Brown & Brown Inc (BRO) Ownership

118.86 ↑1.60 (1.36%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Brown & Brown Inc (BRO), owning a total of 29.9 million shares. Combined, the top 33 institutional holders of BRO own 61.50% of the company with a total of 176 million shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders increased their combined ownership of BRO by 1.9 million shares. 12 institutions bought 6,030,708 total additional shares and increased their ownership by an average of 57.14%. However 8 institutions sold 4,164,957 total shares and decreased their ownership by an average of 10.95%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Brown & Brown increased by a net total of 1,865,751 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.446%4.671%29,940,1391,335,9642024-12-31
BlackRock Inc6.512%4.149%18,666,372743,5392024-12-31
Principal Financial Group Inc4.501%0.735%12,901,96894,1212024-12-31
State Street Corp3.890%2.602%11,149,319282,6992024-12-31
Morgan Stanley - Brokerage Accounts2.993%1.400%8,577,216118,3882024-12-31
Select Equity Group LP2.784%-16.654%7,978,907-1,594,3732024-12-31
Geode Capital Management, LLC2.128%1.982%6,099,649118,5692024-12-31
Capital World Investors1.464%15.597%4,195,681566,1162024-12-31
Allspring Global Investments Holdings, LLC1.368%0.176%3,922,3016,8762024-12-31
Amvescap Plc.1.327%11.373%3,803,616388,4112024-12-31
Wells Fargo & Co1.129%-1.228%3,235,045-40,2242024-12-31
NORGES BANK1.072%-8.171%3,072,061-273,3612024-12-31
Royal Bank of Canada1.006%1.983%2,882,42656,0332024-12-31
Manufacturers Life Insurance Co0.841%-1.683%2,410,115-41,2632024-12-31
First Trust Advisors L.P.0.820%626.554%2,350,0392,026,5892024-12-31
Northern Trust Corp0.810%14.476%2,320,198293,4032024-12-31
Fenimore Asset Management Inc0.802%-1.134%2,298,508-26,3682024-12-31
Goldman Sachs Group Inc0.793%-45.190%2,272,136-1,873,3172024-12-31
Barclays PLC0.788%-8.489%2,257,207-209,3752024-12-31
Bank of America Corp0.699%-5.055%2,003,793-106,6762024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.446%4.671%29,940,1391,335,9642024-12-31
BlackRock Inc6.512%4.149%18,666,372743,5392024-12-31
Principal Financial Group Inc4.501%0.735%12,901,96894,1212024-12-31
State Street Corp3.890%2.602%11,149,319282,6992024-12-31
State Street Corporation3.797%0.799%10,832,04085,8442024-03-31
Morgan Stanley - Brokerage Accounts2.993%1.400%8,577,216118,3882024-12-31
Select Equity Group LP2.784%-16.654%7,978,907-1,594,3732024-12-31
Geode Capital Management, LLC2.128%1.982%6,099,649118,5692024-12-31
Atlanta Capital Management Company,LLC2.136%-0.151%6,056,264-9,1352022-09-30
Capital World Investors1.464%15.597%4,195,681566,1162024-12-31
Allspring Global Investments Holdings, LLC1.368%0.176%3,922,3016,8762024-12-31
Amvescap Plc.1.327%11.373%3,803,616388,4112024-12-31
T. Rowe Price Associates, Inc.1.305%-2.429%3,700,864-92,1112023-03-31
Wells Fargo & Co1.129%-1.228%3,235,045-40,2242024-12-31
Arnhold & S. Bleichroeder Advisers, LLC1.086%0.077%3,104,8482,3982024-09-30
NORGES BANK1.072%-8.171%3,072,061-273,3612024-12-31
APG Asset Management1.045%-16.838%2,963,180-599,9802022-12-31
Apg All Pensions Group1.018%-3.645%2,910,542-110,1052024-06-30
Royal Bank of Canada1.006%1.983%2,882,42656,0332024-12-31
Clarkston Capital Partners, LLC0.917%0.054%2,616,8251,4002024-03-31
Manufacturers Life Insurance Co0.841%-1.683%2,410,115-41,2632024-12-31
First Trust Advisors L.P.0.820%626.554%2,350,0392,026,5892024-12-31
Northern Trust Corp0.810%14.476%2,320,198293,4032024-12-31
Atlantic Trust Group, LLC0.813%-2.785%2,311,768-66,2302022-09-30
Fenimore Asset Management Inc0.802%-1.134%2,298,508-26,3682024-12-31
Goldman Sachs Group Inc0.793%-45.190%2,272,136-1,873,3172024-12-31
Barclays PLC0.788%-8.489%2,257,207-209,3752024-12-31
ProShare Advisors LLC0.768%-2.534%2,194,639-57,0622024-06-30
Bank of America Corp0.699%-5.055%2,003,793-106,6762024-12-31
JPMorgan Chase & Co0.687%-17.400%1,965,084-413,9582024-09-30
Bank of New York Mellon Corp0.606%-2.894%1,732,459-51,6392023-09-30
California Public Employees Retrmnt Sys0.602%-0.644%1,705,515-11,0462022-09-30
Millennium Management LLC0.549%-3.034%1,555,771-48,6712023-03-31

Mutual Fund Ownership

Principal MidCap R5 is the biggest individual fund holder of Brown & Brown Inc (BRO), owning a total of 9.7 million shares. Combined, the top 39 mutual fund holders of BRO own 44.69% of the company with a total of 127.7 million shares.

