BRO NYSE
Brown & Brown, Inc.
1W: +4.9%
1M: -13.8%
3M: -15.9%
YTD: -24.4%
1Y: -47.8%
3Y: -9.5%
5Y: +14.8%
$57.82
-0.70 (-1.20%)
Weekly Expected Move ±4.6%
$51
$54
$56
$59
$61
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — BRO
971
Institutional Holders
-48 vs prior quarter
0.0%
Ownership
+0.00pp
$17B
Total Invested
90
New Positions
284
Increased
496
Reduced
225
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1193 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 37,842,480 | $2.2B | — | +0.0% | 1Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 37,634,847 | $2.2B | +303,955 | +0.8% | 12Q | SEC ↗ |
| 3 | BlackRock, Inc. | 21,916,747 | $1.3B | +145,802 | +0.7% | 7Q | SEC ↗ |
| 4 | First Eagle Investment Management, LLC NEW | 17,646,324 | $1.0B | — | +0.0% | 1Q | SEC ↗ |
| 5 | Capital World Investors | 16,493,922 | $$954M | -1,392,473 | -7.8% | 12Q | SEC ↗ |
| 6 | FMR LLC | 16,050,696 | $$928M | +5,514,133 | +52.3% | 13Q | SEC ↗ |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 15,608,720 | $$902M | +246,172 | +1.6% | 13Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 14,586,476 | $$843M | — | +0.0% | 1Q | SEC ↗ |
| 9 | STATE STREET CORP | 13,776,462 | $$797M | +372,648 | +2.8% | 13Q | SEC ↗ |
| 10 | Select Equity Group, L.P. | 9,434,802 | $$546M | +3,358,403 | +55.3% | 12Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 8,138,153 | $$471M | +185,196 | +2.3% | 13Q | SEC ↗ |
| 12 | NORGES BANK NEW | 6,484,778 | $$375M | — | +0.0% | 1Q | SEC ↗ |
| 13 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEM | 5,871,215 | $$339M | +1,332,631 | +29.4% | 3Q | SEC ↗ |
| 14 | MORGAN STANLEY | 4,620,122 | $$267M | -74,467 | -1.6% | 12Q | SEC ↗ |
| 15 | DEUTSCHE BANK AG | 4,202,034 | $$243M | +272,573 | +6.9% | 13Q | SEC ↗ |
| 16 | Capital Research Global Investors NEW | 3,891,662 | $$225M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BARCLAYS PLC | 3,679,770 | $$213M | +281,779 | +8.3% | 13Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 3,623,179 | $$209M | +1,128,417 | +45.2% | 13Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 3,569,784 | $$206M | +173,320 | +5.1% | 13Q | SEC ↗ |
| 20 | Invesco Ltd. | 3,481,309 | $$201M | +622,888 | +21.8% | 13Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 3,137,024 | $$181M | +714,054 | +29.5% | 13Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 3,009,060 | $$174M | -195,816 | -6.1% | 12Q | SEC ↗ |
| 23 | Capital International Investors | 2,610,500 | $$151M | -2,052,665 | -44.0% | 2Q | SEC ↗ |
| 24 | Allspring Global Investments Holdings, | 2,544,886 | $$147M | -257,441 | -9.2% | 13Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 2,448,762 | $$142M | -7,410 | -0.3% | 13Q | SEC ↗ |
| 26 | Madison Asset Management, LLC | 2,307,622 | $$133M | +320,512 | +16.1% | 13Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 2,280,602 | $$132M | -2,087,477 | -47.8% | 13Q | SEC ↗ |
| 28 | Fenimore Asset Management Inc | 2,223,136 | $$129M | +39,625 | +1.8% | 13Q | SEC ↗ |
| 29 | ProShare Advisors LLC | 2,187,864 | $$127M | +338,191 | +18.3% | 13Q | SEC ↗ |
| 30 | UBS Group AG | 1,855,365 | $$107M | -116,893 | -5.9% | 13Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,827,462 | $$106M | +73,886 | +4.2% | 13Q | SEC ↗ |
