How many institutions own BRO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BRO shares is 1278, representing 82.79% of the company's common stock.

Who are the major shareholders selling Brown & Brown, Inc. stock?

JAIN GLOBAL LLC, in the last quarter, reduced its stake in BRO by -15.51% restricting it's holding to 843.02 thousand shares of worth nearly $79.07M. MACQUARIE GROUP LTD also lessened -5.39% of the BRO shares from its portfolio, reducing its holding to 814.4 thousand shares of worth $76.38M. RAYMOND JAMES FINANCIAL INC also shunned BRO shares holding by -4.27% last quarter which brought its holding to 1.09 million shares worth $101.99M.

Investors who are buying BRO stock?

As per its latest 13F filing, STATE STREET CORP increased its stake in BRO by 5.3% in the last quarter. The institutional holder raised its holding to 13.12 million shares having worth more than $1.23B. SUMITOMO MITSUI TRUST HOLDINGS, INC. also added 7.89% more shares of BRO to its portfolio, raising its holding to 820.89 thousand shares of worth $76.99M. NORDEA INVESTMENT MANAGEMENT AB also increased its BRO shares holding by 63.58% which brought its holding to 842.36 thousand shares worth $78.72M.

BRO's major insiders: who are they?

The insider with the most stakes in BRO is BROWN HYATT J , Chairman at the company. Additionally, BRO stock is highly held by Former Regional President KIRK KENNETH D and COO and Regional President DOWNS LINDA S among others.

Did an insider recently sell BRO stock?

Company executives, directors, and other insiders own 13.49% percent of Brown & Brown, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BRO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BROWN HYATT J, WATTS R. ANDREW, and TURPIN JULIE.

Which insider recently purchased BRO stock?

There have been 0 transaction(s) during the past 6-months in which Brown & Brown, Inc. insiders have bought stock, totalling 0 shares

How much of BRO does insiders own?

Around 0 Brown & Brown, Inc. shares are held by insiders, which represents about 13.49% of BRO stock.

Who is the insider with the largest stake?

BRO Chairman, BROWN HYATT J holds the largest portfolio of the company's shares. BRO shares owned by BROWN total nearly 36 million.

Which institution holds the most shares in BRO?

STATE STREET CORP is the largest institutional owner in BRO which holds 13.12 million shares worth $1.23B or 4.49% of the total BRO shares outstanding followed by JAIN GLOBAL LLC with ownership of 843.02 thousand shares representing 0.29% of the BRO ownership. MACQUARIE GROUP LTD is the third largest stakeholder with 814.4 thousand shares or 0.28% of the ownership worth more than $76.38M.

Is Brown & Brown, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BRO is concerned, it is a stock which is optionable.

Is there a short position on BRO's shares?

Number of BRO shares short is 6.55M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BRO shares are there?

As of today, 329.84M shares of BRO are outstanding.

Is there many float in BRO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BRO has 282.48M shares in float.

BRO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BRO is 1.89.

