Vault-13

BROWN & BROWN INC BRO

COM · Common Stock · CUSIP 115236101 · ISIN US1152361010

American insurance company

912 institutional holders +38 vs Q4 2024
218,422,567218.4m shares reported held*
76.2% of all shares outstanding*
$27.1bnreported value*
120 new 336 added 317 reduced 81 sold out net bought ≈ $926.0m (+7.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($176.3m this quarter). Holder counts are more reliable. Shares outstanding: 286.6m as of 2025-04-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $124.27. Options: 7 managers hold calls ($26.2m notional), 8 hold puts ($10.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 567Q4 22: 573Q1 23: 570Q2 23: 608Q3 23: 632Q4 23: 688Q1 24: 718Q2 24: 761Q3 24: 824Q4 24: 874Q1 25: 912912Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022567
Q4 2022573
Q1 2023570
Q2 2023608
Q3 2023632
Q4 2023688
Q1 2024718
Q2 2024761
Q3 2024824
Q4 2024874
Q1 2025912

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q2 23: 306 bought or addedQ2 23: 237 cut or sold outQ3 23: 281 bought or addedQ3 23: 263 cut or sold outQ3 23Q4 23: 321 bought or addedQ4 23: 274 cut or sold outQ1 24: 363 bought or addedQ1 24: 290 cut or sold outQ1 24Q2 24: 389 bought or addedQ2 24: 281 cut or sold outQ3 24: 417 bought or addedQ3 24: 315 cut or sold outQ3 24Q4 24: 406 bought or addedQ4 24: 334 cut or sold outQ1 25: 456 bought or addedQ1 25: 398 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023306237
Q3 2023281263
Q4 2023321274
Q1 2024363290
Q2 2024389281
Q3 2024417315
Q4 2024406334
Q1 2025456398

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 24 calls: $26.2mQ2 24 puts: $580.2kQ2 24P/C 0.02Q3 24 calls: $28.5mQ3 24 puts: $1.1mQ3 24P/C 0.04Q4 24 calls: $21.5mQ4 24 puts: $1.7mQ4 24P/C 0.08Q1 25 calls: $26.2mQ1 25 puts: $10.6mQ1 25P/C 0.41
Numbers
QuarterCallsPutsP/C
Q2 2024$26.2m$580.2k0.02
Q3 2024$28.5m$1.1m0.04
Q4 2024$21.5m$1.7m0.08
Q1 2025$26.2m$10.6m0.41

Biggest buyers

PARNASSUS INVESTMENTS, LLC New +7,227,805+7.2m
Capital World Investors Added +4,069,273+4.1m
Handelsbanken Fonder AB Added +832,100+832.1k
NORDEA INVESTMENT MANAGEMENT AB Added +618,118+618.1k
CAPTRUST FINANCIAL ADVISORS Added +576,466+576.5k
VANGUARD GROUP INC Added +560,980+561.0k
ABN AMRO INVESTMENT SOLUTIONS New +473,219+473.2k
RAYMOND JAMES FINANCIAL INC Added +465,028+465.0k
Assenagon Asset Management S.A. Added +350,236+350.2k
RENAISSANCE GROUP LLC New +320,889+320.9k

Biggest sellers

Select Equity Group, L.P. Reduced -1,704,535-1.7m
FIRST TRUST ADVISORS LP Reduced -1,693,872-1.7m
MORGAN STANLEY Reduced -1,174,686-1.2m
STOREBRAND ASSET MANAGEMENT AS Reduced -685,478-685.5k
Balyasny Asset Management L.P. Reduced -682,500-682.5k
Point72 Asset Management, L.P. Sold out -493,658-493.7k
Robeco Institutional Asset Management B.V. Reduced -437,182-437.2k
DEUTSCHE BANK AG\ Reduced -403,481-403.5k
Amundi Reduced -363,770-363.8k
BlackRock, Inc. Reduced -276,700-276.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $17.0m136.6k shares
JANE STREET GROUP, LLC Reduced $6.7m53.7k shares
CITADEL ADVISORS LLC Reduced $1.1m9.1k shares
WOLVERINE TRADING, LLC Added $860.5k7.0k shares
SIMPLEX TRADING, LLC Added $510.0k4.1k shares
GROUP ONE TRADING LLC Reduced $62.2k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $8.4m67.8k shares
SIMPLEX TRADING, LLC Added $858.0k6.9k shares
CITADEL ADVISORS LLC Reduced $634.4k5.1k shares
CAPSTONE INVESTMENT ADVISORS, LLC Reduced $311.0k2.5k shares
JANE STREET GROUP, LLC New $286.1k2.3k shares
GROUP ONE TRADING LLC New $112.0k900 shares
Quaker Wealth Management, LLC First filing $2492 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.4% new 21.8m≈ $1.4bn 2026-04-29
FMR LLC 13G · institution new · filed 2026-08-06 5.4% new 18.3m≈ $1.2bn 2026-08-06

