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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
DTL
301
Dynamic Technology Lab
Singapore
$2.15M +$2.09M +24,072 New
BFPW
302
BOK Financial Private Wealth
Colorado
$2.15M -$18K -207 -0.9%
HA
303
Harbor Advisors
Florida
$2.15M
TC
304
TAP Consulting
Missouri
$2.13M +$174K +2,004 +9%
Mirae Asset Global ETFs Holdings
305
Mirae Asset Global ETFs Holdings
Hong Kong
$2.13M +$2.06M +23,769 New
Schroder Investment Management Group
306
Schroder Investment Management Group
United Kingdom
$2.09M -$5.67M -65,330 -74%
CGH
307
Crossmark Global Holdings
Texas
$2.04M +$59.5K +685 +3%
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$2.02M +$24.8K +286 +1%
AWM
309
AE Wealth Management
Kansas
$1.99M +$1.65M +18,966 +574%
SIC
310
Salem Investment Counselors
North Carolina
$1.97M
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$1.94M +$94.5K +1,088 +5%
KeyBank National Association
312
KeyBank National Association
Ohio
$1.91M -$16.2K -187 -0.9%
CAM
313
Cacti Asset Management
Georgia
$1.89M
Nordea Investment Management
314
Nordea Investment Management
Sweden
$1.88M +$70.2K +809 +4%
ST
315
Sabal Trust
Florida
$1.87M -$204K -2,345 -10%
AIP
316
Ameritas Investment Partners
Nebraska
$1.86M +$780K +8,986 +76%
SC
317
Sepio Capital
Utah
$1.85M -$37.1K -427 -2%
IMRF
318
Illinois Municipal Retirement Fund
Illinois
$1.85M
UM
319
UniSuper Management
Australia
$1.84M +$588K +6,777 +49%
EMPI
320
Elo Mutual Pension Insurance
Finland
$1.83M -$139K -1,605 -7%
EP
321
Edgestream Partners
New Jersey
$1.82M -$6.16M -70,928 -78%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$1.82M +$8.68K +100 +0.5%
EF
323
Empowered Funds
Pennsylvania
$1.81M +$1.45M +16,757 +478%
GT
324
Glenmede Trust
Pennsylvania
$1.79M +$229K +2,635 +15%
GIBU
325
Gulf International Bank (UK)
United Kingdom
$1.78M

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.