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 12.14% 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 | 32.01% | 15.84% | 52.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 37.63M | 12.14% | $3.00B |
| Blackrock funding, inc. /de | 21.77M | 7.02% | $1.74B |
| Blackrock | 16.67M | 5.93% | $1.49B |
| Capital world investors | 17.89M | 5.77% | $1.43B |
| Principal financial group | 15.36M | 4.96% | $1.22B |
| State street | 13.12M | 4.49% | $1.23B |
| Fmr | 11.95M | 4.09% | $1.12B |
| Geode capital management | 7.95M | 2.57% | $631.49M |
| Norges bank | 6.48M | 2.09% | $516.84M |
| Select equity group | 6.08M | 2.08% | $569.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Philosmith capital | 317.45K | 6.96% | $25.30M |
| Jackson hill advisors | 170.00K | 6.29% | $13.55M |
| Gobi capital | 1.10M | 4.99% | $102.81M |
| Incline global management | 165.82K | 4.61% | $15.55M |
| Triad investment management | 54.12K | 4.37% | $4.31B |
| Spring capital management | 101.63K | 4.10% | $8.10M |
| Burkehill global management, lp | 750.00K | 4.00% | $70.34M |
| Tandem investment advisors | 1.29M | 3.83% | $102.96M |
| Dundas partners llp | 666.80K | 3.74% | $53.14M |
| Fenimore asset management | 2.18M | 3.62% | $174.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.48M | 0.06% | 6.48M |
| Capital investors | 4.66M | 0.06% | 4.66M |
| Balyasny asset management | 4.46M | 0.74% | 4.45M |
| Fmr | 11.95M | 0.06% | 3.51M |
| 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 |
| Boston partners | 17.25K | 0.00% | -1.57M |
| Freestone grove partners lp | - | - | -1.14M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.48M | 0.06% | 6.48M | $516.84M |
| Capital investors | 4.66M | 0.06% | 4.66M | $371.65M |
| Van lanschot kempen investment management | 1.95M | 1.63% | 1.95M | $182.85M |
| Madison investment advisors | 1.94M | 2.23% | 1.94M | $198.03M |
| Cortland associates inc/mo | 289.44K | 2.91% | 289.44K | $23.07M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Hm payson | -2.00 |
| Goalvest advisory | -3.00 |
| Colonial trust advisors | -3.00 |
| Financial gravity asset management | -4.00 |
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 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
BRO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools