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Brown & Brown (BRO) Institutional Ownership

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$106.73 -1.08 (-1.00%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$106.74 +0.02 (+0.01%)
As of 07/11/2025 04:50 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 Polygon.io. 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)
609
Total
Institutional Inflows
(last 12 months)
$4.64B
Number of
Institutional Sellers
(last 12 months)
387
Total
Institutional Outflows
(last 12 months)
$2.23B
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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
7/11/2025Farther Finance Advisors LLC2,942$326K0.0%-5.6%0.001%
7/11/2025Wedge Capital Management L L P NC16,467$1.83M0.0%-10.5%0.006%
7/11/2025Silver Oak Securities Incorporated3,186$353K0.0%-39.4%0.001%
7/11/2025CX Institutional20,144$2.23M0.1%-0.7%0.007%
7/11/2025Global X Japan Co. Ltd.4,993$554K0.1%-12.6%0.002%
7/11/2025Brendel Financial Advisors LLC3,278$363K0.2%-90.4%0.001%
7/11/2025Spring Capital Management LLC95,745$10.62M5.6%-0.5%0.033%
7/11/2025Assenagon Asset Management S.A.952,423$105.60M0.2%+51.5%0.332%
7/11/2025IFM Investors Pty Ltd52,258$5.79M0.1%+17.3%0.018%
7/11/2025Cooper Investors PTY Ltd.92,540$10.26M1.9%-11.5%0.032%
7/10/2025 Triangle Securities Wealth Management2,861$317K0.1%N/A0.001%
7/10/2025 CWC Advisors LLC.3,542$393K0.2%N/A0.001%
7/10/2025 Legacy Financial Strategies LLC33,810$3.75M0.7%-5.6%0.012%
7/10/2025 Trust Point Inc.4,203$466K0.0%-28.7%0.001%
7/10/2025 Mogy Joel R Investment Counsel Inc.50,416$5.59M0.3%+13.1%0.018%
7/10/2025 Ferguson Wellman Capital Management Inc.319,831$35.46M0.6%+2.5%0.112%
7/10/2025 Baker Tilly Wealth Management LLC3,198$355K0.1%-50.0%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC59,350$6.45M0.0%+107.3%0.021%
7/10/2025 Mn Services Vermogensbeheer B.V.91,000$10.09M0.1%+3.9%0.032%
7/10/2025 HWG Holdings LP73,024$8.10M2.4%+3.6%0.025%
7/10/2025 Wedmont Private Capital2,713$293K0.0%-10.6%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd31,570$3.50M0.0%+4.9%0.011%
7/10/2025 Threadgill Financial LLC35,051$3.89M2.1%+1.4%0.012%
7/9/2025 Bruce G. Allen Investments LLC332$37K0.0%+1,129.6%0.000%
7/9/2025 Procyon Advisors LLC3,537$392K0.0%-84.9%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.8,749$970K0.1%-20.6%0.003%
7/9/2025 Czech National Bank68,508$7.60M0.1%+25.7%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB890$99K0.0%+24.6%0.000%
7/8/2025 E. Ohman J or Asset Management AB11,570$1.28M0.0%+10.5%0.004%
7/8/2025 Parallel Advisors LLC2,508$278K0.0%+4.3%0.001%
7/7/2025 Peak Financial Advisors LLC22,400$2.48M1.3%N/A0.008%
7/7/2025 Insight Wealth Strategies LLC2,056$224K0.0%-94.4%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.40,678$4.51M0.6%+12.0%0.014%
7/1/2025 Confluence Investment Management LLC299,805$33.24M0.5%-39.3%0.105%
6/26/2025AG2R LA Mondiale Gestion D Actifs9,920$1.23M0.1%N/A0.003%
6/18/2025Voya Investment Management LLC204,438$25.43M0.0%+22.3%0.071%
6/17/2025Howe & Rusling Inc.1,610$200K0.0%N/A0.001%
6/6/2025eCIO Inc.1,478$184K0.1%N/A0.001%
6/5/2025Cim LLC25,495$3.17M0.5%+76.6%0.009%
6/5/2025Osterweis Capital Management Inc.300,979$37.44M0.0%-2.6%0.105%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
6/4/2025 First Hawaiian Bank38,187$4.75M0.2%-8.4%0.013%
6/3/2025Inspire Investing LLC2,570$320K0.0%-77.9%0.001%
6/3/2025Invst LLC10,127$1.26M0.2%-2.4%0.004%
5/21/2025Acadian Asset Management LLC43,107$5.36M0.0%-62.6%0.015%
5/21/2025IFM Investors Pty Ltd44,556$5.54M0.1%-3.6%0.016%
5/20/2025Intech Investment Management LLC287,115$35.72M0.4%-40.8%0.100%
5/20/2025Focus Partners Wealth11,149$1.39M0.0%+5.2%0.004%
5/20/2025Glenview Trust co9,537$1.19M0.0%-2.2%0.003%
5/20/2025Plato Investment Management Ltd3,552$447K0.0%-40.5%0.001%
5/19/2025Advisory Alpha LLC4,096$510K0.0%+37.8%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,585,840$197.28M0.1%+1.2%0.553%
5/16/2025Zurich Insurance Group Ltd FI193,221$24.04M0.2%-54.7%0.067%
5/16/2025Empowered Funds LLC44,329$5.52M0.1%+101.1%0.015%
5/16/2025Faithward Advisors LLC29,797$3.71M0.6%-0.7%0.010%
5/16/2025MBB Public Markets I LLC2,634$328K0.0%N/A0.001%
5/16/2025Ascent Group LLC5,804$722K0.0%+85.5%0.002%
5/16/2025Vancity Investment Management Ltd297,938$37.06M5.1%N/A0.104%
5/16/2025Visualize Group LP305,991$38.07M12.5%+83.0%0.107%
