Brown & Brown Ownership | Who Owns Brown & Brown?
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 MidCap R5 is the top mutual fund, with 3.36% 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 | 86.48% | 14.02% | -0.50% |
Industry | Insurance Brokers Stocks | 42.19% | 14.60% | 43.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 28.70M | 10.21% | $2.57B |
Blackrock funding, inc. /de | 18.67M | 6.62% | $1.90B |
Blackrock | 16.67M | 5.93% | $1.49B |
Select equity group | 13.13M | 4.67% | $1.17B |
Principal financial group | 12.90M | 4.58% | $1.32B |
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 | 3.92M | 1.39% | $394.38M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Philosmith capital | 292.45K | 8.45% | $29.84M |
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 |
Select equity group | 13.13M | 4.62% | $1.17B |
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 |
Tandem investment advisors | 746.03K | 2.88% | $76.11M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 3.35M | 0.04% | 3.35M |
Madison investment advisors | 1.94M | 2.23% | 1.94M |
Barclays | 2.09M | 0.06% | 1.25M |
Proficio capital partners | 1.11M | 0.09% | 1.10M |
Royal london asset management | 2.07M | 0.47% | 1.06M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
First eagle investment management | 1.91M | 0.44% | -1.19M |
Clarkston capital partners | 1.59M | 2.71% | -1.03M |
Select equity group | 13.13M | 4.62% | -472.59K |
Citadel advisors | - | - | -457.42K |
Verition fund management | 4.80K | 0.00% | -342.43K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 3.35M | 0.04% | 3.35M | $299.11M |
Madison investment advisors | 1.94M | 2.23% | 1.94M | $198.03M |
Raymond james financial | 704.91K | 0.03% | 704.91K | $71.91M |
Port capital | 231.37K | 1.04% | 231.37K | $20.69M |
Zurich insurance group ltd/fi | 180.59K | 0.14% | 180.59K | $16.15M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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 MidCap R5 | 9.61M | 3.36% | 114.90K |
Principal Aligned MidCap Equity | 9.61M | 3.36% | 67.17K |
Vanguard Total Stock Mkt Idx Inv | 7.64M | 2.67% | 464.44K |
Vanguard Institutional 500 Index Trust | 6.43M | 2.25% | 61.79K |
Vanguard Mid Cap Index Institutional | 5.23M | 1.83% | 359.39K |
Eaton Vance Atlanta Capital SMID-Cap I | 4.01M | 1.40% | - |
Allspring Special Mid Cap Value Inst | 3.24M | 1.13% | - |
Allspring Mid Value SMA | 3.24M | 1.13% | 3.24M |
Allspring Special US Mid Cap Value Eq | 3.24M | 1.13% | - |
Fidelity 500 Index | 2.95M | 1.03% | 20.61K |
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
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