	+11,212	new
329	Wealthcare Advisory Partners LLC	$727K	11,150	−2,455	trim
330	SCHRODER INVESTMENT MANAGEMENT GROUP	$722K	11,071	−4,279	trim
331	Live Oak Private Wealth LLC	$715K	10,965	−258	trim
332	FIRST TRUST ADVISORS LP	$715K	10,964	−497	trim
333	Brevan Howard Capital Management LP	$715K	10,957	+10,957	new
334	EQUITABLE TRUST CO	$711K	10,901	+182	add
335	Chaney Capital Management, Inc.	$708K	10,864	0	no change
336	Brooklyn Investment Group	$706K	10,823	−6,467	trim
337	Saudi Central Bank	$699K	10,712	+10,712	new
338	Texas Yale Capital Corp.	$694K	10,638	+4,568	add
339	Greenfield Seitz Capital Management, LLC	$691K	10,600	0	no change
340	Banque Cantonale Vaudoise	$686K	10,521	−2,821	trim
341	SECURED RETIREMENT ADVISORS, LLC	$672K	10,302	+10,302	new
342	Numerai GP LLC	$668K	10,244	+5,747	add
343	E. Ohman J:or Asset Management AB	$665K	10,194	−1,376	trim
344	Parkwoods Wealth Partners, LLC	$655K	10,052	−3	trim
345	Penobscot Investment Management Company, Inc.	$655K	10,049	−10,714	trim
346	HARMONY ASSET MANAGEMENT LLC	$652K	10,000	0	no change
347	Access Investment Management LLC	$652K	10,000	0	no change
348	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$641K	9,823	+3,843	add
349	Advisory Alpha, LLC	$638K	9,787	+1,731	add
350	Radnor Capital Management, LLC	$636K	9,760	+140	add
351	NATIXIS	$636K	9,749	+9,749	new
352	Glenview Trust Co	$631K	9,682	+816	add
353	PANAGORA ASSET MANAGEMENT INC	$627K	9,618	−5,917	trim
354	Vestmark Advisory Solutions, Inc.	$626K	9,594	+9,594	new
355	Occidental Asset Management, LLC	$623K	9,548	−43	trim
356	PRINCIPAL SECURITIES, INC.	$620K	9,509	−1,121	trim
357	WEDGE CAPITAL MANAGEMENT L L P/NC	$614K	9,409	−5,423	trim
358	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$611K	9,368	−14	trim
359	CenterBook Partners LP	$607K	9,315	+1,000	add
360	SFM, LLC	$599K	9,178	+2,944	add
361	AE Wealth Management LLC	$597K	9,152	−4,306	trim
362	Proficio Capital Partners LLC	$588K	9,019	+2	add
363	Hyperion Capital Advisors LP	$580K	8,900	+1,400	add
364	Bank Pictet & Cie (Europe) AG	$580K	8,890	0	no change
365	COMMERCE BANK	$575K	8,822	−116	trim
366	Sterling Capital Management LLC	$573K	8,787	−105,248	trim
367	MML INVESTORS SERVICES, LLC	$571K	8,756	−14,631	trim
368	Aptus Capital Advisors, LLC	$557K	8,540	−877	trim
369	CWC Advisors, LLC.	$553K	8,484	+289	add
370	Independent Advisor Alliance	$553K	8,481	−25,324	trim
371	PRUDENTIAL PLC	$552K	8,460	−7,169	trim
372	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$546K	8,369	+23	add
373	North Dakota State Investment Board	$544K	8,347	−1,208	trim
374	Keyes, Stange & Wooten Wealth Management, LLC	$539K	8,273	+312	add
375	CWM, LLC	$537K	8,239	−1,986	trim
376	TWINBEECH CAPITAL LP	$529K	8,119	+8,119	new
377	MUFG SECURITIES AMERICAS INC.	$528K	8,101	+191	add
378	SUMMITRY LLC	$527K	8,086	+8,086	new
379	Atlas Legacy Advisors, LLC	$526K	8,060	−90	trim
380	Polymer Capital Management (US) LLC	$525K	8,045	+8,045	new
381	SECURIAN ASSET MANAGEMENT, INC	$514K	7,884	−100	trim
382	Equitable Holdings, Inc.	$513K	6,533	+2,350	add
383	OXFORD ASSET MANAGEMENT LLP	$505K	7,746	+7,746	new
384	Global X Japan Co., Ltd.	$502K	7,700	+1,228	add
385	Balefire, LLC	$500K	7,668	+7,668	new
386	NOMURA HOLDINGS INC	$499K	7,655	−415	trim
387	Verdence Capital Advisors LLC	$497K	7,622	+449	add
388	Vise Technologies, Inc.	$486K	6,097	0	no change
389	Laird Norton Wetherby Trust Company, LLC	$485K	7,443	−2,281	trim
390	Brookstone Capital Management	$481K	7,379	−105	trim
391	Aware Super Pty Ltd as trustee of Aware Super	$477K	7,308	—	no prior
392	EP Wealth Advisors, LLC	$466K	7,145	−1,654	trim
393	DAVENPORT & Co LLC	$464K	7,115	−22,284	trim
394	Copeland Capital Management, LLC	$463K	7,105	−94,458	trim
395	D. E. Shaw & Co., Inc.	$463K	7,100	−51,234	trim
396	SevenBridge Financial Group, LLC	$456K	6,721	0	no change
397	Hennion & Walsh Asset Management, Inc.	$455K	6,974	−120	trim
398	Moors & Cabot, Inc.	$452K	6,934	+80	add
399	Odyssean, LLC	$449K	6,878	+6,878	new
400	STUDIO INVESTMENT MANAGEMENT LLC	$448K	6,865	+6,865	new
401	SummitTX Capital, L.P.	$448K	6,863	−6,527	trim
402	Xcel Wealth Management, LLC	$446K	6,834	0	no change
403	Talon Private Wealth, LLC	$439K	6,735	—	no prior
404	Wealthspire Retirement, LLC	$436K	6,682	−53	trim
405	TICINO WEALTH	$433K	5,961	−2,125	trim
406	Holland Advisory Services, Inc.	$419K	6,427	−637	trim
407	RITHOLTZ WEALTH MANAGEMENT	$409K	6,269	+6,269	new
408	Baker Avenue Asset Management, LP	$405K	6,218	−3,030	trim
409	OPPENHEIMER ASSET MANAGEMENT INC.	$401K	6,148	−8,629	trim
410	Pine Valley Investments Ltd Liability Co	$401K	6,144	+1,137	add
411	Waverly Advisors, LLC	$397K	6,095	+631	add
412	AssuredPartners Investment Advisors, LLC	$397K	5,973	−2,408	trim
413	BBR PARTNERS, LLC	$391K	5,996	+5,996	new
414	Kestra Advisory Services, LLC	$390K	5,983	−3,733	trim
415	RWA WEALTH PARTNERS, LLC	$388K	5,944	0	no change
416	Leonteq Securities AG	$383K	5,866	−1,334	trim
417	GATEWAY INVESTMENT ADVISERS LLC	$381K	5,844	+721	add
418	Engineers Gate Manager LP	$381K	5,840	−289	trim
419	Vontobel Holding Ltd.	$378K	5,802	+615	add
420	EVERGREEN CAPITAL MANAGEMENT LLC	$374K	5,739	+2,674	add
421	Woodline Partners LP	$372K	5,702	+5,702	new
422	Revisor Wealth Management LLC	$371K	5,528	+764	add
423	Advisor OS, LLC	$370K	5,681	+219	add
424	EVOLVE PRIVATE WEALTH, LLC	$369K	5,664	+1,938	add
425	S-Bank Fund Management Ltd	$365K	5,604	−208	trim
426	MJP ASSOCIATES INC /ADV	$363K	5,560	+310	add
427	MIRABELLA FINANCIAL SERVICES LLP	$352K	5,395	+5,395	new
428	JOURNEY STRATEGIC WEALTH LLC	$351K	5,376	+933	add
429	Centennial Bank/AR/	$347K	5,324	0	no change
430	Apollon Wealth Management, LLC	$340K	5,208	+2,096	add
431	BOOTHBAY FUND MANAGEMENT, LLC	$339K	5,195	+2,671	add
432	Mutual Advisors, LLC	$337K	5,162	+17	add
433	BOK Financial Private Wealth, Inc.	$336K	5,148	−235	trim
434	FIDELIS CAPITAL PARTNERS, LLC	$333K	5,104	−378	trim
435	Dai-ichi Life Insurance Company, Ltd	$331K	5,083	−345	trim
436	SIGNATUREFD, LLC	$327K	5,014	+2,064	add
437	PHILLIPS FINANCIAL MANAGEMENT, LLC	$323K	4,949	−111	trim
438	RMR Capital Management, LLC	$321K	4,918	−2,780	trim
439	JANE STREET GROUP, LLC	$316K	4,848	−5,235	trim
440	Gibbs Wealth Management	$313K	4,804	+763	add
441	Blue Zone Wealth Advisors, LLC	$313K	4,800	+4,800	new
442	Forum Private Client Group LLC	$299K	4,579	−29	trim
443	WBI INVESTMENTS, LLC	$297K	4,555	−19,351	trim
444	FIRST NATIONAL BANK OF OMAHA	$294K	4,516	−36,467	trim
445	NORTHBRIDGE FINANCIAL GROUP, LLC	$294K	4,352	+4,352	new
446	Meeder Advisory Services, Inc.	$294K	4,502	+852	add
447	STRATEGY ASSET MANAGERS LLC	$290K	4,450	+786	add
448	BROWN ADVISORY INC	$288K	4,417	−9,905	trim
449	Legacy Capital Wealth Partners, LLC	$285K	4,373	−829	trim
450	TEACHER RETIREMENT SYSTEM OF TEXAS	$283K	4,347	−5,257	trim
