Brown & Brown Ownership 2024 | Who Owns Brown & Brown Now?
Institutional Ownership
73.05%
Insider Ownership
16.36%
Retail Ownership
10.59%
Institutional Holders
723.00
Brown & Brown Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.21% | 0.05% | 28,695,553 | 340,248 | 1.20% | 2,565,669,394 | Jun 30, 2024 |
| BLACKROCK INC. | 5.93% | 0.03% | 16,671,722 | 72,540 | 0.44% | 1,490,618,668 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 4.67% | 4.62% | 13,133,796 | -472,594 | -3.47% | 1,174,292,700 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 4.56% | 0.68% | 12,804,979 | 86,824 | 0.68% | 1,144,893,152,000 | Jun 30, 2024 |
| STATE STREET CORP | 3.87% | 0.04% | 10,862,778 | 30,738 | 0.28% | 971,240,981,000 | Jun 30, 2024 |
| MORGAN STANLEY | 3.16% | 0.06% | 8,883,452 | 17,576 | 0.20% | 794,269,674 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.13% | 0.05% | 5,988,633 | 198,132 | 3.42% | 534,095,107 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.43% | 0.06% | 4,018,407 | 498,330 | 14.16% | 359,285,771 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.38% | 0.57% | 3,887,245 | -685,296 | -14.99% | 347,558,549 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.24% | 0.29% | 3,489,305 | 687,783 | 24.55% | 311,978,760 | Jun 30, 2024 |
| NORGES BANK | 1.19% | 0.04% | 3,345,422 | 3,345,422 | 100.00% | 299,114,181 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.18% | 0.07% | 3,317,357 | -24,714 | -0.74% | 296,604,950 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.10% | 0.62% | 3,102,450 | -6,770 | -0.22% | 277,390,069 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 1.04% | 0.43% | 2,910,542 | -110,105 | -3.65% | 242,809,947 | Jun 30, 2024 |
| INVESCO LTD. | 0.92% | 0.05% | 2,581,866 | -117,278 | -4.34% | 230,844,640 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.88% | 0.05% | 2,472,988 | 242,753 | 10.88% | 221,110,000 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.86% | 4.73% | 2,413,035 | 5,032 | 0.21% | 215,749,484 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.78% | 0.53% | 2,194,639 | -57,062 | -2.53% | 196,222,673 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.03% | 2,173,708 | 27,837 | 1.30% | 194,351,233,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.75% | 0.06% | 2,094,602 | 1,248,352 | 147.52% | 187,276,000 | Jun 30, 2024 |
Brown & Brown's largest institutional shareholder is VANGUARD GROUP INC, holding 10.21% of the company's total share outstanding, currently valued at $2.57B. The top 10 institutional shareholders own together 38.59% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PHILOSMITH CAPITAL CORP | 0.12% | 8.19% | 325,450 | - | - | 29,098,485 | Jun 30, 2024 |
| SPRING CAPITAL MANAGEMENT, LLC | 0.04% | 5.43% | 100,012 | 8,137 | 8.86% | 6,884,826 | Jun 30, 2024 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 0.04% | 5.27% | 126,018 | -986 | -0.78% | 11,267,269 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.86% | 4.73% | 2,413,035 | 5,032 | 0.21% | 215,749,484 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 4.67% | 4.62% | 13,133,796 | -472,594 | -3.47% | 1,174,292,700 | Jun 30, 2024 |
| CLOSE ASSET MANAGEMENT LTD | 0.47% | 4.06% | 1,334,103 | 789 | 0.06% | 119,275,000 | Jun 30, 2024 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 0.05% | 3.36% | 143,443 | 143,443 | 100.00% | 12,825,239 | Jun 30, 2024 |
| COVEY CAPITAL ADVISORS, LLC | 0.01% | 3.34% | 32,386 | 1,021 | 3.26% | 2,895,632 | Jun 30, 2024 |
| DUNDAS PARTNERS LLP | 0.17% | 3.32% | 479,205 | 4,528 | 0.95% | 42,846,000 | Jun 30, 2024 |
| PROSPECTOR PARTNERS LLC | 0.10% | 2.83% | 283,557 | 1,805 | 0.64% | 25,352,831 | Jun 30, 2024 |
| VANCITY INVESTMENT MANAGEMENT LTD | 0.17% | 2.78% | 489,460 | 266,615 | 119.64% | 43,812,000 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 0.57% | 2.71% | 1,588,285 | -1,028,540 | -39.30% | 142,008,562 | Jun 30, 2024 |
| BCM ADVISORS, LLC | 0.04% | 2.60% | 108,940 | 42 | 0.04% | 10,981,152 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.25% | 2.46% | 691,316 | -3,486 | -0.50% | 61,811,000 | Jun 30, 2024 |
| OTTER CREEK ADVISORS, LLC | 0.01% | 2.18% | 37,649 | 17,102 | 83.23% | 3,366,198 | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.04% | 2.11% | 110,599 | 366 | 0.33% | 9,888,665 | Jun 30, 2024 |
| BRENDEL FINANCIAL ADVISORS LLC | 0.01% | 2.09% | 36,774 | 36,774 | 100.00% | 3,288,000 | Jun 30, 2024 |
| SPEECE THORSON CAPITAL GROUP INC | 0.04% | 2.09% | 114,204 | -23,077 | -16.81% | 10,211,000 | Jun 30, 2024 |
| INTEGRITY FINANCIAL CORP /WA | 0.01% | 2.00% | 35,772 | - | - | 3,198,375 | Jun 30, 2024 |
| RUNNING OAK CAPITAL LLC | 0.05% | 1.86% | 136,739 | -2,215 | -1.59% | 12,225,839 | Jun 30, 2024 |
The largest Brown & Brown shareholder by % of total assets is PHILOSMITH CAPITAL CORP. The company owns 325.45K shares of Brown & Brown (BRO), representing 8.19% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.19% | 0.04% | 3,345,422 | 3,345,422 | 100.00% | 299,114,181 | Jun 30, 2024 |
| BARCLAYS PLC | 0.75% | 0.06% | 2,094,602 | 1,248,352 | 147.52% | 187,276,000 | Jun 30, 2024 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 0.74% | 0.47% | 2,068,333 | 1,059,711 | 105.07% | 184,929,652 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.24% | 0.29% | 3,489,305 | 687,783 | 24.55% | 311,978,760 | Jun 30, 2024 |
| CHILTON INVESTMENT CO INC. | 0.26% | 1.84% | 729,389 | 519,721 | 247.88% | 65,214,671 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.43% | 0.06% | 4,018,407 | 498,330 | 14.16% | 359,285,771 | Jun 30, 2024 |
| FIL LTD | 0.27% | 0.07% | 772,388 | 482,266 | 166.23% | 69,059,211 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.26% | 0.14% | 733,668 | 406,064 | 123.95% | 65,597,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.62% | 0.04% | 1,742,279 | 341,797 | 24.41% | 155,777,167 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.21% | 0.05% | 28,695,553 | 340,248 | 1.20% | 2,565,669,394 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.17% | 0.10% | 488,483 | 302,240 | 162.28% | 43,675,265 | Jun 30, 2024 |
| VANCITY INVESTMENT MANAGEMENT LTD | 0.17% | 2.78% | 489,460 | 266,615 | 119.64% | 43,812,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.40% | 0.05% | 1,126,151 | 265,920 | 30.91% | 100,689,161 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.09% | 0.22% | 259,029 | 259,029 | 100.00% | 23,159,783 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.88% | 0.05% | 2,472,988 | 242,753 | 10.88% | 221,110,000 | Jun 30, 2024 |
| PORT CAPITAL LLC | 0.08% | 1.04% | 231,368 | 231,368 | 100.00% | 20,687,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | 0.01% | 619,589 | 226,317 | 57.55% | 55,398,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.13% | 0.05% | 5,988,633 | 198,132 | 3.42% | 534,095,107 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.26% | 0.02% | 738,941 | 194,031 | 35.61% | 66,068,740 | Jun 30, 2024 |
| NATIXIS | 0.09% | 0.13% | 255,289 | 193,257 | 311.54% | 22,825,389 | Jun 30, 2024 |
As of Jun 30 2024, Brown & Brown's largest institutional buyer is NORGES BANK. The company purchased 3.35M stocks of BRO, valued at $299.11M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CLARKSTON CAPITAL PARTNERS, LLC | 0.57% | 2.71% | 1,588,285 | -1,028,540 | -39.30% | 142,008,562 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.38% | 0.57% | 3,887,245 | -685,296 | -14.99% | 347,558,549 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.19% | 0.07% | 536,426 | -551,429 | -50.69% | 47,961,848 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 4.67% | 4.62% | 13,133,796 | -472,594 | -3.47% | 1,174,292,700 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.03% | 0.01% | 72,100 | -459,600 | -86.44% | 6,446,461 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 4,801 | -342,426 | -98.62% | 429,257 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.13% | 0.01% | 366,771 | -336,041 | -47.81% | 33,790,613 | Jun 30, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.35% | 1.24% | 974,867 | -321,228 | -24.78% | 87,162,858 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.08% | 0.08% | 238,545 | -286,252 | -54.55% | 21,328,308 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.41% | 0.08% | 1,155,471 | -285,090 | -19.79% | 103,310,662 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.04% | 0.00% | 104,961 | -284,219 | -73.03% | 9,384,563 | Jun 30, 2024 |
| MAN GROUP PLC | 0.04% | 0.03% | 124,869 | -245,605 | -66.29% | 11,164,538 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.06% | 1.42% | 164,338 | -236,561 | -59.01% | 14,693,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.19% | 0.01% | 536,603 | -225,073 | -29.55% | 47,977,674 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.01% | 63,859 | -220,386 | -77.53% | 5,709,633 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -220,305 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.04% | 0.05% | 101,776 | -205,316 | -66.86% | 9,100,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.19% | 0.13% | 540,534 | -186,128 | -25.61% | 48,329,187 | Jun 30, 2024 |
| AMUNDI | 0.09% | 0.01% | 253,241 | -121,668 | -32.45% | 22,801,820 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.50% | 0.02% | 1,414,863 | -119,115 | -7.77% | 126,502,886 | Jun 30, 2024 |
As of Jun 30 2024, Brown & Brown's biggest institutional seller is CLARKSTON CAPITAL PARTNERS, LLC. The company sold -1.03M shares of BRO, valued at $142.01M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.19% | 0.04% | 3,345,422 | 3,345,422 | 100.00% | 299,114,181 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.09% | 0.22% | 259,029 | 259,029 | 100.00% | 23,159,783 | Jun 30, 2024 |
| PORT CAPITAL LLC | 0.08% | 1.04% | 231,368 | 231,368 | 100.00% | 20,687,000 | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | 0.06% | 0.14% | 180,586 | 180,586 | 100.00% | 16,146,194 | Jun 30, 2024 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 0.05% | 3.36% | 143,443 | 143,443 | 100.00% | 12,825,239 | Jun 30, 2024 |
| PICTET NORTH AMERICA ADVISORS SA | 0.03% | 0.86% | 88,728 | 88,728 | 100.00% | 7,933,170 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.07% | 73,043 | 73,043 | 100.00% | 6,531,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.03% | 63,336 | 63,336 | 100.00% | 5,662,872 | Jun 30, 2024 |
| HEIRLOOM WEALTH MANAGEMENT | 0.02% | 1.32% | 45,572 | 45,572 | 100.00% | 4,074,593 | Jun 30, 2024 |