Brown & Brown (BRO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.99

Short Percent Of Float2.56

Shares Outstanding329.84M

Shares Float282.48M

Shares Short6.55M

Short Ratio1.89

2.56%

Short % of Float

1.99%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

13.49% Percentage of Shares held by All Insiders

82.79% Percentage of Shares held by All Institutions

95.7% Percentage of Float held by Institutions

1278

Number of Institutions Holding Shares

Institutional Ownership

About 82.79% of BRO shares are held by financial institutions. STATE STREET CORP is the top corporate investor, holding 13.12M shares valued at $1.23B. A 4.49% stake in Brown & Brown, Inc. is owned by the company. JAIN GLOBAL LLC owns 843.02K shares valued at $79.07M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	STATE STREET CORP	4.49%	13.12M	1.23B	660.01K	+5.30%
Sep 30, 2025	JAIN GLOBAL LLC	0.29%	843.02K	79.07M	-154.79K	-15.51%
Sep 30, 2025	MACQUARIE GROUP LTD	0.28%	814.4K	76.38M	-46.35K	-5.39%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	820.89K	76.99M	60K	+7.89%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.29%	842.36K	78.72M	327.41K	+63.58%
Sep 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.32%	940.84K	88.24M	240.25K	+34.29%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	1.09M	101.99M	-48.49K	-4.27%
Sep 30, 2025	GOBI CAPITAL LLC	0.38%	1.1M	102.81M	39.5K	+3.74%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.39%	1.13M	105.76M	-3.01K	-0.27%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.39%	1.15M	107.95M	33.76K	+3.02%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.41%	1.2M	112.94M	-30.31K	-2.46%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.41%	1.2M	112.95M	1.14M	+1,679.04%
Sep 30, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.47%	1.39M	129.92M	569.04K	+69.72%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.49%	1.42M	133.26M	51.96K	+3.80%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.54%	1.57M	147.29M	18.5K	+1.19%
Sep 30, 2025	BOSTON PARTNERS	0.54%	1.59M	148.94M	43.45K	+2.81%
Sep 30, 2025	CHILTON INVESTMENT CO INC.	0.56%	1.63M	152.93M	130.01K	+8.66%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.58%	1.7M	159.41M	293.69K	+20.89%
Sep 30, 2025	JPMORGAN CHASE & CO	0.66%	1.93M	181.19M	1.22M	+170.31%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.69%	2.01M	188.4M	-33.53K	-1.64%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.73%	2.13M	199.69M	-3.01K	-0.14%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.79%	2.31M	216.4M	-36.98K	-1.58%
Sep 30, 2025	FMR LLC	4.09%	11.95M	1.12B	3.51M	+41.63%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	5.28%	15.42M	1.45B	1.82M	+13.40%
Sep 30, 2025	CAPITAL WORLD INVESTORS	5.99%	17.48M	1.64B	7.83M	+81.11%
Sep 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.44%	1.29M	120.88M	-155.62K	-10.77%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	1.53M	143.48M	-386.22K	-20.16%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.74%	2.16M	202.25M	16.26K	+0.76%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.8%	2.34M	219.42M	-98.85K	-4.05%
Sep 30, 2025	INVESCO LTD.	0.82%	2.4M	225.28M	-1.76M	-42.35%
Sep 30, 2025	BARCLAYS PLC	0.86%	2.52M	235.89M	-466.78K	-15.65%
Sep 30, 2025	DEUTSCHE BANK AG\	0.88%	2.57M	240.81M	932.56K	+57.04%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.88%	2.58M	241.64M	-126.6K	-4.68%
Sep 30, 2025	NORTHERN TRUST CORP	0.89%	2.6M	244.08M	83.6K	+3.32%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.94%	2.75M	254.63M	-666.17K	-19.53%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.1%	3.2M	300.59M	60.88K	+1.94%
Sep 30, 2025	MORGAN STANLEY	1.61%	4.69M	440.31M	-1.03M	-17.95%
Sep 30, 2025	ROYAL BANK OF CANADA	1.67%	4.89M	458.42M	1.69M	+52.95%
Sep 30, 2025	SELECT EQUITY GROUP, L.P.	2.08%	6.08M	569.91M	330.69K	+5.76%
Sep 30, 2025	PARNASSUS INVESTMENTS, LLC	2.34%	6.83M	641.04M	-182.27K	-2.60%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.68%	7.83M	731.87M	465.16K	+6.31%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	855.7K	80.26M	-32K	-3.60%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.34%	987K	92.57M	183.89K	+22.90%
Sep 30, 2025	CLOSE ASSET MANAGEMENT LTD	0.37%	1.09M	101.9M	956.88K	+737.13%
Sep 30, 2025	BLACKROCK, INC.	7.18%	20.97M	1.97B	457.42K	+2.23%
Sep 30, 2025	VANGUARD GROUP INC	12.78%	37.33M	3.5B	1.71M	+4.79%
Sep 30, 2025	UBS GROUP AG	0.51%	1.5M	140.32M	603.91K	+67.69%
Sep 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.17%	489.57K	45.92M	40.03K	+8.90%
Sep 30, 2025	SEI INVESTMENTS CO	0.17%	494.46K	46.38M	-137.35K	-21.74%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.18%	532.4K	49.93M	13.25K	+2.55%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.18%	533.49K	50.04M	72.05K	+15.61%
Sep 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.19%	551.61K	51.74M	65.14K	+13.39%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.19%	562.67K	52.77M	-10.11K	-1.77%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	576.77K	54.1M	46.08K	+8.68%
Sep 30, 2025	HSBC HOLDINGS PLC	0.2%	589.09K	55.18M	35.16K	+6.35%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.2%	598.65K	56.15M	83.05K	+16.11%
Sep 30, 2025	DUNDAS PARTNERS LLP	0.22%	633.54K	59.42M	130.43K	+25.92%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.22%	642.23K	60.24M	55.4K	+9.44%
Sep 30, 2025	NUVEEN, LLC	0.23%	657.74K	61.69M	-47.85K	-6.78%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.23%	669.67K	62.81M	-170.82K	-20.32%
Sep 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.24%	710.07K	66.6M	-35.92K	-4.81%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	713.44K	66.91M	-27.85K	-3.76%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.27%	788.72K	73.97M	158.56K	+25.16%
Sep 30, 2025	RATHBONES GROUP PLC	0.27%	794.7K	74.54M	205.24K	+34.82%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	1.71M	160.1M	85.53K	+5.28%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.62%	1.81M	169.65M	72.7K	+4.19%
Sep 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.67%	1.95M	182.85M	1.95M	+100.00%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	760.89K	84.36M	178.08K	+30.56%
Jun 30, 2025	GOBI CAPITAL LLC	0.36%	1.06M	117.16M	-9.23K	-0.87%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.53%	1.55M	172.05M	16.21K	+1.06%
Jun 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.49%	1.44M	160.15M	-285.11K	-16.48%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.49%	1.42M	157.57M	15.76K	+1.12%
Jun 30, 2025	HANDELSBANKEN FONDER AB	0.43%	1.26M	139.7M	-54.4K	-4.14%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.42%	1.23M	136.86M	-386.09K	-23.83%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.39%	1.14M	126.89M	1.14M	+100.00%
Jun 30, 2025	WOODLINE PARTNERS LP	0.37%	1.08M	119.64M	1.08M	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	1.14M	125.94M	-34.04K	-2.91%
Jun 30, 2025	VANGUARD GROUP INC	12.2%	35.63M	3.95B	5.12M	+16.80%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	4.66%	13.59M	1.51B	654.92K	+5.06%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.66%	1.92M	212.43M	330.15K	+20.82%
Jun 30, 2025	DEUTSCHE BANK AG\	0.56%	1.63M	181.27M	606.88K	+59.03%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.48%	1.41M	155.88M	-261.57K	-15.69%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.47%	1.37M	151.76M	40.59K	+3.06%
Jun 30, 2025	BLACKROCK, INC.	7.03%	20.52M	2.27B	2.13M	+11.57%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.17%	487.05K	54M	432.59K	+794.28%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.39%	1.13M	125.35M	172.36K	+17.99%
Jun 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.72%	2.1M	232.83M	2.1M	+100.00%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.59%	1.74M	192.49M	1.73M	+61,270.77%
Jun 30, 2025	BOSTON PARTNERS	0.53%	1.54M	171.16M	1.54M	+100.00%
Jun 30, 2025	CHILTON INVESTMENT CO INC.	0.51%	1.5M	166.37M	413.99K	+38.10%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.29%	840.49K	93.18M	-270.23K	-24.33%
Jun 30, 2025	AMUNDI	0.29%	832.68K	89.77M	517.92K	+164.54%
Jun 30, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.28%	816.18K	90.49M	51.47K	+6.73%
