Brown & Brown Inc (BRO) Ownership

80.18 ↓0.89 (-1.10%)
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 35.6 million shares. Combined, the top 39 institutional holders of BRO own 68.60% of the company with a total of 219 million shares.

In the latest ownership report on June 30th 2025, the top 39 institutional holders increased their combined ownership of BRO by 31.1 million shares. 17 institutions bought 33,916,407 total additional shares and increased their ownership by an average of 8,572.58%. However 7 institutions sold 2,864,310 total shares and decreased their ownership by an average of 6.72%.

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 31,052,097 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.801%16.800%35,625,3225,124,2032025-06-30
BlackRock Inc6.220%11.566%20,516,5652,126,8932025-06-30
Principal Financial Group Inc4.122%5.061%13,594,961654,9152025-06-30
State Street Corp3.778%11.270%12,460,8211,262,1392025-06-30
Capital World Investors2.926%16.775%9,651,3971,386,4432025-06-30
FMR Inc2.559%1,479.710%8,439,5347,905,2882025-06-30
Geode Capital Management, LLC2.234%16.622%7,369,5761,050,3502025-06-30
Parnassus Investments LLC2.127%-2.915%7,017,120-210,6852025-06-30
Select Equity Group LP1.742%-8.426%5,745,705-528,6672025-06-30
Morgan Stanley - Brokerage Accounts1.735%-22.709%5,721,498-1,681,0322025-06-30
Citadel Advisors Llc1.597%40,523.900%5,267,2975,254,3312025-06-30
Balyasny Asset Management LLC1.351%96,891.200%4,456,7484,452,1532025-06-30
Amvescap Plc.1.263%1.122%4,166,37046,2352025-06-30
NORGES BANK1.186%27.346%3,912,149840,0882025-06-30
Allspring Global Investments Holdings, LLC1.034%-7.977%3,411,227-295,7002025-06-30
Royal Bank of Canada0.969%4.301%3,195,523131,7822025-06-30
Wells Fargo & Co0.953%-3.311%3,143,994-107,6562025-06-30
Barclays PLC0.904%25.099%2,981,838598,2542025-06-30
Bank of America Corp0.820%16.840%2,703,009389,5782025-06-30
Northern Trust Corp0.764%7.027%2,518,757165,3812025-06-30
Caisse De Depot Et Placement Du Quebec0.739%6,673.020%2,438,3542,402,3532025-06-30
Manufacturers Life Insurance Co0.711%-1.532%2,344,254-36,4692025-06-30
Fenimore Asset Management Inc0.649%-0.191%2,140,192-4,1012025-06-30
Goldman Sachs Group Inc0.646%6.282%2,132,117126,0212025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.801%16.800%35,625,3225,124,2032025-06-30
BlackRock Inc6.220%11.566%20,516,5652,126,8932025-06-30
Principal Financial Group Inc4.122%5.061%13,594,961654,9152025-06-30
State Street Corp3.778%11.270%12,460,8211,262,1392025-06-30
State Street Corporation3.797%0.799%10,832,04085,8442024-03-31
Capital World Investors2.926%16.775%9,651,3971,386,4432025-06-30
FMR Inc2.559%1,479.710%8,439,5347,905,2882025-06-30
Geode Capital Management, LLC2.234%16.622%7,369,5761,050,3502025-06-30
Parnassus Investments LLC2.127%-2.915%7,017,120-210,6852025-06-30
Atlanta Capital Management Company,LLC2.136%-0.151%6,056,264-9,1352022-09-30
Select Equity Group LP1.742%-8.426%5,745,705-528,6672025-06-30
Morgan Stanley - Brokerage Accounts1.735%-22.709%5,721,498-1,681,0322025-06-30
Citadel Advisors Llc1.597%40,523.900%5,267,2975,254,3312025-06-30
Balyasny Asset Management LLC1.351%96,891.200%4,456,7484,452,1532025-06-30
Amvescap Plc.1.263%1.122%4,166,37046,2352025-06-30
NORGES BANK1.186%27.346%3,912,149840,0882025-06-30
T. Rowe Price Associates, Inc.1.305%-2.429%3,700,864-92,1112023-03-31
Allspring Global Investments Holdings, LLC1.034%-7.977%3,411,227-295,7002025-06-30
Royal Bank of Canada0.969%4.301%3,195,523131,7822025-06-30
Wells Fargo & Co0.953%-3.311%3,143,994-107,6562025-06-30
Arnhold & S. Bleichroeder Advisers, LLC1.086%0.077%3,104,8482,3982024-09-30
Barclays PLC0.904%25.099%2,981,838598,2542025-06-30
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
Bank of America Corp0.820%16.840%2,703,009389,5782025-06-30
Clarkston Capital Partners, LLC0.917%0.054%2,616,8251,4002024-03-31
Northern Trust Corp0.764%7.027%2,518,757165,3812025-06-30
Caisse De Depot Et Placement Du Quebec0.739%6,673.020%2,438,3542,402,3532025-06-30
First Trust Advisors L.P.0.820%626.554%2,350,0392,026,5892024-12-31
Manufacturers Life Insurance Co0.711%-1.532%2,344,254-36,4692025-06-30
Atlantic Trust Group, LLC0.813%-2.785%2,311,768-66,2302022-09-30
ProShare Advisors LLC0.768%-2.534%2,194,639-57,0622024-06-30
Fenimore Asset Management Inc0.649%-0.191%2,140,192-4,1012025-06-30
Goldman Sachs Group Inc0.646%6.282%2,132,117126,0212025-06-30
Madison Asset Management, LLC0.625%6.175%2,060,954119,8562025-03-31
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 11 million shares. Combined, the top 46 mutual fund holders of BRO own 51.05% of the company with a total of 158.7 million shares.

