Brown & Brown Ownership | Who Owns Brown & Brown?
Brown & Brown Ownership Summary
Brown & Brown is owned by 43.83% institutional investors, 13.04% insiders, and 43.13% retail investors. Vanguard group is the largest institutional shareholder, holding 12.78% of BRO shares. Principal MidCap R5 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 | 43.83% | 13.04% | 43.13% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Insurance Brokers Stocks | 35.48% | 14.86% | 49.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 37.33M | 12.78% | $3.50B |
| Blackrock funding, inc. /de | 20.97M | 7.18% | $1.97B |
| Capital world investors | 17.48M | 5.99% | $1.64B |
| Blackrock | 16.67M | 5.93% | $1.49B |
| Principal financial group | 15.42M | 5.28% | $1.45B |
| State street | 13.12M | 4.49% | $1.23B |
| Fmr | 11.95M | 4.09% | $1.12B |
| Geode capital management | 7.83M | 2.68% | $731.87M |
| Parnassus investments | 6.83M | 2.34% | $641.04M |
| Select equity group | 6.08M | 2.08% | $569.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Philosmith capital | 292.45K | 7.62% | $27.43M |
| Gobi capital | 1.10M | 4.99% | $102.81M |
| Spring capital management | 100.51K | 4.62% | $9.43M |
| Incline global management | 165.82K | 4.61% | $15.55M |
| Tandem investment advisors | 1.39M | 4.44% | $129.92M |
| Dundas partners llp | 633.54K | 4.20% | $59.42M |
| Fenimore asset management | 2.16M | 4.05% | $202.25M |
| Burkehill global management, lp | 750.00K | 4.00% | $70.34M |
| Vancity investment management | 289.86K | 3.62% | $27.19M |
| Summit wealth partners | 201.70K | 3.41% | $18.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 17.48M | 0.22% | 7.83M |
| Balyasny asset management | 4.46M | 0.74% | 4.45M |
| Fmr | 11.95M | 0.06% | 3.51M |
| Norges bank | 3.07M | 0.04% | 3.07M |
| Van lanschot kempen investment management | 1.95M | 1.63% | 1.95M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First eagle investment management | - | - | -1.92M |
| Ghisallo capital management | 250.00K | 0.77% | -1.85M |
| Invesco | 2.40M | 0.04% | -1.76M |
| Freestone grove partners lp | - | - | -1.14M |
| Handelsbanken fonder ab | 135.93K | 0.04% | -1.12M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.07M | 0.04% | 3.07M | $313.41M |
| Van lanschot kempen investment management | 1.95M | 1.63% | 1.95M | $182.85M |
| Madison investment advisors | 1.94M | 2.23% | 1.94M | $198.03M |
| Df dent | 285.46K | 0.35% | 285.46K | $26.77M |
| Susquehanna portfolio strategies | 281.53K | 0.42% | 281.53K | $26.40M |
Sold Out
| Holder | Change |
|---|---|
| Bartlett & co. wealth management | -1.00 |
| Mendota financial group | -1.00 |
| Hm payson | -2.00 |
| Colonial trust advisors | -3.00 |
| Goalvest advisory | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 549 | -40.78% | 127,976,307 | -51.82% | 43 | 0.53% | 295 | -41.35% | 175 | -41.28% |
| Jun 30, 2025 | 918 | 2.00% | 265,245,385 | 23.78% | 90 | 1.58% | 504 | 7.92% | 291 | -5.52% |
| Mar 31, 2025 | 888 | 3.26% | 214,215,155 | 0.84% | 75 | 1.34% | 461 | 1.10% | 305 | 15.97% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Principal MidCap R5 | 11.01M | 3.34% | 859.45K |
| Principal Aligned MidCap Equity | 10.18M | 3.09% | 570.50K |
| Vanguard Total Stock Mkt Idx Inv | 8.73M | 2.65% | -198.44K |
| Vanguard US Total Market Shares ETF | 7.22M | 2.52% | 5.27K |
| Vanguard Institutional 500 Index Trust | 6.75M | 2.35% | 47.79K |
| Vanguard 500 Index Investor | 6.94M | 2.10% | -1.02M |
| Vanguard Mid Cap Index Institutional | 6.18M | 1.87% | 66.59K |
| Parnassus Core Equity Investor | 5.00M | 1.51% | -99.46K |
| Fidelity Magellan | 4.36M | 1.32% | -43.37K |
| Fidelity 500 Index | 3.55M | 1.08% | 1.53K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | KRUMP PAUL J | - | Buy | $249.88K |
| Aug 06, 2025 | Masojada Bronislaw Edmund | - | Buy | $91.44K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 2 |
BRO Ownership FAQ
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