Jun 30, 2025	SEVEN GRAND MANAGERS, LLC	0.26%	750K	83.15M	750K	+100.00%
Jun 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.26%	745.99K	82.71M	-204.73K	-21.53%
Jun 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.24%	700.59K	77.67M	700.59K	+100.00%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.23%	676.7K	75.03M	676.7K	+100.00%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.22%	630.16K	69.87M	-10.5K	-1.64%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.21%	606.43K	67.23M	606.43K	+100.00%
Jun 30, 2025	RATHBONES GROUP PLC	0.2%	589.46K	65.35M	183.08K	+45.05%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	586.83K	65.06M	115.81K	+24.59%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.2%	583.72K	64.72B	475.46K	+439.17%
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.2%	572.78K	63.5M	21.65K	+3.93%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	561.04K	62.2B	244.67K	+77.34%
Jun 30, 2025	POLAR CAPITAL HOLDINGS PLC	0.18%	540K	59.87M	115K	+27.06%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.18%	519.15K	57.56M	0	0
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.18%	514.96K	56.43M	-124.91K	-19.52%
Jun 30, 2025	DUNDAS PARTNERS LLP	0.17%	503.11K	55.78M	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	498.56K	55.28M	-151.54K	-23.31%
Jun 30, 2025	FMR LLC	2.89%	8.44M	935.69M	7.91M	+1,479.71%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.52%	7.37M	813.62M	1.05M	+16.62%
Jun 30, 2025	PARNASSUS INVESTMENTS, LLC	2.4%	7.02M	777.99M	-210.69K	-2.91%
Jun 30, 2025	SELECT EQUITY GROUP, L.P.	1.97%	5.75M	637.03M	-528.67K	-8.43%
Jun 30, 2025	MORGAN STANLEY	1.96%	5.72M	634.34M	-1.68M	-22.71%
Jun 30, 2025	CITADEL ADVISORS LLC	1.8%	5.27M	583.99M	5.25M	+40,523.92%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.53%	4.46M	494.12M	4.45M	+96,891.25%
Jun 30, 2025	INVESCO LTD.	1.43%	4.17M	461.93M	46.24K	+1.12%
Jun 30, 2025	NORGES BANK	1.34%	3.91M	433.74M	3.91M	+100.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.38%	1.12M	123.87M	-4.65K	-0.41%
Jun 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.73%	2.14M	237.28M	-4.1K	-0.19%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.73%	2.13M	236.39M	126.02K	+6.28%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.17%	3.41M	371.58M	-295.7K	-7.98%
Jun 30, 2025	ROYAL BANK OF CANADA	1.09%	3.2M	354.29M	131.78K	+4.30%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.08%	3.14M	348.57M	-107.66K	-3.31%
Jun 30, 2025	BARCLAYS PLC	1.02%	2.98M	330.59M	598.25K	+25.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.93%	2.7M	299.68M	389.58K	+16.84%
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	2.52M	279.25M	165.38K	+7.03%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.84%	2.44M	270.34M	2.4M	+6,673.02%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.8%	2.34M	259.91M	-36.47K	-1.53%
Jun 30, 2025		0.34%	997.8K	110.63M	997.8K	+100.00%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.7%	2.04M	226.43M	-18.67K	-0.91%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	1.62M	179.77M	246.74K	+17.95%
Jun 30, 2025	JAIN GLOBAL LLC	0.34%	997.8K	110.63M	997.8K	+100.00%
Jun 30, 2025	STATE STREET CORP	4.27%	12.46M	1.38B	1.26M	+11.27%
Jun 30, 2025	CAPITAL WORLD INVESTORS	3.31%	9.65M	1.07B	1.39M	+16.77%
Jun 30, 2025	SOROS FUND MANAGEMENT LLC	0.34%	1M	110.87M	1M	+100.00%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.33%	952.42K	105.6M	323.73K	+51.49%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	945.65K	104.84M	945.65K	+100.00%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.32%	924.42K	102.49M	-146.59K	-13.69%
Mar 31, 2025	CAPITAL WORLD INVESTORS	2.92%	8.26M	1.03B	4.07M	+96.99%
Mar 31, 2025	MORGAN STANLEY	2.62%	7.4M	920.88M	-1.17M	-13.70%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.31%	3.71M	460.07M	-215.37K	-5.49%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.15%	3.25M	404.51M	16.61K	+0.51%
Mar 31, 2025	ROYAL BANK OF CANADA	1.08%	3.06M	381.13M	181.32K	+6.29%
Mar 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.76%	2.14M	266.75M	-154.22K	-6.71%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.56%	1.59M	197.28M	19.58K	+1.25%
Mar 31, 2025	MACQUARIE GROUP LTD	0.27%	764.73K	95.13M	-44.2K	-5.46%
Mar 31, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.27%	764.71K	95.13M	18.68K	+2.50%
Mar 31, 2025	SWISS NATIONAL BANK	0.24%	685.5K	85.28M	500	+0.07%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.54%	1.54M	191.03M	-28.38K	-1.81%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	1.41M	157.98M	14.43K	+1.04%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.4%	1.12M	139.56M	17.46K	+1.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	801.19K	99.67M	46.64K	+6.18%
Mar 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.73%	2.06M	256.38M	119.86K	+6.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.71%	2.01M	249.56M	-266.04K	-11.71%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.68%	1.92M	239.06M	7.41K	+0.39%
Mar 31, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.61%	1.73M	215.16M	-38.49K	-2.18%
Mar 31, 2025	JPMORGAN CHASE & CO	0.28%	799.47K	99.45M	82.51K	+11.51%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.84%	2.38M	296.16M	-29.39K	-1.22%
Mar 31, 2025	NORTHERN TRUST CORP	0.83%	2.35M	292.76M	33.18K	+1.43%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.82%	2.31M	287.79M	309.64K	+15.45%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.59%	1.67M	207.44M	-178.61K	-9.67%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.57%	1.62M	201.59M	9.25K	+0.57%
Mar 31, 2025	CLOSE ASSET MANAGEMENT LTD	0.44%	1.26M	156.46M	-109.65K	-8.02%
Mar 31, 2025	UBS GROUP AG	0.44%	1.24M	154.79M	-152.86K	-10.94%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.39%	1.11M	138.17M	-164.16K	-12.88%
Mar 31, 2025	CHILTON INVESTMENT CO INC.	0.38%	1.09M	135.17M	54.28K	+5.26%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.38%	1.07M	133.23M	-31.96K	-2.90%
Mar 31, 2025	GOBI CAPITAL LLC	0.38%	1.07M	132.6M	-10.9K	-1.01%
Mar 31, 2025	DEUTSCHE BANK AG\	0.36%	1.03M	127.89M	-403.48K	-28.18%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.34%	958.27K	119.21M	116.51K	+13.84%
Mar 31, 2025	VANGUARD GROUP INC	10.78%	30.5M	3.79B	560.98K	+1.87%
Mar 31, 2025	BLACKROCK, INC.	6.5%	18.39M	2.29B	-276.7K	-1.48%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	4.57%	12.94M	1.61B	38.08K	+0.30%
Mar 31, 2025	STATE STREET CORP	3.96%	11.2M	1.39B	49.36K	+0.44%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	1.17M	145.54M	465.03K	+65.97%
Mar 31, 2025	PARNASSUS INVESTMENTS, LLC	2.55%	7.23M	899.14M	7.23M	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.23%	6.32M	783.74M	219.58K	+3.60%
Mar 31, 2025	SELECT EQUITY GROUP, L.P.	2.22%	6.27M	780.53M	-1.7M	-21.36%
Mar 31, 2025	INVESCO LTD.	1.46%	4.12M	512.54M	316.52K	+8.32%
Mar 31, 2025	BARCLAYS PLC	0.84%	2.38M	296.52M	126.38K	+5.60%
Mar 31, 2025	HANDELSBANKEN FONDER AB	0.46%	1.31M	163.52M	832.1K	+172.52%
Mar 31, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.34%	950.71K	118.27M	2.73K	+0.29%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.23%	656.17K	81.63M	-1.69M	-72.08%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.23%	650.1K	80.87M	576.47K	+782.90%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	649.85K	80.84M	22.04K	+3.51%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.49%	1.37M	171.01M	18.14K	+1.34%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.47%	1.33M	165.24M	-48.74K	-3.54%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.24%	676.84K	84.2M	-8.42K	-1.23%
Mar 31, 2024	BLACKROCK INC.	5.92%	16.6M	1.45B	251.31K	+1.54%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.39%	1.09M	95.23M	439.31K	+67.74%
Mar 31, 2024	JPMORGAN CHASE & CO	0.38%	1.07M	93.91M	209.38K	+24.25%
Mar 31, 2024	ROYAL LONDON ASSET MANAGEMENT LTD	0.36%	1.01M	88.29M	51.22K	+5.35%
Mar 31, 2024	FMR LLC	0.31%	867.5K	75.94M	31.7K	+3.79%
Mar 31, 2024	DEUTSCHE BANK AG\	0.31%	860.23K	75.3M	161.55K	+23.12%
Mar 31, 2024	BARCLAYS PLC	0.3%	846.25K	74.08M	-414.73K	-32.89%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.27%	761.68K	66.68M	-139.56K	-15.49%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.26%	726.66K	63.61M	383.23K	+111.59%
