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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
SAM
376
Securian Asset Management
Minnesota
$1.21M -$32K -369 -3%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$1.2M -$34.7K -400 -3%
CA
378
Cullinan Associates
Kentucky
$1.16M
HAM
379
Harmony Asset Management
Arizona
$1.16M -$26.2K -302 -2%
Wealth Enhancement Advisory Services
380
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$199K +2,288 +22%
AQR Capital Management
381
AQR Capital Management
Connecticut
$1.11M -$1.1M -12,711 -51%
FT
382
Fiduciary Trust
Massachusetts
$1.11M +$268K +3,087 +33%
VIM
383
Vinva Investment Management
Australia
$1.1M +$65.3K +752 +7%
TCM
384
Teza Capital Management
Illinois
$1.08M +$658K +7,579 +168%
CSI
385
Cross Staff Investments
New York
$1.07M
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$1.06M
CWP
387
Cyndeo Wealth Partners
Florida
$1.06M +$1.56K +18 +0.2%
EWA
388
EP Wealth Advisors
California
$1.05M +$179K +2,065 +21%
SA
389
SRN Advisors
Pennsylvania
$1.05M
TCM
390
Tributary Capital Management
Nebraska
$1.04M -$136K -1,571 -12%
XT
391
XTX Topco
Cayman Islands
$1.04M +$1.01M +11,603 New
CIA
392
Compass Ion Advisors
Pennsylvania
$1.02M
GSEP
393
Golden State Equity Partners
California
$1.02M +$991K +11,414 New
GSCM
394
Greenfield Seitz Capital Management
Texas
$1.02M
OAM
395
Ostrum Asset Management
France
$1.01M -$76.4K -880 -7%
ET
396
Equitable Trust
Tennessee
$1M -$10.4K -120 -1%
MFGM
397
Marshall Financial Group (Maryland)
Maryland
$1M +$974K +11,222 New
PCP
398
Proficio Capital Partners
Massachusetts
$973K +$2.87K +33 +0.3%
CCM
399
Chaney Capital Management
Washington
$971K
VF
400
Virtu Financial
New York
$955K +$261K +3,003 +39%

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.