S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
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S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
Game-Changing Cancer Tech Nears FDA Completion (Ad)
Are NFTs Back? Why NFTs Will Make a Comeback in 2024
Dubai's sky-high aspirations find a new outlet as it hosts a jet suit race for 'Iron Man' pilots
Is Gold Really Boring? (Ad)
Apple Cancels Its 10-Year Electric Car Project, Moves Some Employees to AI Division
Leaders, Here Are 4 Ways You're Inadvertently Destroying Trust in the Workplace (and What to Do Instead)
Is Gold Really Boring? (Ad)
Wendy's says it has no plans to raise prices during the busiest times at its restaurants
Oil spill from capsized barge near Tobago has reached beaches hundreds of miles away, officials say
S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
Game-Changing Cancer Tech Nears FDA Completion (Ad)
Are NFTs Back? Why NFTs Will Make a Comeback in 2024
Dubai's sky-high aspirations find a new outlet as it hosts a jet suit race for 'Iron Man' pilots
Is Gold Really Boring? (Ad)
Apple Cancels Its 10-Year Electric Car Project, Moves Some Employees to AI Division
Leaders, Here Are 4 Ways You're Inadvertently Destroying Trust in the Workplace (and What to Do Instead)
Is Gold Really Boring? (Ad)
Wendy's says it has no plans to raise prices during the busiest times at its restaurants
Oil spill from capsized barge near Tobago has reached beaches hundreds of miles away, officials say
S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
Game-Changing Cancer Tech Nears FDA Completion (Ad)
Are NFTs Back? Why NFTs Will Make a Comeback in 2024
Dubai's sky-high aspirations find a new outlet as it hosts a jet suit race for 'Iron Man' pilots
Is Gold Really Boring? (Ad)
Apple Cancels Its 10-Year Electric Car Project, Moves Some Employees to AI Division
Leaders, Here Are 4 Ways You're Inadvertently Destroying Trust in the Workplace (and What to Do Instead)
Is Gold Really Boring? (Ad)
Wendy's says it has no plans to raise prices during the busiest times at its restaurants
Oil spill from capsized barge near Tobago has reached beaches hundreds of miles away, officials say

Brown & Brown (BRO) Institutional Ownership

$84.81
+0.70 (+0.83%)
(As of 02/28/2024 ET)

Institutional Ownership Changes (13F Filings) for Brown & Brown (NYSE:BRO)