Mar 31, 2024	SWISS NATIONAL BANK	0.26%	724.4K	63.41M	-29.4K	-3.90%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.25%	702.81K	61.62M	361.37K	+105.83%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	698.86K	61.18M	-26.16K	-3.61%
Mar 31, 2024	TANDEM INVESTMENT ADVISORS, INC.	0.25%	694.8K	60.82M	-22.41K	-3.12%
Mar 31, 2024	UBS GROUP AG	0.24%	680.16K	59.54M	219.36K	+47.60%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.22%	631.05K	55.24M	-10	0.00%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	628.01K	54.98M	-29.28K	-4.45%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.2%	566.58K	49.6M	566.58K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.19%	544.91K	47.7M	51.26K	+10.38%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	537.33K	47.04M	5.25K	+0.99%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.19%	524.8K	45.94M	133.79K	+34.22%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.19%	519.15K	45.45M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	489.53K	42.85M	-1.63K	-0.33%
Mar 31, 2024	DUNDAS PARTNERS LLP	0.17%	474.68K	41.55M	29.75K	+6.69%
Mar 31, 2024	CBOE VEST FINANCIAL, LLC	0.17%	470.41K	41.18M	85.35K	+22.16%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.55%	1.53M	134.37M	173.3K	+12.73%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.55%	1.53M	134.28M	-48.57K	-3.07%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.71%	2M	175.45M	297.22K	+17.41%
Mar 31, 2024	NORTHERN TRUST CORP	0.77%	2.15M	187.85M	-70.55K	-3.18%
Mar 31, 2024	ROYAL BANK OF CANADA	0.8%	2.23M	195.23M	266.41K	+13.57%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.8%	2.25M	197.11M	-71.32K	-3.07%
Mar 31, 2024	FENIMORE ASSET MANAGEMENT INC	0.86%	2.41M	210.8M	-10.21K	-0.42%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.16%	453.89K	39.73M	33.29K	+7.92%
Mar 31, 2024	INTECH INVESTMENT MANAGEMENT LLC	0.15%	432.22K	37.84M	244.86K	+130.69%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.15%	425.29K	37.23M	-114.23K	-21.17%
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0.14%	390.43K	34.18M	107.71K	+38.10%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	0.93%	2.62M	229.08M	1.4K	+0.05%
Mar 31, 2024	VANGUARD GROUP INC	10.11%	28.36M	2.48B	203.11K	+0.72%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.52%	1.46M	127.4M	13.8K	+0.96%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	4.54%	12.72M	1.11B	392.25K	+3.18%
Mar 31, 2024	INVESCO LTD.	0.96%	2.7M	236.28M	654.67K	+32.02%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.11%	3.11M	272.18M	-999.06K	-24.32%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.26%	3.52M	308.15M	-78.54K	-2.18%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.63%	4.57M	400.28M	-663.85K	-12.68%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1%	2.8M	245.25M	801.3K	+40.06%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	1.08%	3.02M	244.84M	6.11K	+0.20%
Mar 31, 2024	STATE STREET CORP	3.86%	10.83M	948.24M	85.84K	+0.80%
Mar 31, 2024	MORGAN STANLEY	3.16%	8.87M	776.12M	-133.99K	-1.49%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.07%	5.79M	505.66M	238.92K	+4.30%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.19%	3.34M	292.56M	54.15K	+1.65%
Mar 31, 2024	SELECT EQUITY GROUP, L.P.	4.84%	13.61M	1.19B	-704.09K	-4.92%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.51%	1.44M	125.94M	-56.09K	-3.75%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.51%	1.44M	126.11M	-59.88K	-3.99%
Mar 31, 2024	CAPITAL WORLD INVESTORS	0.5%	1.41M	123.71M	473.98K	+50.46%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.5%	1.41M	123.34M	323.98K	+29.86%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	1.4M	122.6M	426.68K	+43.82%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.5%	1.4M	122.35M	238.19K	+20.54%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	1.39M	120.2M	-3.75K	-0.27%
Mar 31, 2024	CLOSE ASSET MANAGEMENT LTD	0.47%	1.33M	116.66M	157	+0.01%
Mar 31, 2024	LIONTRUST INVESTMENT PARTNERS LLP	0.46%	1.3M	113.46M	-44.07K	-3.29%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.45%	1.27M	110.99M	19.87K	+1.59%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	657.28K	46.74M	18.56K	+2.91%
Dec 31, 2023	DEUTSCHE BANK AG\	0.25%	698.68K	49.68M	225.08K	+47.52%
Dec 31, 2023	TANDEM INVESTMENT ADVISORS, INC.	0.26%	717.21K	51M	17.11K	+2.44%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.26%	725.02K	51.56M	327.25K	+82.27%
Dec 31, 2023	SWISS NATIONAL BANK	0.27%	753.8K	53.6M	-20.9K	-2.70%
Dec 31, 2023	FMR LLC	0.3%	835.81K	59.43M	-185.86K	-18.19%
Dec 31, 2023	JPMORGAN CHASE & CO	0.31%	863.37K	61.39M	189.7K	+28.16%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.32%	901.24K	64.09M	-14.74K	-1.61%
Dec 31, 2023	MAN GROUP PLC	0.32%	905.71K	64.41M	178.11K	+24.48%
Dec 31, 2023	CAPITAL WORLD INVESTORS	0.34%	939.24K	66.79M	0	0
Dec 31, 2023	ROYAL LONDON ASSET MANAGEMENT LTD	0.34%	957.4K	68.08M	-51.35K	-5.09%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.35%	973.8K	69.25M	50.73K	+5.50%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.36%	1.02M	72.34M	-134.06K	-11.64%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.39%	1.08M	77.15M	91.33K	+9.19%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.41%	1.16M	82.45M	1.16M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.45%	1.25M	88.74M	26.08K	+2.13%
Dec 31, 2023	BARCLAYS PLC	0.45%	1.26M	89.67M	305.4K	+31.96%
Dec 31, 2023	CLOSE ASSET MANAGEMENT LTD	0.48%	1.33M	94.82M	4.59K	+0.35%
Dec 31, 2023	LIONTRUST INVESTMENT PARTNERS LLP	0.48%	1.34M	95.3M	-85.6K	-6.00%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.49%	1.36M	96.82M	34.43K	+2.59%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	1.4M	99.28M	-12.92K	-0.92%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.51%	1.44M	102.51M	178.16K	+14.10%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.53%	1.49M	106.29M	19.31K	+1.31%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.54%	1.5M	106.7M	-15.85K	-1.05%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.56%	1.58M	112.53M	-149.91K	-8.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.61%	1.71M	121.38M	75.78K	+4.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.7%	1.96M	139.65M	248.18K	+14.47%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.71%	2M	142.24M	865.08K	+76.21%
Dec 31, 2023	INVESCO LTD.	0.73%	2.04M	145.38M	106.98K	+5.52%
Dec 31, 2023	NORTHERN TRUST CORP	0.79%	2.22M	157.61M	-69.09K	-3.02%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.83%	2.32M	165.19M	-288.12K	-11.03%
Dec 31, 2023	FENIMORE ASSET MANAGEMENT INC	0.86%	2.42M	171.96M	-12.08K	-0.50%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	0.93%	2.62M	185.98M	-638.6K	-19.63%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	1.08%	3.01M	194.06M	215.09K	+7.68%
Dec 31, 2023	NORGES BANK	1.09%	3.06M	217.66M	3.06M	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.17%	3.29M	233.8M	-155.01K	-4.50%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.28%	3.6M	255.9M	524.81K	+17.07%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.87%	5.24M	372.36M	29.51K	+0.57%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.98%	5.55M	393.79M	168.11K	+3.12%
Dec 31, 2023	MORGAN STANLEY	3.21%	9M	639.98M	-335.74K	-3.60%
Dec 31, 2023	STATE STREET CORP	3.83%	10.75M	764.16M	40.63K	+0.38%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	4.4%	12.33M	876.5M	294.14K	+2.44%
Dec 31, 2023	SELECT EQUITY GROUP, L.P.	5.1%	14.31M	1.02B	-443.28K	-3.00%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.23%	648.55K	46.12M	500.85K	+339.09%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.22%	608.03K	43.24M	-422.25K	-40.98%
Dec 31, 2023	BLACKROCK INC.	5.83%	16.35M	1.16B	256.9K	+1.60%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.23%	631.06K	44.87M	-8.22K	-1.29%
Dec 31, 2023	VANGUARD GROUP INC	10.04%	28.15M	2B	266.44K	+0.96%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.21%	584.63K	41.73M	377.05K	+181.65%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.47%	4.11M	292.14M	-37.94K	-0.92%

