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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
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$2.59M -$5.63M -64,846 -69%
CCM
277
Coldstream Capital Management
Washington
$2.58M +$58K +668 +2%
DADC
278
D.A. Davidson & Co
Montana
$2.56M +$414K +4,769 +20%
MLM
279
Mount Lucas Management
Pennsylvania
$2.55M +$2.47M +28,494 New
MML Investors Services
280
MML Investors Services
Massachusetts
$2.55M +$885K +10,191 +56%
Bessemer Group
281
Bessemer Group
New Jersey
$2.52M -$155K -1,787 -6%
IIC
282
Ironwood Investment Counsel
Arizona
$2.51M -$1.07M -12,275 -30%
IWS
283
Insight Wealth Strategies
California
$2.49M +$28K +322 +1%
PIM
284
Penobscot Investment Management
Massachusetts
$2.49M +$583K +6,715 +32%
Cetera Investment Advisers
285
Cetera Investment Advisers
Illinois
$2.44M +$895K +10,313 +61%
AM
286
AGF Management
Ontario, Canada
$2.4M -$13.3K -153 -0.6%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$2.39M +$628K +7,239 +37%
SI
288
Stephens Inc
Arkansas
$2.39M -$71.7K -826 -3%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$2.35M +$64.8K +746 +3%
KNW
290
Kesler Norman & Wride
Utah
$2.34M -$181K -2,081 -7%
SOADOR
291
State of Alaska Department of Revenue
Alaska
$2.3M +$9.55K +110 +0.4%
PAM
292
Panagora Asset Management
Massachusetts
$2.29M +$385K +4,439 +21%
Pathstone Holdings
293
Pathstone Holdings
New Jersey
$2.29M -$53.2K -613 -2%
TRCT
294
Tower Research Capital (TRC)
New York
$2.27M +$1.63M +18,822 +286%
Janus Henderson Group
295
Janus Henderson Group
United Kingdom
$2.25M -$454K -5,234 -17%
CG
296
Carmignac Gestion
France
$2.22M -$582K -6,706 -21%
Fuller & Thaler Asset Management
297
Fuller & Thaler Asset Management
California
$2.2M +$51.7K +595 +2%
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$2.2M -$71.3K -821 -3%
PA
299
Procyon Advisors
Connecticut
$2.16M +$184K +2,123 +10%
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
$2.16M -$3.05M -35,083 -59%

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.