Fell to 5% or below in the last year: Capital World Investors (4.9%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 23: 1 buyingQ2 23: 1 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 1 sellingQ1 24Q2 24: 0 buyingQ2 24: 1 sellingQ3 24: 0 buyingQ3 24: 2 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20231$263.1k1$29.5k—
Q3 20230—0——
Q4 20230—1$176.6k—
Q1 20240—1$20.2m—
Q2 20240—1$301.2k—
Q3 20240—2$14.3m—
Q4 20240—1$46.8m—
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 30,501,11930.5m $3.8bn $3.8bn 0.07% Added +561.0k +560,980
2 BlackRock, Inc. 0.05% of their portfolio New York, NY 18,389,67218.4m $2.3bn $2.3bn 0.05% Reduced -276.7k -276,700
3 PRINCIPAL FINANCIAL GROUP INC 0.90% of their portfolio DES MOINES, IA 12,940,04612.9m $1.6bn $1.6bn 0.90% Added +38.1k +38,078
4 STATE STREET CORP 0.06% of their portfolio BOSTON, MA 11,198,68211.2m $1.4bn $1.4bn 0.06% Added +49.4k +49,363
5 Capital World Investors 0.17% of their portfolio LOS ANGELES, CA 8,264,9548.3m $1.0bn $1.0bn 0.17% Added +4.1m +4,069,273
6 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 7,402,5307.4m $920.9m $920.9m 0.07% Reduced -1.2m -1,174,686
7 PARNASSUS INVESTMENTS, LLC 2.16% of their portfolio San Francisco, CA 7,227,8057.2m $899.1m $899.1m 2.16% New
8 GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio BOSTON, MA 6,319,2266.3m $783.7m $783.7m 0.06% Added +219.6k +219,577
9 Select Equity Group, L.P. 3.48% of their portfolio NEW YORK, NY 6,274,3726.3m $780.5m $780.5m 3.48% Reduced -1.7m -1,704,535
10 Invesco Ltd. 0.10% of their portfolio ATLANTA, GA 4,120,1354.1m $512.5m $512.5m 0.10% Added +316.5k +316,519
11 Allspring Global Investments Holdings, LLC 0.80% of their portfolio CHARLOTTE, NC 3,706,9273.7m $460.1m $460.1m 0.80% Reduced -215.4k -215,374
12 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 3,251,6503.3m $404.5m $404.5m 0.10% Added +16.6k +16,605
13 NORGES BANK 0.05% of their portfolio OSLO, Q8 3,094,6313.1m $385.0m $385.0m 0.05% Added +22.6k +22,570
14 ROYAL BANK OF CANADA 0.09% of their portfolio TORONTO, A6 3,063,7413.1m $381.1m $381.1m 0.09% Added +181.3k +181,315
15 BARCLAYS PLC 0.13% of their portfolio LONDON, X0 2,383,5842.4m $296.5m $296.5m 0.13% Added +126.4k +126,377
16 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.28% of their portfolio Toronto, A6 2,380,7232.4m $296.2m $296.2m 0.28% Reduced -29.4k -29,392
17 NORTHERN TRUST CORP 0.04% of their portfolio CHICAGO, IL 2,353,3762.4m $292.8m $292.8m 0.04% Added +33.2k +33,178
18 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 2,313,4312.3m $287.8m $287.8m 0.03% Added +309.6k +309,638
19 Fenimore Asset Management Inc 5.65% of their portfolio Cobleskill, NY 2,144,2932.1m $266.7m $266.7m 5.65% Reduced -154.2k -154,215
20 Madison Asset Management, LLC 2.86% of their portfolio MADISON, WI 2,060,9542.1m $256.4m $256.4m 2.86% Added +119.9k +119,856
21 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 2,006,0962.0m $249.6m $249.6m 0.05% Reduced -266.0k -266,040
22 First Eagle Investment Management, LLC 0.50% of their portfolio NEW YORK, NY 1,921,6991.9m $239.1m $239.1m 0.50% Added +7.4k +7,414
