Brown & Brown (BRO) Institutional Ownership

$102.93 +0.63 (+0.62%)

(As of 12/20/2024 05:31 PM ET)

Current Institutional Ownership Percentage: 71.01%
Number of Institutional Buyers (last 12 months): 416
Total Institutional Inflows (last 12 months): $1.86B

Number of Institutional Sellers (last 12 months): 274
Total Institutional Outflows (last 12 months): $1.17B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/6/2024	Retirement Systems of Alabama	51,604	$5.35M	0.0%	-1.2%	0.018%
11/27/2024	Franklin Resources Inc.	109,166	$11.57M	0.0%	+24.6%	0.038%
11/25/2024	Synovus Financial Corp	6,157	$638K	0.0%	+1.9%	0.002%
11/25/2024	Tidal Investments LLC	259,205	$26.85M	0.3%	+652.8%	0.091%
11/25/2024	Wilmington Savings Fund Society FSB	559	$58K	0.0%	N/A	0.000%
11/25/2024	Sanctuary Advisors LLC	161,569	$18.10M	0.1%	+4.4%	0.057%
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11/25/2024	Pine Valley Investments Ltd Liability Co	4,379	$454K	0.0%	-5.4%	0.002%
11/21/2024	SkyView Investment Advisors LLC	8,045	$833K	0.1%	+2.0%	0.003%
11/20/2024	Virtu Financial LLC	2,143	$222K	0.0%	-79.9%	0.001%
11/19/2024	Unigestion Holding SA	4,230	$438K	0.0%	-63.6%	0.001%
11/18/2024	Teachers Retirement System of The State of Kentucky	17,661	$1.83M	0.0%	-5.7%	0.006%
11/18/2024	Toronto Dominion Bank	117,794	$12.20M	0.0%	+1.4%	0.041%
11/18/2024	Coldstream Capital Management Inc.	29,946	$3.11M	0.1%	+3.8%	0.010%
11/16/2024	Geode Capital Management LLC	5,981,080	$617.64M	0.1%	-0.1%	2.092%
11/15/2024	M&T Bank Corp	8,397	$870K	0.0%	-3.6%	0.003%
11/15/2024	Barclays PLC	2,466,582	$255.54M	0.1%	+17.8%	0.863%
11/15/2024	Public Employees Retirement System of Ohio	95,765	$9.92M	0.0%	-1.6%	0.033%
11/15/2024	EWA LLC	2,721	$298K	0.1%	+5.5%	0.001%
11/15/2024	Nomura Asset Management Co. Ltd.	431,617	$44.72M	0.1%	-9.3%	0.151%
11/15/2024	MML Investors Services LLC	28,710	$2.97M	0.0%	+0.8%	0.010%
11/15/2024	First National Bank of Omaha	54,426	$5.64M	0.4%	-6.5%	0.019%
11/15/2024	Dorsey Wright & Associates	32,876	$3.41M	0.8%	N/A	0.011%
11/15/2024	XTX Topco Ltd	4,509	$467K	0.0%	-61.1%	0.002%
11/15/2024	Zacks Investment Management	13,217	$1.37M	0.0%	-22.3%	0.005%
11/15/2024	Zurich Insurance Group Ltd FI	646,574	$66.99M	0.6%	+258.0%	0.226%
11/15/2024	National Bank of Canada FI	121,053	$12.54M	0.0%	+85.9%	0.042%
11/15/2024	Glen Eagle Advisors LLC	1,000	$104K	0.0%	-20.0%	0.000%
11/15/2024	iA Global Asset Management Inc.	3,267	$338K	0.0%	-98.2%	0.001%
11/15/2024	EP Wealth Advisors LLC	12,478	$1.29M	0.0%	+6.4%	0.004%
11/15/2024	Wellington Management Group LLP	147,097	$15.24M	0.0%	+5.1%	0.051%
11/15/2024	Worldquant Millennium Advisors LLC	128,461	$13.31M	0.1%	+232.2%	0.045%
11/15/2024	Weiss Asset Management LP	27,787	$2.88M	0.1%	N/A	0.010%
11/15/2024	Taika Capital LP	8,891	$921K	0.7%	N/A	0.003%
11/15/2024	State Street Corp	10,866,620	$1.13B	0.0%	+0.0%	3.800%
11/15/2024	Stifel Financial Corp	367,340	$38.06M	0.0%	+0.5%	0.128%
11/15/2024	Quadrature Capital Ltd	3,717	$385K	0.0%	N/A	0.001%
11/15/2024	Quantinno Capital Management LP	64,387	$6.67M	0.1%	+25.4%	0.023%
11/15/2024	Quarry LP	754	$78K	0.0%	N/A	0.000%
