Follow-The-Filings

Security

BRO

Brown & Brown Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 exit max 1.8% (Francois Rochon - Giverny...)

grid → activity →
owners 15
max % 1.8%
tracked value $4.5B
qoq A 7 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Francois Rochon - Giverny Capital Inc. 2026 Q1 1.8% Reduce -0.25 pp 755,269 $49M hist
First Eagle Investment Management, LLC 2026 Q1 0.8% — 8,823,162 $575M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.01 pp 1,769,749 $115M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.03 pp 1,573,902 $103M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 510,021 $33M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 6,484,778 $517M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add -0.01 pp 37,634,847 $3B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 246,349 $16M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 986,733 $64M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.01 pp 119,212 $8M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 167,415 $11M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 66,622 $4M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 7,100 $463 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 3,098 $202 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 242 $16 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 22,749 $2M hist

15 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.26B $4.8B $5.9B
Gross profit — — —
Gross margin — — —
Net income $870.5M $993M $1.05B
Net margin * 20.4% 20.7% 17.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.13B $6.92B $8.61B
Total non-current assets * $9.75B $10.69B $21.38B
Total assets $14.88B $17.61B $29.99B
Total current liabilities $4.96B $6.31B $8.29B
Total non-current liabilities — — —
Total equity $5.58B — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.01B $1.17B $1.45B
Cash from investing -$587M -$898M -$7.91B
Cash from financing -$186.7M -$64M $7.71B
Net change in cash $269.7M $199M $1.31B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders