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Brown & Brown (BRO) Institutional Ownership

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$103.92 -0.21 (-0.20%)
Closing price 03:59 PM Eastern
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$103.86 -0.06 (-0.06%)
As of 05:54 PM Eastern
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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)
616
Total
Institutional Inflows
(last 12 months)
$4.63B
Number of
Institutional Sellers
(last 12 months)
392
Total
Institutional Outflows
(last 12 months)
$2.28B
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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
7/18/2025Robeco Institutional Asset Management B.V.451,153$50.02M0.1%+91.9%0.157%
7/18/2025Truist Financial Corp266,206$29.51M0.0%-5.0%0.093%
7/17/2025 Park Place Capital Corp776$85K0.0%-18.9%0.000%
7/17/2025 Greenleaf Trust15,224$1.69M0.0%-1.4%0.005%
7/17/2025 Capital Investment Advisors LLC14,821$1.64M0.0%-4.4%0.005%
7/17/2025 HB Wealth Management LLC14,009$1.55M0.0%+4.1%0.005%
7/17/2025 Janney Montgomery Scott LLC120,869$13.40M0.0%-54.4%0.042%
7/17/2025 V Square Quantitative Management LLC3,776$419K0.1%+38.9%0.001%
7/17/2025 Sound Income Strategies LLC253$28K0.0%-77.0%0.000%
7/17/2025 SFM LLC8,141$903K0.6%+353.0%0.003%
7/16/2025 ORG Partners LLC1,995$218K0.0%+7.1%0.001%
7/16/2025 State of Alaska Department of Revenue31,483$3.49M0.0%+13.2%0.011%
7/16/2025 Patton Fund Management Inc.18,352$2.04M1.4%-41.1%0.006%
7/16/2025 ST Germain D J Co. Inc.267$30K0.0%+298.5%0.000%
7/16/2025 Congress Asset Management Co.840,488$93.19M0.6%-24.3%0.293%
7/16/2025 Hartford Investment Management Co.16,907$1.87M0.1%+14.6%0.006%
7/16/2025 Steph & Co.1,818$202K0.1%N/A0.001%
7/16/2025 Dakota Wealth Management8,022$889K0.0%N/A0.003%
7/15/2025 TD Private Client Wealth LLC436$48K0.0%+39.3%0.000%
7/15/2025 Mather Group LLC.2,496$277K0.0%-5.3%0.001%
7/15/2025 Public Employees Retirement System of Ohio89,972$9.98M0.0%-35.7%0.031%
7/15/2025 Cigna Investments Inc. New2,736$304K0.1%+9.7%0.001%
7/15/2025 CHB Investment Group LLC32,818$3.64M1.9%+11.8%0.011%
7/15/2025 Norden Group LLC8,901$987K0.1%-17.8%0.003%
7/15/2025 Maseco LLP979$109K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp7,900$876K0.0%+16.1%0.003%
7/15/2025 Forte Capital LLC ADV70,802$7.85M0.8%+1.2%0.025%
7/15/2025 Pictet North America Advisors SA99,377$11.02M1.1%-0.7%0.035%
7/15/2025 Revisor Wealth Management LLC4,507$489K0.2%+7.1%0.002%
7/14/2025 Golden State Equity Partners5,579$619K0.1%-18.5%0.002%
7/14/2025 Financial Enhancement Group LLC7,574$809K0.1%+6.6%0.003%
7/14/2025 Caitlin John LLC12,917$1.43M1.3%N/A0.005%
7/14/2025 U.S. Capital Wealth Advisors LLC30,749$3.41M0.1%N/A0.011%
7/14/2025 Park Avenue Securities LLC7,768$861K0.0%-22.3%0.003%
7/14/2025 Avanza Fonder AB22,190$2.46M0.1%+45.3%0.008%
7/11/2025 Farther Finance Advisors LLC2,942$326K0.0%-5.6%0.001%
7/11/2025 Wedge Capital Management L L P NC16,467$1.83M0.0%-10.5%0.006%
7/11/2025 Silver Oak Securities Incorporated3,186$353K0.0%-39.4%0.001%
7/11/2025 CX Institutional20,144$2.23M0.1%-0.7%0.007%
7/11/2025 Global X Japan Co. Ltd.4,993$554K0.1%-12.6%0.002%
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7/11/2025 Brendel Financial Advisors LLC3,278$363K0.2%-90.4%0.001%
7/11/2025 Spring Capital Management LLC95,745$10.62M5.6%-0.5%0.033%
7/11/2025 Assenagon Asset Management S.A.952,423$105.60M0.2%+51.5%0.332%
7/11/2025 IFM Investors Pty Ltd52,258$5.79M0.1%+17.3%0.018%
7/11/2025 Cooper Investors PTY Ltd.92,540$10.26M1.9%-11.5%0.032%
7/10/2025 Triangle Securities Wealth Management2,861$317K0.1%N/A0.001%
7/10/2025 CWC Advisors LLC.3,542$393K0.2%N/A0.001%
7/10/2025 Legacy Financial Strategies LLC33,810$3.75M0.7%-5.6%0.012%
7/10/2025 Trust Point Inc.4,203$466K0.0%-28.7%0.001%
7/10/2025 Mogy Joel R Investment Counsel Inc.50,416$5.59M0.3%+13.1%0.018%
7/10/2025 Ferguson Wellman Capital Management Inc.319,831$35.46M0.6%+2.5%0.112%
7/10/2025 Baker Tilly Wealth Management LLC3,198$355K0.1%-50.0%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC59,350$6.45M0.0%+107.3%0.021%
7/10/2025 Mn Services Vermogensbeheer B.V.91,000$10.09M0.1%+3.9%0.032%
7/10/2025 HWG Holdings LP73,024$8.10M2.4%+3.6%0.025%
7/10/2025 Wedmont Private Capital2,713$293K0.0%-10.6%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd31,570$3.50M0.0%+4.9%0.011%
7/10/2025 Threadgill Financial LLC35,051$3.89M2.1%+1.4%0.012%
7/9/2025 Bruce G. Allen Investments LLC332$37K0.0%+1,129.6%0.000%