Insiders

Among the BRO insiders holding of 13.49% of the stake in company, BROWN HYATT J, Chairman, holds the largest shares of 36M. KIRK KENNETH D, Former Regional President, is the second largest BRO insider with ownership of 621.66K shares. DOWNS LINDA S, COO and Regional President, stands third with possession of 410.9K shares of that stake.

Insiders	Designation	Shares Held
BROWN HYATT J	Chairman	36M
KIRK KENNETH D	Former Regional President	621.66K
DOWNS LINDA S	COO and Regional President	410.9K
HAYS JAMES CHARLES	director	365.06K
PENNY JEROME SCOTT	EVP Chief Acquisitions Officer	357.06K
HENDERSON JIM W	Former Vice Chairman and COO	215K
LYDECKER CHARLIE	Regional Executive VP	210.43K
WALKER CORY T	Sr. VP, CFO and Treasurer	112.87K
BOONE SAM R JR	Regional Executive VP	91.13K
WATTS R. ANDREW	EVP, CFO and Treasurer	88.45K
GRAMMIG LAUREL L	VP, Secretary	64.69K
BOYD STEPHEN M	EVP/ Pres Wholesale Brokerage	64.47K
BRIDGES C ROY	Regional President	56.18K
STRIANESE ANTHONY T	EVP and Pres. Wholesale Div.	44.83K
WALKER CHRIS L	EVP and Pres. Programs Segment	35.44K
LLOYD ROBERT W	EVP, Secy, General Counsel	33.75K
MASTERS KENNETH R	Senior Vice President	32.14K
FREEBOURN RICHARD	EVP and People Officer	30.61K
BROWN & BROWN INC	Regional President	23.69K
TURPIN JULIE	EVP/Chief People Officer	23.6K
GELLERSTEDT LAWRENCE L III	director	16.28K
RIORDAN MICHAEL J.	Regional Executive VP	9.11K
KRUMP PAUL J	director	5.35K
MASOJADA BRONISLAW EDMUND	director	5K
BROWN HUGH M	director	1.29K
PROCTOR H PALMER JR	director	0
RILEY THOMAS E	Regional President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 08, 2025	KRUMP PAUL J	PURCHASE	93.31	2.68K	249.88K	5.35K
Aug 06, 2025	MASOJADA BRONISLAW EDMUND	PURCHASE	91.44	1K	91.44K	5K
Nov 26, 2024	BROWN HYATT J	SALE	111.75	29.92K	3.34M	36M
Nov 25, 2024	BROWN HYATT J	SALE	111.75	389.01K	43.47M	36.03M
Aug 29, 2024	BROWN HYATT J	SALE	104.51	134.64K	14.07M	0
Aug 08, 2024	WATTS R. ANDREW	SALE	100.32	2.5K	250.8K	88.45K
Jun 07, 2024	TURPIN JULIE	SALE	89.92	3.35K	301.23K	23.6K
Mar 13, 2024	BROWN HYATT J	SALE	85.25	41.68K	3.55M	37.37M
Mar 12, 2024	BROWN HYATT J	SALE	86.05	50K	4.3M	37.46M
Nov 02, 2023	BOYD STEPHEN M	SALE	70.63	351	24.79K	64.47K
Jun 21, 2023	MASOJADA BRONISLAW EDMUND	PURCHASE	65.78	4K	263.12K	4K
May 01, 2023	PROCTOR H PALMER JR	SALE	65.68	448	29.42K	0
Mar 15, 2023	HAYS JAMES CHARLES	PURCHASE	53.50	5K	267.5K	365.06K
Feb 10, 2023	GELLERSTEDT LAWRENCE L III	PURCHASE	57.92	3.4K	196.93K	16.28K
Aug 08, 2022	LLOYD ROBERT W	SALE	65.48	10.13K	663.29K	33.75K
May 19, 2022	GELLERSTEDT LAWRENCE L III	PURCHASE	54.95	1.8K	98.91K	12.88K
May 05, 2022	GELLERSTEDT LAWRENCE L III	PURCHASE	58.90	1.69K	99.54K	11.08K
May 05, 2022	BROWN HUGH M	PURCHASE	60.92	487	29.67K	1.29K
May 05, 2022	HAYS JAMES CHARLES	PURCHASE	58.90	5K	294.5K	359.6K
May 04, 2022	BROWN HUGH M	PURCHASE	59.66	824	49.16K	49.45K
May 04, 2022	HAYS JAMES CHARLES	PURCHASE	58.90	5K	294.5K	354.6K
May 03, 2022	GELLERSTEDT LAWRENCE L III	PURCHASE	59.99	1.67K	100.18K	7.73K
Jan 27, 2022	PROCTOR H PALMER JR	PURCHASE	61.53	2K	123.06K	39.43K
Aug 25, 2021	BOYD STEPHEN M	SALE	58.03	7.05K	409.08K	40.23K
Jul 29, 2021	PROCTOR H PALMER JR	PURCHASE	54.98	2K	109.96K	37.43K
May 06, 2021	LLOYD ROBERT W	SALE	53.52	9.63K	515.34K	30.9K
Apr 29, 2021	BROWN HYATT J	SALE	51.66	850K	43.91M	39.95M
Jan 29, 2021	HAYS JAMES CHARLES	PURCHASE	43.35	5K	216.75K	342.61K
Jul 30, 2020	LLOYD ROBERT W	SALE	44.50	21.83K	971.31K	20.16K
Feb 20, 2020	WALKER CHRIS L	SALE	48.46	4.47K	216.58K	35.44K
Dec 19, 2019	PENNY JEROME SCOTT	SALE	39.47	30K	1.18M	357.06K
Jul 25, 2019	PROCTOR H PALMER JR	PURCHASE	35.96	3.2K	115.07K	29.35K
Mar 13, 2019	STRIANESE ANTHONY T	SALE	29.17	35K	1.02M	44.83K
Mar 06, 2019	LLOYD ROBERT W	SALE	29.29	10.6K	310.48K	16.72K
Nov 07, 2018	STRIANESE ANTHONY T	SALE	28.66	2K	57.32K	57.65K
Mar 15, 2018	BROWN HYATT J	SALE	52.75	100.24K	5.29M	20.4M
Mar 14, 2018	BROWN HYATT J	SALE	52.75	4.2K	221.53K	20.51M
Mar 13, 2018	BROWN HYATT J	SALE	53.13	35.56K	1.89M	20.51M
Aug 02, 2017	STRIANESE ANTHONY T	SALE	44.29	3.87K	171.4K	19.47K
Aug 01, 2017	STRIANESE ANTHONY T	SALE	44.56	5K	222.8K	28.34K
Apr 21, 2017	STRIANESE ANTHONY T	SALE	42.24	24.56K	1.04M	18.79K
Dec 01, 2016	PENNY JEROME SCOTT	SALE	43.56	10K	435.58K	148.99K
Nov 23, 2016	FREEBOURN RICHARD	SALE	42.90	25K	1.07M	30.61K
Nov 23, 2016	PENNY JEROME SCOTT	SALE	42.64	15K	639.59K	158.99K
Sep 20, 2016	LLOYD ROBERT W	SALE	37.31	2.97K	110.86K	0
Jun 30, 2016	STRIANESE ANTHONY T	SALE	37.02	1.44K	53.46K	28.99K
Jun 24, 2016	FREEBOURN RICHARD	SALE	35.69	27.57K	983.98K	0
May 25, 2016	STRIANESE ANTHONY T	SALE	35.64	2.7K	96.23K	30.44K
Mar 29, 2016	PENNY JEROME SCOTT	SALE	35.41	15K	531.11K	164.04K
Mar 23, 2016	STRIANESE ANTHONY T	SALE	35.25	5.77K	203.24K	30.61K
Nov 30, 2015	FREEBOURN RICHARD	SALE	32.50	490	15.93K	0
Jul 24, 2015	FREEBOURN RICHARD	SALE	33.65	340	11.44K	490
Jun 18, 2015	STRIANESE ANTHONY T	SALE	33.59	3.99K	133.86K	11.67K
Jun 17, 2015	PENNY JEROME SCOTT	SALE	33.39	15K	500.85K	197.51K
Jun 13, 2015	FREEBOURN RICHARD	SALE	32.72	155	5.07K	830
Jun 04, 2015	STRIANESE ANTHONY T	SALE	32.96	3K	98.88K	15.66K
May 18, 2015	FREEBOURN RICHARD	SALE	32.02	190	6.08K	985
Nov 26, 2014	FREEBOURN RICHARD	SALE	32.29	75	2.42K	1.18K
Sep 08, 2014	MASTERS KENNETH R	SALE	32.74	21.88K	716.48K	32.14K
Jun 24, 2014	MASTERS KENNETH R	SALE	30.50	21.88K	667.43K	31.19K
Nov 06, 2013	STRIANESE ANTHONY T	SALE	31.06	3K	93.18K	638
Sep 04, 2013	PROCTOR H PALMER JR	PURCHASE	30.75	1K	30.75K	5.1K
Mar 28, 2013	BRIDGES C ROY	SALE	31.78	50K	1.59M	56.18K
Mar 27, 2013	GRAMMIG LAUREL L	SALE	31.80	17.3K	550.11K	64.69K
Mar 22, 2013	PENNY JEROME SCOTT	SALE	31.49	15K	472.35K	45.32K
Mar 18, 2013	WALKER CORY T	SALE	31.00	8K	248K	112.87K
Mar 18, 2013	BOONE SAM R JR	SALE	31.00	22.84K	707.95K	91.13K
Mar 14, 2013	BRIDGES C ROY	SALE	30.67	45K	1.38M	106.18K
Mar 08, 2013	DOWNS LINDA S	SALE	30.18	50K	1.51M	410.9K
Feb 08, 2013	PROCTOR H PALMER JR	PURCHASE	29.25	339	9.92K	4.1K
Feb 06, 2013	STRIANESE ANTHONY T	SALE	29.32	20K	586.4K	2.47K
Dec 31, 2012	BRIDGES C ROY	SALE	25.03	36.37K	910.27K	151.18K
Dec 26, 2012	STRIANESE ANTHONY T	SALE	25.56	20K	511.2K	22.47K
Dec 12, 2012	LLOYD ROBERT W	SALE	26.22	4K	104.88K	246
Oct 25, 2012	PROCTOR H PALMER JR	PURCHASE	25.20	2.5K	63K	2.5K
Sep 13, 2012	STRIANESE ANTHONY T	SALE	26.62	2.5K	66.55K	2.47K
Jun 27, 2012	PENNY JEROME SCOTT	SALE	26.50	20K	530K	129.36K
Apr 27, 2012	BROWN & BROWN INC	SALE	26.90	11.42K	307.17K	23.69K
Apr 24, 2012	BOONE SAM R JR	SALE	26.45	15K	396.75K	83.69K
Mar 28, 2012	BROWN & BROWN INC	SALE	23.60	3.98K	93.95K	45.88K
Mar 27, 2012	BROWN & BROWN INC	SALE	23.90	1.02K	24.35K	49.87K
Dec 20, 2011	BRIDGES C ROY	SALE	21.96	15K	329.4K	35.11K
Jul 21, 2011	WALKER CORY T	PURCHASE	21.82	20K	436.4K	157.55K
Apr 29, 2011	BRIDGES C ROY	SALE	25.62	30K	768.6K	48.59K
Mar 23, 2011	STRIANESE ANTHONY T	SALE	24.93	5K	124.65K	1.94K
Dec 30, 2010	LYDECKER CHARLIE	SALE	24.24	4.2K	101.81K	210.43K
Dec 27, 2010	HENDERSON JIM W	SALE	24.20	16.77K	405.81K	215K
Dec 23, 2010	HENDERSON JIM W	SALE	24.23	18.23K	441.74K	231.77K
Dec 02, 2010	HENDERSON JIM W	SALE	23.78	100.63K	2.39M	6.86K
Nov 24, 2010	RIORDAN MICHAEL J.	PURCHASE	23.00	3.26K	75K	9.11K
Nov 16, 2010	DOWNS LINDA S	SALE	22.50	85.5K	1.92M	323.33K
Nov 10, 2010	LLOYD ROBERT W	SALE	22.77	2.66K	60.45K	2.98K
Nov 05, 2010	RILEY THOMAS E	SALE	23.03	107.74K	2.48M	0
Oct 21, 2010	HENDERSON JIM W	SALE	21.84	50K	1.09M	107.49K
Sep 21, 2010	DOWNS LINDA S	SALE	20.34	38.64K	785.88K	0
Sep 20, 2010	BRIDGES C ROY	SALE	20.22	16.02K	323.86K	12.17K
Sep 17, 2010	BRIDGES C ROY	SALE	20.25	16.02K	324.41K	28.19K
Sep 17, 2010	HENDERSON JIM W	SALE	20.17	25K	504.25K	157.49K
Aug 10, 2010	HENDERSON JIM W	SALE	20.25	23K	465.75K	182.49K
Aug 09, 2010	KIRK KENNETH D	SALE	20.50	50K	1.03M	621.66K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.99