23 ROYAL LONDON ASSET MANAGEMENT LTD 0.51% of their portfolio UNITED KINGDOM, X0 1,729,5761.7m $215.2m $215.2m 0.51% Reduced -38.5k -38,494
24 ProShare Advisors LLC 0.47% of their portfolio BETHESDA, MD 1,667,5431.7m $207.4m $207.4m 0.47% Reduced -178.6k -178,606
25 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.49% of their portfolio LOS ANGELES, CA 1,620,5361.6m $201.6m $201.6m 0.49% Added +9.2k +9,250
26 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio NEW YORK, NY 1,585,8401.6m $197.3m $197.3m 0.05% Added +19.6k +19,576
27 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 1,535,8051.5m $191.0m $191.0m 0.05% Reduced -28.4k -28,380
28 CIBC Private Wealth Group LLC 0.33% of their portfolio ATLANTA, GA 1,405,4291.4m $158.0m $158.0m 0.33% Added +14.4k +14,427
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 1,374,6781.4m $171.0m $171.0m 0.03% Added +18.1k +18,143
30 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 1,328,2621.3m $165.2m $165.2m 0.03% Reduced -48.7k -48,742
31 Handelsbanken Fonder AB 0.67% of their portfolio STOCKHOLM, V7 1,314,4341.3m $163.5m $163.5m 0.67% Added +832.1k +832,100
32 TrinityBridge Ltd 4.50% of their portfolio LONDON, X0 1,257,6881.3m $156.5m $156.5m 4.50% Reduced -109.7k -109,650
33 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,244,2531.2m $154.8m $154.8m 0.03% Reduced -152.9k -152,856
34 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,169,9361.2m $145.5m $145.5m 0.05% Added +465.0k +465,028
35 Legal & General Group Plc 0.04% of their portfolio London, X0 1,121,8601.1m $139.6m $139.6m 0.04% Added +17.5k +17,458
36 CONGRESS ASSET MANAGEMENT CO 1.03% of their portfolio BOSTON, MA 1,110,7211.1m $138.2m $138.2m 1.03% Reduced -164.2k -164,163
37 CHILTON INVESTMENT CO INC. 3.30% of their portfolio STAMFORD, CT 1,086,6071.1m $135.2m $135.2m 3.30% Added +54.3k +54,282
38 California Public Employees Retirement System 0.09% of their portfolio Sacramento, CA 1,071,0111.1m $133.2m $133.2m 0.09% Reduced -32.0k -31,959
39 Gobi Capital LLC 7.55% of their portfolio Beverly Hills, CA 1,065,9371.1m $132.6m $132.6m 7.55% Reduced -10.9k -10,900
40 DEUTSCHE BANK AG\ 0.05% of their portfolio FRANKFURT AM MAIN, 2M 1,028,0811.0m $127.9m $127.9m 0.05% Reduced -403.5k -403,481
41 NATIXIS ADVISORS, LLC 0.22% of their portfolio Boston, MA 958,273958.3k $119.2m $119.2m 0.22% Added +116.5k +116,505
42 Clarkston Capital Partners, LLC 2.33% of their portfolio Rochester, MI 950,710950.7k $118.3m $118.3m 2.33% Added +2.7k +2,730
43 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 801,194801.2k $99.7m $99.7m 0.03% Added +46.6k +46,638
44 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 799,471799.5k $99.5m $99.5m 0.01% Added +82.5k +82,514
45 MACQUARIE GROUP LTD 0.12% of their portfolio Sydney, NSW 2000, C3 764,725764.7k $95.1m $95.1m 0.12% Reduced -44.2k -44,197
46 Tandem Investment Advisors, Inc. 3.32% of their portfolio CHARLESTON, SC 764,709764.7k $95.1m $95.1m 3.32% Added +18.7k +18,677
47 STOREBRAND ASSET MANAGEMENT AS 0.30% of their portfolio LYSAKER, Q8 737,323737.3k $91.7m $91.7m 0.30% Reduced -685.5k -685,478
48 Swiss National Bank 0.06% of their portfolio ZURICH, V8 685,500685.5k $85.3m $85.3m 0.06% Added +500 +500