| D L CARLSON INVESTMENT GROUP INC | 0.01% | 0.70% | 40,598 | 40,598 | 100.00% | 3,629,867 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.01% | 0.59% | 39,779 | 39,779 | 100.00% | 3,556,640 | Jun 30, 2024 |
| ING GROEP NV | 0.01% | 0.02% | 29,284 | 29,284 | 100.00% | 2,618,282 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.01% | 0.05% | 29,115 | 29,115 | 100.00% | 2,603,172 | Jun 30, 2024 |
| MOUNT LUCAS MANAGEMENT LP | 0.01% | 0.73% | 28,494 | 28,494 | 100.00% | 2,547,649 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.24% | 24,072 | 24,072 | 100.00% | 2,152,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 23,769 | 23,769 | 100.00% | 2,125,186 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.01% | 0.54% | 19,445 | 19,445 | 100.00% | 1,738,468 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.04% | 18,250 | 18,250 | 100.00% | 1,631,732 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.07% | 17,379 | 17,379 | 100.00% | 1,567,044 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.01% | 0.02% | 17,006 | 17,006 | 100.00% | 1,520,546 | Jun 30, 2024 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.01% | 0.04% | 16,908 | 16,908 | 100.00% | 1,511,993 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.01% | 0.09% | 16,363 | 16,363 | 100.00% | 1,463,010 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.03% | 14,861 | 14,861 | 100.00% | 1,328,722 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.07% | 13,965 | 13,965 | 100.00% | 1,248,611 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 11,900 | 11,900 | 100.00% | 1,063,979 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.00% | 0.09% | 11,603 | 11,603 | 100.00% | 1,037,424 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.21% | 11,414 | 11,414 | 100.00% | 1,020,521 | Jun 30, 2024 |
| MARSHALL FINANCIAL GROUP LLC | 0.00% | 0.28% | 11,222 | 11,222 | 100.00% | 1,003,363 | Jun 30, 2024 |
| RETIREFUL, LLC | 0.00% | 0.45% | 10,620 | 10,620 | 100.00% | 949,534 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.07% | 10,045 | 10,045 | 100.00% | 898,123 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.08% | 10,013 | 10,013 | 100.00% | 895,262 | Jun 30, 2024 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.00% | 0.66% | 8,469 | 8,469 | 100.00% | 757,213 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.38% | 7,100 | 7,100 | 100.00% | 634,811 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.28% | 6,981 | 6,981 | 100.00% | 624,171 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.00% | 0.44% | 6,512 | 6,512 | 100.00% | 582,238 | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.00% | 0.01% | 5,953 | 5,953 | 100.00% | 532,265 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 0.00% | 0.00% | 5,923 | 5,923 | 100.00% | 529,557 | Jun 30, 2024 |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.08% | 4,555 | 4,555 | 100.00% | 407,263 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.01% | 4,552 | 4,552 | 100.00% | 406,994 | Jun 30, 2024 |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.00% | 0.03% | 4,542 | 4,542 | 100.00% | 406,107 | Jun 30, 2024 |
| OUTLOOK WEALTH ADVISORS, LLC | 0.00% | 0.11% | 3,834 | 3,834 | 100.00% | 342,804 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.00% | 0.00% | 3,785 | 3,785 | 100.00% | 338,417 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.01% | 3,678 | 3,678 | 100.00% | 328,849 | Jun 30, 2024 |
| ARGENT TRUST CO | 0.00% | 0.01% | 3,518 | 3,518 | 100.00% | 314,544 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 3,477 | 3,477 | 100.00% | 310,879 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.06% | 3,461 | 3,461 | 100.00% | 309,448 | Jun 30, 2024 |
| BENCHMARK INVESTMENT ADVISORS LLC | 0.00% | 0.22% | 3,383 | 3,383 | 100.00% | 302,481 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.02% | 3,122 | 3,122 | 100.00% | 279,138 | Jun 30, 2024 |
| 0.00% | 0.04% | 3,068 | 3,068 | 100.00% | 301,830 | Jun 30, 2024 | |
| MEEDER ADVISORY SERVICES, INC. | 0.00% | 0.02% | 2,710 | 2,710 | 100.00% | 242,305 | Jun 30, 2024 |
| CONFLUENCE WEALTH SERVICES, INC. | 0.00% | 0.02% | 2,626 | 2,626 | 100.00% | 234,791 | Jun 30, 2024 |
| ASCENT GROUP, LLC | 0.00% | 0.02% | 2,605 | 2,605 | 100.00% | 232,913 | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | 0.00% | 0.01% | 2,560 | 2,560 | 100.00% | 228,890 | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | 0.00% | 0.01% | 2,543 | 2,543 | 100.00% | 227,000 | Jun 30, 2024 |
| REGIONS FINANCIAL CORP | 0.00% | 0.00% | 2,528 | 2,528 | 100.00% | 226,029 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | 0.00% | 2,527 | 2,527 | 100.00% | 225,000 | Jun 30, 2024 |
| BURNEY CO/ | 0.00% | 0.01% | 2,520 | 2,520 | 100.00% | 225,313 | Jun 30, 2024 |
| TRUST POINT INC. | 0.00% | 0.02% | 2,416 | 2,416 | 100.00% | 216,015 | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | 0.00% | 0.01% | 2,369 | 2,369 | 100.00% | 211,774 | Jun 30, 2024 |
| KATHMERE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 2,348 | 2,348 | 100.00% | 209,935 | Jun 30, 2024 |
| TRUST INVESTMENT ADVISORS | 0.00% | 0.13% | 2,323 | 2,323 | 100.00% | 207,699 | Jun 30, 2024 |
| TRINITY FINANCIAL ADVISORS LLC | 0.00% | 0.09% | 2,277 | 2,277 | 100.00% | 203,605 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.00% | 1.41% | 2,266 | 2,266 | 100.00% | 202,603 | Jun 30, 2024 |
| ALPHACENTRIC ADVISORS LLC | 0.00% | 0.13% | 2,049 | 2,049 | 100.00% | 183,201 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 1,308 | 1,308 | 100.00% | 116,990 | Jun 30, 2024 |
| 0.00% | 0.04% | 699 | 699 | 100.00% | 62,498 | Jun 30, 2024 | |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.02% | 268 | 268 | 100.00% | 23,963 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.00% | 0.01% | 231 | 231 | 100.00% | 20,654 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 205 | 205 | 100.00% | 18,340 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 177 | 177 | 100.00% | 15,807 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 163 | 163 | 100.00% | 14,574 | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | 0.00% | 0.01% | 150 | 150 | 100.00% | 13,367 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | - | 0.00% | 136 | 136 | 100.00% | 12,160 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | - | - | 125 | 125 | 100.00% | 30 | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | 0.00% | 103 | 103 | 100.00% | 9,209 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | - | 0.00% | 93 | 93 | 100.00% | 8,316 | Jun 30, 2024 |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | - | 0.00% | 85 | 85 | 100.00% | 8,000 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | 0.00% | 73 | 73 | 100.00% | 6,527 | Jun 30, 2024 |
| ST GERMAIN D J CO INC | - | 0.00% | 67 | 67 | 100.00% | 5,990 | Jun 30, 2024 |
| BALDWIN BROTHERS LLC/MA | - | 0.00% | 64 | 64 | 100.00% | 5,722 | Jun 30, 2024 |
| HOLLENCREST CAPITAL MANAGEMENT | - | 0.00% | 60 | 60 | 100.00% | 5,365 | Jun 30, 2024 |
| VITALSTONE FINANCIAL, LLC | - | 0.00% | 32 | 32 | 100.00% | 2,861 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 18 | 18 | 100.00% | 1,609 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | - | 0.00% | 18 | 18 | 100.00% | 1,609 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 16 | 16 | 100.00% | 1,575 | Jun 30, 2024 |
| LOGAN CAPITAL MANAGEMENT INC | - | 0.00% | 15 | 15 | 100.00% | 1,341 | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | 0.00% | 12 | 12 | 100.00% | 1,073 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 10 | 10 | 100.00% | 895 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 4 | 4 | 100.00% | 358 | Jun 30, 2024 |
Brown & Brown's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.35M shares, valued at $299.11M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIDENT ADVISORY, LLC | - | - | - | -220,305 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -117,939 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -106,244 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -64,351 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -20,167 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -15,493 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -13,400 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -13,069 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -12,010 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -9,526 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -7,059 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -6,970 | -100.00% | - | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | - | - | - | -5,908 | -100.00% | - | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | - | - | - | -5,716 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -5,687 | -100.00% | - | Jun 30, 2024 |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5,168 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -4,518 | -100.00% | - | Jun 30, 2024 |
| GITTERMAN WEALTH MANAGEMENT, LLC | - | - | - | -4,371 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -3,461 | -100.00% | - | Jun 30, 2024 |
| DARWIN WEALTH MANAGEMENT, LLC | - | - | - | -3,400 | -100.00% | - | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | - | - | - | -3,168 | -100.00% | - | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | - | - | - | -3,071 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | - | - | - | -2,900 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | - | - | - | -2,880 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | - | - | - | -2,588 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -2,549 | -100.00% | - | Jun 30, 2024 |
| NOVAK & POWELL FINANCIAL SERVICES, INC. | - | - | - | -2,440 | -100.00% | - | Jun 30, 2024 |
| LAKE STREET ADVISORS GROUP, LLC | - | - | - | -2,328 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -1,600 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -1,294 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -1,292 | -100.00% | - | Jun 30, 2024 |
| TOBAM | - | - | - | -842 | -100.00% | - | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | - | - | -520 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -360 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -136 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -87 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -84 | -100.00% | - | Jun 30, 2024 |
| ZIONS BANCORPORATION, N.A. | - | - | - | -76 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Brown & Brown's largest sold out institutional shareholder by shares sold is VIDENT ADVISORY, LLC, sold -0.22M shares, valued at -, as of undefined.
