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Brown & Brown (BRO) Institutional Ownership

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$54.88 +0.50 (+0.92%)
As of 10:24 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)
642
Total
Institutional Inflows
(last 12 months)
$8.20B
Number of
Institutional Sellers
(last 12 months)
462
Total
Institutional Outflows
(last 12 months)
$3.75B
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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
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%
5/14/2026 Walleye 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%
5/12/2026 ABN Amro Investment Solutions18,009$1.17M0.0%-96.1%0.005%
5/8/2026 Triad Investment Management70,885$4.62M5.1%+31.0%0.021%
5/8/2026 PNC Financial Services Group Inc.55,734$3.63M0.0%+3.2%0.016%
5/8/2026 Glenview Trust Co9,682$631K0.0%+9.2%0.003%
5/8/2026 Madison Asset Management LLC2,307,622$150.48M1.9%+16.1%0.681%
5/8/2026 Johnson Financial Group Inc.589$38K0.0%-46.2%0.000%
5/7/2026 Meeder Advisory Services Inc.4,502$294K0.0%+23.3%0.001%
5/7/2026 WCM Investment Management LLC21,561$1.41M0.0%+13.1%0.006%
5/7/2026 Dimensional Fund Advisors LP1,710,837$111.57M0.0%-0.7%0.505%
5/7/2026 Balefire LLC7,668$500K0.1%N/A0.002%
5/7/2026 Parallel Advisors LLC3,077$201K0.0%+14.0%0.001%
5/7/2026 KBC Group NV44,294$2.89M0.0%-1.9%0.013%
5/7/2026 Tandem Investment Advisors Inc.1,185,144$77.28M3.8%-8.3%0.350%
5/7/2026 SEB Asset Management AB59,654$3.89M0.0%N/A0.018%
5/7/2026 Swiss National Bank851,700$55.54M0.0%+7.3%0.251%
5/6/2026 California Public Employees Retirement System513,153$33.46M0.0%-15.3%0.151%
5/6/2026 Copeland Capital Management LLC7,105$463K0.0%-93.0%0.002%
5/6/2026 Assetmark Inc.2,628$171K0.0%+192.0%0.001%
5/6/2026 C WorldWide Group Holding A S11,022$719K0.0%-17.7%0.003%
5/6/2026 Bessemer Group Inc.28,517$1.86M0.0%-22.3%0.008%
5/6/2026 Allspring Global Investments Holdings LLC2,544,886$163.89M0.3%-9.2%0.751%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super7,308$477K0.0%N/A0.002%
5/5/2026 Wealthfront Advisers LLC13,332$869K0.0%-7.9%0.004%
5/5/2026 Marks Group Wealth Management Inc86,972$5.67M0.5%+7.9%0.026%
5/5/2026 Bank of New York Mellon Corp1,391,069$90.71M0.0%+0.1%0.410%
5/5/2026 Peninsula Asset Management Inc.18,165$1.19M0.6%+24.9%0.005%
5/5/2026 Sanctuary Advisors LLC159,480$10.40M0.1%+0.8%0.047%
5/5/2026 Checchi Capital Advisers LLC3,669$239K0.0%+22.1%0.001%
5/4/2026 Nicholson Wealth Management Group LLC24,325$1.59M0.9%+7.8%0.007%
5/4/2026 Mattern Capital Management LLC142,695$9.31M1.1%+3.9%0.042%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,442$224K0.0%-15.9%0.001%
5/4/2026 State of Michigan Retirement System76,451$4.99M0.0%-0.5%0.023%
5/4/2026 Principal Financial Group Inc.15,608,720$1.02B0.5%+1.6%4.605%
5/2/2026 ARQ Wealth Advisors LLC3,725$243K0.0%N/A0.001%
5/2/2026 Carnegie Investment Counsel30,440$1.99M0.0%N/A0.009%
5/1/2026 Fifth Third Bancorp65,788$4.29M0.0%+472.9%0.019%
5/1/2026 Markel Group Inc.14,000$913K0.0%+27.3%0.004%
5/1/2026 Candriam S.C.A.185,909$12.12M0.1%-10.3%0.055%
5/1/2026 Sequoia Financial Advisors LLC11,460$747K0.0%-16.9%0.003%
4/30/2026 Equitable Trust Co.10,901$711K0.0%+1.7%0.003%
4/30/2026 Hsbc Holdings PLC576,256$37.60M0.0%-5.6%0.170%
4/30/2026 Kestra Advisory Services LLC5,983$390K0.0%-38.4%0.002%
4/30/2026 Sumitomo Mitsui Trust Group Inc.710,890$46.36M0.0%-14.7%0.209%
4/30/2026 Resona Asset Management Co. Ltd.130,432$8.51M0.0%+2.7%0.038%
4/30/2026 Frank Rimerman Advisors LLC3,441$224K0.0%+17.7%0.001%
4/29/2026 Penobscot Investment Management Company Inc.10,049$655K0.1%-51.6%0.003%
4/29/2026 Cvfg LLC15,494$1.01M0.1%N/A0.005%
