Brown & Brown (BRO) Institutional Ownership

$99.17

+1.74 (+1.79%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 71.01%
Number of Institutional Buyers (last 12 months): 395
Total Institutional Inflows (last 12 months): $1.74B

Number of Institutional Sellers (last 12 months): 259
Total Institutional Outflows (last 12 months): $1.08B

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BRO Institutional Buying and Selling by Quarter

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Brown & Brown Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Argonautica Private Wealth Management Inc.	5,259	$470K	0.2%	+4.1%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	21,690	$1.94M	0.0%	+5.3%	0.008%
7/26/2024	Allspring Global Investments Holdings LLC	3,887,245	$347.56M	0.6%	-15.0%	1.363%
7/26/2024	Liontrust Investment Partners LLP	974,867	$87.16M	1.2%	-24.8%	0.342%
7/26/2024	Callan Family Office LLC	4,555	$407K	0.1%	N/A	0.002%
7/26/2024	AlphaCentric Advisors LLC	2,049	$183K	0.1%	N/A	0.001%
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7/26/2024	Bank of New York Mellon Corp	1,414,863	$126.50M	0.0%	-7.8%	0.496%
7/26/2024	Catalyst Capital Advisors LLC	41,575	$3.72M	0.1%	-0.6%	0.015%
7/25/2024	Raymond James Trust N.A.	13,788	$1.23M	0.0%	-18.5%	0.005%
7/25/2024	Mn Services Vermogensbeheer B.V.	95,100	$8.50M	0.1%	-2.8%	0.033%
7/25/2024	First Merchants Corp	31,750	$2.84M	0.1%	+1.1%	0.011%
7/25/2024	Pictet North America Advisors SA	88,728	$7.93M	0.9%	N/A	0.031%
7/25/2024	Tributary Capital Management LLC	11,680	$1.04M	0.1%	-11.9%	0.004%
7/24/2024	Tower Bridge Advisors	44,565	$3.99M	0.4%	-23.3%	0.016%
7/24/2024	New York State Teachers Retirement System	226,860	$20.28M	0.0%	-4.5%	0.080%
7/24/2024	Louisiana State Employees Retirement System	13,400	$1.20M	0.0%	-2.9%	0.005%
7/24/2024	&PARTNERS	17,379	$1.57M	0.1%	N/A	0.006%
7/23/2024	Xcel Wealth Management LLC	6,284	$562K	0.2%	-1.6%	0.002%
7/23/2024	Elser Financial Planning Inc	39,779	$3.56M	0.5%	N/A	0.014%
7/22/2024	Fifth Third Bancorp	5,758	$515K	0.0%	+3.6%	0.002%
7/22/2024	Running Oak Capital LLC	127,536	$11.40M	2.1%	-8.2%	0.045%
7/22/2024	Chevy Chase Trust Holdings LLC	129,245	$11.56M	0.0%	-1.2%	0.045%
7/20/2024	First Horizon Advisors Inc.	1,472	$132K	0.0%	+16.1%	0.001%
7/19/2024	Vaughan Nelson Investment Management L.P.	31,105	$2.78M	0.0%	+27.3%	0.011%
7/19/2024	Marshall Financial Group LLC	11,222	$1.00M	0.3%	N/A	0.004%
7/19/2024	Raymond James & Associates	459,662	$41.10M	0.0%	-6.1%	0.161%
7/19/2024	Boston Trust Walden Corp	100,558	$8.99M	0.1%	+0.3%	0.035%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	580,124	$51.87M	0.0%	-7.6%	0.203%
7/18/2024	Brookstone Capital Management	7,684	$719K	0.0%	-23.3%	0.003%
7/18/2024	Blue Trust Inc.	550	$48K	0.0%	+142.3%	0.000%
7/18/2024	Outlook Wealth Advisors LLC	3,834	$343K	0.1%	N/A	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	5,378	$481K	0.2%	-45.9%	0.002%
7/18/2024	Portside Wealth Group LLC	7,441	$665K	0.1%	+26.2%	0.003%
7/18/2024	Coronation Fund Managers Ltd.	37,635	$3.37M	0.1%	-18.3%	0.013%
7/18/2024	Assenagon Asset Management S.A.	488,483	$43.68M	0.1%	+162.3%	0.171%
7/17/2024	Bar Harbor Wealth Management	161,953	$14.48M	1.0%	-1.0%	0.057%
7/17/2024	Wedge Capital Management L L P NC	29,735	$2.66M	0.0%	-55.5%	0.010%
7/17/2024	Leavell Investment Management Inc.	59,131	$5.29M	0.3%	+3.4%	0.021%
7/17/2024	SteelPeak Wealth LLC	2,560	$229K	0.0%	N/A	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	17,446	$1.56M	0.0%	+4.4%	0.006%
Dave Ramsey Makes Big Mistake Live On Air (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
7/16/2024	PGGM Investments	17,910	$1.60M	0.0%	-9.9%	0.006%
7/16/2024	ORG Partners LLC	8,352	$744K	0.1%	+1,219.4%	0.003%
7/16/2024	Patton Fund Management Inc.	48,932	$4.38M	0.9%	-16.6%	0.017%
7/16/2024	Ferguson Wellman Capital Management Inc.	306,203	$27.38M	0.6%	-5.7%	0.107%
7/16/2024	V Square Quantitative Management LLC	3,285	$294K	0.0%	-9.4%	0.001%
