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Brown & Brown (BRO) Institutional Ownership

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$104.65 -0.81 (-0.77%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$104.66 +0.01 (+0.01%)
As of 01/31/2025 05:40 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.

Institutional Ownership Changes (13F Filings) for Brown & Brown (NYSE:BRO)

Current
Institutional Ownership
Percentage
71.01%
Number of
Institutional Buyers
(last 12 months)
439
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$1.20B
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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
1/31/2025Global Retirement Partners LLC6,782$692K0.0%-59.6%0.002%
1/31/2025Atlas Legacy Advisors LLC9,207$939K0.2%N/A0.003%
1/31/2025Klingman & Associates LLC4,412$450K0.0%-24.0%0.002%
1/31/2025New York State Common Retirement Fund289,522$29.54M0.0%-6.4%0.101%
1/31/2025Callahan Advisors LLC2,458$251K0.0%N/A0.001%
1/31/2025GAM Holding AG10,029$1.02M0.1%N/A0.004%
1/31/2025Venturi Wealth Management LLC6,395$652K0.0%-2.7%0.002%
1/31/2025D.A. Davidson & CO.29,841$3.04M0.0%+1.2%0.010%
1/31/2025Truist Financial Corp279,134$28.48M0.0%+2.0%0.098%
1/31/2025CIBC Asset Management Inc38,706$3.95M0.0%+4.6%0.014%
1/31/2025Sanctuary Advisors LLC163,559$17.25M0.1%+1.2%0.057%
1/31/2025Catalyst Capital Advisors LLC39,700$4.05M0.1%-1.6%0.014%
1/31/2025Principal Financial Group Inc.12,901,968$1.32B0.7%+0.7%4.512%
1/31/2025Financiere des Professionnels Fonds d investissement inc.8,854$903K0.1%N/A0.003%
1/30/2025 Sheaff Brock Investment Advisors LLC4,005$409K0.0%+8.8%0.001%
1/30/2025 Legacy Capital Wealth Partners LLC5,963$608K0.1%-5.8%0.002%
1/30/2025 Congress Asset Management Co.1,274,884$130.06M0.9%-6.4%0.446%
1/30/2025 Manchester Capital Management LLC9,749$995K0.1%+3.6%0.003%
1/30/2025 WealthPlan Investment Management LLC98,527$10.05M1.0%-9.9%0.034%
1/30/2025 Rhumbline Advisers513,080$52.34M0.0%-1.9%0.179%
1/30/2025 WealthPLAN Partners LLC51,337$5.24M0.7%-0.6%0.018%
1/30/2025 New Mexico Educational Retirement Board11,300$1.15M0.0%-2.6%0.004%
1/30/2025 Bank Pictet & Cie Europe AG8,890$907K0.0%N/A0.003%
1/30/2025 Blue Trust Inc.897$92K0.0%-38.7%0.000%
1/30/2025 New York State Teachers Retirement System211,908$21.62M0.0%-6.6%0.074%
1/30/2025 Chevy Chase Trust Holdings LLC124,549$12.71M0.0%-1.9%0.044%
1/30/2025 Pictet North America Advisors SA92,922$9.48M0.9%+3.0%0.032%
1/30/2025 V Square Quantitative Management LLC2,946$301K0.0%-10.3%0.001%
1/30/2025 First Merchants Corp90,299$9.21M0.4%+0.6%0.032%
1/30/2025 Vontobel Holding Ltd.5,112$522K0.0%+13.5%0.002%
1/30/2025 Asset Management One Co. Ltd.93,378$9.61M0.0%-2.8%0.033%
1/29/2025 Allspring Global Investments Holdings LLC3,922,301$394.38M0.6%+0.2%1.372%
1/29/2025 Marks Group Wealth Management Inc91,502$9.34M0.9%-4.1%0.032%
1/29/2025 Hartford Investment Management Co.14,911$1.52M0.0%-1.9%0.005%
1/29/2025 Louisiana State Employees Retirement System12,800$1.31M0.0%-3.8%0.004%
1/29/2025 JSF Financial LLC10,526$1.07M0.3%+3.9%0.004%
1/29/2025 Stonebridge Financial Group LLC56,431$5.76M0.6%N/A0.020%
1/29/2025 Equitable Trust Co.11,695$1.19M0.1%+1.7%0.004%
1/29/2025 Elser Financial Planning Inc35,835$3.66M0.2%-7.7%0.013%
1/29/2025 Ferguson Wellman Capital Management Inc.304,391$31.05M0.6%-1.0%0.106%
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All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

