Brown & Brown Ownership 2024 | Who Owns Brown & Brown Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

73.05%

Insider Ownership

16.36%

Retail Ownership

10.59%

Institutional Holders

723.00

Brown & Brown Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.21%0.05%28,695,553340,2481.20%2,565,669,394Jun 30, 2024
BLACKROCK INC.5.93%0.03%16,671,72272,5400.44%1,490,618,668Jun 30, 2024
SELECT EQUITY GROUP, L.P.4.67%4.62%13,133,796-472,594-3.47%1,174,292,700Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC4.56%0.68%12,804,97986,8240.68%1,144,893,152,000Jun 30, 2024
STATE STREET CORP3.87%0.04%10,862,77830,7380.28%971,240,981,000Jun 30, 2024
MORGAN STANLEY3.16%0.06%8,883,45217,5760.20%794,269,674Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.13%0.05%5,988,633198,1323.42%534,095,107Jun 30, 2024
GOLDMAN SACHS GROUP INC1.43%0.06%4,018,407498,33014.16%359,285,771Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC1.38%0.57%3,887,245-685,296-14.99%347,558,549Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.24%0.29%3,489,305687,78324.55%311,978,760Jun 30, 2024
NORGES BANK1.19%0.04%3,345,4223,345,422100.00%299,114,181Jun 30, 2024
WELLS FARGO & COMPANY/MN1.18%0.07%3,317,357-24,714-0.74%296,604,950Jun 30, 2024
FIRST EAGLE INVESTMENT MANAGEMENT, LLC1.10%0.62%3,102,450-6,770-0.22%277,390,069Jun 30, 2024
APG ASSET MANAGEMENT N.V.1.04%0.43%2,910,542-110,105-3.65%242,809,947Jun 30, 2024
INVESCO LTD.0.92%0.05%2,581,866-117,278-4.34%230,844,640Jun 30, 2024
ROYAL BANK OF CANADA0.88%0.05%2,472,988242,75310.88%221,110,000Jun 30, 2024
FENIMORE ASSET MANAGEMENT INC0.86%4.73%2,413,0355,0320.21%215,749,484Jun 30, 2024
PROSHARE ADVISORS LLC0.78%0.53%2,194,639-57,062-2.53%196,222,673Jun 30, 2024
NORTHERN TRUST CORP0.77%0.03%2,173,70827,8371.30%194,351,233,000Jun 30, 2024
BARCLAYS PLC0.75%0.06%2,094,6021,248,352147.52%187,276,000Jun 30, 2024

Brown & Brown's largest institutional shareholder is VANGUARD GROUP INC, holding 10.21% of the company's total share outstanding, currently valued at $2.57B. The top 10 institutional shareholders own together 38.59% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PHILOSMITH CAPITAL CORP0.12%8.19%325,450--29,098,485Jun 30, 2024
SPRING CAPITAL MANAGEMENT, LLC0.04%5.43%100,0128,1378.86%6,884,826Jun 30, 2024
LOUNTZIS ASSET MANAGEMENT, LLC0.04%5.27%126,018-986-0.78%11,267,269Jun 30, 2024
FENIMORE ASSET MANAGEMENT INC0.86%4.73%2,413,0355,0320.21%215,749,484Jun 30, 2024
SELECT EQUITY GROUP, L.P.4.67%4.62%13,133,796-472,594-3.47%1,174,292,700Jun 30, 2024
CLOSE ASSET MANAGEMENT LTD0.47%4.06%1,334,1037890.06%119,275,000Jun 30, 2024
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD0.05%3.36%143,443143,443100.00%12,825,239Jun 30, 2024
COVEY CAPITAL ADVISORS, LLC0.01%3.34%32,3861,0213.26%2,895,632Jun 30, 2024
DUNDAS PARTNERS LLP0.17%3.32%479,2054,5280.95%42,846,000Jun 30, 2024
PROSPECTOR PARTNERS LLC0.10%2.83%283,5571,8050.64%25,352,831Jun 30, 2024
VANCITY INVESTMENT MANAGEMENT LTD0.17%2.78%489,460266,615119.64%43,812,000Jun 30, 2024
CLARKSTON CAPITAL PARTNERS, LLC0.57%2.71%1,588,285-1,028,540-39.30%142,008,562Jun 30, 2024
BCM ADVISORS, LLC0.04%2.60%108,940420.04%10,981,152Jun 30, 2024
TANDEM INVESTMENT ADVISORS, INC.0.25%2.46%691,316-3,486-0.50%61,811,000Jun 30, 2024
OTTER CREEK ADVISORS, LLC0.01%2.18%37,64917,10283.23%3,366,198Jun 30, 2024
HERON BAY CAPITAL MANAGEMENT0.04%2.11%110,5993660.33%9,888,665Jun 30, 2024
BRENDEL FINANCIAL ADVISORS LLC0.01%2.09%36,77436,774100.00%3,288,000Jun 30, 2024
SPEECE THORSON CAPITAL GROUP INC0.04%2.09%114,204-23,077-16.81%10,211,000Jun 30, 2024
INTEGRITY FINANCIAL CORP /WA0.01%2.00%35,772--3,198,375Jun 30, 2024
RUNNING OAK CAPITAL LLC0.05%1.86%136,739-2,215-1.59%12,225,839Jun 30, 2024

The largest Brown & Brown shareholder by % of total assets is PHILOSMITH CAPITAL CORP. The company owns 325.45K shares of Brown & Brown (BRO), representing 8.19% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.19%0.04%3,345,4223,345,422100.00%299,114,181Jun 30, 2024
BARCLAYS PLC0.75%0.06%2,094,6021,248,352147.52%187,276,000Jun 30, 2024
ROYAL LONDON ASSET MANAGEMENT LTD0.74%0.47%2,068,3331,059,711105.07%184,929,652Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.24%0.29%3,489,305687,78324.55%311,978,760Jun 30, 2024
CHILTON INVESTMENT CO INC.0.26%1.84%729,389519,721247.88%65,214,671Jun 30, 2024
GOLDMAN SACHS GROUP INC1.43%0.06%4,018,407498,33014.16%359,285,771Jun 30, 2024
FIL LTD0.27%0.07%772,388482,266166.23%69,059,211Jun 30, 2024
NATIXIS ADVISORS, L.P.0.26%0.14%733,668406,064123.95%65,597,000Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.62%0.04%1,742,279341,79724.41%155,777,167Jun 30, 2024
VANGUARD GROUP INC10.21%0.05%28,695,553340,2481.20%2,565,669,394Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.17%0.10%488,483302,240162.28%43,675,265Jun 30, 2024
VANCITY INVESTMENT MANAGEMENT LTD0.17%2.78%489,460266,615119.64%43,812,000Jun 30, 2024
DEUTSCHE BANK AG\0.40%0.05%1,126,151265,92030.91%100,689,161Jun 30, 2024
WOODLINE PARTNERS LP0.09%0.22%259,029259,029100.00%23,159,783Jun 30, 2024
ROYAL BANK OF CANADA0.88%0.05%2,472,988242,75310.88%221,110,000Jun 30, 2024
PORT CAPITAL LLC0.08%1.04%231,368231,368100.00%20,687,000Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.22%0.01%619,589226,31757.55%55,398,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.13%0.05%5,988,633198,1323.42%534,095,107Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.26%0.02%738,941194,03135.61%66,068,740Jun 30, 2024
NATIXIS0.09%0.13%255,289193,257311.54%22,825,389Jun 30, 2024

