BRO Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 17.02%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $12,883,837.08

Brown & Brown Insider Trading History Chart

Brown & Brown Share Price & Price History

^$99.17

▲ +1.74 (1.79%)

As of 07/26/2024 01:00 AM ET

Days: 30 | 90 | 365

“Generational Bull Run” Incoming

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Brown & Brown Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/7/2024	Julie Turpin	EVP	Sell	3,350	$89.92	$301,232.00	23,597
3/12/2024	Hyatt J. Brown	Chairman	Sell	144,323	$85.96	$12,406,005.08	37,460,605
11/2/2023	Stephen M Boyd	EVP	Sell	2,500	$70.64	$176,600.00	64,471
6/21/2023	Bronislaw Edmund Masojada	Director	Buy	4,000	$65.78	$263,120.00	4,000
5/1/2023	H. Palmer Proctor, Jr.	Director	Sell	1	$65.66	$65.66	41,098
2/10/2023	Lawerence L. Gellerstedt, III	Director	Buy	3,400	$57.92	$196,928.00	16,284
5/19/2022	Lawerence L. Gellerstedt, III	Director	Buy	1,800	$54.95	$98,910.00	12,884
5/5/2022	Hugh M. Brown	Director	Buy	824	$59.66	$49,159.84	49,452
5/3/2022	Lawerence L. Gellerstedt, III	Director	Buy	1,670	$59.99	$100,183.30	7,727
1/27/2022	H. Palmer Proctor, Jr.	Director	Buy	2,000	$61.53	$123,060.00
8/25/2021	Stephen M. Boyd	EVP	Sell	7,050	$58.03	$409,111.50
7/29/2021	H. Palmer Proctor, Jr.	Director	Buy	2,000	$54.98	$109,960.00

“Generational Bull Run” Incoming

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SEC Filings (Institutional Ownership Changes) for Brown & Brown (NYSE:BRO)

