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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
ETC
401
Exchange Traded Concepts
Oklahoma
$950K -$257K -2,956 -22%
RL
402
Retireful LLC
Michigan
$950K +$922K +10,620 New
FWM
403
FMFE Wealth Management
New York
$941K
BPA
404
Beacon Pointe Advisors
California
$921K -$78.7K -907 -8%
PI
405
PEAK6 Investments
Illinois
$919K +$288K +3,319 +48%
RIM
406
Rakuten Investment Management
Japan
$916K +$327K +3,764 +59%
RCA
407
Resonant Capital Advisors
Wisconsin
$907K +$38.9K +448 +5%
MFS
408
Mirabella Financial Services
United Kingdom
$898K +$872K +10,045 New
VEA
409
Virtus ETF Advisers
New York
$898K +$38.3K +441 +5%
CCIA
410
Campbell & Co Investment Adviser
Maryland
$895K +$869K +10,013 New
CA
411
Claro Advisors
Massachusetts
$894K -$33.6K -387 -4%
GC
412
Gilbert & Cook
Iowa
$890K -$112K -1,286 -11%
I
413
INVST
Indiana
$890K +$521 +6 +0.1%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$885K
Nomura Holdings
415
Nomura Holdings
Japan
$879K -$82.4K -949 -9%
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$848K +$161K +1,860 +24%
JF
417
JSF Financial
California
$846K +$44.9K +517 +6%
CB
418
Commerce Bank
Missouri
$845K -$12.9K -149 -2%
IWC
419
Integrated Wealth Concepts
Massachusetts
$843K -$64.9K -748 -7%
UH
420
Unigestion Holding
Switzerland
$826K -$132K -1,519 -12%
PAS
421
Park Avenue Securities
New York
$813K -$121K -1,390 -13%
GT
422
Glenview Trust
Kentucky
$809K -$66.2K -763 -8%
IIC
423
Integrated Investment Consultants
Michigan
$808K
SFI
424
Siemens Fonds Invest
Germany
$801K
LA
425
Lindenwold Advisors
Pennsylvania
$786K -$17.7K -204 -2%

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.