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Brown & Brown (BRO) Institutional Ownership

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$110.60 +1.58 (+1.45%)
Closing price 05/2/2025 03:59 PM Eastern
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$110.84 +0.23 (+0.21%)
As of 05/2/2025 07:59 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)
559
Total
Institutional Inflows
(last 12 months)
$3.28B
Number of
Institutional Sellers
(last 12 months)
339
Total
Institutional Outflows
(last 12 months)
$1.76B
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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
5/2/2025 Forte Capital LLC ADV69,990$8.71M1.0%+0.1%0.024%
5/2/2025 Commerzbank Aktiengesellschaft FI1,952$243K0.0%N/A0.001%
5/2/2025 Tributary Capital Management LLC11,482$1.43M0.1%-15.5%0.004%
5/2/2025 Graypoint LLC3,208$399K0.0%+3.3%0.001%
5/2/2025 Legacy Capital Wealth Partners LLC5,339$664K0.1%-10.5%0.002%
5/2/2025 Trust Investment Advisors1,719$214K0.1%N/A0.001%
5/2/2025 Segall Bryant & Hamill LLC118,490$14.74M0.2%-5.5%0.041%
5/2/2025 Capital A Wealth Management LLC2,218$276K0.3%-6.2%0.001%
5/2/2025 Victory Capital Management Inc.324,055$40.31M0.0%+6.5%0.113%
5/2/2025 Larson Financial Group LLC1,415$176K0.0%+340.8%0.000%
5/2/2025 Wealthfront Advisers LLC13,189$1.64M0.0%+26.4%0.005%
5/2/2025 Whittier Trust Co. of Nevada Inc.85,503$10.64M0.3%+4.6%0.030%
5/2/2025 Whittier Trust Co.173,514$21.59M0.3%-7.1%0.061%
5/2/2025 Prevail Innovative Wealth Advisors LLC13,490$1.68M0.4%-22.7%0.005%
5/2/2025 TimesSquare Capital Management LLC358,962$44.66M0.7%-8.4%0.125%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd2,534$315K0.0%-38.9%0.001%
5/2/2025 SBI Securities Co. Ltd.454$56K0.0%+26.8%0.000%
5/2/2025 Edgestream Partners L.P.5,893$733K0.0%-81.4%0.002%
5/1/2025 Florida Financial Advisors LLC2,933$364K0.1%N/A0.001%
5/1/2025 Securian Asset Management Inc.12,464$1.55M0.0%-1.6%0.004%
5/1/2025 Marks Group Wealth Management Inc87,111$10.84M1.0%-4.8%0.030%
5/1/2025 CWM LLC6,342$789K0.0%+3.7%0.002%
5/1/2025 Speece Thorson Capital Group Inc.94,083$11.70M2.4%-17.0%0.033%
5/1/2025 Stephens Inc. AR24,655$3.07M0.0%-1.7%0.009%
5/1/2025 Schechter Investment Advisors LLC1,747$217K0.0%-34.0%0.001%
5/1/2025 New York State Common Retirement Fund114,422$14.23M0.0%-60.5%0.040%
5/1/2025 Mutual of America Capital Management LLC37,683$4.69M0.1%-4.2%0.013%
5/1/2025 Arizona State Retirement System70,291$8.74M0.1%-0.2%0.025%
5/1/2025 Kathmere Capital Management LLC3,365$419K0.0%+26.4%0.001%
5/1/2025 Ballentine Partners LLC3,648$454K0.0%+4.6%0.001%
5/1/2025 IFC Advisors LLC1,838$229K0.0%N/A0.001%
5/1/2025 SteelPeak Wealth LLC23,152$2.88M0.1%N/A0.008%
5/1/2025 Diversify Wealth Management LLC2,555$318K0.0%-8.7%0.001%
5/1/2025 Xponance Inc.44,168$5.49M0.1%+0.8%0.015%
5/1/2025 Kesler Norman & Wride LLC18,143$2.26M0.4%+1.1%0.006%
5/1/2025 Fidelis Capital Partners LLC5,230$599K0.1%-2.7%0.002%
