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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
ZIM
351
Zacks Investment Management
Illinois
$1.52M +$1.48M +17,006 New
EWM
352
Evermay Wealth Management
Virginia
$1.52M
GVAG
353
Great Valley Advisor Group
Delaware
$1.51M +$1.47M +16,908 New
QCM
354
QRG Capital Management
Illinois
$1.51M +$141K +1,621 +11%
SC
355
Savant Capital
Illinois
$1.48M -$3.39K -39 -0.2%
American Century Companies
356
American Century Companies
Missouri
$1.48M +$184K +2,123 +15%
PHK
357
Point72 Hong Kong
Hong Kong
$1.46M +$1.42M +16,363 New
PP
358
Prudential plc
United Kingdom
$1.42M
VIG
359
Vienna Insurance Group
Poland
$1.41M -$41.8K -482 -3%
HAIM
360
Hunter Associates Investment Management
Pennsylvania
$1.41M -$78.1K -900 -5%
IA
361
IFP Advisors
Florida
$1.39M +$1.28M +14,743 +1,798%
SW
362
SlateStone Wealth
Florida
$1.38M -$1.39K -16 -0.1%
HIMCH
363
Hartford Investment Management Co (HIMCO)
Connecticut
$1.37M -$3.21K -37 -0.2%
WS
364
Wedbush Securities
California
$1.36M -$35.1K -404 -3%
RC
365
Roundview Capital
New Jersey
$1.34M +$21.2K +244 +2%
MPM
366
MBB Public Markets
Illinois
$1.33M +$1.29M +14,861 New
SWP
367
Strategic Wealth Partners
Ohio
$1.28M +$110K +1,271 +10%
II
368
Inspire Investing
Idaho
$1.26M -$338K -3,897 -22%
MGP
369
Metis Global Partners
California
$1.26M +$32.4K +373 +3%
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$1.26M +$73K +841 +6%
KAS
371
Kestra Advisory Services
Texas
$1.25M +$539K +6,209 +79%
YIH
372
Y-Intercept (HK)
Hong Kong
$1.25M +$1.21M +13,965 New
SEM
373
Suncoast Equity Management
Florida
$1.25M +$61.4K +707 +5%
RJT
374
Raymond James Trust
Florida
$1.23M -$271K -3,124 -18%
SQA
375
Simon Quick Advisors
New Jersey
$1.21M +$478K +5,507 +68%

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.