11/15/2024	RBF Capital LLC	2,000	$207K	0.0%	N/A	0.001%
11/15/2024	Royal London Asset Management Ltd.	1,717,185	$177.90M	0.4%	-17.0%	0.600%
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11/15/2024	Point72 Asset Management L.P.	446,655	$46.27M	0.1%	-17.4%	0.156%
11/15/2024	Port Capital LLC	237,909	$24.65M	1.1%	+2.8%	0.083%
11/15/2024	Motley Fool Asset Management LLC	120,782	$12.68M	0.7%	-13.0%	0.042%
11/15/2024	Motley Fool Wealth Management LLC	291,156	$30.16M	1.5%	-15.5%	0.102%
11/15/2024	Investment Management Corp of Ontario	7,980	$827K	0.0%	+45.6%	0.003%
11/15/2024	Harmony Asset Management LLC	9,739	$1.01M	0.4%	-25.0%	0.003%
11/15/2024	HighTower Advisors LLC	82,545	$8.54M	0.0%	+12.1%	0.029%
11/15/2024	Hilltop Holdings Inc.	2,034	$211K	0.0%	N/A	0.001%
11/15/2024	Centiva Capital LP	20,955	$2.17M	0.0%	+726.0%	0.007%
11/15/2024	Chevy Chase Trust Holdings LLC	126,944	$13.15M	0.0%	-1.8%	0.044%
11/15/2024	Ascent Group LLC	2,722	$282K	0.0%	+4.5%	0.001%
11/15/2024	Benjamin Edwards Inc.	95,783	$9.92M	0.1%	+7,123.5%	0.033%
11/15/2024	Paloma Partners Management Co	7,956	$824K	0.0%	+74.8%	0.003%
11/15/2024	Point72 Asia Singapore Pte. Ltd.	11,820	$1.23M	0.2%	+5,665.9%	0.004%
11/15/2024	Point72 Hong Kong Ltd	85,670	$8.88M	0.6%	+423.6%	0.030%
11/14/2024	Tradition Wealth Management LLC	2,226	$231K	0.0%	N/A	0.001%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	40,450	$4.19M	0.0%	-13.1%	0.014%
11/14/2024	Edgestream Partners L.P.	21,650	$2.24M	0.1%	+6.4%	0.008%
11/14/2024	Ironwood Investment Counsel LLC	27,363	$2.84M	0.5%	-2.7%	0.010%
11/14/2024	Caisse DE Depot ET Placement DU Quebec	71,180	$7.37M	0.0%	-9.8%	0.025%
11/14/2024	Verition Fund Management LLC	5,944	$616K	0.0%	+23.8%	0.002%
11/14/2024	Covey Capital Advisors LLC	31,598	$3.27M	3.6%	-2.4%	0.011%
11/14/2024	Captrust Financial Advisors	49,835	$5.16M	0.0%	+4.6%	0.017%
11/14/2024	Rockefeller Capital Management L.P.	18,825	$1.95M	0.0%	+1.6%	0.007%
11/14/2024	Walleye Capital LLC	15,518	$1.61M	0.0%	+346.3%	0.005%
11/14/2024	Hantz Financial Services Inc.	107,226	$11.11M	0.2%	-0.6%	0.037%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,326,076	$137.38M	0.0%	-23.9%	0.464%
11/14/2024	Public Sector Pension Investment Board	41,285	$4.28M	0.0%	+2.7%	0.014%
11/14/2024	Fiduciary Trust Co	14,136	$1.46M	0.0%	+14.0%	0.005%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	45,378	$4.70M	0.0%	+8.6%	0.016%
11/14/2024	MetLife Investment Management LLC	66,381	$6.88M	0.0%	-2.5%	0.023%
11/14/2024	CreativeOne Wealth LLC	2,748	$285K	0.0%	+8.1%	0.001%
11/13/2024	Glenmede Trust Co. NA	16,031	$1.66M	0.0%	-19.9%	0.006%
11/13/2024	Cynosure Group LLC	3,601	$373K	0.1%	-12.1%	0.001%
11/13/2024	Townsquare Capital LLC	78,145	$8.10M	0.1%	+4.5%	0.027%
11/13/2024	BNP Paribas Financial Markets	375,594	$38.91M	0.0%	+0.4%	0.131%
11/13/2024	Brooklyn Investment Group	253	$26K	0.0%	N/A	0.000%
11/13/2024	Quantbot Technologies LP	94,904	$9.83M	0.4%	N/A	0.033%
11/13/2024	Prospector Partners LLC	284,474	$29.47M	3.1%	+0.3%	0.099%
11/13/2024	FMR LLC	1,109,840	$114.98M	0.0%	+42.4%	0.388%
11/13/2024	D.A. Davidson & CO.	29,480	$3.05M	0.0%	+2.9%	0.010%
