Brown & Brown, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 29.94 M | $3.05 B | 4.67% | 10.62% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 18.67 M | $1.90 B | 4.15% | 6.60% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 12.90 M | $1.32 B | 0.73% | 4.58% |
STATE STREET CORP | 02/14/2025 | 11.15 M | $1.14 B | 2.60% | 3.94% |
SELECT EQUITY GROUP, L.P. | 02/14/2025 | 7.98 M | $814.01 M | -16.65% | 2.83% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 6.10 M | $620.74 M | 1.98% | 2.16% |
CAPITAL WORLD INVESTORS | 02/13/2025 | 4.20 M | $428.04 M | 15.60% | 1.49% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 3.92 M | $394.38 M | 0.18% | 1.39% |
INVESCO LTD. | 02/13/2025 | 3.80 M | $388.04 M | 11.37% | 1.35% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 3.24 M | $330.04 M | -1.23% | 1.14% |
NORGES BANK | 02/12/2025 | 3.07 M | $313.41 M | 100.00% | 1.09% |
ROYAL BANK OF CANADA | 02/14/2025 | 2.88 M | $294.07 M | 1.98% | 1.02% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 2.41 M | $245.88 M | -1.68% | 0.85% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 2.35 M | $239.75 M | 626.55% | 0.83% |
FENIMORE ASSET MANAGEMENT INC | 01/21/2025 | 2.30 M | $234.49 M | -1.13% | 0.81% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 2.27 M | $231.80 M | -45.19% | 0.81% |
BARCLAYS PLC | 02/13/2025 | 2.26 M | $230.28 M | -8.49% | 0.80% |
MADISON ASSET MANAGEMENT, LLC | 02/10/2025 | 1.94 M | $198.03 M | 11.90% | 0.69% |
MADISON INVESTMENT ADVISORS, LLC | 02/11/2025 | 1.94 M | $198.03 M | 100.00% | 0.69% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 1.91 M | $195.30 M | -38.35% | 0.68% |
PROSHARE ADVISORS LLC | 02/14/2025 | 1.85 M | $188.34 M | -1.39% | 0.65% |
ROYAL LONDON ASSET MANAGEMENT LTD | 02/11/2025 | 1.77 M | $180.38 M | 2.96% | 0.62% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 1.61 M | $164.38 M | 3.00% | 0.57% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 1.57 M | $159.79 M | 18.11% | 0.56% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.56 M | $159.58 M | 1.74% | 0.55% |
DEUTSCHE BANK AG\ | 02/14/2025 | 1.43 M | $146.05 M | 22.74% | 0.51% |
UBS GROUP AG | 02/14/2025 | 1.40 M | $142.53 M | 90.18% | 0.50% |
CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 1.39 M | $142.62 M | -1.53% | 0.49% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.38 M | $140.48 M | -0.91% | 0.49% |
CLOSE ASSET MANAGEMENT LTD | 01/28/2025 | 1.37 M | $139.49 M | 0.00% | 0.48% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.36 M | $138.39 M | 3.11% | 0.48% |
CONGRESS ASSET MANAGEMENT CO /MA | 01/30/2025 | 1.27 M | $130.06 M | -6.40% | 0.45% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 1.10 M | $112.67 M | -24.34% | 0.39% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 1.10 M | $112.52 M | -0.62% | 0.39% |
GOBI CAPITAL LLC | 02/14/2025 | 1.08 M | $109.86 M | 8.99% | 0.38% |
CHILTON INVESTMENT CO INC. | 02/14/2025 | 1.03 M | $105.32 M | 35.67% | 0.37% |
CLARKSTON CAPITAL PARTNERS, LLC | 02/13/2025 | 947,980 | $96.71 M | -2.92% | 0.34% |
NATIXIS ADVISORS, L.P. | 02/10/2025 | 841,768 | $85.88 M | 8.00% | 0.30% |
MACQUARIE GROUP LTD | 02/14/2025 | 808,922 | $81.59 M | 1,711.82% | 0.29% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 754,556 | $76.98 M | -5.22% | 0.27% |
TANDEM INVESTMENT ADVISORS, INC. | 02/03/2025 | 746,032 | $76.11 M | 10.12% | 0.26% |
JPMORGAN CHASE & CO | 02/12/2025 | 716,957 | $73.14 M | -27.03% | 0.25% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 704,908 | $71.91 M | 100.00% | 0.25% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 687,095 | $70.10 M | 9,262.24% | 0.24% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 685,257 | $69.91 M | 0.59% | 0.24% |
SWISS NATIONAL BANK | 02/10/2025 | 685,000 | $69.88 M | -4.73% | 0.24% |
AMUNDI | 02/07/2025 | 678,532 | $69.57 M | 108.95% | 0.24% |
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 01/23/2025 | 672,286 | $68.59 M | -2.50% | 0.24% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 627,813 | $64.05 M | 9.24% | 0.22% |
BOSTON FINANCIAL MANGEMENT LLC | 02/03/2025 | 614,980 | $62.74 M | 0.27% | 0.22% |
Brown & Brown, Inc. institutional Ownership - FAQ's
During the previous two years, 1048 institutional investors and hedge funds held shares of Brown & Brown, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 29.94 M
BlackRock Funding, Inc. /DE: 18.67 M
PRINCIPAL FINANCIAL GROUP INC: 12.9 M
STATE STREET CORP: 11.15 M
Select Equity Group, L.P.: 7.98 M
GEODE CAPITAL MANAGEMENT, LLC: 6.1 M
74.96% of Brown & Brown, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 260.50 M shares in the last 24 months. This purchase volume represents approximately $26.29 B in transactions.