Recent Quarter Total Invested
$19.17 B
Recent Quarter Institutional Ownership Percentage
73.42%
Total Invested of Last Quarter
$17.63 B
Ownership Percentage of Last Quarter
71.58%
Brown & Brown, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 28.70 M | $2.57 B | 1.20% | 10.21% |
| BLACKROCK INC. | 08/13/2024 | 16.67 M | $1.49 B | 0.44% | 5.93% |
| SELECT EQUITY GROUP, L.P. | 08/14/2024 | 13.13 M | $1.17 B | -3.47% | 4.67% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 12.80 M | $1.14 B | 0.68% | 4.56% |
| STATE STREET CORP | 08/14/2024 | 10.86 M | $971.24 M | 0.28% | 3.87% |
| MORGAN STANLEY | 10/17/2024 | 8.88 M | $794.27 M | 0.20% | 3.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 5.99 M | $534.10 M | 3.42% | 2.13% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 4.02 M | $359.29 M | 14.16% | 1.43% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 3.89 M | $347.56 M | -14.99% | 1.38% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 3.49 M | $311.98 M | 24.55% | 1.24% |
| NORGES BANK | 08/14/2024 | 3.35 M | $299.11 M | 100.00% | 1.19% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 3.32 M | $296.60 M | -0.74% | 1.18% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 3.10 M | $277.39 M | -0.22% | 1.10% |
| APG ASSET MANAGEMENT N.V. | 08/14/2024 | 2.91 M | $242.81 M | -3.65% | 1.04% |
| INVESCO LTD. | 08/13/2024 | 2.58 M | $230.84 M | -4.35% | 0.92% |
| ROYAL BANK OF CANADA | 11/06/2024 | 2.46 M | $219.79 M | 10.96% | 0.87% |
| FENIMORE ASSET MANAGEMENT INC | 08/14/2024 | 2.41 M | $215.75 M | 0.21% | 0.86% |
| PROSHARE ADVISORS LLC | 08/13/2024 | 2.19 M | $196.22 M | -2.53% | 0.78% |
| NORTHERN TRUST CORP | 08/14/2024 | 2.17 M | $194.35 M | 1.30% | 0.77% |
| BARCLAYS PLC | 08/14/2024 | 2.09 M | $187.28 M | 147.52% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 2.07 M | $185.11 M | 3.30% | 0.74% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 08/07/2024 | 2.07 M | $184.93 M | 105.07% | 0.74% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 1.74 M | $155.78 M | 24.41% | 0.62% |
| MADISON ASSET MANAGEMENT, LLC | 08/09/2024 | 1.67 M | $149.09 M | 8.64% | 0.59% |
| CLARKSTON CAPITAL PARTNERS, LLC | 08/14/2024 | 1.59 M | $142.01 M | -39.30% | 0.57% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.55 M | $138.90 M | 7.97% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 1.54 M | $137.64 M | 5.78% | 0.55% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2024 | 1.51 M | $134.84 M | 7.04% | 0.54% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 1.43 M | $127.49 M | 0.90% | 0.51% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 1.42 M | $128.23 M | 1.67% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 1.41 M | $126.50 M | -7.77% | 0.50% |
| CONGRESS ASSET MANAGEMENT CO /MA | 08/02/2024 | 1.38 M | $123.13 M | -1.46% | 0.49% |
| CLOSE ASSET MANAGEMENT LTD | 08/07/2024 | 1.33 M | $119.28 M | 0.06% | 0.47% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.30 M | $116.03 M | 2.36% | 0.46% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.19 M | $106.36 M | 10.89% | 0.42% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 1.16 M | $103.31 M | -19.79% | 0.41% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 1.13 M | $100.69 M | 30.91% | 0.40% |
| LIONTRUST INVESTMENT PARTNERS LLP | 07/26/2024 | 974,867 | $87.16 M | -24.78% | 0.35% |
| FMR LLC | 08/13/2024 | 779,179 | $69.67 M | -10.18% | 0.28% |
| FIL LTD | 08/13/2024 | 772,388 | $69.06 M | 166.23% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 738,941 | $66.07 M | 35.61% | 0.26% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 733,668 | $65.60 M | 123.95% | 0.26% |
| CHILTON INVESTMENT CO INC. | 08/14/2024 | 729,389 | $65.21 M | 247.88% | 0.26% |
| SWISS NATIONAL BANK | 08/08/2024 | 719,200 | $64.30 M | -0.72% | 0.26% |
| TANDEM INVESTMENT ADVISORS, INC. | 08/01/2024 | 691,316 | $61.81 M | -0.50% | 0.25% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 07/23/2024 | 656,116 | $58.66 M | -6.12% | 0.23% |
| UBS GROUP AG | 08/14/2024 | 647,124 | $57.86 M | -4.86% | 0.23% |
| BOSTON FINANCIAL MANGEMENT LLC | 07/30/2024 | 626,703 | $56.03 M | -0.69% | 0.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 619,589 | $55.40 M | 57.55% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 580,124 | $51.87 M | -7.62% | 0.21% |
Brown & Brown, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of BRO shares?
During the previous two years, 958 institutional investors and hedge funds held shares of Brown & Brown, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 17.92 M
PRINCIPAL FINANCIAL GROUP INC: 12.81 M
STATE STREET CORP: 10.87 M
Select Equity Group, L.P.: 9.57 M
MORGAN STANLEY: 8.46 M
GEODE CAPITAL MANAGEMENT, LLC: 5.98 M
-
What percentage of Brown & Brown, Inc. stock is owned by institutional investors?
73.42% of Brown & Brown, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at BRO ?
Institutional investors have bought a total of 216.36 M shares in the last 24 months. This purchase volume represents approximately $23.88 B in transactions.