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Brown & Brown (BRO) Institutional Ownership

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$107.28 -0.53 (-0.49%)
Closing price 07/8/2025 03:59 PM Eastern
Extended Trading
$107.28 0.00 (0.00%)
As of 07/8/2025 06:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Brown & Brown (NYSE:BRO)

Current
Institutional Ownership
Percentage
71.01%
Number of
Institutional Buyers
(last 12 months)
608
Total
Institutional Inflows
(last 12 months)
$4.59B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$2.22B
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BRO Institutional Buying and Selling by Quarter

Brown & Brown Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2025E. Ohman J or Asset Management AB11,570$1.28M0.0%+10.5%0.004%
7/8/2025Parallel Advisors LLC2,508$278K0.0%+4.3%0.001%
7/7/2025 Peak Financial Advisors LLC22,400$2.48M1.3%N/A0.008%
7/7/2025 Insight Wealth Strategies LLC2,056$224K0.0%-94.4%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.40,678$4.51M0.6%+12.0%0.014%
7/1/2025 Confluence Investment Management LLC299,805$33.24M0.5%-39.3%0.105%
6/26/2025AG2R LA Mondiale Gestion D Actifs9,920$1.23M0.1%N/A0.003%
6/18/2025Voya Investment Management LLC204,438$25.43M0.0%+22.3%0.071%
6/17/2025Howe & Rusling Inc.1,610$200K0.0%N/A0.001%
6/6/2025eCIO Inc.1,478$184K0.1%N/A0.001%
6/5/2025Cim LLC25,495$3.17M0.5%+76.6%0.009%
6/5/2025Osterweis Capital Management Inc.300,979$37.44M0.0%-2.6%0.105%
6/4/2025 First Hawaiian Bank38,187$4.75M0.2%-8.4%0.013%
6/3/2025Inspire Investing LLC2,570$320K0.0%-77.9%0.001%
6/3/2025Invst LLC10,127$1.26M0.2%-2.4%0.004%
5/21/2025Acadian Asset Management LLC43,107$5.36M0.0%-62.6%0.015%
5/21/2025IFM Investors Pty Ltd44,556$5.54M0.1%-3.6%0.016%
5/20/2025Intech Investment Management LLC287,115$35.72M0.4%-40.8%0.100%
5/20/2025Focus Partners Wealth11,149$1.39M0.0%+5.2%0.004%
5/20/2025Glenview Trust co9,537$1.19M0.0%-2.2%0.003%
5/20/2025Plato Investment Management Ltd3,552$447K0.0%-40.5%0.001%
5/19/2025Advisory Alpha LLC4,096$510K0.0%+37.8%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,585,840$197.28M0.1%+1.2%0.553%
5/16/2025Zurich Insurance Group Ltd FI193,221$24.04M0.2%-54.7%0.067%
5/16/2025Empowered Funds LLC44,329$5.52M0.1%+101.1%0.015%
5/16/2025Faithward Advisors LLC29,797$3.71M0.6%-0.7%0.010%
5/16/2025MBB Public Markets I LLC2,634$328K0.0%N/A0.001%
5/16/2025Ascent Group LLC5,804$722K0.0%+85.5%0.002%
5/16/2025Vancity Investment Management Ltd297,938$37.06M5.1%N/A0.104%
5/16/2025Visualize Group LP305,991$38.07M12.5%+83.0%0.107%
5/16/2025United Services Automobile Association5,703$701K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.3,369$419K0.0%-16.4%0.001%
5/16/2025Sciencast Management LP29,821$3.71M0.9%+62.9%0.010%
5/16/2025Ashton Thomas Private Wealth LLC3,305$411K0.0%+22.7%0.001%
5/16/2025Goldman Sachs Group Inc.2,006,096$249.56M0.0%-11.7%0.700%
5/16/2025Teza Capital Management LLC5,261$654K0.3%N/A0.002%
5/16/2025UniSuper Management Pty Ltd24,197$3.01M0.0%-5.6%0.008%
5/16/2025Select Equity Group L.P.6,274,372$780.53M3.3%-21.4%2.189%
5/16/2025Sepio Capital LP11,582$1.44M0.1%-28.3%0.004%
5/16/2025Nissay Asset Management Corp Japan ADV31,231$3.89M0.0%+1.7%0.011%
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5/16/2025National Wealth Management Group LLC3,393$422K0.3%N/A0.001%
5/16/2025NewEdge Advisors LLC18,971$2.36M0.0%+4.7%0.007%
5/16/2025Millennium Management LLC649,852$80.84M0.0%+3.5%0.227%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,011$2.99M0.0%+5.6%0.008%
5/16/2025Integrated Wealth Concepts LLC9,807$1.22M0.0%-6.8%0.003%