7/16/2024	Great Valley Advisor Group Inc.	16,908	$1.51M	0.0%	N/A	0.006%
7/16/2024	Wealth Enhancement Advisory Services LLC	12,473	$1.12M	0.0%	+22.5%	0.004%
7/16/2024	Brendel Financial Advisors LLC	36,774	$3.29M	2.1%	N/A	0.013%
7/16/2024	Sequoia Financial Advisors LLC	6,856	$613K	0.0%	+2.4%	0.002%
7/15/2024	Park National Corp OH	52,000	$4.65M	0.2%	-11.6%	0.018%
7/15/2024	Securian Asset Management Inc.	13,505	$1.21M	0.0%	-2.7%	0.005%
7/15/2024	Czech National Bank	45,116	$4.03M	0.0%	+8.6%	0.016%
7/12/2024	Gateway Investment Advisers LLC	4,149	$371K	0.0%	-10.5%	0.001%
7/12/2024	SG Americas Securities LLC	42,182	$3.77M	0.0%	-29.2%	0.015%
7/12/2024	QRG Capital Management Inc.	16,879	$1.51M	0.0%	+10.6%	0.006%
7/12/2024	Spring Capital Management LLC	100,012	$8.94M	7.4%	+8.9%	0.035%
7/11/2024	Symmetry Partners LLC	3,459	$309K	0.0%	-19.9%	0.001%
7/11/2024	Threadgill Financial LLC	18,363	$1.64M	0.8%	+3.7%	0.006%
7/11/2024	Trinity Financial Advisors LLC	2,277	$204K	0.1%	N/A	0.001%
7/10/2024	Legacy Financial Strategies LLC	43,825	$3.95M	0.9%	+7.9%	0.015%
7/10/2024	Simplicity Wealth LLC	2,505	$224K	0.0%	+5.6%	0.001%
7/10/2024	First Affirmative Financial Network	3,199	$286K	0.2%	-18.0%	0.001%
7/10/2024	CWM LLC	6,122	$547K	0.0%	-3.1%	0.002%
7/9/2024	Park Avenue Securities LLC	9,094	$813K	0.0%	-13.3%	0.003%
7/9/2024	Mather Group LLC.	2,461	$215K	0.0%	+15.8%	0.001%
7/8/2024	Insight Wealth Strategies LLC	27,893	$2.49M	0.4%	+1.2%	0.010%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	19,445	$1.74M	0.5%	N/A	0.007%
7/5/2024	DNB Asset Management AS	41,976	$3.75M	0.0%	+7.6%	0.015%
7/2/2024	Massmutual Trust Co. FSB ADV	916	$82K	0.0%	+28.1%	0.000%
7/2/2024	First Hawaiian Bank	30,967	$2.77M	0.1%	+2.0%	0.011%
7/2/2024	GAMMA Investing LLC	5,776	$516K	0.1%	+43.0%	0.002%
7/2/2024	Park Place Capital Corp	858	$77K	0.0%	-26.2%	0.000%
7/1/2024	Confluence Investment Management LLC	552,705	$49.42M	0.7%	-2.4%	0.194%
6/14/2024	SRN Advisors LLC	11,706	$1.03M	0.8%	+4.9%	0.004%
6/4/2024	DekaBank Deutsche Girozentrale	251,839	$21.86M	0.0%	+12.4%	0.088%
5/28/2024	Teachers Retirement System of The State of Kentucky	19,281	$1.69M	0.0%	-4.6%	0.007%
5/24/2024	Invst LLC	9,980	$861K	0.1%	N/A	0.003%
5/24/2024	PGGM Investments	19,868	$1.74M	0.0%	-3.5%	0.007%
5/21/2024	Atria Investments Inc	23,701	$2.08M	0.0%	+19.0%	0.008%
5/20/2024	Virtu Financial LLC	7,681	$672K	0.1%	N/A	0.003%
5/20/2024	Strategic Wealth Partners Ltd.	13,044	$1.14M	0.1%	-1.2%	0.005%
5/20/2024	Cim LLC	14,708	$1.29M	0.2%	-0.9%	0.005%
5/17/2024	National Wealth Management Group LLC	5,168	$452K	0.4%	N/A	0.002%
5/17/2024	Plato Investment Management Ltd	6,952	$609K	0.1%	N/A	0.002%
5/17/2024	iA Global Asset Management Inc.	163,317	$14.30M	0.2%	-5.1%	0.057%
5/17/2024	WealthPlan Investment Management LLC	105,895	$9.27M	1.4%	N/A	0.037%
5/17/2024	Comerica Bank	126,007	$11.03M	0.0%	+1.5%	0.044%
5/17/2024	Tidal Investments LLC	21,259	$1.86M	0.0%	+9.4%	0.007%
5/17/2024	Motley Fool Asset Management LLC	144,637	$12.66M	0.8%	-2.6%	0.051%
5/16/2024	California State Teachers Retirement System	389,352	$34.08M	0.0%	+1.2%	0.136%
Dave Ramsey Makes Big Mistake Live On Air (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
5/16/2024	Vancity Investment Management Ltd	222,845	$19.51M	2.3%	-2.0%	0.078%
5/16/2024	Virtus Investment Advisers Inc.	2,620	$229K	0.2%	-9.7%	0.001%
5/16/2024	Janus Henderson Group PLC	30,429	$2.66M	0.0%	-1.9%	0.011%
5/16/2024	Kennedy Capital Management LLC	221,565	$19.40M	0.4%	-3.2%	0.078%
5/16/2024	Bayesian Capital Management LP	12,010	$1.05M	0.1%	N/A	0.004%
5/15/2024	Mount Yale Investment Advisors LLC	9,224	$807K	0.1%	+60.2%	0.003%
5/15/2024	Public Employees Retirement System of Ohio	99,787	$8.74M	0.0%	-17.8%	0.035%
5/15/2024	Public Employees Retirement Association of Colorado	25,422	$2.23M	0.0%	-5.6%	0.009%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	7,795	$682K	0.0%	-7.4%	0.003%
5/15/2024	Kentucky Retirement Systems	17,939	$1.57M	0.0%	-5.1%	0.006%