4/29/2026 Montag A & Associates Inc.1,606$105K0.0%+249.1%0.000%
4/29/2026 WealthPLAN Partners LLC19,992$1.30M0.3%-34.4%0.006%
4/29/2026 Resonant Capital Advisors LLC11,341$740K0.0%+9.9%0.003%
4/29/2026 Westbourne Investment Advisors Inc.62,099$4.05M1.2%-2.7%0.018%
4/28/2026 Whittier Trust Co. of Nevada Inc.92,223$6.14M0.1%+4.0%0.027%
4/28/2026 Whittier Trust Co.196,182$13.05M0.1%+9.1%0.058%
4/28/2026 Ascentis Independent Advisors1,276$83K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR41,969$2.74M0.0%-4.7%0.012%
4/28/2026 Praxis Investment Management Inc.19,804$1.29M0.1%+35.4%0.006%
4/28/2026 Revisor Wealth Management LLC5,528$371K0.1%+16.0%0.002%
4/28/2026 V Square Quantitative Management LLC5,632$367K0.0%+30.6%0.002%
4/28/2026 Hunter Associates Investment Management LLC9,689$632K0.1%+37.6%0.003%
4/28/2026 QRG Capital Management Inc.3,521$230K0.0%-85.6%0.001%
4/27/2026 HB Wealth Management LLC14,877$970K0.0%+6.8%0.004%
4/27/2026 World Investment Advisors3,416$223K0.0%-14.5%0.001%
4/27/2026 Y Intercept Hong Kong Ltd56,477$3.68M0.1%-49.5%0.017%
4/27/2026 Leonteq Securities AG5,866$383K0.0%-18.5%0.002%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund199,093$12.98M0.1%+51.1%0.058%
4/27/2026 Elevation Point Wealth Partners LLC3,244$212K0.0%N/A0.001%
4/25/2026 Boston Trust Walden Corp104,175$6.79M0.1%+20.7%0.031%
4/25/2026 Keybank National Association OH300,387$19.59M0.1%+1,864.7%0.088%
4/24/2026 Secured Retirement Advisors LLC10,302$672K0.4%N/A0.003%
4/24/2026 IFM Investors Pty Ltd49,398$3.22M0.0%-6.1%0.015%
4/23/2026 Inspire Investing LLC5,040$329K0.0%+22.6%0.001%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 89,091$5.81M0.0%+0.6%0.026%
4/23/2026 Apollon Wealth Management LLC5,208$340K0.0%+67.4%0.002%
4/22/2026 Patton Fund Management Inc.3,123$204K0.0%+10.6%0.001%
4/22/2026 Red Door Wealth Management LLC3,393$221K0.0%+13.2%0.001%
4/22/2026 Janney Montgomery Scott LLC158,731$10.35M0.0%+22.3%0.047%
4/22/2026 Pictet Asset Management Holding SA239,018$15.59M0.0%-7.4%0.070%
4/22/2026 Union Bancaire Privee UBP SA378$25K0.0%N/A0.000%
4/22/2026 Sterling Capital Management LLC8,787$573K0.0%-92.3%0.003%
4/21/2026 Maridea Wealth Management LLC26,670$1.74M0.3%+13.8%0.008%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
4/21/2026 GHP Investment Advisors Inc.109,124$7.12M0.3%+12.6%0.032%
4/21/2026 Louisiana State Employees Retirement System14,900$972K0.0%N/A0.004%
4/20/2026 Financial Enhancement Group LLC8,969$607K0.1%+3.0%0.003%
4/20/2026 Ritholtz Wealth Management6,269$409K0.0%N/A0.002%
4/20/2026 Live Oak Private Wealth LLC10,965$715K0.1%-2.3%0.003%
4/20/2026 Blue Trust Inc.2,176$142K0.0%+164.7%0.001%
4/20/2026 OP Asset Management Ltd30,640$2.00M0.0%N/A0.009%
4/20/2026 Banque Cantonale Vaudoise10,521$686K0.0%-21.1%0.003%
4/20/2026 Assenagon Asset Management S.A.4,321$282K0.0%-66.6%0.001%
4/20/2026 Courant Investment Management LLC116,397$7.59M7.4%N/A0.034%


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 914 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), Capital World Investors ($9.28M), Vanguard Group Inc. ($9.03M), 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 85,141,498 shares in the last 24 months. This purchase volume represents approximately $8.20B in transactions.

Of the 457 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. ($2.23M), 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 40,637,402 shares in the last 24 months. This volume of shares sold represents approximately $3.74B in transactions.


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This page (NYSE:BRO) was last updated on 5/14/2026 by MarketBeat.com Staff.
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