Citadel Advisors’s Brown & Brown BRO Stock Holding History

Citadel Advisors’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
2026 Q1	$2.37M	Buy	36,400 +13,100	+56%	+$944K	﹤0.01%	5732
2025 Q4	$1.86M	Sell	23,300 -12,200	-34%	-$1.02M	﹤0.01%	6077
2025 Q3	$3.33M	Sell	35,500 -20,900	-37%	-$2.04M	﹤0.01%	5119
2025 Q2	$6.25M	Buy	56,400 +47,300	+520%	+$5.32M	﹤0.01%	3739
2025 Q1	$1.13M	Sell	9,100 -22,100	-71%	-$2.47M	﹤0.01%	6694
2024 Q4	$3.18M	Sell	31,200 -1,300	-4%	-$139K	﹤0.01%	4747
2024 Q3	$3.37M	Buy	32,500 +8,500	+35%	+$845K	﹤0.01%	4592
2024 Q2	$2.15M	Sell	24,000 -8,400	-26%	-$729K	﹤0.01%	5171
2024 Q1	$2.84M	Buy	32,400 +21,000	+184%	+$1.69M	﹤0.01%	4884
2023 Q4	$811K	Sell	11,400 -47,800	-81%	-$3.42M	﹤0.01%	7110
2023 Q3	$4.13M	Buy	59,200 +13,900	+31%	+$991K	﹤0.01%	3963
2023 Q2	$3.12M	Buy	45,300 +29,200	+181%	+$1.86M	﹤0.01%	4398
2023 Q1	$924K	Sell	16,100 -3,000	-16%	-$172K	﹤0.01%	6949
2022 Q4	$1.09M	Buy	19,100 +15,000	+366%	+$877K	﹤0.01%	6651
2022 Q3	$248K	Sell	4,100 -300	-7%	-$18.9K	﹤0.01%	9982
2022 Q2	$257K	Sell	4,400 -400	-8%	-$24.6K	﹤0.01%	10158
2022 Q1	$347K	Sell	4,800 -3,500	-42%	-$235K	﹤0.01%	10255
2021 Q4	$583K	Sell	8,300 -11,500	-58%	-$742K	﹤0.01%	9305
2021 Q3	$1.1M	Buy	+19,800	New	+$1.1M	﹤0.01%	7901
2021 Q2	–	Sell	-10,300	Closed	-$471K	–	13690
2021 Q1	$471K	Buy	10,300 +5,700	+124%	+$262K	﹤0.01%	9801
2020 Q4	$218K	Buy	+4,600	New	+$212K	﹤0.01%	9608
2020 Q3	–	Sell	-14,700	Closed	-$599K	–	10087
2020 Q2	$599K	Sell	14,700 -16,700	-53%	-$644K	﹤0.01%	6746
2020 Q1	$1.14M	Buy	+31,400	New	+$1.33M	﹤0.01%	5101
2019 Q4	–	Sell	-8,000	Closed	-$288K	–	9125
2019 Q3	$288K	Buy	+8,000	New	+$286K	﹤0.01%	7608
2019 Q2	–	Sell	-9,400	Closed	-$277K	–	9182
2019 Q1	$277K	Buy	+9,400	New	+$268K	﹤0.01%	7728
2018 Q2	–	Sell	-10,000	Closed	-$254K	–	8826
2018 Q1	$254K	Buy	+10,000	New	+$261K	﹤0.01%	6990
2016 Q4	–	Sell	-15,400	Closed	-$290K	–	7267
2016 Q3	$290K	Buy	+15,400	New	+$285K	﹤0.01%	5716
2016 Q1	–	Sell	-200	Closed	-$3K	–	6825
2015 Q4	$3K	Sell	200 -400	-67%	-$6.4K	﹤0.01%	8522
2015 Q3	$9K	Sell	600 -6,400	-91%	-$105K	﹤0.01%	8490
2015 Q2	$115K	Buy	7,000 +2,400	+52%	+$39.2K	﹤0.01%	6951
2015 Q1	$76K	Buy	4,600 +1,800	+64%	+$29.1K	﹤0.01%	7075
2014 Q4	$46K	Sell	2,800 -2,600	-48%	-$41.8K	﹤0.01%	7249
2014 Q3	$87K	Buy	5,400 +3,200	+145%	+$50.7K	﹤0.01%	6529
2014 Q2	$34K	Sell	2,200 -1,800	-45%	-$27.1K	﹤0.01%	7001
2014 Q1	$62K	Sell	4,000 -400	-9%	-$6.14K	﹤0.01%	6587
2013 Q4	$69K	Buy	4,400 +2,000	+83%	+$31.7K	﹤0.01%	5862
2013 Q3	$39K	Sell	2,400 -2,600	-52%	-$42.5K	﹤0.01%	5918
2013 Q2	$81K	Buy	+5,000	New	+$79.1K	﹤0.01%	5367

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Citadel Advisors's BRO Position: Q1 2026 in Review

Citadel Advisors increased its Brown & Brown (BRO) stake by 775% in Q1 2026, buying an estimated $63M and bringing the position to 986,733 shares worth $64.3M. The position accounts for 0.01% of the portfolio, ranked #1136.

Citadel Advisors first reported a position in BRO in Q2 2013 and has held it in 47 quarters since. The position peaked at $584M in Q2 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Citadel Advisors held 986,733 shares of Brown & Brown worth $64.3M as of Q1 2026.
Citadel Advisors bought 873,974 Brown & Brown shares in Q1 2026, an estimated $63M.
Brown & Brown made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1136 holding.
Citadel Advisors first reported a position in Brown & Brown in Q2 2013 and has held it in 47 quarters since.
Citadel Advisors's Brown & Brown position peaked at $584M in Q2 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.