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Brown & Brown (BRO) Institutional Ownership

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$59.95 -1.82 (-2.95%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$59.95 +0.01 (+0.01%)
As of 10/2/2026 07:56 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)
570
Total
Institutional Inflows
(last 12 months)
$7.22B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$2.97B
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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
10/2/2026 CX Institutional6,242$380K0.0%+3.1%0.002%
10/1/2026 Stonebridge Financial Group LLC61,589$3.75M0.3%-5.3%0.018%
10/1/2026 Confluence Investment Management LLC351,677$21.42M0.3%-8.9%0.105%
9/15/2026Anchor Investment Management LLC1,481$95K0.0%-53.6%0.000%
9/9/2026Sequoia Financial Advisors LLC12,656$812K0.0%+10.4%0.004%
9/9/2026Tidal Investments LLC71,733$4.60M0.0%+125.6%0.021%
9/9/2026National Pension Service32,463$2.08M0.0%-93.5%0.010%
9/9/2026Triad Investment Management64,611$4.15M4.7%-8.9%0.019%
9/9/2026Engineers Gate Manager LP4,047$260K0.0%-30.7%0.001%
9/9/2026Integrated Wealth Concepts LLC12,419$797K0.0%+38.9%0.004%
9/9/2026NewEdge Advisors LLC121,921$7.82M0.0%+146.1%0.036%
9/9/2026IFP Advisors Inc681$44K0.0%-80.5%0.000%
9/9/2026Squarepoint Ops LLC13,502$866K0.0%-90.3%0.004%
9/9/2026Baird Financial Group Inc.179,480$11.51M0.0%-12.0%0.054%
9/8/2026Allworth Financial LP3,319$213K0.0%+83.1%0.001%
9/8/2026Arizona State Retirement System82,752$5.31M0.0%+4.9%0.025%
9/8/2026Waverly Advisors LLC5,816$373K0.0%-4.6%0.002%
9/8/2026Nykredit A S56,132$3.60M0.0%N/A0.017%
9/4/2026Parkside Financial Bank & Trust1,288$83K0.0%+39.4%0.000%
8/27/2026VELA Investment Management LLC4,392$282K0.1%+10.3%0.001%
8/27/2026Corient Private Wealth LP40,150$2.58M0.0%-15.4%0.012%
8/26/2026Giverny Capital Inc.753,288$48.32M1.6%-0.3%0.225%
8/26/2026Amundi646,239$41.46M0.0%+9.1%0.193%
8/26/2026HighTower Advisors LLC24,524$1.57M0.0%-18.8%0.007%
8/25/2026Groupe la Francaise5,751$369K0.0%N/A0.002%
8/24/2026Vancity Investment Management Ltd79,052$5.07M0.8%-56.9%0.024%
8/23/2026Studio Investment Management LLC7,069$453K0.1%+6.9%0.002%
8/23/2026VELA Investment Management LLC4,392$282K0.1%+10.3%0.001%
8/23/2026Wedmont Private Capital28,730$1.94M0.1%N/A0.009%
8/23/2026HB Wealth Management LLC22,415$1.44M0.0%+50.7%0.007%
8/23/2026Saudi Central Bank20,204$1.30M0.0%+88.6%0.006%
8/22/2026Compass Financial Management LLC4,278$274K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.412$28K0.0%-98.6%0.000%
8/22/2026Concurrent Investment Advisors LLC9,890$634K0.0%-15.8%0.003%
8/22/2026NEOS Investment Management LLC47,517$3.05M0.0%+14.0%0.014%
8/21/2026iSAM Funds UK Ltd18,900$1.21M0.9%+30.1%0.006%
8/21/2026Continuum Advisory LLC527$34K0.0%N/A0.000%
8/21/2026Nykredit A S63,553$4.08M0.0%N/A0.019%
8/21/2026B. Metzler seel. Sohn & Co. AG12,403$796K0.0%+6.6%0.004%
8/21/2026Ironvine Capital Partners LLC157,805$10.12M0.9%+509.8%0.047%
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8/20/2026Proficio Capital Partners LLC5,230$336K0.0%-42.0%0.002%
8/20/2026Headlands Technologies LLC5,531$355K0.0%N/A0.002%
8/20/2026Benjamin Edwards Inc.95,538$6.13M0.1%+60.3%0.029%
8/20/2026Northwestern Mutual Wealth Management Co.22,738$1.46M0.0%+5.6%0.007%
8/20/2026Wedbush Securities Inc.15,181$974K0.0%+12.9%0.005%
8/20/2026Meiji Yasuda Life Insurance Co4,390$282K0.0%N/A0.001%
8/20/2026Greenleaf Trust7,459$478K0.0%-45.5%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,487,718$95.44M0.0%-1.7%0.445%
8/19/2026New Mexico Educational Retirement Board14,500$930K0.0%+6.6%0.004%
8/19/2026Royal London Asset Management Ltd.676,282$43.38M0.1%-3.2%0.202%
8/19/2026Mufg Securities Americas Inc.8,780$563K0.0%+8.4%0.003%
8/19/2026Nissay Asset Management Corp Japan41,246$2.65M0.0%+4.4%0.012%
8/19/2026Hsbc Holdings PLC652,326$41.69M0.0%+13.2%0.195%
8/19/2026Wellington Management Group LLP96,682$6.20M0.0%+3.7%0.029%
