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Brown & Brown
BRO

Overview Fund Activity

748 hedge funds and large institutions have $18.5B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 298 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+40
Holders Change %
+5.65%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
99
Increased
298
Reduced
230
Closed
49
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$112M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$94.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.5M
4
CIC
Chilton Investment Company
Connecticut
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$44.6M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$92M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$61.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$49.3M
4
Select Equity Group
Select Equity Group
New York
-$42.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Cullinan Associates
Kentucky
$1.16M – – –
HAM
377
Harmony Asset Management
Arizona
$1.16M -$27K -302 -2%
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$205K +2,288 +22%
AQR Capital Management
379
AQR Capital Management
Connecticut
$1.11M -$1.14M -12,711 -51%
FT
380
Fiduciary Trust
Massachusetts
$1.11M +$276K +3,087 +33%
VIM
381
Vinva Investment Management
Australia
$1.1M +$67.8K +752 +7%
TCM
382
Teza Capital Management
Illinois
$1.08M +$678K +7,579 +168%
CSI
383
Cross Staff Investments
New York
$1.07M – – –
NMERB
384
New Mexico Educational Retirement Board
New Mexico
$1.06M – – –
CWP
385
Cyndeo Wealth Partners
Florida
$1.06M +$1.61K +18 +0.2%
EWA
386
EP Wealth Advisors
California
$1.05M +$185K +2,065 +21%
SA
387
SRN Advisors
Pennsylvania
$1.05M – – –
TCM
388
Tributary Capital Management
Nebraska
$1.04M -$140K -1,571 -12%
XT
389
XTX Topco
Cayman Islands
$1.04M +$1.04M +11,603 New
CIA
390
Compass Ion Advisors
Pennsylvania
$1.02M – – –
GSEP
391
Golden State Equity Partners
California
$1.02M +$1.02M +11,414 New
OAM
392
Ostrum Asset Management
France
$1.01M -$78.7K -880 -7%
ET
393
Equitable Trust
Tennessee
$1M -$10.7K -120 -1%
MFGM
394
Marshall Financial Group (Maryland)
Maryland
$1M +$1M +11,222 New
PCP
395
Proficio Capital Partners
Massachusetts
$973K +$2.95K +33 +0.3%
CCM
396
Chaney Capital Management
Washington
$971K – – –
VF
397
Virtu Financial
New York
$955K +$268K +3,003 +39%
ETC
398
Exchange Traded Concepts
Oklahoma
$950K -$264K -2,956 -22%
RL
399
Retireful LLC
Michigan
$950K +$950K +10,620 New
FWM
400
FMFE Wealth Management
New York
$941K – – –
14 15
16
17 18