71.01% of Brown & Brown stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Brown & Brown Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Argonautica Private Wealth Management Inc.	5,259	$0.47M	0.2%	+4.1%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	21,690	$1.94M	0.0%	+5.3%	0.008%
7/26/2024	Allspring Global Investments Holdings LLC	3,887,245	$347.56M	0.6%	-15.0%	1.363%
7/26/2024	Liontrust Investment Partners LLP	974,867	$87.16M	1.2%	-24.8%	0.342%
7/26/2024	Callan Family Office LLC	4,555	$0.41M	0.1%	N/A	0.002%
7/26/2024	AlphaCentric Advisors LLC	2,049	$0.18M	0.1%	N/A	0.001%
7/26/2024	Bank of New York Mellon Corp	1,414,863	$126.50M	0.0%	-7.8%	0.496%
7/26/2024	Catalyst Capital Advisors LLC	41,575	$3.72M	0.1%	-0.6%	0.015%
7/25/2024	Raymond James Trust N.A.	13,788	$1.23M	0.0%	-18.5%	0.005%
7/25/2024	Mn Services Vermogensbeheer B.V.	95,100	$8.50M	0.1%	-2.8%	0.033%
7/25/2024	First Merchants Corp	31,750	$2.84M	0.1%	+1.1%	0.011%
7/25/2024	Pictet North America Advisors SA	88,728	$7.93M	0.9%	N/A	0.031%
7/25/2024	Tributary Capital Management LLC	11,680	$1.04M	0.1%	-11.9%	0.004%
7/24/2024	Tower Bridge Advisors	44,565	$3.99M	0.4%	-23.3%	0.016%
7/24/2024	New York State Teachers Retirement System	226,860	$20.28M	0.0%	-4.5%	0.080%
7/24/2024	Louisiana State Employees Retirement System	13,400	$1.20M	0.0%	-2.9%	0.005%
7/24/2024	&PARTNERS	17,379	$1.57M	0.1%	N/A	0.006%
7/23/2024	Xcel Wealth Management LLC	6,284	$0.56M	0.2%	-1.6%	0.002%
7/23/2024	Elser Financial Planning Inc	39,779	$3.56M	0.5%	N/A	0.014%
7/22/2024	Fifth Third Bancorp	5,758	$0.52M	0.0%	+3.6%	0.002%
7/22/2024	Running Oak Capital LLC	127,536	$11.40M	2.1%	-8.2%	0.045%
7/22/2024	Chevy Chase Trust Holdings LLC	129,245	$11.56M	0.0%	-1.2%	0.045%
7/20/2024	First Horizon Advisors Inc.	1,472	$0.13M	0.0%	+16.1%	0.001%
7/19/2024	Vaughan Nelson Investment Management L.P.	31,105	$2.78M	0.0%	+27.3%	0.011%
7/19/2024	Marshall Financial Group LLC	11,222	$1M	0.3%	N/A	0.004%
7/19/2024	Raymond James & Associates	459,662	$41.10M	0.0%	-6.1%	0.161%
7/19/2024	Boston Trust Walden Corp	100,558	$8.99M	0.1%	+0.3%	0.035%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	580,124	$51.87M	0.0%	-7.6%	0.203%
7/18/2024	Brookstone Capital Management	7,684	$0.72M	0.0%	-23.3%	0.003%
7/18/2024	Blue Trust Inc.	550	$48K	0.0%	+142.3%	0.000%
7/18/2024	Outlook Wealth Advisors LLC	3,834	$0.34M	0.1%	N/A	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	5,378	$0.48M	0.2%	-45.9%	0.002%
7/18/2024	Portside Wealth Group LLC	7,441	$0.67M	0.1%	+26.2%	0.003%
7/18/2024	Coronation Fund Managers Ltd.	37,635	$3.37M	0.1%	-18.3%	0.013%
7/18/2024	Assenagon Asset Management S.A.	488,483	$43.68M	0.1%	+162.3%	0.171%
7/17/2024	Bar Harbor Wealth Management	161,953	$14.48M	1.0%	-1.0%	0.057%
7/17/2024	Wedge Capital Management L L P NC	29,735	$2.66M	0.0%	-55.5%	0.010%
7/17/2024	Leavell Investment Management Inc.	59,131	$5.29M	0.3%	+3.4%	0.021%
7/17/2024	SteelPeak Wealth LLC	2,560	$0.23M	0.0%	N/A	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	17,446	$1.56M	0.0%	+4.4%	0.006%
7/16/2024	PGGM Investments	17,910	$1.60M	0.0%	-9.9%	0.006%
7/16/2024	ORG Partners LLC	8,352	$0.74M	0.1%	+1,219.4%	0.003%
7/16/2024	Patton Fund Management Inc.	48,932	$4.38M	0.9%	-16.6%	0.017%
7/16/2024	Ferguson Wellman Capital Management Inc.	306,203	$27.38M	0.6%	-5.7%	0.107%
7/16/2024	V Square Quantitative Management LLC	3,285	$0.29M	0.0%	-9.4%	0.001%
7/16/2024	Great Valley Advisor Group Inc.	16,908	$1.51M	0.0%	N/A	0.006%
7/16/2024	Wealth Enhancement Advisory Services LLC	12,473	$1.12M	0.0%	+22.5%	0.004%
7/16/2024	Brendel Financial Advisors LLC	36,774	$3.29M	2.1%	N/A	0.013%