As of Jun 30 2024, Brown & Brown's largest institutional buyer is NORGES BANK. The company purchased 3.35M stocks of BRO, valued at $299.11M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CLARKSTON CAPITAL PARTNERS, LLC0.57%2.71%1,588,285-1,028,540-39.30%142,008,562Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC1.38%0.57%3,887,245-685,296-14.99%347,558,549Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.19%0.07%536,426-551,429-50.69%47,961,848Jun 30, 2024
SELECT EQUITY GROUP, L.P.4.67%4.62%13,133,796-472,594-3.47%1,174,292,700Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.03%0.01%72,100-459,600-86.44%6,446,461Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.00%0.00%4,801-342,426-98.62%429,257Jun 30, 2024
BANK OF MONTREAL /CAN/0.13%0.01%366,771-336,041-47.81%33,790,613Jun 30, 2024
LIONTRUST INVESTMENT PARTNERS LLP0.35%1.24%974,867-321,228-24.78%87,162,858Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.08%0.08%238,545-286,252-54.55%21,328,308Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.41%0.08%1,155,471-285,090-19.79%103,310,662Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%104,961-284,219-73.03%9,384,563Jun 30, 2024
MAN GROUP PLC0.04%0.03%124,869-245,605-66.29%11,164,538Jun 30, 2024
GILLSON CAPITAL LP0.06%1.42%164,338-236,561-59.01%14,693,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.19%0.01%536,603-225,073-29.55%47,977,674Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.02%0.01%63,859-220,386-77.53%5,709,633Jun 30, 2024
VIDENT ADVISORY, LLC----220,305-100.00%-Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.04%0.05%101,776-205,316-66.86%9,100,000Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.19%0.13%540,534-186,128-25.61%48,329,187Jun 30, 2024
AMUNDI0.09%0.01%253,241-121,668-32.45%22,801,820Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.50%0.02%1,414,863-119,115-7.77%126,502,886Jun 30, 2024

As of Jun 30 2024, Brown & Brown's biggest institutional seller is CLARKSTON CAPITAL PARTNERS, LLC. The company sold -1.03M shares of BRO, valued at $142.01M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.19%0.04%3,345,4223,345,422100.00%299,114,181Jun 30, 2024
WOODLINE PARTNERS LP0.09%0.22%259,029259,029100.00%23,159,783Jun 30, 2024
PORT CAPITAL LLC0.08%1.04%231,368231,368100.00%20,687,000Jun 30, 2024
ZURICH INSURANCE GROUP LTD/FI0.06%0.14%180,586180,586100.00%16,146,194Jun 30, 2024
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD0.05%3.36%143,443143,443100.00%12,825,239Jun 30, 2024
PICTET NORTH AMERICA ADVISORS SA0.03%0.86%88,72888,728100.00%7,933,170Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.03%0.07%73,04373,043100.00%6,531,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.03%63,33663,336100.00%5,662,872Jun 30, 2024
HEIRLOOM WEALTH MANAGEMENT0.02%1.32%45,57245,572100.00%4,074,593Jun 30, 2024
D L CARLSON INVESTMENT GROUP INC0.01%0.70%40,59840,598100.00%3,629,867Jun 30, 2024
ELSER FINANCIAL PLANNING, INC0.01%0.59%39,77939,779100.00%3,556,640Jun 30, 2024
ING GROEP NV0.01%0.02%29,28429,284100.00%2,618,282Jun 30, 2024
J. SAFRA SARASIN HOLDING AG0.01%0.05%29,11529,115100.00%2,603,172Jun 30, 2024
MOUNT LUCAS MANAGEMENT LP0.01%0.73%28,49428,494100.00%2,547,649Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.01%0.24%24,07224,072100.00%2,152,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.01%23,76923,769100.00%2,125,186Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.01%0.54%19,44519,445100.00%1,738,468Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.04%18,25018,250100.00%1,631,732Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.01%0.07%17,37917,379100.00%1,567,044Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.01%0.02%17,00617,006100.00%1,520,546Jun 30, 2024
GREAT VALLEY ADVISOR GROUP, INC.0.01%0.04%16,90816,908100.00%1,511,993Jun 30, 2024
POINT72 HONG KONG LTD0.01%0.09%16,36316,363100.00%1,463,010Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.03%14,86114,861100.00%1,328,722Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.07%13,96513,965100.00%1,248,611Jun 30, 2024
WOLVERINE TRADING, LLC0.00%0.00%11,90011,900100.00%1,063,979Jun 30, 2024
XTX TOPCO LTD0.00%0.09%11,60311,603100.00%1,037,424Jun 30, 2024
GOLDEN STATE EQUITY PARTNERS0.00%0.21%11,41411,414100.00%1,020,521Jun 30, 2024
MARSHALL FINANCIAL GROUP LLC0.00%0.28%11,22211,222100.00%1,003,363Jun 30, 2024
RETIREFUL, LLC0.00%0.45%10,62010,620100.00%949,534Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.00%0.07%10,04510,045100.00%898,123Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.00%0.08%10,01310,013100.00%895,262Jun 30, 2024
SOUND FINANCIAL STRATEGIES GROUP, LLC0.00%0.66%8,4698,469100.00%757,213Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.38%7,1007,100100.00%634,811Jun 30, 2024
MACHINA CAPITAL S.A.S.0.00%0.28%6,9816,981100.00%624,171Jun 30, 2024
ISAM FUNDS (UK) LTD0.00%0.44%6,5126,512100.00%582,238Jun 30, 2024
KESTRA PRIVATE WEALTH SERVICES, LLC0.00%0.01%5,9535,953100.00%532,265Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC0.00%0.00%5,9235,923100.00%529,557Jun 30, 2024
CALLAN FAMILY OFFICE, LLC0.00%0.08%4,5554,555100.00%407,263Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.00%0.01%4,5524,552100.00%406,994Jun 30, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT0.00%0.03%4,5424,542100.00%406,107Jun 30, 2024
OUTLOOK WEALTH ADVISORS, LLC0.00%0.11%3,8343,834100.00%342,804Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.00%0.00%3,7853,785100.00%338,417Jun 30, 2024
DRW SECURITIES, LLC0.00%0.01%3,6783,678100.00%328,849Jun 30, 2024
ARGENT TRUST CO0.00%0.01%3,5183,518100.00%314,544Jun 30, 2024
WALLEYE CAPITAL LLC0.00%0.00%3,4773,477100.00%310,879Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.00%0.06%3,4613,461100.00%309,448Jun 30, 2024
BENCHMARK INVESTMENT ADVISORS LLC0.00%0.22%3,3833,383100.00%302,481Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.02%3,1223,122100.00%279,138Jun 30, 2024
0.00%0.04%3,0683,068100.00%301,830Jun 30, 2024
MEEDER ADVISORY SERVICES, INC.0.00%0.02%2,7102,710100.00%242,305Jun 30, 2024
CONFLUENCE WEALTH SERVICES, INC.0.00%0.02%2,6262,626100.00%234,791Jun 30, 2024
ASCENT GROUP, LLC0.00%0.02%2,6052,605100.00%232,913Jun 30, 2024
STEEL PEAK WEALTH MANAGEMENT LLC0.00%0.01%2,5602,560100.00%228,890Jun 30, 2024
CREATIVEONE WEALTH, LLC0.00%0.01%2,5432,543100.00%227,000Jun 30, 2024
REGIONS FINANCIAL CORP0.00%0.00%2,5282,528100.00%226,029Jun 30, 2024
SIMPLEX TRADING, LLC0.00%0.00%2,5272,527100.00%225,000Jun 30, 2024
BURNEY CO/0.00%0.01%2,5202,520100.00%225,313Jun 30, 2024
TRUST POINT INC.0.00%0.02%2,4162,416100.00%216,015Jun 30, 2024
SNOWDEN CAPITAL ADVISORS LLC0.00%0.01%2,3692,369100.00%211,774Jun 30, 2024
KATHMERE CAPITAL MANAGEMENT, LLC0.00%0.02%2,3482,348100.00%209,935Jun 30, 2024
TRUST INVESTMENT ADVISORS0.00%0.13%2,3232,323100.00%207,699Jun 30, 2024
TRINITY FINANCIAL ADVISORS LLC0.00%0.09%2,2772,277100.00%203,605Jun 30, 2024
SYSTEMATIC PORTFOLIOS LLC0.00%1.41%2,2662,266100.00%202,603Jun 30, 2024
ALPHACENTRIC ADVISORS LLC0.00%0.13%2,0492,049100.00%183,201Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.00%1,3081,308100.00%116,990Jun 30, 2024
0.00%0.04%699699100.00%62,498Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.02%268268100.00%23,963Jun 30, 2024
KINGS PATH PARTNERS LLC0.00%0.01%231231100.00%20,654Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.00%205205100.00%18,340Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%177177100.00%15,807Jun 30, 2024
GREAT LAKES RETIREMENT, INC.0.00%0.00%163163100.00%14,574Jun 30, 2024
NAPLES MONEY MANAGEMENT LLC0.00%0.01%150150100.00%13,367Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC-0.00%136136100.00%12,160Jun 30, 2024
Y.D. MORE INVESTMENTS LTD--125125100.00%30Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.-0.00%103103100.00%9,209Jun 30, 2024
GHP INVESTMENT ADVISORS, INC.-0.00%9393100.00%8,316Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.-0.00%8585100.00%8,000Jun 30, 2024
CULLEN/FROST BANKERS, INC.-0.00%7373100.00%6,527Jun 30, 2024
ST GERMAIN D J CO INC-0.00%6767100.00%5,990Jun 30, 2024
BALDWIN BROTHERS LLC/MA-0.00%6464100.00%5,722Jun 30, 2024
HOLLENCREST CAPITAL MANAGEMENT-0.00%6060100.00%5,365Jun 30, 2024
VITALSTONE FINANCIAL, LLC-0.00%3232100.00%2,861Jun 30, 2024
CVA FAMILY OFFICE, LLC-0.00%1818100.00%1,609Jun 30, 2024
LIVE OAK INVESTMENT PARTNERS-0.00%1818100.00%1,609Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC-0.00%1616100.00%1,575Jun 30, 2024
LOGAN CAPITAL MANAGEMENT INC-0.00%1515100.00%1,341Jun 30, 2024
VISIONPOINT ADVISORY GROUP, LLC-0.00%1212100.00%1,073Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%1010100.00%895Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC-0.00%44100.00%358Jun 30, 2024