49 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 676,839676.8k $84.2m $84.2m 0.01% Reduced -8.4k -8,418
50 FIRST TRUST ADVISORS LP 0.07% of their portfolio Wheaton, IL 656,167656.2k $81.6m $81.6m 0.07% Reduced -1.7m -1,693,872
51 CAPTRUST FINANCIAL ADVISORS 0.20% of their portfolio RALEIGH, NC 650,098650.1k $80.9m $80.9m 0.20% Added +576.5k +576,466
52 MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 649,852649.9k $80.8m $80.8m 0.08% Added +22.0k +22,039
53 BROWN BROTHERS HARRIMAN & CO 0.56% of their portfolio NEW YORK, NY 640,661640.7k $79.7m $79.7m 0.56% Added +63.2k +63,206
54 NORDEA INVESTMENT MANAGEMENT AB 0.08% of their portfolio STOCKHOLM, V7 639,864639.9k $79.4m $79.4m 0.08% Added +618.1k +618,118
55 Assenagon Asset Management S.A. 0.14% of their portfolio SENNINGERBERG, N4 628,690628.7k $78.2m $78.2m 0.14% Added +350.2k +350,236
56 FIL Ltd 0.07% of their portfolio HAMILTON, D0 619,358619.4k $77.0m $77.0m 0.07% Added +80.9k +80,925
57 SEI INVESTMENTS CO 0.10% of their portfolio OAKS, PA 603,482603.5k $75.1m $75.1m 0.10% Added +228.6k +228,555
58 Nuveen, LLC 0.02% of their portfolio CHARLOTTE, NC 585,971586.0k $72.9m $72.9m 0.02% First filing
59 Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio CHIYODA-KU, TOKYO, M0 582,811582.8k $72.5m $72.5m 0.05% Added +5.1k +5,106
60 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 559,991560.0k $69.7m $69.7m 0.02% Reduced -29.1k -29,127
61 SNYDER CAPITAL MANAGEMENT L P 1.50% of their portfolio San Francisco, CA 551,133551.1k $68.6m $68.6m 1.50% Reduced -11.6k -11,595
62 WORLDQUANT MILLENNIUM ADVISORS LLC 0.42% of their portfolio NEW YORK, NY 537,532537.5k $66.9m $66.9m 0.42% Added +229.1k +229,137
63 FMR LLC 0.00% of their portfolio BOSTON, MA 534,246534.2k $66.5m $66.5m 0.00% Reduced -62.9k -62,893
64 Vest Financial, LLC 1.03% of their portfolio MCLEAN, VA 533,273533.3k $66.3m $66.3m 1.03% Reduced -7.6k -7,641
65 BANK OF MONTREAL /CAN/ 0.04% of their portfolio TORONTO, A6 532,240532.2k $66.2m $66.2m 0.04% Added +153.1k +153,100
66 Mitsubishi UFJ Trust & Banking Corp 0.17% of their portfolio TOKYO, M0 530,887530.9k $66.0m $66.0m 0.17% Added +206.6k +206,645
67 SCHWARTZ INVESTMENT COUNSEL INC 2.22% of their portfolio PLYMOUTH, MI 519,150519.1k $64.6m $64.6m 2.22% Unchanged
68 RHUMBLINE ADVISERS 0.06% of their portfolio BOSTON, MA 513,570513.6k $63.9m $63.9m 0.06% Added +490 +490
69 Dundas Partners LLP 4.61% of their portfolio EDINBURGH, X0 503,111503.1k $62.6m $62.6m 4.61% Unchanged
70 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.88% of their portfolio ST. LOUIS, MO 493,525493.5k $61.4m $61.4m 0.88% Reduced -30.9k -30,862
71 HSBC HOLDINGS PLC 0.04% of their portfolio LONDON, X0 490,293490.3k $60.8m $60.8m 0.04% Reduced -62.0k -62,027
72 ABN AMRO INVESTMENT SOLUTIONS 1.23% of their portfolio PARIS CEDEX 008, I0 473,219473.2k $58.9m $58.9m 1.23% New
73 Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio TOKYO, M0 471,023471.0k $58.6m $58.6m 0.05% Added +37.2k +37,179
74 EULAV Asset Management 1.37% of their portfolio SARASOTA, FL 444,900444.9k $55.3m $55.3m 1.37% Added +14.0k +14,000
