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Brown & Brown (BRO) Institutional Ownership

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$118.39 +0.83 (+0.71%)
Closing price 04/23/2025 03:59 PM Eastern
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$118.18 -0.22 (-0.18%)
As of 04/23/2025 07:35 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)
550
Total
Institutional Inflows
(last 12 months)
$3.30B
Number of
Institutional Sellers
(last 12 months)
335
Total
Institutional Outflows
(last 12 months)
$1.68B
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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
4/23/2025Penobscot Investment Management Company Inc.29,148$3.63M0.3%+3.8%0.010%
4/23/2025Western Wealth Management LLC1,794$223K0.0%N/A0.001%
4/23/2025Sequoia Financial Advisors LLC6,202$772K0.0%-30.2%0.002%
4/23/2025Robeco Institutional Asset Management B.V.235,104$29.25M0.1%-65.0%0.082%
4/23/2025Phillips Wealth Planners LLC2,659$316K0.3%+3.4%0.001%
4/23/2025Bessemer Group Inc.20,607$2.56M0.0%-10.5%0.007%
4/23/2025Mattern Capital Management LLC118,562$14.75M1.9%-6.5%0.041%
4/23/2025Golden State Equity Partners6,844$851K0.2%-13.1%0.002%
4/23/2025Financial Enhancement Group LLC7,105$835K0.1%+5.6%0.002%
4/23/2025Moran Wealth Management LLC111,317$13.85M0.5%+282.8%0.039%
4/23/2025Davidson Kahn Capital Management LLC15,379$1.91M1.5%+38.8%0.005%
4/23/2025Spirepoint Private Client LLC1,909$237K0.0%-13.8%0.001%
4/23/2025Cooper Investors PTY Ltd.104,533$13.00M2.1%-14.4%0.037%
4/23/2025AssuredPartners Investment Advisors LLC6,211$773K0.1%-3.7%0.002%
4/23/2025Asset Management One Co. Ltd.101,448$12.62M0.0%+8.6%0.035%
4/23/2025Oppenheimer Asset Management Inc.24,191$3.01M0.0%-8.2%0.008%
4/23/2025Continuum Advisory LLC527$66K0.0%-15.7%0.000%
4/22/2025 HWG Holdings LP70,504$8.77M3.9%+0.3%0.025%
4/22/2025 Cambridge Investment Research Advisors Inc.18,603$2.31M0.0%+22.0%0.007%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund6,944$864K0.1%N/A0.002%
4/22/2025 Brendel Financial Advisors LLC34,114$4.24M2.6%-1.3%0.012%
4/22/2025 Running Oak Capital LLC140,490$17.48M2.1%+0.5%0.049%
4/22/2025 Cullinan Associates Inc.12,500$1.56M0.1%-3.8%0.004%
4/22/2025 Garde Capital Inc.371$46K0.0%N/A0.000%
4/22/2025 Suncoast Equity Management18,375$2.29M0.3%+14.8%0.006%
4/22/2025 Monte Financial Group LLC10,428$1.22M0.5%+1.7%0.004%
4/22/2025 GAM Holding AG11,497$1.43M0.1%+14.6%0.004%
4/22/2025 Elser Financial Planning Inc29,560$3.68M5.1%-17.5%0.010%
4/21/2025 ORG Partners LLC1,863$231K0.1%-20.3%0.001%
4/21/2025 Retirement Systems of Alabama50,998$6.34M0.0%-0.8%0.018%
4/21/2025 Blue Trust Inc.1,002$125K0.0%+11.7%0.000%
4/21/2025 Silver Oak Securities Incorporated5,254$646K0.1%N/A0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.8,766$1.09M0.0%-21.3%0.003%
4/21/2025 Boston Trust Walden Corp67,773$8.43M0.1%-0.8%0.024%
4/21/2025 Global X Japan Co. Ltd.5,712$711K0.1%+15.6%0.002%
4/21/2025 State of Alaska Department of Revenue27,803$3.46M0.0%+2.8%0.010%
4/21/2025 CWA Asset Management Group LLC3,307$411K0.0%+13.4%0.001%
4/21/2025 Cadent Capital Advisors LLC3,432$427K0.2%-30.3%0.001%
4/18/2025 Clarius Group LLC2,587$322K0.0%N/A0.001%
4/17/2025 Patton Fund Management Inc.31,151$3.88M0.9%-22.9%0.011%
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4/17/2025 QRG Capital Management Inc.23,331$2.90M0.0%+15.6%0.008%
4/17/2025 Sagespring Wealth Partners LLC3,653$454K0.0%N/A0.001%
4/17/2025 Sowell Financial Services LLC5,716$711K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC265,227$32.99M0.1%-9.7%0.093%
4/17/2025 Brown Miller Wealth Management LLC5,071$631K0.2%N/A0.002%
4/17/2025 Trust Point Inc.5,892$733K0.1%-8.7%0.002%
4/17/2025 Cyndeo Wealth Partners LLC14,235$1.77M0.1%+16.6%0.005%
4/17/2025 Acropolis Investment Management LLC847$105K0.0%N/A0.000%
4/17/2025 Howard Bailey Securities LLC1,713$213K0.1%N/A0.001%
4/17/2025 Mn Services Vermogensbeheer B.V.87,600$10.90M0.1%-7.2%0.031%
4/17/2025 Brighton Jones LLC9,297$1.16M0.0%-7.9%0.003%