Brown & Brown's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.35M shares, valued at $299.11M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VIDENT ADVISORY, LLC----220,305-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----117,939-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----106,244-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----64,351-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----20,167-100.00%-Jun 30, 2024
INCEPTIONR LLC----15,493-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----13,400-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----13,069-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----12,010-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----9,526-100.00%-Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP----7,059-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----6,970-100.00%-Jun 30, 2024
EMPIRICAL ASSET MANAGEMENT, LLC----5,908-100.00%-Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC----5,716-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----5,687-100.00%-Jun 30, 2024
NATIONAL WEALTH MANAGEMENT GROUP, LLC----5,168-100.00%-Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA----4,518-100.00%-Jun 30, 2024
GITTERMAN WEALTH MANAGEMENT, LLC----4,371-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----4,200-100.00%-Jun 30, 2024
RADNOR CAPITAL MANAGEMENT, LLC----4,000-100.00%-Jun 30, 2024
PEARL RIVER CAPITAL, LLC----3,461-100.00%-Jun 30, 2024
DARWIN WEALTH MANAGEMENT, LLC----3,400-100.00%-Jun 30, 2024
FIFTH LANE CAPITAL, LP----3,168-100.00%-Jun 30, 2024
FOUNDRY PARTNERS, LLC----3,071-100.00%-Jun 30, 2024
FIRST TRUST INVESTMENT SOLUTIONS L.P.----2,900-100.00%-Jun 30, 2024
NEWEDGE WEALTH, LLC----2,880-100.00%-Jun 30, 2024
DIVERSIFIED TRUST CO----2,588-100.00%-Jun 30, 2024
FOURTHOUGHT FINANCIAL PARTNERS, LLC----2,549-100.00%-Jun 30, 2024
NOVAK & POWELL FINANCIAL SERVICES, INC.----2,440-100.00%-Jun 30, 2024
LAKE STREET ADVISORS GROUP, LLC----2,328-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----1,600-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----1,294-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----1,292-100.00%-Jun 30, 2024
TOBAM----842-100.00%-Jun 30, 2024
CASTLEVIEW PARTNERS, LLC----520-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----360-100.00%-Jun 30, 2024
SALOMON & LUDWIN, LLC----140-100.00%-Jun 30, 2024
TFO-TDC, LLC----136-100.00%-Jun 30, 2024
ARLINGTON TRUST CO LLC----87-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----84-100.00%-Jun 30, 2024
ZIONS BANCORPORATION, N.A.----76-100.00%-Jun 30, 2024
FIRST FINANCIAL CORP /IN/----54-100.00%-Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC----53-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----4-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----3-100.00%-Jun 30, 2024

Brown & Brown's largest sold out institutional shareholder by shares sold is VIDENT ADVISORY, LLC, sold -0.22M shares, valued at -, as of undefined.