75 NOMURA ASSET MANAGEMENT CO LTD 0.16% of their portfolio TOKYO, M0 427,448427.4k $53.2m $53.2m 0.16% Reduced -14.2k -14,245
76 Polar Capital Holdings Plc 0.32% of their portfolio London, X0 425,000425.0k $52.9m $52.9m 0.32% Added +12.5k +12,500
77 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 424,112424.1k $52.8m $52.8m 0.09% Added +12.2k +12,162
78 VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 408,876408.9k $50.9m $50.9m 0.03% Added +241.7k +241,678
79 Rathbones Group PLC 0.24% of their portfolio Liverpool, X0 406,379406.4k $50.6m $50.6m 0.24% Added +130.9k +130,922
80 COOKSON PEIRCE & CO INC 2.50% of their portfolio PITTSBURGH, PA 400,113400.1k $49.8m $49.8m 2.50% Reduced -7.3k -7,298
81 TimesSquare Capital Management, LLC 0.72% of their portfolio NEW YORK, NY 358,962359.0k $44.7m $44.7m 0.72% Reduced -32.9k -32,910
82 DANSKE BANK A/S 0.14% of their portfolio COPENHAGEN V, G7 358,108358.1k $44.5m $44.5m 0.14% Added +147.8k +147,817
83 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 357,649357.6k $44.5m $44.5m 0.05% Reduced -15.4k -15,368
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio WEST SACRAMENTO, CA 343,657343.7k $42.8m $42.8m 0.05% Reduced -3.6k -3,622
85 Pictet Asset Management Holding SA 0.05% of their portfolio CAROUGE, V8 343,108343.1k $42.7m $42.7m 0.05% Added +19.2k +19,226
86 National Pension Service 0.04% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 341,513341.5k $42.5m $42.5m 0.04% Added +1.3k +1,321
87 APG Asset Management N.V. 0.12% of their portfolio Amsterdam, P7 325,655325.7k $37.5m $37.5m 0.12% Reduced -56.4k -56,417
88 VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio San Antonio, TX 324,055324.1k $40.3m $40.3m 0.04% Added +19.6k +19,650
89 RENAISSANCE GROUP LLC 1.76% of their portfolio Covington, KY 320,889320.9k $39.9m $39.9m 1.76% New
90 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 316,372316.4k $39.4m $39.4m 0.03% First filing
91 Port Capital LLC 1.78% of their portfolio CHICAGO, IL 315,815315.8k $39.3m $39.3m 1.78% Added +75.5k +75,483
92 Amundi 0.01% of their portfolio Paris, I0 314,762314.8k $39.2m $39.2m 0.01% Reduced -363.8k -363,770
93 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.75% of their portfolio PORTLAND, OR 312,116312.1k $38.8m $38.8m 0.75% Added +7.7k +7,725
94 Cresset Asset Management, LLC 0.19% of their portfolio Chicago, IL 311,986312.0k $38.8m $38.8m 0.19% Reduced -17.4k -17,431
95 Visualize Group LP 12.54% of their portfolio NEW YORK, NY 305,991306.0k $38.1m $38.1m 12.54% Added +138.8k +138,791
96 OSTERWEIS CAPITAL MANAGEMENT INC 1.85% of their portfolio SAN FRANCISCO, CA 300,979301.0k $37.4m $37.4m 1.85% Reduced -7.9k -7,897
97 Vancity Investment Management Ltd 5.08% of their portfolio VANCOUVER, A1 297,938297.9k $37.1m $37.1m 5.08% First filing
98 Giverny Capital Inc. 1.35% of their portfolio MONTREAL, A8 294,603294.6k $36.6m $36.6m 1.35% Reduced -206 -206
99 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 289,704289.7k $36.0m $36.0m 0.03% Added +199.5k +199,463
100 INTECH INVESTMENT MANAGEMENT LLC 0.37% of their portfolio WEST PALM BEACH, FL 287,115287.1k $35.7m $35.7m 0.37% Reduced -197.7k -197,664