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Brown & Brown Ownership | Who Owns Brown & Brown?

OverviewForecastRevenueFinancialsChartTranscripts

Brown & Brown Ownership Summary

Brown & Brown is owned by 73.42% institutional investors, 16.32% insiders, and 10.26% retail investors. Vanguard group is the largest institutional shareholder, holding 10.21% of BRO shares. Principal Aligned MidCap Equity is the top mutual fund, with 3.34% of its assets in Brown & Brown shares.

BRO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBrown & Brown73.42%16.32%10.26%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryInsurance Brokers Stocks45.19%12.83%41.98%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Principal Aligned MidCap Equity9.54M3.34%100.33K
Principal MidCap R59.54M3.34%-
Vanguard Total Stock Mkt Idx Inv7.20M2.52%-26.51K
Vanguard Institutional 500 Index Trust6.27M2.19%72.25K
Vanguard Mid Cap Index Institutional4.84M1.69%8.82K
Eaton Vance Atlanta Capital SMID-Cap I4.07M1.42%-195.38K
Allspring Special US Mid Cap Value Eq3.24M1.14%34.75K
Allspring Special Mid Cap Value Inst3.24M1.13%-
Fidelity 500 Index2.91M1.02%-6.23K
Vanguard Small Cap Index2.89M1.01%6.88K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 29, 2024BROWN HYATT J ChairmanSell$14.07M
Aug 08, 2024Watts R. Andrew EVP, CFO and TreasurerSell$250.80K
Jun 07, 2024Turpin Julie EVP/Chief People OfficerSell$301.23K
Mar 12, 2024BROWN HYATT J ChairmanSell$4.29M
Mar 12, 2024BROWN HYATT J ChairmanSell$3.81M

Insider Transactions Trends

DateBuySell
2024 Q3-2
2024 Q2-1
2024 Q1-5
2023 Q4-3
2023 Q3--

BRO Ownership FAQ

Who Owns Brown & Brown?

Brown & Brown shareholders are primarily institutional investors at 73.42%, followed by 16.32% insiders and 10.26% retail investors. The average institutional ownership in Brown & Brown's industry, Insurance Brokers Stocks, is 45.19%, which Brown & Brown exceeds.

Who owns the most shares of Brown & Brown?

Brown & Brown’s largest shareholders are Vanguard group (28.7M shares, 10.21%), Blackrock (16.67M shares, 5.93%), and Select equity group (13.13M shares, 4.67%). Together, they hold 20.82% of Brown & Brown’s total shares outstanding.

Does Blackrock own Brown & Brown?

Yes, BlackRock owns 5.93% of Brown & Brown, totaling 16.67M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.49B$. In the last quarter, BlackRock increased its holdings by 72.54K shares, a 0.44% change.

Who is Brown & Brown’s biggest shareholder by percentage of total assets invested?

Philosmith capital is Brown & Brown’s biggest shareholder by percentage of total assets invested, with 8.19% of its assets in 325.45K Brown & Brown shares, valued at 29.1M$.

Who is the top mutual fund holder of Brown & Brown shares?

Principal Aligned MidCap Equity is the top mutual fund holder of Brown & Brown shares, with 3.34% of its total shares outstanding invested in 9.54M Brown & Brown shares.

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