Brown & Brown Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
TRIDAN CORP3.18%1,000,000--Jan 31, 2024
TRIDAN CORP1.59%500,000--Jan 31, 2024
FENIMORE ASSET MANAGEMENT TRUST1.16%1,441,492--Dec 31, 2023
Kelly Strategic ETF Trust1.02%27,60111,03766.63%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
PIONEER MID CAP VALUE FUND0.95%167,687--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.77%400,000--Mar 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.54%2,123,754--Mar 28, 2024
Mairs & Power Funds Trust0.45%1,800,000--Mar 31, 2022
ETF Managers Trust0.45%3,453,000--Dec 31, 2023
NICHOLAS Ltd EDITION, INC.0.44%146,880--Dec 31, 2023
EATON VANCE GROWTH TRUST0.42%4,624,509-356,790-7.16%Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.40%171,484--Jan 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.36%241,796--Apr 30, 2022
MORGAN STANLEY VARIABLE INVESTMENT SERIES0.34%175,000--Jun 30, 2023
PROSPECTOR FUNDS, INC.0.33%95,860-1,610-1.65%Mar 31, 2024
Siren ETF Trust0.32%11,7065464.89%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.30%158,509--Mar 31, 2024
Nuveen Core Equity Alpha Fund0.27%19,280--Mar 31, 2024
Viking Mutual Funds0.27%610,000--Jan 31, 2024
Viking Mutual Funds0.26%605,000--Jan 31, 2024
OSI ETF Trust0.26%45,812--Mar 31, 2022
PIONEER SERIES TRUST X0.26%14,499,000--Mar 28, 2024
Viking Mutual Funds0.25%575,000--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST III0.25%3,000,000--Jan 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.0.23%29,00029,000-Dec 31, 2023
GENERAL ELECTRIC RSP U.S. EQUITY FUND0.23%115,079--Mar 31, 2021
Viking Mutual Funds0.22%500,000--Jan 31, 2024
PIONEER BOND FUND /DE/0.21%12,416,000--Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV0.19%43,097,000--Jan 31, 2024
SIT MUTUAL FUNDS INC0.18%68,000--Mar 28, 2024
SCHRODER GLOBAL SERIES TRUST0.17%338-6,653-95.17%Jan 31, 2021
FIRST TRUST VARIABLE INSURANCE TRUST0.14%700,000--Mar 28, 2024
ALPS Series Trust0.13%1,165,000--Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.13%305,739--Mar 31, 2024
JANUS ASPEN SERIES0.13%5,658,000--Dec 31, 2023
SPARROW FUNDS0.12%420420-Feb 29, 2024
MFS SERIES TRUST V0.12%7,012,000--Mar 31, 2024
MADISON FUNDS0.11%651,405119,65922.50%Jan 31, 2024
Fidelity Commonwealth Trust II0.11%715,343373,506109.26%Aug 31, 2023
VIRTUS EQUITY TRUST0.10%849,69467,9878.70%Mar 28, 2024
SCHWARTZ INVESTMENT TRUST0.09%519,150--Mar 31, 2024
FIRST INVESTORS EQUITY FUNDS0.09%459,600459,600-Sep 30, 2019
Voya Global Advantage & Premium Opportunity Fund0.08%5,209-163-3.03%Feb 29, 2024
Guggenheim Enhanced Equity Income Fund0.08%14,63814,638-Sep 30, 2021
Mutual of America Variable Insurance Portfolios, Inc.0.08%60,000--Sep 30, 2023
SIT MUTUAL FUNDS II INC0.08%600,000--Mar 28, 2024
Gateway Trust0.08%161,064--Mar 31, 2024
JANUS ASPEN SERIES0.08%3,396,000--Dec 31, 2023
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.08%15,761-507-3.12%Feb 29, 2024
Natixis ETF Trust0.07%15,000--Mar 31, 2024
SPDR S&P 500 ETF TRUST0.07%2,868,997-61,180-2.09%Mar 31, 2024
Index Funds0.07%612-12-1.92%Mar 31, 2024
JANUS INVESTMENT FUND0.07%22,104,000--Dec 31, 2023
MFS SERIES TRUST IX0.07%15,616,000--Jan 31, 2024
MFS VARIABLE INSURANCE TRUST0.07%2,124,000--Mar 31, 2024
AMERICAN FUNDS FUNDAMENTAL INVESTORS0.07%1,400,000468,75250.34%Mar 31, 2024
Vanguard Montgomery Funds0.07%15,608--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.06%2,574,000--Mar 31, 2024
Collaborative Investment Series Trust0.06%9,838--Mar 31, 2024
VALUED ADVISERS TRUST0.06%56,532--Feb 29, 2024
MASSMUTUAL PREMIER FUNDS0.06%1,626,000--Dec 31, 2023
PROFESSIONALLY MANAGED PORTFOLIOS0.06%325,000244,355303.00%Jan 31, 2024
Columbia Funds Variable Series Trust II0.06%1,835,000--Mar 31, 2024
Engine No. 1 ETF Trust0.06%3,360-117-3.36%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.06%1,694,479-21,509-1.25%Mar 31, 2024
JANUS ASPEN SERIES0.05%2,328,000--Dec 31, 2023
VANGUARD INDEX FUNDS0.05%22,569,663187,8400.84%Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.05%239,721--Jan 31, 2024
DEUTSCHE DWS INSTITUTIONAL FUNDS0.05%15,563--Mar 31, 2024
MFS SERIES TRUST VIII0.05%2,157,000--Jan 31, 2024
MORGAN STANLEY VARIABLE INVESTMENT SERIES0.05%25,000--Jun 30, 2023
MASTER ADVANTAGE SMID CAP LLC0.05%5,878--Dec 31, 2020
ULTRA SERIES FUND0.05%85,603-2,333-2.65%Mar 31, 2024
JANUS INVESTMENT FUND0.05%14,466,000--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.05%1,320,000--Dec 31, 2023
PERMANENT PORTFOLIO FAMILY OF FUNDS0.04%500,000--Jan 31, 2024
SELECT SECTOR SPDR TRUST0.04%1,564,01919,8721.29%Mar 31, 2024
NEIMAN FUNDS0.04%6,550--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.04%65,710-5-0.01%Mar 31, 2024
BAIRD FUNDS INC0.04%44,412,000--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.03%7,888,000-1,000,000-11.25%Jan 31, 2024
T. Rowe Price Short-Term Bond Fund, Inc.0.03%2,850,000--Feb 29, 2024
Starboard Investment Trust0.03%18,300--Feb 29, 2024
SCHWAB ANNUITY PORTFOLIOS0.03%11,6654083.62%Mar 31, 2024
Humankind Benefit Corp0.03%662-19-2.79%Dec 31, 2023
SUNAMERICA SERIES, INC.0.03%44,85644,856-Apr 30, 2021
JANUS INVESTMENT FUND0.03%8,629,000--Dec 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust0.03%6,195,00080,0001.31%Feb 29, 2024
MASTER LARGE CAP SERIES LLC0.03%24,869--Mar 31, 2022
TIAA SEPARATE ACCOUNT VA 10.03%5,910--Mar 31, 2024
Core Bond Portfolio0.03%198,000--Mar 31, 2024
CALVERT VARIABLE SERIES INC0.03%50,000--Mar 31, 2024
JANUS ASPEN SERIES0.03%1,107,000--Dec 31, 2023
VANGUARD SPECIALIZED FUNDS0.02%1,354,4326,7120.50%Jan 31, 2024
CALVERT SOCIAL INVESTMENT FUND0.02%1,101,000--Mar 31, 2024
Northern Lights Variable Trust0.02%23,675--Mar 31, 2024
Series Portfolios Trust0.02%150,000--Jan 31, 2024
BNY MELLON STOCK INDEX FUND, INC.0.02%16,479--Mar 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.02%9,016-349-3.73%Mar 31, 2024

Brown & Brown's largest mutual fund holder by % of total assets is "TRIDAN CORP", owning 1.00M shares, compromising 3.18% of its total assets.

Brown & Brown Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 247232.84%
31 Mar, 247034.15%
31 Dec, 236758.70%
30 Sep, 236213.67%
30 Jun, 235995.46%
31 Mar, 23568-0.35%
31 Dec, 225701.97%
30 Sep, 22559-2.44%
30 Jun, 22573-1.88%
31 Mar, 225846.57%
31 Dec, 215486.61%
30 Sep, 2151411.02%
30 Jun, 214631.98%
31 Mar, 21454-0.22%
31 Dec, 204555.57%
30 Sep, 204312.86%
30 Jun, 204195.81%
31 Mar, 203966.74%
31 Dec, 19371-1.59%
30 Sep, 1937713.90%
30 Jun, 193313.76%
31 Mar, 193191.92%
31 Dec, 18313-2.80%
30 Sep, 183224.55%
30 Jun, 18308-4.05%
31 Mar, 1832110.69%
31 Dec, 172907.81%
30 Sep, 172691.13%
30 Jun, 172661.53%
31 Mar, 17262-3.68%
31 Dec, 162725.84%
30 Sep, 162578.90%
30 Jun, 16236-0.84%
31 Mar, 162383.48%
31 Dec, 152304.55%
30 Sep, 15220-2.22%
30 Jun, 15225-1.32%
31 Mar, 15228-5.39%
31 Dec, 142413.88%
30 Sep, 142320.43%
30 Jun, 14231-1.28%
31 Mar, 14234-9.65%
31 Dec, 132593.60%
30 Sep, 132505.93%
30 Jun, 13236122.64%
31 Mar, 131061.92%
31 Dec, 121045.05%
30 Sep, 1299-4.81%
30 Jun, 12104-0.95%
31 Mar, 121055.00%
31 Dec, 11100-
30 Sep, 111003.09%
30 Jun, 119714.12%
31 Mar, 118511.84%
31 Dec, 10768.57%
30 Sep, 1070-10.26%
30 Jun, 107825.81%
31 Mar, 1062-6.06%
31 Dec, 09664.76%
30 Sep, 0963-14.86%
30 Jun, 09747.25%
31 Mar, 0969-2.82%
31 Dec, 08712.90%
30 Sep, 086915.00%
30 Jun, 0860-
31 Mar, 0860-1.64%
31 Dec, 07617.02%
30 Sep, 0757-9.52%
30 Jun, 07633.28%
31 Mar, 0761-11.59%
31 Dec, 066916.95%
30 Sep, 0659-
30 Jun, 0659-1.67%
31 Mar, 066015.38%
31 Dec, 05528.33%
30 Sep, 05486.67%
30 Jun, 0545-
31 Mar, 054518.42%
31 Dec, 0438-
30 Sep, 043811.76%
30 Jun, 0434-10.53%
31 Mar, 0438-9.52%
31 Dec, 034216.67%
30 Sep, 0336-7.69%
30 Jun, 0339-9.30%
31 Mar, 03437.50%
31 Dec, 024029.03%
30 Sep, 0231-3.13%
30 Jun, 023223.08%
31 Mar, 022662.50%
31 Dec, 01166.67%
30 Sep, 01157.14%
30 Jun, 0114-
31 Mar, 011440.00%
31 Dec, 0010-9.09%
30 Sep, 001122.22%
30 Jun, 00912.50%
31 Mar, 00833.33%
31 Dec, 996-
30 Sep, 996-40.00%
30 Jun, 9910900.00%
31 Mar, 991-

