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Brown & Brown (BRO) Institutional Ownership

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$97.02 +0.80 (+0.84%)
Closing price 08/29/2025 03:59 PM Eastern
Extended Trading
$96.76 -0.26 (-0.27%)
As of 08/29/2025 06:22 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)
688
Total
Institutional Inflows
(last 12 months)
$6.80B
Number of
Institutional Sellers
(last 12 months)
437
Total
Institutional Outflows
(last 12 months)
$2.48B
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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
8/27/2025 Orion Porfolio Solutions LLC12,518$1.39M0.0%+23.8%0.004%
8/26/2025 Thrivent Financial for Lutherans45,219$5.01M0.0%-49.0%0.014%
8/20/2025 Kentucky Retirement Systems15,301$1.70M0.0%-6.2%0.005%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund6,494$720K0.0%-6.5%0.002%
8/19/2025 Advisory Services Network LLC33,320$3.69M0.1%-36.5%0.010%
8/19/2025 Cim LLC27,225$3.02M0.4%+6.8%0.008%
8/18/2025 Hudson Bay Capital Management LP2,931$325K0.0%N/A0.001%
8/18/2025 Nomura Holdings Inc.13,554$1.50M0.0%+80.7%0.004%
8/18/2025 CYBER HORNET ETFs LLC617$68K0.0%N/A0.000%
8/16/2025 Public Sector Pension Investment Board57,657$6.39M0.0%-9.1%0.017%
8/16/2025 Headlands Technologies LLC902$100K0.0%N/A0.000%
8/15/2025 CANADA LIFE ASSURANCE Co169,865$18.86M0.0%-6.0%0.051%
8/15/2025 Tower Research Capital LLC TRC 4,142$459K0.0%-63.8%0.001%
8/15/2025 MUFG Securities EMEA plc828$92K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC343,748$38.11M0.0%-18.9%0.104%
8/15/2025 Florida Financial Advisors LLC3,787$420K0.1%+29.1%0.001%
8/15/2025 State of Tennessee Department of Treasury80,534$8.93M0.0%-17.0%0.024%
8/15/2025 Captrust Financial Advisors498,559$55.28M0.1%-23.3%0.151%
8/15/2025 Prevail Innovative Wealth Advisors LLC8,999$998K0.2%-33.3%0.003%
8/15/2025 Vident Advisory LLC9,058$1.00M0.0%+8.0%0.003%
8/15/2025 Voleon Capital Management LP2,259$250K0.0%N/A0.001%
8/15/2025 Scott Marsh Financial LLC10,656$1.18M0.4%N/A0.003%
8/15/2025 Sculptor Capital LP159,000$17.63M0.3%N/A0.048%
8/15/2025 Tidal Investments LLC216,647$24.02M0.1%+786.1%0.066%
8/15/2025 Select Equity Group L.P.5,745,705$637.03M2.7%-8.4%1.742%
8/15/2025 Smartleaf Asset Management LLC537$59K0.0%-28.2%0.000%
8/15/2025 Royal London Asset Management Ltd.1,444,467$160.15M0.4%-16.5%0.438%
8/15/2025 Rafferty Asset Management LLC93,133$10.33M0.0%+19.7%0.028%
8/15/2025 Orion Porfolio Solutions LLC12,518$1.39M0.0%+23.8%0.004%
8/15/2025 MML Investors Services LLC27,470$3.05M0.0%-3.0%0.008%
8/15/2025 Moore Capital Management LP223,360$24.76M0.3%N/A0.068%
8/15/2025 Man Group plc86,048$9.54M0.0%-32.0%0.026%
8/15/2025 Holocene Advisors LP606,427$67.24M0.2%N/A0.184%
8/15/2025 Hudson Bay Capital Management LP2,931$325K0.0%N/A0.001%
8/15/2025 ICONIQ Capital LLC2,110$234K0.0%+5.4%0.001%
8/15/2025 Fortress Investment Group LLC240,000$26.61M3.8%N/A0.073%
8/15/2025 George Kaiser Family Foundation3,768$418K0.1%+41.3%0.001%
8/15/2025 Great Valley Advisor Group Inc.4,140$459K0.0%-37.3%0.001%
8/15/2025 EP Wealth Advisors LLC9,717$1.08M0.0%+6.9%0.003%
8/15/2025 Engineers Gate Manager LP10,260$1.14M0.0%N/A0.003%
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8/15/2025 Eschler Asset Management LLP8,275$917K0.7%N/A0.003%
8/15/2025 Curi Capital LLC4,441$492K0.0%N/A0.001%
8/15/2025 Benjamin Edwards Inc.59,950$6.65M0.1%-31.1%0.018%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S11,525$1.28M0.0%-78.9%0.003%
8/15/2025 BNP Paribas Financial Markets561,041$62.20M0.0%+77.3%0.170%
8/15/2025 Boothbay Fund Management LLC22,565$2.50M0.0%N/A0.007%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp46,119$5.11M0.0%-0.8%0.014%
8/15/2025 Brevan Howard Capital Management LP29,716$3.30M0.0%N/A0.009%
8/15/2025 Bank of America Corp DE2,703,009$299.68M0.0%+16.8%0.819%
8/15/2025 Adage Capital Partners GP L.L.C.676,700$75.03M0.1%N/A0.205%
8/15/2025 Ameriprise Financial Inc.303,061$33.57M0.0%-45.9%0.092%
8/15/2025 AQR Capital Management LLC67,695$7.46M0.0%+102.4%0.021%
8/14/2025 Lighthouse Investment Partners LLC114,028$12.64M0.5%N/A0.035%
8/14/2025 Florida Financial Advisors LLC4,548$499K0.4%+55.1%0.001%
8/14/2025 Sandia Investment Management LP5,000$554K1.4%N/A0.002%
8/14/2025 California State Teachers Retirement System373,135$41.37M0.0%+8.6%0.113%
8/14/2025 Raymond James Financial Inc.1,135,901$125.94M0.0%-2.9%0.344%
8/14/2025 Darwin Wealth Management LLC270$30K0.0%N/A0.000%
