Brown & Brown Inc (BRO) 13F Filing Data & Analysis (Q2 2026)

BRO ranks #647 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BRO is a top-conviction position for Quantum Capital Management, LLC / NJ — at 7.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BRO belongs to BlackRock, Inc., but the position matters far more to Quantum Capital Management, LLC / NJ, who has 7.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wealth Enhancement Advisory Services, LLC has added to its BRO position for two straight quarters, increasing it by $2.3M to reach $3.2M today.

Triad Investment Management has trimmed its BRO position for two straight quarters, cutting it by $11.1M while still holding $3.8M.

BRO is down 0.3% today, but institutions show net buying of $2.1B this quarter — a divergence between today's price move and the underlying institutional flow.

BRO posted net income of $1.2B over the trailing twelve months.

• Profitable — net income of $1.2B over the trailing twelve months
• Revenue grew 34.2% year over year
• Net income improved year over year, from $1.0B to $1.2B
• Generated $1.5B in positive operating cash flow
• Current ratio of 1.04x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting