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Brown & Brown (BRO) Institutional Ownership

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$124.36 +0.25 (+0.20%)
Closing price 04/2/2025 03:58 PM Eastern
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$122.05 -2.31 (-1.86%)
As of 04/2/2025 07:38 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)
540
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
327
Total
Institutional Outflows
(last 12 months)
$1.64B
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BRO Institutional Buying and Selling by Quarter

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Brown & Brown Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/2/2025Park National Corp OH51,634$6.42M0.2%-0.3%0.018%
4/1/2025Confluence Investment Management LLC493,525$61.40M0.9%-5.9%0.173%
3/24/2025Wellington Management Group LLP140,296$14.31M0.0%-4.6%0.049%
3/18/2025California State Teachers Retirement System347,279$35.43M0.0%-3.3%0.121%
3/18/2025111 Capital2,043$208K0.0%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC42,456$4.33M0.0%+206.5%0.015%
3/6/2025Wood Tarver Financial Group LLC1,984$202K0.1%N/A0.001%
3/4/2025Siemens Fonds Invest GmbH9,138$932K0.0%+6.6%0.003%
3/3/2025Cim LLC14,436$1.47M0.2%+1.1%0.005%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH169,825$17.33M0.0%N/A0.059%
2/27/2025HWG Holdings LP70,269$7.17M2.3%+3.6%0.025%
2/26/2025Capital A Wealth Management LLC2,365$241K0.4%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.43,928$4.48M0.1%+9.4%0.015%
2/24/2025Ameriflex Group Inc.17,645$1.85M0.8%N/A0.006%
2/21/2025Ascent Group LLC3,128$319K0.0%+14.9%0.001%
2/21/2025Kayne Anderson Rudnick Investment Management LLC1,611,286$164.38M0.4%+3.0%0.564%
2/20/2025Mackenzie Financial Corp94,093$9.60M0.0%+4.9%0.033%
2/20/2025Revisor Wealth Management LLC2,466$254K0.2%-29.0%0.001%
2/19/2025Toronto Dominion Bank110,297$11.25M0.0%-6.4%0.039%
2/19/2025Invst LLC10,374$1.06M0.1%+4.0%0.004%
2/19/2025Parr Mcknight Wealth Management Group LLC12,271$1.25M0.2%N/A0.004%
2/19/2025Public Employees Retirement System of Ohio91,666$9.35M0.0%-4.3%0.032%
2/18/2025Sunbelt Securities Inc.300$31K0.0%+581.8%0.000%
2/18/2025GTS Securities LLC2,154$220K0.0%N/A0.001%
2/18/2025Orion Capital Management LLC807$82K0.0%N/A0.000%
2/18/2025Novem Group7,552$771K0.1%N/A0.003%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,566,264$159.79M0.0%+18.1%0.548%
2/17/2025Voloridge Investment Management LLC151,093$15.42M0.1%-40.9%0.053%
2/17/2025Waverly Advisors LLC2,362$241K0.0%N/A0.001%
2/17/2025Worldquant Millennium Advisors LLC308,395$31.46M0.2%+140.1%0.108%
2/17/2025Zurich Insurance Group Ltd FI426,147$43.48M0.4%-34.1%0.149%
2/17/2025Vident Advisory LLC4,346$443K0.0%+36.2%0.002%
2/17/2025Sone Capital Management LLC26,829$2.74M0.3%N/A0.009%
2/17/2025Squarepoint Ops LLC49,153$5.02M0.0%+671.1%0.017%
2/17/2025Twinbeech Capital LP104,667$10.68M0.2%+73.8%0.037%
2/17/2025Two Sigma Advisers LP41,700$4.25M0.0%N/A0.015%
2/17/2025Two Sigma Investments LP137,664$14.04M0.0%+564.9%0.048%
2/17/2025Tidal Investments LLC244,214$24.92M0.2%-5.8%0.085%
2/17/2025State of Wyoming964$98K0.0%+17.7%0.000%
2/17/2025Strategic Wealth Partners Ltd.11,969$1.33M0.1%+5.5%0.004%
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2/17/2025Toronto Dominion Bank110,297$11.25M0.0%-6.4%0.039%
2/17/2025Studio Investment Management LLC6,368$650K0.1%-2.2%0.002%
2/17/2025Select Equity Group L.P.7,978,907$814.01M3.2%-16.7%2.790%
2/17/2025Shell Asset Management Co.101,314$10.34M0.5%-0.7%0.035%
2/17/2025Sherbrooke Park Advisers LLC4,642$474K0.2%N/A0.002%
2/17/2025Royal Bank of Canada2,882,426$294.07M0.1%+2.0%1.008%
2/17/2025Rafferty Asset Management LLC83,738$8.54M0.0%+4.3%0.029%
2/17/2025Point72 Asset Management L.P.493,658$50.36M0.1%+10.5%0.173%
2/17/2025Port Capital LLC240,332$24.52M1.1%+1.0%0.084%
2/17/2025ProShare Advisors LLC1,846,149$188.34M0.4%-1.4%0.646%
2/17/2025Quantinno Capital Management LP72,090$7.36M0.1%+12.0%0.025%
2/17/2025Mufg Securities Americas Inc.3,504$357K0.0%N/A0.001%
2/17/2025Man Group plc122,941$12.54M0.0%-22.0%0.043%
2/17/2025Nissay Asset Management Corp Japan ADV30,720$3.16M0.0%+0.5%0.011%
2/17/2025Nomura Holdings Inc.19,460$1.99M0.0%+49.9%0.007%
2/17/2025NorthRock Partners LLC2,427$248K0.0%N/A0.001%
2/17/2025Nuveen Asset Management LLC505,886$51.61M0.0%-2.5%0.177%
2/17/2025Numerai GP LLC5,723$584K0.2%N/A0.002%
2/17/2025OMERS ADMINISTRATION Corp146,411$14.94M0.1%+1.2%0.051%
2/17/2025Millennium Management LLC627,813$64.05M0.0%+9.2%0.220%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,747$2.32M0.0%-2.5%0.008%
2/17/2025MJP Associates Inc. ADV5,311$542K0.1%N/A0.002%
2/17/2025Lazard Asset Management LLC2,018$205K0.0%-35.3%0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC5,153$526K0.0%+16.3%0.002%
2/17/2025Janus Henderson Group PLC25,739$2.63M0.0%+2.2%0.009%
2/17/2025Geller Advisors LLC7,513$766K0.1%N/A0.003%
2/17/2025Gotham Asset Management LLC202,933$20.70M0.2%+6.3%0.071%
2/17/2025Focus Partners Wealth10,602$1.08M0.0%+135.0%0.004%
2/17/2025Ensign Peak Advisors Inc122,113$12.46M0.0%-14.2%0.043%
2/17/2025Ethic Inc.24,427$2.49M0.1%+26.3%0.009%
2/17/2025First Manhattan CO. LLC.4,541$463K0.0%N/A0.002%
2/17/2025Fiduciary Trust Co15,250$1.56M0.0%+7.9%0.005%
2/17/2025FORA Capital LLC5,689$580K0.1%N/A0.002%
2/17/2025Fullcircle Wealth LLC1,866$207K0.1%N/A0.001%
2/17/2025D. E. Shaw & Co. Inc.195,166$19.91M0.0%-17.7%0.068%
2/17/2025Deutsche Bank AG1,431,562$146.05M0.1%+22.7%0.501%
2/17/2025EP Wealth Advisors LLC9,366$956K0.0%-24.9%0.003%
2/17/2025CoreCap Advisors LLC8,594$877K0.0%+8.1%0.003%
2/17/2025Cresset Asset Management LLC329,417$33.61M0.2%-14.0%0.115%
2/17/2025Cubist Systematic Strategies LLC48,689$4.97M0.0%+1,087.8%0.017%
2/17/2025Cetera Investment Advisers36,280$3.70M0.0%+2.5%0.013%
2/17/2025Centiva Capital LP20,396$2.08M0.0%-2.7%0.007%
2/17/2025BOKF NA17,080$1.74M0.0%-3.7%0.006%
2/17/2025Captrust Financial Advisors73,632$7.51M0.0%+47.8%0.026%
2/17/2025Cary Street Partners Financial LLC531$54K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.178,259$18.19M0.0%-4.4%0.062%
2/17/2025Balyasny Asset Management L.P.687,095$70.10M0.1%+9,262.2%0.240%
2/17/2025Bank of America Corp DE2,003,793$204.43M0.0%-5.1%0.701%
2/17/2025Benjamin Edwards Inc.93,492$9.54M0.1%-2.4%0.033%
2/17/2025BNP Paribas Financial Markets403,647$41.18M0.0%+7.5%0.141%
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2/17/2025Ameriprise Financial Inc.589,118$60.09M0.0%+5.0%0.206%
2/17/2025Aptus Capital Advisors LLC4,801$490K0.0%N/A0.002%
2/17/2025AXA S.A.32,516$3.32M0.0%-63.7%0.011%
2/14/2025Visualize Group LP167,200$17.06M10.8%N/A0.058%
2/14/2025Mercer Global Advisors Inc. ADV9,185$937K0.0%-46.8%0.003%
2/14/2025Davidson Kahn Capital Management LLC11,076$1.13M1.0%N/A0.004%
2/14/2025Caisse DE Depot ET Placement DU Quebec70,880$7.23M0.0%-0.4%0.025%
2/14/2025Freestone Grove Partners LP171,895$17.54M0.2%N/A0.060%
2/14/2025Comerica Bank81,449$8.31M0.0%+2.9%0.028%
2/14/2025Kapitalo Investimentos Ltda1,953$199K0.1%N/A0.001%
(Data available from 1/1/2016 forward)

