Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 642 holders are listed, largest first: 642
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.2B
holders whose share count rose or who opened the position (new + add), by shares: 320
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 149

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$100K–$250K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed BRO — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).