We are live on ! Find out more
BRO icon

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
IF
251
Integrity Financial
Wyoming
$3.2M
ASN
252
Advisory Services Network
Georgia
$3.19M +$49.7K +573 +2%
US Bancorp
253
US Bancorp
Minnesota
$3.17M -$136K -1,564 -4%
Cerity Partners
254
Cerity Partners
New York
$3.16M -$2.59M -29,807 -46%
TI
255
Tidal Investments
Wisconsin
$3.08M +$1.14M +13,174 +62%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$3.07M +$56.9K +656 +2%
FNA
257
First National Advisers
Nebraska
$3.07M -$476K -5,485 -14%
NYLIM
258
New York Life Investment Management
New York
$2.92M +$21.9K +252 +0.8%
CCA
259
Covey Capital Advisors
Georgia
$2.9M +$88.6K +1,021 +3%
FMC
260
First Merchants Corp
Indiana
$2.84M +$29.3K +338 +1%
KBC Group
261
KBC Group
Belgium
$2.84M -$712K -8,200 -21%
CL
262
Choreo LLC
Illinois
$2.78M +$574K +6,614 +27%
CIC
263
Crawford Investment Counsel
Georgia
$2.78M +$81.2K +935 +3%
VNIM
264
Vaughan Nelson Investment Management
Texas
$2.78M +$579K +6,675 +27%
FHB
265
First Hawaiian Bank
Hawaii
$2.77M +$52K +599 +2%
AI
266
Atria Investments
North Carolina
$2.74M +$603K +6,942 +29%
OAM
267
Oppenheimer Asset Management
New York
$2.69M -$30.7K -354 -1%
NAM
268
Nissay Asset Management
Japan
$2.68M +$58.5K +674 +2%
Creative Planning
269
Creative Planning
Kansas
$2.66M +$1.06M +12,236 +70%
WCM
270
Wedge Capital Management
North Carolina
$2.66M -$3.22M -37,125 -56%
FCM
271
FJ Capital Management
Virginia
$2.64M -$82.7K -953 -3%
BNP Paribas Asset Management
272
BNP Paribas Asset Management
France
$2.63M -$140K -1,615 -5%
IG
273
ING Group
Netherlands
$2.62M +$2.54M +29,284 New
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$2.61M -$73.4K -846 -3%
JSSH
275
J. Safra Sarasin Holding
$2.6M +$2.53M +29,115 New

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.