7/16/2024	Sequoia Financial Advisors LLC	6,856	$0.61M	0.0%	+2.4%	0.002%
7/15/2024	Park National Corp OH	52,000	$4.65M	0.2%	-11.6%	0.018%
7/15/2024	Securian Asset Management Inc.	13,505	$1.21M	0.0%	-2.7%	0.005%
7/15/2024	Czech National Bank	45,116	$4.03M	0.0%	+8.6%	0.016%
7/12/2024	Gateway Investment Advisers LLC	4,149	$0.37M	0.0%	-10.5%	0.001%
7/12/2024	SG Americas Securities LLC	42,182	$3.77M	0.0%	-29.2%	0.015%
7/12/2024	QRG Capital Management Inc.	16,879	$1.51M	0.0%	+10.6%	0.006%
7/12/2024	Spring Capital Management LLC	100,012	$8.94M	7.4%	+8.9%	0.035%
7/11/2024	Symmetry Partners LLC	3,459	$0.31M	0.0%	-19.9%	0.001%
7/11/2024	Threadgill Financial LLC	18,363	$1.64M	0.8%	+3.7%	0.006%
7/11/2024	Trinity Financial Advisors LLC	2,277	$0.20M	0.1%	N/A	0.001%
7/10/2024	Legacy Financial Strategies LLC	43,825	$3.95M	0.9%	+7.9%	0.015%
7/10/2024	Simplicity Wealth LLC	2,505	$0.22M	0.0%	+5.6%	0.001%
7/10/2024	First Affirmative Financial Network	3,199	$0.29M	0.2%	-18.0%	0.001%
7/10/2024	CWM LLC	6,122	$0.55M	0.0%	-3.1%	0.002%
7/9/2024	Park Avenue Securities LLC	9,094	$0.81M	0.0%	-13.3%	0.003%
7/9/2024	Mather Group LLC.	2,461	$0.22M	0.0%	+15.8%	0.001%
7/8/2024	Insight Wealth Strategies LLC	27,893	$2.49M	0.4%	+1.2%	0.010%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	19,445	$1.74M	0.5%	N/A	0.007%
7/5/2024	DNB Asset Management AS	41,976	$3.75M	0.0%	+7.6%	0.015%
7/2/2024	Massmutual Trust Co. FSB ADV	916	$82K	0.0%	+28.1%	0.000%
7/2/2024	First Hawaiian Bank	30,967	$2.77M	0.1%	+2.0%	0.011%
7/2/2024	GAMMA Investing LLC	5,776	$0.52M	0.1%	+43.0%	0.002%
7/2/2024	Park Place Capital Corp	858	$77K	0.0%	-26.2%	0.000%
7/1/2024	Confluence Investment Management LLC	552,705	$49.42M	0.7%	-2.4%	0.194%
6/14/2024	SRN Advisors LLC	11,706	$1.03M	0.8%	+4.9%	0.004%
6/4/2024	DekaBank Deutsche Girozentrale	251,839	$21.86M	0.0%	+12.4%	0.088%
5/28/2024	Teachers Retirement System of The State of Kentucky	19,281	$1.69M	0.0%	-4.6%	0.007%
5/24/2024	Invst LLC	9,980	$0.86M	0.1%	N/A	0.003%
5/24/2024	PGGM Investments	19,868	$1.74M	0.0%	-3.5%	0.007%
5/21/2024	Atria Investments Inc	23,701	$2.08M	0.0%	+19.0%	0.008%
5/20/2024	Virtu Financial LLC	7,681	$0.67M	0.1%	N/A	0.003%
5/20/2024	Strategic Wealth Partners Ltd.	13,044	$1.14M	0.1%	-1.2%	0.005%
5/20/2024	Cim LLC	14,708	$1.29M	0.2%	-0.9%	0.005%
5/17/2024	National Wealth Management Group LLC	5,168	$0.45M	0.4%	N/A	0.002%
5/17/2024	Plato Investment Management Ltd	6,952	$0.61M	0.1%	N/A	0.002%
5/17/2024	iA Global Asset Management Inc.	163,317	$14.30M	0.2%	-5.1%	0.057%
5/17/2024	WealthPlan Investment Management LLC	105,895	$9.27M	1.4%	N/A	0.037%
5/17/2024	Comerica Bank	126,007	$11.03M	0.0%	+1.5%	0.044%
5/17/2024	Tidal Investments LLC	21,259	$1.86M	0.0%	+9.4%	0.007%
5/17/2024	Motley Fool Asset Management LLC	144,637	$12.66M	0.8%	-2.6%	0.051%
5/16/2024	California State Teachers Retirement System	389,352	$34.08M	0.0%	+1.2%	0.136%
5/16/2024	Vancity Investment Management Ltd	222,845	$19.51M	2.3%	-2.0%	0.078%
5/16/2024	Virtus Investment Advisers Inc.	2,620	$0.23M	0.2%	-9.7%	0.001%
5/16/2024	Janus Henderson Group PLC	30,429	$2.66M	0.0%	-1.9%	0.011%
5/16/2024	Kennedy Capital Management LLC	221,565	$19.40M	0.4%	-3.2%	0.078%
5/16/2024	Bayesian Capital Management LP	12,010	$1.05M	0.1%	N/A	0.004%
5/15/2024	Mount Yale Investment Advisors LLC	9,224	$0.81M	0.1%	+60.2%	0.003%
5/15/2024	Public Employees Retirement System of Ohio	99,787	$8.74M	0.0%	-17.8%	0.035%
5/15/2024	Public Employees Retirement Association of Colorado	25,422	$2.23M	0.0%	-5.6%	0.009%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	7,795	$0.68M	0.0%	-7.4%	0.003%
5/15/2024	Kentucky Retirement Systems	17,939	$1.57M	0.0%	-5.1%	0.006%

