Brown & Brown, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 37.63 M | $3.00 B | 0.81% | 11.30% |
| BLACKROCK, INC. | 02/12/2026 | 21.77 M | $1.74 B | 3.80% | 6.54% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 17.89 M | $1.43 B | 2.33% | 5.77% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 15.36 M | $1.22 B | -0.35% | 4.96% |
| STATE STREET CORP | 02/13/2026 | 13.40 M | $1.07 B | 2.16% | 4.03% |
| FMR LLC | 02/17/2026 | 10.54 M | $839.76 M | -11.85% | 3.16% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 9.43 M | $751.95 M | 55.27% | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 7.95 M | $631.49 M | 1.51% | 2.39% |
| NORGES BANK | 02/10/2026 | 6.48 M | $516.84 M | 100.00% | 2.09% |
| PARNASSUS INVESTMENTS, LLC | 02/12/2026 | 6.20 M | $494.52 M | -9.22% | 2.00% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 4.66 M | $371.65 M | 100.00% | 1.50% |
| MORGAN STANLEY | 02/13/2026 | 4.62 M | $368.22 M | -1.59% | 1.39% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 02/13/2026 | 4.54 M | $361.73 M | 132.80% | 1.36% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 3.93 M | $313.18 M | 53.04% | 1.27% |
| BARCLAYS PLC | 02/13/2026 | 3.40 M | $270.82 M | 35.11% | 1.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.40 M | $270.70 M | -30.51% | 1.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.01 M | $239.82 M | -6.11% | 0.90% |
| INVESCO LTD. | 02/19/2026 | 2.86 M | $227.82 M | 19.00% | 0.86% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 2.80 M | $217.52 M | 2.09% | 0.84% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.42 M | $193.11 M | 25.42% | 0.78% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.49 M | $198.83 M | -3.17% | 0.75% |
| NORTHERN TRUST CORP | 02/17/2026 | 2.46 M | $195.76 M | -5.62% | 0.74% |
| FENIMORE ASSET MANAGEMENT INC | 02/02/2026 | 2.18 M | $174.03 M | 1.25% | 0.70% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 2.18 M | $174.12 M | 2.61% | 0.66% |
| MADISON ASSET MANAGEMENT, LLC | 02/04/2026 | 1.99 M | $158.37 M | -1.08% | 0.64% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 2.04 M | $162.73 M | -11.51% | 0.61% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 1.85 M | $147.42 M | 8.83% | 0.60% |
| UBS GROUP AG | 01/29/2026 | 1.97 M | $157.19 M | 31.83% | 0.59% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.75 M | $139.76 M | 2.73% | 0.53% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.72 M | $137.36 M | 9.73% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.39 M | $110.71 M | -2.23% | 0.45% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 1.49 M | $118.81 M | -2.55% | 0.45% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 1.36 M | $108.24 M | 20.44% | 0.44% |
| GOBI CAPITAL LLC | 02/17/2026 | 1.43 M | $113.87 M | 30.33% | 0.43% |
| TANDEM INVESTMENT ADVISORS, INC. | 02/09/2026 | 1.29 M | $102.96 M | -6.74% | 0.42% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 1.11 M | $88.65 M | -3.36% | 0.36% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 1.10 M | $87.52 M | -53.06% | 0.35% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 1.11 M | $88.60 M | -38.55% | 0.33% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 1.11 M | $88.30 M | -7.99% | 0.33% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 02/13/2026 | 1.10 M | $87.62 M | 100.00% | 0.33% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 1.07 M | $85.60 M | 8.81% | 0.32% |
| RATHBONES GROUP PLC | 02/06/2026 | 980.95 K | $78.18 M | 23.44% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.01 M | $80.35 M | -7.29% | 0.30% |
| POLAR CAPITAL HOLDINGS PLC | 02/17/2026 | 925.00 K | $73.72 M | 37.04% | 0.30% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 928.06 K | $73.97 M | 19.55% | 0.28% |
| JAIN GLOBAL LLC | 02/17/2026 | 843.02 K | $67.19 M | 0.00% | 0.27% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 833.05 K | $66.39 M | 1.48% | 0.27% |
| SWISS NATIONAL BANK | 02/12/2026 | 793.60 K | $63.25 M | -7.26% | 0.26% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 777.51 K | $61.97 M | 100.00% | 0.25% |
| CHILTON INVESTMENT CO INC. | 02/17/2026 | 827.87 K | $65.98 M | -49.23% | 0.25% |
Brown & Brown, Inc. institutional Ownership - FAQ's
During the previous two years, 1230 institutional investors and hedge funds held shares of Brown & Brown, Inc.. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 15.61 M
Allspring Global Investments Holdings, LLC: 2.54 M
ProShare Advisors LLC: 2.19 M
UBS Group AG: 1.86 M
Bank of New York Mellon Corp: 1.39 M
Sumitomo Mitsui Trust Holdings, Inc.: 710,890
81.65% of Brown & Brown, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 330.04 M shares in the last 24 months. This purchase volume represents approximately $23.45 B in transactions.