Free Trial

Brown & Brown (BRO) Institutional Ownership

Brown & Brown logo
$109.61 +0.26 (+0.24%)
(As of 11/20/2024 ET)

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

Current
Institutional Ownership
Percentage
71.01%
Number of
Institutional Buyers
(last 12 months)
413
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$1.20B
Get BRO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Brown & Brown stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/20/2024Virtu Financial LLC2,143$222K0.0%-79.9%0.001%
11/19/2024 Unigestion Holding SA4,230$438K0.0%-63.6%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky17,661$1.83M0.0%-5.7%0.006%
11/18/2024 Toronto Dominion Bank117,794$12.20M0.0%+1.4%0.041%
11/18/2024 Coldstream Capital Management Inc.29,946$3.11M0.1%+3.8%0.010%
11/16/2024 Geode Capital Management LLC5,981,080$617.64M0.1%-0.1%2.092%
11/15/2024 M&T Bank Corp8,397$870K0.0%-3.6%0.003%
11/15/2024 Barclays PLC2,466,582$255.54M0.1%+17.8%0.863%
11/15/2024 Public Employees Retirement System of Ohio95,765$9.92M0.0%-1.6%0.033%
11/15/2024 EWA LLC2,721$298K0.1%+5.5%0.001%
11/15/2024 Nomura Asset Management Co. Ltd.431,617$44.72M0.1%-9.3%0.151%
11/15/2024 MML Investors Services LLC28,710$2.97M0.0%+0.8%0.010%
11/15/2024 First National Bank of Omaha54,426$5.64M0.4%-6.5%0.019%
11/15/2024 Dorsey Wright & Associates32,876$3.41M0.8%N/A0.011%
11/15/2024 XTX Topco Ltd4,509$467K0.0%-61.1%0.002%
11/15/2024 Zacks Investment Management13,217$1.37M0.0%-22.3%0.005%
11/15/2024 Zurich Insurance Group Ltd FI646,574$66.99M0.6%+258.0%0.226%
11/15/2024 National Bank of Canada FI121,053$12.54M0.0%+85.9%0.042%
11/15/2024 Glen Eagle Advisors LLC1,000$104K0.0%-20.0%0.000%
11/15/2024 iA Global Asset Management Inc.3,267$338K0.0%-98.2%0.001%
11/15/2024 EP Wealth Advisors LLC12,478$1.29M0.0%+6.4%0.004%
11/15/2024 Wellington Management Group LLP147,097$15.24M0.0%+5.1%0.051%
11/15/2024 Worldquant Millennium Advisors LLC128,461$13.31M0.1%+232.2%0.045%
11/15/2024 Weiss Asset Management LP27,787$2.88M0.1%N/A0.010%
11/15/2024 Taika Capital LP8,891$921K0.7%N/A0.003%
11/15/2024 State Street Corp10,866,620$1.13B0.0%+0.0%3.800%
11/15/2024 Stifel Financial Corp367,340$38.06M0.0%+0.5%0.128%
11/15/2024 Quadrature Capital Ltd3,717$385K0.0%N/A0.001%
11/15/2024 Quantinno Capital Management LP64,387$6.67M0.1%+25.4%0.023%
11/15/2024 Quarry LP754$78K0.0%N/A0.000%
11/15/2024 RBF Capital LLC2,000$207K0.0%N/A0.001%
11/15/2024 Royal London Asset Management Ltd.1,717,185$177.90M0.4%-17.0%0.600%
11/15/2024 Point72 Asset Management L.P.446,655$46.27M0.1%-17.4%0.156%
11/15/2024 Port Capital LLC237,909$24.65M1.1%+2.8%0.083%
11/15/2024 Motley Fool Asset Management LLC120,782$12.68M0.7%-13.0%0.042%
11/15/2024 Motley Fool Wealth Management LLC291,156$30.16M1.5%-15.5%0.102%
11/15/2024 Investment Management Corp of Ontario7,980$827K0.0%+45.6%0.003%
11/15/2024 Harmony Asset Management LLC9,739$1.01M0.4%-25.0%0.003%
11/15/2024 HighTower Advisors LLC82,545$8.54M0.0%+12.1%0.029%
11/15/2024 Hilltop Holdings Inc.2,034$211K0.0%N/A0.001%
My #1 Pre IPO Trade for 2025 – NAME and TICKER (Ad)

One tiny company... Could quickly become "the next SpaceX." It plans to go public on the NASDAQ. And today you can buy Pre-IPO shares for less than $4.00. Get urgent details inside this free report...

