S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Urgent alert: open this for a huge profit potential (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Options trading has suddenly become more reliable. (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Urgent alert: open this for a huge profit potential (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Options trading has suddenly become more reliable. (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Urgent alert: open this for a huge profit potential (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Options trading has suddenly become more reliable. (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Urgent alert: open this for a huge profit potential (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Options trading has suddenly become more reliable. (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
Free Trial

Brown & Brown (BRO) Institutional Ownership

→ The “Perfect Storm” for Gold (From Gold Safe Exchange) (Ad)
Free BRO Stock Alerts
$82.17
+1.04 (+1.28%)
(As of 04/19/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
71.01%
Number of
Institutional Buyers
(last 12 months)
455
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$1.27B
Get BRO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Brown & Brown stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BRO Institutional Buying and Selling by Quarter

Brown & Brown Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024State of Alaska Department of Revenue25,633$2.24M0.0%+0.5%0.009%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.628,008$54.98M0.0%-4.5%0.220%
4/19/2024Handelsinvest Investeringsforvaltning4,892$428K0.2%-34.2%0.002%
4/18/2024Cullinan Associates Inc.13,000$1.14M0.1%N/A0.005%
4/18/2024Allspring Global Investments Holdings LLC4,572,541$400.28M0.6%-12.7%1.602%
4/18/2024Vaughan Nelson Investment Management L.P.24,430$2.14M0.0%-34.5%0.009%
4/18/2024Tributary Capital Management LLC13,251$1.16M0.1%-20.5%0.005%
4/18/2024Congress Wealth Management LLC DE 137,039$12.00M0.2%+5.2%0.048%
4/18/2024Park Place Capital Corp1,163$102K0.0%+128.5%0.000%
4/18/2024Diversified Trust Co2,588$227K0.0%-40.5%0.001%
4/18/2024Compass Ion Advisors LLC11,662$1.02M0.1%+13.4%0.004%
4/17/2024Vicus Capital2,370$207K0.0%N/A0.001%
4/16/2024Occidental Asset Management LLC8,350$731K0.1%-12.5%0.003%
4/16/2024Wealth Enhancement Advisory Services LLC10,185$892K0.0%+5.2%0.004%
4/15/2024Wealthcare Advisory Partners LLC30,087$2.63M0.1%N/A0.011%
4/15/2024Brookstone Capital Management10,013$877K0.0%+44.8%0.004%
4/15/2024Sound Income Strategies LLC1,098$96K0.0%N/A0.000%
4/13/2024 Wallace Advisory Group LLC3,027$265K0.2%N/A0.001%
4/12/2024 Triad Investment Management36,453$3.19M3.9%-4.9%0.013%
4/12/2024 First PREMIER Bank457$40K0.0%N/A0.000%
4/11/2024 Running Oak Capital LLC138,954$12.16M2.0%+9.0%0.049%
4/11/2024 Congress Asset Management Co. MA1,397,596$122.35M0.9%+20.5%0.490%
4/11/2024 First Affirmative Financial Network3,901$341K0.3%+28.9%0.001%
4/10/2024 Spring Capital Management LLC91,875$8.04M6.1%-4.6%0.032%
4/10/2024 Threadgill Financial LLC17,705$1.55M0.7%N/A0.006%
4/10/2024 Park Avenue Securities LLC10,484$918K0.0%+37.5%0.004%
4/10/2024 Czech National Bank41,562$3.64M0.0%+0.5%0.015%
4/9/2024 Alaska Permanent Fund Corp409$36K0.0%N/A0.000%
4/9/2024 Ferguson Wellman Capital Management Inc.324,623$28.42M0.6%+2.5%0.114%
4/9/2024 Mather Group LLC.2,126$186K0.0%N/A0.001%
4/5/2024 First Hawaiian Bank30,368$2.66M0.1%-5.1%0.011%
4/5/2024 GAMMA Investing LLC4,038$353K0.1%+69.8%0.001%
4/5/2024 Los Angeles Capital Management LLC524,797$45.94M0.2%+34.2%0.184%
4/5/2024 CWM LLC6,317$553K0.0%+16.4%0.002%
4/1/2024 Park National Corp OH58,800$5.15M0.2%-0.7%0.021%
4/1/2024 Canandaigua National Bank & Trust Co.3,415$299K0.0%+16.2%0.001%
4/1/2024 Confluence Investment Management LLC566,579$49.60M0.7%N/A0.199%
3/29/2024Kapitalo Investimentos Ltda2,106$150K0.0%-18.0%0.001%
3/27/2024Nomura Holdings Inc.17,793$1.27M0.0%+1.6%0.006%
3/26/2024HighPoint Advisor Group LLC4,055$288K0.0%N/A0.001%
The only accurate crypto trading system I know … (Ad)