8/19/2026Kingsview Wealth Management LLC83,360$5.35M0.1%N/A0.025%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,801$115K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.47,512$3.04M0.0%N/A0.014%
8/18/2026Glenview Trust Co7,924$508K0.0%N/A0.002%
8/18/2026Empowered Funds LLC29,545$1.90M0.0%N/A0.009%
8/18/2026United Capital Financial Advisors LLC19,945$1.28M0.0%N/A0.006%
8/18/2026Equitable Holdings Inc.6,614$424K0.0%N/A0.002%
8/18/2026Jefferies Financial Group Inc.3,399$218K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio84,097$5.40M0.0%N/A0.025%
8/17/2026Capstone Investment Advisors LLC6,713$431K0.0%N/A0.002%
8/17/2026Proficio Capital Partners LLC5,230$336K0.0%N/A0.002%
8/17/2026Pure Financial Advisors LLC8,796$564K0.0%N/A0.003%
8/17/2026Corient Private Wealth LP41,768$2.68M0.0%N/A0.012%
8/17/2026Bank of America Corp DE3,554,971$228.05M0.0%N/A1.062%
8/15/2026Invst LLC22,274$1.43M0.1%N/A0.007%
8/15/2026Jupiter Topco LLC24,402$1.57M0.0%N/A0.007%
8/14/2026Hsbc Holdings PLC652,326$41.69M0.0%N/A0.195%
8/14/2026Redwood Grove Capital LLC116,400$7.47M1.9%N/A0.035%
8/14/2026Canada Pension Plan Investment Board71,194$4.57M0.0%N/A0.021%
8/14/2026Element Capital Management LLC78,300$5.02M0.2%N/A0.023%
8/14/2026Legal & General Group Plc1,077,023$69.09M0.0%N/A0.322%
8/14/2026The Manufacturers Life Insurance Company149,774$9.61M0.0%N/A0.045%
8/14/2026Hyperion Capital Advisors LP8,900$571K0.3%N/A0.003%
8/13/2026Cibc World Market Inc.4,106$263K0.0%N/A0.001%
8/13/2026OMERS ADMINISTRATION Corp13,212$848K0.0%N/A0.004%
8/13/2026Osmosis Investment Management UK Ltd5,606$360K0.0%N/A0.002%
8/13/2026Sanctuary Advisors LLC161,198$10.34M0.0%N/A0.048%
8/13/2026Connor Clark & Lunn Investment Management Ltd.174,180$11.17M0.0%N/A0.052%
8/13/2026Meiji Yasuda Asset Management Co Ltd.51,289$3.29M0.1%N/A0.015%
8/13/2026Bank of Nova Scotia37,001$2.37M0.0%N/A0.011%
8/12/2026Compass Financial Management LLC4,278$274K0.0%N/A0.001%
8/12/2026Elevation Point Wealth Partners LLC3,855$247K0.0%N/A0.001%
8/12/2026Daiichi Life Insurance Co. Ltd.5,083$326K0.0%N/A0.002%
8/12/2026Commerce Bank8,022$515K0.0%N/A0.002%
8/12/2026Northwestern Mutual Wealth Management Co.22,738$1.46M0.0%N/A0.007%
8/12/2026Quantbot Technologies LP916$59K0.0%N/A0.000%
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8/12/2026Evolve Private Wealth LLC5,270$338K0.0%N/A0.002%
8/12/2026George Kaiser Family Foundation3,768$242K0.0%N/A0.001%
8/12/2026Forum Private Client Group LLC4,567$293K0.1%N/A0.001%
8/12/2026Landscape Capital Management L.L.C.16,850$1.08M0.1%N/A0.005%
8/12/2026Korea Investment CORP154,726$9.93M0.0%N/A0.046%
8/12/2026Heron Bay Capital Management184,321$11.82M1.1%N/A0.055%
8/12/2026Callan Family Office LLC18,986$1.22M0.0%N/A0.006%
8/11/2026Allworth Financial LP3,319$213K0.0%N/A0.001%
8/11/2026B. Metzler seel. Sohn & Co. AG12,403$796K0.0%N/A0.004%
8/11/2026TrinityBridge Ltd4,010$257K0.0%N/A0.001%


BRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,050 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), BlackRock Inc. ($1.42B), State Street Corp ($1.07B), Principal Financial Group Inc. ($1.02B), Select Equity Group L.P. ($637.03M), and Geode Capital Management LLC ($631.50M).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 922 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: BlackRock Inc. ($22.11M), Norges Bank ($13.47M), Vanguard Group Inc. ($9.03M), Capital World Investors ($8.80M), Parnassus Investments LLC ($7.23M), Deutsche Bank AG ($5.79M), and Bank of America Corp DE ($5.07M).

Institutional investors have bought a total of 94,904,294 shares in the last 24 months. This purchase volume represents approximately $7.22B in transactions.

Of the 374 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 ($2.15M), 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 35,388,521 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.


Related Companies

Institutional ownership data for NYSE:BRO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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