8/14/2025 Worldquant Millennium Advisors LLC54,092$6.00M0.0%-89.9%0.016%
8/14/2025 Canada Pension Plan Investment Board8,317$922K0.0%-36.3%0.003%
8/14/2025 Soros Fund Management LLC1,000,000$110.87M1.4%N/A0.303%
8/14/2025 FJ Capital Management LLC35,958$3.99M0.4%N/A0.011%
8/14/2025 Quantinno Capital Management LP108,626$12.04M0.1%+16.5%0.033%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.25,213$2.80M0.0%+5.0%0.008%
8/14/2025 Alliancebernstein L.P.262,450$29.10M0.0%+6.1%0.080%
8/14/2025 Quantum Capital Management LLC NJ97,277$10.79M1.2%-10.6%0.029%
8/14/2025 Osterweis Capital Management Inc.330,223$36.61M1.8%+9.7%0.100%
8/14/2025 Treasurer of the State of North Carolina128,735$14.27M0.0%+17.8%0.039%
8/14/2025 Glenview Trust co9,304$1.03M0.0%-2.4%0.003%
8/14/2025 The Manufacturers Life Insurance Company 2,344,254$259.91M0.2%-1.5%0.711%
8/14/2025 CIBC Asset Management Inc98,968$10.97M0.0%+48.5%0.030%
8/14/2025 Faithward Advisors LLC30,750$3.41M0.5%+3.2%0.009%
8/14/2025 Squarepoint Ops LLC539,363$59.80M0.1%+572.8%0.164%
8/14/2025 Sei Investments Co.631,809$70.05M0.1%+47.3%0.192%
8/14/2025 NewEdge Advisors LLC57,665$6.39M0.0%+204.0%0.017%
8/14/2025 Integrated Investment Consultants LLC7,964$883K0.2%-9.0%0.002%
8/14/2025 Investment Management Corp of Ontario7,180$796K0.0%+4.4%0.002%
8/14/2025 iSAM Funds UK Ltd44,775$4.96M1.1%N/A0.014%
8/14/2025 AXA S.A.32,679$3.62M0.0%+0.7%0.010%
8/14/2025 Lombard Odier Asset Management USA Corp45,528$5.05M0.4%+242.9%0.014%
8/14/2025 State Street Corp12,460,821$1.38B0.1%+11.3%3.778%
8/14/2025 Daiwa Securities Group Inc.36,159$4.01M0.0%+6.2%0.011%
8/14/2025 WINTON GROUP Ltd4,391$487K0.0%N/A0.001%
8/14/2025 Natixis98,499$10.92M0.0%+3,466.2%0.030%
8/14/2025 Ossiam4,010$445K0.0%-12.0%0.001%
8/14/2025 Bank of Nova Scotia90,257$10.01M0.0%+226.1%0.027%
8/14/2025 Brant Point Investment Management LLC30,000$3.33M0.3%N/A0.009%
8/14/2025 Baker Avenue Asset Management LP10,033$1.11M0.0%-7.9%0.003%
8/14/2025 California Public Employees Retirement System924,422$102.49M0.1%-13.7%0.280%
8/14/2025 Cary Street Partners Financial LLC933$103K0.0%+60.9%0.000%
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8/14/2025 Cerity Partners LLC42,097$4.67M0.0%-14.6%0.013%
8/14/2025 Federated Hermes Inc.213,101$23.63M0.0%+1,413.8%0.065%
8/13/2025 Jump Financial LLC7,794$864K0.0%-92.1%0.002%
8/13/2025 Quantum Portfolio Management LLC2,884$320K0.2%+76.2%0.001%
8/13/2025 Cresset Asset Management LLC335,888$37.24M0.2%+7.7%0.102%
8/13/2025 Brown Advisory Inc.4,063$451K0.0%-4.2%0.001%
8/13/2025 Amundi832,677$89.77M0.0%+164.5%0.252%
8/13/2025 Mirabella Financial Services LLP9,684$1.08M0.1%-90.8%0.003%
8/13/2025 Baird Financial Group Inc.178,800$19.82M0.0%+2.0%0.054%
8/13/2025 First Trust Advisors LP644,202$71.42M0.1%-1.8%0.195%
(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, 944 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.95B), Principal Financial Group Inc. ($1.61B), State Street Corp ($1.38B), Parnassus Investments LLC ($899.14M), Geode Capital Management LLC ($813.62M), Morgan Stanley ($652.00M), and Select Equity Group L.P. ($637.03M).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 832 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: Norges Bank ($10.05M), Vanguard Group Inc. ($7.52M), Parnassus Investments LLC ($7.23M), First Trust Advisors LP ($2.03M), Madison Investment Advisors LLC ($1.94M), Assenagon Asset Management S.A. ($1.81M), and The Manufacturers Life Insurance Company ($1.55M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 61,253,704 shares in the last 24 months. This purchase volume represents approximately $6.80B in transactions.

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

Of the 437 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. ($3.83M), First Eagle Investment Management LLC ($1.19M), The Manufacturers Life Insurance Company ($1.15M), Clarkston Capital Partners LLC ($845.03K), Royal London Asset Management Ltd. ($636.26K), Congress Asset Management Co. ($536.70K), and Allspring Global Investments Holdings LLC ($511.07K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 22,367,172 shares in the last 24 months. This volume of shares sold represents approximately $2.48B in transactions.


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This page (NYSE:BRO) was last updated on 9/1/2025 by MarketBeat.com Staff
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