Free Trial

Brown & Brown (BRO) Institutional Ownership

→ These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad)
Free BRO Stock Alerts
$81.46
-0.82 (-1.00%)
(As of 04/26/2024 08:52 PM 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)
398
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$881.21M
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
4/26/2024 Trueblood Wealth Management LLC17,720$1.55M0.9%-3.0%0.006%
4/26/2024 Securian Asset Management Inc.13,874$1.22M0.0%-7.0%0.005%
4/26/2024 UMB Bank n.a.123,150$10.78M0.2%-0.1%0.043%
4/26/2024 Yousif Capital Management LLC135,543$11.87M0.1%+0.1%0.048%
4/26/2024 YHB Investment Advisors Inc.1,292$113K0.0%N/A0.000%
4/26/2024 SlateStone Wealth LLC15,416$1.35M0.1%+172.8%0.005%
4/25/2024 New York State Teachers Retirement System237,489$20.79M0.0%-1.5%0.083%
4/25/2024 WCM Investment Management LLC60,657$5.31M0.0%-43.8%0.021%
4/25/2024 Bank of New York Mellon Corp1,533,978$134.28M0.0%-3.1%0.538%
4/25/2024 Carmel Capital Partners LLC2,850$249K0.1%-9.9%0.001%
4/25/2024 Strategy Asset Managers LLC12,063$1.06M0.2%+176.9%0.004%
4/25/2024 BCM Advisors LLC108,898$8.94M2.3%-2.2%0.038%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 39,332$3.44M0.0%-2.5%0.014%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund77,243$6.76M0.1%-10.4%0.027%
4/25/2024 Summit Financial LLC3,154$276K0.0%-16.1%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.20,602$1.80M0.0%+13.4%0.007%
4/24/2024 V Square Quantitative Management LLC3,624$317K0.1%+36.8%0.001%
4/24/2024 Simplicity Wealth LLC2,373$208K0.0%N/A0.001%
4/24/2024 Bar Harbor Wealth Management163,596$14.32M1.0%+0.1%0.057%
4/24/2024 Assenagon Asset Management S.A.186,243$16.30M0.0%-7.5%0.065%
4/23/2024 Global Retirement Partners LLC1,672$146K0.0%+109.5%0.001%
4/23/2024 Cookson Peirce & Co. Inc.356,879$31.24M1.7%-0.3%0.125%
4/23/2024 Speece Thorson Capital Group Inc.137,281$12.02M2.3%-1.3%0.048%
4/23/2024 Louisiana State Employees Retirement System13,800$1.21M0.0%-3.5%0.005%
4/23/2024 Amalgamated Bank49,827$4.36M0.0%-23.4%0.017%
4/23/2024 New Mexico Educational Retirement Board11,900$1.04M0.0%-2.5%0.004%
4/23/2024 Cigna Investments Inc. New2,543$223K0.0%N/A0.001%
4/23/2024 Revisor Wealth Management LLC6,473$567K0.3%+100.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.45,861$4.02M0.0%+26.7%0.016%
4/22/2024 Provident Wealth Management LLC2,689$235K0.1%N/A0.001%
4/22/2024 Raymond James & Associates489,527$42.85M0.0%-0.3%0.172%
4/20/2024 Kesler Norman & Wride LLC28,271$2.48M0.5%-9.7%0.010%
4/19/2024 Legacy Wealth Asset Management LLC3,907$342K0.1%+15.6%0.001%
4/19/2024 First Trust Direct Indexing L.P.4,392$384K0.0%+14.1%0.002%
4/19/2024 Norden Group LLC99,856$8.74M0.1%+2,650.9%0.035%
4/19/2024 State of Alaska Department of Revenue25,633$2.24M0.0%+0.5%0.009%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.628,008$54.98M0.0%-4.5%0.220%
4/19/2024 Handelsinvest Investeringsforvaltning4,892$428K0.2%-34.2%0.002%
4/18/2024 Cullinan Associates Inc.13,000$1.14M0.1%N/A0.005%
4/18/2024 Allspring Global Investments Holdings LLC4,572,541$400.28M0.6%-12.7%1.602%
His win rate puts Warren Buffett to shame… (Ad)

Not long ago I joined Phil Ash for a private one-on-one interview. And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015… Without a single loss.

