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Brown & Brown (BRO) Institutional Ownership

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$119.97 +1.43 (+1.21%)
Closing price 03:59 PM Eastern
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$119.24 -0.73 (-0.61%)
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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)
539
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
328
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/3/2025Cim LLC14,436$1.47M0.2%+1.1%0.005%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH169,825$17.33M0.0%N/A0.059%
2/27/2025 HWG Holdings LP70,269$7.17M2.3%+3.6%0.025%
2/26/2025 Capital A Wealth Management LLC2,365$241K0.4%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.43,928$4.48M0.1%+9.4%0.015%
2/24/2025 Ameriflex Group Inc.17,645$1.85M0.8%N/A0.006%
2/21/2025 Ascent Group LLC3,128$319K0.0%+14.9%0.001%
2/21/2025 Kayne Anderson Rudnick Investment Management LLC1,611,286$164.38M0.4%+3.0%0.564%
2/20/2025 Mackenzie Financial Corp94,093$9.60M0.0%+4.9%0.033%
2/20/2025 Revisor Wealth Management LLC2,466$254K0.2%-29.0%0.001%
2/19/2025 Toronto Dominion Bank110,297$11.25M0.0%-6.4%0.039%
2/19/2025 Invst LLC10,374$1.06M0.1%+4.0%0.004%
2/19/2025 Parr Mcknight Wealth Management Group LLC12,271$1.25M0.2%N/A0.004%
2/19/2025 Public Employees Retirement System of Ohio91,666$9.35M0.0%-4.3%0.032%
2/18/2025 Sunbelt Securities Inc.300$31K0.0%+581.8%0.000%
2/18/2025 GTS Securities LLC2,154$220K0.0%N/A0.001%
2/18/2025 Orion Capital Management LLC807$82K0.0%N/A0.000%
2/18/2025 Novem Group7,552$771K0.1%N/A0.003%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,566,264$159.79M0.0%+18.1%0.548%
2/17/2025 Voloridge Investment Management LLC151,093$15.42M0.1%-40.9%0.053%
2/17/2025 Waverly Advisors LLC2,362$241K0.0%N/A0.001%
2/17/2025 Worldquant Millennium Advisors LLC308,395$31.46M0.2%+140.1%0.108%
2/17/2025 Zurich Insurance Group Ltd FI426,147$43.48M0.4%-34.1%0.149%
2/17/2025 Vident Advisory LLC4,346$443K0.0%+36.2%0.002%
2/17/2025 Sone Capital Management LLC26,829$2.74M0.3%N/A0.009%
2/17/2025 Squarepoint Ops LLC49,153$5.02M0.0%+671.1%0.017%
2/17/2025 Twinbeech Capital LP104,667$10.68M0.2%+73.8%0.037%
2/17/2025 Two Sigma Advisers LP41,700$4.25M0.0%N/A0.015%
2/17/2025 Two Sigma Investments LP137,664$14.04M0.0%+564.9%0.048%
2/17/2025 Tidal Investments LLC244,214$24.92M0.2%-5.8%0.085%
2/17/2025 State of Wyoming964$98K0.0%+17.7%0.000%
2/17/2025 Strategic Wealth Partners Ltd.11,969$1.33M0.1%+5.5%0.004%
2/17/2025 Toronto Dominion Bank110,297$11.25M0.0%-6.4%0.039%
2/17/2025 Studio Investment Management LLC6,368$650K0.1%-2.2%0.002%
2/17/2025 Select Equity Group L.P.7,978,907$814.01M3.2%-16.7%2.790%
2/17/2025 Shell Asset Management Co.101,314$10.34M0.5%-0.7%0.035%
2/17/2025 Sherbrooke Park Advisers LLC4,642$474K0.2%N/A0.002%
2/17/2025 Royal Bank of Canada2,882,426$294.07M0.1%+2.0%1.008%
2/17/2025 Rafferty Asset Management LLC83,738$8.54M0.0%+4.3%0.029%
2/17/2025 Point72 Asset Management L.P.493,658$50.36M0.1%+10.5%0.173%
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2/17/2025 Port Capital LLC240,332$24.52M1.1%+1.0%0.084%
2/17/2025 ProShare Advisors LLC1,846,149$188.34M0.4%-1.4%0.646%
2/17/2025 Quantinno Capital Management LP72,090$7.36M0.1%+12.0%0.025%
2/17/2025 Mufg Securities Americas Inc.3,504$357K0.0%N/A0.001%
2/17/2025 Man Group plc122,941$12.54M0.0%-22.0%0.043%
2/17/2025 Nissay Asset Management Corp Japan ADV30,720$3.16M0.0%+0.5%0.011%
2/17/2025 Nomura Holdings Inc.19,460$1.99M0.0%+49.9%0.007%
2/17/2025 NorthRock Partners LLC2,427$248K0.0%N/A0.001%
2/17/2025 Nuveen Asset Management LLC505,886$51.61M0.0%-2.5%0.177%
2/17/2025 Numerai GP LLC5,723$584K0.2%N/A0.002%
