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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 28.36 M | $2.48 B | 0.72% | 10.11% |
| 05/10/2024 | BLACKROCK INC. | 16.60 M | $1.45 B | 1.54% | 5.92% |
| 05/15/2024 | SELECT EQUITY GROUP, L.P. | 13.61 M | $1.19 B | -4.92% | 4.84% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 12.72 M | $1.11 B | 3.18% | 4.54% |
| 05/15/2024 | STATE STREET CORP | 10.83 M | $948.24 M | 0.80% | 3.86% |
| 05/15/2024 | MORGAN STANLEY | 8.87 M | $776.12 M | -1.49% | 3.16% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 5.79 M | $505.66 M | 4.30% | 2.07% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 4.57 M | $400.28 M | -12.68% | 1.63% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 3.52 M | $308.15 M | -2.18% | 1.26% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 3.34 M | $292.56 M | 1.65% | 1.19% |
| 05/09/2024 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 3.11 M | $272.18 M | -24.32% | 1.11% |
| 05/14/2024 | APG ASSET MANAGEMENT N.V. | 3.02 M | $244.84 M | 0.20% | 1.08% |
| 05/14/2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.80 M | $245.25 M | 40.06% | 1.00% |
| 05/14/2024 | INVESCO LTD. | 2.70 M | $236.28 M | 32.02% | 0.96% |
| 05/14/2024 | CLARKSTON CAPITAL PARTNERS, LLC | 2.62 M | $229.08 M | 0.05% | 0.93% |
| 04/30/2024 | FENIMORE ASSET MANAGEMENT INC | 2.41 M | $210.80 M | -0.42% | 0.86% |
| 05/08/2024 | PROSHARE ADVISORS LLC | 2.25 M | $197.11 M | -3.07% | 0.80% |
| 05/15/2024 | ROYAL BANK OF CANADA | 2.23 M | $195.23 M | 13.57% | 0.80% |
| 05/14/2024 | NORTHERN TRUST CORP | 2.15 M | $187.85 M | -3.18% | 0.77% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 2.00 M | $175.45 M | 17.41% | 0.71% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 1.53 M | $134.28 M | -3.07% | 0.55% |
| 05/09/2024 | MADISON ASSET MANAGEMENT, LLC | 1.53 M | $134.37 M | 12.73% | 0.55% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 1.46 M | $127.40 M | 0.96% | 0.52% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.44 M | $126.11 M | -3.99% | 0.51% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.44 M | $125.94 M | -3.75% | 0.51% |
| 05/14/2024 | CAPITAL WORLD INVESTORS | 1.41 M | $123.71 M | 50.46% | 0.50% |
| 05/14/2024 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.41 M | $123.34 M | 29.86% | 0.50% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 1.40 M | $122.60 M | 43.82% | 0.50% |
| 04/11/2024 | CONGRESS ASSET MANAGEMENT CO /MA | 1.40 M | $122.35 M | 20.54% | 0.50% |
| 05/10/2024 | CIBC PRIVATE WEALTH GROUP, LLC | 1.39 M | $120.20 M | -0.27% | 0.50% |
| 05/14/2024 | CLOSE ASSET MANAGEMENT LTD | 1.33 M | $116.66 M | 0.01% | 0.47% |
| 05/10/2024 | LIONTRUST INVESTMENT PARTNERS LLP | 1.30 M | $113.46 M | -3.29% | 0.46% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.27 M | $110.99 M | 1.59% | 0.45% |
| 05/14/2024 | ALLIANZ ASSET MANAGEMENT GMBH | 1.09 M | $95.23 M | 67.74% | 0.39% |
| 05/10/2024 | JPMORGAN CHASE & CO | 1.07 M | $93.91 M | 24.25% | 0.38% |
| 05/14/2024 | ROYAL LONDON ASSET MANAGEMENT LTD | 1.01 M | $88.29 M | 5.35% | 0.36% |
| 05/13/2024 | FMR LLC | 867,501 | $75.94 M | 3.79% | 0.31% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 860,231 | $75.30 M | 23.12% | 0.31% |
| 05/15/2024 | BARCLAYS PLC | 846,250 | $74.08 M | -32.89% | 0.30% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 761,676 | $66.68 M | -15.49% | 0.27% |
| 05/15/2024 | POINT72 ASSET MANAGEMENT, L.P. | 726,662 | $63.61 M | 111.59% | 0.26% |
| 05/07/2024 | SWISS NATIONAL BANK | 724,400 | $63.41 M | -3.90% | 0.26% |
| 05/13/2024 | BANK OF MONTREAL /CAN/ | 702,812 | $61.62 M | 105.83% | 0.25% |
| 04/24/2024 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 698,858 | $61.18 M | -3.61% | 0.25% |
| 04/30/2024 | TANDEM INVESTMENT ADVISORS, INC. | 694,802 | $60.82 M | -3.12% | 0.25% |
| 05/13/2024 | UBS GROUP AG | 680,156 | $59.54 M | 47.60% | 0.24% |
| 05/10/2024 | BOSTON FINANCIAL MANGEMENT LLC | 631,045 | $55.24 M | 0.00% | 0.22% |
| 04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 628,008 | $54.98 M | -4.45% | 0.22% |
| 04/01/2024 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 566,579 | $49.60 M | 100.00% | 0.20% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 544,910 | $47.70 M | 10.38% | 0.19% |
A. During the previous two years, 933 institutional investors and hedge funds held shares of Brown & Brown, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 28.36 M
BlackRock Inc.: 16.6 M
Select Equity Group, L.P.: 13.61 M
PRINCIPAL FINANCIAL GROUP INC: 12.72 M
STATE STREET CORP: 10.83 M
MORGAN STANLEY: 8.87 M
A. 71.44% of Brown & Brown, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 280.05 M shares in the last 24 months. This purchase volume represents approximately $25.35 B in transactions.
