Balyasny Asset Management
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Balyasny Asset Management’s Brown & Brown BRO Stock Holding History

Balyasny Asset Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-130,500
Closed -$14.5M – 2938
2025
Q2 		$14.5M Buy
+130,500
New +$14.7M 0.02% 799

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Balyasny Asset Management's BRO Position: Q1 2026 in Review

Balyasny Asset Management increased its Brown & Brown (BRO) stake by 348% in Q1 2026, buying an estimated $6.68M and bringing the position to 119,212 shares worth $7.77M. The position accounts for 0.01% of the portfolio, ranked #1151.

Balyasny Asset Management first reported a position in BRO in Q4 2013 and has held it in 43 quarters since. The position peaked at $494M in Q2 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Balyasny Asset Management held 119,212 shares of Brown & Brown worth $7.77M as of Q1 2026.
  • Balyasny Asset Management bought 92,611 Brown & Brown shares in Q1 2026, an estimated $6.68M.
  • Brown & Brown made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1151 holding.
  • Balyasny Asset Management first reported a position in Brown & Brown in Q4 2013 and has held it in 43 quarters since.
  • Balyasny Asset Management's Brown & Brown position peaked at $494M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.