Brown & Brown Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TRIDAN CORP | 3.18% | 1,000,000 | - | - | Jan 31, 2024 |
| TRIDAN CORP | 1.59% | 500,000 | - | - | Jan 31, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 1.16% | 1,441,492 | - | - | Dec 31, 2023 |
| Kelly Strategic ETF Trust | 1.02% | 27,601 | 11,037 | 66.63% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| PIONEER MID CAP VALUE FUND | 0.95% | 167,687 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.54% | 2,123,754 | - | - | Mar 28, 2024 |
| Mairs & Power Funds Trust | 0.45% | 1,800,000 | - | - | Mar 31, 2022 |
| ETF Managers Trust | 0.45% | 3,453,000 | - | - | Dec 31, 2023 |
| NICHOLAS Ltd EDITION, INC. | 0.44% | 146,880 | - | - | Dec 31, 2023 |
| EATON VANCE GROWTH TRUST | 0.42% | 4,624,509 | -356,790 | -7.16% | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.40% | 171,484 | - | - | Jan 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.36% | 241,796 | - | - | Apr 30, 2022 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.34% | 175,000 | - | - | Jun 30, 2023 |
| PROSPECTOR FUNDS, INC. | 0.33% | 95,860 | -1,610 | -1.65% | Mar 31, 2024 |
| Siren ETF Trust | 0.32% | 11,706 | 546 | 4.89% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.30% | 158,509 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.27% | 19,280 | - | - | Mar 31, 2024 |
| Viking Mutual Funds | 0.27% | 610,000 | - | - | Jan 31, 2024 |
| Viking Mutual Funds | 0.26% | 605,000 | - | - | Jan 31, 2024 |
| OSI ETF Trust | 0.26% | 45,812 | - | - | Mar 31, 2022 |
| PIONEER SERIES TRUST X | 0.26% | 14,499,000 | - | - | Mar 28, 2024 |
| Viking Mutual Funds | 0.25% | 575,000 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.25% | 3,000,000 | - | - | Jan 31, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.23% | 29,000 | 29,000 | - | Dec 31, 2023 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.23% | 115,079 | - | - | Mar 31, 2021 |
| Viking Mutual Funds | 0.22% | 500,000 | - | - | Jan 31, 2024 |
| PIONEER BOND FUND /DE/ | 0.21% | 12,416,000 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | 0.19% | 43,097,000 | - | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.18% | 68,000 | - | - | Mar 28, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.17% | 338 | -6,653 | -95.17% | Jan 31, 2021 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.14% | 700,000 | - | - | Mar 28, 2024 |
| ALPS Series Trust | 0.13% | 1,165,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.13% | 305,739 | - | - | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.13% | 5,658,000 | - | - | Dec 31, 2023 |
| SPARROW FUNDS | 0.12% | 420 | 420 | - | Feb 29, 2024 |
| MFS SERIES TRUST V | 0.12% | 7,012,000 | - | - | Mar 31, 2024 |
| MADISON FUNDS | 0.11% | 651,405 | 119,659 | 22.50% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.11% | 715,343 | 373,506 | 109.26% | Aug 31, 2023 |
| VIRTUS EQUITY TRUST | 0.10% | 849,694 | 67,987 | 8.70% | Mar 28, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.09% | 519,150 | - | - | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.09% | 459,600 | 459,600 | - | Sep 30, 2019 |
| Voya Global Advantage & Premium Opportunity Fund | 0.08% | 5,209 | -163 | -3.03% | Feb 29, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.08% | 14,638 | 14,638 | - | Sep 30, 2021 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.08% | 60,000 | - | - | Sep 30, 2023 |
| SIT MUTUAL FUNDS II INC | 0.08% | 600,000 | - | - | Mar 28, 2024 |
| Gateway Trust | 0.08% | 161,064 | - | - | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.08% | 3,396,000 | - | - | Dec 31, 2023 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.08% | 15,761 | -507 | -3.12% | Feb 29, 2024 |
| Natixis ETF Trust | 0.07% | 15,000 | - | - | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.07% | 2,868,997 | -61,180 | -2.09% | Mar 31, 2024 |
| Index Funds | 0.07% | 612 | -12 | -1.92% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.07% | 22,104,000 | - | - | Dec 31, 2023 |
| MFS SERIES TRUST IX | 0.07% | 15,616,000 | - | - | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.07% | 2,124,000 | - | - | Mar 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.07% | 1,400,000 | 468,752 | 50.34% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.07% | 15,608 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.06% | 2,574,000 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.06% | 9,838 | - | - | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.06% | 56,532 | - | - | Feb 29, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.06% | 1,626,000 | - | - | Dec 31, 2023 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.06% | 325,000 | 244,355 | 303.00% | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,835,000 | - | - | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.06% | 3,360 | -117 | -3.36% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.06% | 1,694,479 | -21,509 | -1.25% | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.05% | 2,328,000 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.05% | 22,569,663 | 187,840 | 0.84% | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.05% | 239,721 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.05% | 15,563 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST VIII | 0.05% | 2,157,000 | - | - | Jan 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.05% | 25,000 | - | - | Jun 30, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.05% | 5,878 | - | - | Dec 31, 2020 |
| ULTRA SERIES FUND | 0.05% | 85,603 | -2,333 | -2.65% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.05% | 14,466,000 | - | - | Dec 31, 2023 |
| MASSMUTUAL PREMIER FUNDS | 0.05% | 1,320,000 | - | - | Dec 31, 2023 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.04% | 500,000 | - | - | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.04% | 1,564,019 | 19,872 | 1.29% | Mar 31, 2024 |
| NEIMAN FUNDS | 0.04% | 6,550 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.04% | 65,710 | -5 | -0.01% | Mar 31, 2024 |
| BAIRD FUNDS INC | 0.04% | 44,412,000 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.03% | 7,888,000 | -1,000,000 | -11.25% | Jan 31, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.03% | 2,850,000 | - | - | Feb 29, 2024 |
| Starboard Investment Trust | 0.03% | 18,300 | - | - | Feb 29, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.03% | 11,665 | 408 | 3.62% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.03% | 662 | -19 | -2.79% | Dec 31, 2023 |
| SUNAMERICA SERIES, INC. | 0.03% | 44,856 | 44,856 | - | Apr 30, 2021 |
| JANUS INVESTMENT FUND | 0.03% | 8,629,000 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.03% | 6,195,000 | 80,000 | 1.31% | Feb 29, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.03% | 24,869 | - | - | Mar 31, 2022 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 5,910 | - | - | Mar 31, 2024 |
| Core Bond Portfolio | 0.03% | 198,000 | - | - | Mar 31, 2024 |
| CALVERT VARIABLE SERIES INC | 0.03% | 50,000 | - | - | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.03% | 1,107,000 | - | - | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.02% | 1,354,432 | 6,712 | 0.50% | Jan 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.02% | 1,101,000 | - | - | Mar 31, 2024 |
| Northern Lights Variable Trust | 0.02% | 23,675 | - | - | Mar 31, 2024 |
| Series Portfolios Trust | 0.02% | 150,000 | - | - | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.02% | 16,479 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.02% | 9,016 | -349 | -3.73% | Mar 31, 2024 |
Brown & Brown's largest mutual fund holder by % of total assets is "TRIDAN CORP", owning 1.00M shares, compromising 3.18% of its total assets.