Click here now for the full story.
4/18/2024 Vaughan Nelson Investment Management L.P.24,430$2.14M0.0%-34.5%0.009%
4/18/2024 Tributary Capital Management LLC13,251$1.16M0.1%-20.5%0.005%
4/18/2024 Congress Wealth Management LLC DE 137,039$12.00M0.2%+5.2%0.048%
4/18/2024 Park Place Capital Corp1,163$102K0.0%+128.5%0.000%
4/18/2024 Diversified Trust Co2,588$227K0.0%-40.5%0.001%
4/18/2024 Compass Ion Advisors LLC11,662$1.02M0.1%+13.4%0.004%
4/17/2024 Vicus Capital2,370$207K0.0%N/A0.001%
4/16/2024 Occidental Asset Management LLC8,350$731K0.1%-12.5%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC10,185$892K0.0%+5.2%0.004%
4/15/2024 Wealthcare Advisory Partners LLC30,087$2.63M0.1%N/A0.011%
4/15/2024 Brookstone Capital Management10,013$877K0.0%+44.8%0.004%
4/15/2024 Sound 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%
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%
2/23/2024 Speece 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%
2/16/2024Spouting Rock Asset Management LLC9,290$661K0.2%-43.2%0.003%
2/15/2024Osterweis Capital Management Inc.386,779$27.50M1.7%+1.2%0.136%
His win rate puts Warren Buffett to shame… (Ad)

Not long ago I joined Phil Ash for a private one-on-one interview. And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015… Without a single loss.

Click here now for the full story.
2/15/2024Chilton Investment Co. Inc.18,022$1.28M0.0%+18.4%0.006%
2/14/2024Keyes Stange & Wooten Wealth Management LLC7,597$540K0.6%N/A0.003%
2/14/2024Cresset Asset Management LLC331,047$23.54M0.1%+1.6%0.116%
2/14/2024Unigestion Holding SA11,615$826K0.0%N/A0.004%
2/14/2024Verition Fund Management LLC382,456$27.20M0.2%-41.7%0.134%
2/14/2024Capital Fund Management S.A.116,689$8.30M0.0%+81.7%0.041%
2/14/2024Shell Asset Management Co.107,847$7.67M0.4%-15.4%0.038%
2/14/2024Ghisallo Capital Management LLC70,800$5.04M0.5%N/A0.025%
2/14/2024Ossiam18,829$1.34M0.0%-3.9%0.007%
2/14/2024Scout Investments Inc.217,715$15.48M0.4%-62.3%0.076%
(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, 658 institutional investors and hedge funds held shares of Brown & Brown. The most heavily invested institutionals were Vanguard Group Inc. ($2.00B), Select Equity Group L.P. ($1.34B), BlackRock Inc. ($1.14B), Principal Financial Group Inc. ($876.50M), State Street Corp ($751.33M), Morgan Stanley ($652.00M), and Allspring Global Investments Holdings LLC ($400.28M).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 569 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. ($3.64M), ProShare Advisors LLC ($3.26M), Norges Bank ($3.06M), Victory Capital Management Inc. ($2.35M), Assenagon Asset Management S.A. ($1.73M), Liontrust Investment Partners LLP ($1.59M), and Congress Asset Management Co. MA ($1.40M).

How much institutional buying is happening at Brown & Brown?

Institutional investors have bought a total of 52,827,944 shares in the last 24 months. This purchase volume represents approximately $3.42B 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), Clarkston Capital Partners LLC ($1.41M), Price T Rowe Associates Inc. MD ($1.06M), State Street Corp ($1.01M), First Eagle Investment Management LLC ($994.74K), and Scout Investments Inc. ($990.25K).

How much institutional selling is happening at Brown & Brown?

Institutional investors have sold a total of 28,738,891 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.


Related Companies:
This page (NYSE:BRO) was last updated on 4/29/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
His win rate puts Warren Buffett to shame…
Investing Daily
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
Biden out June 13; Kamala won’t replace him?
Paradigm Press
Man Who Predicted 2008: “This Will be Worse.”
Altimetry
Has Jeff Bezos Found the Next Nvidia?
InvestorPlace