Data available starting January 2016

Brown & Brown, Inc. markets and sells insurance products and services in the United States, Canada, Ireland, the United Kingdom, and internationally. It operates through four segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail segment provides property and casualty, employee benefits insurance products, personal insurance products, specialties insurance products, risk management strategies, loss control survey and analysis, consultancy, and claims processing services. It serves commercial, public and quasi-public entities, professional, and individual customers. The National Programs segment offers professional liability and related package insurance products for dentistry, legal, eyecare, insurance, financial, physicians, real estate title professionals, as well as supplementary insurance products related to weddings, events, medical facilities, and cyber liabilities. This segment also provides public entity-related and specialty programs through a network of independent agents; and program management services for insurance carrier partners. The Wholesale Brokerage segment markets and sells excess and surplus commercial and personal lines insurance through independent agents and brokers. The Services segment offers third-party claims administration and medical utilization management services in the workers' compensation and all-lines liability arenas, Medicare Set-aside, Social Security disability, Medicare benefits advocacy, and claims adjusting services. Brown & Brown, Inc. was founded in 1939 and is headquartered in Daytona Beach, Florida.

Today's Range

Now: $99.17

$97.61

$99.26

50 Day Range

MA: $91.09

$86.33

$98.02

52 Week Range

Now: $99.17

$66.73

$99.26

Volume

960,203 shs

Average Volume

1,264,603 shs

Market Capitalization

$28.29 billion

P/E Ratio

30.51

Dividend Yield

0.53%

Beta

0.82

Who are the company insiders with the largest holdings of Brown & Brown?: Brown & Brown's top insider shareholders include:
Hyatt J Brown (Chairman)
Stephen M Boyd (EVP)
H Palmer Proctor Jr (Director)
Julie Turpin (EVP)
Lawrence L Gellerstedt III (Director)
Bronislaw Edmund Masojada (Director)
Learn More about top insider investors at Brown & Brown.
Who are the major institutional investors of Brown & Brown?: Brown & Brown's top institutional investors include:
Allspring Global Investments Holdings LLC — 1.36%
Bank of New York Mellon Corp — 0.50%
Liontrust Investment Partners LLP — 0.34%
Sumitomo Mitsui Trust Holdings Inc. — 0.20%
Confluence Investment Management LLC — 0.19%
Assenagon Asset Management S.A. — 0.17%
Learn More about top institutional investors of Brown & Brown stock.
Which major investors are selling Brown & Brown stock?: In the previous quarter, BRO stock was sold by these institutional investors:
Allspring Global Investments Holdings LLC
Liontrust Investment Partners LLP
Bank of New York Mellon Corp
Sumitomo Mitsui Trust Holdings Inc.
Wedge Capital Management L L P NC
Raymond James & Associates
Ferguson Wellman Capital Management Inc.
SG Americas Securities LLC
Within the previous year, company insiders that have sold Brown & Brown company stock include:
Hyatt J Brown (Chairman)
Stephen M Boyd (EVP)
H Palmer Proctor Jr (Director)
Learn More investors selling Brown & Brown stock.
Which major investors are buying Brown & Brown stock?: During the last quarter, BRO stock was purchased by institutional investors including:
Assenagon Asset Management S.A.
Pictet North America Advisors SA
Elser Financial Planning Inc
Brendel Financial Advisors LLC
Thurston Springer Miller Herd & Titak Inc.
&PARTNERS
Great Valley Advisor Group Inc.
Marshall Financial Group LLC
During the previous year, these company insiders have bought Brown & Brown stock:
Hyatt J Brown (Chairman)
Stephen M Boyd (EVP)
Learn More investors buying Brown & Brown stock.