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Dmitry Balyasny’s Brown & Brown BRO Stock Holding History

Dmitry Balyasny’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 $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 $59.9B AUM 27.01% 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

Dmitry Balyasny's BRO Position: Q2 2026 in Review

Dmitry Balyasny reduced its Brown & Brown (BRO) stake by 78% in Q2 2026, selling an estimated $5.65M and leaving 26,667 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Dmitry Balyasny first reported a position in BRO in Q4 2013 and has held it in 44 quarters since. The position peaked at $494M in Q2 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Dmitry Balyasny held 26,667 shares of Brown & Brown worth $1.71M as of Q2 2026.
  • Dmitry Balyasny sold 92,545 Brown & Brown shares in Q2 2026, an estimated $5.65M.
  • Brown & Brown made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1903 holding.
  • Dmitry Balyasny first reported a position in Brown & Brown in Q4 2013 and has held it in 44 quarters since.
  • Dmitry Balyasny's Brown & Brown position peaked at $494M in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.