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Brown & Brown

858 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.42%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
121
Increased
337
Reduced
266
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
251
First Hawaiian Bank
Hawaii
$4.25M +$3.47K +34 +0.1%
LFS
252
Legacy Financial Strategies
Kansas
$4.22M -$166K -1,653 -4%
PFM
253
Patton Fund Management
Texas
$4.12M -$618K -6,057 -13%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$4.11M +$873K +8,557 +27%
DLCIG
255
D.L. Carlson Investment Group
New Hampshire
$4.09M -$62K -608 -1%
CCA
256
Catalyst Capital Advisors
New York
$4.05M -$66.8K -655 -2%
IAA
257
Independent Advisor Alliance
North Carolina
$4.04M -$619K -6,065 -13%
URS
258
Utah Retirement Systems
Utah
$4.02M
MOACM
259
Mutual of America Capital Management
New York
$4.01M -$175K -1,716 -4%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$3.95M +$174K +1,707 +5%
DC
261
Davenport & Co
Virginia
$3.94M +$61K +598 +2%
KBC Group
262
KBC Group
Belgium
$3.88M -$330K -3,234 -8%
SPIA
263
Steward Partners Investment Advisory
New York
$3.86M +$2.65K +26 +0.1%
CWM
264
CIBC World Markets
New York
$3.85M -$871K -8,534 -18%
P
265
&Partners
Tennessee
$3.84M +$855K +8,419 +29%
BNP Paribas Asset Management
266
BNP Paribas Asset Management
France
$3.79M +$1.32M +12,950 +54%
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$3.7M +$90.3K +885 +3%
EFP
268
Elser Financial Planning
Indiana
$3.66M -$305K -2,994 -8%
IF
269
Integrity Financial
Wyoming
$3.65M +$102 +1 +0%
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$3.59M +$87.8K +861 +3%
PFSRSONJ
271
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.58M +$3.58M +35,116 New
BFA
272
Brendel Financial Advisors
New Hampshire
$3.53M -$152K -1,494 -4%
TF
273
Threadgill Financial
Texas
$3.51M +$97.6K +957 +3%
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
$3.49M +$2.78M +27,297 +396%
DWA
275
Dorsey Wright & Associates
California
$3.48M +$128K +1,259 +4%