Brown & Brown Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 723 | 2.84% |
| 31 Mar, 24 | 703 | 4.15% |
| 31 Dec, 23 | 675 | 8.70% |
| 30 Sep, 23 | 621 | 3.67% |
| 30 Jun, 23 | 599 | 5.46% |
| 31 Mar, 23 | 568 | -0.35% |
| 31 Dec, 22 | 570 | 1.97% |
| 30 Sep, 22 | 559 | -2.44% |
| 30 Jun, 22 | 573 | -1.88% |
| 31 Mar, 22 | 584 | 6.57% |
| 31 Dec, 21 | 548 | 6.61% |
| 30 Sep, 21 | 514 | 11.02% |
| 30 Jun, 21 | 463 | 1.98% |
| 31 Mar, 21 | 454 | -0.22% |
| 31 Dec, 20 | 455 | 5.57% |
| 30 Sep, 20 | 431 | 2.86% |
| 30 Jun, 20 | 419 | 5.81% |
| 31 Mar, 20 | 396 | 6.74% |
| 31 Dec, 19 | 371 | -1.59% |
| 30 Sep, 19 | 377 | 13.90% |
| 30 Jun, 19 | 331 | 3.76% |
| 31 Mar, 19 | 319 | 1.92% |
| 31 Dec, 18 | 313 | -2.80% |
| 30 Sep, 18 | 322 | 4.55% |
| 30 Jun, 18 | 308 | -4.05% |
| 31 Mar, 18 | 321 | 10.69% |
| 31 Dec, 17 | 290 | 7.81% |
| 30 Sep, 17 | 269 | 1.13% |
| 30 Jun, 17 | 266 | 1.53% |
| 31 Mar, 17 | 262 | -3.68% |
| 31 Dec, 16 | 272 | 5.84% |
| 30 Sep, 16 | 257 | 8.90% |
| 30 Jun, 16 | 236 | -0.84% |
| 31 Mar, 16 | 238 | 3.48% |
| 31 Dec, 15 | 230 | 4.55% |
| 30 Sep, 15 | 220 | -2.22% |
| 30 Jun, 15 | 225 | -1.32% |
| 31 Mar, 15 | 228 | -5.39% |
| 31 Dec, 14 | 241 | 3.88% |
| 30 Sep, 14 | 232 | 0.43% |
| 30 Jun, 14 | 231 | -1.28% |
| 31 Mar, 14 | 234 | -9.65% |
| 31 Dec, 13 | 259 | 3.60% |
| 30 Sep, 13 | 250 | 5.93% |
| 30 Jun, 13 | 236 | 122.64% |
| 31 Mar, 13 | 106 | 1.92% |
| 31 Dec, 12 | 104 | 5.05% |
| 30 Sep, 12 | 99 | -4.81% |
| 30 Jun, 12 | 104 | -0.95% |
| 31 Mar, 12 | 105 | 5.00% |
| 31 Dec, 11 | 100 | - |
| 30 Sep, 11 | 100 | 3.09% |
| 30 Jun, 11 | 97 | 14.12% |
| 31 Mar, 11 | 85 | 11.84% |
| 31 Dec, 10 | 76 | 8.57% |
| 30 Sep, 10 | 70 | -10.26% |
| 30 Jun, 10 | 78 | 25.81% |
| 31 Mar, 10 | 62 | -6.06% |
| 31 Dec, 09 | 66 | 4.76% |
| 30 Sep, 09 | 63 | -14.86% |
| 30 Jun, 09 | 74 | 7.25% |
| 31 Mar, 09 | 69 | -2.82% |
| 31 Dec, 08 | 71 | 2.90% |
| 30 Sep, 08 | 69 | 15.00% |
| 30 Jun, 08 | 60 | - |
| 31 Mar, 08 | 60 | -1.64% |
| 31 Dec, 07 | 61 | 7.02% |
| 30 Sep, 07 | 57 | -9.52% |
| 30 Jun, 07 | 63 | 3.28% |
| 31 Mar, 07 | 61 | -11.59% |
| 31 Dec, 06 | 69 | 16.95% |
| 30 Sep, 06 | 59 | - |
| 30 Jun, 06 | 59 | -1.67% |
| 31 Mar, 06 | 60 | 15.38% |
| 31 Dec, 05 | 52 | 8.33% |
| 30 Sep, 05 | 48 | 6.67% |
| 30 Jun, 05 | 45 | - |
| 31 Mar, 05 | 45 | 18.42% |
| 31 Dec, 04 | 38 | - |
| 30 Sep, 04 | 38 | 11.76% |
| 30 Jun, 04 | 34 | -10.53% |
| 31 Mar, 04 | 38 | -9.52% |
| 31 Dec, 03 | 42 | 16.67% |
| 30 Sep, 03 | 36 | -7.69% |
| 30 Jun, 03 | 39 | -9.30% |
| 31 Mar, 03 | 43 | 7.50% |
| 31 Dec, 02 | 40 | 29.03% |
| 30 Sep, 02 | 31 | -3.13% |
| 30 Jun, 02 | 32 | 23.08% |
| 31 Mar, 02 | 26 | 62.50% |
| 31 Dec, 01 | 16 | 6.67% |
| 30 Sep, 01 | 15 | 7.14% |
| 30 Jun, 01 | 14 | - |
| 31 Mar, 01 | 14 | 40.00% |
| 31 Dec, 00 | 10 | -9.09% |
| 30 Sep, 00 | 11 | 22.22% |
| 30 Jun, 00 | 9 | 12.50% |
| 31 Mar, 00 | 8 | 33.33% |
| 31 Dec, 99 | 6 | - |
| 30 Sep, 99 | 6 | -40.00% |
| 30 Jun, 99 | 10 | 900.00% |
| 31 Mar, 99 | 1 | - |
As of 30 Jun 24, 723 institutions are holding Brown & Brown's shares, representing an increase of 2.84% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 205,279,464 | 2.18% |
| 31 Mar, 24 | 200,893,516 | -1.04% |
| 31 Dec, 23 | 203,010,516 | 2.23% |
| 30 Sep, 23 | 198,574,672 | -1.96% |
| 30 Jun, 23 | 202,537,495 | 0.33% |
| 31 Mar, 23 | 201,871,433 | 0.47% |
| 31 Dec, 22 | 200,927,838 | 0.68% |
| 30 Sep, 22 | 199,567,260 | -1.08% |
| 30 Jun, 22 | 201,745,685 | -1.30% |
| 31 Mar, 22 | 204,408,745 | -0.39% |
| 31 Dec, 21 | 205,214,836 | 0.54% |
| 30 Sep, 21 | 204,114,589 | 1.67% |
| 30 Jun, 21 | 200,765,509 | 0.88% |
| 31 Mar, 21 | 199,012,544 | 0.03% |
| 31 Dec, 20 | 198,954,564 | 0.30% |
| 30 Sep, 20 | 198,354,031 | -2.50% |
| 30 Jun, 20 | 203,432,364 | -0.23% |
| 31 Mar, 20 | 203,902,279 | 0.12% |
| 31 Dec, 19 | 203,666,608 | 1.99% |
| 30 Sep, 19 | 199,700,799 | 0.08% |
| 30 Jun, 19 | 199,535,435 | -1.33% |
| 31 Mar, 19 | 202,229,677 | 0.06% |
| 31 Dec, 18 | 202,116,621 | 0.26% |
| 30 Sep, 18 | 201,598,751 | -0.05% |
| 30 Jun, 18 | 201,702,743 | 2.24% |
| 31 Mar, 18 | 197,291,219 | 98.00% |
| 31 Dec, 17 | 99,643,253 | -1.36% |
| 30 Sep, 17 | 101,012,706 | -0.64% |
| 30 Jun, 17 | 101,658,483 | 0.33% |
| 31 Mar, 17 | 101,324,279 | -0.90% |
| 31 Dec, 16 | 102,247,563 | -0.33% |
| 30 Sep, 16 | 102,585,111 | -0.36% |
| 30 Jun, 16 | 102,960,211 | -0.75% |
| 31 Mar, 16 | 103,734,686 | 3.94% |
| 31 Dec, 15 | 99,800,053 | -9.08% |
| 30 Sep, 15 | 109,771,620 | 8.51% |
| 30 Jun, 15 | 101,161,719 | -2.05% |
| 31 Mar, 15 | 103,277,509 | 1.24% |
| 31 Dec, 14 | 102,016,024 | -0.26% |
| 30 Sep, 14 | 102,280,183 | 3.14% |
| 30 Jun, 14 | 99,162,928 | -4.29% |
| 31 Mar, 14 | 103,610,598 | 3.10% |
| 31 Dec, 13 | 100,490,542 | -4.13% |
| 30 Sep, 13 | 104,821,803 | 5.17% |
| 30 Jun, 13 | 99,672,959 | 124.27% |
| 31 Mar, 13 | 44,443,760 | 2.85% |
| 31 Dec, 12 | 43,211,509 | 4.03% |
| 30 Sep, 12 | 41,538,200 | -8.74% |
| 30 Jun, 12 | 45,514,444 | -1.94% |
| 31 Mar, 12 | 46,412,847 | -4.81% |
| 31 Dec, 11 | 48,755,966 | -12.73% |
| 30 Sep, 11 | 55,866,033 | -5.75% |
| 30 Jun, 11 | 59,275,687 | 25.38% |
| 31 Mar, 11 | 47,275,569 | 1.21% |
| 31 Dec, 10 | 46,711,336 | 10.64% |
| 30 Sep, 10 | 42,218,749 | 12.58% |
| 30 Jun, 10 | 37,501,563 | 1.96% |
| 31 Mar, 10 | 36,780,954 | 5.31% |
