Brown & Brown Ownership | Who Owns Brown & Brown?
Brown & Brown Ownership Summary
Brown & Brown is owned by 25.85% institutional investors, 16.58% insiders, and 57.57% retail investors. Vanguard group is the largest institutional shareholder, holding 10.62% of BRO shares. Principal MidCap R5 is the top mutual fund, with 3.40% of its assets in Brown & Brown shares.
BRO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brown & Brown | 25.85% | 16.58% | 57.57% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Insurance Brokers Stocks | 38.25% | 13.19% | 48.56% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 29.94M | 10.62% | $3.05B |
| Blackrock funding, inc. /de | 18.67M | 6.62% | $1.90B |
| Blackrock | 16.67M | 5.93% | $1.49B |
| Principal financial group | 12.90M | 4.58% | $1.32B |
| State street | 11.15M | 3.94% | $1.14B |
| Morgan stanley | 8.88M | 3.16% | $794.27M |
| Select equity group | 7.98M | 2.83% | $814.01M |
| Geode capital management | 6.10M | 2.16% | $620.74M |
| Capital world investors | 4.20M | 1.49% | $428.04M |
| Allspring global investments | 3.92M | 1.39% | $394.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Philosmith capital | 292.45K | 8.45% | $29.84M |
| Gobi capital | 1.08M | 6.45% | $109.86M |
| Spring capital management | 96.74K | 5.89% | $9.87M |
| Lountzis asset management | 120.90K | 5.22% | $12.33M |
| Fenimore asset management | 2.30M | 4.93% | $234.49M |
| Close asset management | 1.37M | 3.93% | $139.49M |
| Wilson asset management () pty | 143.44K | 3.79% | $14.63M |
| Dundas partners llp | 503.11K | 3.60% | $51.33M |
| Covey capital advisors | 28.99K | 3.36% | $2.96M |
| Select equity group | 7.98M | 3.23% | $814.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.07M | 0.04% | 3.07M |
| First trust advisors lp | 2.35M | 0.21% | 2.03M |
| Madison investment advisors | 1.94M | 2.23% | 1.94M |
| Vanguard group | 29.94M | 0.05% | 1.34M |
| Proficio capital partners | 1.11M | 0.09% | 1.10M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.27M | 0.04% | -1.87M |
| Select equity group | 7.98M | 3.23% | -1.59M |
| First eagle investment management | 1.91M | 0.44% | -1.19M |
| Liontrust investment partners llp | 10.17K | 0.01% | -964.70K |
| Fmr | 597.14K | 0.00% | -512.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.07M | 0.04% | 3.07M | $313.41M |
| Madison investment advisors | 1.94M | 2.23% | 1.94M | $198.03M |
| Raymond james financial | 704.91K | 0.03% | 704.91K | $71.91M |
| Giverny capital | 294.81K | 1.10% | 294.81K | $30.08M |
| Rathbones group | 275.46K | 0.14% | 275.46K | $28.10M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Hm payson | -2.00 |
| Colonial trust advisors | -3.00 |
| Financial gravity asset management | -4.00 |
| Abich financial wealth management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 450 | -44.44% | 72,886,612 | -64.33% | 25 | 0.49% | 217 | -48.46% | 142 | -45.17% |
| Sep 30, 2024 | 800 | 6.67% | 204,064,860 | -1.41% | 72 | 1.33% | 417 | 6.11% | 256 | 9.87% |
| Jun 30, 2024 | 739 | 4.53% | 206,300,181 | 2.56% | 73 | 1.43% | 388 | 6.30% | 228 | 1.33% |
| Mar 31, 2024 | 707 | 4.12% | 201,151,399 | -1.34% | 71 | 1.35% | 365 | 6.73% | 225 | -0.88% |
| Dec 31, 2023 | 679 | 8.81% | 203,884,634 | 2.52% | 72 | 1.44% | 342 | 21.71% | 227 | 3.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Principal MidCap R5 | 9.71M | 3.40% | -22.63K |
| Principal Aligned MidCap Equity | 9.61M | 3.36% | 67.17K |
| Vanguard Total Stock Mkt Idx Inv | 7.67M | 2.68% | 11.43K |
| Vanguard US Total Market Shares ETF | 7.22M | 2.52% | 5.27K |
| Vanguard Institutional 500 Index Trust | 6.58M | 2.30% | 44.55K |
| Vanguard Mid Cap Index Institutional | 5.25M | 1.84% | 22.39K |
| Eaton Vance Atlanta Capital SMID-Cap I | 4.01M | 1.40% | - |
| Allspring Mid Value SMA | 3.24M | 1.13% | 3.24M |
| Allspring Special US Mid Cap Value Eq | 3.24M | 1.13% | - |
| Allspring Special Mid Cap Value Inst | 3.07M | 1.07% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2024 | BROWN HYATT J | Chairman | Sell | $3.34M |
| Nov 25, 2024 | BROWN HYATT J | Chairman | Sell | $43.47M |
| Aug 29, 2024 | BROWN HYATT J | Chairman | Sell | $14.07M |
| Aug 08, 2024 | Watts R. Andrew | EVP, CFO and Treasurer | Sell | $250.80K |
| Jun 07, 2024 | Turpin Julie | EVP/Chief People Officer | Sell | $301.23K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 5 |
BRO Ownership FAQ
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