Short Percent Of Float2.56

Shares Outstanding329.84M

Shares Float282.48M

Shares Short6.55M

Short Ratio1.89

2.56%

Short % of Float

1.99%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

13.49% Percentage of Shares held by All Insiders

82.79% Percentage of Shares held by All Institutions

95.7% Percentage of Float held by Institutions

1278

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	STATE STREET CORP	4.49%	13.12M	1.23B	660.01K	+5.30%
Sep 30, 2025	JAIN GLOBAL LLC	0.29%	843.02K	79.07M	-154.79K	-15.51%
Sep 30, 2025	MACQUARIE GROUP LTD	0.28%	814.4K	76.38M	-46.35K	-5.39%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	820.89K	76.99M	60K	+7.89%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.29%	842.36K	78.72M	327.41K	+63.58%
Sep 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.32%	940.84K	88.24M	240.25K	+34.29%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	1.09M	101.99M	-48.49K	-4.27%
Sep 30, 2025	GOBI CAPITAL LLC	0.38%	1.1M	102.81M	39.5K	+3.74%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.39%	1.13M	105.76M	-3.01K	-0.27%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.39%	1.15M	107.95M	33.76K	+3.02%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.41%	1.2M	112.94M	-30.31K	-2.46%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.41%	1.2M	112.95M	1.14M	+1,679.04%
Sep 30, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.47%	1.39M	129.92M	569.04K	+69.72%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.49%	1.42M	133.26M	51.96K	+3.80%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.54%	1.57M	147.29M	18.5K	+1.19%
Sep 30, 2025	BOSTON PARTNERS	0.54%	1.59M	148.94M	43.45K	+2.81%
Sep 30, 2025	CHILTON INVESTMENT CO INC.	0.56%	1.63M	152.93M	130.01K	+8.66%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.58%	1.7M	159.41M	293.69K	+20.89%
Sep 30, 2025	JPMORGAN CHASE & CO	0.66%	1.93M	181.19M	1.22M	+170.31%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.69%	2.01M	188.4M	-33.53K	-1.64%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.73%	2.13M	199.69M	-3.01K	-0.14%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.79%	2.31M	216.4M	-36.98K	-1.58%
Sep 30, 2025	FMR LLC	4.09%	11.95M	1.12B	3.51M	+41.63%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	5.28%	15.42M	1.45B	1.82M	+13.40%
Sep 30, 2025	CAPITAL WORLD INVESTORS	5.99%	17.48M	1.64B	7.83M	+81.11%
Sep 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.44%	1.29M	120.88M	-155.62K	-10.77%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	1.53M	143.48M	-386.22K	-20.16%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.74%	2.16M	202.25M	16.26K	+0.76%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.8%	2.34M	219.42M	-98.85K	-4.05%
Sep 30, 2025	INVESCO LTD.	0.82%	2.4M	225.28M	-1.76M	-42.35%
Sep 30, 2025	BARCLAYS PLC	0.86%	2.52M	235.89M	-466.78K	-15.65%
Sep 30, 2025	DEUTSCHE BANK AG\	0.88%	2.57M	240.81M	932.56K	+57.04%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.88%	2.58M	241.64M	-126.6K	-4.68%
Sep 30, 2025	NORTHERN TRUST CORP	0.89%	2.6M	244.08M	83.6K	+3.32%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.94%	2.75M	254.63M	-666.17K	-19.53%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.1%	3.2M	300.59M	60.88K	+1.94%
Sep 30, 2025	MORGAN STANLEY	1.61%	4.69M	440.31M	-1.03M	-17.95%
Sep 30, 2025	ROYAL BANK OF CANADA	1.67%	4.89M	458.42M	1.69M	+52.95%
Sep 30, 2025	SELECT EQUITY GROUP, L.P.	2.08%	6.08M	569.91M	330.69K	+5.76%
Sep 30, 2025	PARNASSUS INVESTMENTS, LLC	2.34%	6.83M	641.04M	-182.27K	-2.60%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.68%	7.83M	731.87M	465.16K	+6.31%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	855.7K	80.26M	-32K	-3.60%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.34%	987K	92.57M	183.89K	+22.90%
Sep 30, 2025	CLOSE ASSET MANAGEMENT LTD	0.37%	1.09M	101.9M	956.88K	+737.13%
Sep 30, 2025	BLACKROCK, INC.	7.18%	20.97M	1.97B	457.42K	+2.23%
Sep 30, 2025	VANGUARD GROUP INC	12.78%	37.33M	3.5B	1.71M	+4.79%
Sep 30, 2025	UBS GROUP AG	0.51%	1.5M	140.32M	603.91K	+67.69%
Sep 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.17%	489.57K	45.92M	40.03K	+8.90%
Sep 30, 2025	SEI INVESTMENTS CO	0.17%	494.46K	46.38M	-137.35K	-21.74%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.18%	532.4K	49.93M	13.25K	+2.55%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.18%	533.49K	50.04M	72.05K	+15.61%
Sep 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.19%	551.61K	51.74M	65.14K	+13.39%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.19%	562.67K	52.77M	-10.11K	-1.77%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	576.77K	54.1M	46.08K	+8.68%
Sep 30, 2025	HSBC HOLDINGS PLC	0.2%	589.09K	55.18M	35.16K	+6.35%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.2%	598.65K	56.15M	83.05K	+16.11%
Sep 30, 2025	DUNDAS PARTNERS LLP	0.22%	633.54K	59.42M	130.43K	+25.92%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.22%	642.23K	60.24M	55.4K	+9.44%
Sep 30, 2025	NUVEEN, LLC	0.23%	657.74K	61.69M	-47.85K	-6.78%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.23%	669.67K	62.81M	-170.82K	-20.32%
Sep 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.24%	710.07K	66.6M	-35.92K	-4.81%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	713.44K	66.91M	-27.85K	-3.76%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.27%	788.72K	73.97M	158.56K	+25.16%
Sep 30, 2025	RATHBONES GROUP PLC	0.27%	794.7K	74.54M	205.24K	+34.82%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	1.71M	160.1M	85.53K	+5.28%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.62%	1.81M	169.65M	72.7K	+4.19%
Sep 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.67%	1.95M	182.85M	1.95M	+100.00%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	760.89K	84.36M	178.08K	+30.56%
Jun 30, 2025	GOBI CAPITAL LLC	0.36%	1.06M	117.16M	-9.23K	-0.87%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.53%	1.55M	172.05M	16.21K	+1.06%
Jun 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.49%	1.44M	160.15M	-285.11K	-16.48%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.49%	1.42M	157.57M	15.76K	+1.12%
Jun 30, 2025	HANDELSBANKEN FONDER AB	0.43%	1.26M	139.7M	-54.4K	-4.14%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.42%	1.23M	136.86M	-386.09K	-23.83%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.39%	1.14M	126.89M	1.14M	+100.00%
Jun 30, 2025	WOODLINE PARTNERS LP	0.37%	1.08M	119.64M	1.08M	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	1.14M	125.94M	-34.04K	-2.91%
Jun 30, 2025	VANGUARD GROUP INC	12.2%	35.63M	3.95B	5.12M	+16.80%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	4.66%	13.59M	1.51B	654.92K	+5.06%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.66%	1.92M	212.43M	330.15K	+20.82%
Jun 30, 2025	DEUTSCHE BANK AG\	0.56%	1.63M	181.27M	606.88K	+59.03%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.48%	1.41M	155.88M	-261.57K	-15.69%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.47%	1.37M	151.76M	40.59K	+3.06%
Jun 30, 2025	BLACKROCK, INC.	7.03%	20.52M	2.27B	2.13M	+11.57%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.17%	487.05K	54M	432.59K	+794.28%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.39%	1.13M	125.35M	172.36K	+17.99%
Jun 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.72%	2.1M	232.83M	2.1M	+100.00%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.59%	1.74M	192.49M	1.73M	+61,270.77%
Jun 30, 2025	BOSTON PARTNERS	0.53%	1.54M	171.16M	1.54M	+100.00%
Jun 30, 2025	CHILTON INVESTMENT CO INC.	0.51%	1.5M	166.37M	413.99K	+38.10%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.29%	840.49K	93.18M	-270.23K	-24.33%
Jun 30, 2025	AMUNDI	0.29%	832.68K	89.77M	517.92K	+164.54%
Jun 30, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.28%	816.18K	90.49M	51.47K	+6.73%
Jun 30, 2025	SEVEN GRAND MANAGERS, LLC	0.26%	750K	83.15M	750K	+100.00%
Jun 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.26%	745.99K	82.71M	-204.73K	-21.53%
Jun 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.24%	700.59K	77.67M	700.59K	+100.00%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.23%	676.7K	75.03M	676.7K	+100.00%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.22%	630.16K	69.87M	-10.5K	-1.64%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.21%	606.43K	67.23M	606.43K	+100.00%
Jun 30, 2025	RATHBONES GROUP PLC	0.2%	589.46K	65.35M	183.08K	+45.05%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	586.83K	65.06M	115.81K	+24.59%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.2%	583.72K	64.72B	475.46K	+439.17%
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.2%	572.78K	63.5M	21.65K	+3.93%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	561.04K	62.2B	244.67K	+77.34%
Jun 30, 2025	POLAR CAPITAL HOLDINGS PLC	0.18%	540K	59.87M	115K	+27.06%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.18%	519.15K	57.56M	0	0
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.18%	514.96K	56.43M	-124.91K	-19.52%
Jun 30, 2025	DUNDAS PARTNERS LLP	0.17%	503.11K	55.78M	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	498.56K	55.28M	-151.54K	-23.31%
Jun 30, 2025	FMR LLC	2.89%	8.44M	935.69M	7.91M	+1,479.71%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.52%	7.37M	813.62M	1.05M	+16.62%
Jun 30, 2025	PARNASSUS INVESTMENTS, LLC	2.4%	7.02M	777.99M	-210.69K	-2.91%
Jun 30, 2025	SELECT EQUITY GROUP, L.P.	1.97%	5.75M	637.03M	-528.67K	-8.43%
Jun 30, 2025	MORGAN STANLEY	1.96%	5.72M	634.34M	-1.68M	-22.71%
Jun 30, 2025	CITADEL ADVISORS LLC	1.8%	5.27M	583.99M	5.25M	+40,523.92%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.53%	4.46M	494.12M	4.45M	+96,891.25%
Jun 30, 2025	INVESCO LTD.	1.43%	4.17M	461.93M	46.24K	+1.12%
Jun 30, 2025	NORGES BANK	1.34%	3.91M	433.74M	3.91M	+100.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.38%	1.12M	123.87M	-4.65K	-0.41%
Jun 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.73%	2.14M	237.28M	-4.1K	-0.19%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.73%	2.13M	236.39M	126.02K	+6.28%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.17%	3.41M	371.58M	-295.7K	-7.98%
Jun 30, 2025	ROYAL BANK OF CANADA	1.09%	3.2M	354.29M	131.78K	+4.30%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.08%	3.14M	348.57M	-107.66K	-3.31%
Jun 30, 2025	BARCLAYS PLC	1.02%	2.98M	330.59M	598.25K	+25.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.93%	2.7M	299.68M	389.58K	+16.84%
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	2.52M	279.25M	165.38K	+7.03%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.84%	2.44M	270.34M	2.4M	+6,673.02%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.8%	2.34M	259.91M	-36.47K	-1.53%
Jun 30, 2025		0.34%	997.8K	110.63M	997.8K	+100.00%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.7%	2.04M	226.43M	-18.67K	-0.91%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	1.62M	179.77M	246.74K	+17.95%
Jun 30, 2025	JAIN GLOBAL LLC	0.34%	997.8K	110.63M	997.8K	+100.00%
Jun 30, 2025	STATE STREET CORP	4.27%	12.46M	1.38B	1.26M	+11.27%
Jun 30, 2025	CAPITAL WORLD INVESTORS	3.31%	9.65M	1.07B	1.39M	+16.77%
Jun 30, 2025	SOROS FUND MANAGEMENT LLC	0.34%	1M	110.87M	1M	+100.00%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.33%	952.42K	105.6M	323.73K	+51.49%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	945.65K	104.84M	945.65K	+100.00%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.32%	924.42K	102.49M	-146.59K	-13.69%
Mar 31, 2025	CAPITAL WORLD INVESTORS	2.92%	8.26M	1.03B	4.07M	+96.99%
Mar 31, 2025	MORGAN STANLEY	2.62%	7.4M	920.88M	-1.17M	-13.70%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.31%	3.71M	460.07M	-215.37K	-5.49%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.15%	3.25M	404.51M	16.61K	+0.51%
Mar 31, 2025	ROYAL BANK OF CANADA	1.08%	3.06M	381.13M	181.32K	+6.29%
Mar 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.76%	2.14M	266.75M	-154.22K	-6.71%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.56%	1.59M	197.28M	19.58K	+1.25%
Mar 31, 2025	MACQUARIE GROUP LTD	0.27%	764.73K	95.13M	-44.2K	-5.46%