Juan Villaverde is no ordinary crypto trader. His proprietary timing algorithm has led him to rack up a series of gains of 477%, 333% and 153% on Bitcoin … It pointed the way to Cardano, at just 4 cents …Helping investors make 29 times their money.

Here's what our expert says you should buy before April 14.
3/22/2024PNC Financial Services Group Inc.73,295$5.21M0.0%-4.0%0.026%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund70,000$4.98M0.0%-25.5%0.024%
3/11/2024Vanguard Group Inc.28,152,200$2.00B0.0%+1.0%9.850%
3/5/2024Wellington Management Group LLP155,710$11.07M0.0%-79.9%0.054%
3/4/2024 Congress Asset Management Co. MA1,159,403$82.45M0.6%N/A0.406%
2/28/2024American International Group Inc.64,959$4.62M0.0%+1.3%0.023%
2/28/2024EP Wealth Advisors LLC10,050$715K0.0%+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$661K0.2%-43.2%0.003%
2/16/2024Studio Investment Management LLC5,822$414K0.1%-15.0%0.002%
2/16/2024GSA Capital Partners LLP6,232$443K0.0%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$330K0.0%N/A0.002%
2/15/2024Mercer Global Advisors Inc. ADV13,039$927K0.0%+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$704K0.0%-12.4%0.003%
2/15/2024Virtus ETF Advisers LLC8,750$622K0.4%-16.6%0.003%
2/15/2024Moneta Group Investment Advisors LLC3,318$236K0.0%N/A0.001%
2/15/2024Virtus Investment Advisers Inc.2,900$206K0.2%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$2.00B0.0%+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$231K0.0%-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$218K0.0%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$273K0.0%-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$260K0.0%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$523K0.0%+69.1%0.003%
The only accurate crypto trading system I know … (Ad)

Juan Villaverde is no ordinary crypto trader. His proprietary timing algorithm has led him to rack up a series of gains of 477%, 333% and 153% on Bitcoin … It pointed the way to Cardano, at just 4 cents …Helping investors make 29 times their money.

Here's what our expert says you should buy before April 14.
2/14/2024Point72 Asset Management L.P.343,429$24.42M0.1%-13.9%0.121%
2/14/2024Creative Planning14,034$998K0.0%+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$425K0.0%N/A0.002%
2/14/2024Keyes Stange & Wooten Wealth Management LLC7,597$540K0.6%N/A0.003%
2/14/2024Balyasny Asset Management L.P.13,296$945K0.0%-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%
(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, 719 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($2.00B), BlackRock Inc. ($1.14B), Select Equity Group L.P. ($948.48M), Principal Financial Group Inc. ($876.50M), State Street Corp ($751.33M), Morgan Stanley ($652.00M), and Quilter Plc ($438.91M).Learn more on BRO's institutional investors.

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

71.01% 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 637 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 77,165,065 shares in the last 24 months. This purchase volume represents approximately $4.92B in transactions.

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

Of the 420 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), Allspring Global Investments Holdings LLC ($1.73M), Assenagon Asset Management S.A. ($1.64M), Clarkston Capital Partners LLC ($1.41M), and Vanguard Group Inc. ($1.17M).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 42,317,692 shares in the last 24 months. This volume of shares sold represents approximately $2.78B in transactions.


Related Companies:
This page (NYSE:BRO) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners
Biden’s $374B Giveaway Into This Sector
DTI
SHOCKING Crypto Leak…
Crypto 101 Media
The #1 Crypto for 2024
InvestorPlace
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Urgent alert: open this for a huge profit potential
Timothy Sykes
Tiny Biotech Stock Wins $75 Billion Patent
Behind the Markets
How Biden has already won 2024
Porter & Company
Top 5 AI Stocks to Buy for 2024
Market Moving Trends