1/29/2025 Savant Capital LLC16,565$1.69M0.0%-6.9%0.006%
1/28/2025 Angeles Wealth Management LLC2,092$213K0.0%N/A0.001%
1/28/2025 Legacy Financial Strategies LLC41,973$4.22M0.9%-3.8%0.015%
1/28/2025 Kestra Private Wealth Services LLC6,483$661K0.0%+6.7%0.002%
1/28/2025 Vaughan Nelson Investment Management L.P.58,915$6.01M0.1%+80.8%0.021%
1/28/2025 Stephens Inc. AR25,087$2.56M0.0%-2.3%0.009%
1/28/2025 Howland Capital Management LLC5,153$526K0.0%N/A0.002%
1/28/2025 RFP Financial Group LLC1,970$201K0.1%N/A0.001%
1/28/2025 WCM Investment Management LLC57,040$5.82M0.0%-6.3%0.020%
1/28/2025 Empowered Funds LLC22,046$2.25M0.0%+6.6%0.008%
1/28/2025 Moloney Securities Asset Management LLC2,296$234K0.0%-4.2%0.001%
1/28/2025 Wilmington Savings Fund Society FSB791$81K0.0%+41.5%0.000%
1/28/2025 Apollon Wealth Management LLC2,766$282K0.0%+10.1%0.001%
1/28/2025 Vest Financial LLC540,914$55.18M1.0%+8.7%0.189%
1/28/2025 EULAV Asset Management430,900$43.96M1.1%+144.8%0.151%
1/28/2025 Global X Japan Co. Ltd.4,941$504K0.1%+14.3%0.002%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd25,720$2.62M0.0%+2.7%0.009%
1/28/2025 Sumitomo Mitsui Trust Group Inc.577,705$58.94M0.0%+1.0%0.202%
1/27/2025 Geneva Partners LLC6,035$616K0.3%+22.8%0.002%
1/27/2025 Financial Advocates Investment Management4,519$461K0.0%-6.4%0.002%
1/27/2025 State of Alaska Department of Revenue27,058$2.76M0.0%-1.6%0.009%
1/27/2025 Bleakley Financial Group LLC3,162$323K0.0%+3.4%0.001%
1/27/2025 Summit Wealth Partners LLC221,700$22.62M4.6%-6.3%0.078%
1/27/2025 Choreo LLC31,339$3.20M0.0%+2.5%0.011%
1/27/2025 Mirae Asset Global Investments Co. Ltd.29,631$3.05M0.0%+35.9%0.010%
1/27/2025 Y.D. More Investments Ltd294$30K0.0%+122.7%0.000%
1/27/2025 Jackson Wealth Management LLC31,235$3.19M0.4%+3.5%0.011%
1/27/2025 Yousif Capital Management LLC124,258$12.68M0.1%-0.3%0.043%
1/27/2025 Retirement Systems of Alabama51,387$5.24M0.0%-0.4%0.018%
1/27/2025 E. Ohman J or Asset Management AB11,670$1.19M0.0%+17.9%0.004%
1/27/2025 Longboard Asset Management LP2,434$248K0.7%N/A0.001%
1/24/2025 abrdn plc86,016$8.76M0.0%-12.8%0.030%
1/24/2025 Trust Point Inc.6,451$658K0.0%+156.1%0.002%
1/24/2025 Alliance Wealth Advisors LLC UT3,945$402K0.1%-2.6%0.001%
1/24/2025 Boston Trust Walden Corp68,318$6.97M0.0%-31.3%0.024%
1/24/2025 Greenleaf Trust15,475$1.58M0.0%+0.9%0.005%
1/24/2025 Golden State Equity Partners7,876$804K0.2%-14.3%0.003%
1/24/2025 Journey Strategic Wealth LLC4,486$458K0.0%+2.3%0.002%
1/24/2025 DAVENPORT & Co LLC38,588$3.94M0.0%+1.6%0.013%
1/23/2025 Gilbert & Cook Inc.9,359$955K0.1%-5.1%0.003%
1/23/2025 Crews Bank & Trust655$67K0.0%N/A0.000%
1/23/2025 First Affirmative Financial Network2,737$279K0.2%-7.1%0.001%
1/23/2025 Ibex Wealth Advisors61,728$6.30M0.7%N/A0.022%
1/23/2025 Hantz Financial Services Inc.107,380$10.96M0.2%+0.1%0.038%
1/23/2025 Forsta AP Fonden45,600$4.65M0.0%+2.2%0.016%
1/23/2025 Patton Fund Management Inc.40,379$4.12M0.8%-13.0%0.014%
1/23/2025 BOCHK Asset Management Ltd3,200$326K0.1%N/A0.001%
1/23/2025 Robeco Institutional Asset Management B.V.672,286$68.59M0.1%-2.5%0.235%
1/23/2025 R Squared Ltd300$31K0.0%N/A0.000%
1/22/2025 Next Level Private LLC5,429$554K0.2%-16.7%0.002%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