5/16/2025United Services Automobile Association5,703$701K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.3,369$419K0.0%-16.4%0.001%
5/16/2025Sciencast Management LP29,821$3.71M0.9%+62.9%0.010%
5/16/2025Ashton Thomas Private Wealth LLC3,305$411K0.0%+22.7%0.001%
5/16/2025Goldman Sachs Group Inc.2,006,096$249.56M0.0%-11.7%0.700%
5/16/2025Teza Capital Management LLC5,261$654K0.3%N/A0.002%
5/16/2025UniSuper Management Pty Ltd24,197$3.01M0.0%-5.6%0.008%
5/16/2025Select Equity Group L.P.6,274,372$780.53M3.3%-21.4%2.189%
5/16/2025Sepio Capital LP11,582$1.44M0.1%-28.3%0.004%
5/16/2025Nissay Asset Management Corp Japan ADV31,231$3.89M0.0%+1.7%0.011%
5/16/2025National Wealth Management Group LLC3,393$422K0.3%N/A0.001%
5/16/2025NewEdge Advisors LLC18,971$2.36M0.0%+4.7%0.007%
5/16/2025Millennium Management LLC649,852$80.84M0.0%+3.5%0.227%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,011$2.99M0.0%+5.6%0.008%
5/16/2025Integrated Wealth Concepts LLC9,807$1.22M0.0%-6.8%0.003%
5/16/2025Jacobs Levy Equity Management Inc.127,264$15.83M0.1%N/A0.044%
5/16/2025Gotham Asset Management LLC214,896$26.73M0.2%+5.9%0.075%
5/16/2025Edmond DE Rothschild Holding S.A.1,849$230K0.0%-49.6%0.001%
5/16/2025Eventide Asset Management LLC2,731$336K0.0%N/A0.001%
5/16/2025Alliancebernstein L.P.247,304$30.77M0.0%+0.1%0.086%
5/16/2025AQR Capital Management LLC33,444$4.13M0.0%+38.3%0.012%
5/16/2025Amundi314,762$39.17M0.0%-53.6%0.110%
5/15/2025Bares Capital Management Inc.213$26K0.0%N/A0.000%
5/15/2025Visualize Group LP185,094$23.03M12.4%+10.7%0.065%
5/15/2025Federation des caisses Desjardins du Quebec10,304$1.28M0.0%+57.4%0.004%
5/15/2025EP Wealth Advisors LLC9,091$1.13M0.0%-2.9%0.003%
5/15/2025Royal Bank of Canada3,063,741$381.13M0.1%+6.3%1.069%
5/15/2025MAI Capital Management1,807$225K0.0%+39.1%0.001%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.8,932$1.11M0.4%N/A0.003%
5/15/2025Nomura Holdings Inc.7,502$933K0.0%-61.4%0.003%
5/15/2025Benchmark Investment Advisors LLC10,648$1.33M0.9%-35.6%0.004%
5/15/2025Baird Financial Group Inc.175,218$21.80M0.0%-1.7%0.061%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
5/15/2025Gobi Capital LLC1,065,937$132.60M7.6%-1.0%0.372%
5/15/2025Panagora Asset Management Inc.26,760$3.33M0.0%-9.9%0.009%
5/15/2025Vident Advisory LLC8,388$1.04M0.0%+93.0%0.003%
5/15/2025The Manufacturers Life Insurance Company 2,380,723$296.16M0.3%-1.2%0.831%
5/15/2025Parnassus Investments LLC7,227,805$899.14M2.2%N/A2.522%
5/15/2025State of Wyoming1,182$147K0.0%+22.6%0.000%
5/15/2025Landscape Capital Management L.L.C.16,744$2.08M0.2%+524.5%0.006%
5/15/2025Lansforsakringar Fondforvaltning AB publ 76,864$9.56M0.1%-1.1%0.027%
5/15/2025OMERS ADMINISTRATION Corp139,771$17.39M0.2%-4.5%0.049%
5/15/2025BNP Paribas Financial Markets316,372$39.36M0.0%-21.6%0.110%
(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, 903 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($3.79B), Principal Financial Group Inc. ($1.61B), BlackRock Inc. ($1.14B), State Street Corp ($1.13B), Parnassus Investments LLC ($899.14M), Select Equity Group L.P. ($780.53M), and Morgan Stanley ($652.00M).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 782 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: Parnassus Investments LLC ($7.23M), Norges Bank ($6.13M), Vanguard Group Inc. ($2.40M), First Trust Advisors LP ($2.03M), Capital World Investors ($1.98M), Madison Investment Advisors LLC ($1.94M), and Assenagon Asset Management S.A. ($1.81M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 42,706,132 shares in the last 24 months. This purchase volume represents approximately $4.64B in transactions.

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

Of the 386 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. ($3.77M), First Eagle Investment Management LLC ($1.20M), The Manufacturers Life Insurance Company ($1.11M), Allspring Global Investments Holdings LLC ($900.67K), Clarkston Capital Partners LLC ($640.31K), Los Angeles Capital Management LLC ($596.40K), and JPMorgan Chase & Co. ($472.56K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 20,750,801 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


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This page (NYSE:BRO) was last updated on 7/12/2025 by MarketBeat.com Staff
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