2/17/2025 OMERS ADMINISTRATION Corp146,411$14.94M0.1%+1.2%0.051%
2/17/2025 Millennium Management LLC627,813$64.05M0.0%+9.2%0.220%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,747$2.32M0.0%-2.5%0.008%
2/17/2025 MJP Associates Inc. ADV5,311$542K0.1%N/A0.002%
2/17/2025 Lazard Asset Management LLC2,018$205K0.0%-35.3%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC5,153$526K0.0%+16.3%0.002%
2/17/2025 Janus Henderson Group PLC25,739$2.63M0.0%+2.2%0.009%
2/17/2025 Geller Advisors LLC7,513$766K0.1%N/A0.003%
2/17/2025 Gotham Asset Management LLC202,933$20.70M0.2%+6.3%0.071%
2/17/2025 Focus Partners Wealth10,602$1.08M0.0%+135.0%0.004%
2/17/2025 Ensign Peak Advisors Inc122,113$12.46M0.0%-14.2%0.043%
2/17/2025 Ethic Inc.24,427$2.49M0.1%+26.3%0.009%
2/17/2025 First Manhattan CO. LLC.4,541$463K0.0%N/A0.002%
2/17/2025 Fiduciary Trust Co15,250$1.56M0.0%+7.9%0.005%
2/17/2025 FORA Capital LLC5,689$580K0.1%N/A0.002%
2/17/2025 Fullcircle Wealth LLC1,866$207K0.1%N/A0.001%
2/17/2025 D. E. Shaw & Co. Inc.195,166$19.91M0.0%-17.7%0.068%
2/17/2025 Deutsche Bank AG1,431,562$146.05M0.1%+22.7%0.501%
2/17/2025 EP Wealth Advisors LLC9,366$956K0.0%-24.9%0.003%
2/17/2025 CoreCap Advisors LLC8,594$877K0.0%+8.1%0.003%
2/17/2025 Cresset Asset Management LLC329,417$33.61M0.2%-14.0%0.115%
2/17/2025 Cubist Systematic Strategies LLC48,689$4.97M0.0%+1,087.8%0.017%
2/17/2025 Cetera Investment Advisers36,280$3.70M0.0%+2.5%0.013%
2/17/2025 Centiva Capital LP20,396$2.08M0.0%-2.7%0.007%
2/17/2025 BOKF NA17,080$1.74M0.0%-3.7%0.006%
2/17/2025 Captrust Financial Advisors73,632$7.51M0.0%+47.8%0.026%
2/17/2025 Cary Street Partners Financial LLC531$54K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.178,259$18.19M0.0%-4.4%0.062%
2/17/2025 Balyasny Asset Management L.P.687,095$70.10M0.1%+9,262.2%0.240%
2/17/2025 Bank of America Corp DE2,003,793$204.43M0.0%-5.1%0.701%
2/17/2025 Benjamin Edwards Inc.93,492$9.54M0.1%-2.4%0.033%
2/17/2025 BNP Paribas Financial Markets403,647$41.18M0.0%+7.5%0.141%
2/17/2025 Ameriprise Financial Inc.589,118$60.09M0.0%+5.0%0.206%
2/17/2025 Aptus Capital Advisors LLC4,801$490K0.0%N/A0.002%
2/17/2025 AXA S.A.32,516$3.32M0.0%-63.7%0.011%
2/14/2025 Visualize Group LP167,200$17.06M10.8%N/A0.058%
2/14/2025 Mercer Global Advisors Inc. ADV9,185$937K0.0%-46.8%0.003%
2/14/2025 Davidson Kahn Capital Management LLC11,076$1.13M1.0%N/A0.004%
2/14/2025 Caisse DE Depot ET Placement DU Quebec70,880$7.23M0.0%-0.4%0.025%
2/14/2025 Freestone Grove Partners LP171,895$17.54M0.2%N/A0.060%
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2/14/2025 Comerica Bank81,449$8.31M0.0%+2.9%0.028%
2/14/2025 Kapitalo Investimentos Ltda1,953$199K0.1%N/A0.001%
2/14/2025 Lido Advisors LLC4,690$479K0.0%+2.6%0.002%
2/14/2025 Northern Trust Corp2,320,198$236.71M0.0%+14.5%0.811%
2/14/2025 The Manufacturers Life Insurance Company 2,410,115$245.88M0.2%-1.7%0.843%
2/14/2025 Quarry LP243$25K0.0%-67.8%0.000%
2/14/2025 Johnson Financial Group Inc.279$29K0.0%+534.1%0.000%
2/14/2025 Virtus ETF Advisers LLC11,134$1.14M0.5%+24.7%0.004%
2/14/2025 Coldstream Capital Management Inc.30,805$3.14M0.1%+2.9%0.011%
2/14/2025 Snyder Capital Management L P562,728$57.41M1.2%+15.7%0.197%
(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, 825 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 721 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 56,538,527 shares in the last 24 months. This purchase volume represents approximately $4.79B in transactions.

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

Of the 439 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 28,626,157 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.



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