4/30/2025 State of Michigan Retirement System64,351$8.01M0.0%-0.2%0.023%
4/30/2025 Covey Capital Advisors LLC29,157$3.63M4.2%+0.6%0.010%
4/30/2025 Cerity Partners LLC49,275$6.13M0.0%+2.4%0.017%
4/30/2025 Hunter Associates Investment Management LLC11,820$1.47M0.2%-11.5%0.004%
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4/30/2025 Lountzis Asset Management LLC109,081$12.53M4.7%-9.8%0.038%
4/30/2025 Allworth Financial LP960$113K0.0%+36.6%0.000%
4/30/2025 Leavell Investment Management Inc.58,148$7.23M0.4%-2.4%0.020%
4/30/2025 Quotient Wealth Partners LLC1,940$241K0.0%N/A0.001%
4/30/2025 Nisa Investment Advisors LLC69,102$8.60M0.0%-9.7%0.024%
4/30/2025 Axxcess Wealth Management LLC4,253$529K0.0%+103.6%0.001%
4/30/2025 New Mexico Educational Retirement Board11,100$1.38M0.0%-1.8%0.004%
4/30/2025 Optimum Investment Advisors250$31K0.0%N/A0.000%
4/30/2025 DekaBank Deutsche Girozentrale251,839$30.78M0.1%-3.3%0.088%
4/30/2025 M&T Bank Corp14,693$1.83M0.0%+56.8%0.005%
4/30/2025 EULAV Asset Management444,900$55.35M1.4%+3.2%0.156%
4/30/2025 Crossmark Global Holdings Inc.22,530$2.80M0.0%-1.6%0.008%
4/30/2025 Fullcircle Wealth LLC2,066$237K0.1%+10.7%0.001%
4/29/2025 Centennial Bank AR 7,889$981K0.5%-1.6%0.003%
4/29/2025 Envestnet Asset Management Inc.801,194$99.67M0.0%+6.2%0.280%
4/29/2025 Hexagon Capital Partners LLC453$56K0.0%+45.7%0.000%
4/29/2025 Penserra Capital Management LLC20,842$2.59M0.0%+1,107.5%0.007%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.11,016$1.37M0.1%+24.4%0.004%
4/29/2025 Jackson Wealth Management LLC30,715$3.82M0.5%-1.7%0.011%
4/29/2025 Concurrent Investment Advisors LLC9,945$1.24M0.0%+8.1%0.003%
4/29/2025 Bank of New York Mellon Corp1,328,262$165.24M0.0%-3.5%0.465%
4/29/2025 Wayfinding Financial LLC715$88K0.0%N/A0.000%
4/29/2025 Truist Financial Corp280,297$34.87M0.1%+0.4%0.098%
4/29/2025 Catalyst Capital Advisors LLC37,527$4.67M0.1%-5.5%0.013%
4/29/2025 IFM Investors Pty Ltd53,693$6.68M0.1%+16.2%0.019%
4/29/2025 GF Fund Management CO. LTD.5,065$630K0.0%N/A0.002%
4/29/2025 Silver Oak Securities Incorporated5,254$646K0.1%N/A0.002%
4/28/2025 D.A. Davidson & CO.29,297$3.65M0.0%-1.8%0.010%
4/28/2025 Principal Financial Group Inc.12,940,046$1.61B0.9%+0.3%4.526%
4/28/2025 Xcel Wealth Management LLC6,834$850K0.3%+8.8%0.002%
4/28/2025 Mutual Advisors LLC4,190$480K0.0%+19.1%0.001%
4/28/2025 Tandem Investment Advisors Inc.764,709$95.13M3.3%+2.5%0.267%
4/28/2025 Teacher Retirement System of Texas54,832$6.82M0.0%-81.0%0.019%
4/28/2025 First Horizon Advisors Inc.1,535$191K0.0%+16.2%0.001%
4/28/2025 Revisor Wealth Management LLC4,208$523K0.2%+70.6%0.001%
4/28/2025 Novem Group9,949$1.24M0.2%+31.7%0.003%
4/28/2025 Private Trust Co. NA3,595$447K0.0%+4.3%0.001%
4/28/2025 WCM Investment Management LLC45,489$5.59M0.0%-20.3%0.016%
4/28/2025 Keybank National Association OH17,124$2.13M0.0%-14.0%0.006%
4/28/2025 Pictet North America Advisors SA100,094$12.45M1.2%+7.7%0.035%
