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Brown & Brown (BRO) Institutional Ownership

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$69.25 +1.59 (+2.35%)
Closing price 03:59 PM Eastern
Extended Trading
$69.19 -0.06 (-0.09%)
As of 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
624
Total
Institutional Inflows
(last 12 months)
$7.29B
Number of
Institutional Sellers
(last 12 months)
447
Total
Institutional Outflows
(last 12 months)
$3.49B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Tema ETFs LLC6,354$408K0.0%+47.7%0.002%
7/10/2026 Generali Investments Management Co LLC1,084$70K0.0%+100.0%0.000%
7/10/2026 Handelsbanken Fonder AB89,134$5.72M0.0%+5.8%0.026%
7/9/2026 Allied Private Wealth LLC517$35K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.6,347$407K0.0%-9.0%0.002%
7/9/2026 Valeo Financial Advisors LLC3,134$201K0.0%N/A0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.393$25K0.0%-94.7%0.000%
7/8/2026 Trust Point Inc.4,296$276K0.0%-29.1%0.001%
7/8/2026 Czech National Bank82,971$5.32M0.0%+4.1%0.024%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab78,380$5.03M0.0%+10.9%0.023%
7/8/2026 Assenagon Asset Management S.A.289,013$18.54M0.0%+6,588.6%0.085%
7/7/2026 SFM LLC4,829$310K0.2%-47.4%0.001%
7/7/2026 Balefire LLC9,488$609K0.1%+23.7%0.003%
7/7/2026 GAMMA Investing LLC7,763$498K0.0%+19.0%0.002%
7/7/2026 Financial Enhancement Group LLC8,729$560K0.1%-2.7%0.003%
7/7/2026 CoreCap Advisors LLC842$54K0.0%-35.2%0.000%
7/6/2026 Stonebridge Financial Group LLC65,038$4.17M0.3%+13.2%0.019%
7/2/2026 Versant Capital Management Inc1,126$72K0.0%+359.6%0.000%
7/2/2026 CX Institutional6,053$388K0.0%-25.1%0.002%
7/1/2026 Confluence Investment Management LLC386,030$24.76M0.4%-4.6%0.114%
6/18/2026Western Wealth Management LLC1,794$117K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.24,873$1.62M0.0%+7.9%0.007%
6/9/2026Rathbones Group PLC1,154,219$75.27M0.3%+17.7%0.341%
6/8/2026Pine Valley Investments Ltd Liability Co6,144$401K0.0%+22.7%0.002%
6/3/2026Parallel Advisors LLC3,077$201K0.0%+14.0%0.001%
6/3/2026NewEdge Advisors LLC49,549$3.23M0.0%-10.2%0.015%
5/26/2026Serenity Investment Advisors4,851$316K0.1%-25.7%0.001%
5/26/2026Glenmede Trust Co. NA13,547$883K0.0%-31.2%0.004%
5/22/2026Summitry LLC8,086$527K0.0%N/A0.002%
5/20/2026RMR Capital Management LLC4,918$321K0.2%-36.1%0.001%
5/19/2026Western Wealth Management LLC1,794$117K0.0%N/A0.001%
5/19/2026Bank of America Corp DE3,623,179$236.27M0.0%+45.2%1.069%
5/19/2026Janus Henderson Group PLC24,402$1.59M0.0%-6.7%0.007%
5/19/2026Cim LLC15,163$989K0.1%-55.8%0.004%
5/18/2026Sunbelt Securities Inc.15,880$1.04M0.1%+72.0%0.005%
5/18/2026Amundi592,073$38.61M0.0%+4.2%0.175%
5/18/2026EverSource Wealth Advisors LLC2,976$194K0.0%+253.4%0.001%
5/18/2026Talon Private Wealth LLC6,735$439K0.1%N/A0.002%
5/18/2026California State Teachers Retirement System336,695$21.96M0.0%-3.4%0.099%
5/18/2026Royal Bank of Canada3,569,784$232.79M0.0%+5.1%1.053%
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5/18/2026Redwood Grove Capital LLC116,400$7.59M2.4%+26.5%0.034%
5/18/2026EdgePoint Investment Group Inc.113,500$7.40M0.1%N/A0.033%
5/18/2026Empowered Funds LLC28,905$1.89M0.0%+30.5%0.009%
5/16/2026The Manufacturers Life Insurance Company 155,448$10.14M0.0%-92.4%0.046%
5/16/2026Quantinno Capital Management LP161,907$10.56M0.0%+43.2%0.048%
5/16/2026SummitTX Capital L.P.6,863$448K0.0%-48.7%0.002%
5/15/2026Delta Global Management LP30,835$2.01M0.2%+17.6%0.009%
5/15/2026OMERS ADMINISTRATION Corp127,485$8.31M0.1%+2.3%0.038%
5/15/2026Waverly Advisors LLC6,095$397K0.0%+11.5%0.002%
5/15/2026Boreal Capital Management LLC5,113$333K0.3%-30.9%0.002%
5/15/2026Cannell & Spears LLC13,284$866K0.0%+5.6%0.004%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund768,395$50.11M0.1%-30.9%0.227%
5/14/2026Dai ichi Life Insurance Company Ltd5,083$331K0.0%-6.4%0.001%
5/14/2026Renaissance Technologies LLC1,573,902$102.63M0.2%+46.5%0.464%
5/14/2026Public Employees Retirement System of Ohio82,722$5.39M0.0%-4.8%0.024%
5/14/2026Arrowstreet Capital Limited Partnership9,823$641K0.0%+64.3%0.003%
5/14/2026Clarkston Capital Partners LLC414,861$27.05M2.1%-25.1%0.122%
5/14/2026Bank of Nova Scotia50,761$3.31M0.0%-29.6%0.015%
5/14/2026Gibbs Wealth Management4,804$313K0.0%+18.9%0.001%
5/14/2026Sei Investments Co.376,761$24.57M0.0%-34.0%0.111%
5/14/2026Lido Advisors LLC18,946$1.24M0.0%-1.6%0.006%
5/14/2026Walleye Capital LLC44,825$2.92M0.0%-35.4%0.013%
5/13/2026Cetera Investment Advisers36,804$2.40M0.0%+0.9%0.011%
5/13/2026Quantum Capital Management LLC NJ641,613$41.84M5.4%-1.3%0.189%
5/13/2026Fairbanks Capital Management Inc.19,655$1.28M0.8%-2.4%0.006%
5/13/2026First Trust Advisors LP10,964$715K0.0%-4.3%0.003%
5/12/2026ABN Amro Investment Solutions18,009$1.17M0.0%-96.1%0.005%
5/8/2026Triad Investment Management70,885$4.62M5.1%+31.0%0.021%
5/8/2026PNC Financial Services Group Inc.55,734$3.63M0.0%+3.2%0.016%
5/8/2026Glenview Trust Co9,682$631K0.0%+9.2%0.003%
5/8/2026Madison Asset Management LLC2,307,622$150.48M1.9%+16.1%0.681%
5/8/2026Johnson Financial Group Inc.589$38K0.0%-46.2%0.000%
5/7/2026Meeder Advisory Services Inc.4,502$294K0.0%+23.3%0.001%
5/7/2026WCM Investment Management LLC21,561$1.41M0.0%+13.1%0.006%
5/7/2026Dimensional Fund Advisors LP1,710,837$111.57M0.0%-0.7%0.505%
5/7/2026 Balefire LLC7,668$500K0.1%N/A0.002%
5/7/2026Parallel Advisors LLC3,077$201K0.0%+14.0%0.001%
5/7/2026KBC Group NV44,294$2.89M0.0%-1.9%0.013%
5/7/2026Tandem Investment Advisors Inc.1,185,144$77.28M3.8%-8.3%0.350%
5/7/2026SEB Asset Management AB59,654$3.89M0.0%N/A0.018%
5/7/2026Swiss National Bank851,700$55.54M0.0%+7.3%0.251%
5/6/2026California Public Employees Retirement System513,153$33.46M0.0%-15.3%0.151%
5/6/2026Copeland Capital Management LLC7,105$463K0.0%-93.0%0.002%
5/6/2026Assetmark Inc.2,628$171K0.0%+192.0%0.001%
5/6/2026C WorldWide Group Holding A S11,022$719K0.0%-17.7%0.003%
5/6/2026Bessemer Group Inc.28,517$1.86M0.0%-22.3%0.008%
5/6/2026Allspring Global Investments Holdings LLC2,544,886$163.89M0.3%-9.2%0.751%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super7,308$477K0.0%N/A0.002%
5/5/2026Wealthfront Advisers LLC13,332$869K0.0%-7.9%0.004%
5/5/2026Marks Group Wealth Management Inc86,972$5.67M0.5%+7.9%0.026%
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5/5/2026Bank of New York Mellon Corp1,391,069$90.71M0.0%+0.1%0.410%
5/5/2026Peninsula Asset Management Inc.18,165$1.19M0.6%+24.9%0.005%
5/5/2026Sanctuary Advisors LLC159,480$10.40M0.1%+0.8%0.047%
5/5/2026Checchi Capital Advisers LLC3,669$239K0.0%+22.1%0.001%
5/4/2026Nicholson Wealth Management Group LLC24,325$1.59M0.9%+7.8%0.007%
5/4/2026Mattern Capital Management LLC142,695$9.31M1.1%+3.9%0.042%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,442$224K0.0%-15.9%0.001%
5/4/2026State of Michigan Retirement System76,451$4.99M0.0%-0.5%0.023%
5/4/2026Principal Financial Group Inc.15,608,720$1.02B0.5%+1.6%4.605%
5/2/2026ARQ Wealth Advisors LLC3,725$243K0.0%N/A0.001%


BRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,036 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.00B), Capital World Investors ($1.43B), State Street Corp ($1.07B), Principal Financial Group Inc. ($1.02B), Select Equity Group L.P. ($637.03M), Geode Capital Management LLC ($631.50M), and Norges Bank ($516.84M).Learn more on Brown & Brown's institutional investors.

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

Of the 912 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 ($13.47M), Vanguard Group Inc. ($9.03M), Capital World Investors ($8.80M), Parnassus Investments LLC ($7.23M), Capital International Investors ($4.66M), Van Lanschot Kempen Investment Management N.V. ($2.59M), and Principal Financial Group Inc. ($2.29M).

Institutional investors have bought a total of 79,054,744 shares in the last 24 months. This purchase volume represents approximately $7.29B in transactions.

Of the 447 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: The Manufacturers Life Insurance Company ($2.19M), Ghisallo Capital Management LLC ($1.85M), Invesco Ltd. ($1.76M), Boston Partners ($1.57M), Royal Bank of Canada ($1.49M), CIBC Private Wealth Group LLC ($1.37M), and Caisse de depot et placement du Quebec ($1.34M).

Institutional investors have sold a total of 39,785,862 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


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This page (NYSE:BRO) was last updated on 7/13/2026 by MarketBeat.com Staff.
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