BRO
BROWN & BROWN, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $99 | $59 | -41% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $100 | $59 | -41% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $100 | $59 | -41% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $100 | $59 | -41% |
| Two Sigma Investments re-entered | Q4 2024(8Q snapshot) | 6Q | $108 | $59 | -46% |
| Citadel Advisors | Q1 2025(8Q snapshot) | 5Q | $109 | $59 | -46% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Soros Fund Management | Q3 2025 | Q1 2026 | → $68 | -28% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | → $110 | +10% |
| Bridgewater Associates 5× in & out | Q1 2024 | Q2 2024 | → $87 | +8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at BROWN & BROWN, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 6, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-209309May 6, 2026
- Form 40001193125-26-209308May 6, 2026
- Form 40001193125-26-209305May 6, 2026
- Form 40001193125-26-209306May 6, 2026
- Form 40001193125-26-209304May 6, 2026
- Form 40001193125-26-209303May 6, 2026
- Form 40001193125-26-209302May 6, 2026
- Form 40001193125-26-209301May 6, 2026
- Form 40001193125-26-209300May 6, 2026
- Form 40001193125-26-209299May 6, 2026
- Form 40001193125-26-209298May 6, 2026
- Form 40001193125-26-209297May 6, 2026
- Form 40001193125-26-085647Mar 2, 2026
- Form 40001193125-26-085652Mar 2, 2026
- Form 40001193125-26-085645Mar 2, 2026
Fundamentals
XBRL · BROWN & BROWN, INC.Annual figures sourced directly from BROWN & BROWN, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for BROWN & BROWN, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportApr 27, 2026
- 8-KMaterial eventApr 27, 2026
- 8-KMaterial eventApr 9, 2026
- DEF 14AProxy statementMar 24, 2026
- 8-KMaterial eventMar 4, 2026
- 8-KMaterial eventMar 2, 2026
- 10-KAnnual reportFeb 12, 2026
- 8-KMaterial eventJan 26, 2026
- 10-QQuarterly reportOct 28, 2025
- 8-KMaterial eventOct 27, 2025
- 8-KMaterial eventOct 20, 2025
- 8-K/AMaterial event (amended)Oct 9, 2025
- 8-KMaterial eventAug 22, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $56 | $59 | +4% |
| Soros Fund Management | Q3 2025 | Q1 2026 | $94 | $68 | -28% |
| Two Sigma Investments | Q3 2025 | Q1 2026 | $94 | $69 | -27% |
| Citadel Advisors | Q1 2025 | open | $109 | $59 | -46% |
| Two Sigma Investments | Q4 2024 | Q2 2025 | $108 | $110 | +1% |
| D.E. Shaw | Q3 2024 | open | $100 | $59 | -41% |
| AQR Capital Management | Q3 2024 | open | $100 | $59 | -41% |
| Millennium Management | Q3 2024 | open | $100 | $59 | -41% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | $100 | $110 | +10% |
| Renaissance Technologies | Q3 2024 | open | $99 | $59 | -41% |
| Bridgewater Associates | Q1 2024 | Q2 2024 | $81 | $87 | +8% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $43 | $64 | +49% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $45 | $35 | -22% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $27 | $30 | +11% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $14 | $14 | -2% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.