5/16/2025Jacobs Levy Equity Management Inc.127,264$15.83M0.1%N/A0.044%
5/16/2025Gotham Asset Management LLC214,896$26.73M0.2%+5.9%0.075%
5/16/2025Edmond DE Rothschild Holding S.A.1,849$230K0.0%-49.6%0.001%
5/16/2025Eventide Asset Management LLC2,731$336K0.0%N/A0.001%
5/16/2025Alliancebernstein L.P.247,304$30.77M0.0%+0.1%0.086%
5/16/2025AQR Capital Management LLC33,444$4.13M0.0%+38.3%0.012%
5/16/2025Amundi314,762$39.17M0.0%-53.6%0.110%
5/15/2025Bares Capital Management Inc.213$26K0.0%N/A0.000%
5/15/2025Visualize Group LP185,094$23.03M12.4%+10.7%0.065%
5/15/2025Federation des caisses Desjardins du Quebec10,304$1.28M0.0%+57.4%0.004%
5/15/2025EP Wealth Advisors LLC9,091$1.13M0.0%-2.9%0.003%
5/15/2025Royal Bank of Canada3,063,741$381.13M0.1%+6.3%1.069%
5/15/2025MAI Capital Management1,807$225K0.0%+39.1%0.001%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.8,932$1.11M0.4%N/A0.003%
5/15/2025Nomura Holdings Inc.7,502$933K0.0%-61.4%0.003%
5/15/2025Benchmark Investment Advisors LLC10,648$1.33M0.9%-35.6%0.004%
5/15/2025Baird Financial Group Inc.175,218$21.80M0.0%-1.7%0.061%
5/15/2025Gobi Capital LLC1,065,937$132.60M7.6%-1.0%0.372%
5/15/2025Panagora Asset Management Inc.26,760$3.33M0.0%-9.9%0.009%
5/15/2025Vident Advisory LLC8,388$1.04M0.0%+93.0%0.003%
5/15/2025The Manufacturers Life Insurance Company 2,380,723$296.16M0.3%-1.2%0.831%
5/15/2025Parnassus Investments LLC7,227,805$899.14M2.2%N/A2.522%
5/15/2025State of Wyoming1,182$147K0.0%+22.6%0.000%
5/15/2025Landscape Capital Management L.L.C.16,744$2.08M0.2%+524.5%0.006%
5/15/2025Lansforsakringar Fondforvaltning AB publ 76,864$9.56M0.1%-1.1%0.027%
5/15/2025OMERS ADMINISTRATION Corp139,771$17.39M0.2%-4.5%0.049%
5/15/2025BNP Paribas Financial Markets316,372$39.36M0.0%-21.6%0.110%
5/15/2025D L Carlson Investment Group Inc.37,468$4.66M0.9%-6.5%0.013%
5/14/2025B. Metzler seel. Sohn & Co. AG6,122$762K0.0%-1.8%0.002%
5/14/2025Guggenheim Capital LLC126,719$15.76M0.1%+7.3%0.044%
5/14/2025Rafferty Asset Management LLC77,804$9.68M0.0%-7.1%0.027%
5/14/2025Caisse DE Depot ET Placement DU Quebec36,001$4.48M0.0%-49.2%0.013%
5/14/2025Corebridge Financial Inc.59,034$7.34M0.0%-3.8%0.021%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,620,536$201.60M0.5%+0.6%0.565%
5/14/2025MetLife Investment Management LLC66,237$8.24M0.0%-1.8%0.023%
5/14/2025Synovus Financial Corp5,980$744K0.0%-3.8%0.002%
5/14/2025ICONIQ Capital LLC2,001$249K0.0%N/A0.001%
5/14/2025Campbell & CO Investment Adviser LLC60,657$7.55M0.6%N/A0.021%
5/14/2025Southeast Asset Advisors LLC34,287$4.27M0.5%-17.9%0.012%
5/14/2025Jump Financial LLC99,222$12.34M0.2%+737.8%0.035%
5/14/2025APG Asset Management N.V.325,655$37.50M0.1%-14.8%0.114%
5/14/2025Northwestern Mutual Wealth Management Co.21,438$2.67M0.0%+2.5%0.007%
5/14/2025Kestra Advisory Services LLC6,705$834K0.0%-62.8%0.002%
5/14/2025Strategies Wealth Advisors LLC2,694$335K0.0%N/A0.001%
5/14/2025Sprott Inc.1,960$244K0.0%N/A0.001%
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5/14/20251832 Asset Management L.P.142,763$17.76M0.0%-20.5%0.050%
5/14/2025Compound Planning Inc.9,815$1.22M0.1%+18.3%0.003%
5/14/2025Ameriprise Financial Inc.559,991$69.68M0.0%-4.9%0.195%
5/14/2025Norinchukin Bank The11,364$1.41M0.0%+14.0%0.004%
5/14/2025Clarkston Capital Partners LLC950,710$118.27M2.3%+0.3%0.332%
5/14/2025CW Advisors LLC125,781$15.34M0.2%-11.3%0.044%
5/14/2025Summit Financial LLC35,415$4.41M0.1%+404.1%0.012%
5/14/2025Price T Rowe Associates Inc. MD676,839$84.20M0.0%-1.2%0.236%
5/14/2025Candriam S.C.A.273,043$33.97M0.2%+6.8%0.095%
5/14/2025Quantum Capital Management LLC NJ108,839$13.54M1.4%-2.2%0.038%
(Data available from 1/1/2016 forward)

BRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRO shares?

During the previous two years, 900 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.79B), Principal Financial Group Inc. ($1.61B), BlackRock Inc. ($1.14B), State Street Corp ($1.13B), Parnassus Investments LLC ($899.14M), Select Equity Group L.P. ($780.53M), and Morgan Stanley ($652.00M).Learn more on Brown & Brown's institutional investors.

What percentage of Brown & Brown's stock is owned by institutional investors?

71.01% of Brown & Brown's stock is owned by institutional investors. Learn more on BRO's institutional investor holdings.

Which institutional investors have been buying Brown & Brown's stock?

Of the 778 institutional investors that purchased Brown & Brown's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Parnassus Investments LLC ($7.23M), Norges Bank ($6.13M), Vanguard Group Inc. ($2.40M), First Trust Advisors LP ($2.03M), Capital World Investors ($1.98M), Madison Investment Advisors LLC ($1.94M), and The Manufacturers Life Insurance Company ($1.59M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 42,318,048 shares in the last 24 months. This purchase volume represents approximately $4.59B in transactions.

Which of Brown & Brown's major shareholders have been selling company stock?

Of the 384 institutional investors that sold Brown & Brown's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($3.77M), First Eagle Investment Management LLC ($1.20M), The Manufacturers Life Insurance Company ($1.11M), Allspring Global Investments Holdings LLC ($900.67K), Clarkston Capital Partners LLC ($640.31K), Los Angeles Capital Management LLC ($596.40K), and JPMorgan Chase & Co. ($472.56K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 20,694,084 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.


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This page (NYSE:BRO) was last updated on 7/9/2025 by MarketBeat.com Staff
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