4/28/2025 DAVENPORT & Co LLC45,047$5.60M0.0%+16.7%0.016%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd30,091$3.74M0.0%+17.0%0.011%
4/28/2025 Vontobel Holding Ltd.4,663$580K0.0%-8.8%0.002%
4/25/2025 Mather Group LLC.2,637$328K0.0%+8.6%0.001%
4/25/2025 Smallwood Wealth Investment Management LLC668$83K0.1%N/A0.000%
4/25/2025 Red Door Wealth Management LLC1,684$209K0.0%N/A0.001%
4/25/2025 New York State Teachers Retirement System208,028$25.88M0.1%-1.8%0.073%
4/25/2025 Amalgamated Bank52,235$6.50M0.1%+0.6%0.018%
4/25/2025 Hutchens & Kramer Investment Management Group LLC1,862$232K0.1%N/A0.001%
4/25/2025 Stonebridge Financial Group LLC56,266$7M0.7%-0.3%0.020%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
4/25/2025 KBC Group NV34,513$4.29M0.0%-9.2%0.012%
4/25/2025 Sumitomo Mitsui Trust Group Inc.582,811$72.50M0.1%+0.9%0.204%
4/24/2025 Heirloom Wealth Management54,348$6.76M1.9%+4.1%0.019%
4/24/2025 Allspring Global Investments Holdings LLC3,706,927$460.07M0.8%-5.5%1.296%
4/24/2025 Highland Capital Management LLC11,251$1.40M0.1%N/A0.004%
4/24/2025 Mirae Asset Global Investments Co. Ltd.32,993$4.06M0.0%+11.3%0.012%
4/24/2025 Achmea Investment Management B.V.21,300$2.65M0.0%-5.9%0.007%
4/24/2025 Transcend Capital Advisors LLC2,164$269K0.0%+6.8%0.001%
4/24/2025 Board of the Pension Protection Fund6,800$846K1.0%+580.0%0.002%
4/24/2025 First Merchants Corp91,913$11.43M0.5%+1.8%0.032%
(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, 860 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.05B), Principal Financial Group Inc. ($1.61B), BlackRock Inc. ($1.14B), State Street Corp ($1.13B), Select Equity Group L.P. ($814.01M), Morgan Stanley ($652.00M), and Geode Capital Management LLC ($620.74M).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 743 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 ($6.13M), First Trust Advisors LP ($2.03M), Capital World Investors ($1.98M), Madison Investment Advisors LLC ($1.94M), Vanguard Group Inc. ($1.84M), Principal Financial Group Inc. ($1.72M), and The Manufacturers Life Insurance Company ($1.59M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 56,961,504 shares in the last 24 months. This purchase volume represents approximately $5.00B in transactions.

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

Of the 454 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: First Eagle Investment Management LLC ($2.28M), Allspring Global Investments Holdings LLC ($2.12M), Select Equity Group L.P. ($2.07M), The Manufacturers Life Insurance Company ($1.20M), Clarkston Capital Partners LLC ($989.89K), Assenagon Asset Management S.A. ($897.92K), and Wellington Management Group LLP ($631.58K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 30,073,498 shares in the last 24 months. This volume of shares sold represents approximately $2.64B in transactions.



This page (NYSE:BRO) was last updated on 5/4/2025 by MarketBeat.com Staff
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