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Brown & Brown

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
Name Holding Trade Value Shares
Change
Shares
Change %
EFP
251
Elser Financial Planning
Indiana
$4.02M -$98.4K -950 -2%
SAM
252
Silphium Asset Management
United Kingdom
$3.96M +$3.52K +34 +0.1%
DC
253
Davenport & Co
Virginia
$3.94M -$58.9K -569 -1%
SPIA
254
Steward Partners Investment Advisory
New York
$3.92M -$89.6K -865 -2%
TAF
255
Tredje AP-fonden
Sweden
$3.89M
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$3.83M +$273K +2,636 +8%
BFA
257
Brendel Financial Advisors
New Hampshire
$3.74M -$74.2K -716 -2%
FNA
258
First National Advisers
Nebraska
$3.72M +$170K +1,641 +5%
IF
259
Integrity Financial
Wyoming
$3.71M
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$3.67M +$835K +8,057 +29%
AI
261
Atria Investments
North Carolina
$3.63M +$456K +4,397 +14%
TCM
262
Teza Capital Management
Illinois
$3.56M +$2.3M +22,231 +184%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$3.55M +$550K +5,306 +18%
Connor, Clark & Lunn Investment Management (CC&L)
264
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.55M +$3.55M +34,287 New
AAF
265
Andra AP-fonden
Sweden
$3.52M -$3.09M -29,800 -47%
TF
266
Threadgill Financial
Texas
$3.46M +$1.56M +15,082 +82%
DWA
267
Dorsey Wright & Associates
California
$3.41M +$3.41M +32,876 New
VNIM
268
Vaughan Nelson Investment Management
Texas
$3.38M +$154K +1,485 +5%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$3.36M +$532K +5,026 +19%
US Bancorp
270
US Bancorp
Minnesota
$3.34M -$339K -3,269 -9%
NYLIM
271
New York Life Investment Management
New York
$3.28M -$108K -1,041 -3%
CCA
272
Covey Capital Advisors
Georgia
$3.27M -$81.6K -788 -2%
CIC
273
Crawford Investment Counsel
Georgia
$3.22M +$1.04K +10 +0%
CL
274
Choreo LLC
Illinois
$3.21M -$69.2K -659 -2%
ASN
275
Advisory Services Network
Georgia
$3.19M