BRO Institutional Ownership
Brown & Brown, Inc.
1W: +2.9%
1M: +17.1%
3M: -3.3%
YTD: -8.0%
1Y: -19.6%
3Y: +5.8%
5Y: +14.4%
$67.55
-3.53 (-4.97%)
After Hours: $67.26 (-0.29, -0.43%)
Weekly Expected Move ±4.8%
$66
$70
$73
$76
$80
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $581.3M held by 425 funds, 97 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BRO
940
Institutional Holders
-40 vs prior quarter
0.0%
Ownership
+0.00pp
$18B
Total Invested
126
New Positions
320
Increased
400
Reduced
123
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1079 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22,113,344 | $1.6B | +196,597 | +0.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 18,941,212 | $1.3B | +19,972 | +0.1% | 2Q | SEC ↗ |
| 3 | FMR LLC | 18,405,749 | $1.3B | +2,355,053 | +14.7% | 51Q | SEC ↗ |
| 4 | PRINCIPAL FINANCIAL GROUP INC | 15,721,830 | $1.1B | +113,110 | +0.7% | 83Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,631,444 | $1.0B | +44,968 | +0.3% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 14,514,119 | $1.0B | +737,657 | +5.4% | 46Q | SEC ↗ |
| 7 | Capital World Investors | 14,465,915 | $1.0B | -2,028,007 | -12.3% | 13Q | SEC ↗ |
| 8 | First Eagle Investment Management, LLC | 11,727,514 | $834M | +2,904,352 | +32.9% | 2Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 8,230,737 | $585M | +92,584 | +1.1% | 92Q | SEC ↗ |
| 10 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEM | 6,709,042 | $477M | +837,827 | +14.3% | 4Q | SEC ↗ |
| 11 | Orbis Allan Gray Ltd NEW | 5,371,080 | $382M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Select Equity Group, L.P. | 4,892,500 | $348M | -3,129,623 | -39.0% | 40Q | SEC ↗ |
| 13 | NORGES BANK NEW | 4,396,401 | $312M | — | +0.0% | 1Q | SEC ↗ |
| 14 | DEUTSCHE BANK AG | 4,161,199 | $296M | -40,835 | -1.0% | 52Q | SEC ↗ |
| 15 | Invesco Ltd. | 4,098,277 | $291M | +616,968 | +17.7% | 87Q | SEC ↗ |
| 16 | Capital Research Global Investors | 3,913,022 | $278M | +21,360 | +0.5% | 2Q | SEC ↗ |
| 17 | MORGAN STANLEY | 3,869,724 | $275M | +624,752 | +19.3% | 60Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 3,637,032 | $259M | +1,356,430 | +59.5% | 15Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 3,554,971 | $253M | -68,208 | -1.9% | 15Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 3,471,860 | $247M | -97,924 | -2.7% | 69Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 3,097,240 | $220M | -39,784 | -1.3% | 103Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 2,641,788 | $188M | -356,673 | -11.9% | 101Q | SEC ↗ |
| 23 | NORTHERN TRUST CORP | 2,469,722 | $176M | +20,960 | +0.9% | 109Q | SEC ↗ |
| 24 | ProShare Advisors LLC | 2,406,478 | $171M | +218,614 | +10.0% | 78Q | SEC ↗ |
| 25 | Fenimore Asset Management Inc | 2,243,843 | $159M | +20,707 | +0.9% | 109Q | SEC ↗ |
| 26 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 2,169,415 | $154M | +632,230 | +41.1% | 2Q | SEC ↗ |
| 27 | Madison Asset Management, LLC | 2,161,022 | $154M | -146,600 | -6.4% | 27Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP | 1,993,822 | $142M | +828,538 | +71.1% | 2Q | SEC ↗ |