(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, 671 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($2.48B), BlackRock Inc. ($1.14B), Principal Financial Group Inc. ($1.11B), State Street Corp ($751.33M), Morgan Stanley ($652.00M), Geode Capital Management LLC ($364.11M), and Allspring Global Investments Holdings LLC ($347.56M).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 582 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: Principal Financial Group Inc. ($3.31M), Norges Bank ($3.06M), Victory Capital Management Inc. ($2.33M), Assenagon Asset Management S.A. ($2.03M), Liontrust Investment Partners LLP ($1.59M), Capital World Investors ($1.41M), and Congress Asset Management Co. MA ($1.40M).

How much institutional buying is happening at Brown & Brown?: Institutional investors have bought a total of 49,594,115 shares in the last 24 months. This purchase volume represents approximately $3.25B in transactions.
Which Brown & Brown major shareholders have been selling company stock?: Of the 375 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: Allspring Global Investments Holdings LLC ($2.41M), Assenagon Asset Management S.A. ($1.65M), Price T Rowe Associates Inc. MD ($1.19M), First Eagle Investment Management LLC ($1.08M), State Street Corp ($1.01M), Scout Investments Inc. ($1.00M), and Victory Capital Management Inc. ($903.89K).
How much institutional selling is happening at Brown & Brown?: Institutional investors have sold a total of 27,615,842 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.