Mar 31, 2025	TANDEM INVESTMENT ADVISORS, INC.	0.27%	764.71K	95.13M	18.68K	+2.50%
Mar 31, 2025	SWISS NATIONAL BANK	0.24%	685.5K	85.28M	500	+0.07%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.54%	1.54M	191.03M	-28.38K	-1.81%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	1.41M	157.98M	14.43K	+1.04%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.4%	1.12M	139.56M	17.46K	+1.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	801.19K	99.67M	46.64K	+6.18%
Mar 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.73%	2.06M	256.38M	119.86K	+6.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.71%	2.01M	249.56M	-266.04K	-11.71%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.68%	1.92M	239.06M	7.41K	+0.39%
Mar 31, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.61%	1.73M	215.16M	-38.49K	-2.18%
Mar 31, 2025	JPMORGAN CHASE & CO	0.28%	799.47K	99.45M	82.51K	+11.51%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.84%	2.38M	296.16M	-29.39K	-1.22%
Mar 31, 2025	NORTHERN TRUST CORP	0.83%	2.35M	292.76M	33.18K	+1.43%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.82%	2.31M	287.79M	309.64K	+15.45%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.59%	1.67M	207.44M	-178.61K	-9.67%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.57%	1.62M	201.59M	9.25K	+0.57%
Mar 31, 2025	CLOSE ASSET MANAGEMENT LTD	0.44%	1.26M	156.46M	-109.65K	-8.02%
Mar 31, 2025	UBS GROUP AG	0.44%	1.24M	154.79M	-152.86K	-10.94%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.39%	1.11M	138.17M	-164.16K	-12.88%
Mar 31, 2025	CHILTON INVESTMENT CO INC.	0.38%	1.09M	135.17M	54.28K	+5.26%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.38%	1.07M	133.23M	-31.96K	-2.90%
Mar 31, 2025	GOBI CAPITAL LLC	0.38%	1.07M	132.6M	-10.9K	-1.01%
Mar 31, 2025	DEUTSCHE BANK AG\	0.36%	1.03M	127.89M	-403.48K	-28.18%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.34%	958.27K	119.21M	116.51K	+13.84%
Mar 31, 2025	VANGUARD GROUP INC	10.78%	30.5M	3.79B	560.98K	+1.87%
Mar 31, 2025	BLACKROCK, INC.	6.5%	18.39M	2.29B	-276.7K	-1.48%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	4.57%	12.94M	1.61B	38.08K	+0.30%
Mar 31, 2025	STATE STREET CORP	3.96%	11.2M	1.39B	49.36K	+0.44%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	1.17M	145.54M	465.03K	+65.97%
Mar 31, 2025	PARNASSUS INVESTMENTS, LLC	2.55%	7.23M	899.14M	7.23M	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.23%	6.32M	783.74M	219.58K	+3.60%
Mar 31, 2025	SELECT EQUITY GROUP, L.P.	2.22%	6.27M	780.53M	-1.7M	-21.36%
Mar 31, 2025	INVESCO LTD.	1.46%	4.12M	512.54M	316.52K	+8.32%
Mar 31, 2025	BARCLAYS PLC	0.84%	2.38M	296.52M	126.38K	+5.60%
Mar 31, 2025	HANDELSBANKEN FONDER AB	0.46%	1.31M	163.52M	832.1K	+172.52%
Mar 31, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.34%	950.71K	118.27M	2.73K	+0.29%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.23%	656.17K	81.63M	-1.69M	-72.08%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.23%	650.1K	80.87M	576.47K	+782.90%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	649.85K	80.84M	22.04K	+3.51%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.49%	1.37M	171.01M	18.14K	+1.34%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.47%	1.33M	165.24M	-48.74K	-3.54%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.24%	676.84K	84.2M	-8.42K	-1.23%
Mar 31, 2024	BLACKROCK INC.	5.92%	16.6M	1.45B	251.31K	+1.54%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.39%	1.09M	95.23M	439.31K	+67.74%
Mar 31, 2024	JPMORGAN CHASE & CO	0.38%	1.07M	93.91M	209.38K	+24.25%
Mar 31, 2024	ROYAL LONDON ASSET MANAGEMENT LTD	0.36%	1.01M	88.29M	51.22K	+5.35%
Mar 31, 2024	FMR LLC	0.31%	867.5K	75.94M	31.7K	+3.79%
Mar 31, 2024	DEUTSCHE BANK AG\	0.31%	860.23K	75.3M	161.55K	+23.12%
Mar 31, 2024	BARCLAYS PLC	0.3%	846.25K	74.08M	-414.73K	-32.89%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.27%	761.68K	66.68M	-139.56K	-15.49%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.26%	726.66K	63.61M	383.23K	+111.59%
Mar 31, 2024	SWISS NATIONAL BANK	0.26%	724.4K	63.41M	-29.4K	-3.90%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.25%	702.81K	61.62M	361.37K	+105.83%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	698.86K	61.18M	-26.16K	-3.61%
Mar 31, 2024	TANDEM INVESTMENT ADVISORS, INC.	0.25%	694.8K	60.82M	-22.41K	-3.12%
Mar 31, 2024	UBS GROUP AG	0.24%	680.16K	59.54M	219.36K	+47.60%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.22%	631.05K	55.24M	-10	0.00%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	628.01K	54.98M	-29.28K	-4.45%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.2%	566.58K	49.6M	566.58K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.19%	544.91K	47.7M	51.26K	+10.38%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	537.33K	47.04M	5.25K	+0.99%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.19%	524.8K	45.94M	133.79K	+34.22%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.19%	519.15K	45.45M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	489.53K	42.85M	-1.63K	-0.33%
Mar 31, 2024	DUNDAS PARTNERS LLP	0.17%	474.68K	41.55M	29.75K	+6.69%
Mar 31, 2024	CBOE VEST FINANCIAL, LLC	0.17%	470.41K	41.18M	85.35K	+22.16%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.55%	1.53M	134.37M	173.3K	+12.73%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.55%	1.53M	134.28M	-48.57K	-3.07%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.71%	2M	175.45M	297.22K	+17.41%
Mar 31, 2024	NORTHERN TRUST CORP	0.77%	2.15M	187.85M	-70.55K	-3.18%
Mar 31, 2024	ROYAL BANK OF CANADA	0.8%	2.23M	195.23M	266.41K	+13.57%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.8%	2.25M	197.11M	-71.32K	-3.07%
Mar 31, 2024	FENIMORE ASSET MANAGEMENT INC	0.86%	2.41M	210.8M	-10.21K	-0.42%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.16%	453.89K	39.73M	33.29K	+7.92%
Mar 31, 2024	INTECH INVESTMENT MANAGEMENT LLC	0.15%	432.22K	37.84M	244.86K	+130.69%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.15%	425.29K	37.23M	-114.23K	-21.17%
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0.14%	390.43K	34.18M	107.71K	+38.10%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	0.93%	2.62M	229.08M	1.4K	+0.05%
Mar 31, 2024	VANGUARD GROUP INC	10.11%	28.36M	2.48B	203.11K	+0.72%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.52%	1.46M	127.4M	13.8K	+0.96%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	4.54%	12.72M	1.11B	392.25K	+3.18%
Mar 31, 2024	INVESCO LTD.	0.96%	2.7M	236.28M	654.67K	+32.02%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.11%	3.11M	272.18M	-999.06K	-24.32%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.26%	3.52M	308.15M	-78.54K	-2.18%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.63%	4.57M	400.28M	-663.85K	-12.68%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1%	2.8M	245.25M	801.3K	+40.06%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	1.08%	3.02M	244.84M	6.11K	+0.20%
Mar 31, 2024	STATE STREET CORP	3.86%	10.83M	948.24M	85.84K	+0.80%
Mar 31, 2024	MORGAN STANLEY	3.16%	8.87M	776.12M	-133.99K	-1.49%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.07%	5.79M	505.66M	238.92K	+4.30%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.19%	3.34M	292.56M	54.15K	+1.65%
Mar 31, 2024	SELECT EQUITY GROUP, L.P.	4.84%	13.61M	1.19B	-704.09K	-4.92%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.51%	1.44M	125.94M	-56.09K	-3.75%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.51%	1.44M	126.11M	-59.88K	-3.99%
Mar 31, 2024	CAPITAL WORLD INVESTORS	0.5%	1.41M	123.71M	473.98K	+50.46%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.5%	1.41M	123.34M	323.98K	+29.86%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	1.4M	122.6M	426.68K	+43.82%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.5%	1.4M	122.35M	238.19K	+20.54%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	1.39M	120.2M	-3.75K	-0.27%
Mar 31, 2024	CLOSE ASSET MANAGEMENT LTD	0.47%	1.33M	116.66M	157	+0.01%
Mar 31, 2024	LIONTRUST INVESTMENT PARTNERS LLP	0.46%	1.3M	113.46M	-44.07K	-3.29%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.45%	1.27M	110.99M	19.87K	+1.59%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	657.28K	46.74M	18.56K	+2.91%
Dec 31, 2023	DEUTSCHE BANK AG\	0.25%	698.68K	49.68M	225.08K	+47.52%
Dec 31, 2023	TANDEM INVESTMENT ADVISORS, INC.	0.26%	717.21K	51M	17.11K	+2.44%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.26%	725.02K	51.56M	327.25K	+82.27%
Dec 31, 2023	SWISS NATIONAL BANK	0.27%	753.8K	53.6M	-20.9K	-2.70%
Dec 31, 2023	FMR LLC	0.3%	835.81K	59.43M	-185.86K	-18.19%
Dec 31, 2023	JPMORGAN CHASE & CO	0.31%	863.37K	61.39M	189.7K	+28.16%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.32%	901.24K	64.09M	-14.74K	-1.61%
Dec 31, 2023	MAN GROUP PLC	0.32%	905.71K	64.41M	178.11K	+24.48%
Dec 31, 2023	CAPITAL WORLD INVESTORS	0.34%	939.24K	66.79M	0	0
Dec 31, 2023	ROYAL LONDON ASSET MANAGEMENT LTD	0.34%	957.4K	68.08M	-51.35K	-5.09%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.35%	973.8K	69.25M	50.73K	+5.50%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.36%	1.02M	72.34M	-134.06K	-11.64%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.39%	1.08M	77.15M	91.33K	+9.19%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.41%	1.16M	82.45M	1.16M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.45%	1.25M	88.74M	26.08K	+2.13%
Dec 31, 2023	BARCLAYS PLC	0.45%	1.26M	89.67M	305.4K	+31.96%
Dec 31, 2023	CLOSE ASSET MANAGEMENT LTD	0.48%	1.33M	94.82M	4.59K	+0.35%
Dec 31, 2023	LIONTRUST INVESTMENT PARTNERS LLP	0.48%	1.34M	95.3M	-85.6K	-6.00%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.49%	1.36M	96.82M	34.43K	+2.59%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	1.4M	99.28M	-12.92K	-0.92%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.51%	1.44M	102.51M	178.16K	+14.10%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.53%	1.49M	106.29M	19.31K	+1.31%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.54%	1.5M	106.7M	-15.85K	-1.05%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.56%	1.58M	112.53M	-149.91K	-8.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.61%	1.71M	121.38M	75.78K	+4.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.7%	1.96M	139.65M	248.18K	+14.47%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.71%	2M	142.24M	865.08K	+76.21%
Dec 31, 2023	INVESCO LTD.	0.73%	2.04M	145.38M	106.98K	+5.52%
Dec 31, 2023	NORTHERN TRUST CORP	0.79%	2.22M	157.61M	-69.09K	-3.02%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.83%	2.32M	165.19M	-288.12K	-11.03%
Dec 31, 2023	FENIMORE ASSET MANAGEMENT INC	0.86%	2.42M	171.96M	-12.08K	-0.50%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	0.93%	2.62M	185.98M	-638.6K	-19.63%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	1.08%	3.01M	194.06M	215.09K	+7.68%
Dec 31, 2023	NORGES BANK	1.09%	3.06M	217.66M	3.06M	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.17%	3.29M	233.8M	-155.01K	-4.50%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.28%	3.6M	255.9M	524.81K	+17.07%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.87%	5.24M	372.36M	29.51K	+0.57%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.98%	5.55M	393.79M	168.11K	+3.12%
Dec 31, 2023	MORGAN STANLEY	3.21%	9M	639.98M	-335.74K	-3.60%
Dec 31, 2023	STATE STREET CORP	3.83%	10.75M	764.16M	40.63K	+0.38%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	4.4%	12.33M	876.5M	294.14K	+2.44%
Dec 31, 2023	SELECT EQUITY GROUP, L.P.	5.1%	14.31M	1.02B	-443.28K	-3.00%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.23%	648.55K	46.12M	500.85K	+339.09%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.22%	608.03K	43.24M	-422.25K	-40.98%
Dec 31, 2023	BLACKROCK INC.	5.83%	16.35M	1.16B	256.9K	+1.60%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.23%	631.06K	44.87M	-8.22K	-1.29%
Dec 31, 2023	VANGUARD GROUP INC	10.04%	28.15M	2B	266.44K	+0.96%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.21%	584.63K	41.73M	377.05K	+181.65%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.47%	4.11M	292.14M	-37.94K	-0.92%