As of 30 Jun 24, 723 institutions are holding Brown & Brown's shares, representing an increase of 2.84% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24205,279,4642.18%
31 Mar, 24200,893,516-1.04%
31 Dec, 23203,010,5162.23%
30 Sep, 23198,574,672-1.96%
30 Jun, 23202,537,4950.33%
31 Mar, 23201,871,4330.47%
31 Dec, 22200,927,8380.68%
30 Sep, 22199,567,260-1.08%
30 Jun, 22201,745,685-1.30%
31 Mar, 22204,408,745-0.39%
31 Dec, 21205,214,8360.54%
30 Sep, 21204,114,5891.67%
30 Jun, 21200,765,5090.88%
31 Mar, 21199,012,5440.03%
31 Dec, 20198,954,5640.30%
30 Sep, 20198,354,031-2.50%
30 Jun, 20203,432,364-0.23%
31 Mar, 20203,902,2790.12%
31 Dec, 19203,666,6081.99%
30 Sep, 19199,700,7990.08%
30 Jun, 19199,535,435-1.33%
31 Mar, 19202,229,6770.06%
31 Dec, 18202,116,6210.26%
30 Sep, 18201,598,751-0.05%
30 Jun, 18201,702,7432.24%
31 Mar, 18197,291,21998.00%
31 Dec, 1799,643,253-1.36%
30 Sep, 17101,012,706-0.64%
30 Jun, 17101,658,4830.33%
31 Mar, 17101,324,279-0.90%
31 Dec, 16102,247,563-0.33%
30 Sep, 16102,585,111-0.36%
30 Jun, 16102,960,211-0.75%
31 Mar, 16103,734,6863.94%
31 Dec, 1599,800,053-9.08%
30 Sep, 15109,771,6208.51%
30 Jun, 15101,161,719-2.05%
31 Mar, 15103,277,5091.24%
31 Dec, 14102,016,024-0.26%
30 Sep, 14102,280,1833.14%
30 Jun, 1499,162,928-4.29%
31 Mar, 14103,610,5983.10%
31 Dec, 13100,490,542-4.13%
30 Sep, 13104,821,8035.17%
30 Jun, 1399,672,959124.27%
31 Mar, 1344,443,7602.85%
31 Dec, 1243,211,5094.03%
30 Sep, 1241,538,200-8.74%
30 Jun, 1245,514,444-1.94%
31 Mar, 1246,412,847-4.81%
31 Dec, 1148,755,966-12.73%
30 Sep, 1155,866,033-5.75%
30 Jun, 1159,275,68725.38%
31 Mar, 1147,275,5691.21%
31 Dec, 1046,711,33610.64%
30 Sep, 1042,218,74912.58%
30 Jun, 1037,501,5631.96%
31 Mar, 1036,780,9545.31%
31 Dec, 0934,925,6775.45%
30 Sep, 0933,121,366-16.18%
30 Jun, 0939,515,67315.37%
31 Mar, 0934,249,869-9.03%
31 Dec, 0837,648,80321.41%
30 Sep, 0831,010,08315.13%
30 Jun, 0826,934,530-10.99%
31 Mar, 0830,259,509-7.98%
31 Dec, 0732,884,6812.12%
30 Sep, 0732,202,384-6.36%
30 Jun, 0734,389,0775.72%
31 Mar, 0732,528,297-3.09%
31 Dec, 0633,566,555-1.99%
30 Sep, 0634,248,98917.38%
30 Jun, 0629,176,681-3.92%
31 Mar, 0630,367,2892.59%
31 Dec, 0529,600,50169.99%
30 Sep, 0517,413,21718.50%
30 Jun, 0514,695,029-8.53%
31 Mar, 0516,065,4634.33%
31 Dec, 0415,399,2694.11%
30 Sep, 0414,791,854-19.06%
30 Jun, 0418,275,132-3.59%
31 Mar, 0418,955,412-4.15%
31 Dec, 0319,776,90974.78%
30 Sep, 0311,315,164-15.06%
30 Jun, 0313,322,088-19.13%
31 Mar, 0316,474,0627.31%
31 Dec, 0215,351,96237.98%
30 Sep, 0211,126,398-17.66%
30 Jun, 0213,512,172-17.60%
31 Mar, 0216,398,42353.64%
31 Dec, 0110,673,12068.61%
30 Sep, 016,330,1552.61%
30 Jun, 016,169,43416.88%
31 Mar, 015,278,64612.54%
31 Dec, 004,690,500-4.51%
30 Sep, 004,911,94884.10%
30 Jun, 002,668,02315.11%
31 Mar, 002,317,861401.25%
31 Dec, 99462,417-79.79%
30 Sep, 992,288,540-2.28%
30 Jun, 992,341,953317.88%
31 Mar, 99560,437-

Brown & Brown (BRO) has 205.28M shares outstanding as of 30 Jun 24, up 2.18% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2473.05%1.43%
31 Mar, 2471.49%1.36%
31 Dec, 2372.61%1.44%
30 Sep, 2370.94%1.35%
30 Jun, 2372.49%1.38%
31 Mar, 2372.46%1.38%
31 Dec, 2272.41%1.40%
30 Sep, 2271.84%1.36%
30 Jun, 2272.78%1.34%
31 Mar, 2273.77%1.34%
31 Dec, 2174.20%1.36%
30 Sep, 2173.90%1.39%
30 Jun, 2172.82%1.40%
31 Mar, 2172.21%1.37%
31 Dec, 2072.52%1.40%
30 Sep, 2071.99%1.30%
30 Jun, 2074.49%1.33%
31 Mar, 2074.75%1.34%
31 Dec, 1974.75%1.40%
30 Sep, 1973.16%1.37%
30 Jun, 1973.21%1.33%
31 Mar, 1974.16%1.33%
31 Dec, 1874.58%1.35%
30 Sep, 1874.39%1.33%
30 Jun, 1874.68%1.40%
31 Mar, 1873.02%5.46%
31 Dec, 1736.56%2.66%
30 Sep, 1737.04%2.68%
30 Jun, 1737.19%2.71%
31 Mar, 1737.05%2.64%
31 Dec, 1637.44%2.65%
30 Sep, 1637.59%2.62%
30 Jun, 1637.86%2.59%
31 Mar, 1638.26%2.92%
31 Dec, 1536.21%2.28%
30 Sep, 1539.86%2.95%
30 Jun, 1536.78%2.68%
31 Mar, 1537.05%2.83%
31 Dec, 1436.19%2.75%
30 Sep, 1436.29%2.95%
30 Jun, 1435.10%2.62%
31 Mar, 1436.58%2.90%
31 Dec, 1335.55%2.58%
30 Sep, 1337.13%2.97%
30 Jun, 1335.39%14.21%
31 Mar, 1315.78%6.60%
31 Dec, 1215.47%6.97%
30 Sep, 1214.89%5.56%
30 Jun, 1216.36%5.87%
31 Mar, 1216.70%5.40%
31 Dec, 1117.59%4.34%
30 Sep, 1120.14%4.39%
30 Jun, 1121.42%7.34%
31 Mar, 1117.09%5.96%
31 Dec, 1016.93%7.25%
30 Sep, 1015.29%8.24%
30 Jun, 1013.62%7.63%
31 Mar, 1013.36%8.25%
31 Dec, 0912.73%8.75%
30 Sep, 0912.06%6.19%
30 Jun, 0913.96%8.93%
31 Mar, 0912.51%7.02%
31 Dec, 0813.35%11.05%
30 Sep, 0810.99%12.00%
30 Jun, 089.57%8.28%
31 Mar, 0810.75%7.31%
31 Dec, 0712.13%9.25%
30 Sep, 0711.45%7.63%
30 Jun, 0712.25%9.10%
31 Mar, 0711.60%8.03%
31 Dec, 0612.02%8.00%
30 Sep, 0612.26%11.21%
30 Jun, 0610.46%8.81%
31 Mar, 0610.89%9.55%
31 Dec, 0510.68%27.02%
30 Sep, 056.29%22.28%
30 Jun, 055.31%15.75%
31 Mar, 055.81%18.60%
31 Dec, 045.59%19.46%
30 Sep, 045.36%12.15%
30 Jun, 046.64%13.95%
31 Mar, 046.90%13.18%
31 Dec, 037.24%42.47%
30 Sep, 034.13%17.34%
30 Jun, 034.88%13.37%
31 Mar, 036.04%18.57%
31 Dec, 025.70%34.36%
30 Sep, 024.07%16.67%
30 Jun, 024.94%12.16%
31 Mar, 026.38%35.05%
31 Dec, 014.26%66.66%
30 Sep, 012.53%34.95%
30 Jun, 012.69%50.77%
31 Mar, 012.30%55.02%
31 Dec, 002.05%44.58%
30 Sep, 002.14%145.35%
30 Jun, 001.21%109.15%
31 Mar, 001.05%2382.37%
31 Dec, 990.21%19.03%
30 Sep, 991.05%89.15%
30 Jun, 991.09%1676.82%
31 Mar, 990.25%-

