Brown & Brown Ownership | Who Owns Brown & Brown?

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Brown & Brown Ownership Summary

Brown & Brown is owned by 72.36% institutional investors, 16.31% insiders, and 11.32% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Brown & Brown	72.36%	16.31%	11.32%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Insurance Brokers Stocks	46.62%	13.67%	39.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	28.70M	10.21%	$2.57B
Blackrock	16.67M	5.93%	$1.49B
Select equity group	13.13M	4.67%	$1.17B
Principal financial group	12.80M	4.56%	$1.14B
State street	10.86M	3.87%	$971.24M
Morgan stanley	8.88M	3.16%	$794.27M
Geode capital management	5.99M	2.13%	$534.10M
Goldman sachs group	4.02M	1.43%	$359.29M
Allspring global investments	3.89M	1.38%	$347.56M
Manufacturers life insurance company, the	3.49M	1.24%	$311.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Philosmith capital	325.45K	8.19%	$29.10M
Spring capital management	100.01K	5.43%	$6.88M
Lountzis asset management	126.02K	5.27%	$11.27M
Fenimore asset management	2.41M	4.73%	$215.75M
Select equity group	13.13M	4.62%	$1.17B
Close asset management	1.33M	4.06%	$119.28M
Wilson asset management () pty	143.44K	3.36%	$12.83M
Covey capital advisors	32.39K	3.34%	$2.90M
Dundas partners llp	479.20K	3.32%	$42.85M
Prospector partners	283.56K	2.83%	$25.35M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.35M	0.04%	3.35M
Barclays	2.09M	0.06%	1.25M
Royal london asset management	2.07M	0.47%	1.06M
Manufacturers life insurance company, the	3.49M	0.29%	687.78K
Chilton investment	729.39K	1.84%	519.72K

Top Sellers

Holder	Shares	% Assets	Change
Clarkston capital partners	1.59M	2.71%	-1.03M
Allspring global investments	3.89M	0.57%	-685.30K
Allianz asset management gmbh	536.43K	0.07%	-551.43K
Select equity group	13.13M	4.62%	-472.59K
Citadel advisors	-	-	-457.42K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.35M	0.04%	3.35M	$299.11M
Port capital	231.37K	1.04%	231.37K	$20.69M
Zurich insurance group ltd/fi	180.59K	0.14%	180.59K	$16.15M
Wilson asset management () pty	143.44K	3.36%	143.44K	$12.83M
Pictet north america advisors sa	88.73K	0.86%	88.73K	$7.93M

Sold Out

Holder	Change
Colonial trust advisors	-3.00
Abich financial wealth management	-4.00
Financial gravity asset management	-4.00
Opal wealth advisors	-10.00
Visionpoint advisory group	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	624	3.65%	198,865,762	-1.96%	71	1.35%	281	-7.87%	219	13.47%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Principal Aligned MidCap Equity	9.54M	3.34%	100.33K
Principal MidCap R5	9.49M	3.32%	-47.73K
Vanguard Total Stock Mkt Idx Inv	7.20M	2.52%	-26.51K
Vanguard Institutional 500 Index Trust	6.27M	2.19%	72.25K
Vanguard Mid Cap Index Institutional	4.84M	1.69%	8.82K
Eaton Vance Atlanta Capital SMID-Cap I	4.07M	1.42%	-195.38K
Allspring Special US Mid Cap Value Eq	3.24M	1.14%	34.75K
Allspring Special Mid Cap Value Inst	3.24M	1.13%	-
SPDR® S&P 500® ETF Trust	2.91M	1.02%	-16.12K
Fidelity 500 Index	2.91M	1.02%	-6.23K

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

BRO Ownership FAQ

Who Owns Brown & Brown?

Brown & Brown shareholders are primarily institutional investors at 72.36%, followed by 16.31% insiders and 11.33% retail investors. The average institutional ownership in Brown & Brown's industry, Insurance Brokers Stocks, is 46.62%, 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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