Brown & Brown (BRO) Institutional Ownership

$84.21
+0.71 (+0.85%)
(As of 05/6/2024 ET)

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

Current
Institutional Ownership
Percentage
71.01%
Number of
Institutional Buyers
(last 12 months)
403
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$864.83M
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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
5/6/2024Advisory Services Network LLC35,128$3.08M0.1%-6.1%0.012%
5/3/2024Coronation Fund Managers Ltd.46,054$4.03M0.1%+3.4%0.016%
5/3/2024Chevy Chase Trust Holdings LLC130,786$11.45M0.0%-0.9%0.046%
5/3/2024BI Asset Management Fondsmaeglerselskab A S17,455$1.53M0.0%+149.4%0.006%
5/3/2024Central Pacific Bank Trust Division18,511$1.60M0.2%N/A0.006%
5/3/2024Whittier Trust Co. of Nevada Inc.72,758$6.37M0.2%+5.3%0.026%
5/3/2024Whittier Trust Co.167,524$14.67M0.2%+3.3%0.059%
5/2/2024Suncoast Equity Management13,248$1.16M0.1%+192.5%0.005%
5/2/2024Mutual of America Capital Management LLC43,238$3.79M0.0%-1.4%0.015%
5/2/2024Fifth Lane Capital LP3,168$277K0.2%N/A0.001%
5/2/2024Daiwa Securities Group Inc.25,547$2.24M0.0%+13.5%0.009%
5/2/2024Graypoint LLC2,799$245K0.0%N/A0.001%
5/2/2024Nordea Investment Management AB20,102$1.77M0.0%+4.0%0.007%
5/2/2024Gilbert & Cook Inc.11,244$984K0.1%+3.3%0.004%
5/2/2024Fidelis Capital Partners LLC5,421$475K0.1%+13.6%0.002%
5/2/2024Choreo LLC24,627$2.16M0.1%-4.8%0.009%
5/2/2024Tokio Marine Asset Management Co. Ltd.7,096$621K0.0%+8.8%0.002%
5/2/2024 Moloney Securities Asset Management LLC2,396$210K0.0%N/A0.001%
5/2/2024 Hunter Associates Investment Management LLC16,655$1.46M0.2%+10.6%0.006%
5/1/2024 Capstone Investment Advisors LLC7,619$667K0.0%-475.1%0.003%
5/1/2024 Janney Montgomery Scott LLC167,439$14.66M0.0%-14.5%0.059%
5/1/2024 BNP Paribas Financial Markets221,986$19.43M0.0%+76.1%0.078%
5/1/2024 Mirae Asset Global Investments Co. Ltd.38,146$3.34M0.0%+3.7%0.013%
5/1/2024 BOK Financial Private Wealth Inc.24,261$2.12M0.2%-7.5%0.009%
5/1/2024 Sequoia Financial Advisors LLC6,693$586K0.0%N/A0.002%
4/30/2024 Norden Group LLC6,214$544K0.0%+71.2%0.002%
4/30/2024 Vest Financial LLC470,414$41.18M1.1%+22.2%0.165%
4/30/2024 Tandem Investment Advisors Inc.694,802$60.82M2.4%-3.1%0.244%
4/30/2024 Mayflower Financial Advisors LLC5,555$486K0.0%-3.5%0.002%
4/29/2024Commonwealth Equity Services LLC120,555$10.55M0.0%+3.0%0.042%
4/29/2024 Principal Financial Group Inc.12,718,155$1.11B0.7%+3.2%4.459%
4/29/2024 Benjamin F. Edwards & Company Inc.97,237$8.51M0.2%-0.3%0.034%
4/29/2024 Monte Financial Group LLC5,787$507K0.2%N/A0.002%
4/29/2024 Phillips Wealth Planners LLC2,480$201K0.2%N/A0.001%
4/29/2024 Tower Bridge Advisors58,082$5.08M0.5%-59.0%0.020%
4/29/2024 Mn Services Vermogensbeheer B.V.97,800$8.56M0.1%-11.8%0.034%
4/29/2024 Marks Group Wealth Management Inc108,552$9.50M1.0%-1.3%0.038%
4/29/2024 Intelligent Financial Strategies509$45K0.0%N/A0.000%
4/26/2024 Trueblood Wealth Management LLC17,720$1.55M0.9%-3.0%0.006%
4/26/2024 Securian Asset Management Inc.13,874$1.22M0.0%-7.0%0.005%
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4/26/2024 UMB Bank n.a.123,150$10.78M0.2%-0.1%0.043%
4/26/2024 Yousif Capital Management LLC135,543$11.87M0.1%+0.1%0.048%
4/26/2024 YHB Investment Advisors Inc.1,292$113K0.0%N/A0.000%
4/26/2024 SlateStone Wealth LLC15,416$1.35M0.1%+172.8%0.005%
4/25/2024 New York State Teachers Retirement System237,489$20.79M0.0%-1.5%0.083%
4/25/2024 WCM Investment Management LLC60,657$5.31M0.0%-43.8%0.021%
4/25/2024 Bank of New York Mellon Corp1,533,978$134.28M0.0%-3.1%0.538%
4/25/2024 Carmel Capital Partners LLC2,850$249K0.1%-9.9%0.001%
4/25/2024 Strategy Asset Managers LLC12,063$1.06M0.2%+176.9%0.004%
4/25/2024 BCM Advisors LLC108,898$8.94M2.3%-2.2%0.038%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 39,332$3.44M0.0%-2.5%0.014%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund77,243$6.76M0.1%-10.4%0.027%
4/25/2024 Summit Financial LLC3,154$276K0.0%-16.1%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.20,602$1.80M0.0%+13.4%0.007%
4/24/2024 V Square Quantitative Management LLC3,624$317K0.1%+36.8%0.001%
4/24/2024 Simplicity Wealth LLC2,373$208K0.0%N/A0.001%
4/24/2024 Bar Harbor Wealth Management163,596$14.32M1.0%+0.1%0.057%
4/24/2024 Assenagon Asset Management S.A.186,243$16.30M0.0%-7.5%0.065%
