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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 %
NAM
276
Nissay Asset Management
Japan
$3.17M +$59.9K +578 +2%
MPA
277
Marvin & Palmer Associates
Delaware
$3.13M +$3.13M +30,184 New
JWM
278
Jackson Wealth Management
Florida
$3.13M +$3.13M +30,176 New
AM
279
AGF Management
Ontario, Canada
$3.12M +$338K +3,260 +12%
CCM
280
Coldstream Capital Management
Washington
$3.11M +$114K +1,100 +4%
Creative Planning
281
Creative Planning
Kansas
$3.1M +$11.6K +112 +0.4%
CIG
282
CHB Investment Group
Pennsylvania
$3.08M +$3.08M +29,754 New
FTIS
283
First Trust Investment Solutions
Florida
$3.07M +$3.07M +29,600 New
DADC
284
D.A. Davidson & Co
Montana
$3.05M +$85.8K +828 +3%
P
285
&Partners
Tennessee
$3.05M +$1.25M +12,034 +69%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$3.05M +$321K +3,101 +12%
MML Investors Services
287
MML Investors Services
Massachusetts
$2.97M +$24.6K +237 +0.8%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$2.95M -$81.4K -786 -3%
FA
289
Faithward Advisors
Pennsylvania
$2.94M +$2.63M +25,391 +847%
JSSH
290
J. Safra Sarasin Holding
$2.92M -$91.6K -884 -3%
FCM
291
FJ Capital Management
Virginia
$2.89M -$165K -1,591 -5%
PIM
292
Penobscot Investment Management
Massachusetts
$2.88M – – –
WAM
293
Weiss Asset Management
Massachusetts
$2.88M +$2.88M +27,787 New
SOADOR
294
State of Alaska Department of Revenue
Alaska
$2.85M +$183K +1,765 +7%
MWM
295
Moran Wealth Management
Florida
$2.85M +$2.85M +27,476 New
OAM
296
Oppenheimer Asset Management
New York
$2.84M -$282K -2,724 -9%
IIC
297
Ironwood Investment Counsel
Arizona
$2.83M -$77.7K -750 -3%
IWS
298
Insight Wealth Strategies
California
$2.8M -$92.6K -894 -3%
SSA
299
Schonfeld Strategic Advisors
New York
$2.68M +$2.68M +25,863 New
SI
300
Stephens Inc
Arkansas
$2.66M -$103K -993 -4%
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