In the latest ownership report on August 31st 2025, the top 46 fund holders increased their combined ownership of BRO by 35 thousand shares. 1 funds bought 41,745 total additional shares and increased their ownership by an average of 1.25%. However 1 funds sold 6,336 total shares and decreased their ownership by an average of 0.32%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Brown & Brown increased by a net total of 35,409 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500® ETF1.028%1.246%3,391,90141,7452025-08-31
iShares Core S&P 500 ETF1.021%0.000%3,367,11202025-08-31
The Financial Select Sector SPDR® ETF0.605%-0.317%1,995,752-6,3362025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Principal MidCap R53.338%8.466%11,010,674859,4472025-07-31
Principal Aligned MidCap Equity3.085%5.939%10,177,018570,4962025-06-30
Vanguard Total Stock Mkt Idx Inv2.646%-2.223%8,728,604-198,4432025-07-31
PGI Mid-Cap Equity3.070%3.061%8,706,491258,6132023-06-30
Vanguard US Total Market Shares ETF2.520%0.073%7,223,9375,2702024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.465%1.875%7,014,234129,1122023-03-31
Vanguard 500 Index Investor2.103%-12.776%6,936,811-1,016,0762025-07-31
Vanguard Institutional 500 Index Trust2.047%0.713%6,749,94847,7882025-05-31
Vanguard Mid Cap Index Institutional1.873%1.090%6,177,75566,5882025-07-31
Parnassus Core Equity Investor1.515%-1.952%4,995,569-99,4582025-07-31
Fidelity Magellan1.322%-0.985%4,359,330-43,3702025-07-31
Fidelity 500 Index1.077%0.043%3,552,7131,5262025-07-31
SPDR® S&P 500® ETF1.028%1.246%3,391,90141,7452025-08-31
iShares Core S&P 500 ETF1.021%0.000%3,367,11202025-08-31
Vanguard Growth Index Investor1.007%0.351%3,321,77911,6122025-07-31
SPDR® S&P 500 ETF1.031%-1.463%2,954,017-43,8642025-03-31
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
Allspring Mid Value SMA0.848%925,827.000%2,796,3002,795,9982025-06-30
Allspring Special US Mid Cap Value Eq0.848%-8.794%2,796,300-269,6002025-06-30
Fidelity® 500 Index0.958%0.803%2,725,60421,7162023-10-31
Vanguard Mid-Cap Growth ETF0.701%2.552%2,313,04257,5682025-07-31
Allspring Special Mid Cap Value Inst0.686%-19.032%2,264,100-532,2002025-07-31
Capital Group Growth Fnd of Amer Comp0.645%6.413%2,126,220128,1392025-06-30
American Funds Growth Fund of Amer A0.645%6.413%2,126,220128,1392025-06-30
American Funds American Balanced A0.629%12.396%2,076,140228,9752025-06-30
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
Eaton Vance Atlanta Capital SMID-Cap I0.607%0.000%2,000,57302025-05-31
The Financial Select Sector SPDR® ETF0.605%-0.317%1,995,752-6,3362025-08-31
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
Capital Group Fundamental Invtrs Comp0.529%0.000%1,745,21702025-06-30
American Funds Fundamental Invs A0.529%0.000%1,745,21702025-06-30
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

Please log in or register to share your thoughts.

wsb_pro9/8/25 12:51pm

$BRO Beautiful!! 😀

0 Like Report
Clean_Teoth1/11/25 06:12am

$BRO holding and buying these dips is so easy.

0 Like Report