11/13/2024	Dai ichi Life Insurance Company Ltd	4,250	$440K	0.0%	N/A	0.001%
11/13/2024	The Manufacturers Life Insurance Company	2,451,378	$253.96M	0.2%	-29.7%	0.857%
11/13/2024	Qsemble Capital Management LP	22,389	$2.32M	0.4%	N/A	0.008%
11/13/2024	Bank of Montreal Can	377,450	$38.75M	0.0%	+2.9%	0.132%
11/13/2024	Private Trust Co. NA	3,265	$338K	0.0%	-4.3%	0.001%
11/13/2024	Brown Brothers Harriman & Co.	575,831	$59.66M	0.4%	+23.9%	0.201%
11/13/2024	DRW Securities LLC	6,677	$692K	0.0%	+81.5%	0.002%
11/13/2024	Independent Advisor Alliance	45,671	$4.73M	0.2%	-0.7%	0.016%
11/13/2024	Douglass Winthrop Advisors LLC	2,100	$218K	0.0%	N/A	0.001%
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11/13/2024	Daiwa Securities Group Inc.	29,394	$3.05M	0.0%	+11.8%	0.010%
11/12/2024	Larson Financial Group LLC	272	$28K	0.0%	-48.9%	0.000%
11/12/2024	Cerity Partners LLC	54,252	$5.62M	0.0%	+53.3%	0.019%
11/12/2024	Great Valley Advisor Group Inc.	40,148	$4.16M	0.1%	+137.4%	0.014%
11/12/2024	Keyes Stange & Wooten Wealth Management LLC	8,412	$871K	0.5%	+10.7%	0.003%
11/12/2024	Studio Investment Management LLC	6,513	$675K	0.1%	+1.5%	0.002%
11/12/2024	Citigroup Inc.	275,479	$28.54M	0.0%	+1.6%	0.096%
11/12/2024	Raymond James Trust N.A.	8,133	$843K	0.0%	-41.0%	0.003%
11/12/2024	AlphaCore Capital LLC	1,940	$201K	0.0%	N/A	0.001%
11/12/2024	Otter Creek Advisors LLC	39,213	$4.06M	2.6%	+4.2%	0.014%

(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, 715 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. ($1.33B), 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 612 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. ($2.68M), 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 46,315,885 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.
Which Brown & Brown major shareholders have been selling company stock?: Of the 390 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 ($2.13M), Assenagon Asset Management S.A. ($1.27M), The Manufacturers Life Insurance Company ($1.16M), First Eagle Investment Management LLC ($1.09M), Clarkston Capital Partners LLC ($961.35K), Scout Investments Inc. ($939.36K), and Victory Capital Management Inc. ($864.96K).
How much institutional selling is happening at Brown & Brown?: Institutional investors have sold a total of 25,062,745 shares in the last 24 months. This volume of shares sold represents approximately $1.92B in transactions.

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This page (NYSE:BRO) was last updated on 12/21/2024 by MarketBeat.com Staff

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Brown & Brown (BRO) Institutional Ownership

BRO Institutional Buying and Selling by Quarter

Brown & Brown Major Shareholders & Ownership History

BRO Institutional Ownership - Frequently Asked Questions

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Brown & Brown (BRO) Institutional Ownership

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

BRO Institutional Buying and Selling by Quarter

Brown & Brown Major Shareholders & Ownership History

BRO Institutional Ownership - Frequently Asked Questions

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