Brown & Brown, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 21.92 M | $1.43 B | 0.67% | 6.58% |
| 05/15/2026 | 18.92 M | $1.23 B | 100.00% | 5.68% | |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 16.49 M | $1.08 B | -7.79% | 4.95% |
| FMR LLC | 05/15/2026 | 16.05 M | $1.05 B | 52.33% | 4.82% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 15.61 M | $1.02 B | 1.60% | 4.69% |
| 05/08/2026 | 14.59 M | $951.18 M | 100.00% | 4.38% | |
| STATE STREET CORP | 05/15/2026 | 13.78 M | $898.36 M | 2.78% | 4.14% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 8.82 M | $575.36 M | 100.00% | 2.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 8.14 M | $528.78 M | 2.33% | 2.44% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 8.02 M | $523.12 M | -14.97% | 2.41% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 05/15/2026 | 5.87 M | $382.86 M | 29.36% | 1.76% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 4.20 M | $274.01 M | 6.94% | 1.26% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 3.89 M | $253.78 M | 100.00% | 1.17% |
| BARCLAYS PLC | 05/15/2026 | 3.68 M | $239.96 M | 8.29% | 1.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.62 M | $236.27 M | 45.23% | 1.09% |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.57 M | $232.79 M | 5.10% | 1.07% |
| INVESCO LTD. | 05/12/2026 | 3.48 M | $227.02 M | 21.79% | 1.05% |
| MORGAN STANLEY | 05/15/2026 | 3.24 M | $211.60 M | -29.76% | 0.97% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.14 M | $204.72 M | 29.47% | 0.94% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.00 M | $195.53 M | -0.35% | 0.90% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 2.61 M | $170.23 M | -44.02% | 0.78% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 2.54 M | $163.89 M | -9.19% | 0.76% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.45 M | $159.68 M | -0.30% | 0.74% |
| MADISON ASSET MANAGEMENT, LLC | 05/07/2026 | 2.31 M | $150.48 M | 16.13% | 0.69% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.28 M | $148.72 M | 4.39% | 0.68% |
| FENIMORE ASSET MANAGEMENT INC | 05/15/2026 | 2.22 M | $144.97 M | 1.81% | 0.67% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 2.19 M | $142.67 M | 18.28% | 0.66% |
| UBS GROUP AG | 05/05/2026 | 1.86 M | $120.99 M | -5.93% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.83 M | $119.17 M | 4.21% | 0.55% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 1.77 M | $115.41 M | 30.31% | 0.53% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.71 M | $111.57 M | -0.73% | 0.51% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.71 M | $108.35 M | 2,190.25% | 0.51% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.65 M | $107.40 M | 100.00% | 0.49% |
| GOBI CAPITAL LLC | 05/15/2026 | 1.62 M | $105.71 M | 13.46% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 1.57 M | $102.63 M | 46.55% | 0.47% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 1.54 M | $100.24 M | 100.00% | 0.46% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.51 M | $98.67 M | 1.50% | 0.45% |
| POLAR CAPITAL HOLDINGS PLC | 05/15/2026 | 1.44 M | $93.90 M | 55.68% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.39 M | $90.71 M | 0.14% | 0.42% |
| TANDEM INVESTMENT ADVISORS, INC. | 05/07/2026 | 1.19 M | $77.28 M | -8.26% | 0.36% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.17 M | $75.99 M | 100.00% | 0.35% |
| RATHBONES GROUP PLC | 06/09/2026 | 1.15 M | $75.27 M | 17.66% | 0.35% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.11 M | $72.50 M | -0.04% | 0.33% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 1.09 M | $70.89 M | 17.13% | 0.33% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 1.03 M | $67.12 M | -7.09% | 0.31% |
| CITADEL ADVISORS LLC | 05/15/2026 | 986.73 K | $64.34 M | 775.08% | 0.30% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 968.27 K | $63.14 M | -11.92% | 0.29% |
| 05/05/2026 | 945.70 K | $61.67 M | 37.23% | 0.28% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 873.34 K | $56.95 M | 1,908.97% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 855.78 K | $55.81 M | -15.11% | 0.26% |
Brown & Brown, Inc. institutional Ownership - FAQ's
During the previous two years, 1171 institutional investors and hedge funds held shares of Brown & Brown, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 21.92 M
Capital World Investors: 16.49 M
FMR LLC: 16.05 M
PRINCIPAL FINANCIAL GROUP INC: 15.61 M
STATE STREET CORP: 13.78 M
First Eagle Investment Management, LLC: 8.82 M
89.84% of Brown & Brown, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 340.78 M shares in the last 24 months. This purchase volume represents approximately $24.22 B in transactions.