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 MidCap R5 is the top mutual fund, with 3.36% of its assets in Brown & Brown shares.

BRO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBrown & Brown72.36%16.31%11.32%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryInsurance Brokers Stocks42.19%14.60%43.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group28.70M10.21%$2.57B
Blackrock funding, inc. /de18.67M6.62%$1.90B
Blackrock16.67M5.93%$1.49B
Select equity group13.13M4.67%$1.17B
Principal financial group12.90M4.58%$1.32B
State street10.86M3.87%$971.24M
Morgan stanley8.88M3.16%$794.27M
Geode capital management5.99M2.13%$534.10M
Goldman sachs group4.02M1.43%$359.29M
Allspring global investments3.92M1.39%$394.38M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Philosmith capital292.45K8.45%$29.84M
Spring capital management96.74K5.89%$9.87M
Lountzis asset management120.90K5.22%$12.33M
Fenimore asset management2.30M4.93%$234.49M
Select equity group13.13M4.62%$1.17B
Close asset management1.37M3.93%$139.49M
Wilson asset management () pty143.44K3.79%$14.63M
Dundas partners llp503.11K3.60%$51.33M
Covey capital advisors28.99K3.36%$2.96M
Tandem investment advisors746.03K2.88%$76.11M

Top Buyers

HolderShares% AssetsChange
Norges bank3.35M0.04%3.35M
Madison investment advisors1.94M2.23%1.94M
Barclays2.09M0.06%1.25M
Proficio capital partners1.11M0.09%1.10M
Royal london asset management2.07M0.47%1.06M

Top Sellers

HolderShares% AssetsChange
First eagle investment management1.91M0.44%-1.19M
Clarkston capital partners1.59M2.71%-1.03M
Select equity group13.13M4.62%-472.59K
Citadel advisors---457.42K
Verition fund management4.80K0.00%-342.43K

New Positions

HolderShares% AssetsChangeValue
Norges bank3.35M0.04%3.35M$299.11M
Madison investment advisors1.94M2.23%1.94M$198.03M
Raymond james financial704.91K0.03%704.91K$71.91M
Port capital231.37K1.04%231.37K$20.69M
Zurich insurance group ltd/fi180.59K0.14%180.59K$16.15M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20248006.67%204,064,860-1.41%721.33%4176.11%2569.87%
Jun 30, 20247394.53%206,300,1812.56%731.43%3886.30%2281.33%
Mar 31, 20247074.12%201,151,399-1.34%711.35%3656.73%225-0.88%
Dec 31, 20236798.81%203,884,6342.52%721.44%34221.71%2273.65%
Sep 30, 20236243.65%198,865,762-1.96%711.35%281-7.87%21913.47%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Principal MidCap R59.61M3.36%114.90K
Principal Aligned MidCap Equity9.61M3.36%67.17K
Vanguard Total Stock Mkt Idx Inv7.64M2.67%464.44K
Vanguard Institutional 500 Index Trust6.43M2.25%61.79K
Vanguard Mid Cap Index Institutional5.23M1.83%359.39K
Eaton Vance Atlanta Capital SMID-Cap I4.01M1.40%-
Allspring Special Mid Cap Value Inst3.24M1.13%-
Allspring Mid Value SMA3.24M1.13%3.24M
Allspring Special US Mid Cap Value Eq3.24M1.13%-
Fidelity 500 Index2.95M1.03%20.61K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 26, 2024BROWN HYATT J ChairmanSell$3.34M
Nov 25, 2024BROWN HYATT J ChairmanSell$43.47M
Aug 29, 2024BROWN HYATT J ChairmanSell$14.07M
Aug 08, 2024Watts R. Andrew EVP, CFO and TreasurerSell$250.80K
Jun 07, 2024Turpin Julie EVP/Chief People OfficerSell$301.23K

Insider Transactions Trends


DateBuySell
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 42.19%, 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 funding, inc. /de (18.67M shares, 6.62%), and Blackrock (16.67M shares, 5.93%). Together, they hold 22.76% 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 8.45% of its assets in 292.45K Brown & Brown shares, valued at 29.84M$.

Who is the top mutual fund holder of Brown & Brown shares?

Principal MidCap R5 is the top mutual fund holder of Brown & Brown shares, with 3.36% of its total shares outstanding invested in 9.61M Brown & Brown shares.

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