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Brown & Brown
BRO

Overview Fund Activity

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
307
Reduced
259
Closed
52
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$376M
2
BlackRock
BlackRock
New York
$1.86B
3
GC
Gobi Capital
California
$102M
4
Invesco
Invesco
Georgia
$354M
5
Millennium Management
Millennium Management
New York
$59.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$992M
2
APG Asset Management
APG Asset Management
Netherlands
$61.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254M
4
CCP
Clarkston Capital Partners
Michigan
$101M
5
Morgan Stanley
Morgan Stanley
New York
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
226
Great Lakes Advisors
Illinois
$4.99M -$121K -1,169 -2%
HWM
227
Heirloom Wealth Management
Colorado
$4.97M +$253K +2,438 +5%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$4.83M +$430K +4,146 +10%
PFM
229
Patton Fund Management
Texas
$4.81M -$259K -2,496 -5%
CWM
230
CIBC World Markets
New York
$4.79M +$58.2K +562 +1%
IAA
231
Independent Advisor Alliance
North Carolina
$4.73M -$35K -338 -0.7%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$4.7M +$371K +3,581 +9%
SG Americas Securities
233
SG Americas Securities
New York
$4.69M +$321K +3,098 +7%
Macquarie Group
234
Macquarie Group
Australia
$4.63M +$3.85M +37,132 +494%
FRAF
235
Första AP-fonden
Sweden
$4.62M +$559K +5,400 +14%
LFS
236
Legacy Financial Strategies
Kansas
$4.52M -$20.6K -199 -0.5%
TBA
237
Tower Bridge Advisors
Pennsylvania
$4.45M -$162K -1,564 -4%
DnB Asset Management
238
DnB Asset Management
Norway
$4.39M +$39.7K +383 +0.9%
KFA
239
Kelleher Financial Advisors
New York
$4.36M – – –
X
240
Xponance
Pennsylvania
$4.35M +$16K +154 +0.4%
FHB
241
First Hawaiian Bank
Hawaii
$4.31M +$1.11M +10,681 +34%
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.28M +$114K +1,100 +3%
KBC Group
243
KBC Group
Belgium
$4.27M +$985K +9,507 +30%
MOACM
244
Mutual of America Capital Management
New York
$4.25M -$111K -1,067 -3%
DLCIG
245
D.L. Carlson Investment Group
New Hampshire
$4.22M +$9.43K +91 +0.2%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$4.19M -$629K -6,074 -13%
CCA
247
Catalyst Capital Advisors
New York
$4.18M -$126K -1,220 -3%
GVAG
248
Great Valley Advisor Group
Delaware
$4.16M +$2.41M +23,240 +137%
URS
249
Utah Retirement Systems
Utah
$4.08M +$10.4K +100 +0.3%
OCA
250
Otter Creek Advisors
Florida
$4.06M +$162K +1,564 +4%
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