7/9/2025 Procyon Advisors LLC3,537$392K0.0%-84.9%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.8,749$970K0.1%-20.6%0.003%
7/9/2025 Czech National Bank68,508$7.60M0.1%+25.7%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB890$99K0.0%+24.6%0.000%
7/8/2025 E. Ohman J or Asset Management AB11,570$1.28M0.0%+10.5%0.004%
7/8/2025 Parallel Advisors LLC2,508$278K0.0%+4.3%0.001%
7/7/2025 Peak Financial Advisors LLC22,400$2.48M1.3%N/A0.008%
7/7/2025 Insight Wealth Strategies LLC2,056$224K0.0%-94.4%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.40,678$4.51M0.6%+12.0%0.014%
7/1/2025 Confluence Investment Management LLC299,805$33.24M0.5%-39.3%0.105%
6/26/2025AG2R LA Mondiale Gestion D Actifs9,920$1.23M0.1%N/A0.003%
6/18/2025Voya Investment Management LLC204,438$25.43M0.0%+22.3%0.071%
6/17/2025Howe & Rusling Inc.1,610$200K0.0%N/A0.001%
6/6/2025eCIO Inc.1,478$184K0.1%N/A0.001%
6/5/2025Cim LLC25,495$3.17M0.5%+76.6%0.009%
6/5/2025Osterweis Capital Management Inc.300,979$37.44M0.0%-2.6%0.105%
6/4/2025 First Hawaiian Bank38,187$4.75M0.2%-8.4%0.013%
6/3/2025Inspire Investing LLC2,570$320K0.0%-77.9%0.001%
6/3/2025Invst LLC10,127$1.26M0.2%-2.4%0.004%
5/21/2025Acadian Asset Management LLC43,107$5.36M0.0%-62.6%0.015%
5/21/2025 IFM Investors Pty Ltd44,556$5.54M0.1%-3.6%0.016%
5/20/2025Intech Investment Management LLC287,115$35.72M0.4%-40.8%0.100%
5/20/2025Focus Partners Wealth11,149$1.39M0.0%+5.2%0.004%
5/20/2025Glenview Trust co9,537$1.19M0.0%-2.2%0.003%
5/20/2025Plato Investment Management Ltd3,552$447K0.0%-40.5%0.001%
5/19/2025Advisory Alpha LLC4,096$510K0.0%+37.8%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,585,840$197.28M0.1%+1.2%0.553%
5/16/2025Zurich Insurance Group Ltd FI193,221$24.04M0.2%-54.7%0.067%
5/16/2025Empowered Funds LLC44,329$5.52M0.1%+101.1%0.015%
5/16/2025Faithward Advisors LLC29,797$3.71M0.6%-0.7%0.010%
5/16/2025MBB Public Markets I LLC2,634$328K0.0%N/A0.001%
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5/16/2025Ascent Group LLC5,804$722K0.0%+85.5%0.002%
5/16/2025Vancity Investment Management Ltd297,938$37.06M5.1%N/A0.104%
5/16/2025Visualize Group LP305,991$38.07M12.5%+83.0%0.107%
5/16/2025United Services Automobile Association5,703$701K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.3,369$419K0.0%-16.4%0.001%
5/16/2025Sciencast Management LP29,821$3.71M0.9%+62.9%0.010%
5/16/2025Ashton Thomas Private Wealth LLC3,305$411K0.0%+22.7%0.001%
5/16/2025Goldman Sachs Group Inc.2,006,096$249.56M0.0%-11.7%0.700%
5/16/2025Teza Capital Management LLC5,261$654K0.3%N/A0.002%
5/16/2025UniSuper Management Pty Ltd24,197$3.01M0.0%-5.6%0.008%
(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, 907 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.79B), Principal Financial Group Inc. ($1.61B), BlackRock Inc. ($1.14B), State Street Corp ($1.13B), Parnassus Investments LLC ($899.14M), Select Equity Group L.P. ($780.53M), and Morgan Stanley ($652.00M).Learn more on Brown & Brown's institutional investors.

What percentage of Brown & Brown's stock is owned by institutional investors?

71.01% of Brown & Brown's stock is owned by institutional investors. Learn more on BRO's institutional investor holdings.

Which institutional investors have been buying Brown & Brown's stock?

Of the 785 institutional investors that purchased Brown & Brown's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Parnassus Investments LLC ($7.23M), Norges Bank ($6.13M), Vanguard Group Inc. ($2.40M), First Trust Advisors LP ($2.03M), Capital World Investors ($1.98M), Madison Investment Advisors LLC ($1.94M), and Assenagon Asset Management S.A. ($1.81M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 42,623,620 shares in the last 24 months. This purchase volume represents approximately $4.63B in transactions.

Which of Brown & Brown's major shareholders have been selling company stock?

Of the 392 institutional investors that sold Brown & Brown's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($3.77M), First Eagle Investment Management LLC ($1.20M), The Manufacturers Life Insurance Company ($1.11M), Allspring Global Investments Holdings LLC ($900.67K), Clarkston Capital Partners LLC ($640.31K), Los Angeles Capital Management LLC ($596.40K), and Congress Asset Management Co. ($536.70K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 21,158,851 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.



This page (NYSE:BRO) was last updated on 7/18/2025 by MarketBeat.com Staff
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