| 31 Dec, 09 | 34,925,677 | 5.45% |
| 30 Sep, 09 | 33,121,366 | -16.18% |
| 30 Jun, 09 | 39,515,673 | 15.37% |
| 31 Mar, 09 | 34,249,869 | -9.03% |
| 31 Dec, 08 | 37,648,803 | 21.41% |
| 30 Sep, 08 | 31,010,083 | 15.13% |
| 30 Jun, 08 | 26,934,530 | -10.99% |
| 31 Mar, 08 | 30,259,509 | -7.98% |
| 31 Dec, 07 | 32,884,681 | 2.12% |
| 30 Sep, 07 | 32,202,384 | -6.36% |
| 30 Jun, 07 | 34,389,077 | 5.72% |
| 31 Mar, 07 | 32,528,297 | -3.09% |
| 31 Dec, 06 | 33,566,555 | -1.99% |
| 30 Sep, 06 | 34,248,989 | 17.38% |
| 30 Jun, 06 | 29,176,681 | -3.92% |
| 31 Mar, 06 | 30,367,289 | 2.59% |
| 31 Dec, 05 | 29,600,501 | 69.99% |
| 30 Sep, 05 | 17,413,217 | 18.50% |
| 30 Jun, 05 | 14,695,029 | -8.53% |
| 31 Mar, 05 | 16,065,463 | 4.33% |
| 31 Dec, 04 | 15,399,269 | 4.11% |
| 30 Sep, 04 | 14,791,854 | -19.06% |
| 30 Jun, 04 | 18,275,132 | -3.59% |
| 31 Mar, 04 | 18,955,412 | -4.15% |
| 31 Dec, 03 | 19,776,909 | 74.78% |
| 30 Sep, 03 | 11,315,164 | -15.06% |
| 30 Jun, 03 | 13,322,088 | -19.13% |
| 31 Mar, 03 | 16,474,062 | 7.31% |
| 31 Dec, 02 | 15,351,962 | 37.98% |
| 30 Sep, 02 | 11,126,398 | -17.66% |
| 30 Jun, 02 | 13,512,172 | -17.60% |
| 31 Mar, 02 | 16,398,423 | 53.64% |
| 31 Dec, 01 | 10,673,120 | 68.61% |
| 30 Sep, 01 | 6,330,155 | 2.61% |
| 30 Jun, 01 | 6,169,434 | 16.88% |
| 31 Mar, 01 | 5,278,646 | 12.54% |
| 31 Dec, 00 | 4,690,500 | -4.51% |
| 30 Sep, 00 | 4,911,948 | 84.10% |
| 30 Jun, 00 | 2,668,023 | 15.11% |
| 31 Mar, 00 | 2,317,861 | 401.25% |
| 31 Dec, 99 | 462,417 | -79.79% |
| 30 Sep, 99 | 2,288,540 | -2.28% |
| 30 Jun, 99 | 2,341,953 | 317.88% |
| 31 Mar, 99 | 560,437 | - |
Brown & Brown (BRO) has 205.28M shares outstanding as of 30 Jun 24, up 2.18% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 73.05% | 1.43% |
| 31 Mar, 24 | 71.49% | 1.36% |
| 31 Dec, 23 | 72.61% | 1.44% |
| 30 Sep, 23 | 70.94% | 1.35% |
| 30 Jun, 23 | 72.49% | 1.38% |
| 31 Mar, 23 | 72.46% | 1.38% |
| 31 Dec, 22 | 72.41% | 1.40% |
| 30 Sep, 22 | 71.84% | 1.36% |
| 30 Jun, 22 | 72.78% | 1.34% |
| 31 Mar, 22 | 73.77% | 1.34% |
| 31 Dec, 21 | 74.20% | 1.36% |
| 30 Sep, 21 | 73.90% | 1.39% |
| 30 Jun, 21 | 72.82% | 1.40% |
| 31 Mar, 21 | 72.21% | 1.37% |
| 31 Dec, 20 | 72.52% | 1.40% |
| 30 Sep, 20 | 71.99% | 1.30% |
| 30 Jun, 20 | 74.49% | 1.33% |
| 31 Mar, 20 | 74.75% | 1.34% |
| 31 Dec, 19 | 74.75% | 1.40% |
| 30 Sep, 19 | 73.16% | 1.37% |
| 30 Jun, 19 | 73.21% | 1.33% |
| 31 Mar, 19 | 74.16% | 1.33% |
| 31 Dec, 18 | 74.58% | 1.35% |
| 30 Sep, 18 | 74.39% | 1.33% |
| 30 Jun, 18 | 74.68% | 1.40% |
| 31 Mar, 18 | 73.02% | 5.46% |
| 31 Dec, 17 | 36.56% | 2.66% |
| 30 Sep, 17 | 37.04% | 2.68% |
| 30 Jun, 17 | 37.19% | 2.71% |
| 31 Mar, 17 | 37.05% | 2.64% |
| 31 Dec, 16 | 37.44% | 2.65% |
| 30 Sep, 16 | 37.59% | 2.62% |
| 30 Jun, 16 | 37.86% | 2.59% |
| 31 Mar, 16 | 38.26% | 2.92% |
| 31 Dec, 15 | 36.21% | 2.28% |
| 30 Sep, 15 | 39.86% | 2.95% |
| 30 Jun, 15 | 36.78% | 2.68% |
| 31 Mar, 15 | 37.05% | 2.83% |
| 31 Dec, 14 | 36.19% | 2.75% |
| 30 Sep, 14 | 36.29% | 2.95% |
| 30 Jun, 14 | 35.10% | 2.62% |
| 31 Mar, 14 | 36.58% | 2.90% |
| 31 Dec, 13 | 35.55% | 2.58% |
| 30 Sep, 13 | 37.13% | 2.97% |
| 30 Jun, 13 | 35.39% | 14.21% |
| 31 Mar, 13 | 15.78% | 6.60% |
| 31 Dec, 12 | 15.47% | 6.97% |
| 30 Sep, 12 | 14.89% | 5.56% |
| 30 Jun, 12 | 16.36% | 5.87% |
| 31 Mar, 12 | 16.70% | 5.40% |
| 31 Dec, 11 | 17.59% | 4.34% |
| 30 Sep, 11 | 20.14% | 4.39% |
| 30 Jun, 11 | 21.42% | 7.34% |
| 31 Mar, 11 | 17.09% | 5.96% |
| 31 Dec, 10 | 16.93% | 7.25% |
| 30 Sep, 10 | 15.29% | 8.24% |
| 30 Jun, 10 | 13.62% | 7.63% |
| 31 Mar, 10 | 13.36% | 8.25% |
| 31 Dec, 09 | 12.73% | 8.75% |
| 30 Sep, 09 | 12.06% | 6.19% |
| 30 Jun, 09 | 13.96% | 8.93% |
| 31 Mar, 09 | 12.51% | 7.02% |
| 31 Dec, 08 | 13.35% | 11.05% |
| 30 Sep, 08 | 10.99% | 12.00% |
| 30 Jun, 08 | 9.57% | 8.28% |
| 31 Mar, 08 | 10.75% | 7.31% |
| 31 Dec, 07 | 12.13% | 9.25% |
| 30 Sep, 07 | 11.45% | 7.63% |
| 30 Jun, 07 | 12.25% | 9.10% |
| 31 Mar, 07 | 11.60% | 8.03% |
| 31 Dec, 06 | 12.02% | 8.00% |
| 30 Sep, 06 | 12.26% | 11.21% |
| 30 Jun, 06 | 10.46% | 8.81% |
| 31 Mar, 06 | 10.89% | 9.55% |
| 31 Dec, 05 | 10.68% | 27.02% |
| 30 Sep, 05 | 6.29% | 22.28% |
| 30 Jun, 05 | 5.31% | 15.75% |
| 31 Mar, 05 | 5.81% | 18.60% |
| 31 Dec, 04 | 5.59% | 19.46% |
| 30 Sep, 04 | 5.36% | 12.15% |
| 30 Jun, 04 | 6.64% | 13.95% |
| 31 Mar, 04 | 6.90% | 13.18% |
| 31 Dec, 03 | 7.24% | 42.47% |
| 30 Sep, 03 | 4.13% | 17.34% |
| 30 Jun, 03 | 4.88% | 13.37% |
| 31 Mar, 03 | 6.04% | 18.57% |
| 31 Dec, 02 | 5.70% | 34.36% |
| 30 Sep, 02 | 4.07% | 16.67% |
| 30 Jun, 02 | 4.94% | 12.16% |
| 31 Mar, 02 | 6.38% | 35.05% |
| 31 Dec, 01 | 4.26% | 66.66% |
| 30 Sep, 01 | 2.53% | 34.95% |
| 30 Jun, 01 | 2.69% | 50.77% |
| 31 Mar, 01 | 2.30% | 55.02% |
| 31 Dec, 00 | 2.05% | 44.58% |
| 30 Sep, 00 | 2.14% | 145.35% |
| 30 Jun, 00 | 1.21% | 109.15% |
| 31 Mar, 00 | 1.05% | 2382.37% |
| 31 Dec, 99 | 0.21% | 19.03% |
| 30 Sep, 99 | 1.05% | 89.15% |
| 30 Jun, 99 | 1.09% | 1676.82% |
| 31 Mar, 99 | 0.25% | - |
As of 30 Jun 24, Brown & Brown is held by 73.05% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 378 | 3.56% |
| 31 Mar, 24 | 365 | 6.73% |
| 31 Dec, 23 | 342 | 22.14% |
| 30 Sep, 23 | 280 | -7.89% |
| 30 Jun, 23 | 304 | 3.40% |
| 31 Mar, 23 | 294 | -2.97% |
| 31 Dec, 22 | 303 | 19.29% |
| 30 Sep, 22 | 254 | -16.99% |
