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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
+$228M
2
BlackRock
BlackRock
New York
+$130M
3
GC
Gobi Capital
California
+$102M
4
Invesco
Invesco
Georgia
+$86.3M
5
Millennium Management
Millennium Management
New York
+$48.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$369M
2
APG Asset Management
APG Asset Management
Netherlands
-$208M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
4
CCP
Clarkston Capital Partners
Michigan
-$63.4M
5
Morgan Stanley
Morgan Stanley
New York
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
351
Teachers Retirement System of the State of Kentucky
Kentucky
$1.83M -$110K -1,062 -6%
TCM
352
Twin Capital Management
Pennsylvania
$1.81M -$14.9K -144 -0.8%
TWM
353
Trueblood Wealth Management
Ohio
$1.81M -$26.2K -253 -1%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$1.81M +$333K +3,171 +23%
PIWA
355
Prevail Innovative Wealth Advisors
Kansas
$1.81M – – –
EWM
356
Evermay Wealth Management
Virginia
$1.76M – – –
GRP
357
Global Retirement Partners
California
$1.74M -$48.2K -465 -3%
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$1.73M -$81.5K -787 -5%
SC
359
Sepio Capital
Utah
$1.72M -$425K -4,098 -20%
KRS
360
Kentucky Retirement Systems
Kentucky
$1.71M -$140K -1,347 -8%
EI
361
Ethic Inc
New York
$1.69M +$107K +1,219 +7%
NA
362
NewEdge Advisors
Louisiana
$1.67M -$360K -3,474 -18%
GT
363
Glenmede Trust
Pennsylvania
$1.66M -$414K -3,995 -20%
PP
364
Prudential plc
United Kingdom
$1.65M – – –
MLM
365
Mount Lucas Management
Pennsylvania
$1.62M -$1.33M -12,865 -45%
Walleye Capital
366
Walleye Capital
New York
$1.61M +$1.25M +12,041 +346%
SW
367
SlateStone Wealth
Florida
$1.6M – – –
MSU
368
Mizuho Securities USA
New York
$1.59M -$300K -2,897 -16%
GT
369
Greenleaf Trust
Michigan
$1.59M +$1.18M +11,411 +291%
Capstone Investment Advisors
370
Capstone Investment Advisors
New York
$1.58M +$593K +5,727 +60%
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$1.57M -$18.5K -179 -1%
MGP
372
Metis Global Partners
California
$1.56M +$101K +974 +7%
ECM
373
Everence Capital Management
Indiana
$1.56M – – –
RC
374
Roundview Capital
New Jersey
$1.55M – – –
SEM
375
Suncoast Equity Management
Florida
$1.49M +$41.4K +400 +3%
13 14
15
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