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Brown & Brown

755 hedge funds and large institutions have $18.7B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 301 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $580K

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

31% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 230

6% more funds holding

Funds holding: 715755 (+40)

1.1% more ownership

Funds ownership: 72.25%73.35% (+1.1%)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$648M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
755
Holders Change
+40
Holders Change %
+5.59%
% of All Funds
10.9%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
100
Increased
301
Reduced
230
Closed
51
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
226
Legacy Financial Strategies
Kansas
$3.95M +$279K +3,215 +8%
HC
227
Henshaw Capital
Massachusetts
$3.83M
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$3.8M -$2.93M -33,761 -44%
SG Americas Securities
229
SG Americas Securities
New York
$3.77M -$1.51M -17,367 -29%
MOACM
230
Mutual of America Capital Management
New York
$3.77M -$96.7K -1,114 -3%
KFA
231
Kelleher Financial Advisors
New York
$3.76M
DnB Asset Management
232
DnB Asset Management
Norway
$3.75M +$257K +2,965 +8%
X
233
Xponance
Pennsylvania
$3.74M +$86.3K +994 +2%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$3.74M +$214K +2,465 +6%
CCA
235
Catalyst Capital Advisors
New York
$3.72M -$21.7K -250 -0.6%
AIM
236
Achmea Investment Management
Netherlands
$3.68M +$215K +2,473 +6%
HH
237
HWG Holdings
Texas
$3.67M +$3.56M +41,043 New
DLCIG
238
D.L. Carlson Investment Group
New Hampshire
$3.63M +$3.52M +40,598 New
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.59M +$260K +2,990 +8%
EFP
240
Elser Financial Planning
Indiana
$3.56M +$3.45M +39,779 New
URS
241
Utah Retirement Systems
Utah
$3.51M -$143K -1,646 -4%
FAF
242
Första AP-fonden
Sweden
$3.5M -$451K -5,200 -12%
SPIA
243
Steward Partners Investment Advisory
New York
$3.46M +$652K +7,516 +24%
WorldQuant Millennium Advisors
244
WorldQuant Millennium Advisors
New York
$3.46M +$2.92M +33,583 +661%
DC
245
Davenport & Co
Virginia
$3.45M +$2.83M +32,558 +543%
SAM
246
Silphium Asset Management
United Kingdom
$3.42M +$206K +2,371 +7%
OCA
247
Otter Creek Advisors
Florida
$3.37M +$1.48M +17,102 +83%
TAF
248
Tredje AP-fonden
Sweden
$3.36M -$51.6K -594 -2%
BFA
249
Brendel Financial Advisors
New Hampshire
$3.29M +$3.19M +36,774 New
AIM
250
Access Investment Management
Georgia
$3.24M +$8.25K +95 +0.3%

BRO Hedge Fund Activity: Q2 2024 in Review

755 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2024, worth a combined $18.7B — up 3.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BRO positions and 51 closed out — a net gain of 49 holders — while 301 added to existing stakes and 230 trimmed.

The largest buyer was Barclays, adding an estimated $108M. The largest seller was Clarkston Capital Partners, cutting an estimated $89.3M.

  • 755 institutional investors held Brown & Brown (BRO) as of Q2 2024, up from 715 in Q1 2024.
  • Funds reported $18.7B of Brown & Brown stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 100 funds opened new Brown & Brown positions in Q2 2024 and 51 closed out, a net change of +49 holders.
  • The largest Brown & Brown buyer in Q2 2024 was Barclays, an estimated $108M added.
  • The largest Brown & Brown seller in Q2 2024 was Clarkston Capital Partners, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2024.