In the latest ownership report on March 31st 2025, the top 39 fund holders increased their combined ownership of BRO by 10 thousand shares. 1 funds bought 8,400 total additional shares and increased their ownership by an average of 0.29%. However 2 funds sold 18,752 total shares and decreased their ownership by an average of 0.37%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Brown & Brown decreased by a net total of -10,352 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P 500 ETF1.010%0.291%2,895,0818,4002025-03-31
SPDR® S&P 500® ETF Trust1.003%-0.519%2,876,038-15,0122025-03-31
The Financial Select Sector SPDR® ETF0.614%-0.212%1,758,964-3,7402025-03-31
ProShares S&P 500 Dividend Aristocrats0.558%0.000%1,599,39702025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Principal MidCap R53.389%-0.232%9,713,052-22,6302025-02-28
Principal Aligned MidCap Equity3.351%0.704%9,605,70367,1692024-12-31
PGI Mid-Cap Equity3.070%3.061%8,706,491258,6132023-06-30
Vanguard Total Stock Mkt Idx Inv2.675%0.149%7,666,95011,4312025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr2.465%1.875%7,014,234129,1122023-03-31
Vanguard Institutional 500 Index Trust2.297%0.681%6,582,39244,5452025-02-28
Vanguard 500 Index Investor2.000%0.617%5,672,15334,7632023-08-31
Vanguard Mid Cap Index Institutional1.832%0.428%5,249,70122,3942025-02-28
Eaton Vance Atlanta Capital SMID-Cap I1.398%0.000%4,007,88402025-01-31
Allspring Special US Mid Cap Value Eq1.132%0.000%3,244,50002024-12-31
Allspring Mid Value SMA1.132%1,053,310.000%3,244,5003,244,1922024-12-31
Allspring Special Mid Cap Value Inst1.070%-1.224%3,065,900-38,0002025-02-28
Fidelity 500 Index1.037%0.447%2,972,60213,2372025-02-28
iShares Core S&P 500 ETF1.010%0.291%2,895,0818,4002025-03-31
Vanguard Small Cap Index1.012%0.239%2,885,8486,8842024-08-31
SPDR® S&P 500® ETF Trust1.003%-0.519%2,876,038-15,0122025-03-31
SPDR® S&P 500 ETF Trust0.989%0.700%2,820,27719,6002024-05-30
Fidelity® 500 Index0.958%0.803%2,725,60421,7162023-10-31
Vanguard Growth Index Investor0.936%0.050%2,683,5931,3502025-02-28
Parnassus Core Equity Investor0.794%0.000%2,276,2862,276,2862025-02-28
T. Rowe Price US Mid-Cap Value Equity0.713%-3.588%2,021,453-75,2212023-03-31
T. Rowe Price Mid-Cap Value0.713%-3.588%2,021,453-75,2212023-03-31
Clarkston Capital SMID Composite0.695%-20.830%1,983,387-521,8222023-12-31
Vanguard Small Cap Value Index Inv0.679%-0.009%1,936,458-1682024-08-31
Vanguard Mid-Cap Growth ETF0.637%0.810%1,825,11614,6642025-02-28
The Financial Select Sector SPDR® ETF0.614%-0.212%1,758,964-3,7402025-03-31
American Funds Fundamental Invs A0.611%0.000%1,750,00002024-12-31
Capital Group Fundamental Invtrs Comp0.611%0.000%1,750,00002024-12-31
First Trust Capital Strength ETF0.594%-0.102%1,697,691-1,7382024-12-30
Manulife Dividend Income F0.576%9.649%1,640,301144,3472024-05-31
ProShares S&P 500 Dividend Aristocrats0.558%0.000%1,599,39702025-03-31
Financial Select Sector SPDR® ETF0.559%0.032%1,594,9795162024-05-30
Capital Group World Growth & Inc Cmp0.531%40.619%1,519,255438,8462024-12-31
American Funds Capital World Gr&Inc A0.530%40.619%1,519,255438,8462024-12-31
Vanguard Institutional Index I0.524%-0.491%1,497,526-7,3902024-11-30
Invesco S&P 500® Equal Weight ETF0.505%0.109%1,443,8401,5752024-12-31
FAM Value Investor0.505%0.000%1,441,49202024-06-30
SKAGEN Global A0.502%-27.701%1,430,752-548,1842024-08-31
First Eagle Global A0.490%-20.374%1,400,818-358,4352024-11-30

Discussions

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Clean_Teoth

$BRO holding and buying these dips is so easy.

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BumOfWolfStreet

$BRO I'm not afraid.
I'm long
And I'm strong..........

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dogefan77

$BRO we all speculate but nobody knows what going to happen.

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a

$BRO Monday I'm out Apes
going to enjoy these gains

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