Insiders

Insiders	Designation	Shares Held
BROWN HYATT J	Chairman	36M
KIRK KENNETH D	Former Regional President	621.66K
DOWNS LINDA S	COO and Regional President	410.9K
HAYS JAMES CHARLES	director	365.06K
PENNY JEROME SCOTT	EVP Chief Acquisitions Officer	357.06K
HENDERSON JIM W	Former Vice Chairman and COO	215K
LYDECKER CHARLIE	Regional Executive VP	210.43K
WALKER CORY T	Sr. VP, CFO and Treasurer	112.87K
BOONE SAM R JR	Regional Executive VP	91.13K
WATTS R. ANDREW	EVP, CFO and Treasurer	88.45K
GRAMMIG LAUREL L	VP, Secretary	64.69K
BOYD STEPHEN M	EVP/ Pres Wholesale Brokerage	64.47K
BRIDGES C ROY	Regional President	56.18K
STRIANESE ANTHONY T	EVP and Pres. Wholesale Div.	44.83K
WALKER CHRIS L	EVP and Pres. Programs Segment	35.44K
LLOYD ROBERT W	EVP, Secy, General Counsel	33.75K
MASTERS KENNETH R	Senior Vice President	32.14K
FREEBOURN RICHARD	EVP and People Officer	30.61K
BROWN & BROWN INC	Regional President	23.69K
TURPIN JULIE	EVP/Chief People Officer	23.6K
GELLERSTEDT LAWRENCE L III	director	16.28K
RIORDAN MICHAEL J.	Regional Executive VP	9.11K
KRUMP PAUL J	director	5.35K
MASOJADA BRONISLAW EDMUND	director	5K
BROWN HUGH M	director	1.29K
PROCTOR H PALMER JR	director	0
RILEY THOMAS E	Regional President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 08, 2025	KRUMP PAUL J	PURCHASE	93.31	2.68K	249.88K	5.35K
Aug 06, 2025	MASOJADA BRONISLAW EDMUND	PURCHASE	91.44	1K	91.44K	5K
Nov 26, 2024	BROWN HYATT J	SALE	111.75	29.92K	3.34M	36M
Nov 25, 2024	BROWN HYATT J	SALE	111.75	389.01K	43.47M	36.03M
Aug 29, 2024	BROWN HYATT J	SALE	104.51	134.64K	14.07M	0
Aug 08, 2024	WATTS R. ANDREW	SALE	100.32	2.5K	250.8K	88.45K
Jun 07, 2024	TURPIN JULIE	SALE	89.92	3.35K	301.23K	23.6K
Mar 13, 2024	BROWN HYATT J	SALE	85.25	41.68K	3.55M	37.37M
Mar 12, 2024	BROWN HYATT J	SALE	86.05	50K	4.3M	37.46M
Nov 02, 2023	BOYD STEPHEN M	SALE	70.63	351	24.79K	64.47K
Jun 21, 2023	MASOJADA BRONISLAW EDMUND	PURCHASE	65.78	4K	263.12K	4K
May 01, 2023	PROCTOR H PALMER JR	SALE	65.68	448	29.42K	0
Mar 15, 2023	HAYS JAMES CHARLES	PURCHASE	53.50	5K	267.5K	365.06K
Feb 10, 2023	GELLERSTEDT LAWRENCE L III	PURCHASE	57.92	3.4K	196.93K	16.28K
Aug 08, 2022	LLOYD ROBERT W	SALE	65.48	10.13K	663.29K	33.75K
May 19, 2022	GELLERSTEDT LAWRENCE L III	PURCHASE	54.95	1.8K	98.91K	12.88K
May 05, 2022	GELLERSTEDT LAWRENCE L III	PURCHASE	58.90	1.69K	99.54K	11.08K
May 05, 2022	BROWN HUGH M	PURCHASE	60.92	487	29.67K	1.29K
May 05, 2022	HAYS JAMES CHARLES	PURCHASE	58.90	5K	294.5K	359.6K
May 04, 2022	BROWN HUGH M	PURCHASE	59.66	824	49.16K	49.45K
May 04, 2022	HAYS JAMES CHARLES	PURCHASE	58.90	5K	294.5K	354.6K
May 03, 2022	GELLERSTEDT LAWRENCE L III	PURCHASE	59.99	1.67K	100.18K	7.73K
Jan 27, 2022	PROCTOR H PALMER JR	PURCHASE	61.53	2K	123.06K	39.43K
Aug 25, 2021	BOYD STEPHEN M	SALE	58.03	7.05K	409.08K	40.23K
Jul 29, 2021	PROCTOR H PALMER JR	PURCHASE	54.98	2K	109.96K	37.43K
May 06, 2021	LLOYD ROBERT W	SALE	53.52	9.63K	515.34K	30.9K
Apr 29, 2021	BROWN HYATT J	SALE	51.66	850K	43.91M	39.95M
Jan 29, 2021	HAYS JAMES CHARLES	PURCHASE	43.35	5K	216.75K	342.61K
Jul 30, 2020	LLOYD ROBERT W	SALE	44.50	21.83K	971.31K	20.16K
Feb 20, 2020	WALKER CHRIS L	SALE	48.46	4.47K	216.58K	35.44K
Dec 19, 2019	PENNY JEROME SCOTT	SALE	39.47	30K	1.18M	357.06K
Jul 25, 2019	PROCTOR H PALMER JR	PURCHASE	35.96	3.2K	115.07K	29.35K
Mar 13, 2019	STRIANESE ANTHONY T	SALE	29.17	35K	1.02M	44.83K
Mar 06, 2019	LLOYD ROBERT W	SALE	29.29	10.6K	310.48K	16.72K
Nov 07, 2018	STRIANESE ANTHONY T	SALE	28.66	2K	57.32K	57.65K
Mar 15, 2018	BROWN HYATT J	SALE	52.75	100.24K	5.29M	20.4M
Mar 14, 2018	BROWN HYATT J	SALE	52.75	4.2K	221.53K	20.51M
Mar 13, 2018	BROWN HYATT J	SALE	53.13	35.56K	1.89M	20.51M
Aug 02, 2017	STRIANESE ANTHONY T	SALE	44.29	3.87K	171.4K	19.47K
Aug 01, 2017	STRIANESE ANTHONY T	SALE	44.56	5K	222.8K	28.34K
Apr 21, 2017	STRIANESE ANTHONY T	SALE	42.24	24.56K	1.04M	18.79K
Dec 01, 2016	PENNY JEROME SCOTT	SALE	43.56	10K	435.58K	148.99K
Nov 23, 2016	FREEBOURN RICHARD	SALE	42.90	25K	1.07M	30.61K
Nov 23, 2016	PENNY JEROME SCOTT	SALE	42.64	15K	639.59K	158.99K
Sep 20, 2016	LLOYD ROBERT W	SALE	37.31	2.97K	110.86K	0
Jun 30, 2016	STRIANESE ANTHONY T	SALE	37.02	1.44K	53.46K	28.99K
Jun 24, 2016	FREEBOURN RICHARD	SALE	35.69	27.57K	983.98K	0
May 25, 2016	STRIANESE ANTHONY T	SALE	35.64	2.7K	96.23K	30.44K
Mar 29, 2016	PENNY JEROME SCOTT	SALE	35.41	15K	531.11K	164.04K
Mar 23, 2016	STRIANESE ANTHONY T	SALE	35.25	5.77K	203.24K	30.61K
Nov 30, 2015	FREEBOURN RICHARD	SALE	32.50	490	15.93K	0
Jul 24, 2015	FREEBOURN RICHARD	SALE	33.65	340	11.44K	490
Jun 18, 2015	STRIANESE ANTHONY T	SALE	33.59	3.99K	133.86K	11.67K
Jun 17, 2015	PENNY JEROME SCOTT	SALE	33.39	15K	500.85K	197.51K
Jun 13, 2015	FREEBOURN RICHARD	SALE	32.72	155	5.07K	830
Jun 04, 2015	STRIANESE ANTHONY T	SALE	32.96	3K	98.88K	15.66K
May 18, 2015	FREEBOURN RICHARD	SALE	32.02	190	6.08K	985
Nov 26, 2014	FREEBOURN RICHARD	SALE	32.29	75	2.42K	1.18K
Sep 08, 2014	MASTERS KENNETH R	SALE	32.74	21.88K	716.48K	32.14K
Jun 24, 2014	MASTERS KENNETH R	SALE	30.50	21.88K	667.43K	31.19K
Nov 06, 2013	STRIANESE ANTHONY T	SALE	31.06	3K	93.18K	638
Sep 04, 2013	PROCTOR H PALMER JR	PURCHASE	30.75	1K	30.75K	5.1K
Mar 28, 2013	BRIDGES C ROY	SALE	31.78	50K	1.59M	56.18K
Mar 27, 2013	GRAMMIG LAUREL L	SALE	31.80	17.3K	550.11K	64.69K
Mar 22, 2013	PENNY JEROME SCOTT	SALE	31.49	15K	472.35K	45.32K
Mar 18, 2013	WALKER CORY T	SALE	31.00	8K	248K	112.87K
Mar 18, 2013	BOONE SAM R JR	SALE	31.00	22.84K	707.95K	91.13K
Mar 14, 2013	BRIDGES C ROY	SALE	30.67	45K	1.38M	106.18K
Mar 08, 2013	DOWNS LINDA S	SALE	30.18	50K	1.51M	410.9K
Feb 08, 2013	PROCTOR H PALMER JR	PURCHASE	29.25	339	9.92K	4.1K
Feb 06, 2013	STRIANESE ANTHONY T	SALE	29.32	20K	586.4K	2.47K
Dec 31, 2012	BRIDGES C ROY	SALE	25.03	36.37K	910.27K	151.18K
Dec 26, 2012	STRIANESE ANTHONY T	SALE	25.56	20K	511.2K	22.47K
Dec 12, 2012	LLOYD ROBERT W	SALE	26.22	4K	104.88K	246
Oct 25, 2012	PROCTOR H PALMER JR	PURCHASE	25.20	2.5K	63K	2.5K
Sep 13, 2012	STRIANESE ANTHONY T	SALE	26.62	2.5K	66.55K	2.47K
Jun 27, 2012	PENNY JEROME SCOTT	SALE	26.50	20K	530K	129.36K
Apr 27, 2012	BROWN & BROWN INC	SALE	26.90	11.42K	307.17K	23.69K
Apr 24, 2012	BOONE SAM R JR	SALE	26.45	15K	396.75K	83.69K
Mar 28, 2012	BROWN & BROWN INC	SALE	23.60	3.98K	93.95K	45.88K
Mar 27, 2012	BROWN & BROWN INC	SALE	23.90	1.02K	24.35K	49.87K
Dec 20, 2011	BRIDGES C ROY	SALE	21.96	15K	329.4K	35.11K
Jul 21, 2011	WALKER CORY T	PURCHASE	21.82	20K	436.4K	157.55K
Apr 29, 2011	BRIDGES C ROY	SALE	25.62	30K	768.6K	48.59K
Mar 23, 2011	STRIANESE ANTHONY T	SALE	24.93	5K	124.65K	1.94K
Dec 30, 2010	LYDECKER CHARLIE	SALE	24.24	4.2K	101.81K	210.43K
Dec 27, 2010	HENDERSON JIM W	SALE	24.20	16.77K	405.81K	215K
Dec 23, 2010	HENDERSON JIM W	SALE	24.23	18.23K	441.74K	231.77K
Dec 02, 2010	HENDERSON JIM W	SALE	23.78	100.63K	2.39M	6.86K
Nov 24, 2010	RIORDAN MICHAEL J.	PURCHASE	23.00	3.26K	75K	9.11K
Nov 16, 2010	DOWNS LINDA S	SALE	22.50	85.5K	1.92M	323.33K
Nov 10, 2010	LLOYD ROBERT W	SALE	22.77	2.66K	60.45K	2.98K
Nov 05, 2010	RILEY THOMAS E	SALE	23.03	107.74K	2.48M	0
Oct 21, 2010	HENDERSON JIM W	SALE	21.84	50K	1.09M	107.49K
Sep 21, 2010	DOWNS LINDA S	SALE	20.34	38.64K	785.88K	0
Sep 20, 2010	BRIDGES C ROY	SALE	20.22	16.02K	323.86K	12.17K
Sep 17, 2010	BRIDGES C ROY	SALE	20.25	16.02K	324.41K	28.19K
Sep 17, 2010	HENDERSON JIM W	SALE	20.17	25K	504.25K	157.49K
Aug 10, 2010	HENDERSON JIM W	SALE	20.25	23K	465.75K	182.49K
Aug 09, 2010	KIRK KENNETH D	SALE	20.50	50K	1.03M	621.66K

BRO Stock Ownership Breakdown

Brown & Brown

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions