Citadel Advisors
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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
Q2 		$1.63M Sell
25,400
-9,800
-28% -$598K ﹤0.01% 7017
2026
Q1 		$2.3M Buy
35,200
+19,000
+117% +$1.37M ﹤0.01% 5797
2025
Q4 		$1.29M Buy
16,200
+1,500
+10% +$125K ﹤0.01% 6847
2025
Q3 		$1.38M Sell
14,700
-27,600
-65% -$2.69M ﹤0.01% 6844
2025
Q2 		$4.69M Buy
42,300
+37,200
+729% +$4.18M ﹤0.01% 4220
2025
Q1 		$634K Sell
5,100
-5,200
-50% -$581K ﹤0.01% 7949
2024
Q4 		$1.05M Buy
10,300
+5,100
+98% +$545K ﹤0.01% 6903
2024
Q3 		$539K Buy
5,200
+300
+6% +$29.8K ﹤0.01% 8100
2024
Q2 		$438K Sell
4,900
-2,000
-29% -$174K ﹤0.01% 8321
2024
Q1 		$604K Buy
6,900
+6,000
+667% +$482K ﹤0.01% 7963
2023
Q4 		$64K Sell
900
-7,900
-90% -$565K ﹤0.01% 11510
2023
Q3 		$615K Buy
8,800
+5,900
+203% +$421K ﹤0.01% 7612
2023
Q2 		$200K Sell
2,900
-4,000
-58% -$254K ﹤0.01% 9900
2023
Q1 		$396K Buy
6,900
+4,300
+165% +$247K ﹤0.01% 8793
2022
Q4 		$148K Buy
+2,600
New +$152K ﹤0.01% 10627
2022
Q2 		– Sell
-3,200
Closed -$231K – 12919
2022
Q1 		$231K Buy
+3,200
New +$215K ﹤0.01% 11181
2021
Q2 		– Sell
-5,200
Closed -$238K – 13691
2021
Q1 		$238K Buy
+5,200
New +$239K ﹤0.01% 11345
2020
Q3 		– Sell
-18,100
Closed -$738K – 10088
2020
Q2 		$738K Buy
+18,100
New +$698K ﹤0.01% 6385
2015
Q4 		– Sell
-5,200
Closed -$81K – 8729
2015
Q3 		$81K Sell
5,200
-4,400
-46% -$72.2K ﹤0.01% 7163
2015
Q2 		$158K Buy
+9,600
New +$157K ﹤0.01% 6603
2014
Q3 		– Sell
-2,200
Closed -$34K – 8118
2014
Q2 		$34K Sell
2,200
-2,200
-50% -$33.1K ﹤0.01% 7002
2014
Q1 		$68K Buy
+4,400
New +$67.6K ﹤0.01% 6512
2013
Q3 		– Sell
-4,000
Closed -$64K – 6734
2013
Q2 		$64K Buy
+4,000
New +$63.3K ﹤0.01% 5515

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Citadel Advisors's BRO Position: Q2 2026 in Review

Citadel Advisors reduced its Brown & Brown (BRO) stake by 32% in Q2 2026, selling an estimated $19M and leaving 675,291 shares worth $43.3M. The position accounts for 0.01% of the portfolio, ranked #1720.

Citadel Advisors first reported a position in BRO in Q2 2013 and has held it in 48 quarters since. The position peaked at $584M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Citadel Advisors held 675,291 shares of Brown & Brown worth $43.3M as of Q2 2026.
  • Citadel Advisors sold 311,442 Brown & Brown shares in Q2 2026, an estimated $19M.
  • Brown & Brown made up 0.01% of Citadel Advisors's portfolio in Q2 2026, its #1720 holding.
  • Citadel Advisors first reported a position in Brown & Brown in Q2 2013 and has held it in 48 quarters since.
  • Citadel Advisors's Brown & Brown position peaked at $584M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.