Security key
115236101
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 337,239,490
- Total 13F shares
- 212,788,259
- Share change
- +2,347,754
- Total reported value
- $21,702,281,262
- Put/Call ratio
- 7.8%
- Price per share
- $102.02
- Number of holders
- 864
- Value change
- +$239,280,689
- Number of buys
- 404
- Number of sells
- 326
Report period
Q4 2024
Institutions
864
Top holders
10
BRO full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
BROWN & BROWN, INC. SEC filings
BROWN & BROWN, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 115236101
Recent filing periods:
Top shareholders of BRO - BROWN & BROWN, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
8.5%
|
28,604,175
|
$2,963,392,529 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
5.3%
|
17,922,833
|
$1,856,805,506 | — | 30 Sep 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
3.8%
|
12,807,847
|
$1,326,892,962 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.2%
|
10,866,620
|
$1,125,781,832 | — | 30 Sep 2024 | |
| Select Equity Group, L.P. |
13F
|
Company |
2.8%
|
9,573,280
|
$991,791,808 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
2.5%
|
8,458,828
|
$876,334,904 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
5,981,080
|
$617,637,818 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.2%
|
4,145,453
|
$429,468,910 | — | 30 Sep 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.2%
|
3,915,425
|
$405,638,067 | — | 30 Sep 2024 | |
| Capital World Investors |
13F
|
Company |
1.1%
|
3,629,565
|
$376,022,934 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
1%
|
3,415,205
|
$353,815,223 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
1%
|
3,393,131
|
$351,528,372 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.97%
|
3,275,269
|
$339,317,931 | — | 30 Sep 2024 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.92%
|
3,104,848
|
$321,662,294 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.84%
|
2,826,393
|
$292,815,000 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.73%
|
2,466,582
|
$255,537,898 | — | 30 Sep 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.73%
|
2,451,378
|
$253,962,761 | — | 30 Sep 2024 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.69%
|
2,324,876
|
$240,857,193 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.63%
|
2,110,469
|
$218,644,552 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.6%
|
2,026,795
|
$209,975,962 | — | 30 Sep 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
0.56%
|
1,872,086
|
$193,948,109 | — | 30 Sep 2024 | |
| Madison Asset Management, LLC |
13F
|
Company |
0.51%
|
1,734,746
|
$179,719,695 | — | 30 Sep 2024 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.51%
|
1,717,185
|
$177,900,368 | — | 30 Sep 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.46%
|
1,564,374
|
$162,069,158 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.46%
|
1,537,415
|
$159,265,163 | — | 30 Sep 2024 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.42%
|
1,412,678
|
$146,353,442 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
1,389,629
|
$143,965,550 | — | 30 Sep 2024 | |
| TrinityBridge Ltd |
13F
|
Company |
0.41%
|
1,367,338
|
$141,649,000 | — | 30 Sep 2024 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
0.4%
|
1,362,009
|
$141,104,082 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.39%
|
1,326,076
|
$137,381,473 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.39%
|
1,315,654
|
$136,301,737 | — | 30 Sep 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.35%
|
1,166,383
|
$120,837,279 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.34%
|
1,140,530
|
$118,158,871 | — | 30 Sep 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.33%
|
1,109,878
|
$114,983,361 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
0.33%
|
1,109,840
|
$114,979,420 | — | 30 Sep 2024 | |
| GOBI CAPITAL LLC |
13F
|
Company |
0.29%
|
987,995
|
$102,356,282 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.29%
|
982,542
|
$101,791,350 | — | 30 Sep 2024 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
0.29%
|
976,515
|
$101,166,954 | — | 30 Sep 2024 | |
| Liontrust Investment Partners LLP |
13F
|
Company |
0.29%
|
974,867
|
$87,162,858 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
796,111
|
$82,477,116 | — | 30 Sep 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.23%
|
779,434
|
$80,749,000 | — | 30 Sep 2024 | |
| CHILTON INVESTMENT CO INC. |
13F
|
Company |
0.23%
|
760,922
|
$78,831,520 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.22%
|
734,624
|
$76,107,047 | — | 30 Sep 2024 | |
| Swiss National Bank |
13F
|
Company |
0.21%
|
719,000
|
$74,488,400 | — | 30 Sep 2024 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
0.2%
|
689,556
|
$71,438,001 | — | 30 Sep 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.2%
|
681,267
|
$70,580,000 | — | 30 Sep 2024 | |
| Tandem Investment Advisors, Inc. |
13F
|
Company |
0.2%
|
677,455
|
$70,184,000 | — | 30 Sep 2024 | |
| Zurich Insurance Group Ltd/FI |
13F
|
Company |
0.19%
|
646,574
|
$66,985,066 | — | 30 Sep 2024 | |
| BOSTON FINANCIAL MANGEMENT LLC |
13F
|
Company |
0.18%
|
613,333
|
$63,541,260 | — | 30 Sep 2024 | |
| APG Asset Management N.V. |
13F
|
Company |
0.2%
|
666,419
|
$61,861,931 | — | 30 Sep 2024 |
Institutional Holders of BROWN & BROWN, INC. - Common Stock (BRO) as of Q4 2024
As of 31 Dec 2024,
BROWN & BROWN, INC. - Common Stock (BRO) was held by
864 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
212,788,259 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., PRINCIPAL FINANCIAL GROUP INC, STATE STREET CORP, MORGAN STANLEY, Select Equity Group, L.P., GEODE CAPITAL MANAGEMENT, LLC, Capital World Investors, Allspring Global Investments Holdings, LLC, and Invesco Ltd..
This page lists
869
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
809
Q4 2024 holders
864
Holder diff
55
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.