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Brown & Brown (BRO) Institutional Ownership

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$93.48 +0.98 (+1.05%)
As of 02:25 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)
648
Total
Institutional Inflows
(last 12 months)
$4.91B
Number of
Institutional Sellers
(last 12 months)
406
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
8/8/2025ABN Amro Investment Solutions447,209$49.58M1.0%N/A0.136%
8/8/2025Candriam S.C.A.230,393$25.55M0.1%-15.6%0.070%
8/8/2025Police & Firemen s Retirement System of New Jersey41,795$4.63M0.0%+19.0%0.013%
8/8/2025Geode Capital Management LLC7,369,576$813.62M0.1%+16.6%2.234%
8/8/2025PNC Financial Services Group Inc.46,376$5.14M0.0%+3.4%0.014%
8/8/2025Forsta AP Fonden45,800$5.08M0.0%+5.8%0.014%
8/8/2025TimesSquare Capital Management LLC449,542$49.84M0.7%+25.2%0.136%
8/8/2025KBC Group NV41,584$4.61M0.0%+20.5%0.013%
8/8/2025SBI Securities Co. Ltd.344$38K0.0%-24.2%0.000%
8/8/2025Mitsubishi UFJ Trust & Banking Corp486,470$53.94M0.1%-8.4%0.147%
8/8/2025National Pension Service344,237$38.17M0.0%+0.8%0.104%
8/8/2025Fairbanks Capital Management Inc.14,885$1.65M0.9%+6.7%0.005%
8/7/2025Boston Partners1,544,503$171.16M0.2%N/A0.468%
8/7/2025Peninsula Asset Management Inc.24,520$2.72M1.4%+0.8%0.007%
8/7/2025Ibex Wealth Advisors67,426$7.48M0.8%-1.0%0.020%
8/7/2025Vise Technologies Inc.5,201$577K0.0%N/A0.002%
8/7/2025Allworth Financial LP5,499$610K0.0%+472.8%0.002%
8/7/2025BOK Financial Private Wealth Inc.12,070$1.34M0.1%-19.8%0.004%
8/7/2025Fidelis Capital Partners LLC5,579$619K0.1%+6.7%0.002%
8/7/2025ProShare Advisors LLC1,405,977$155.88M0.3%-15.7%0.426%
8/7/2025Profund Advisors LLC3,767$418K0.0%+11.2%0.001%
8/7/2025Prescott Group Capital Management L.L.C.3,768$418K0.0%+41.3%0.001%
8/7/2025Rathbones Group PLC589,460$65.35M0.3%+45.1%0.179%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.586,834$65.06M0.1%+24.6%0.178%
8/7/2025Aviva PLC158,370$17.56M0.0%+163.9%0.048%
8/7/2025Los Angeles Capital Management LLC62,762$6.96M0.0%-73.5%0.019%
8/6/2025 Prospera Financial Services Inc17,745$1.97M0.0%-6.9%0.005%
8/6/2025 AGF Management Ltd.27,630$3.06M0.0%+17.3%0.008%
8/6/2025Summit Investment Advisors Inc.17,070$2.12M1.7%-12.7%0.005%
8/6/2025 AE Wealth Management LLC14,244$1.58M0.0%-19.9%0.004%
8/6/2025 Metis Global Partners LLC17,057$1.89M0.0%-5.6%0.005%
8/6/2025 Penserra Capital Management LLC1,326$146K0.0%-93.6%0.000%
8/6/2025 Wedbush Securities Inc.11,864$1.32M0.0%+7.9%0.004%
8/6/2025 Sterling Capital Management LLC134,888$14.96M0.2%-22.6%0.041%
8/6/2025 Atlas Legacy Advisors LLC9,020$1M0.2%+25.6%0.003%
8/6/2025 Savant Capital LLC25,266$2.80M0.0%-4.1%0.008%
8/6/2025 Washington Trust Bank4,070$451K0.0%-14.9%0.001%
8/6/2025 Achmea Investment Management B.V.23,410$2.60M0.0%+9.9%0.007%
8/6/2025 Suncoast Equity Management12,374$1.37M0.1%-32.7%0.004%
8/6/2025 C WorldWide Group Holding A S21,518$2.39M0.0%N/A0.007%
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8/6/2025 Andra AP fonden95,804$10.62M0.1%+320.1%0.029%
8/6/2025 Resona Asset Management Co. Ltd.127,797$14.13M0.1%+18.9%0.039%
8/5/2025 Huntington National Bank3,561$395K0.0%+21.7%0.001%
8/5/2025 Fullcircle Wealth LLC2,294$254K0.1%+11.0%0.001%
8/5/2025 Lynwood Price Capital Management LP32,800$3.64M1.8%N/A0.010%
8/5/2025 Bank of New York Mellon Corp1,368,855$151.77M0.0%+3.1%0.415%
8/5/2025 Access Investment Management LLC10,000$1.11M0.3%N/A0.003%
8/5/2025 Corton Capital Inc.2,337$259K0.3%N/A0.001%
8/5/2025 Speece Thorson Capital Group Inc.95,854$10.63M2.2%+1.9%0.029%
8/5/2025 Hunter Associates Investment Management LLC7,620$842K0.1%-35.5%0.002%
8/5/2025 Bank of Montreal Can515,601$57.17M0.0%-3.1%0.156%
8/5/2025 Burney Co.2,985$331K0.0%-4.0%0.001%
8/5/2025 State of Michigan Retirement System76,151$8.44M0.0%+18.3%0.023%
8/5/2025 Smith Shellnut Wilson LLC ADV2,062$229K0.1%-44.9%0.001%
8/5/2025 Gilbert & Cook Inc.9,280$1.03M0.1%-2.8%0.003%
8/5/2025 Kesler Norman & Wride LLC17,764$1.97M0.3%-2.1%0.005%
8/4/2025 GAM Holding AG11,775$1.31M0.1%+2.4%0.004%
8/4/2025 Covey Capital Advisors LLC25,115$2.78M3.0%-13.9%0.008%
8/4/2025 Simon Quick Advisors LLC10,079$1.12M0.0%-4.6%0.003%
8/4/2025 Amalgamated Bank50,461$5.60M0.0%-3.4%0.015%
8/4/2025 Retirement Systems of Alabama60,975$6.76M0.0%+19.6%0.018%
8/4/2025 Assetmark Inc.623$69K0.0%+189.8%0.000%
8/4/2025 Keybank National Association OH15,255$1.69M0.0%-10.9%0.005%
8/4/2025 Hantz Financial Services Inc.91,396$10.13M0.2%-12.1%0.028%
8/4/2025 Arkadios Wealth Advisors5,406$599K0.0%-22.3%0.002%
8/4/2025 World Investment Advisors1,954$217K0.0%N/A0.001%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.446$49K0.0%N/A0.000%
8/1/2025 Motco293$32K0.0%N/A0.000%
8/1/2025 Mizuho Markets Americas LLC2,192$243K0.0%-80.8%0.001%
8/1/2025 New York Life Investment Management LLC32,400$3.59M0.0%+1.9%0.010%
8/1/2025 Motley Fool Wealth Management LLC226,913$25.16M1.5%-10.5%0.069%
8/1/2025 Motley Fool Asset Management LLC85,864$9.52M0.4%-2.1%0.026%
8/1/2025 Logan Capital Management Inc.16,928$1.88M0.1%+105,700.0%0.005%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund130,643$14.48M0.1%+33.8%0.040%
8/1/2025 Advisory Alpha LLC5,189$575K0.0%+26.7%0.002%
8/1/2025 Teacher Retirement System of Texas73,087$8.10M0.0%+33.3%0.022%
8/1/2025 Bessemer Group Inc.21,083$2.34M0.0%+2.3%0.006%
8/1/2025 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group6,997$776K0.5%-32.7%0.002%
8/1/2025 Ashton Thomas Private Wealth LLC4,423$490K0.0%+33.8%0.001%
8/1/2025 Envestnet Asset Management Inc.741,295$82.19M0.0%-7.5%0.225%
7/31/2025 Nisa Investment Advisors LLC69,590$7.72M0.0%+0.7%0.021%
7/31/2025 Resonant Capital Advisors LLC10,036$1.11M0.1%+6.9%0.003%
7/31/2025 Wealthfront Advisers LLC15,389$1.71M0.0%+16.7%0.005%
7/31/2025 Oppenheimer Asset Management Inc.17,656$1.96M0.0%-27.0%0.005%
7/31/2025 VestGen Investment Management5,589$620K0.4%-9.3%0.002%
7/31/2025 Brighton Jones LLC8,972$995K0.0%-3.5%0.003%
7/31/2025 Leavell Investment Management Inc.57,494$6.37M0.3%-1.1%0.017%
7/31/2025 Lountzis Asset Management LLC108,718$12.05M4.2%-0.3%0.033%
7/31/2025 AG2R LA Mondiale Gestion D Actifs10,986$1.22M0.1%+10.7%0.003%
7/31/2025 Curio Wealth LLC1,200$133K0.1%+119,900.0%0.000%
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7/31/2025 State of New Jersey Common Pension Fund D79,709$8.84M0.0%+2.1%0.024%
7/31/2025 AlphaQuest LLC6,675$740K0.1%N/A0.002%
7/31/2025 Sumitomo Mitsui Trust Group Inc.760,893$84.36M0.1%+30.6%0.231%
7/31/2025 Catalyst Capital Advisors LLC35,893$3.98M0.1%-4.4%0.011%
7/31/2025 Asset Management One Co. Ltd.107,126$11.88M0.0%+5.6%0.032%
7/31/2025 R Squared Ltd2,948$327K0.2%N/A0.001%
7/30/2025 Tributary Capital Management LLC10,828$1.20M0.1%-5.7%0.004%
7/30/2025 Ethic Inc.30,059$3.29M0.1%+6.3%0.010%
7/30/2025 Cookson Peirce & Co. Inc.391,711$43.43M1.9%-2.1%0.137%
7/30/2025 Brookstone Capital Management29,267$3.25M0.0%+271.3%0.010%
(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, 925 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), Geode Capital Management LLC ($813.62M), and Select Equity Group L.P. ($780.53M).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 806 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 44,686,129 shares in the last 24 months. This purchase volume represents approximately $4.91B in transactions.

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

Of the 406 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), Clarkston Capital Partners LLC ($640.31K), Congress Asset Management Co. ($536.70K), Allspring Global Investments Holdings LLC ($511.07K), and Los Angeles Capital Management LLC ($484.24K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 20,869,243 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 8/8/2025 by MarketBeat.com Staff
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