As of 30 Jun 24, Brown & Brown is held by 73.05% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243783.56%
31 Mar, 243656.73%
31 Dec, 2334222.14%
30 Sep, 23280-7.89%
30 Jun, 233043.40%
31 Mar, 23294-2.97%
31 Dec, 2230319.29%
30 Sep, 22254-16.99%
30 Jun, 223062.34%
31 Mar, 222997.55%
31 Dec, 212789.02%
30 Sep, 2125527.50%
30 Jun, 21200-8.26%
31 Mar, 21218-7.63%
31 Dec, 2023624.21%
30 Sep, 20190-8.21%
30 Jun, 202076.15%
31 Mar, 20195-2.01%
31 Dec, 191999.34%
30 Sep, 191828.33%
30 Jun, 1916819.15%
31 Mar, 19141-10.76%
31 Dec, 18158-7.06%
30 Sep, 1817011.11%
30 Jun, 18153-47.42%
31 Mar, 18291118.80%
31 Dec, 171332.31%
30 Sep, 17130-4.41%
30 Jun, 17136-1.45%
31 Mar, 17138-1.43%
31 Dec, 161402.94%
30 Sep, 161363.03%
30 Jun, 161325.60%
31 Mar, 1612512.61%
31 Dec, 1511113.27%
30 Sep, 1598-1.01%
30 Jun, 1599-22.05%
31 Mar, 1512712.39%
31 Dec, 141135.61%
30 Sep, 14107-0.93%
30 Jun, 14108-6.09%
31 Mar, 14115-10.16%
31 Dec, 13128-14.09%
30 Sep, 13149-13.87%
30 Jun, 13173220.37%
31 Mar, 1354-11.48%
31 Dec, 126115.09%
30 Sep, 12538.16%
30 Jun, 1249-14.04%
31 Mar, 12575.56%
31 Dec, 1154-10.00%
30 Sep, 116020.00%
30 Jun, 115013.64%
31 Mar, 114410.00%
31 Dec, 104021.21%
30 Sep, 1033-17.50%
30 Jun, 104042.86%
31 Mar, 1028-9.68%
31 Dec, 0931-
30 Sep, 0931-27.91%
30 Jun, 094310.26%
31 Mar, 0939-7.14%
31 Dec, 084220.00%
30 Sep, 0835-
30 Jun, 083512.90%
31 Mar, 0831-22.50%
31 Dec, 074033.33%
30 Sep, 0730-9.09%
30 Jun, 073310.00%
31 Mar, 0730-26.83%
31 Dec, 064132.26%
30 Sep, 06316.90%
30 Jun, 0629-9.38%
31 Mar, 0632-31.91%
31 Dec, 054795.83%
30 Sep, 0524-11.11%
30 Jun, 05278.00%
31 Mar, 052525.00%
31 Dec, 04205.26%
30 Sep, 041926.67%
30 Jun, 0415-16.67%
31 Mar, 0418-14.29%
31 Dec, 032123.53%
30 Sep, 0317-15.00%
30 Jun, 0320-25.93%
31 Mar, 0327-
31 Dec, 02278.00%
30 Sep, 022513.64%
30 Jun, 0222-12.00%
31 Mar, 022566.67%
31 Dec, 011566.67%
30 Sep, 019-18.18%
30 Jun, 011110.00%
31 Mar, 0110100.00%
31 Dec, 005-50.00%
30 Sep, 001042.86%
30 Jun, 007-
31 Mar, 007250.00%
31 Dec, 992-33.33%
30 Sep, 993-70.00%
30 Jun, 9910900.00%
31 Mar, 991-

378 institutional shareholders have increased their position in BRO stock as of 30 Jun 24 compared to 365 in the previous quarter (a 3.56% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242251.81%
31 Mar, 24221-1.78%
31 Dec, 232253.69%
30 Sep, 2321713.02%
30 Jun, 231929.71%
31 Mar, 23175-8.85%
31 Dec, 22192-12.73%
30 Sep, 2222022.91%
30 Jun, 22179-7.73%
31 Mar, 2219410.23%
31 Dec, 2117610.69%
30 Sep, 21159-10.17%
30 Jun, 2117712.74%
31 Mar, 211577.53%
31 Dec, 20146-7.01%
30 Sep, 201576.80%
30 Jun, 201476.52%
31 Mar, 2013820.00%
31 Dec, 19115-10.16%
30 Sep, 1912823.08%
30 Jun, 19104-10.34%
31 Mar, 1911616.00%
31 Dec, 181006.38%
30 Sep, 1894-5.05%
30 Jun, 1899350.00%
31 Mar, 1822-79.44%
31 Dec, 1710712.63%
30 Sep, 17955.56%
30 Jun, 17908.43%
31 Mar, 1783-1.19%
31 Dec, 1684-1.18%
30 Sep, 168525.00%
30 Jun, 1668-17.07%
31 Mar, 16825.13%
31 Dec, 1578-3.70%
30 Sep, 1581-8.99%
30 Jun, 158932.84%
31 Mar, 1567-28.72%
31 Dec, 14948.05%
30 Sep, 1487-
30 Jun, 1487-2.25%
31 Mar, 1489-11.00%
31 Dec, 1310036.99%
30 Sep, 137373.81%
30 Jun, 134216.67%
31 Mar, 133620.00%
31 Dec, 123015.38%
30 Sep, 1226-27.78%
30 Jun, 123616.13%
31 Mar, 123110.71%
31 Dec, 112812.00%
30 Sep, 1125-13.79%
30 Jun, 112920.83%
31 Mar, 1124-
31 Dec, 1024-4.00%
30 Sep, 1025-13.79%
30 Jun, 102945.00%
31 Mar, 1020-16.67%
31 Dec, 09249.09%
30 Sep, 0922-
30 Jun, 0922-
31 Mar, 092210.00%
31 Dec, 0820-23.08%
30 Sep, 082618.18%
30 Jun, 0822-12.00%
31 Mar, 082578.57%
31 Dec, 0714-39.13%
30 Sep, 072315.00%
30 Jun, 0720-9.09%
31 Mar, 072229.41%
31 Dec, 0617-5.56%
30 Sep, 0618-10.00%
30 Jun, 062011.11%
31 Mar, 0618800.00%
31 Dec, 052-88.24%
30 Sep, 051754.55%
30 Jun, 0511-21.43%
31 Mar, 051416.67%
31 Dec, 0412-20.00%
30 Sep, 041515.38%
30 Jun, 0413-13.33%
31 Mar, 0415-11.76%
31 Dec, 03176.25%
30 Sep, 031633.33%
30 Jun, 0312-7.69%
31 Mar, 031318.18%
31 Dec, 0211266.67%
30 Sep, 023-50.00%
30 Jun, 026500.00%
31 Mar, 021-
31 Dec, 01--100.00%
30 Sep, 013-
30 Jun, 013-25.00%
31 Mar, 014-
31 Dec, 004300.00%
30 Sep, 001-50.00%
30 Jun, 002-
31 Mar, 00--100.00%
31 Dec, 992100.00%
30 Sep, 991-
30 Jun, 99--
31 Mar, 99--

