706 tracked 13F filers disclose a position in BRO as of the latest SEC 13F filings, a combined $16.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.4B | 21.9M | ▲+0.7% Added · +146K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 18.9M | →First observed position No prior filed position | Q1 2026 | |
| 3 | FMR LLC | $1.0B | 16.1M | ▲+52% Added · +5.5M sh | Q1 2026 | |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $1.0B | 15.6M | ▲+1.6% Added · +246K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $951.2M | 14.6M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $931.1M | 14.5M | ▲+5.3% Added · +738K sh | Q2 2026 | |
| 7 | First Eagle Investment Management, LLC | $752.3M | 11.7M | —Held | Q3 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $526.0M | 8.2M | ▲+1.1% Added · +93K sh | Q2 2026 | |
| 9 | NORGES BANK | $516.8M | 6.5M | ▲+66% Added · +2.6M sh | Q4 2025 | |
| 10 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $382.9M | 5.9M | ▲+29% Added · +1.3M sh | Q1 2026 | |
| 11 | Orbis Allan Gray Ltd | $344.6M | 5.4M | ▲New +5.4M sh | Q2 2026 | |
| 12 | DEUTSCHE BANK AG\ | $274.0M | 4.2M | ▲+6.9% Added · +273K sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $240.0M | 3.7M | ▲+8.3% Added · +282K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $236.3M | 3.6M | ▲+45% Added · +1.1M sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $232.8M | 3.6M | ▲+5.1% Added · +173K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $211.6M | 3.2M | ▼−30% Reduced · −1.4M sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $204.7M | 3.1M | ▲+29% Added · +714K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $195.5M | 3.0M | ▼−0.3% Reduced · −11K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $159.7M | 2.4M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $148.7M | 2.3M | ▲+4.4% Added · +96K sh | Q1 2026 | |
| 21 | FENIMORE ASSET MANAGEMENT INC | $145.0M | 2.2M | ▲+1.8% Added · +40K sh | Q1 2026 | |
| 22 | ProShare Advisors LLC | $142.7M | 2.2M | ▲+18% Added · +338K sh | Q1 2026 | |
| 23 | Madison Asset Management, LLC | $138.6M | 2.2M | ▼−6.3% Reduced · −147K sh | Q2 2026 | |
| 24 | UBS Group AG | $121.0M | 1.9M | ▼−5.9% Reduced · −117K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119.2M | 1.8M | ▲+4.2% Added · +74K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in BRO and 25 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 433 funds | $306.6B |
| AMAZON.COM INCAMZN | 424 funds | $232.3B |
| APPLE INCAAPL | 423 funds | $337.3B |
| NVIDIA CORPNVDA | 420 funds | $443.9B |
| ALPHABET INC-CL AGOOGL | 417 funds | $198.7B |
| META PLATFORMS INC-CLASS AMETA | 416 funds | $128.7B |
| JPMORGAN CHASE & COJPM | 415 funds | $79.2B |
| ALPHABET INC-CL CGOOG | 412 funds | $140.0B |
| VISA INC-CLASS A SHARESV | 409 funds | $71.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 405 funds | $44.7B |
| BROADCOM INCAVGO | 398 funds | $172.9B |
| ELI LILLY & COLLY | 398 funds | $84.7B |
Ranked by how many of BRO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | JOHNSON JOIA M | Director | Buy (P) | 860 | $50K |
| May 5, 2026 | PROCTOR H PALMER JR | Director | Buy (P) | 2K | $114K |
| Aug 8, 2025 | KRUMP PAUL J | Director | Buy (P) | 3K | $250K |
| Aug 6, 2025 | Masojada Bronislaw Edmund | Director | Buy (P) | 1K | $91K |
| Nov 26, 2024 | BROWN HYATT J | Chairman, Director, 10% Owner | Sell (S) | 30K | $3.3M |
| Nov 25, 2024 | BROWN HYATT J | Chairman, Director, 10% Owner | Sell (S) | 389K | $43.5M |
| Aug 29, 2024 | BROWN HYATT J | Chairman, Director, 10% Owner | Sell (S) | 135K | $14.1M |
| Aug 8, 2024 | Watts R. Andrew | EVP, CFO and Treasurer | Sell (S) | 3K | $251K |
| Jun 7, 2024 | Turpin Julie | EVP/Chief People Officer | Sell (S) | 3K | $301K |
| Mar 13, 2024 | BROWN HYATT J | Chairman, Director, 10% Owner | Sell (S) | 50K | $4.3M |
| Mar 13, 2024 | BROWN HYATT J | Chairman, Director, 10% Owner | Sell (S) | 42K | $3.6M |
| Mar 12, 2024 | BROWN HYATT J | Chairman, Director, 10% Owner | Sell (S) | 50K | $4.3M |
Connected entities for BRO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BRO/capital-change-brief"
Use Arkolith's capital_change_brief for BRO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.