11/15/2024 Centiva Capital LP20,955$2.17M0.0%+726.0%0.007%
11/15/2024 Chevy Chase Trust Holdings LLC126,944$13.15M0.0%-1.8%0.044%
11/15/2024 Ascent Group LLC2,722$282K0.0%+4.5%0.001%
11/15/2024 Benjamin Edwards Inc.95,783$9.92M0.1%+7,123.5%0.033%
11/15/2024 Paloma Partners Management Co7,956$824K0.0%+74.8%0.003%
11/15/2024 Point72 Asia Singapore Pte. Ltd.11,820$1.23M0.2%+5,665.9%0.004%
11/15/2024 Point72 Hong Kong Ltd85,670$8.88M0.6%+423.6%0.030%
11/14/2024 Tradition Wealth Management LLC2,226$231K0.0%N/A0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp40,450$4.19M0.0%-13.1%0.014%
11/14/2024 Edgestream Partners L.P.21,650$2.24M0.1%+6.4%0.008%
11/14/2024 Ironwood Investment Counsel LLC27,363$2.84M0.5%-2.7%0.010%
11/14/2024 Caisse DE Depot ET Placement DU Quebec71,180$7.37M0.0%-9.8%0.025%
11/14/2024 Verition Fund Management LLC5,944$616K0.0%+23.8%0.002%
11/14/2024 Covey Capital Advisors LLC31,598$3.27M3.6%-2.4%0.011%
11/14/2024 Captrust Financial Advisors49,835$5.16M0.0%+4.6%0.017%
11/14/2024 Rockefeller Capital Management L.P.18,825$1.95M0.0%+1.6%0.007%
11/14/2024 Walleye Capital LLC15,518$1.61M0.0%+346.3%0.005%
11/14/2024 Hantz Financial Services Inc.107,226$11.11M0.2%-0.6%0.037%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,326,076$137.38M0.0%-23.9%0.464%
11/14/2024 Public Sector Pension Investment Board41,285$4.28M0.0%+2.7%0.014%
11/14/2024 Fiduciary Trust Co14,136$1.46M0.0%+14.0%0.005%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 45,378$4.70M0.0%+8.6%0.016%
11/14/2024 MetLife Investment Management LLC66,381$6.88M0.0%-2.5%0.023%
11/14/2024 CreativeOne Wealth LLC2,748$285K0.0%+8.1%0.001%
11/13/2024 Glenmede Trust Co. NA16,031$1.66M0.0%-19.9%0.006%
11/13/2024 Cynosure Group LLC3,601$373K0.1%-12.1%0.001%
11/13/2024 Townsquare Capital LLC78,145$8.10M0.1%+4.5%0.027%
11/13/2024 BNP Paribas Financial Markets375,594$38.91M0.0%+0.4%0.131%
11/13/2024 Brooklyn Investment Group253$26K0.0%N/A0.000%
11/13/2024 Quantbot Technologies LP94,904$9.83M0.4%N/A0.033%
11/13/2024 Prospector Partners LLC284,474$29.47M3.1%+0.3%0.099%
11/13/2024 FMR LLC1,109,840$114.98M0.0%+42.4%0.388%
11/13/2024 D.A. Davidson & CO.29,480$3.05M0.0%+2.9%0.010%
11/13/2024 Dai ichi Life Insurance Company Ltd4,250$440K0.0%N/A0.001%
11/13/2024 The Manufacturers Life Insurance Company 2,451,378$253.96M0.2%-29.7%0.857%
11/13/2024 Qsemble Capital Management LP22,389$2.32M0.4%N/A0.008%
11/13/2024 Bank of Montreal Can377,450$38.75M0.0%+2.9%0.132%
11/13/2024 Private Trust Co. NA3,265$338K0.0%-4.3%0.001%
11/13/2024 Brown Brothers Harriman & Co.575,831$59.66M0.4%+23.9%0.201%
11/13/2024 DRW Securities LLC6,677$692K0.0%+81.5%0.002%
11/13/2024 Independent Advisor Alliance45,671$4.73M0.2%-0.7%0.016%
11/13/2024 Douglass Winthrop Advisors LLC2,100$218K0.0%N/A0.001%
11/13/2024 Daiwa Securities Group Inc.29,394$3.05M0.0%+11.8%0.010%
11/12/2024Larson Financial Group LLC272$28K0.0%-48.9%0.000%
11/12/2024 Cerity Partners LLC54,252$5.62M0.0%+53.3%0.019%
11/12/2024 Great Valley Advisor Group Inc.40,148$4.16M0.1%+137.4%0.014%
11/12/2024 Keyes Stange & Wooten Wealth Management LLC8,412$871K0.5%+10.7%0.003%
11/12/2024 Studio Investment Management LLC6,513$675K0.1%+1.5%0.002%
11/12/2024 Citigroup Inc.275,479$28.54M0.0%+1.6%0.096%
11/12/2024 Raymond James Trust N.A.8,133$843K0.0%-41.0%0.003%
Breaking News: Tesla headed to $500… (Ad)

That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
11/12/2024 AlphaCore Capital LLC1,940$201K0.0%N/A0.001%
11/12/2024 Otter Creek Advisors LLC39,213$4.06M2.6%+4.2%0.014%
11/12/2024 Charles Schwab Investment Management Inc.1,315,654$136.30M0.0%+1.4%0.460%
11/12/2024 Integrated Investment Consultants LLC8,159$845K0.0%-11.6%0.003%
11/9/2024 Intech Investment Management LLC413,295$42.82M0.5%-5.1%0.145%
11/8/2024 Moran Wealth Management LLC27,476$2.85M0.1%N/A0.010%
11/8/2024 Darwin Wealth Management LLC3,400$352K0.1%N/A0.001%
11/8/2024 Retireful LLC7,856$814K0.6%-26.0%0.003%
11/8/2024 EULAV Asset Management176,000$18.23M0.4%N/A0.062%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.34,287$3.55M0.0%N/A0.012%
(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, 714 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 609 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 46,061,897 shares in the last 24 months. This purchase volume represents approximately $3.34B 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 25,189,220 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.



This page (NYSE:BRO) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners