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Brown & Brown (BRO) Institutional Ownership

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$88.18 +0.76 (+0.86%)
As of 10:50 AM 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)
688
Total
Institutional Inflows
(last 12 months)
$6.75B
Number of
Institutional Sellers
(last 12 months)
443
Total
Institutional Outflows
(last 12 months)
$2.61B
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BRO Institutional Buying and Selling by Quarter

Brown & Brown Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025Mogy Joel R Investment Counsel Inc.36,697$3.44M0.2%-27.2%0.011%
10/16/2025Wallace Advisory Group LLC2,168$203K0.2%-36.5%0.001%
10/15/2025 CWM LLC62,545$5.87M0.0%+895.9%0.019%
10/15/2025 Pacer Advisors Inc.23,574$2.21M0.0%-29.3%0.007%
10/15/2025 SFM LLC9,210$864K0.5%+13.1%0.003%
10/15/2025 Inspire Investing LLC3,305$310K0.0%+29.1%0.001%
10/15/2025 Bar Harbor Wealth Management109,246$10.25M0.6%-31.2%0.033%
10/15/2025 Milestone Asset Management LLC2,148$201K0.0%N/A0.001%
10/15/2025 Norden Group LLC7,056$662K0.1%-20.7%0.002%
10/15/2025 World Investment Advisors3,209$301K0.0%+64.2%0.001%
10/15/2025 Brookstone Capital Management38,394$3.60M0.0%+31.2%0.012%
10/15/2025 Triangle Securities Wealth Management3,871$363K0.1%+35.3%0.001%
10/15/2025 Private Trust Co. NA1,014$95K0.0%+93.5%0.000%
10/15/2025 Global X Japan Co. Ltd.5,970$560K0.0%+19.6%0.002%
10/15/2025 Vontobel Holding Ltd.7,189$674K0.0%+49.7%0.002%
10/15/2025 DAVENPORT & Co LLC34,073$3.20M0.0%-5.6%0.010%
10/14/2025 HWG Holdings LP67,101$6.29M1.6%-8.1%0.020%
10/14/2025 Yousif Capital Management LLC104,954$9.84M0.1%-2.6%0.032%
10/14/2025 Patton Fund Management Inc.2,458$231K0.0%-86.6%0.001%
10/14/2025 Confluence Investment Management LLC298,360$27.98M0.4%-0.5%0.090%
10/14/2025 Exchange Traded Concepts LLC632$59K0.0%-80.9%0.000%
10/14/2025 Parkwoods Wealth Partners LLC10,061$944K0.3%-4.4%0.003%
10/14/2025 Brighton Jones LLC17,564$1.65M0.0%+95.8%0.005%
10/10/2025 CWC Advisors LLC.8,184$768K0.4%+131.1%0.002%
10/10/2025 Trust Point Inc.4,367$410K0.0%+3.9%0.001%
10/10/2025 Wedge Capital Management L L P NC11,937$1.12M0.0%-27.5%0.004%
10/10/2025 Congress Asset Management Co.669,667$62.81M0.4%-20.3%0.203%
10/9/2025 Baker Tilly Wealth Management LLC3,330$312K0.1%+4.1%0.001%
10/9/2025 Financial Enhancement Group LLC8,428$809K0.1%+11.3%0.003%
10/9/2025 U.S. Capital Wealth Advisors LLC31,104$2.92M0.1%+1.2%0.009%
10/9/2025 Voya Investment Management LLC108,200$10.15M0.0%-27.0%0.033%
10/8/2025 Wedmont Private Capital2,264$216K0.0%-16.5%0.001%
10/8/2025 Czech National Bank74,415$6.98M0.0%+8.6%0.023%
10/7/2025 Spring Capital Management LLC100,510$9.43M4.6%+5.0%0.030%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.3,488$327K0.6%-91.4%0.001%
10/7/2025 Threadgill Financial LLC39,734$3.73M1.8%+13.4%0.012%
10/7/2025 Assenagon Asset Management S.A.86,213$8.09M0.0%-90.9%0.026%
10/7/2025 Salem Investment Counselors Inc.24,000$2.25M0.1%+9.1%0.007%
10/7/2025 Oak Thistle LLC26,633$2.50M0.4%+330.4%0.008%
10/6/2025 AssuredPartners Investment Advisors LLC3,761$353K0.1%N/A0.001%
10/2/2025 GAMMA Investing LLC8,770$823K0.0%-1.8%0.003%
10/1/2025 Park National Corp OH46,125$4.33M0.1%-10.6%0.014%
10/1/2025 American National Bank of Texas4,647$436K0.4%N/A0.001%
10/1/2025 Praxis Investment Management Inc.11,103$1.04M0.1%-22.2%0.003%
9/26/2025Corient Private Wealth LLC343,415$38.07M0.1%-19.0%0.104%
9/24/2025Texas Permanent School Fund Corp16,752$1.86M0.0%-67.0%0.005%
9/22/2025Caldwell Trust Co676$75K0.0%N/A0.000%
9/15/2025Migdal Insurance & Financial Holdings Ltd.446$49K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.65,588$7.30M0.0%+2.7%0.020%
8/27/2025Orion Porfolio Solutions LLC12,518$1.39M0.0%+23.8%0.004%
8/26/2025Thrivent Financial for Lutherans45,219$5.01M0.0%-49.0%0.014%
8/20/2025Kentucky Retirement Systems15,301$1.70M0.0%-6.2%0.005%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund6,494$720K0.0%-6.5%0.002%
8/19/2025Advisory Services Network LLC33,320$3.69M0.1%-36.5%0.010%
8/19/2025Cim LLC27,225$3.02M0.4%+6.8%0.008%
8/18/2025Hudson Bay Capital Management LP2,931$325K0.0%N/A0.001%
8/18/2025Nomura Holdings Inc.13,554$1.50M0.0%+80.7%0.004%
8/18/2025CYBER HORNET ETFs LLC617$68K0.0%N/A0.000%
8/16/2025Public Sector Pension Investment Board57,657$6.39M0.0%-9.1%0.017%
8/16/2025Headlands Technologies LLC902$100K0.0%N/A0.000%
8/15/2025CANADA LIFE ASSURANCE Co169,865$18.86M0.0%-6.0%0.051%
8/15/2025Tower Research Capital LLC TRC 4,142$459K0.0%-63.8%0.001%
8/15/2025MUFG Securities EMEA plc828$92K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC343,748$38.11M0.0%-18.9%0.104%
8/15/2025Florida Financial Advisors LLC3,787$420K0.1%+29.1%0.001%
8/15/2025State of Tennessee Department of Treasury80,534$8.93M0.0%-17.0%0.024%
8/15/2025Captrust Financial Advisors498,559$55.28M0.1%-23.3%0.151%
8/15/2025Prevail Innovative Wealth Advisors LLC8,999$998K0.2%-33.3%0.003%
8/15/2025Vident Advisory LLC9,058$1.00M0.0%+8.0%0.003%
8/15/2025Voleon Capital Management LP2,259$250K0.0%N/A0.001%
8/15/2025Scott Marsh Financial LLC10,656$1.18M0.4%N/A0.003%
8/15/2025Sculptor Capital LP159,000$17.63M0.3%N/A0.048%
8/15/2025Tidal Investments LLC216,647$24.02M0.1%+786.1%0.066%
8/15/2025Select Equity Group L.P.5,745,705$637.03M2.7%-8.4%1.742%
8/15/2025Smartleaf Asset Management LLC537$59K0.0%-28.2%0.000%
8/15/2025Royal London Asset Management Ltd.1,444,467$160.15M0.4%-16.5%0.438%
8/15/2025Rafferty Asset Management LLC93,133$10.33M0.0%+19.7%0.028%
8/15/2025Orion Porfolio Solutions LLC12,518$1.39M0.0%+23.8%0.004%
8/15/2025MML Investors Services LLC27,470$3.05M0.0%-3.0%0.008%
8/15/2025Moore Capital Management LP223,360$24.76M0.3%N/A0.068%
8/15/2025Man Group plc86,048$9.54M0.0%-32.0%0.026%
8/15/2025Holocene Advisors LP606,427$67.24M0.2%N/A0.184%
8/15/2025Hudson Bay Capital Management LP2,931$325K0.0%N/A0.001%
8/15/2025ICONIQ Capital LLC2,110$234K0.0%+5.4%0.001%
8/15/2025Fortress Investment Group LLC240,000$26.61M3.8%N/A0.073%
8/15/2025George Kaiser Family Foundation3,768$418K0.1%+41.3%0.001%
8/15/2025Great Valley Advisor Group Inc.4,140$459K0.0%-37.3%0.001%
8/15/2025EP Wealth Advisors LLC9,717$1.08M0.0%+6.9%0.003%
8/15/2025Engineers Gate Manager LP10,260$1.14M0.0%N/A0.003%
8/15/2025Eschler Asset Management LLP8,275$917K0.7%N/A0.003%
8/15/2025Curi Capital LLC4,441$492K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.59,950$6.65M0.1%-31.1%0.018%
8/15/2025BI Asset Management Fondsmaeglerselskab A S11,525$1.28M0.0%-78.9%0.003%
8/15/2025BNP Paribas Financial Markets561,041$62.20M0.0%+77.3%0.170%
8/15/2025Boothbay Fund Management LLC22,565$2.50M0.0%N/A0.007%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp46,119$5.11M0.0%-0.8%0.014%
8/15/2025Brevan Howard Capital Management LP29,716$3.30M0.0%N/A0.009%
8/15/2025Bank of America Corp DE2,703,009$299.68M0.0%+16.8%0.819%
8/15/2025Adage Capital Partners GP L.L.C.676,700$75.03M0.1%N/A0.205%
8/15/2025Ameriprise Financial Inc.303,061$33.57M0.0%-45.9%0.092%
(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, 951 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.95B), Principal Financial Group Inc. ($1.61B), State Street Corp ($1.38B), Parnassus Investments LLC ($899.14M), Geode Capital Management LLC ($813.62M), Morgan Stanley ($652.00M), and Select Equity Group L.P. ($637.03M).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 835 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: Norges Bank ($10.05M), Vanguard Group Inc. ($7.52M), Parnassus Investments LLC ($7.23M), First Trust Advisors LP ($2.03M), Madison Investment Advisors LLC ($1.94M), Assenagon Asset Management S.A. ($1.81M), and The Manufacturers Life Insurance Company ($1.55M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 60,755,454 shares in the last 24 months. This purchase volume represents approximately $6.74B in transactions.

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

Of the 443 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. ($3.83M), First Eagle Investment Management LLC ($1.19M), The Manufacturers Life Insurance Company ($1.15M), Assenagon Asset Management S.A. ($1.14M), Clarkston Capital Partners LLC ($845.03K), Congress Asset Management Co. ($707.52K), and Royal London Asset Management Ltd. ($636.26K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 23,640,386 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


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This page (NYSE:BRO) was last updated on 10/17/2025 by MarketBeat.com Staff
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