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Brown & Brown (BRO) Institutional Ownership

$89.51
+1.76 (+2.01%)
(As of 05/31/2024 ET)

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

Current
Institutional Ownership
Percentage
71.01%
Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$979.88M
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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
5/28/2024 Teachers Retirement System of The State of Kentucky19,281$1.69M0.0%-4.6%0.007%
5/24/2024 Invst LLC9,980$861K0.1%N/A0.003%
5/24/2024 PGGM Investments19,868$1.74M0.0%-3.5%0.007%
5/21/2024 Atria Investments Inc23,701$2.08M0.0%+19.0%0.008%
5/20/2024 Virtu Financial LLC7,681$672K0.1%N/A0.003%
5/20/2024Strategic Wealth Partners Ltd.13,044$1.14M0.1%-1.2%0.005%
5/20/2024 Cim LLC14,708$1.29M0.2%-0.9%0.005%
5/17/2024 National Wealth Management Group LLC5,168$452K0.4%N/A0.002%
5/17/2024 Plato Investment Management Ltd6,952$609K0.1%N/A0.002%
5/17/2024 iA Global Asset Management Inc.163,317$14.30M0.2%-5.1%0.057%
5/17/2024 WealthPlan Investment Management LLC105,895$9.27M1.4%N/A0.037%
5/17/2024 Comerica Bank126,007$11.03M0.0%+1.5%0.044%
5/17/2024 Tidal Investments LLC21,259$1.86M0.0%+9.4%0.007%
5/17/2024 Motley Fool Asset Management LLC144,637$12.66M0.8%-2.6%0.051%
5/16/2024 California State Teachers Retirement System389,352$34.08M0.0%+1.2%0.136%
5/16/2024 Vancity Investment Management Ltd222,845$19.51M2.3%-2.0%0.078%
5/16/2024 Virtus Investment Advisers Inc.2,620$229K0.2%-9.7%0.001%
5/16/2024 Janus Henderson Group PLC30,429$2.66M0.0%-1.9%0.011%
5/16/2024 Kennedy Capital Management LLC221,565$19.40M0.4%-3.2%0.078%
5/16/2024 Bayesian Capital Management LP12,010$1.05M0.1%N/A0.004%
5/15/2024 Mount Yale Investment Advisors LLC9,224$807K0.1%+60.2%0.003%
5/15/2024 Public Employees Retirement System of Ohio99,787$8.74M0.0%-17.8%0.035%
5/15/2024 Public Employees Retirement Association of Colorado25,422$2.23M0.0%-5.6%0.009%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund7,795$682K0.0%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems17,939$1.57M0.0%-5.1%0.006%
5/15/2024 Price T Rowe Associates Inc. MD393,272$34.43M0.0%-24.5%0.138%
5/15/2024 Lazard Asset Management LLC10,259$897K0.0%-58.2%0.004%
5/15/2024 1832 Asset Management L.P.242,338$21.21M0.0%-24.8%0.085%
5/15/2024 Quantum Capital Management LLC NJ112,901$9.88M1.1%N/A0.040%
5/15/2024 Quadrature Capital Ltd6,970$610K0.0%N/A0.002%
5/15/2024 Stonebridge Capital Advisors LLC3,650$320K0.0%-11.0%0.001%
5/14/2024 Capital World Investors1,413,224$123.71M0.0%+50.5%0.495%
5/14/2024 Toronto Dominion Bank167,766$14.69M0.0%+1.6%0.059%
5/14/2024 Heron Bay Capital Management110,233$9.65M2.0%+0.4%0.039%
5/14/2024 Advisors Asset Management Inc.517$45K0.0%-37.6%0.000%
5/14/2024 EP Wealth Advisors LLC9,660$846K0.0%-3.9%0.003%
5/14/2024 Vident Advisory LLC220,305$19.29M0.4%+48.2%0.077%
5/14/2024 Forte Capital LLC ADV68,081$5.96M0.7%+2.2%0.024%
5/14/2024 Shell Asset Management Co.110,851$9.70M0.4%+2.8%0.039%
5/14/2024 Mattern Wealth Management LLC2,966$260K0.1%-18.1%0.001%
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5/14/2024 Mattern Capital Management LLC131,747$11.53M1.6%-1.0%0.046%
5/14/2024 Natixis62,032$5.43M0.0%+220.5%0.022%
5/14/2024 Tiemann Investment Advisors LLC2,380$208K0.1%N/A0.001%
5/14/2024 CANADA LIFE ASSURANCE Co152,299$13.34M0.0%+4.9%0.053%
5/14/2024 American International Group Inc.64,351$5.63M0.0%-0.9%0.023%
5/14/2024 Vaughan David Investments LLC IL113,372$9.93M0.2%+13.4%0.040%
5/14/2024 Twin Capital Management Inc.17,544$1.54M0.2%N/A0.006%
5/14/2024 Lake Street Advisors Group LLC2,328$204K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.29,989$2.63M0.0%-7.7%0.011%
5/13/2024 UniSuper Management Pty Ltd13,751$1.20M0.0%+429.7%0.005%
5/13/2024 O Shaughnessy Asset Management LLC19,475$1.71M0.0%+19.2%0.007%
5/13/2024 Penobscot Investment Management Company Inc.21,118$1.85M0.2%+14.4%0.007%
5/11/2024 Cynosure Group LLC3,629$318K0.1%N/A0.001%
5/11/2024 Ironwood Investment Counsel LLC40,388$3.54M0.6%-1.6%0.014%
