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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
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$42.6K +491 +3%
NA
327
NewEdge Advisors
Louisiana
$1.75M +$42K +484 +3%
VPIM
328
Vanguard Personalized Indexing Management
California
$1.74M +$383K +4,412 +29%
CI
329
CX Institutional
Indiana
$1.74M -$7.81K -90 -0.5%
TSMHT
330
Thurston Springer Miller Herd & Titak
Indiana
$1.74M +$1.69M +19,445 New
AI
331
Atom Investors
Texas
$1.68M -$286K -3,298 -15%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68M -$48.4K -558 -3%
PFS
333
Prospera Financial Services
Texas
$1.67M +$44.2K +509 +3%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$1.66M -$687K -7,918 -30%
CPBTD
335
Central Pacific Bank - Trust Division
Hawaii
$1.66M
Mirae Asset Global Investments
336
Mirae Asset Global Investments
South Korea
$1.64M -$1.73M -19,921 -52%
TF
337
Threadgill Financial
Texas
$1.64M +$57.1K +658 +4%
MSU
338
Mizuho Securities USA
New York
$1.63M +$1.58M +18,250 New
EI
339
Ethic Inc
New York
$1.62M -$106K -1,219 -6%
MSRPS
340
Maryland State Retirement & Pension System
Maryland
$1.62M
PI
341
PGGM Investments
Netherlands
$1.6M -$170K -1,958 -10%
KRS
342
Kentucky Retirement Systems
Kentucky
$1.6M -$8.51K -98 -0.5%
BF
343
BOK Financial
Oklahoma
$1.59M +$1.54M +17,797 +296,617%
TWM
344
Trueblood Wealth Management
Ohio
$1.59M +$1.82K +21 +0.1%
TCM
345
Twin Capital Management
Pennsylvania
$1.58M +$8.51K +98 +0.6%
P
346
&Partners
Tennessee
$1.57M +$1.51M +17,379 New
Envestnet Portfolio Solutions
347
Envestnet Portfolio Solutions
Illinois
$1.56M +$63.2K +728 +4%
PIWA
348
Prevail Innovative Wealth Advisors
Kansas
$1.56M -$460K -5,294 -23%
CL
349
CIM LLC
New York
$1.55M +$6.6K +76 +0.5%
GRP
350
Global Retirement Partners
California
$1.54M +$1.35M +15,580 +932%

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.