| 32 | NATIXIS ADVISORS, LLC | 1,769,749 | $$102M | +411,663 | +30.3% | 13Q | SEC ↗ |
| 33 | DIMENSIONAL FUND ADVISORS LP | 1,710,837 | $$99M | -12,552 | -0.7% | 13Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 1,708,136 | $$99M | +1,633,553 | +2190.2% | 9Q | SEC ↗ |
| 35 | VANGUARD FIDUCIARY TRUST CO NEW | 1,646,933 | $$95M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Gobi Capital LLC | 1,621,046 | $$94M | +192,369 | +13.5% | 7Q | SEC ↗ |
| 37 | RENAISSANCE TECHNOLOGIES LLC | 1,573,902 | $$91M | +499,902 | +46.5% | 8Q | SEC ↗ |
| 38 | MASSACHUSETTS FINANCIAL SERVICES CO /M NEW | 1,537,185 | $$89M | — | +0.0% | 1Q | SEC ↗ |
| 39 | UBS AM, a distinct business unit of UB | 1,513,122 | $$87M | +22,367 | +1.5% | 13Q | SEC ↗ |
| 40 | Polar Capital Holdings Plc | 1,440,000 | $$83M | +515,000 | +55.7% | 9Q | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 1,391,069 | $$80M | +1,941 | +0.1% | 13Q | SEC ↗ |
| 42 | Tandem Investment Advisors, Inc. | 1,185,144 | $$69M | -106,674 | -8.3% | 13Q | SEC ↗ |
| 43 | Rathbones Group PLC | 1,154,219 | $$67M | -807,689 | -41.2% | 6Q | SEC ↗ |
| 44 | Legal & General Group Plc | 1,111,830 | $$64M | -424 | -0.0% | 13Q | SEC ↗ |
| 45 | Verition Fund Management LLC | 1,087,074 | $$63M | +159,013 | +17.1% | 13Q | SEC ↗ |
| 46 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,029,338 | $$60M | -78,565 | -7.1% | 13Q | SEC ↗ |
| 47 | Champlain Investment Partners, LLC | 968,274 | $$56M | -131,036 | -11.9% | 2Q | SEC ↗ |
| 48 | STOREBRAND ASSET MANAGEMENT AS | 945,700 | $$55M | +256,564 | +37.2% | 1Q | SEC ↗ |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 873,340 | $$50M | +829,868 | +1909.0% | 13Q | SEC ↗ |
| 50 | RAYMOND JAMES FINANCIAL INC | 855,778 | $$49M | -152,354 | -15.1% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 37,842,480 | $2.2B |
| First Eagle Investment Management, | 17,646,324 | $1.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,586,476 | $$843M |
| NORGES BANK | 6,484,778 | $$375M |
| Capital Research Global Investors | 3,891,662 | $$225M |
| VANGUARD FIDUCIARY TRUST CO | 1,646,933 | $$95M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 1,537,185 | $$89M |
| Vanguard Global Advisers, LLC | 640,186 | $$37M |
| Artisan Partners Limited Partnershi | 506,724 | $$29M |
| VANGUARD ASSET MANAGEMENT, Ltd | 506,473 | $$29M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 276,143 | $$16M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 268,900 | $$16M |
| River Road Asset Management, LLC | 157,107 | $$9M |
| Vanguard Investments Australia, Ltd | 144,823 | $$8M |
| CIBC Bancorp USA Inc. | 123,613 | $$7M |
| Courant Investment Management LLC | 116,397 | $$7M |
| Hi-Line Capital Management, LLC | 113,242 | $$7M |
| Sciencast Management LP | 97,049 | $$6M |
| Holocene Advisors, LP | 89,325 | $$5M |
| LBP AM SA | 71,629 | $$4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Freestone Grove Partners LP | 1,144,514 | $$66M |
| Burkehill Global Management, LP | 750,000 | $$43M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 676,700 | $$39M |
| CONGRESS ASSET MANAGEMENT CO | 580,610 | $$34M |
| Gillson Capital LP | 456,930 | $$26M |
| COOKSON PEIRCE & CO INC | 391,711 | $$23M |