5/11/2024 Edgestream Partners L.P.91,269$7.99M0.4%N/A0.032%
5/10/2024 Acadian Asset Management LLC136,189$11.91M0.0%-60.6%0.048%
5/10/2024 Vanguard Group Inc.28,355,305$2.48B0.0%+0.7%9.941%
5/10/2024 Intech Investment Management LLC432,220$37.84M0.5%+130.7%0.152%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp229,970$20.13M0.0%-5.3%0.081%
5/10/2024 Mizuho Markets Americas LLC128,182$11.22M0.3%+97.5%0.045%
5/10/2024 Prevail Innovative Wealth Advisors LLC22,737$1.99M0.7%+620.0%0.008%
5/10/2024 Tocqueville Asset Management L.P.2,327$204K0.0%N/A0.001%
5/9/2024 Kingsview Wealth Management LLC5,251$460K0.0%+72.1%0.002%
5/9/2024 Scout Investments Inc.205,112$17.71M0.4%-5.8%0.072%
5/9/2024 First Eagle Investment Management LLC3,109,220$272.18M0.6%-24.3%1.090%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.352,255$30.84M0.0%+14.1%0.123%
5/9/2024 State Board of Administration of Florida Retirement System267,190$23.39M0.0%+2.5%0.094%
5/9/2024 Patton Fund Management Inc.58,656$5.14M0.9%-12.5%0.021%
5/9/2024 Koshinski Asset Management Inc.4,350$381K0.0%N/A0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.31,026$2.72M0.0%+122.4%0.011%
5/8/2024 Motley Fool Asset Management LLC143,675$12.58M0.4%-3.2%0.050%
5/8/2024 Motley Fool Wealth Management LLC337,119$29.51M1.5%-12.9%0.118%
5/8/2024 Bleakley Financial Group LLC2,373$208K0.0%N/A0.001%
5/8/2024 ProShare Advisors LLC2,251,701$197.11M0.5%-3.1%0.789%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP5,997$525K0.7%-23.8%0.002%
5/8/2024 Avantax Advisory Services Inc.4,174$365K0.0%+6.0%0.001%
5/8/2024 US Bancorp DE37,073$3.25M0.0%-8.3%0.013%
5/8/2024 Russell Investments Group Ltd.263,782$23.09M0.0%-26.5%0.092%
5/8/2024 QRG Capital Management Inc.15,258$1.34M0.0%+5.9%0.005%
5/8/2024 Headlands Technologies LLC360$32K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC18,032$1.58M0.2%-8.3%0.006%
5/7/2024 Sei Investments Co.276,090$24.17M0.0%+12.7%0.097%
5/7/2024 WealthPLAN Partners LLC60,224$5.27M0.5%N/A0.021%
5/7/2024 Swiss National Bank724,400$63.41M0.0%-3.9%0.254%
5/7/2024 Forsta AP Fonden44,400$3.89M0.0%+12.4%0.016%
5/7/2024 TimesSquare Capital Management LLC425,292$37.23M0.5%-21.2%0.149%
5/7/2024 Oppenheimer Asset Management Inc.30,482$2.67M0.0%+15.1%0.011%
5/7/2024 SG Americas Securities LLC59,549$5.21M0.0%+139.5%0.021%
5/7/2024 Empowered Funds LLC3,509$307K0.0%+19.4%0.001%
5/6/2024 Quantbot Technologies LP13,069$1.14M0.1%-55.9%0.005%
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5/6/2024 Envestnet Portfolio Solutions Inc.16,718$1.46M0.0%+9.3%0.006%
5/6/2024 ORG Partners LLC633$55K0.1%+111.0%0.000%
5/6/2024 Advisory Services Network LLC35,128$3.08M0.1%-6.1%0.012%
5/3/2024 Coronation Fund Managers Ltd.46,054$4.03M0.1%+3.4%0.016%
5/3/2024 Chevy Chase Trust Holdings LLC130,786$11.45M0.0%-0.9%0.046%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S17,455$1.53M0.0%+149.4%0.006%
5/3/2024 Central Pacific Bank Trust Division18,511$1.60M0.2%N/A0.006%
5/3/2024 Whittier Trust Co. of Nevada Inc.72,758$6.37M0.2%+5.3%0.026%
5/3/2024 Whittier Trust Co.167,524$14.67M0.2%+3.3%0.059%
5/2/2024 Suncoast Equity Management13,248$1.16M0.1%+192.5%0.005%
(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, 662 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), Allspring Global Investments Holdings LLC ($400.28M), and Geode Capital Management LLC ($364.11M).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 574 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. ($1.73M), 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 49,631,598 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

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

Of the 373 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 ($1.73M), 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 26,509,818 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


This page (NYSE:BRO) was last updated on 6/2/2024 by MarketBeat.com Staff

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