Current
Institutional Ownership
Percentage
70.33%
Number of
Institutional Buyers
(last 12 months)
448
Total
Institutional Inflows
(last 12 months)
$2.00 B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$1.17 B
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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
2/28/2024American International Group Inc.64,959$4.62M0.0%+1.3%0.023%
2/28/2024EP Wealth Advisors LLC10,050$0.72M0.0%+68.7%0.004%
2/26/2024Integrated Advisors Network LLC28,979$2.06M0.1%+2.2%0.010%
2/26/2024Teachers Retirement System of The State of Kentucky20,201$1.44M0.0%-4.4%0.007%
2/23/2024Cim LLC14,835$1.06M0.2%N/A0.005%
2/23/2024Speece Thorson Capital Group Inc.139,077$9.89M2.0%+0.7%0.049%
2/20/2024Vancity Investment Management Ltd227,429$16.17M2.4%-24.1%0.080%
2/20/2024Quarry LP756$54K0.0%N/A0.000%
2/17/2024FIL Ltd315,142$22.41M0.0%-25.6%0.111%
2/16/2024Price T Rowe Associates Inc. MD521,050$37.05M0.0%+35.7%0.183%
2/16/2024Spouting Rock Asset Management LLC9,290$0.66M0.2%-43.2%0.003%
2/16/2024Studio Investment Management LLC5,822$0.41M0.1%-15.0%0.002%
2/16/2024GSA Capital Partners LLP6,232$0.44M0.0%N/A0.002%
2/16/2024Public Employees Retirement System of Ohio121,446$8.64M0.0%-23.5%0.043%
2/15/2024GTS Securities LLC4,634$0.33M0.0%N/A0.002%
2/15/2024Mercer Global Advisors Inc. ADV13,039$0.93M0.0%+28.9%0.005%
2/15/2024Townsquare Capital LLC49,246$3.50M0.1%+65.8%0.017%
2/15/2024E. Ohman J or Asset Management AB9,900$0.70M0.0%-12.4%0.003%
2/15/2024Virtus ETF Advisers LLC8,750$0.62M0.4%-16.6%0.003%
2/15/2024Moneta Group Investment Advisors LLC3,318$0.24M0.0%N/A0.001%
2/15/2024Virtus Investment Advisers Inc.2,900$0.21M0.2%N/A0.001%
2/15/2024Legal & General Group Plc1,441,552$102.51M0.0%+14.1%0.507%
2/15/2024Barclays PLC1,260,979$89.67M0.0%+32.0%0.443%
2/15/2024Vanguard Group Inc.28,152,200$2B0.0%+1.0%9.892%
2/15/2024Voloridge Investment Management LLC216,064$15.36M0.1%+18.8%0.076%
2/15/2024Voya Investment Management LLC180,306$12.82M0.0%+3.3%0.063%
2/15/2024Vident Advisory LLC148,655$10.57M0.3%+2.6%0.052%
2/15/2024Wolverine Trading LLC3,253$0.23M0.0%-76.4%0.001%
2/15/2024West Tower Group LLC1,037$74K0.1%+29.9%0.000%
2/15/2024Nuveen Asset Management LLC901,237$64.09M0.0%-1.6%0.317%
2/15/2024OLD Mission Capital LLC75,222$5.35M0.1%N/A0.026%
2/15/2024Osterweis Capital Management Inc.386,779$27.50M1.7%+1.2%0.136%
2/15/2024Price T Rowe Associates Inc. MD521,050$37.05M0.0%+35.7%0.183%
2/15/2024Profund Advisors LLC3,061$0.22M0.0%N/A0.001%
2/15/2024Public Sector Pension Investment Board36,781$2.62M0.0%-33.2%0.013%
2/15/2024Gotham Asset Management LLC135,279$9.62M0.2%+6.8%0.048%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund70,000$4.98M0.0%-25.5%0.025%
2/15/2024Buckingham Strategic Wealth LLC3,843$0.27M0.0%-20.2%0.001%
2/15/2024Baird Financial Group Inc.185,579$13.20M0.0%-0.5%0.065%
2/15/2024Brevan Howard Capital Management LP3,656$0.26M0.0%N/A0.001%
2/15/2024Chilton Investment Co. Inc.18,022$1.28M0.0%+18.4%0.006%
2/15/2024Comerica Bank124,183$8.83M0.0%+10.4%0.044%
2/14/2024Royal Bank of Canada1,963,826$139.65M0.0%+14.5%0.690%
2/14/2024Pathstone Holdings LLC23,201$1.65M0.0%N/A0.008%
2/14/2024Kestra Advisory Services LLC7,349$0.52M0.0%+69.1%0.003%
2/14/2024Point72 Asset Management L.P.343,429$24.42M0.1%-13.9%0.121%
2/14/2024Creative Planning14,034$1M0.0%+59.8%0.005%
2/14/2024Cubist Systematic Strategies LLC14,143$1.01M0.0%-60.4%0.005%
2/14/2024Ethic Inc.14,831$1.06M0.0%+53.6%0.005%
2/14/2024Bridgewater Associates LP38,500$2.74M0.0%N/A0.014%
2/14/2024MGO One Seven LLC5,972$0.43M0.0%N/A0.002%
2/14/2024Keyes Stange & Wooten Wealth Management LLC7,597$0.54M0.6%N/A0.003%
2/14/2024Balyasny Asset Management L.P.13,296$0.95M0.0%-97.9%0.005%
2/14/2024Nomura Holdings Inc.17,793$1.27M0.0%+1.6%0.006%
2/14/2024Cresset Asset Management LLC331,047$23.54M0.1%+1.6%0.116%
2/14/2024Unigestion Holding SA11,615$0.83M0.0%N/A0.004%
2/14/2024State of Tennessee Treasury Department134,407$9.56M0.0%-2.8%0.047%
2/14/2024Verition Fund Management LLC382,456$27.20M0.2%-41.7%0.134%
2/14/2024Elo Mutual Pension Insurance Co21,047$1.50M0.0%+4.0%0.007%
2/14/2024Sei Investments Co.245,019$17.42M0.0%+28.0%0.086%