| 30 Jun, 22 | 306 | 2.34% |
| 31 Mar, 22 | 299 | 7.55% |
| 31 Dec, 21 | 278 | 9.02% |
| 30 Sep, 21 | 255 | 27.50% |
| 30 Jun, 21 | 200 | -8.26% |
| 31 Mar, 21 | 218 | -7.63% |
| 31 Dec, 20 | 236 | 24.21% |
| 30 Sep, 20 | 190 | -8.21% |
| 30 Jun, 20 | 207 | 6.15% |
| 31 Mar, 20 | 195 | -2.01% |
| 31 Dec, 19 | 199 | 9.34% |
| 30 Sep, 19 | 182 | 8.33% |
| 30 Jun, 19 | 168 | 19.15% |
| 31 Mar, 19 | 141 | -10.76% |
| 31 Dec, 18 | 158 | -7.06% |
| 30 Sep, 18 | 170 | 11.11% |
| 30 Jun, 18 | 153 | -47.42% |
| 31 Mar, 18 | 291 | 118.80% |
| 31 Dec, 17 | 133 | 2.31% |
| 30 Sep, 17 | 130 | -4.41% |
| 30 Jun, 17 | 136 | -1.45% |
| 31 Mar, 17 | 138 | -1.43% |
| 31 Dec, 16 | 140 | 2.94% |
| 30 Sep, 16 | 136 | 3.03% |
| 30 Jun, 16 | 132 | 5.60% |
| 31 Mar, 16 | 125 | 12.61% |
| 31 Dec, 15 | 111 | 13.27% |
| 30 Sep, 15 | 98 | -1.01% |
| 30 Jun, 15 | 99 | -22.05% |
| 31 Mar, 15 | 127 | 12.39% |
| 31 Dec, 14 | 113 | 5.61% |
| 30 Sep, 14 | 107 | -0.93% |
| 30 Jun, 14 | 108 | -6.09% |
| 31 Mar, 14 | 115 | -10.16% |
| 31 Dec, 13 | 128 | -14.09% |
| 30 Sep, 13 | 149 | -13.87% |
| 30 Jun, 13 | 173 | 220.37% |
| 31 Mar, 13 | 54 | -11.48% |
| 31 Dec, 12 | 61 | 15.09% |
| 30 Sep, 12 | 53 | 8.16% |
| 30 Jun, 12 | 49 | -14.04% |
| 31 Mar, 12 | 57 | 5.56% |
| 31 Dec, 11 | 54 | -10.00% |
| 30 Sep, 11 | 60 | 20.00% |
| 30 Jun, 11 | 50 | 13.64% |
| 31 Mar, 11 | 44 | 10.00% |
| 31 Dec, 10 | 40 | 21.21% |
| 30 Sep, 10 | 33 | -17.50% |
| 30 Jun, 10 | 40 | 42.86% |
| 31 Mar, 10 | 28 | -9.68% |
| 31 Dec, 09 | 31 | - |
| 30 Sep, 09 | 31 | -27.91% |
| 30 Jun, 09 | 43 | 10.26% |
| 31 Mar, 09 | 39 | -7.14% |
| 31 Dec, 08 | 42 | 20.00% |
| 30 Sep, 08 | 35 | - |
| 30 Jun, 08 | 35 | 12.90% |
| 31 Mar, 08 | 31 | -22.50% |
| 31 Dec, 07 | 40 | 33.33% |
| 30 Sep, 07 | 30 | -9.09% |
| 30 Jun, 07 | 33 | 10.00% |
| 31 Mar, 07 | 30 | -26.83% |
| 31 Dec, 06 | 41 | 32.26% |
| 30 Sep, 06 | 31 | 6.90% |
| 30 Jun, 06 | 29 | -9.38% |
| 31 Mar, 06 | 32 | -31.91% |
| 31 Dec, 05 | 47 | 95.83% |
| 30 Sep, 05 | 24 | -11.11% |
| 30 Jun, 05 | 27 | 8.00% |
| 31 Mar, 05 | 25 | 25.00% |
| 31 Dec, 04 | 20 | 5.26% |
| 30 Sep, 04 | 19 | 26.67% |
| 30 Jun, 04 | 15 | -16.67% |
| 31 Mar, 04 | 18 | -14.29% |
| 31 Dec, 03 | 21 | 23.53% |
| 30 Sep, 03 | 17 | -15.00% |
| 30 Jun, 03 | 20 | -25.93% |
| 31 Mar, 03 | 27 | - |
| 31 Dec, 02 | 27 | 8.00% |
| 30 Sep, 02 | 25 | 13.64% |
| 30 Jun, 02 | 22 | -12.00% |
| 31 Mar, 02 | 25 | 66.67% |
| 31 Dec, 01 | 15 | 66.67% |
| 30 Sep, 01 | 9 | -18.18% |
| 30 Jun, 01 | 11 | 10.00% |
| 31 Mar, 01 | 10 | 100.00% |
| 31 Dec, 00 | 5 | -50.00% |
| 30 Sep, 00 | 10 | 42.86% |
| 30 Jun, 00 | 7 | - |
| 31 Mar, 00 | 7 | 250.00% |
| 31 Dec, 99 | 2 | -33.33% |
| 30 Sep, 99 | 3 | -70.00% |
| 30 Jun, 99 | 10 | 900.00% |
| 31 Mar, 99 | 1 | - |
378 institutional shareholders have increased their position in BRO stock as of 30 Jun 24 compared to 365 in the previous quarter (a 3.56% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 225 | 1.81% |
| 31 Mar, 24 | 221 | -1.78% |
| 31 Dec, 23 | 225 | 3.69% |
| 30 Sep, 23 | 217 | 13.02% |
| 30 Jun, 23 | 192 | 9.71% |
| 31 Mar, 23 | 175 | -8.85% |
| 31 Dec, 22 | 192 | -12.73% |
| 30 Sep, 22 | 220 | 22.91% |
| 30 Jun, 22 | 179 | -7.73% |
| 31 Mar, 22 | 194 | 10.23% |
| 31 Dec, 21 | 176 | 10.69% |
| 30 Sep, 21 | 159 | -10.17% |
| 30 Jun, 21 | 177 | 12.74% |
| 31 Mar, 21 | 157 | 7.53% |
| 31 Dec, 20 | 146 | -7.01% |
| 30 Sep, 20 | 157 | 6.80% |
| 30 Jun, 20 | 147 | 6.52% |
| 31 Mar, 20 | 138 | 20.00% |
| 31 Dec, 19 | 115 | -10.16% |
| 30 Sep, 19 | 128 | 23.08% |
| 30 Jun, 19 | 104 | -10.34% |
| 31 Mar, 19 | 116 | 16.00% |
| 31 Dec, 18 | 100 | 6.38% |
| 30 Sep, 18 | 94 | -5.05% |
| 30 Jun, 18 | 99 | 350.00% |
| 31 Mar, 18 | 22 | -79.44% |
| 31 Dec, 17 | 107 | 12.63% |
| 30 Sep, 17 | 95 | 5.56% |
| 30 Jun, 17 | 90 | 8.43% |
| 31 Mar, 17 | 83 | -1.19% |
| 31 Dec, 16 | 84 | -1.18% |
| 30 Sep, 16 | 85 | 25.00% |
| 30 Jun, 16 | 68 | -17.07% |
| 31 Mar, 16 | 82 | 5.13% |
| 31 Dec, 15 | 78 | -3.70% |
| 30 Sep, 15 | 81 | -8.99% |
| 30 Jun, 15 | 89 | 32.84% |
| 31 Mar, 15 | 67 | -28.72% |
| 31 Dec, 14 | 94 | 8.05% |
| 30 Sep, 14 | 87 | - |
| 30 Jun, 14 | 87 | -2.25% |
| 31 Mar, 14 | 89 | -11.00% |
| 31 Dec, 13 | 100 | 36.99% |
| 30 Sep, 13 | 73 | 73.81% |
| 30 Jun, 13 | 42 | 16.67% |
| 31 Mar, 13 | 36 | 20.00% |
| 31 Dec, 12 | 30 | 15.38% |
| 30 Sep, 12 | 26 | -27.78% |
| 30 Jun, 12 | 36 | 16.13% |
| 31 Mar, 12 | 31 | 10.71% |
| 31 Dec, 11 | 28 | 12.00% |
| 30 Sep, 11 | 25 | -13.79% |
| 30 Jun, 11 | 29 | 20.83% |
| 31 Mar, 11 | 24 | - |
| 31 Dec, 10 | 24 | -4.00% |
| 30 Sep, 10 | 25 | -13.79% |
| 30 Jun, 10 | 29 | 45.00% |
| 31 Mar, 10 | 20 | -16.67% |
| 31 Dec, 09 | 24 | 9.09% |
| 30 Sep, 09 | 22 | - |
| 30 Jun, 09 | 22 | - |
| 31 Mar, 09 | 22 | 10.00% |
| 31 Dec, 08 | 20 | -23.08% |
| 30 Sep, 08 | 26 | 18.18% |
| 30 Jun, 08 | 22 | -12.00% |
| 31 Mar, 08 | 25 | 78.57% |
| 31 Dec, 07 | 14 | -39.13% |
| 30 Sep, 07 | 23 | 15.00% |
| 30 Jun, 07 | 20 | -9.09% |
| 31 Mar, 07 | 22 | 29.41% |
| 31 Dec, 06 | 17 | -5.56% |
| 30 Sep, 06 | 18 | -10.00% |
| 30 Jun, 06 | 20 | 11.11% |
| 31 Mar, 06 | 18 | 800.00% |
| 31 Dec, 05 | 2 | -88.24% |
| 30 Sep, 05 | 17 | 54.55% |
| 30 Jun, 05 | 11 | -21.43% |
| 31 Mar, 05 | 14 | 16.67% |
| 31 Dec, 04 | 12 | -20.00% |
| 30 Sep, 04 | 15 | 15.38% |
| 30 Jun, 04 | 13 | -13.33% |
