Brown & Brown Ownership | Who Owns Brown & Brown?
Brown & Brown Ownership Summary
Brown & Brown is owned by 54.92% institutional investors, 13.07% insiders, and 32.00% retail investors. Vanguard group is the largest institutional shareholder, holding 12.14% of BRO shares. Principal MidCap R5 is the top mutual fund, with 3.35% of its assets in Brown & Brown shares.
BRO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brown & Brown | 54.92% | 13.07% | 32.00% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Insurance Brokers Stocks | 23.76% | 15.83% | 60.40% |
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 | 15.61M | 4.69% | $1.02B |
| 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 |
|---|---|---|---|
| Courant investment management | 116.40K | 7.41% | $7.59M |
| Philosmith capital | 317.45K | 6.96% | $25.30M |
| Jackson hill advisors | 186.00K | 6.27% | $12.13M |
| Triad investment management | 213.77K | 5.49% | $14.90M |
| Gobi capital | 1.10M | 4.99% | $102.81M |
| Incline global management | 165.82K | 4.61% | $15.55M |
| Burkehill global management, lp | 750.00K | 4.00% | $70.34M |
| Tandem investment advisors | 1.19M | 3.79% | $77.28M |
| Dundas partners llp | 666.80K | 3.74% | $53.14M |
| Cortland associates inc/mo | 392.48K | 3.67% | $25.59M |
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 |
| Vanguard fiduciary trust | 1.65M | 0.03% | 1.65M | $107.40M |
Sold Out
| Holder | Change |
|---|---|
| Murphy & mullick capital 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 450 | -44.44% | 72,886,612 | -64.33% | 25 | 0.49% | 217 | -48.46% | 142 | -45.17% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Principal MidCap R5 | 11.36M | 3.35% | 35.69K |
| Principal Aligned MidCap Equity | 11.36M | 3.35% | 25.70K |
| Vanguard Total Stock Mkt Idx Inv | 9.20M | 2.71% | 17.07K |
| Vanguard US Total Market Shares ETF | 7.22M | 2.52% | 5.27K |
| Vanguard Institutional 500 Index Trust | 6.75M | 2.35% | 47.79K |
| American Funds American Balanced A | 7.72M | 2.27% | 1.65M |
| Vanguard 500 Index Investor | 7.45M | 2.19% | -101.33K |
| First Eagle Global A | 6.32M | 1.86% | 2.90M |
| Vanguard Mid Cap Index Institutional | 6.25M | 1.84% | -56.34K |
| Parnassus Core Equity Investor | 4.95M | 1.45% | -145.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 26, 2024 | BROWN HYATT J | Chairman | Sell | $3.34M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
BRO Ownership FAQ
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