BRO icon

Brown & Brown

858 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+50
Holders Change %
+6.19%
% of All Funds
11.42%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.25%
New
121
Increased
337
Reduced
266
Closed
61
Calls
$21.5M
Puts
$1.65M
Net Calls
+$19.9M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MJRIC
351
Mogy Joel R Investment Counsel
California
$1.97M +$1.5M +14,740 +324%
MOS
352
MGO One Seven
Ohio
$1.97M +$1.37M +13,423 +229%
PFS
353
Prospera Financial Services
Texas
$1.93M +$37.7K +370 +2%
GIBU
354
Gulf International Bank (UK)
United Kingdom
$1.93M -$19.4K -190 -1%
TAF
355
Tredje AP-fonden
Sweden
$1.92M -$1.92M -18,787 -50%
BFPW
356
BOK Financial Private Wealth
Colorado
$1.91M -$208K -2,042 -10%
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$1.9M +$52.5K +515 +3%
SM
358
Sciencast Management
New Jersey
$1.87M +$1.87M +18,309 New
AWM
359
AE Wealth Management
Kansas
$1.86M -$129K -1,263 -6%
NA
360
NewEdge Advisors
Louisiana
$1.85M +$208K +2,043 +13%
AG
361
AmeriFlex Group
Nevada
$1.85M +$1.85M +17,645 New
KAS
362
Kestra Advisory Services
Texas
$1.84M +$612K +6,003 +50%
KNW
363
Kesler Norman & Wride
Utah
$1.83M -$447K -4,386 -20%
PI
364
PGGM Investments
Netherlands
$1.83M
MFS
365
Mirabella Financial Services
United Kingdom
$1.82M +$1.82M +17,811 New
TRSOTSOK
366
Teachers Retirement System of the State of Kentucky
Kentucky
$1.8M
Fuller & Thaler Asset Management
367
Fuller & Thaler Asset Management
California
$1.79M -$778K -7,626 -30%
I
368
InceptionR
California
$1.79M +$503K +4,929 +39%
TWM
369
Trueblood Wealth Management
Ohio
$1.79M +$4.59K +45 +0.3%
PIWA
370
Prevail Innovative Wealth Advisors
Kansas
$1.78M
BF
371
BOK Financial
Oklahoma
$1.74M -$66.9K -656 -4%
ZIM
372
Zacks Investment Management
Illinois
$1.73M +$386K +3,780 +29%
EWM
373
Evermay Wealth Management
Virginia
$1.73M
TRCT
374
Tower Research Capital (TRC)
New York
$1.7M +$927K +9,086 +120%
SC
375
Savant Capital
Illinois
$1.69M -$126K -1,233 -7%