451	FOUNDATIONS INVESTMENT ADVISORS, LLC	$283K	4,343	−1,453	trim
452	Apriem Advisors	$283K	4,343	0	no change
453	Assenagon Asset Management S.A.	$282K	4,321	−8,607	trim
454	TEMA ETFS LLC	$281K	4,302	+21	add
455	Serenity Investment Advisors	$280K	4,851	—	no prior
456	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$279K	4,285	+4,285	new
457	OpenArc Corporate Advisory, LLC	$277K	4,253	+1,089	add
458	ASR Vermogensbeheer N.V.	$275K	4,214	+98	add
459	Belpointe Asset Management LLC	$270K	4,141	−146	trim
460	Siemens Fonds Invest GmbH	$270K	4,140	0	no change
461	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$270K	4,134	−103	trim
462	WASHINGTON TRUST BANK	$263K	4,037	−33	trim
463	MEANS INVESTMENT CO., INC.	$261K	4,000	−152	trim
464	VELA Investment Management, LLC	$260K	3,982	+3,982	new
465	REGIONS FINANCIAL CORP	$255K	3,903	+1,075	add
466	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$246K	3,768	0	no change
467	GEORGE KAISER FAMILY FOUNDATION	$246K	3,768	0	no change
468	ARQ WEALTH ADVISORS, LLC	$243K	3,725	+3,725	new
469	Ballentine Partners, LLC	$242K	3,709	+65	add
470	Checchi Capital Advisers, LLC	$239K	3,669	+664	add
471	W.H. Cornerstone Investments Inc.	$233K	3,578	+8	add
472	QUADRANT CAPITAL GROUP LLC	$231K	3,544	+1,162	add
473	QRG CAPITAL MANAGEMENT, INC.	$230K	3,521	−20,911	trim
474	Ashton Thomas Private Wealth, LLC	$229K	3,513	−850	trim
475	XXI WEALTH, LLC	$225K	3,443	−434	trim
476	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$224K	3,442	−653	trim
477	Frank, Rimerman Advisors LLC	$224K	3,441	+517	add
478	Strategies Wealth Advisors, LLC	$224K	3,439	+3,439	new
479	Impact Capital Partners LLC	$223K	3,421	+645	add
480	World Investment Advisors	$223K	3,416	−578	trim
481	Red Door Wealth Management, LLC	$221K	3,393	+396	add
482	NORDEN GROUP LLC	$221K	3,382	−3,050	trim
483	Phillips Wealth Planners LLC	$212K	3,835	+493	add
484	ELEVATION POINT WEALTH PARTNERS, LLC	$212K	3,244	+3,244	new
485	Orion Porfolio Solutions, LLC	$210K	3,214	−315	trim
486	Blueshift Asset Management, LLC	$209K	3,202	+3,202	new
487	TOCQUEVILLE ASSET MANAGEMENT L.P.	$209K	3,200	+3,200	new
488	Venator Management LLC	$209K	3,200	+3,200	new
489	Dana Investment Advisors, Inc.	$207K	3,178	+3,178	new
490	Merit Financial Group, LLC	$206K	3,154	+345	add
491	GREAT VALLEY ADVISOR GROUP, INC.	$204K	3,133	−217	trim
492	PATTON FUND MANAGEMENT, INC.	$204K	3,123	+299	add
493	GTS SECURITIES LLC	$202K	3,102	−1,021	trim
494	Credit Capital Investments LLC	$202K	3,100	0	no change
495	Caitong International Asset Management Co., Ltd	$174K	2,673	−1,017	trim
496	ASSETMARK, INC	$171K	2,628	+1,728	add
497	MAI Capital Management	$163K	2,503	+281	add
498	Clearstead Advisors, LLC	$159K	2,435	+1,126	add
499	MATHER GROUP, LLC.	$142K	2,176	−676	trim
500	Blue Trust, Inc.	$142K	2,176	+1,354	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BRO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 2 April McClain Delaney D–MD-6, Tommy Tuberville R–AL $101K–$265K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Markel Group $34.2M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BROWN & BROWN INC

Merged timeline of congressional filings and notable-manager moves on BRO
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+209,491 sh
2026-05-01	Markel Group 13F	add	+3,000 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed BRO — the congressional view ↗