| 29 | NATIXIS ADVISORS, LLC | 1,906,350 | $136M | +136,601 | +7.7% | 42Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,898,071 | $135M | +70,609 | +3.9% | 15Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 1,898,071 | $135M | — | +0.0% | 1Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 1,795,003 | $128M | +86,867 | +5.1% | 10Q | SEC ↗ |
| 33 | Gobi Capital LLC | 1,780,046 | $127M | +159,000 | +9.8% | 8Q | SEC ↗ |
| 34 | Polar Capital Holdings Plc | 1,725,000 | $123M | +285,000 | +19.8% | 10Q | SEC ↗ |
| 35 | UBS Group AG | 1,691,851 | $120M | -163,514 | -8.8% | 47Q | SEC ↗ |
| 36 | DIMENSIONAL FUND ADVISORS LP | 1,660,686 | $118M | -50,151 | -2.9% | 102Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 1,634,644 | $116M | -12,289 | -0.7% | 2Q | SEC ↗ |
| 38 | UBS AM, a distinct business unit of UB | 1,487,718 | $106M | -25,404 | -1.7% | 63Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 1,380,970 | $98M | -10,099 | -0.7% | 76Q | SEC ↗ |
| 40 | Gotham Asset Management, LLC | 1,218,762 | $87M | +708,741 | +139.0% | 20Q | SEC ↗ |
| 41 | Legal & General Group Plc | 1,077,023 | $77M | -34,807 | -3.1% | 27Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 963,777 | $69M | +897,155 | +1346.6% | 62Q | SEC ↗ |
| 43 | STOREBRAND ASSET MANAGEMENT AS | 936,445 | $67M | -9,255 | -1.0% | 26Q | SEC ↗ |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 904,200 | $64M | -669,702 | -42.6% | 9Q | SEC ↗ |
| 45 | Quantum Capital Management, LLC / NJ | 903,253 | $64M | +261,640 | +40.8% | 10Q | SEC ↗ |
| 46 | Tandem Investment Advisors, Inc. | 889,649 | $63M | -295,495 | -24.9% | 39Q | SEC ↗ |
| 47 | CITIGROUP INC | 861,844 | $61M | +121,313 | +16.4% | 109Q | SEC ↗ |
| 48 | BARR E S & CO | 817,719 | $58M | -2,128 | -0.3% | 5Q | SEC ↗ |
| 49 | Swiss National Bank | 814,000 | $58M | -37,700 | -4.4% | 53Q | SEC ↗ |
| 50 | Capital International Investors | 802,328 | $57M | -1,808,172 | -69.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Orbis Allan Gray Ltd | 5,371,080 | $382M |
| NORGES BANK | 4,396,401 | $312M |
| Sixth Street Partners Management Co | 1,898,071 | $135M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 503,318 | $36M |
| Curated Wealth Partners LLC | 500,000 | $36M |
| ABSHER WEALTH MANAGEMENT, LLC | 418,399 | $30M |
| Lighthouse Investment Partners, LLC | 236,186 | $17M |
| Weiss Asset Management LP | 168,337 | $12M |
| Interval Partners, LP | 108,432 | $8M |
| ELEMENT CAPITAL MANAGEMENT LLC | 78,300 | $6M |
| Waratah Capital Advisors Ltd. | 77,951 | $6M |
| DEROY & DEVEREAUX PRIVATE INVESTMEN | 68,750 | $5M |
| BRANDES INVESTMENT PARTNERS, LP | 62,114 | $4M |
| Nutshell Asset Management Ltd | 58,739 | $4M |
| Nykredit A/S | 56,132 | $4M |
| Meiji Yasuda Asset Management Co Lt | 51,289 | $4M |
| Edgestream Partners, L.P. | 46,616 | $3M |
| Poehling Capital Management, INC. | 39,188 | $3M |
| Wedmont Private Capital | 28,730 | $2M |
| Jupiter Topco LLC | 24,402 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Verition Fund Management LLC | 1,087,074 | $77M |
| Prana Capital Management, LP | 596,403 | $42M |
| CONGRESS ASSET MANAGEMENT CO | 580,610 | $41M |
| OSTERWEIS CAPITAL MANAGEMENT INC | 397,311 | $28M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 276,143 | $20M |
| Port Capital LLC | 269,547 | $19M |
| SEVEN GRAND MANAGERS, LLC | 187,500 | $13M |
| SPEECE THORSON CAPITAL GROUP INC | 144,149 | $10M |
| FORA Capital, LLC | 143,923 | $10M |
| ExodusPoint Capital Management, LP | 137,499 | $10M |
| Motley Fool Wealth Management, LLC | 126,766 | $9M |
| Tredje AP-fonden | 117,770 | $8M |
| Sciencast Management LP | 97,049 | $7M |
| Cornerstone Advisors, LLC | 95,028 | $7M |
| Moran Wealth Management, LLC | 93,521 | $7M |
| Caisse de depot et placement du Que | 89,986 | $6M |
| COOPER INVESTORS PTY LTD | 81,433 | $6M |
| XTX Topco Ltd | 71,980 | $5M |
| LBP AM SA | 71,629 | $5M |
| SAWGRASS ASSET MANAGEMENT LLC | 69,482 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| First Eagle Investment Management, | +2,904,352 | +32.9% | 11,727,514 |
| FMR LLC | +2,355,053 | +14.7% | 18,405,749 |
| GOLDMAN SACHS GROUP INC | +1,356,430 | +59.5% | 3,637,032 |
| AQR CAPITAL MANAGEMENT LLC | +897,155 | +1346.6% | 963,777 |
| VAN LANSCHOT KEMPEN INVESTMENT MANA | +837,827 | +14.3% | 6,709,042 |
| TWO SIGMA INVESTMENTS, LP | +828,538 | +71.1% | 1,993,822 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +779,033 | +7930.7% | 788,856 |
| FIRST TRUST ADVISORS LP | +745,895 | +6803.1% | 756,859 |
| STATE STREET CORP | +737,657 | +5.4% | 14,514,119 |
| Gotham Asset Management, LLC | +708,741 | +139.0% | 1,218,762 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +632,230 | +41.1% | 2,169,415 |
| MORGAN STANLEY | +624,752 | +19.3% | 3,869,724 |
| Invesco Ltd. | +616,968 | +17.7% | 4,098,277 |
| SG Americas Securities, LLC | +341,596 | +102.8% | 673,809 |
| Woodline Partners LP | +313,436 | +5496.9% | 319,138 |
| Polar Capital Holdings Plc | +285,000 | +19.8% | 1,725,000 |
| Assenagon Asset Management S.A. | +284,692 | +6588.6% | 289,013 |
| Quantum Capital Management, LLC / N | +261,640 | +40.8% | 903,253 |
| ProShare Advisors LLC | +218,614 | +10.0% | 2,406,478 |
| BlackRock, Inc. | +196,597 | +0.9% | 22,113,344 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Select Equity Group, L.P. | -3,129,623 | -39.0% | 4,892,500 |
| BARCLAYS PLC | -2,908,842 | -79.0% | 770,928 |
| Allspring Global Investments Holdin | -2,526,044 | -99.3% | 18,842 |
| Capital World Investors | -2,028,007 | -12.3% | 14,465,915 |
| Capital International Investors | -1,808,172 | -69.3% | 802,328 |
| Rathbones Group PLC | -1,144,611 | -99.2% | 9,608 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -1,026,886 | -99.8% | 2,452 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -853,873 | -97.8% | 19,467 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -734,411 | -95.6% | 33,984 |
| Champlain Investment Partners, LLC | -672,594 | -69.5% | 295,680 |
| RENAISSANCE TECHNOLOGIES LLC | -669,702 | -42.6% | 904,200 |
| PFA Pension, Forsikringsaktieselska | -573,611 | -99.6% | 2,267 |
| National Pension Service | -470,131 | -93.5% | 32,463 |
| WELLS FARGO & COMPANY/MN | -356,673 | -11.9% | 2,641,788 |
| RAYMOND JAMES FINANCIAL INC | -336,521 | -39.3% | 519,257 |
| CITADEL ADVISORS LLC | -311,442 | -31.6% | 675,291 |
| Korea Investment CORP | -309,112 | -66.6% | 154,726 |
| SEI INVESTMENTS CO | -305,493 | -81.1% | 71,268 |
| Tandem Investment Advisors, Inc. | -295,495 | -24.9% | 889,649 |
| FEDERATED HERMES, INC. | -294,440 | -96.1% | 12,096 |