1/22/2025 Heirloom Wealth Management52,224$5.33M1.6%+8.8%0.018%
1/22/2025 Pacer Advisors Inc.34,126$3.48M0.0%-37.7%0.012%
1/22/2025 KBC Group NV37,994$3.88M0.0%-7.8%0.013%
1/22/2025 Blue Trust Inc.2,118$219K0.0%+44.7%0.001%
1/22/2025 Cathy Pareto & Associates Inc.12,761$1.30M1.2%N/A0.004%
1/22/2025 Kingswood Wealth Advisors LLC3,001$306K0.0%N/A0.001%
1/21/2025 Marshall Financial Group LLC11,677$1.19M0.3%+2.8%0.004%
1/21/2025 Running Oak Capital LLC139,759$14.26M1.9%+6.6%0.049%
1/21/2025 Monte Financial Group LLC10,258$1.05M0.4%+26.4%0.004%
1/21/2025 Tributary Capital Management LLC13,596$1.39M0.1%+16.3%0.005%
(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, 741 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($2.48B), Principal Financial Group Inc. ($1.32B), Select Equity Group L.P. ($1.17B), BlackRock Inc. ($1.14B), State Street Corp ($1.13B), Morgan Stanley ($652.00M), and Geode Capital Management LLC ($617.64M).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 635 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 ($3.06M), Principal Financial Group Inc. ($2.77M), Victory Capital Management Inc. ($2.35M), The Manufacturers Life Insurance Company ($1.88M), Capital World Investors ($1.41M), Congress Asset Management Co. MA ($1.40M), and Royal London Asset Management Ltd. ($1.37M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 46,538,863 shares in the last 24 months. This purchase volume represents approximately $3.42B in transactions.

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

Of the 407 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: Allspring Global Investments Holdings LLC ($1.90M), The Manufacturers Life Insurance Company ($1.16M), First Eagle Investment Management LLC ($1.09M), Clarkston Capital Partners LLC ($961.35K), Assenagon Asset Management S.A. ($897.92K), Victory Capital Management Inc. ($864.96K), and Wellington Management Group LLP ($617.98K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 23,846,219 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.



This page (NYSE:BRO) was last updated on 2/1/2025 by MarketBeat.com Staff
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