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.
| # | 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 | ▲New +18.9M sh | 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 | ▲New +14.6M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $898.4M | 13.8M | ▲+2.8% Added · +373K sh | Q1 2026 | |
| 7 | First Eagle Investment Management, LLC | $575.4M | 8.8M | ▲New +8.8M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $528.8M | 8.1M | ▲+2.3% Added · +185K sh | Q1 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 | DEUTSCHE BANK AG\ | $274.0M | 4.2M | ▲+6.9% Added · +273K sh | Q1 2026 | |
| 12 | BARCLAYS PLC | $240.0M | 3.7M | ▲+8.3% Added · +282K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $236.3M | 3.6M | ▲+45% Added · +1.1M sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $232.8M | 3.6M | ▲+5.1% Added · +173K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $211.6M | 3.2M | ▼−30% Reduced · −1.4M sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $204.7M | 3.1M | ▲+29% Added · +714K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $195.5M | 3.0M | ▼−0.3% Reduced · −11K sh | Q1 2026 | |
| 18 | Allspring Global Investments Holdings, LLC | $163.9M | 2.5M | ▼−9.2% Reduced · −257K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $159.7M | 2.4M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 20 | Madison Asset Management, LLC | $150.5M | 2.3M | ▲+16% Added · +321K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $148.7M | 2.3M | ▲+4.4% Added · +96K sh | Q1 2026 | |
| 22 | FENIMORE ASSET MANAGEMENT INC | $145.0M | 2.2M | ▲+1.8% Added · +40K sh | Q1 2026 | |
| 23 | ProShare Advisors LLC | $142.7M | 2.2M | ▲+18% Added · +338K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | JOHNSON JOIA M | Director | Buy (P) | 860 | $50K |
| May 6, 2026 | Main Timothy R.M. | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | Reilly Wendell | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | Hunt James S | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | Masojada Bronislaw Edmund | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | JOHNSON JOIA M | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | GELLERSTEDT LAWRENCE L III | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | Savio Kathleen A. | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | Hoepner Theodore J | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | JENNINGS TONI | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | PATEL JAYMIN B | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | PROCTOR H PALMER JR | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 270 funds | $261.1B |
| APPLE INCAAPL | 265 funds | $276.6B |
| META PLATFORMS INC-CLASS AMETA | 265 funds | $108.8B |
| AMAZON.COM INCAMZN | 263 funds | $200.4B |
| ALPHABET INC-CL AGOOGL | 263 funds | $167.7B |
| VISA INC-CLASS A SHARESV | 263 funds | $57.2B |
| JPMORGAN CHASE & COJPM | 262 funds | $68.7B |
| NVIDIA CORPNVDA | 259 funds | $367.6B |
| MASTERCARD INC - AMA | 255 funds | $51.7B |
| COSTCO WHOLESALE CORPCOST | 255 funds | $39.4B |
| ELI LILLY & COLLY | 254 funds | $68.9B |
| ALPHABET INC-CL CGOOG | 251 funds | $115.0B |
Ranked by how many of BRO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.