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Brown & Brown
BRO

872 hedge funds and large institutions have $21.9B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 339 increasing their positions, 270 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $1.65M

107% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 61

26% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 270

7% more funds holding

Funds holding: 817 → 872 (+55)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1.58% more ownership

Funds ownership: 73.42% → 75.01% (+1.6%)

1% more capital invested

Capital invested by funds: $21.7B → $21.9B (+$213M)

Holders
872
Holders Change
+55
Holders Change %
+6.73%
% of All Funds
11.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
126
Increased
339
Reduced
270
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$216M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$143M
3
Macquarie Group
Macquarie Group
Australia
+$81.6M
4
BlackRock
BlackRock
New York
+$79.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$200M
2
Select Equity Group
Select Equity Group
New York
-$170M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$127M
4
LIP
Liontrust Investment Partners
United Kingdom
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
326
AQR Capital Management
Connecticut
$2.47M +$171K +1,601 +7%
HA
327
Harbor Advisors
Florida
$2.45M – – –
VPIM
328
Vanguard Personalized Indexing Management
California
$2.45M +$95K +890 +4%
AM
329
AGF Management
Ontario, Canada
$2.4M -$701K -6,564 -22%
Bessemer Group
330
Bessemer Group
New Jersey
$2.35M -$86.4K -809 -3%
CGH
331
Crossmark Global Holdings
Texas
$2.34M -$2.88K -27 -0.1%
ST
332
Sabal Trust
Florida
$2.33M – – –
PA
333
Procyon Advisors
Connecticut
$2.32M -$138K -1,297 -5%
Mirae Asset Global ETFs Holdings
334
Mirae Asset Global ETFs Holdings
Hong Kong
$2.32M -$63.3K -593 -3%
AIM
335
Achmea Investment Management
Netherlands
$2.31M -$117K -1,099 -5%
MSU
336
Mizuho Securities USA
New York
$2.29M +$763K +7,142 +47%
EF
337
Empowered Funds
Pennsylvania
$2.25M +$145K +1,362 +7%
SIC
338
Salem Investment Counselors
North Carolina
$2.24M – – –
Nordea Investment Management
339
Nordea Investment Management
Sweden
$2.22M +$89.2K +835 +4%
IA
340
IFP Advisors
Florida
$2.21M -$130K -1,221 -5%
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$2.2M +$150K +1,401 +7%
CAM
342
Cacti Asset Management
Georgia
$2.14M – – –
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$62.3K +583 +3%
WCM
344
Wedge Capital Management
North Carolina
$2.13M +$14.9K +140 +0.7%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$2.12M +$212K +1,986 +11%
IMRF
346
Illinois Municipal Retirement Fund
Illinois
$2.11M – – –
CC
347
Centiva Capital
New York
$2.08M -$59.7K -559 -3%
OPERF
348
Oregon Public Employees Retirement Fund
Oregon
$2.08M +$13.9K +130 +0.6%
QCM
349
QRG Capital Management
Illinois
$2.06M +$69.1K +647 +3%
AF
350
Avanza Fonder
Sweden
$2.05M +$2.14M +20,079 New
12 13
14
15 16

BRO Hedge Fund Activity: Q4 2024 in Review

872 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2024, worth a combined $21.9B — up 0.98% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BRO positions and 61 closed out — a net gain of 65 holders — while 339 added to existing stakes and 270 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $200M.

  • 872 institutional investors held Brown & Brown (BRO) as of Q4 2024, up from 817 in Q3 2024.
  • Funds reported $21.9B of Brown & Brown stock for Q4 2024, up 0.98% quarter-over-quarter.
  • 126 funds opened new Brown & Brown positions in Q4 2024 and 61 closed out, a net change of +65 holders.
  • The largest Brown & Brown buyer in Q4 2024 was First Trust Advisors, an estimated $216M added.
  • The largest Brown & Brown seller in Q4 2024 was Goldman Sachs, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2024.