4/23/2024 Global Retirement Partners LLC1,672$146K0.0%+109.5%0.001%
4/23/2024 Cookson Peirce & Co. Inc.356,879$31.24M1.7%-0.3%0.125%
4/23/2024 Speece Thorson Capital Group Inc.137,281$12.02M2.3%-1.3%0.048%
4/23/2024 Louisiana State Employees Retirement System13,800$1.21M0.0%-3.5%0.005%
4/23/2024 Amalgamated Bank49,827$4.36M0.0%-23.4%0.017%
4/23/2024 New Mexico Educational Retirement Board11,900$1.04M0.0%-2.5%0.004%
4/23/2024 Cigna Investments Inc. New2,543$223K0.0%N/A0.001%
4/23/2024 Revisor Wealth Management LLC6,473$567K0.3%+100.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.45,861$4.02M0.0%+26.7%0.016%
4/22/2024 Provident Wealth Management LLC2,689$235K0.1%N/A0.001%
4/22/2024 Raymond James & Associates489,527$42.85M0.0%-0.3%0.172%
4/20/2024 Kesler Norman & Wride LLC28,271$2.48M0.5%-9.7%0.010%
4/19/2024 Legacy Wealth Asset Management LLC3,907$342K0.1%+15.6%0.001%
4/19/2024 First Trust Direct Indexing L.P.4,392$384K0.0%+14.1%0.002%
4/19/2024 Norden Group LLC99,856$8.74M0.1%+2,650.9%0.035%
4/19/2024 State of Alaska Department of Revenue25,633$2.24M0.0%+0.5%0.009%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.628,008$54.98M0.0%-4.5%0.220%
4/19/2024 Handelsinvest Investeringsforvaltning4,892$428K0.2%-34.2%0.002%
4/18/2024 Cullinan Associates Inc.13,000$1.14M0.1%N/A0.005%
4/18/2024 Allspring Global Investments Holdings LLC4,572,541$400.28M0.6%-12.7%1.603%
4/18/2024 Vaughan Nelson Investment Management L.P.24,430$2.14M0.0%-34.5%0.009%
4/18/2024 Tributary Capital Management LLC13,251$1.16M0.1%-20.5%0.005%
4/18/2024 Congress Wealth Management LLC DE 137,039$12.00M0.2%+5.2%0.048%
4/18/2024 Park Place Capital Corp1,163$102K0.0%+128.5%0.000%
4/18/2024 Diversified Trust Co2,588$227K0.0%-40.5%0.001%
4/18/2024 Compass Ion Advisors LLC11,662$1.02M0.1%+13.4%0.004%
4/17/2024 Vicus Capital2,370$207K0.0%N/A0.001%
4/16/2024 Occidental Asset Management LLC8,350$731K0.1%-12.5%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC10,185$892K0.0%+5.2%0.004%
4/15/2024 Wealthcare Advisory Partners LLC30,087$2.63M0.1%N/A0.011%
4/15/2024 Brookstone Capital Management10,013$877K0.0%+44.8%0.004%
4/15/2024 Sound Income Strategies LLC1,098$96K0.0%N/A0.000%
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4/13/2024 Wallace Advisory Group LLC3,027$265K0.2%N/A0.001%
4/12/2024 Triad Investment Management36,453$3.19M3.9%-4.9%0.013%
4/12/2024 First PREMIER Bank457$40K0.0%N/A0.000%
4/11/2024 Running Oak Capital LLC138,954$12.16M2.0%+9.0%0.049%
4/11/2024 Congress Asset Management Co. MA1,397,596$122.35M0.9%+20.5%0.490%
4/11/2024 First Affirmative Financial Network3,901$341K0.3%+28.9%0.001%
4/10/2024 Spring Capital Management LLC91,875$8.04M6.1%-4.6%0.032%
4/10/2024 Threadgill Financial LLC17,705$1.55M0.7%N/A0.006%
4/10/2024 Park Avenue Securities LLC10,484$918K0.0%+37.5%0.004%
4/10/2024 Czech National Bank41,562$3.64M0.0%+0.5%0.015%
(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, 658 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($2.00B), Select Equity Group L.P. ($1.34B), BlackRock Inc. ($1.14B), Principal Financial Group Inc. ($1.11B), State Street Corp ($751.33M), Morgan Stanley ($652.00M), and Allspring Global Investments Holdings LLC ($400.28M).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 573 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: Principal Financial Group Inc. ($4.04M), ProShare Advisors LLC ($3.26M), Norges Bank ($3.06M), Victory Capital Management Inc. ($2.33M), Assenagon Asset Management S.A. ($1.73M), Liontrust Investment Partners LLP ($1.59M), and Congress Asset Management Co. MA ($1.40M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 52,710,599 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 370 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 ($1.73M), Assenagon Asset Management S.A. ($1.65M), Clarkston Capital Partners LLC ($1.41M), Price T Rowe Associates Inc. MD ($1.06M), State Street Corp ($1.01M), First Eagle Investment Management LLC ($994.74K), and Scout Investments Inc. ($990.25K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 28,349,997 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


This page (NYSE:BRO) was last updated on 5/6/2024 by MarketBeat.com Staff

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