| Blackstone Inc. | 350,000 | $$20M |
| Susquehanna Portfolio Strategies, L | 281,531 | $$16M |
| KENSICO CAPITAL MANAGEMENT CORP | 252,000 | $$15M |
| RENAISSANCE GROUP LLC | 250,065 | $$14M |
| Ghisallo Capital Management LLC | 250,000 | $$14M |
| Fortress Investment Group LLC | 240,000 | $$14M |
| Longaeva Partners L.P. | 225,000 | $$13M |
| MOORE CAPITAL MANAGEMENT, LP | 223,360 | $$13M |
| Centiva Capital, LP | 203,074 | $$12M |
| TWO SIGMA ADVISERS, LP | 193,291 | $$11M |
| SEVEN GRAND MANAGERS, LLC | 187,500 | $$11M |
| Sculptor Capital LP | 159,000 | $$9M |
| CAPITAL FUND MANAGEMENT S.A. | 137,444 | $$8M |
| Zimmer Partners, LP | 125,000 | $$7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +5,514,133 | +52.3% | 16,050,696 |
| Select Equity Group, L.P. | +3,358,403 | +55.3% | 9,434,802 |
| JONES FINANCIAL COMPANIES LLLP | +1,633,553 | +2190.2% | 1,708,136 |
| VAN LANSCHOT KEMPEN INVESTMENT MANA | +1,332,631 | +29.4% | 5,871,215 |
| BANK OF AMERICA CORP /DE | +1,128,417 | +45.2% | 3,623,179 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +829,868 | +1909.0% | 873,340 |
| JPMORGAN CHASE & CO | +714,054 | +29.5% | 3,137,024 |
| MILLENNIUM MANAGEMENT LLC | +649,911 | +658.5% | 748,610 |
| Invesco Ltd. | +622,888 | +21.8% | 3,481,309 |
| Polar Capital Holdings Plc | +515,000 | +55.7% | 1,440,000 |
| RENAISSANCE TECHNOLOGIES LLC | +499,902 | +46.5% | 1,573,902 |
| BARR E S & CO | +457,178 | +126.1% | 819,847 |
| NATIXIS ADVISORS, LLC | +411,663 | +30.3% | 1,769,749 |
| STATE STREET CORP | +372,648 | +2.8% | 13,776,462 |
| ProShare Advisors LLC | +338,191 | +18.3% | 2,187,864 |
| Madison Asset Management, LLC | +320,512 | +16.1% | 2,307,622 |
| Korea Investment CORP | +313,540 | +208.6% | 463,838 |
| VANGUARD GROUP INC | +303,955 | +0.8% | 37,634,847 |
| KEYBANK NATIONAL ASSOCIATION/OH | +285,098 | +1864.7% | 300,387 |
| BARCLAYS PLC | +281,779 | +8.3% | 3,679,770 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PARNASSUS INVESTMENTS, LLC | -6,140,616 | -99.0% | 64,113 |
| GOLDMAN SACHS GROUP INC | -2,087,477 | -47.8% | 2,280,602 |
| Capital International Investors | -2,052,665 | -44.0% | 2,610,500 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,886,289 | -92.4% | 155,448 |
| Boston Partners | -1,570,698 | -98.9% | 17,252 |
| Capital World Investors | -1,392,473 | -7.8% | 16,493,922 |
| Caisse de depot et placement du Que | -1,008,172 | -91.8% | 89,986 |
| CHILTON INVESTMENT CO INC. | -820,900 | -99.2% | 6,966 |
| Jain Global LLC | -812,057 | -96.3% | 30,958 |
| Rathbones Group PLC | -807,689 | -41.2% | 1,154,219 |
| HSBC HOLDINGS PLC | -645,218 | -52.8% | 576,256 |
| Corient Private Wealth LLC | -498,200 | -91.3% | 47,436 |
| ABN AMRO INVESTMENT SOLUTIONS | -443,558 | -96.1% | 18,009 |
| Vancity Investment Management Ltd | -382,264 | -67.6% | 183,295 |
| Prana Capital Management, LP | -344,438 | -36.6% | 596,403 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -343,212 | -30.9% | 768,395 |
| PROSPECTOR PARTNERS LLC | -269,746 | -95.8% | 11,876 |
| Allspring Global Investments Holdin | -257,441 | -9.2% | 2,544,886 |
| Allianz Asset Management GmbH | -237,318 | -90.6% | 24,714 |
| Candriam S.C.A. | -228,737 | -55.2% | 185,909 |