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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
$187M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$185M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M
4
CIC
Chilton Investment Company
Connecticut
$65.2M
5
Goldman Sachs
Goldman Sachs
New York
$359M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$142M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$348M
3
Allianz Asset Management
Allianz Asset Management
Germany
$48M
4
Select Equity Group
Select Equity Group
New York
$1.17B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
426
M&T Bank
New York
$779K +$16.2K +181 +2%
CB
427
Centennial Bank
Arkansas
$777K – – –
FEG
428
Financial Enhancement Group
Indiana
$764K -$5.85K -58 -0.8%
Wealthfront Advisers
429
Wealthfront Advisers
California
$758K +$46.9K +525 +7%
SFSG
430
Sound Financial Strategies Group
Mississippi
$757K +$757K +8,469 New
OAM
431
Occidental Asset Management
California
$747K – – –
OP
432
ORG Partners
Indiana
$744K +$688K +7,719 +1,219%
NB
433
Norinchukin Bank
Japan
$735K +$11.2K +125 +2%
MFG
434
Monte Financial Group
Connecticut
$720K +$203K +2,268 +39%
BCM
435
Brookstone Capital Management
Illinois
$719K -$218K -2,329 -23%
ACM
436
Aquatic Capital Management
Illinois
$715K +$715K +8,000 New
SIA
437
SkyView Investment Advisors
New Jersey
$705K +$6.44K +72 +0.9%
MCM
438
Manchester Capital Management
Vermont
$697K – – –
KTA
439
Keeley-Teton Advisors
Illinois
$694K -$218K -2,441 -24%
KRSITF
440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$683K -$14.2K -159 -2%
KSWWM
441
Keyes Stange & Wooten Wealth Management
Florida
$679K – – –
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$674K +$3.49K +39 +0.5%
Macquarie Group
443
Macquarie Group
Australia
$672K -$12.4K -139 -2%
HCA
444
Hyperion Capital Advisors
New York
$671K – – –
AAS
445
Avantax Advisory Services
Texas
$667K +$293K +3,281 +79%
PWG
446
Portside Wealth Group
Utah
$665K +$138K +1,543 +26%
IC
447
IEQ Capital
California
$659K +$63.7K +712 +11%
HAS
448
Holland Advisory Services
Florida
$657K +$894 +10 +0.1%
SFG
449
SevenBridge Financial Group
Pennsylvania
$647K – – –
NC
450
nVerses Capital
Florida
$635K +$635K +7,100 New
16 17
18
19 20