| 31 Mar, 04 | 15 | -11.76% |
| 31 Dec, 03 | 17 | 6.25% |
| 30 Sep, 03 | 16 | 33.33% |
| 30 Jun, 03 | 12 | -7.69% |
| 31 Mar, 03 | 13 | 18.18% |
| 31 Dec, 02 | 11 | 266.67% |
| 30 Sep, 02 | 3 | -50.00% |
| 30 Jun, 02 | 6 | 500.00% |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | - | -100.00% |
| 30 Sep, 01 | 3 | - |
| 30 Jun, 01 | 3 | -25.00% |
| 31 Mar, 01 | 4 | - |
| 31 Dec, 00 | 4 | 300.00% |
| 30 Sep, 00 | 1 | -50.00% |
| 30 Jun, 00 | 2 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 2 | 100.00% |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | - | - |
| 31 Mar, 99 | - | - |
225 institutional shareholders have reduced their position in BRO stock as of 30 Jun 24 compared to 221 in the previous quarter (a 1.81% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 723 | 2.84% | 205,279,464 | 2.18% | 73.05% | 1.43% | 378 | 3.56% | 225 | 1.81% |
| 31 Mar, 24 | 703 | 4.15% | 200,893,516 | -1.04% | 71.49% | 1.36% | 365 | 6.73% | 221 | -1.78% |
| 31 Dec, 23 | 675 | 8.70% | 203,010,516 | 2.23% | 72.61% | 1.44% | 342 | 22.14% | 225 | 3.69% |
| 30 Sep, 23 | 621 | 3.67% | 198,574,672 | -1.96% | 70.94% | 1.35% | 280 | -7.89% | 217 | 13.02% |
| 30 Jun, 23 | 599 | 5.46% | 202,537,495 | 0.33% | 72.49% | 1.38% | 304 | 3.40% | 192 | 9.71% |
| 31 Mar, 23 | 568 | -0.35% | 201,871,433 | 0.47% | 72.46% | 1.38% | 294 | -2.97% | 175 | -8.85% |
| 31 Dec, 22 | 570 | 1.97% | 200,927,838 | 0.68% | 72.41% | 1.40% | 303 | 19.29% | 192 | -12.73% |
| 30 Sep, 22 | 559 | -2.44% | 199,567,260 | -1.08% | 71.84% | 1.36% | 254 | -16.99% | 220 | 22.91% |
| 30 Jun, 22 | 573 | -1.88% | 201,745,685 | -1.30% | 72.78% | 1.34% | 306 | 2.34% | 179 | -7.73% |
| 31 Mar, 22 | 584 | 6.57% | 204,408,745 | -0.39% | 73.77% | 1.34% | 299 | 7.55% | 194 | 10.23% |
| 31 Dec, 21 | 548 | 6.61% | 205,214,836 | 0.54% | 74.20% | 1.36% | 278 | 9.02% | 176 | 10.69% |
| 30 Sep, 21 | 514 | 11.02% | 204,114,589 | 1.67% | 73.90% | 1.39% | 255 | 27.50% | 159 | -10.17% |
| 30 Jun, 21 | 463 | 1.98% | 200,765,509 | 0.88% | 72.82% | 1.40% | 200 | -8.26% | 177 | 12.74% |
| 31 Mar, 21 | 454 | -0.22% | 199,012,544 | 0.03% | 72.21% | 1.37% | 218 | -7.63% | 157 | 7.53% |
| 31 Dec, 20 | 455 | 5.57% | 198,954,564 | 0.30% | 72.52% | 1.40% | 236 | 24.21% | 146 | -7.01% |
| 30 Sep, 20 | 431 | 2.86% | 198,354,031 | -2.50% | 71.99% | 1.30% | 190 | -8.21% | 157 | 6.80% |
| 30 Jun, 20 | 419 | 5.81% | 203,432,364 | -0.23% | 74.49% | 1.33% | 207 | 6.15% | 147 | 6.52% |
| 31 Mar, 20 | 396 | 6.74% | 203,902,279 | 0.12% | 74.75% | 1.34% | 195 | -2.01% | 138 | 20.00% |
| 31 Dec, 19 | 371 | -1.59% | 203,666,608 | 1.99% | 74.75% | 1.40% | 199 | 9.34% | 115 | -10.16% |
| 30 Sep, 19 | 377 | 13.90% | 199,700,799 | 0.08% | 73.16% | 1.37% | 182 | 8.33% | 128 | 23.08% |
| 30 Jun, 19 | 331 | 3.76% | 199,535,435 | -1.33% | 73.21% | 1.33% | 168 | 19.15% | 104 | -10.34% |
| 31 Mar, 19 | 319 | 1.92% | 202,229,677 | 0.06% | 74.16% | 1.33% | 141 | -10.76% | 116 | 16.00% |
| 31 Dec, 18 | 313 | -2.80% | 202,116,621 | 0.26% | 74.58% | 1.35% | 158 | -7.06% | 100 | 6.38% |
| 30 Sep, 18 | 322 | 4.55% | 201,598,751 | -0.05% | 74.39% | 1.33% | 170 | 11.11% | 94 | -5.05% |
| 30 Jun, 18 | 308 | -4.05% | 201,702,743 | 2.24% | 74.68% | 1.40% | 153 | -47.42% | 99 | 350.00% |
| 31 Mar, 18 | 321 | 10.69% | 197,291,219 | 98.00% | 73.02% | 5.46% | 291 | 118.80% | 22 | -79.44% |
| 31 Dec, 17 | 290 | 7.81% | 99,643,253 | -1.36% | 36.56% | 2.66% | 133 | 2.31% | 107 | 12.63% |
| 30 Sep, 17 | 269 | 1.13% | 101,012,706 | -0.64% | 37.04% | 2.68% | 130 | -4.41% | 95 | 5.56% |
| 30 Jun, 17 | 266 | 1.53% | 101,658,483 | 0.33% | 37.19% | 2.71% | 136 | -1.45% | 90 | 8.43% |
| 31 Mar, 17 | 262 | -3.68% | 101,324,279 | -0.90% | 37.05% | 2.64% | 138 | -1.43% | 83 | -1.19% |
| 31 Dec, 16 | 272 | 5.84% | 102,247,563 | -0.33% | 37.44% | 2.65% | 140 | 2.94% | 84 | -1.18% |
| 30 Sep, 16 | 257 | 8.90% | 102,585,111 | -0.36% | 37.59% | 2.62% | 136 | 3.03% | 85 | 25.00% |
| 30 Jun, 16 | 236 | -0.84% | 102,960,211 | -0.75% | 37.86% | 2.59% | 132 | 5.60% | 68 | -17.07% |
| 31 Mar, 16 | 238 | 3.48% | 103,734,686 | 3.94% | 38.26% | 2.92% | 125 | 12.61% | 82 | 5.13% |
| 31 Dec, 15 | 230 | 4.55% | 99,800,053 | -9.08% | 36.21% | 2.28% | 111 | 13.27% | 78 | -3.70% |
| 30 Sep, 15 | 220 | -2.22% | 109,771,620 | 8.51% | 39.86% | 2.95% | 98 | -1.01% | 81 | -8.99% |
| 30 Jun, 15 | 225 | -1.32% | 101,161,719 | -2.05% | 36.78% | 2.68% | 99 | -22.05% | 89 | 32.84% |
| 31 Mar, 15 | 228 | -5.39% | 103,277,509 | 1.24% | 37.05% | 2.83% | 127 | 12.39% | 67 | -28.72% |
| 31 Dec, 14 | 241 | 3.88% | 102,016,024 | -0.26% | 36.19% | 2.75% | 113 | 5.61% | 94 | 8.05% |
| 30 Sep, 14 | 232 | 0.43% | 102,280,183 | 3.14% | 36.29% | 2.95% | 107 | -0.93% | 87 | - |
| 30 Jun, 14 | 231 | -1.28% | 99,162,928 | -4.29% | 35.10% | 2.62% | 108 | -6.09% | 87 | -2.25% |
| 31 Mar, 14 | 234 | -9.65% | 103,610,598 | 3.10% | 36.58% | 2.90% | 115 | -10.16% | 89 | -11.00% |
| 31 Dec, 13 | 259 | 3.60% | 100,490,542 | -4.13% | 35.55% | 2.58% | 128 | -14.09% | 100 | 36.99% |
| 30 Sep, 13 | 250 | 5.93% | 104,821,803 | 5.17% | 37.13% | 2.97% | 149 | -13.87% | 73 | 73.81% |
| 30 Jun, 13 | 236 | 122.64% | 99,672,959 | 124.27% | 35.39% | 14.21% | 173 | 220.37% | 42 | 16.67% |
| 31 Mar, 13 | 106 | 1.92% | 44,443,760 | 2.85% | 15.78% | 6.60% | 54 | -11.48% | 36 | 20.00% |
