Brown & Brown Ownership | Who Owns Brown & Brown?
Brown & Brown Ownership Summary
Brown & Brown is owned by 88.32% institutional investors, 13.11% insiders. Vanguard group is the largest institutional shareholder, holding 12.14% of BRO shares. Principal Aligned MidCap Equity is the top mutual fund, with 3.35% of its assets in Brown & Brown shares.
BRO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brown & Brown | 88.32% | 13.11% | -1.43% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Insurance Brokers Stocks | 33.33% | 19.07% | 47.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 37.63M | 12.14% | $3.00B |
| Blackrock funding, inc. /de | 22.11M | 6.64% | $1.42B |
| Blackrock | 16.67M | 5.93% | $1.49B |
| Capital world investors | 16.49M | 4.95% | $1.08B |
| Fmr | 16.05M | 4.82% | $1.05B |
| Principal financial group | 15.72M | 4.72% | $1.01B |
| State street | 14.51M | 4.36% | $931.08M |
| First eagle investment management | 11.73M | 3.52% | $752.32M |
| Geode capital management | 8.14M | 2.44% | $528.78M |
| Select equity group | 8.02M | 2.41% | $523.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jackson hill advisors | 247.25K | 8.04% | $15.86M |
| Courant investment management | 116.40K | 7.25% | $7.47M |
| Philosmith capital | 376.25K | 6.56% | $24.14M |
| Gobi capital | 1.62M | 5.88% | $105.71M |
| Quantum capital management, llc / nj | 641.61K | 5.35% | $41.84M |
| Triad investment management | 64.61K | 4.57% | $4.14M |
| Burkehill global management, lp | 750.00K | 4.00% | $70.34M |
| Tandem investment advisors | 889.65K | 3.82% | $57.07M |
| Dundas partners llp | 659.99K | 3.43% | $43.04M |
| Van lanschot kempen investment management | 5.87M | 3.36% | $382.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.48M | 0.06% | 6.48M |
| Fmr | 16.05M | 0.06% | 5.51M |
| Capital research global investors | 3.89M | 0.04% | 3.89M |
| First eagle investment management | 11.73M | 1.26% | 2.90M |
| Madison investment advisors | 1.94M | 2.23% | 1.94M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 2.61M | 0.04% | -2.05M |
| Manufacturers life insurance company, the | 155.45K | 0.01% | -1.89M |
| Ghisallo capital management | 250.00K | 0.77% | -1.85M |
| Select equity group | 8.02M | 2.68% | -1.41M |
| Capital world investors | 16.49M | 0.15% | -1.39M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.48M | 0.06% | 6.48M | $516.84M |
| Capital research global investors | 3.89M | 0.04% | 3.89M | $253.78M |
| Madison investment advisors | 1.94M | 2.23% | 1.94M | $198.03M |
| Vanguard fiduciary trust | 1.65M | 0.03% | 1.65M | $107.40M |
| Vanguard global advisers | 640.19K | 0.02% | 640.19K | $41.75M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Murphy & mullick capital management | -1.00 |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | -1.00 |
| Hm payson | -2.00 |
| Colonial trust advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 800 | -9.71% | 273,805,338 | 0.71% | 88 | 1.32% | 402 | -4.29% | 291 | -17.56% |
| Dec 31, 2025 | 562 | -37.00% | 170,265,296 | -34.93% | 54 | 0.68% | 260 | -46.94% | 215 | -26.37% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Principal Aligned MidCap Equity | 11.36M | 3.35% | - |
| Principal MidCap R5 | 11.36M | 3.35% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 9.15M | 2.73% | -69.52K |
| Vanguard Total Stock Mkt Idx Inv | 9.15M | 2.70% | -69.52K |
| Vanguard US Total Market Shares ETF | 7.22M | 2.52% | 5.27K |
| First Eagle Global A | 8.14M | 2.40% | - |
| Vanguard Institutional 500 Index Trust | 6.75M | 2.35% | 47.79K |
| American Funds American Balanced A | 7.72M | 2.28% | - |
| Vanguard 500 Index Investor | 7.57M | 2.23% | -90.60K |
| Vanguard Morn Mid Cap Index Instl | 6.24M | 1.87% | -34.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 09, 2026 | JOHNSON JOIA M | - | Buy | $49.92K |
| May 05, 2026 | PROCTOR H PALMER JR | - | Buy | $114.20K |
| Aug 08, 2025 | KRUMP PAUL J | - | Buy | $249.88K |
| Aug 06, 2025 | Masojada Bronislaw Edmund | - | Buy | $91.44K |
| Nov 25, 2024 | BROWN HYATT J | Chairman | Sell | $43.47M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
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