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BRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRO shares?

During the previous two years, 826 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.05B), Principal Financial Group Inc. ($1.32B), BlackRock Inc. ($1.14B), State Street Corp ($1.13B), Select Equity Group L.P. ($814.01M), Morgan Stanley ($652.00M), and Geode Capital Management LLC ($620.74M).Learn more on BRO's institutional investors.

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

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

Which institutional investors have been buying Brown & Brown stock?

Of the 723 institutional investors that purchased Brown & Brown stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($6.13M), First Trust Advisors LP ($2.03M), Capital World Investors ($1.98M), Madison Investment Advisors LLC ($1.94M), Vanguard Group Inc. ($1.84M), Principal Financial Group Inc. ($1.68M), and The Manufacturers Life Insurance Company ($1.59M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 55,379,990 shares in the last 24 months. This purchase volume represents approximately $4.72B in transactions.

Which Brown & Brown major shareholders have been selling company stock?

Of the 438 institutional investors that sold Brown & Brown stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Eagle Investment Management LLC ($2.28M), Select Equity Group L.P. ($2.07M), Allspring Global Investments Holdings LLC ($1.90M), The Manufacturers Life Insurance Company ($1.20M), Clarkston Capital Partners LLC ($989.89K), Assenagon Asset Management S.A. ($897.92K), and Victory Capital Management Inc. ($864.96K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 28,674,535 shares in the last 24 months. This volume of shares sold represents approximately $2.45B in transactions.


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This page (NYSE:BRO) was last updated on 4/3/2025 by MarketBeat.com Staff
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