| 31 Dec, 12 | 104 | 5.05% | 43,211,509 | 4.03% | 15.47% | 6.97% | 61 | 15.09% | 30 | 15.38% |
| 30 Sep, 12 | 99 | -4.81% | 41,538,200 | -8.74% | 14.89% | 5.56% | 53 | 8.16% | 26 | -27.78% |
| 30 Jun, 12 | 104 | -0.95% | 45,514,444 | -1.94% | 16.36% | 5.87% | 49 | -14.04% | 36 | 16.13% |
| 31 Mar, 12 | 105 | 5.00% | 46,412,847 | -4.81% | 16.70% | 5.40% | 57 | 5.56% | 31 | 10.71% |
| 31 Dec, 11 | 100 | - | 48,755,966 | -12.73% | 17.59% | 4.34% | 54 | -10.00% | 28 | 12.00% |
| 30 Sep, 11 | 100 | 3.09% | 55,866,033 | -5.75% | 20.14% | 4.39% | 60 | 20.00% | 25 | -13.79% |
| 30 Jun, 11 | 97 | 14.12% | 59,275,687 | 25.38% | 21.42% | 7.34% | 50 | 13.64% | 29 | 20.83% |
| 31 Mar, 11 | 85 | 11.84% | 47,275,569 | 1.21% | 17.09% | 5.96% | 44 | 10.00% | 24 | - |
| 31 Dec, 10 | 76 | 8.57% | 46,711,336 | 10.64% | 16.93% | 7.25% | 40 | 21.21% | 24 | -4.00% |
| 30 Sep, 10 | 70 | -10.26% | 42,218,749 | 12.58% | 15.29% | 8.24% | 33 | -17.50% | 25 | -13.79% |
| 30 Jun, 10 | 78 | 25.81% | 37,501,563 | 1.96% | 13.62% | 7.63% | 40 | 42.86% | 29 | 45.00% |
| 31 Mar, 10 | 62 | -6.06% | 36,780,954 | 5.31% | 13.36% | 8.25% | 28 | -9.68% | 20 | -16.67% |
| 31 Dec, 09 | 66 | 4.76% | 34,925,677 | 5.45% | 12.73% | 8.75% | 31 | - | 24 | 9.09% |
| 30 Sep, 09 | 63 | -14.86% | 33,121,366 | -16.18% | 12.06% | 6.19% | 31 | -27.91% | 22 | - |
| 30 Jun, 09 | 74 | 7.25% | 39,515,673 | 15.37% | 13.96% | 8.93% | 43 | 10.26% | 22 | - |
| 31 Mar, 09 | 69 | -2.82% | 34,249,869 | -9.03% | 12.51% | 7.02% | 39 | -7.14% | 22 | 10.00% |
| 31 Dec, 08 | 71 | 2.90% | 37,648,803 | 21.41% | 13.35% | 11.05% | 42 | 20.00% | 20 | -23.08% |
| 30 Sep, 08 | 69 | 15.00% | 31,010,083 | 15.13% | 10.99% | 12.00% | 35 | - | 26 | 18.18% |
| 30 Jun, 08 | 60 | - | 26,934,530 | -10.99% | 9.57% | 8.28% | 35 | 12.90% | 22 | -12.00% |
| 31 Mar, 08 | 60 | -1.64% | 30,259,509 | -7.98% | 10.75% | 7.31% | 31 | -22.50% | 25 | 78.57% |
| 31 Dec, 07 | 61 | 7.02% | 32,884,681 | 2.12% | 12.13% | 9.25% | 40 | 33.33% | 14 | -39.13% |
| 30 Sep, 07 | 57 | -9.52% | 32,202,384 | -6.36% | 11.45% | 7.63% | 30 | -9.09% | 23 | 15.00% |
| 30 Jun, 07 | 63 | 3.28% | 34,389,077 | 5.72% | 12.25% | 9.10% | 33 | 10.00% | 20 | -9.09% |
| 31 Mar, 07 | 61 | -11.59% | 32,528,297 | -3.09% | 11.60% | 8.03% | 30 | -26.83% | 22 | 29.41% |
| 31 Dec, 06 | 69 | 16.95% | 33,566,555 | -1.99% | 12.02% | 8.00% | 41 | 32.26% | 17 | -5.56% |
| 30 Sep, 06 | 59 | - | 34,248,989 | 17.38% | 12.26% | 11.21% | 31 | 6.90% | 18 | -10.00% |
| 30 Jun, 06 | 59 | -1.67% | 29,176,681 | -3.92% | 10.46% | 8.81% | 29 | -9.38% | 20 | 11.11% |
| 31 Mar, 06 | 60 | 15.38% | 30,367,289 | 2.59% | 10.89% | 9.55% | 32 | -31.91% | 18 | 800.00% |
| 31 Dec, 05 | 52 | 8.33% | 29,600,501 | 69.99% | 10.68% | 27.02% | 47 | 95.83% | 2 | -88.24% |
| 30 Sep, 05 | 48 | 6.67% | 17,413,217 | 18.50% | 6.29% | 22.28% | 24 | -11.11% | 17 | 54.55% |
| 30 Jun, 05 | 45 | - | 14,695,029 | -8.53% | 5.31% | 15.75% | 27 | 8.00% | 11 | -21.43% |
| 31 Mar, 05 | 45 | 18.42% | 16,065,463 | 4.33% | 5.81% | 18.60% | 25 | 25.00% | 14 | 16.67% |
| 31 Dec, 04 | 38 | - | 15,399,269 | 4.11% | 5.59% | 19.46% | 20 | 5.26% | 12 | -20.00% |
| 30 Sep, 04 | 38 | 11.76% | 14,791,854 | -19.06% | 5.36% | 12.15% | 19 | 26.67% | 15 | 15.38% |
| 30 Jun, 04 | 34 | -10.53% | 18,275,132 | -3.59% | 6.64% | 13.95% | 15 | -16.67% | 13 | -13.33% |
| 31 Mar, 04 | 38 | -9.52% | 18,955,412 | -4.15% | 6.90% | 13.18% | 18 | -14.29% | 15 | -11.76% |
| 31 Dec, 03 | 42 | 16.67% | 19,776,909 | 74.78% | 7.24% | 42.47% | 21 | 23.53% | 17 | 6.25% |
| 30 Sep, 03 | 36 | -7.69% | 11,315,164 | -15.06% | 4.13% | 17.34% | 17 | -15.00% | 16 | 33.33% |
| 30 Jun, 03 | 39 | -9.30% | 13,322,088 | -19.13% | 4.88% | 13.37% | 20 | -25.93% | 12 | -7.69% |
| 31 Mar, 03 | 43 | 7.50% | 16,474,062 | 7.31% | 6.04% | 18.57% | 27 | - | 13 | 18.18% |
| 31 Dec, 02 | 40 | 29.03% | 15,351,962 | 37.98% | 5.70% | 34.36% | 27 | 8.00% | 11 | 266.67% |
| 30 Sep, 02 | 31 | -3.13% | 11,126,398 | -17.66% | 4.07% | 16.67% | 25 | 13.64% | 3 | -50.00% |
| 30 Jun, 02 | 32 | 23.08% | 13,512,172 | -17.60% | 4.94% | 12.16% | 22 | -12.00% | 6 | 500.00% |
| 31 Mar, 02 | 26 | 62.50% | 16,398,423 | 53.64% | 6.38% | 35.05% | 25 | 66.67% | 1 | - |
| 31 Dec, 01 | 16 | 6.67% | 10,673,120 | 68.61% | 4.26% | 66.66% | 15 | 66.67% | - | -100.00% |
| 30 Sep, 01 | 15 | 7.14% | 6,330,155 | 2.61% | 2.53% | 34.95% | 9 | -18.18% | 3 | - |
| 30 Jun, 01 | 14 | - | 6,169,434 | 16.88% | 2.69% | 50.77% | 11 | 10.00% | 3 | -25.00% |
| 31 Mar, 01 | 14 | 40.00% | 5,278,646 | 12.54% | 2.30% | 55.02% | 10 | 100.00% | 4 | - |
| 31 Dec, 00 | 10 | -9.09% | 4,690,500 | -4.51% | 2.05% | 44.58% | 5 | -50.00% | 4 | 300.00% |
| 30 Sep, 00 | 11 | 22.22% | 4,911,948 | 84.10% | 2.14% | 145.35% | 10 | 42.86% | 1 | -50.00% |
| 30 Jun, 00 | 9 | 12.50% | 2,668,023 | 15.11% | 1.21% | 109.15% | 7 | - | 2 | - |
| 31 Mar, 00 | 8 | 33.33% | 2,317,861 | 401.25% | 1.05% | 2382.37% | 7 | 250.00% | - | -100.00% |
| 31 Dec, 99 | 6 | - | 462,417 | -79.79% | 0.21% | 19.03% | 2 | -33.33% | 2 | 100.00% |
| 30 Sep, 99 | 6 | -40.00% | 2,288,540 | -2.28% | 1.05% | 89.15% | 3 | -70.00% | 1 | - |
| 30 Jun, 99 | 10 | 900.00% | 2,341,953 | 317.88% | 1.09% | 1676.82% | 10 | 900.00% | - | - |
| 31 Mar, 99 | 1 | - | 560,437 | - | 0.25% | - | 1 | - | - | - |
Brown & Brown Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|