4/17/2025 SFM LLC1,797$224K0.2%N/A0.001%
4/17/2025 Ritholtz Wealth Management2,052$255K0.0%N/A0.001%
4/17/2025 Vaughan Nelson Investment Management L.P.60,935$7.58M0.1%+3.4%0.021%
4/16/2025 Wealth Enhancement Advisory Services LLC28,636$3.56M0.0%-32.6%0.010%
4/16/2025 Ipswich Investment Management Co. Inc.1,690$210K0.1%N/A0.001%
4/16/2025 Elevation Point Wealth Partners LLC6,844$851K0.1%-18.5%0.002%
4/16/2025 Marshall Financial Group LLC11,844$1.47M0.3%+1.4%0.004%
4/16/2025 Bar Harbor Wealth Management160,568$19.98M1.3%-0.6%0.056%
4/16/2025 Mogy Joel R Investment Counsel Inc.44,591$5.55M0.4%+131.2%0.016%
4/16/2025 Ferguson Wellman Capital Management Inc.312,116$38.83M0.8%+2.5%0.109%
4/15/2025 Net Worth Advisory Group2,689$334K0.1%N/A0.001%
4/15/2025 Fifth Third Bancorp6,807$847K0.0%+7.1%0.002%
4/15/2025 Simon Quick Advisors LLC10,568$1.32M0.1%-6.9%0.004%
4/15/2025 Trinity Financial Advisors LLC2,115$281K0.1%-7.2%0.001%
4/15/2025 CX Institutional20,282$2.52M0.1%+3.2%0.007%
4/15/2025 Assenagon Asset Management S.A.628,690$78.21M0.1%+125.8%0.220%
4/15/2025 Trueblood Wealth Management LLC18,689$2.33M1.1%+6.6%0.007%
4/15/2025 Handelsbanken Fonder AB1,314,434$163.52M0.7%+172.5%0.460%
4/15/2025 SG Americas Securities LLC14,537$1.81M0.0%+18.8%0.005%
4/15/2025 Avanza Fonder AB15,275$1.90M0.1%-23.9%0.005%
4/15/2025 Ibex Wealth Advisors68,087$8.47M1.1%+10.3%0.024%
4/15/2025 GAMMA Investing LLC8,945$1.11M0.1%+13.1%0.003%
4/15/2025 Wealthcare Advisory Partners LLC27,022$3.36M0.1%-4.7%0.009%
4/14/2025 Yousif Capital Management LLC114,786$14.28M0.2%-7.6%0.040%
4/14/2025 Farther Finance Advisors LLC3,118$387K0.0%+8.5%0.001%
4/14/2025 Portside Wealth Group LLC8,464$1.05M0.2%+4.8%0.003%
4/14/2025 Moss Adams Wealth Advisors LLC1,753$218K0.0%N/A0.001%
4/14/2025 Fenimore Asset Management Inc2,144,293$266.75M5.6%-6.7%0.750%
4/14/2025 Capital Investment Advisors LLC15,503$1.93M0.0%N/A0.005%
4/14/2025 Wedge Capital Management L L P NC18,406$2.29M0.0%-11.8%0.006%
4/14/2025 Park Avenue Securities LLC9,996$1.24M0.0%+12.0%0.003%
4/14/2025 Wedmont Private Capital3,034$361K0.0%+22.6%0.001%
4/14/2025 Orrstown Financial Services Inc.1,632$203K0.0%N/A0.001%
4/11/2025 Gateway Investment Advisers LLC4,312$536K0.0%+2.3%0.002%
4/11/2025 First Affirmative Financial Network2,379$296K0.2%-13.1%0.001%
4/11/2025 Congress Asset Management Co.1,110,721$138.17M1.0%-12.9%0.388%
4/11/2025 Radnor Capital Management LLC5,990$745K0.1%+5.3%0.002%
4/11/2025 Impact Capital Partners LLC1,910$238K0.1%N/A0.001%
4/11/2025 Tower Wealth Partners Inc.2,356$293K0.2%+19.8%0.001%
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4/11/2025 Procyon Advisors LLC23,404$2.91M0.2%+2.8%0.008%
4/11/2025 Unique Wealth LLC5,166$643K0.1%+47.2%0.002%
4/11/2025 E. Ohman J or Asset Management AB10,470$1.30M0.0%-10.3%0.004%
4/11/2025 Vest Financial LLC533,273$66.34M1.0%-1.4%0.187%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.36,327$4.52M0.8%+22.1%0.013%
4/10/2025 Naples Global Advisors LLC1,763$219K0.0%N/A0.001%
4/10/2025 Portside Wealth Group LLC8,116$1.01M0.2%+4.2%0.003%
4/10/2025 Unigestion Holding SA10,428$1.30M0.1%+146.5%0.004%
4/10/2025 Threadgill Financial LLC34,563$4.30M2.3%+0.5%0.012%
4/10/2025 Spring Capital Management LLC96,264$11.98M6.5%-0.5%0.034%
(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, 849 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 740 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 57,682,002 shares in the last 24 months. This purchase volume represents approximately $5.02B in transactions.

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

Of the 449 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 29,547,916 shares in the last 24 months. This volume of shares sold represents approximately $2.56B in transactions.


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This page (NYSE:BRO) was last updated on 4/24/2025 by MarketBeat.com Staff
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