2/14/2024Capital Fund Management S.A.116,689$8.30M0.0%+81.7%0.041%
2/14/2024Shell Asset Management Co.107,847$7.67M0.4%-15.4%0.038%
2/14/2024Ghisallo Capital Management LLC70,800$5.04M0.5%N/A0.025%
2/14/2024Ossiam18,829$1.34M0.0%-3.9%0.007%
2/14/2024Scout Investments Inc.217,715$15.48M0.4%-62.3%0.076%
2/14/2024Seven Eight Capital LP8,514$0.61M0.1%+57.0%0.003%
2/14/2024Schroder Investment Management Group82,682$5.88M0.0%+45.6%0.029%
2/13/2024Vinva Investment Management Ltd8,322$0.59M0.0%+40.6%0.003%
2/13/2024Envestnet Asset Management Inc.493,655$35.10M0.0%+24.6%0.173%
2/13/2024Stephens Inc. AR26,351$1.87M0.0%+3.5%0.009%
2/13/2024First National Bank of Omaha88,418$6.29M0.4%-11.1%0.031%
2/13/2024Northern Trust Corp2,216,417$157.61M0.0%-3.0%0.779%
2/13/2024Pinebridge Investments L.P.360,473$25.63M0.2%N/A0.127%
2/13/2024American International Group Inc.64,959$4.62M0.0%+1.3%0.023%
2/13/2024Cibc World Markets Corp54,917$3.91M0.0%+45.3%0.019%
2/13/2024Public Employees Retirement Association of Colorado26,916$1.91M0.0%-57.4%0.009%
2/13/20241832 Asset Management L.P.322,209$22.91M0.0%+0.5%0.113%
2/13/2024Cetera Advisor Networks LLC12,014$0.85M0.0%+26.6%0.004%
2/13/2024Crossmark Global Holdings Inc.21,987$1.56M0.0%-1.7%0.008%
2/13/2024Tower Research Capital LLC TRC 45,858$3.26M0.0%+203.8%0.016%
2/13/2024Southeast Asset Advisors Inc.73,643$5.24M0.7%-10.9%0.026%
2/13/2024First Trust Advisors LP232,242$16.52M0.0%-91.2%0.082%
2/13/2024Goldman Sachs Group Inc.3,598,618$255.90M0.0%+17.1%1.264%
2/13/2024Blueshift Asset Management LLC5,525$0.39M0.2%N/A0.002%
2/13/2024Royal London Asset Management Ltd.957,398$68.08M0.2%-5.1%0.336%
2/13/2024CIBC Private Wealth Group LLC1,396,213$99.29M0.2%-0.9%0.491%
2/13/2024Carmignac Gestion47,011$3.34M0.1%+6.0%0.017%
2/13/2024Rafferty Asset Management LLC83,724$5.95M0.0%+6.0%0.029%
2/13/2024CIBC Asset Management Inc32,678$2.32M0.0%-3.8%0.011%
2/13/2024NEOS Investment Management LLC3,261$0.23M0.0%N/A0.001%
2/13/2024CWA Asset Management Group LLC3,604$0.26M0.0%N/A0.001%
2/13/2024The Manufacturers Life Insurance Company 2,000,227$142.24M0.1%+76.2%0.703%
2/13/2024Prevail Innovative Wealth Advisors LLC3,158$0.23M0.1%N/A0.001%
2/13/2024KBC Group NV42,720$3.04M0.0%-75.5%0.015%
2/13/2024APG Asset Management US Inc.46,998$3.34M0.0%N/A0.017%
2/13/2024California State Teachers Retirement System384,699$27.36M0.0%+3.0%0.135%
2/12/2024Madison Asset Management LLC1,361,608$96.82M1.3%+2.6%0.478%
2/12/2024Brown Brothers Harriman & Co.282,727$20.11M0.2%+35.7%0.099%
2/12/2024Bank of Nova Scotia161,614$11.49M0.0%+635.0%0.057%
2/12/2024TFO Wealth Partners LLC3,981$0.28M0.0%+2,827.2%0.001%
(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, 709 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($2B), BlackRock Inc. ($1.14B), Select Equity Group L.P. ($948.48M), Principal Financial Group Inc. ($876.50M), State Street Corp ($751.33M), Morgan Stanley ($652M), and Quilter Plc ($438.91M).Learn more on BRO's institutional investors.

What percentage of Brown & Brown stock is owned by institutional investors?

70.33% 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 627 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: Morgan Stanley ($6.19M), Norges Bank ($5.55M), Principal Financial Group Inc. ($3.64M), Victory Capital Management Inc. ($3.52M), Goldman Sachs Group Inc. ($3.43M), ProShare Advisors LLC ($3.26M), and Assenagon Asset Management S.A. ($1.84M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 74,669,531 shares in the last 24 months. This purchase volume represents approximately $4.72B in transactions.

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

Of the 419 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 Trust Advisors LP ($2.92M), Price T Rowe Associates Inc. MD ($2.07M), Select Equity Group L.P. ($2.07M), Assenagon Asset Management S.A. ($1.64M), Clarkston Capital Partners LLC ($1.41M), Vanguard Group Inc. ($1.17M), and State Street Corp ($1.14M).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 41,343,337 shares in the last 24 months. This volume of shares sold represents approximately $2.70B in transactions.


This page (NYSE:BRO) was last updated on 2/29/2024 by MarketBeat.com Staff