225 institutional shareholders have reduced their position in BRO stock as of 30 Jun 24 compared to 221 in the previous quarter (a 1.81% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 247232.84%205,279,4642.18%73.05%1.43%3783.56%2251.81%
31 Mar, 247034.15%200,893,516-1.04%71.49%1.36%3656.73%221-1.78%
31 Dec, 236758.70%203,010,5162.23%72.61%1.44%34222.14%2253.69%
30 Sep, 236213.67%198,574,672-1.96%70.94%1.35%280-7.89%21713.02%
30 Jun, 235995.46%202,537,4950.33%72.49%1.38%3043.40%1929.71%
31 Mar, 23568-0.35%201,871,4330.47%72.46%1.38%294-2.97%175-8.85%
31 Dec, 225701.97%200,927,8380.68%72.41%1.40%30319.29%192-12.73%
30 Sep, 22559-2.44%199,567,260-1.08%71.84%1.36%254-16.99%22022.91%
30 Jun, 22573-1.88%201,745,685-1.30%72.78%1.34%3062.34%179-7.73%
31 Mar, 225846.57%204,408,745-0.39%73.77%1.34%2997.55%19410.23%
31 Dec, 215486.61%205,214,8360.54%74.20%1.36%2789.02%17610.69%
30 Sep, 2151411.02%204,114,5891.67%73.90%1.39%25527.50%159-10.17%
30 Jun, 214631.98%200,765,5090.88%72.82%1.40%200-8.26%17712.74%
31 Mar, 21454-0.22%199,012,5440.03%72.21%1.37%218-7.63%1577.53%
31 Dec, 204555.57%198,954,5640.30%72.52%1.40%23624.21%146-7.01%
30 Sep, 204312.86%198,354,031-2.50%71.99%1.30%190-8.21%1576.80%
30 Jun, 204195.81%203,432,364-0.23%74.49%1.33%2076.15%1476.52%
31 Mar, 203966.74%203,902,2790.12%74.75%1.34%195-2.01%13820.00%
31 Dec, 19371-1.59%203,666,6081.99%74.75%1.40%1999.34%115-10.16%
30 Sep, 1937713.90%199,700,7990.08%73.16%1.37%1828.33%12823.08%
30 Jun, 193313.76%199,535,435-1.33%73.21%1.33%16819.15%104-10.34%
31 Mar, 193191.92%202,229,6770.06%74.16%1.33%141-10.76%11616.00%
31 Dec, 18313-2.80%202,116,6210.26%74.58%1.35%158-7.06%1006.38%
30 Sep, 183224.55%201,598,751-0.05%74.39%1.33%17011.11%94-5.05%
30 Jun, 18308-4.05%201,702,7432.24%74.68%1.40%153-47.42%99350.00%
31 Mar, 1832110.69%197,291,21998.00%73.02%5.46%291118.80%22-79.44%
31 Dec, 172907.81%99,643,253-1.36%36.56%2.66%1332.31%10712.63%
30 Sep, 172691.13%101,012,706-0.64%37.04%2.68%130-4.41%955.56%
30 Jun, 172661.53%101,658,4830.33%37.19%2.71%136-1.45%908.43%
31 Mar, 17262-3.68%101,324,279-0.90%37.05%2.64%138-1.43%83-1.19%
31 Dec, 162725.84%102,247,563-0.33%37.44%2.65%1402.94%84-1.18%
30 Sep, 162578.90%102,585,111-0.36%37.59%2.62%1363.03%8525.00%
30 Jun, 16236-0.84%102,960,211-0.75%37.86%2.59%1325.60%68-17.07%
31 Mar, 162383.48%103,734,6863.94%38.26%2.92%12512.61%825.13%
31 Dec, 152304.55%99,800,053-9.08%36.21%2.28%11113.27%78-3.70%
30 Sep, 15220-2.22%109,771,6208.51%39.86%2.95%98-1.01%81-8.99%
30 Jun, 15225-1.32%101,161,719-2.05%36.78%2.68%99-22.05%8932.84%
31 Mar, 15228-5.39%103,277,5091.24%37.05%2.83%12712.39%67-28.72%
31 Dec, 142413.88%102,016,024-0.26%36.19%2.75%1135.61%948.05%
30 Sep, 142320.43%102,280,1833.14%36.29%2.95%107-0.93%87-
30 Jun, 14231-1.28%99,162,928-4.29%35.10%2.62%108-6.09%87-2.25%
31 Mar, 14234-9.65%103,610,5983.10%36.58%2.90%115-10.16%89-11.00%
31 Dec, 132593.60%100,490,542-4.13%35.55%2.58%128-14.09%10036.99%
30 Sep, 132505.93%104,821,8035.17%37.13%2.97%149-13.87%7373.81%
30 Jun, 13236122.64%99,672,959124.27%35.39%14.21%173220.37%4216.67%
31 Mar, 131061.92%44,443,7602.85%15.78%6.60%54-11.48%3620.00%
31 Dec, 121045.05%43,211,5094.03%15.47%6.97%6115.09%3015.38%
30 Sep, 1299-4.81%41,538,200-8.74%14.89%5.56%538.16%26-27.78%
30 Jun, 12104-0.95%45,514,444-1.94%16.36%5.87%49-14.04%3616.13%
31 Mar, 121055.00%46,412,847-4.81%16.70%5.40%575.56%3110.71%
31 Dec, 11100-48,755,966-12.73%17.59%4.34%54-10.00%2812.00%
30 Sep, 111003.09%55,866,033-5.75%20.14%4.39%6020.00%25-13.79%
30 Jun, 119714.12%59,275,68725.38%21.42%7.34%5013.64%2920.83%
31 Mar, 118511.84%47,275,5691.21%17.09%5.96%4410.00%24-
31 Dec, 10768.57%46,711,33610.64%16.93%7.25%4021.21%24-4.00%
30 Sep, 1070-10.26%42,218,74912.58%15.29%8.24%33-17.50%25-13.79%
30 Jun, 107825.81%37,501,5631.96%13.62%7.63%4042.86%2945.00%
31 Mar, 1062-6.06%36,780,9545.31%13.36%8.25%28-9.68%20-16.67%
31 Dec, 09664.76%34,925,6775.45%12.73%8.75%31-249.09%
30 Sep, 0963-14.86%33,121,366-16.18%12.06%6.19%31-27.91%22-
30 Jun, 09747.25%39,515,67315.37%13.96%8.93%4310.26%22-
31 Mar, 0969-2.82%34,249,869-9.03%12.51%7.02%39-7.14%2210.00%
31 Dec, 08712.90%37,648,80321.41%13.35%11.05%4220.00%20-23.08%
30 Sep, 086915.00%31,010,08315.13%10.99%12.00%35-2618.18%
30 Jun, 0860-26,934,530-10.99%9.57%8.28%3512.90%22-12.00%
31 Mar, 0860-1.64%30,259,509-7.98%10.75%7.31%31-22.50%2578.57%
31 Dec, 07617.02%32,884,6812.12%12.13%9.25%4033.33%14-39.13%
30 Sep, 0757-9.52%32,202,384-6.36%11.45%7.63%30-9.09%2315.00%
30 Jun, 07633.28%34,389,0775.72%12.25%9.10%3310.00%20-9.09%
31 Mar, 0761-11.59%32,528,297-3.09%11.60%8.03%30-26.83%2229.41%
31 Dec, 066916.95%33,566,555-1.99%12.02%8.00%4132.26%17-5.56%
30 Sep, 0659-34,248,98917.38%12.26%11.21%316.90%18-10.00%
30 Jun, 0659-1.67%29,176,681-3.92%10.46%8.81%29-9.38%2011.11%
31 Mar, 066015.38%30,367,2892.59%10.89%9.55%32-31.91%18800.00%
31 Dec, 05528.33%29,600,50169.99%10.68%27.02%4795.83%2-88.24%
30 Sep, 05486.67%17,413,21718.50%6.29%22.28%24-11.11%1754.55%
30 Jun, 0545-14,695,029-8.53%5.31%15.75%278.00%11-21.43%
31 Mar, 054518.42%16,065,4634.33%5.81%18.60%2525.00%1416.67%
31 Dec, 0438-15,399,2694.11%5.59%19.46%205.26%12-20.00%
30 Sep, 043811.76%14,791,854-19.06%5.36%12.15%1926.67%1515.38%
30 Jun, 0434-10.53%18,275,132-3.59%6.64%13.95%15-16.67%13-13.33%
31 Mar, 0438-9.52%18,955,412-4.15%6.90%13.18%18-14.29%15-11.76%
31 Dec, 034216.67%19,776,90974.78%7.24%42.47%2123.53%176.25%
30 Sep, 0336-7.69%11,315,164-15.06%4.13%17.34%17-15.00%1633.33%
30 Jun, 0339-9.30%13,322,088-19.13%4.88%13.37%20-25.93%12-7.69%
31 Mar, 03437.50%16,474,0627.31%6.04%18.57%27-1318.18%
31 Dec, 024029.03%15,351,96237.98%5.70%34.36%278.00%11266.67%
30 Sep, 0231-3.13%11,126,398-17.66%4.07%16.67%2513.64%3-50.00%
30 Jun, 023223.08%13,512,172-17.60%4.94%12.16%22-12.00%6500.00%
31 Mar, 022662.50%16,398,42353.64%6.38%35.05%2566.67%1-
31 Dec, 01166.67%10,673,12068.61%4.26%66.66%1566.67%--100.00%
30 Sep, 01157.14%6,330,1552.61%2.53%34.95%9-18.18%3-
30 Jun, 0114-6,169,43416.88%2.69%50.77%1110.00%3-25.00%
31 Mar, 011440.00%5,278,64612.54%2.30%55.02%10100.00%4-
31 Dec, 0010-9.09%4,690,500-4.51%2.05%44.58%5-50.00%4300.00%
30 Sep, 001122.22%4,911,94884.10%2.14%145.35%1042.86%1-50.00%
30 Jun, 00912.50%2,668,02315.11%1.21%109.15%7-2-
31 Mar, 00833.33%2,317,861401.25%1.05%2382.37%7250.00%--100.00%
31 Dec, 996-462,417-79.79%0.21%19.03%2-33.33%2100.00%
30 Sep, 996-40.00%2,288,540-2.28%1.05%89.15%3-70.00%1-
30 Jun, 9910900.00%2,341,953317.88%1.09%1676.82%10900.00%--
31 Mar, 991-560,437-0.25%-1---

Brown & Brown Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Watts R. Andrewofficer EVP, CFO and TreasurerS-SaleSell2,500$100.32$250.80K88,445
Jun 07, 2024Turpin Julieofficer EVP/Chief People OfficerS-SaleSell3,350$89.92$301.23K23,597
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell44,323$85.91$3.81M37,560,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$85.90$4.29M37,510,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$86.05$4.30M37,460,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$85.04$4.25M37,410,605

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Watts R. Andrewofficer EVP, CFO and TreasurerS-SaleSell2,500$100.32$250.80K88,445
Jun 07, 2024Turpin Julieofficer EVP/Chief People OfficerS-SaleSell3,350$89.92$301.23K23,597
Apr 25, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanG-GiftSell950,000--36,418,928
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell44,323$85.91$3.81M37,560,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$85.90$4.29M37,510,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$86.05$4.30M37,460,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$85.04$4.25M37,410,605

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Watts R. Andrewofficer EVP, CFO and TreasurerS-SaleSell2,500$100.32$250.80K88,445
Jun 07, 2024Turpin Julieofficer EVP/Chief People OfficerS-SaleSell3,350$89.92$301.23K23,597
May 09, 2024Masojada Bronislaw Edmunddirector-A-AwardBuy1,407--1,407
May 08, 2024Hunt James Sdirector-A-AwardBuy1,407--23,407
May 08, 2024PROCTOR H PALMER JRdirector-A-AwardBuy1,407--44,353
May 08, 2024VARNER CHILTON Ddirector-A-AwardBuy1,407--57,904
May 08, 2024PATEL JAYMIN Bdirector-A-AwardBuy1,407--3,255
May 08, 2024Main Timothy R.M.director-A-AwardBuy1,407--32,321
May 08, 2024GELLERSTEDT LAWRENCE L IIIdirector-A-AwardBuy1,407--19,539
May 08, 2024Hoepner Theodore Jdirector-A-AwardBuy1,407--68,483
May 08, 2024Savio Kathleen A.director-A-AwardBuy1,407--1,407
May 08, 2024Reilly Wendelldirector-A-AwardBuy1,407--39,029
May 08, 2024KRUMP PAUL Jdirector-A-AwardBuy1,407--1,407
May 08, 2024JENNINGS TONIdirector-A-AwardBuy1,407--54,157
Apr 25, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanG-GiftSell950,000--36,418,928
Mar 21, 2024Walker Chris Lofficer EVP and Pres. Programs SegmentA-AwardBuy1,462--50,659
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell44,323$85.91$3.81M37,560,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$85.90$4.29M37,510,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$86.05$4.30M37,460,605
Mar 14, 2024BROWN HYATT Jdirector, 10 percent owner, officer ChairmanS-SaleSell50,000$85.04$4.25M37,410,605

The last insider sell of Brown & Brown's stock was made by Watts R. Andrew on Aug 09 2024, selling 2,500 shares at $100.32 per share (valued at $250.80K).

Brown & Brown Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024122600.00%
Q1 20241714121.43%
Q4 202331030.00%
Q3 2023-1-
Q2 2023113366.67%
Q1 20231912158.33%
Q4 202221216.67%
Q3 2022-1-
Q2 202216--
Q1 20222712225.00%
Q4 2021-10-
Q3 202111100.00%
Q2 202195180.00%
Q1 2021171894.44%
Q4 202033100.00%
Q3 2020-11-
Q2 20209--
Q1 20201411127.27%
Q4 20192366.67%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Brown & Brown's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-1-
Q1 2024-5-
Q4 2023-3-
Q3 2023---
Q2 20231250.00%
Q1 20232--
Q4 2022---
Q3 2022-1-
Q2 20227--
Q1 20222--
Q4 2021---
Q3 202111100.00%
Q2 2021-2-
Q1 20212--
Q4 2020---
Q3 2020-1-
Q2 2020---
Q1 2020-1-
Q4 2019-1-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Brown & Brown's stocks.

Brown & Brown Peer Ownership


TickerCompany
FANHFanhua Inc.
AONAon plc
BRPThe Baldwin Insurance Group, Inc.
WTWWillis Towers Watson Public Limited Company
CRVLCorVel Corporation
MMCMarsh & McLennan Companies, Inc.
ERIEErie Indemnity Company
AJGArthur J. Gallagher & Co.

BRO Ownership FAQ


Brown & Brown is owned by institutional shareholders (73.05%), insiders (16.36%), and public (10.59%). The largest institutional shareholder of Brown & Brown is VANGUARD GROUP INC (10.21% of total shares) and the top mutual fund owner is TRIDAN CORP (3.18% of total shares).

Brown & Brown's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., SELECT EQUITY GROUP, L.P., PRINCIPAL FINANCIAL GROUP INC, and STATE STREET CORP. The top five shareholders own together 29.24% of the company's share outstanding.

As of Jun 2024, there are 723 institutional shareholders of Brown & Brown.

VANGUARD GROUP INC owns 28.7M shares of Brown & Brown, representing 10.21% of the company's total shares outstanding, valued at $2.57B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 16.67M shares of Brown & Brown (BRO), compromising 5.93% of the company, valued at $1.49B.

SELECT EQUITY GROUP, L.P is the third largest holder of Brown & Brown. The company owns 13.13M of the company's shares outstanding (worth $1.17B).